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Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...

The New York financier at the center of the case, Andrew Spaventa, denied the allegations on Friday, and said he planned to defend himself.

In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...

e.l.f. Beauty stock sits at an interesting crossroads right now. The intrinsic value estimate from a Discounted Cash Flow (DCF) approach points to the shares trading at a sizeable discount, while earnings-based valuation checks and a low value score suggest the stock is not obviously cheap. Over the past 5 years, e.l.f. Beauty has delivered a total return of about 212%, which puts current valuation front and center for anyone considering the stock today. Raised longer term revenue ambitions...

In recent days, analysts have reinforced a positive stance on Comfort Systems USA, with an average brokerage recommendation near Buy to Strong Buy and a Zacks Rank #1 (Strong Buy) supported by upward revisions to earnings estimates. What stands out is that Comfort Systems USA’s projected earnings-per-share growth rate is set well above its industry peers, reflecting especially strong optimism around the company’s earnings outlook. We’ll now examine how these upward earnings revisions and...

Recent commentary on Centene (CNC) has focused on a fresh debt redemption plan and higher expectations for revenue and earnings, which together are shaping how investors view the stock’s profitability potential. See our latest analysis for Centene. Centene’s share price has climbed strongly over 2026, with a year to date share price return of 58.07% and a 90 day move of 13.33%, while the 1 year total shareholder return of 145.23% suggests momentum has been building as investors respond to...

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

New Street models more than $600 billion of cash and $150 billion of annual free cash flow by 2030

West Pharmaceutical (WST) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Western Digital (WDC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

TE Connectivity (TEL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...

Investing.com -- Wells Fargo downgraded Roku to Equal Weight from Overweight on Friday, saying the streaming platform's strong second-quarter results had lifted its estimates but left limited upside to its valuation as the company moves toward its planned acquisition by Fox Corp.

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

Investing.com -- J.P. Morgan moved SanDisk to Overweight from Not Rated with a December 2027 price target of $2,250, citing positive takeaways from the company’s 2026 Investor Day held in New York.

BofA hikes Nebius price target to $310 on AI Growth

Investing.com -- Fox Corp. was upgraded to Overweight from Neutral by J.P. Morgan and Wells Fargo, which also raised their price targets, citing stronger earnings prospects, robust advertising trends and the pending acquisition of Roku.

SanDisk (NASDAQ:SNDK) shares gained 3. 8% in pre-market trading, extending the rally triggered by the company’s 2026 Investor Day on Thursday after JPMorgan upgraded the stock to Overweight from rating suspended.

Fox Corp (NASDAQ:FOX) Class A shares climbed 4. 1% in pre-market trading to $68.

In August 2026, Trimble Inc. reported Q2 revenue of US$972 million, booked a US$562.0 million goodwill impairment that drove a US$471.7 million net loss, raised full-year 2026 revenue guidance to US$3.90 billion–US$3.95 billion with a small GAAP diluted net loss per share, and authorized a new US$1.00 billion share repurchase program. Alongside these results, Trimble launched its Trimble Arc Agent AI back-office automation product for transportation and logistics customers and began...

Okta (OKTA) moved into focus after Citizens JMP Securities upgraded the cybersecurity company to Market Outperform, citing its role in securing identity for artificial intelligence agents and its broad enterprise customer base. See our latest analysis for Okta. The upgrade comes on the back of strong momentum in Okta's share price, with a 90-day share price return of 87.15% and a year-to-date share price return of 85.20%. The 3-year total shareholder return of 119.06% contrasts with a 5-year...

Merck stock has almost doubled investors' money over the past five years, yet there is a clear split between valuation tools. A Discounted Cash Flow (DCF) estimate points to a sizeable gap to intrinsic value, while market based multiples suggest the shares are already pricing in a lot of optimism. Merck has returned 99.7% over five years, which puts recent gains in focus as investors weigh how much future growth is already reflected in the price. Ongoing investment in oncology and new...

Citizens JMP Securities upgrade of Okta points to growing demand for securing AI agents as a key near-term catalyst ahead of the company’s Aug. 26 earnings report.

Microsoft stock gets a stunning price target hike on AI growth

Microsoft spent most of this year being punished for spending too much. The stock fell more than 20%. Analysts cut targets. The narrative shifted from AI winner to AI victim. Wells Fargo was part of that story. In mid-July, it trimmed its own target to $625 from $650, nervous about how much capital ...

Microsoft stock extends gains on a bullish JPMorgan research note. Here’s why the firm recommends buying MSFT shares at current levels.

JPMorgan says Salesforce stock is inexpensive to own at current levels. Here’s why the firm is bullish on CRM shares.

West Pharmaceutical's Q2 beat, faster HVP growth and wider margins drove a higher 2026 outlook, strengthening its earnings case.

Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.