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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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Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver
Insider Monkey14d agoneutral
Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver

Goldman Sachs has cut its delivery forecast for Tesla, Inc. (NASDAQ:TSLA) while citing weaker sales trends across the company’s most important markets. The investment bank slashed its Q3 delivery forecast to 435,000 vehicles from 490,000. It also lowered its Q4 delivery forecast to 475,000 vehicles from 515,000. The question now is whether Tesla’s demand weakness […]

Is Regal Rexnord (RRX) Trading At A Discount To Cash Flow?
Simply Wall St.14d agoneutral
Is Regal Rexnord (RRX) Trading At A Discount To Cash Flow?

Regal Rexnord has delivered a 13.7% gain over the past 5 years, yet its recent pullback raises a simple question for you as an investor. Is the current share price of US$148.05 adequately explained by the cash flows the business is expected to generate? A 13.7% return over 5 years puts real money on the line for holders, so the crucial issue is whether those cash flows still justify staying invested at today's level. Regal Rexnord's ability to turn earnings into cash, and decide how much of...

Roblox (RBLX) Is Up 5.1% After Launching “Roblox Everywhere” Standalone Apps Initiative Has The Bull Case Changed?
Simply Wall St.14d agoneutral
Roblox (RBLX) Is Up 5.1% After Launching “Roblox Everywhere” Standalone Apps Initiative Has The Bull Case Changed?

Earlier in September 2026, Roblox Corporation announced “Roblox Everywhere,” a program that will let creators publish their experiences as standalone applications across multiple platforms, expanding distribution beyond the core Roblox app. This shift could reshape how value is shared on the platform by turning individual Roblox experiences into app-like products that reach users who may never open the main Roblox client. We’ll now explore how opening Roblox experiences as standalone apps...

Centrus Energy (LEU) Signs Two HALEU Supply Agreements Backing Reactor And Security Demand
Simply Wall St.14d agoneutral
Centrus Energy (LEU) Signs Two HALEU Supply Agreements Backing Reactor And Security Demand

Centrus Energy (NYSE:LEU) agreed to a multi year HALEU supply contract with Antares Nuclear to fuel advanced reactor projects. The company also signed an agreement with Radiant that links its HALEU output to advanced reactors and national security uses. Both arrangements include prepayments intended to expand Centrus Energy's domestic high assay low enriched uranium production capacity. The new Antares and Radiant HALEU deals change the story, but they should not be your only focus. Check...

3 US Stocks Tied To Onshoring That Investors May Want To Watch
Simply Wall St.14d agoneutral
3 US Stocks Tied To Onshoring That Investors May Want To Watch

Trade disputes, tech regulations and shifting rules on critical exports are pulling global supply chains in new directions, turning onshoring from a buzzword into a real capital spending theme. That creates a window for investors who want exposure to solid manufacturers linked to domestic production rather than far flung networks. This article examines three large cap stocks connected to these developments and outlines key reasons each one may warrant closer review at this time. The three...

Tempus AI (TEM) Is Up 31.9% After Launching 100,000‑Genome AI Research Platform Initiative
Simply Wall St.14d agoneutral
Tempus AI (TEM) Is Up 31.9% After Launching 100,000‑Genome AI Research Platform Initiative

Earlier this month, Tempus AI announced a multi‑year initiative to build a research platform of 100,000 whole genomes linked to longitudinal clinical, imaging, pathology and outcome data, with plans to eventually scale toward one million genomes and offer broad access via its Tempus Lens environment by mid‑2027. This move extends Tempus AI beyond targeted panels into whole‑genome sequencing, creating a model‑ready, multimodal dataset specifically tailored for AI‑driven disease and drug...

Is Novanta’s (NOVT) High-Margin Revenue Momentum Redefining Its Competitive Moat?
Simply Wall St.14d agoneutral
Is Novanta’s (NOVT) High-Margin Revenue Momentum Redefining Its Competitive Moat?

In recent commentary, Novanta (NASDAQ:NOVT) has been highlighted for its multi-year annual revenue growth of 10.7% and a gross margin of 44.4%, reflecting perceived market share gains and strong product positioning. This attention centers on Novanta’s combination of demand acceleration expectations and high-margin products, which analysts view as evidence of superior competitive capabilities. Next, we will examine how this focus on Novanta’s revenue momentum and margins may influence the...

Iovance Biotherapeutics (IOVA) Stock Fair Value Edges Higher On Amtagvi Margin Progress
Simply Wall St.14d agoneutral
Iovance Biotherapeutics (IOVA) Stock Fair Value Edges Higher On Amtagvi Margin Progress

The analyst fair value estimate for Iovance Biotherapeutics has shifted from US$9.33 to US$10.00 per share, reflecting a fresh round of updated models. Recent research points to Amtagvi revenue trends, margin progression, and the potential impact of upcoming data such as IOV-LUN-202 as key reasons behind the new cluster of price targets in the US$10 to US$15 range. Read on to see how these moves fit into the broader analyst narrative and how to track the next set of updates. Analyst Price...

How Dow’s AI-Driven Efficiency Push and SupraCare Expansion At Dow (DOW) Has Changed Its Investment Story
Simply Wall St.14d agoneutral
How Dow’s AI-Driven Efficiency Push and SupraCare Expansion At Dow (DOW) Has Changed Its Investment Story

Earlier this month, Univar Solutions USA LLC announced an expanded agreement to distribute Dow’s SupraCare™ polymers and specialty additives for homecare and industrial cleaning formulators across the US and Canada, while Dow also outlined progress on its Transform to Outperform efficiency program. This combination of broader market access for high-performance cleaning ingredients and a technology-driven cost-saving plan underscores how Dow is pairing product innovation with operational...

Walmart (WMT) Debuts Predictive Precision Targeting At Sam's Club
Simply Wall St.14d agoneutral
Walmart (WMT) Debuts Predictive Precision Targeting At Sam's Club

Walmart (NasdaqGS:WMT) unit Sam's Club has introduced Predictive Precision Targeting to support first party data-driven advertising for brands. The new Sam's Club capability is pitched as offering measurable performance insights for advertisers using member shopping and engagement data. Walmart and several large retailers are facing scrutiny in 2026 for scaling back diversity, equity, and inclusion initiatives across their operations. The rollout of Predictive Precision Targeting at Sam's...

Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know
Insider Monkey14d agoneutral
Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session. Reuters reported that the two companies have expanded their agreement to increase production capacity for […]

Netflix (NFLX) Gets a Bullish $110 Target: What’s Driving the Outlook?
Insider Monkey14d agoneutral
Netflix (NFLX) Gets a Bullish $110 Target: What’s Driving the Outlook?

On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating. The research firm rolled its valuation framework forward to 2028 and applied a multiple of 25 times its 2028 EPS estimate. The new price target represents more than 40% upside from the share […]