SanDisk and Western Digital stocks inched higher overnight after two days of sharp losses, but analysts say moderating growth is beginning to raise red flags.
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Fastly stock sinks despite market-beating Q2 earnings and upbeat future guidance. Evercore ISI and KeyBanc analysts recommend buying the dip in FSLY shares today.
PWR's raised 2026 outlook and record backlog highlight accelerating infrastructure demand, with acquisitions expanding its reach into power and data centers.
Growth slowdown in services and high memory costs make the firm bearish on the company.
Woodward's Q3 beat and higher outlook support 2027 growth, but fading pricing benefits, China exit effects and heavy spending cloud the path.
T-Mobile is changing how customers finance new devices after previously saying it would scale back free phone deals and device subsidies. During an earnings call in February, T-Mobile CEO Srini Gopalan revealed that the company is moving away from device subsidies and will rethink its approach to ...
IPG (IPGP) 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.
Advantest (ATEYY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Bristol Myers (BMY) 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.
Ford Motor (F) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
PWR lifts its 2026 revenue, earnings and cash flow outlook after a strong quarter. Can sustained execution keep pace with its bigger growth targets?
Intuitive Surgical's da Vinci 5 is gaining rapid adoption, fueling hospital upgrades as software enhancements build a potential multi-year capital cycle.
AT&T has made a billion-dollar move to enhance its network for wireless customers after rolling out a series of price increases this year amid rising competition. For instance, in April, the carrier raised prices for its retired unlimited wireless plans that were active before July 24, ...
Zillow downgraded, Global Payments upgraded: Wall Street's top analyst calls
Investing.com -- JPMorgan upgraded its credit recommendation on Kraft Heinz to Overweight from Neutral, citing better-than-expected quarterly results, disciplined balance sheet management and greater confidence that the packaged food maker can fund higher investment in its brands while keeping leverage under control.
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]
The future of Bitcoin is at stake, and so is the value of Strategy's $54 billion Bitcoin investment.
Raytheon, an RTX (NYSE:RTX) company, has delivered and installed the first SPY-6(V)4 radar array at Wallops Island. The radar is part of the U.S. Navy's Flight IIA Destroyer modernization and backfit program. Extensive testing of the SPY-6(V)4 system is expected to follow this initial installation. RTX is drawing investor attention with this SPY-6(V)4 milestone, which sits alongside a strong recent share price run. The stock last closed at $222.31, with returns of 3.3% over the past week,...
Investment firm Piper Sandler upgraded Kratos Defense & Security Solutions to Overweight with a $75 price target.
H's Q2 earnings beat, faster fee growth and higher RevPAR outlook highlight operating momentum as regional weakness tests the pace of future gains.
Zebra Technologies Corporation reported past second-quarter 2026 results with revenue rising to US$1,557 million and net income to US$233 million, driving basic earnings per share from continuing operations to US$4.89 from US$2.20 a year earlier. Alongside these record results, management raised full-year 2026 guidance for sales growth and profitability, pointing to broad-based demand and meaningful contributions from recent acquisitions such as Elo Touch. We'll now examine how Zebra's...
Kratos Defense cleared Q2 estimates, lifted its guidance. KTOS stock jumps on upgrade as outlook offers "comfort" to analyst.
AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.
Valero Energy (VLO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
ON Semiconductor Corp. (ON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Kratos Defense & Security Solutions (KTOS) just delivered second quarter 2026 results that came in above earlier expectations for revenue and adjusted EBITDA, and management raised full year revenue and organic growth outlooks. See our latest analysis for Kratos Defense & Security Solutions. Kratos Defense & Security Solutions’ latest earnings and raised guidance arrived after a weak stretch for the stock, with the share price down 34.6% year to date despite a very large 3 year total...
Eli Lilly and Co (NYSE:LLY) shares rose nearly 7% in early trading Wednesday after the drugmaker reported second quarter results that topped Wall Street revenue expectations and raised its full-year 2026 revenue outlook, with strong demand for its Mounjaro and Zepbound weight-loss and diabetes...
Investing.com -- Citi has downgraded Burlington Stores to Neutral from Buy, telling investors in a note Wednesday that the shares have run close to its target price and no longer offer an attractive risk/reward.