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24,266 signal articles · 40 in last 24h · 115,327 total before filter · latest 2h ago
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Investing.com17d agobearish
Baird downgrades Caterpillar to Neutral on rising data center regulatory risks

Investing.com -- Baird downgraded Caterpillar to Neutral from Outperform and cut its price target to $900 from $1,200, arguing that mounting U.S. state and local regulations targeting data center development could slow equipment demand from 2027 onward, even as the company's near-term order book remains strong.

McGraw Hill (MH) Following Shelf Filing And Moody’s Upgrades Still Looks Undervalued
Simply Wall St.17d agobullish
McGraw Hill (MH) Following Shelf Filing And Moody’s Upgrades Still Looks Undervalued

McGraw Hill (MH) recently filed a US$1.58b shelf registration for common stock while also receiving a series of Moody’s rating upgrades, drawing fresh attention to how the company might manage future funding needs. See our latest analysis for McGraw Hill. The recent shelf registration and Moody’s upgrades have coincided with a sharp rebound in McGraw Hill’s stock, with a 1-day share price return of 6.5% and 7-day share price return of 17.8%. Even with this bounce, the year to date share price...

Do Sezzle's Upgraded Estimates Reshape the Growth Narrative for SEZL Investors?
Simply Wall St.17d agobullish
Do Sezzle's Upgraded Estimates Reshape the Growth Narrative for SEZL Investors?

Earlier this month, Zacks Equity Research highlighted Sezzle Inc. as an attractive growth-focused payments company, citing a strong Growth Score, a top Zacks Rank, and expectations for earnings per share expansion that outpaces its diversified financials peers. The report also pointed to fast-growing cash flows and recent upward revisions to earnings estimates as key supports for Sezzle’s earnings outlook. Next, we’ll examine how Sezzle’s upgraded earnings estimates and growth profile could...

CAT Stock Downgrade On Data Center Moratorium Hamstrings Dow Jones Industrial Futures
Investor's Business Daily17d agobearish
CAT Stock Downgrade On Data Center Moratorium Hamstrings Dow Jones Industrial Futures

Caterpillar's strong order and backlog growth are likely to slow in 2027 and 2028, Baird projected on Wednesday, highlighting the recent New York data center moratorium as an example of growing state and local regulatory pushback. CAT stock dragged the Dow Jones into the red before Wednesday's open, as S&P 500 futures pointed higher. Baird downgraded CAT to neutral from outperform, cutting its price target to 900 from 1,200, according to The Fly investment news site.

HIVE Digital gets its first analyst rating from Chardan Capital
TheStreet18d agoneutral
HIVE Digital gets its first analyst rating from Chardan Capital

HIVE Digital Technologies received its first-ever analyst coverage from Chardan Capital on July 27, 2026, with the firm initiating a "Buy" rating and a price target of $7.50. HIVE, listed on Nasdaq and also trading on the Toronto Stock Exchange, builds and operates Tier-I and Tier-III data centers ...

Raymond James issues absurd price target for SpaceX stock
TheStreet18d agoneutral
Raymond James issues absurd price target for SpaceX stock

SpaceX stock has had a rough few weeks. Shares are trading 50% below all-time highs shortly after the company's record-breaking initial public offering in June. Yet one Wall Street firm is not backing down. In fact, it is doubling down with a price target that would make SpaceX one of the most ...

Honeywell upgraded by Bank of America on stronger order trends
Proactive18d agobullish
Honeywell upgraded by Bank of America on stronger order trends

Honeywell International Inc (NYSE:HON, XETRA:ALD) was upgraded to ‘Neutral’ from ‘Underperform’ by Bank of America, which raised its price objective to $265 from $220, above current levels of $247, following a second quarter performance that exceeded expectations and improved visibility into the...

Apple Upgrade program seen as "directionally positive" by BofA
Proactive18d agobullish
Apple Upgrade program seen as "directionally positive" by BofA

Apple Inc (NASDAQ:AAPL, XETRA:APC) has rolled out Apple Upgrade nationwide in the US, a hardware-leasing program available through the company's online store, the Apple Store app and its retail locations. The program offers 12- and 24-month leasing terms for iPhone and Apple Watch, and 24-...

Aging Jets, Rising Threats: Why RTX Corporation (RTX) Just Raised Its 2026 Outlook
Insider Monkey18d agoneutral
Aging Jets, Rising Threats: Why RTX Corporation (RTX) Just Raised Its 2026 Outlook

RTX Corporation (NYSE:RTX) on Thursday lifted its sales and profit outlook for 2026, amid sustained demand for commercial aircraft maintenance and military systems, as airlines continue to rely on older fleets and governments restock weapons. The aerospace and defense company now projects adjusted sales in the range of $95 billion to $96 billion, up from […]

Top analyst revamps Google stock price target on key move
TheStreet18d agoneutral
Top analyst revamps Google stock price target on key move

Alphabet reported earnings on July 22 and the stock dropped more than 7% in a single session. The numbers weren't bad. Cloud grew 82% year over year. Advertising held up. EPS beat. What rattled investors was the spending. Capital expenditure guidance for 2026 came in at $195 billion to $205 ...

Is PayPal Holdings (PYPL) Undervalued After Its Q2 Beat And Raised Outlook?
Simply Wall St.18d agobullish
Is PayPal Holdings (PYPL) Undervalued After Its Q2 Beat And Raised Outlook?

PayPal Holdings (PYPL) is back in focus after reporting second quarter 2026 results that paired higher sales with lower net income, giving investors fresh numbers to weigh against this year’s takeover speculation. See our latest analysis for PayPal Holdings. The Q2 beat and raised profit outlook have arrived during a volatile stretch for PayPal Holdings, where the share price has climbed 26.6% over the past month but the 1 year total shareholder return is still down 27.7% after several years...

Investing.com18d agobullish
BofA upgrades Honeywell Technologies to Neutral after strong quarter, lifts PT

Investing.com -- BofA Securities upgraded Honeywell Technologies to Neutral from Underperform and raised its price target to $265 from $205, saying stronger execution and broad-based order growth have improved confidence in the company's second-half growth outlook. The brokerage's more constructive stance follows Honeywell Technologies' second-quarter results, which exceeded expectations across all three business segments and prompted management to raise its full-year 2026 guidance for organic g