News

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Starbucks initiated, Expedia downgraded: Wall Street's top analyst calls

Recently, analysts have clustered around bullish views on Comfort Systems USA, with an average brokerage recommendation between Strong Buy and Buy and a Zacks Rank #1 (Strong Buy) grounded in positive earnings estimate revisions. This wave of favorable analyst sentiment, built on upgraded earnings expectations, has become a key driver of investor perception of Comfort Systems USA’s near-term prospects. We’ll now examine how this concentration of Strong Buy recommendations and upgraded...

Robotics needs to broaden its pitch beyond hardware to attract women and other talent drawn to solving real-world problems.

On September 14, ExxonMobil Holdings Corporation (NYSE:XOM) said that it expects its annual LNG sales to reach 50 million tons by 2030, up from its previous target of 40 million tons, and to keep rising beyond the current decade in line with market growth. The company’s bullish guidance is driven by the high LNG demand […]

Here’s what could happen to IREN shares next.

BTIG lifted its price target on Roblox Corporation (NYSE:RBLX) from $30 to $41 but maintained its Sell rating on the stock. This update came after the firm attended the Roblox Developers Conference in San Jose, California, on September 11. The research firm highlighted several factors that could support the company’s bookings growth, including the company’s […]

Wolfe Research upgraded two prominent pharmaceutical companies to Outperform on August 13. The firm upgraded both Biogen Inc. (NASDAQ:BIIB) and AbbVie Inc. (NYSE:ABBV)’s ratings from Peer Perform, with Wolfe assigning them similar $300 price targets. The firm’s logic in each case was based on a comparable set of factors: pipelines that the market appears to […]

Mizuho lowered its price target on the stock, choosing to stay “Neutral” on INTC.

Netflix and Meta Platforms lead recent analyst downgrades yet retain bullish consensus ratings, while Lululemon faces a Reduce rating amid fundamental brand and growth concerns.

Every analyst covering Amazon is bullish, earnings growth is running at triple digits, and AWS just hit its fastest expansion in four and a half years, yet the stock sits 12% off its highs and barely outpacing a savings account. Something about that math does not add up.

General Dynamics (GD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Shinhan Financial (SHG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.

Berenburg upgrades Eli Lilly stock to Buy from Hold, citing growth prospects fueled by its weight-loss drugs.

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index’s 15.1% and the MSCI ACWI Value Index’s 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The […]

Eli Lilly (NYSE:LLY) shares rose 1. 6% to $1,155.

IREN raised expected 2026 ARR to $4.0 billion from $3.4 billion in November

Energous (NASDAQ:WATT) shares rose 1. 4% to $11.

Bank of America says what matters most is not the number.

Investment bank JPMorgan issued a double upgrade on Iren, citing its multi-billion-dollar Nvidia deal and rising contract value as catalysts.

Evercore ISI lowered its rating on HPE stock to ‘In-Line’ from ‘Outperform.’

The aerospace business has been a shining light for industrials, but Melius analyst Scott Mikus says the good times may be ending.

Affirm shares rally on a bullish Wolfe Research report. Here’s why analyst Darrin Peller recommends buying AFRM stock at the current price.

Existing-device eligibility broadens distribution while weakening the argument that better AI automatically produces immediate hardware replacements.

Netflix Stock Rallies As Analyst Raises Target, Points To Stronger Subscriber Trends

Consensus estimates beyond the third quarter look aggressive, Komp says

The bank sees limited value capture in MARA’s capital-light Starwood venture, preferring AI/HPC operators that control data-center development and operations.

Richard Choe reversed JPMorgan’s bearish rating as customer signings, higher neocloud pricing and 2027 capacity strengthened the bank’s outlook for IREN.

Fourth-quarter GMV rose 36% to $14.1 billion with adjusted operating margin at 30%