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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Altria Just Raised Its 6.4% Dividend—Can It Keep Paying?
24/7 Wall St.20d agoneutral
Altria Just Raised Its 6.4% Dividend—Can It Keep Paying?

Altria just handed shareholders a bigger check for the 60th time in 56 years, but negative operating cash flow last quarter and a vape unit bleeding billions in impairments raise a real question about whether the streak has a price.

What ATI (ATI)'s Raised 2026 Outlook and Record Aerospace Backlog Means For Shareholders
Simply Wall St.21d agoneutral
What ATI (ATI)'s Raised 2026 Outlook and Record Aerospace Backlog Means For Shareholders

ATI recently reported quarterly results that came in above its own guidance, raised its full-year 2026 adjusted EBITDA, earnings and free cash flow outlook again, and highlighted a record US$4.40 billion backlog largely fueled by aerospace and defense demand. An interesting takeaway is how aerospace and defense now contribute 68% of ATI’s revenue, with defense sales and margins climbing on the back of capacity investments and strong order visibility. We’ll now examine how ATI’s raised...

RBC Raised Adobe’s Target Before an “In-Line” Quarter — Because Its Peers Got More Expensive
Insider Monkey21d agoneutral
RBC Raised Adobe’s Target Before an “In-Line” Quarter — Because Its Peers Got More Expensive

Adobe Inc. (NASDAQ:ADBE) reports its fiscal third-quarter results on September 10. RBC Capital believes that the company’s path toward company-specific multiple expansion depends on ARR re-acceleration. On September 2, analyst Matthew Swanson raised the price target on the stock to $315.00 (from $285.00) while maintaining an Outperform rating. The firm explicitly attributed the price increase to […]

How Analyst Upgrades and Backlog Strength Versus FAA Penalties At Boeing (BA) Has Changed Its Investment Story
Simply Wall St.21d agobullish
How Analyst Upgrades and Backlog Strength Versus FAA Penalties At Boeing (BA) Has Changed Its Investment Story

Boeing recently disclosed it quietly paid a US$3.1 million FAA penalty for 737 MAX quality violations and announced that longtime controller Michael J. Cleary will retire in 2027, with former Ernst & Young partner Ryan L. Shedd set to become senior vice president, controller, and principal accounting officer after the 2026 Form 10-K filing. At the same time, analysts have turned more positive on Boeing’s long-term prospects, highlighting record backlog and improving cash flows even as...

Upstart Holdings (UPST) Just Raised A Bigger Question
Simply Wall St.21d agoneutral
Upstart Holdings (UPST) Just Raised A Bigger Question

UMI update puts Upstart Holdings’ risk gauge in focus Upstart Holdings (UPST) has released its August 2026 origination figures along with a fresh reading of its Upstart Macro Index at 1.50, giving investors a closer look at current default risk assumptions. Despite the fresh UMI reading, recent trading shows pressure on Upstart Holdings, with the share price at $28.52 after a 1-day share price return of 1.24%, a year-to-date share price return that is down 37.78%, and a 1-year total...

Robinhood Stock Soars Thanks to Wall Street Upgrades, Platform Expansion
Barrons.com21d agobullish
Robinhood Stock Soars Thanks to Wall Street Upgrades, Platform Expansion

Shares of Robinhood jumped 15.2% Thursday on a more favorable outlook for the company and after several analysts published positive reports about the brokerage firm’s stock in recent days. Analysts from Morgan Stanley and Scotiabank upgraded Robinhood this week. A Piper Sandler analyst raised his price target as well.

Visa (V) Could Be 92% Above Fair Value Following Its AI Fraud Detection Upgrade
Simply Wall St.21d agobullish
Visa (V) Could Be 92% Above Fair Value Following Its AI Fraud Detection Upgrade

Visa (V) has drawn fresh attention after unveiling a major upgrade to its A2A Protect platform, using AI and Featurespace technology to deliver real-time risk scores on account to account payments. For investors, these product updates land alongside solid share price momentum, with a 90 day share price return of 18.18% and a 30 day share price return of 3.48%. Visa’s 5 year total shareholder return of 71.55% points to sustained value creation over a longer horizon. Scan for other payment and...

Investing.com21d agobullish
Macquarie upgrades Broadcom on Anthropic compute ramp

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.