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A Look At Fluor (FLR) Valuation As Mixed Price Moves Contrast With Conflicting Earnings And Cash Flow Signals
Simply Wall St.125d agoneutral
A Look At Fluor (FLR) Valuation As Mixed Price Moves Contrast With Conflicting Earnings And Cash Flow Signals

Fluor stock snapshot after recent performance moves Fluor (FLR) has seen mixed share performance recently, with the stock down about 14% over the past month and roughly 6% over the past 3 months, prompting fresh investor attention. See our latest analysis for Fluor. Despite the recent 1-month share price return declining 13.66% and the 3-month share price return falling 6.23%, Fluor’s year to date share price return of 9.74% and 5-year total shareholder return of 126.98% point to longer term...

A Look At Eli Lilly’s Valuation After Strong Momentum In Share Price And Earnings
Simply Wall St.125d agoneutral
A Look At Eli Lilly’s Valuation After Strong Momentum In Share Price And Earnings

Recent performance context for Eli Lilly (LLY) Eli Lilly (LLY) has drawn investor attention after a period where the stock rose about 15% over the past month and about 10% over the past 3 months, alongside strong reported revenue and net income figures. See our latest analysis for Eli Lilly. That recent 14.7% 30 day share price return comes on top of a 48.9% total shareholder return over the past year and a very large 5 year total shareholder return, so momentum has been building over both...

Assessing Verizon (VZ) Valuation After Recent Pullback And Mixed Earnings Signals
Simply Wall St.125d agoneutral
Assessing Verizon (VZ) Valuation After Recent Pullback And Mixed Earnings Signals

Why Verizon Communications (VZ) is on investors’ radar today Verizon Communications (VZ) has drawn attention after recent share price moves, with the stock showing gains over the past year but declines over the past month and past 3 months. See our latest analysis for Verizon Communications. The recent share price pullback, with the stock down over the past week and past three months, sits against a stronger year to date share price return of 17.99% and a 1 year total shareholder return of...

Morgan Stanley flags unexpected Dell stock update after earnings
TheStreet125d agoneutral
Morgan Stanley flags unexpected Dell stock update after earnings

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...

Why The Modine (MOD) Investment Story Is Shifting With Data Center Deals And New Guidance
Simply Wall St.125d agoneutral
Why The Modine (MOD) Investment Story Is Shifting With Data Center Deals And New Guidance

Modine Manufacturing’s implied fair value has moved from about US$266 to roughly US$330, putting the stock in a higher modeled range than before. Analysts link this shift to stronger Q4 execution, a growing data center opportunity supported by a cited US$4b multi year contract, and raised earnings expectations into 2027 and 2028. As you read on, you will see how these moving pieces shape the current analyst narrative and how to keep track of it as it evolves. Stay updated as the Fair Value...

Morgan Stanley slashes targets on 3 software stocks after earnings
TheStreet125d agoneutral
Morgan Stanley slashes targets on 3 software stocks after earnings

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...

BofA resets MongoDB stock price target after earnings
TheStreet125d agoneutral
BofA resets MongoDB stock price target after earnings

On May 29, Bank of America reiterated its Buy rating and raised its price target to $390 from $375 for MongoDB (MDB), arguing that the company's latest results reinforce the view that MongoDB remains a "share gainer" in the next-generation database market. BofA pointed to stronger-than-expected ...

Morgan Stanley revisits NetApp stock price target after earnings
TheStreet125d agoneutral
Morgan Stanley revisits NetApp stock price target after earnings

NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...

Assessing Enphase Energy (ENPH) Valuation After Q1 Earnings Beat And PowerMatch Rollout
Simply Wall St.125d agobullish
Assessing Enphase Energy (ENPH) Valuation After Q1 Earnings Beat And PowerMatch Rollout

Enphase Energy (ENPH) is in focus after first quarter 2026 adjusted earnings came in ahead of expectations, while revenue declined, in conjunction with the broader rollout of its PowerMatch battery technology across North America. See our latest analysis for Enphase Energy. The share price has surged recently, with a 30 day share price return of 101.95% and year to date share price return of 102.55%. However, the 3 year total shareholder return is down 62.41%, suggesting that shorter term...

JPMorgan resets Dell stock price target after earnings
TheStreet126d agoneutral
JPMorgan resets Dell stock price target after earnings

Two weeks ago, JPMorgan raised its Dell price target to $280 and called it a meaningful move. After Dell's latest earnings, that target lasted less than a fortnight. On May 29, the same analyst nearly doubled it again. Samik Chatterjee, a top-ranked JPMorgan analyst rated eighth among more than ...

Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?
Simply Wall St.126d agobullish
Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?

Sallie Mae (Nasdaq: SLM) recently reported quarterly results that exceeded analyst expectations on both revenue and earnings per share, while also issuing full-year EPS guidance above consensus despite a slight year-on-year revenue decline. SLM also announced that Co-President and Chief Financial Officer Pete Graham will speak at the 2026 Morgan Stanley US Financials Conference, giving investors another chance to hear management discuss the company’s outlook and capital allocation...

Okta (OKTA) Is Up 33.6% After Raising 2027 Guidance On AI-Driven Enterprise Security Demand
Simply Wall St.127d agoneutral
Okta (OKTA) Is Up 33.6% After Raising 2027 Guidance On AI-Driven Enterprise Security Demand

In late May 2026, Okta reported first-quarter revenue of US$765 million and net income of US$74 million, and modestly raised its full-year fiscal 2027 revenue and adjusted EPS guidance. The results and outlook underline how Okta’s growing role in securing AI-driven enterprise workloads, including through collaborations like Automation Anywhere’s EnterpriseClaw, is becoming a meaningful part of its business story. With Okta lifting full-year guidance on the back of AI-focused products and...

The Bull Case For Albemarle (ALB) Could Change Following Aggressive Analyst Earnings Upgrades - Learn Why
Simply Wall St.127d agobullish
The Bull Case For Albemarle (ALB) Could Change Following Aggressive Analyst Earnings Upgrades - Learn Why

In recent months, Albemarle has outperformed its Basic Materials peers as analysts have upgraded the stock and sharply raised full-year earnings estimates, with consensus projections rising very significantly over the past quarter. This rapid shift in analyst expectations suggests growing confidence in Albemarle’s ability to convert operational and cost-efficiency efforts into stronger profitability despite a challenging lithium market backdrop. We’ll now explore how this sharp upgrade in...