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HPE shares jump 5% as Morgan Stanley upgrade points to nearly 30% upside
InvestorsHub5d agobullish
HPE shares jump 5% as Morgan Stanley upgrade points to nearly 30% upside

HP Enterprise (NYSE:HPE) shares climbed 5% in Monday’s pre-market trading after Morgan Stanley upgraded the enterprise technology company from “Equalweight” to “Overweight,” citing an increasingly attractive outlook for earnings, cash generation and valuation. The investment bank set a $69 price target on HPE.

5-star analyst resets AMD stock price target
TheStreet6d agoneutral
5-star analyst resets AMD stock price target

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...

Does Record Backlog And Raised 2026 Outlook Change The Bull Case For General Dynamics (GD)?
Simply Wall St.6d agoneutral
Does Record Backlog And Raised 2026 Outlook Change The Bull Case For General Dynamics (GD)?

General Dynamics recently reported past second-quarter 2026 results showing revenue of US$14.09 billion and net income of US$1.16 billion, while its board elected long-time executive and current president Danny Deep to the board of directors and affirmed a regular quarterly dividend of US$1.59 per share. These results were accompanied by a record backlog of US$136.50 billion and higher full-year 2026 guidance, underscoring strong demand across all four business segments. With this backdrop...

Cigna (CI) Stock Still Looks Cheap Following Raised 2026 Outlook
Simply Wall St.6d agoneutral
Cigna (CI) Stock Still Looks Cheap Following Raised 2026 Outlook

Cigna Group stock has delivered a 47.1% total return over the past 5 years, yet current valuation checks still lean toward the shares looking inexpensive rather than fully priced in. In light of recent earnings news and a steady long term track record, investors are weighing whether the recent price of US$282.49 already reflects this progress. Over 5 years, a 47.1% return suggests Cigna Group has rewarded patient shareholders while still inviting a closer look at whether the current price...

Is Record Q2 Results And Raised Outlook Altering The Investment Case For Atmus Filtration Technologies (ATMU)?
Simply Wall St.6d agoneutral
Is Record Q2 Results And Raised Outlook Altering The Investment Case For Atmus Filtration Technologies (ATMU)?

Atmus Filtration Technologies Inc. reported past second-quarter 2026 results with record sales of US$527.9 million and net income of US$63.9 million, and raised its full-year 2026 net sales guidance to a range of US$1.98 billion to US$2.03 billion. The quarter highlighted the contribution from the Koch Filter acquisition and Power Solutions growth, alongside active capital returns through share repurchases and dividends while the company continued to integrate Koch Filter and pursue...

Caterpillar (CAT) Could Be 13% Undervalued After Record Quarter And Raised Outlook
Simply Wall St.8d agoneutral
Caterpillar (CAT) Could Be 13% Undervalued After Record Quarter And Raised Outlook

Caterpillar (CAT) is back in focus after reporting record second quarter results, lifting its full year sales outlook as demand tied to AI data center construction and power generation continues to shape the story. See our latest analysis for Caterpillar. Caterpillar’s strong guidance and record backlog have pulled the stock sharply higher this year, with a year to date share price return of 43.21% and a one year total shareholder return of 107.3%. That momentum has cooled more recently, with...

Oracle price target lowered by UBS amid AI spending concerns
Proactive8d agoneutral
Oracle price target lowered by UBS amid AI spending concerns

Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI. The analysts wrote that...

Unity shares gain as analysts raise price targets on Vector momentum
Proactive8d agoneutral
Unity shares gain as analysts raise price targets on Vector momentum

Unity Software Inc (NYSE:U) shares moved higher on Friday after analysts at Wedbush and Bank of America raised their outlooks for the company, citing stronger-than-expected growth in its Vector advertising platform and the potential for further gains from the integration of runtime...