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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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Renaissance Investment Management Expects Positive Upward Revision for Lam Research (LRCX)
Insider Monkey107d agoneutral
Renaissance Investment Management Expects Positive Upward Revision for Lam Research (LRCX)

Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Materials sectors outperformed, Financials and Consumer Discretionary lagged. Large-cap stocks underperformed smaller-cap stocks, and Value outperformed Growth. […]

2 Reasons to Like BKNG (and 1 Not So Much)
StockStory107d agoneutral
2 Reasons to Like BKNG (and 1 Not So Much)

Over the last six months, Booking’s shares have sunk to $172.95, producing a disappointing 19.1% loss - a stark contrast to the S&P 500’s 10.9% gain. This might have investors contemplating their next move.

3 Reasons TMO is Risky and 1 Stock to Buy Instead
StockStory107d agobullish
3 Reasons TMO is Risky and 1 Stock to Buy Instead

Over the last six months, Thermo Fisher’s shares have sunk to $464.50, producing a disappointing 17.4% loss - a stark contrast to the S&P 500’s 10.9% gain. This might have investors contemplating their next move.

Dick's (DKS): Buy, Sell, or Hold Post Q1 Earnings?
StockStory107d agoneutral
Dick's (DKS): Buy, Sell, or Hold Post Q1 Earnings?

Dick's has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 6.8% to $224.38 per share while the index has gained 10.9%.

3 Reasons to Avoid LOW and 1 Stock to Buy Instead
StockStory107d agobullish
3 Reasons to Avoid LOW and 1 Stock to Buy Instead

Over the last six months, Lowe’s shares have sunk to $218.65, producing a disappointing 11.7% loss - a stark contrast to the S&P 500’s 10.9% gain. This may have investors wondering how to approach the situation.

3 Reasons to Sell PHM and 1 Stock to Buy Instead
StockStory107d agoneutral
3 Reasons to Sell PHM and 1 Stock to Buy Instead

PulteGroup has been treading water for the past six months, recording a small return of 1.1% while holding steady at $122.97. The stock also fell short of the S&P 500’s 10.9% gain during that period.

3 Reasons to Sell DCI and 1 Stock to Buy Instead
StockStory107d agoneutral
3 Reasons to Sell DCI and 1 Stock to Buy Instead

Over the past six months, Donaldson’s shares (currently trading at $85.86) have posted a disappointing 6.7% loss, well below the S&P 500’s 10.9% gain. This might have investors contemplating their next move.

2 Reasons to Watch OSBC and 1 to Stay Cautious
StockStory107d agoneutral
2 Reasons to Watch OSBC and 1 to Stay Cautious

Old Second Bancorp has been treading water for the past six months, recording a small return of 3.9% while holding steady at $21.66. The stock also fell short of the S&P 500’s 10.9% gain during that period.

2 Reasons to Like TPC (and 1 Not So Much)
StockStory107d agoneutral
2 Reasons to Like TPC (and 1 Not So Much)

Tutor Perini trades at $77.92 per share and has stayed right on track with the overall market, gaining 15.3% over the last six months. At the same time, the S&P 500 has returned 10.9%.

2 Reasons to Like CVX and 1 to Stay Skeptical
StockStory107d agoneutral
2 Reasons to Like CVX and 1 to Stay Skeptical

Chevron has had an impressive run over the past six months as its shares have beaten the S&P 500 by 9.5%. The stock now trades at $177.80, marking a 20.4% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

3 Reasons to Avoid OKTA and 1 Stock to Buy Instead
StockStory107d agobullish
3 Reasons to Avoid OKTA and 1 Stock to Buy Instead

Over the past six months, Okta has been a great trade, beating the S&P 500 by 15.3%. Its stock price has climbed to $113.87, representing a healthy 26.2% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.