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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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Micron Technology (MU) Could Be 53% Undervalued As AI Demand Builds Ahead Of Earnings
Simply Wall St.24d agoneutral
Micron Technology (MU) Could Be 53% Undervalued As AI Demand Builds Ahead Of Earnings

Micron Technology (MU) heads into its late September earnings report with attention firmly on its AI driven memory demand, recent Boise investments in research and training, and fresh leadership changes in key operational roles. Micron Technology’s recent 1 month share price return of 16.5% comes after a roughly 11.2% decline over the past 3 months. Yet the year to date share price return of about 204% and very large 1 year total shareholder return suggest momentum is still firmly positive as...

Blackstone (BX) Stock May Be Above Fair Value Despite Strong Earnings
Simply Wall St.25d agoneutral
Blackstone (BX) Stock May Be Above Fair Value Despite Strong Earnings

Blackstone stock has delivered a strong 3 year return, yet the current market price screens as expensive on both an intrinsic value estimate and on market multiples. The key issue for investors is that Blackstone does not currently look like a clear bargain based on these checks. Over the past 3 years, Blackstone has returned about 50.8% which means recent investors have already seen substantial gains that may limit the margin for error at today’s price. Future fee growth and cash flows from...

Vertiv (VRT) Stock May Be Fairly Valued On Raised AI Guidance
Simply Wall St.25d agoneutral
Vertiv (VRT) Stock May Be Fairly Valued On Raised AI Guidance

Vertiv Holdings Co has delivered a very strong share price run over the past five years, yet current valuation checks suggest the stock is closer to fairly valued than obviously cheap or expensive. The Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples both sit in an about right zone, which provides a more balanced starting point after such a big move. The stock has returned about 8 times over 5 years, which sets a high bar for any further value creation from...

Can Intuit (INTU) Justify Its Valuation As Guidance And Dividend Support The Story?
Simply Wall St.25d agoneutral
Can Intuit (INTU) Justify Its Valuation As Guidance And Dividend Support The Story?

What Intuit’s latest guidance and dividend move tell you Intuit (INTU) paired its fiscal 2027 guidance with a higher dividend and an update on buybacks, giving you fresh numbers on revenue, earnings and capital returns to weigh against the stock’s recent performance. Those new targets and capital return moves arrive after a sharp reset in sentiment around Intuit. The stock’s share price is at US$359.31, with a 30 day share price return of 13.68% and a 1 year total shareholder return that has...

Rockwell Automation (ROK) Stock May Be 18% Overvalued On Cash Flow And Earnings
Simply Wall St.25d agoneutral
Rockwell Automation (ROK) Stock May Be 18% Overvalued On Cash Flow And Earnings

Rockwell Automation stock has delivered a solid 44.6% return over the past five years, while current valuation checks suggest the shares trade at a premium to an intrinsic value estimate built from projected cash flows and to what earnings based multiples imply. A 44.6% gain over five years points to a stock that has already rewarded patient shareholders, which can make entry points more sensitive to valuation assumptions. Expectations for continued cash generation from Rockwell Automation's...