Actualités

Investing.com -- JPMorgan upgraded its credit recommendation on Kraft Heinz to Overweight from Neutral, citing better-than-expected quarterly results, disciplined balance sheet management and greater confidence that the packaged food maker can fund higher investment in its brands while keeping leverage under control.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

The future of Bitcoin is at stake, and so is the value of Strategy's $54 billion Bitcoin investment.

Raytheon, an RTX (NYSE:RTX) company, has delivered and installed the first SPY-6(V)4 radar array at Wallops Island. The radar is part of the U.S. Navy's Flight IIA Destroyer modernization and backfit program. Extensive testing of the SPY-6(V)4 system is expected to follow this initial installation. RTX is drawing investor attention with this SPY-6(V)4 milestone, which sits alongside a strong recent share price run. The stock last closed at $222.31, with returns of 3.3% over the past week,...

Investment firm Piper Sandler upgraded Kratos Defense & Security Solutions to Overweight with a $75 price target.

H's Q2 earnings beat, faster fee growth and higher RevPAR outlook highlight operating momentum as regional weakness tests the pace of future gains.

Zebra Technologies Corporation reported past second-quarter 2026 results with revenue rising to US$1,557 million and net income to US$233 million, driving basic earnings per share from continuing operations to US$4.89 from US$2.20 a year earlier. Alongside these record results, management raised full-year 2026 guidance for sales growth and profitability, pointing to broad-based demand and meaningful contributions from recent acquisitions such as Elo Touch. We'll now examine how Zebra's...

Kratos Defense cleared Q2 estimates, lifted its guidance. KTOS stock jumps on upgrade as outlook offers "comfort" to analyst.

AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.

Valero Energy (VLO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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

Kratos Defense & Security Solutions (KTOS) just delivered second quarter 2026 results that came in above earlier expectations for revenue and adjusted EBITDA, and management raised full year revenue and organic growth outlooks. See our latest analysis for Kratos Defense & Security Solutions. Kratos Defense & Security Solutions’ latest earnings and raised guidance arrived after a weak stretch for the stock, with the share price down 34.6% year to date despite a very large 3 year total...

Best Buy downgraded, Bristol Myers upgraded: Wall Street's top analyst calls

Eli Lilly and Co (NYSE:LLY) shares rose nearly 7% in early trading Wednesday after the drugmaker reported second quarter results that topped Wall Street revenue expectations and raised its full-year 2026 revenue outlook, with strong demand for its Mounjaro and Zepbound weight-loss and diabetes...

Investing.com -- Citi has downgraded Burlington Stores to Neutral from Buy, telling investors in a note Wednesday that the shares have run close to its target price and no longer offer an attractive risk/reward.

Investing.com -- Jefferies downgraded Best Buy, a U.S. consumer electronics retailer to Hold from Buy, saying the market already reflects an optimistic outlook for second-quarter comparable sales while earnings upside beyond that could prove more limited amid softer consumer demand and rising cost pressures.

Investing.com -- Bernstein upgraded Elf Beauty to Outperform from Market-Perform and nearly doubled its price target to $113 from $60, citing a stronger-than-expected start to the company’s newly launched hair care line.

The energy efficiency, distributed energy and building automation project aims to help the city stabilize operating costs and maintain services during outages, a city official said.

Citi has downgraded HSBC Holdings PLC (LSE:HSBA, NYSE:HSBC) to 'neutral' from 'buy', arguing that the shares need a breather after one of the strongest runs in the European banking sector this year. The stock is up 40% since January, and the bank now trades on roughly 11 times forward...

The enhancements give customers more control and information when using options like Smart Pickup, a UPS executive said.

With a recent modest payout increase, Enterprise Products extends its status as one of the most venerable dividend names in the midstream space.

Investing.com -- Novo Nordisk (CSE:NOVOb) (NYSE:NVO) hiked its full-year guidance, saying annual sales and operating profit should decline less than previously expected as demand for its weight-loss drugs continues unabated.

Walmart (WMT) is back in focus after Oppenheimer shifted its rating to Perform from Outperform ahead of the August 20 earnings release, citing pharmacy related headwinds and what it views as a full valuation. See our latest analysis for Walmart. Walmart's share price has cooled from its all time high earlier in the year, with a 90 day share price return down 14.25%, even as the 1 year total shareholder return sits at 13.26% and the 5 year total shareholder return stands at 139.91%. Recent...

Howmet Aerospace raised its quarterly dividend by 16.7% to $0.14 per share on July 27, reflecting strong free cash flow and confidence in the ongoing aerospace upcycle.

As the U.S.-Iran standoff continues, Goldman Sachs unveiled its price target for Brent crude oil on Aug. 4. The bank said it expects Brent crude to trade in the range of $80-$90 a barrel until there is ​either confirmation of a new nuclear deal or a ‌significant escalation of the conflict, as ...

eBay (EBAY) is back in focus after Oppenheimer and Wells Fargo downgraded the stock, raising concerns about U.S. competition, higher Depop related costs, and profit margin pressure ahead of the upcoming earnings release. See our latest analysis for eBay. Those downgrades have landed just as eBay heads into earnings, with the stock at a share price of $109.61 and recent momentum cooling. The 7 day share price return declined 6.67%, although the year to date share price return is 25.9%, and the...

Investing.com -- Arista Networks, Inc. (NYSE: ANET) reported second quarter results that exceeded analyst expectations and provided third quarter guidance well above consensus, sending shares up 13%.

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

Investing.com -- Citizens downgraded eBay to Market Perform from Market Outperform, saying the risk-reward has become more balanced as intensifying competition in online resale and heavier investment in Depop are likely to weigh on profitability.

After a huge multi year run, Celestica stock still screens cheap on Simply Wall St’s valuation checks, and the latest Discounted Cash Flow (DCF) intrinsic value estimate suggests the current share price trades at a sizeable discount to that assessment. Celestica has delivered a very large return over the past 5 years, which makes today’s pricing especially important for investors who are either holding gains or considering a fresh entry. Upgraded expectations for future revenue and earnings...