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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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Snowflake (SNOW): Eight Firms Raised Targets. Nobody Wants to Talk About the Multiple
Insider Monkey7d agoneutral
Snowflake (SNOW): Eight Firms Raised Targets. Nobody Wants to Talk About the Multiple

On September 2, 2026, Snowflake Inc. (NYSE:SNOW) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 35% to $1.55 billion against a $1.48 billion consensus, product revenue grew 37% to $1.49 billion, and adjusted earnings came in at $0.62 per share versus the $0.45 analysts expected. Management raised full-year product […]

Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside
Insider Monkey7d agoneutral
Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside

On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400. The research firm pointed to the company’s strong returns on investment and its growth in the obesity treatment market. Berenberg said its 2026 return on research investment analysis confirms […]

Strong Operational Momentum Drives Quanta Services’ (PWR) Full-Year Outlook Upgrade
Insider Monkey7d agobullish
Strong Operational Momentum Drives Quanta Services’ (PWR) Full-Year Outlook Upgrade

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Chevron Stock Gets a Boost in Price Target by Goldman Sachs on Production Expansion
TIKR7d agoneutral
Chevron Stock Gets a Boost in Price Target by Goldman Sachs on Production Expansion

Key Stats for Chevron StockPrice change for Chevron stock for Last 1 Year: 32%$CVX Stock Price as of Sep. 16: $21252-Week High: $218$CVX Stock Price Target: $223What Happened?Chevron (CVX) stock is drawing fresh attention after Goldman Sachs raised its price target to $240 a share from $225, even though shares actually slipped 2.

Corning (GLW) Rallied on Strong Long-Term Outlook Upgrade
Insider Monkey7d agobullish
Corning (GLW) Rallied on Strong Long-Term Outlook Upgrade

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Duolingo’s AI Upgrade And Insider Sale Might Change The Case For Investing In Duolingo (DUOL)
Simply Wall St.7d agobullish
Duolingo’s AI Upgrade And Insider Sale Might Change The Case For Investing In Duolingo (DUOL)

Earlier this week, Duolingo highlighted new AI-driven learning tools and the integration of former Max features into its core Super subscription at Citi’s 2026 Global TMT Conference, while a pre-planned stock sale by General Counsel Stephen C. Chen reduced but did not eliminate his shareholding. The combination of advanced AI features moving into the main subscription tier and continued insider ownership offers fresh context for how Duolingo is evolving its product and governance...

Costco faces margin pressure as BofA cuts price target
Proactive8d agobearish
Costco faces margin pressure as BofA cuts price target

Costco Wholesale Corporation (NASDAQ:COST, XETRA:CTO) retained Bank of America Corp (NYSE:BAC)'s Buy rating despite a price target cut, as rising supply chain costs prompted a more cautious margin outlook. In September 16 trading, shares fell to $900.49, while the broker maintained its "buy"...

Broadcom (AVGO) Shares Fell As Slower AI Development Raised Demand Concerns
Simply Wall St.8d agoneutral
Broadcom (AVGO) Shares Fell As Slower AI Development Raised Demand Concerns

Broadcom (NasdaqGS:AVGO) shares were caught in a sector-wide pullback after AI leaders urged slower development of advanced models. Anthropic's CEO published a high-profile essay calling for a pause on rapidly scaling AI systems, citing safety and ethical risks. OpenAI's CEO echoed similar caution, which prompted investors to reassess longer term demand assumptions for AI chips and infrastructure suppliers. This call from Anthropic and OpenAI leadership to slow AI model development is...

Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong
Insider Monkey8d agoneutral
Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong

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 […]