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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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Does SolarEdge (SEDG) Revenue Momentum Outpacing Earnings Expectations Reframe Its Core Investment Story?
Simply Wall St.98d agoneutral
Does SolarEdge (SEDG) Revenue Momentum Outpacing Earnings Expectations Reframe Its Core Investment Story?

Earlier this year, SolarEdge Technologies reported first-quarter results showing revenue growth of 41.5% year on year, beating analyst expectations by 2% amid a broadly strong renewable energy sector. This combination of robust top-line growth and sector-wide strength appeared to support investor confidence even though the company missed earnings forecasts. With SolarEdge’s strong revenue beat now in the rear-view mirror, we’ll examine how this top-line momentum influences the existing...

Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
24/7 Wall St.98d agobullish
Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

RBC Capital and Freedom Broker Raise Price Targets on Deere (DE) After Strong Quarterly Earnings
Insider Monkey98d agoneutral
RBC Capital and Freedom Broker Raise Price Targets on Deere (DE) After Strong Quarterly Earnings

Deere & Company (NYSE:DE) ranks among the best set-it-and-forget-it stocks to buy right now. On May 26, RBC Capital increased its price target for Deere & Company (NYSE:DE) to $752 from $736, retaining an Outperform rating on the company’s shares. The firm referenced Deere’s second-quarter earnings, which outperformed forecasts despite the absence of an IEEPA […]

Airbnb (ABNB) Stock Weighs DCF Upside Against Rich Earnings Multiple
Simply Wall St.98d agoneutral
Airbnb (ABNB) Stock Weighs DCF Upside Against Rich Earnings Multiple

If you are wondering whether Airbnb stock still offers value at current levels, this article walks through what the numbers actually say rather than relying on headlines or hype. Airbnb's share price last closed at US$141.88, with returns of 6.9% over the past month and 6.7% year to date. The stock is up 6.1% over the past year and 13.4% over three years, but has declined 7.3% over five years. Recent coverage of Airbnb has focused on how the business model scales, the regulatory backdrop in...

Deere (DE) Is Up 7.0% After Raising Guidance, Expanding Buybacks And Highlighting AI Efficiency Investments
Simply Wall St.98d agobullish
Deere (DE) Is Up 7.0% After Raising Guidance, Expanding Buybacks And Highlighting AI Efficiency Investments

Earlier this month, Deere & Company filed an omnibus shelf registration covering a wide range of securities while also raising its full-year net income guidance and authorizing a new share repurchase program, alongside highlighting ongoing investments in AI-enabled operational efficiency. This combination of enhanced financial outlook, added balance sheet flexibility, and emphasis on AI-driven cost management is reshaping how investors assess Deere’s long-term profit potential and capital...

Teradyne (TER) Hits All-Time High as Major Customer Reports Stellar Earnings
Insider Monkey98d agobullish
Teradyne (TER) Hits All-Time High as Major Customer Reports Stellar Earnings

Teradyne Inc. (NASDAQ:TER) is one of the 9 Stocks Winning by Double Digits. Teradyne soared to a fresh all-time high on Thursday, as investors placed bets in its stock after one of its largest customers reported a stellar earnings performance in the third quarter of its fiscal year. In intra-day trading, Teradyne Inc. (NASDAQ:TER) surged […]

Bloomberg98d agobullish
China’s Hardware Tech Stocks Look to Earnings to Sustain Rally

(Bloomberg) -- Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityShip Struck in Hormuz as Oil Supertankers Turn Back AgainA surge in AI infrastructure spending by hyperscal