News

DexCom raises its 2026 revenue and margin outlook as G7 15 Day efficiencies lift profitability, while FX and transition costs remain key tests.

Rocket Lab just posted a record quarter and a backlog that shocked Wall Street, but the CEO is selling shares while betting billions on a deal that could either transform the company or crush it. Here is what our model says the stock is actually worth.

The downgrade questions whether Apple has enough product and AI momentum to support its premium expectations.

Hewlett Packard Enterprise (HPE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue bea

APP stock dropped almost 6% after a downgrade raised doubts about its 30% growth goal. Here's what the company said on its earnings call.

Investing.com -- Cybersecurity firm Okta is well positioned to benefit from growing enterprise demand for identity controls as companies deploy artificial intelligence agents, Citizens JMP Securities said on Wednesday, upgrading the stock and raising its price target.

These stocks have terrific track records for dividend growth, and they're likely to continue raising their payouts for the foreseeable future.

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

High-yield ETFs built purely on yield rankings carry a hidden flaw that only shows up when it's too late, and one fund uses a decade-long dividend track record as a filter before yield ever enters the picture.

Argus Research upgraded Boeing stock to "Buy." Here’s why analyst Kristine Ruggeri believes BA shares will rip higher in the back half of 2026.

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

Jefferies cites supply-chain checks that suggest the company may have dropped plans for a high-end all-glass iPhone and lowered expected average selling price growth.

Baird upgrades First Solar stock to Outperform. Here’s why analyst Ben Kallo recommends owning FSLR shares in the second half of 2026.

Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.

AppLovin Corp (NASDAQ:APP) shares fell 5% to $321 after Bank of America downgraded the stock to Neutral, citing greater uncertainty around the company’s ability to sustain its long-term 30% revenue growth trajectory. Bank of America said AppLovin’s second quarter results raised questions...

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Best Buy (BBY) is seeing improving sales momentum amid factors such as continued replacement demand

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

The reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.

The analyst assigns half of Riot’s valuation to prospective site conversions, including a possible 756 MW critical IT deployment at Corsicana.

ALH's raised 2026 outlook boosts confidence, but fading pricing benefits will put more pressure on volume growth and margins.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

A single prospective tenant is negotiating for Riot’s entire Corsicana site. A definitive lease could exceed $1 billion in annual rent, but key commercial terms and credit support remain unresolved.

Analyst Edison Lee cut his price target to $263.66, suggesting roughly 16% downside from Apple's most recent close

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Bernstein Raises Microsoft Price Target to $660, Pushes Back on AI Spending Fears

Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.

Klarna Group (NYSE:KLAR) is providing the leasing and financing backbone for Apple's new Apple Upgrade program in the United States. The partnership integrates Klarna into one of Apple's core hardware ownership offerings, expanding Klarna's exposure to US Apple customers. The role places Klarna more directly in consumer electronics financing beyond its existing buy now, pay later services. This kind of tie up is only one way to gain exposure to stable consumer themes. It can be useful to...