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eBay (EBAY) Reports Strong Revenue Growth And Depop Deal, Is Fair Value Already Priced In?
Simply Wall St.1d agoneutral
eBay (EBAY) Reports Strong Revenue Growth And Depop Deal, Is Fair Value Already Priced In?

Why eBay stock is back in focus eBay (EBAY) is back on investors' radar after reporting 14.7% revenue growth over the last twelve months, paired with fresh guidance and its Depop acquisition in consumer fashion. Recent price action around eBay has been calm on the surface, with the share price edging 1.9% higher over the past month while management has talked up focused categories, preowned goods and the Depop deal. However, the 3-year total shareholder return of 167.3% signals that longer...

Can Salesforce’s New AIforce Layer Deepen Its Ecosystem Moat and Monetization Story for CRM?
Simply Wall St.1d agoneutral
Can Salesforce’s New AIforce Layer Deepen Its Ecosystem Moat and Monetization Story for CRM?

At Dreamforce 2026, Salesforce unveiled AIforce, an open, provider-agnostic AI layer, and highlighted rapid adoption of its AI products, including Agentforce and Data Cloud 360, supported by integrations with AWS and Google Cloud. This push to embed governed, agentic AI across partner ecosystems and customer workflows suggests Salesforce is increasingly positioning its platform as the operational backbone for enterprise AI. We’ll now examine how AIforce’s open, governed AI layer may...

Twilio (TWLO) Could Be 12% Undervalued On Raised 2026 Growth Outlook
Simply Wall St.1d agoneutral
Twilio (TWLO) Could Be 12% Undervalued On Raised 2026 Growth Outlook

Twilio (TWLO) has been in focus after a strong second quarter, where revenue outpaced Wall Street expectations and management lifted its 2026 organic growth outlook, helped by rising usage from AI agents. That optimism has flowed quickly into the share price, with Twilio posting a 7-day share price return of 21.69%, a 30-day gain of 30.60%, a 90-day move of 52.29%, and a 110.10% year-to-date share price return. The 1-year total shareholder return of 181.58% and 3-year total shareholder return...

3 Software Stocks to Target This Week
StockStory1d agoneutral
3 Software Stocks to Target This Week

From commerce to culture, software is digitizing every aspect of our lives. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 47.5% return has topped the S&P 500 by 29.1 percentage points.

Aurora Innovation Targets 30,000 Driverless Trucks, $5B Revenue by 2030
MarketBeat1d agoneutral
Aurora Innovation Targets 30,000 Driverless Trucks, $5B Revenue by 2030

Aurora Innovation (NASDAQ:AUR) used its 2026 Analyst and Investor Day to outline plans to expand its driverless trucking operations, scale hardware production and pursue an asset-light Driver-as-a-Service model aimed at supporting more than 30,000 trucks by 2030. Co-founder and CEO Chris Urmson sai

2 Industrials Stocks to Keep an Eye On and 1 We Turn Down
StockStory1d agoneutral
2 Industrials Stocks to Keep an Eye On and 1 We Turn Down

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.7% has fallen short of the S&P 500’s 18.4% rise.

1 Volatile Stock to Own for Decades and 2 That Underwhelm
StockStory2d agoneutral
1 Volatile Stock to Own for Decades and 2 That Underwhelm

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid
StockStory2d agoneutral
2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.