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3 Small-Cap Stocks We Think Twice About
StockStory12d agoneutral
3 Small-Cap Stocks We Think Twice About

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

What Would It Take For Eli Lilly Stock To Keep Climbing?
Trefis12d agoneutral
What Would It Take For Eli Lilly Stock To Keep Climbing?

Eli Lilly (LLY) trades near $1,150, up about 52% over the past year, and is now worth more than a trillion dollars. At that size the easy read is that the big money has been made. But Lilly has barely started selling Foundayo, its oral obesity medicine, outside the United States. So how much is left? The scenario below starts from Lilly's own trailing numbers, but the growth, margin, and multiple it assumes are ours. It is not a forecast and not a price target.

StockStory12d agoneutral
2 Energy Stocks with Impressive Fundamentals and 1 We Find Risky

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of commodity prices and economic cycles, and the industry’s six-month return of 6.3% has fallen short of the S&P 500’s 14% rise.

Accenture Shares Climb Aftermarket On Anthropic Safety Partnership Announcement
The Wall Street Journal12d agobullish
Accenture Shares Climb Aftermarket On Anthropic Safety Partnership Announcement

Accenture shares climbed nearly 9% in aftermarket trading. The technology consulting company announced a partnership with Anthropic Friday afternoon. The firm is establishing a team of "embedded evaluators" to work with Anthropic's internal teams in stress testing models, safeguards and alignment.

IREN (IREN) Stock Fair Value Edges Lower As AI Cloud Wins Meet Build Out Risks
Simply Wall St.12d agobullish
IREN (IREN) Stock Fair Value Edges Lower As AI Cloud Wins Meet Build Out Risks

The latest update on IREN trims the Fair Value estimate from US$80.93 to US$79.03, a relatively modest adjustment given the size of its AI ambitions. Analysts link this move to a mix of growing AI cloud contracts and ongoing questions around execution and supply build out through 2027, which both influence how comfortable they are with the stock’s valuation. As you read on, you will see how these shifting assumptions and fresh research calls are shaping the evolving IREN story and what it...

AMD (AMD) Stock Looks Cheap After Its Huge 3 Year Run
Simply Wall St.12d agoneutral
AMD (AMD) Stock Looks Cheap After Its Huge 3 Year Run

Advanced Micro Devices has ridden a powerful AI story in recent years, and the question now is whether the current share price is still grounded in the cash the business can realistically generate. For anyone watching AMD today, the focus has shifted from headline momentum to the harder question of what its cash flows are actually worth. Over the past 3 years, AMD has delivered a share price return of about 467%, which puts a lot of weight on the idea that future cash flows can justify such...

Centene (CNC) Could Be 6% Undervalued Following Renewed Interest In Earnings And ICHRA Growth
Simply Wall St.12d agoneutral
Centene (CNC) Could Be 6% Undervalued Following Renewed Interest In Earnings And ICHRA Growth

Centene (CNC) has moved back into focus after being highlighted for its earnings expectations, an attractive valuation profile, and exposure to growing ICHRA-driven individual coverage through its Ambetter Health Solutions business. Centene’s recent momentum has been hard to ignore, with a 90 day share price return of 9.96% feeding into a 60.60% year to date gain and a 1 year total shareholder return of 108.58%. This suggests investors are reassessing both its earnings profile and perceived...

Sir Lynton Crosby, CT Group Executive Chairman, on the Case for Capitalism
Exec Edge12d agoneutral
Sir Lynton Crosby, CT Group Executive Chairman, on the Case for Capitalism

By Exec-Edge Editorial Staff Sir Lynton Crosby has spent four decades reading public opinion for people who couldn’t afford to get it wrong — prime ministers, presidents, and the boards of some of the world’s largest companies. As Executive Chairman of CT Group, the research and strategy firm he co-founded, Crosby has built one of […] The post Sir Lynton Crosby, CT Group Executive Chairman, on the Case for Capitalism appeared first on ExecEdge.