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JD Sports downgraded due to pressure on consumers and lack of 'brand heat'
Proactive12d agobearish
JD Sports downgraded due to pressure on consumers and lack of 'brand heat'

JD Sports Fashion PLC (LSE:JD., OTC:JDSPY) has been downgraded by RBC Capital Markets as it views sportswear markets as "highly promotional", with lower-income consumers under pressure from the elevated cost of living. Cutting the rating to 'sector perform' from 'outperform', with a 100p...

Is Stronger Q2 Results, Raised Outlook and Buybacks Altering The Investment Case For West Pharmaceutical Services (WST)?
Simply Wall St.12d agobullish
Is Stronger Q2 Results, Raised Outlook and Buybacks Altering The Investment Case For West Pharmaceutical Services (WST)?

In late July 2026, West Pharmaceutical Services reported second-quarter 2026 results showing higher sales and earnings than a year earlier, raised its full‑year 2026 revenue guidance, and completed US$454.28 million of share repurchases under its February 2026 buyback program. The company also issued third‑quarter revenue guidance, highlighted momentum in higher‑value Proprietary Products for biologics and biosimilars, and affirmed a US$0.22 quarterly dividend. Against this backdrop, we’ll...

Why Morgan Stanley won’t call Rivian a buy despite upgrade
TheStreet13d agobullish
Why Morgan Stanley won’t call Rivian a buy despite upgrade

Nine years ago, Tesla nearly drained its cash reserves trying to scale a new vehicle line, a stretch of chaos Elon Musk later called production hell. Rivian (RIVN) is now running its own version of that gauntlet with the R2, the affordable SUV meant to turn a niche automaker into a mass-market one. ...

AMC Entertainment (AMC) Is Up 24.2% After S&P Credit Upgrade On Improved Operations And Lower Debt - Has The Bull Case Changed?
Simply Wall St.14d agobullish
AMC Entertainment (AMC) Is Up 24.2% After S&P Credit Upgrade On Improved Operations And Lower Debt - Has The Bull Case Changed?

In the second quarter of 2026, AMC Entertainment Holdings reported revenue of US$1,596.7 million versus US$1,397.9 million a year earlier, while net loss widened to US$11.4 million and basic loss per share from continuing operations was US$0.02. Alongside these results, S&P Global Ratings upgraded AMC’s credit rating to B- from CCC+, citing improved operating performance, lower debt, record quarterly sales and adjusted EBITDA, and better free cash flow despite ongoing losses and shareholder...

Amazon (AMZN) Stock Fair Value Edges Higher After AWS And AI Price Target Debate
Simply Wall St.14d agoneutral
Amazon (AMZN) Stock Fair Value Edges Higher After AWS And AI Price Target Debate

The fair value estimate for Amazon.com has shifted to US$319.69 from US$312.99, signaling a modest adjustment in how analysts are framing potential upside. That move sits alongside fresh Street commentary that puts AWS execution, heavy AI and data center spending, and mixed consumer signals at the center of the price target debate. As you read on, you will see how these moving parts shape the evolving analyst narrative and what to watch next in the Amazon.com story. Analyst Price Targets...

Should IDEX’s Upgraded 2026 Outlook and Buybacks Require Action From IDEX (IEX) Investors?
Simply Wall St.14d agobullish
Should IDEX’s Upgraded 2026 Outlook and Buybacks Require Action From IDEX (IEX) Investors?

IDEX Corporation recently reported its second-quarter 2026 results, with sales rising to US$920.6 million from US$865.4 million and diluted EPS from continuing operations increasing to US$1.93 from US$1.74 a year earlier. Alongside higher earnings, IDEX continued to shrink its share count, having repurchased about 25.04% of its stock for roughly US$1.74 billion since 2008, which can amplify per-share metrics over time. With IDEX lifting full-year organic growth and adjusted EPS guidance,...

BlackRock (BLK) Stock Gets Fair Value Bump After Q2 Beat And Analyst Upgrades
Simply Wall St.14d agobullish
BlackRock (BLK) Stock Gets Fair Value Bump After Q2 Beat And Analyst Upgrades

BlackRock has seen its modeled fair value move to US$1,313.50 from US$1,273.69, a shift that helps frame how some analysts are resetting expectations after the Q2 earnings beat. Recent research has turned more constructive, with several firms lifting price targets into a US$1,250 to US$1,488 range as they reassess BlackRock’s earnings power, organic growth, and the mix between ETFs and higher fee products. Read on to see how this evolving narrative might matter for your own view on the stock...

BMY Q2 Deep Dive: Growth Portfolio and Pipeline Progress Drive Upgraded Outlook
StockStory14d agobullish
BMY Q2 Deep Dive: Growth Portfolio and Pipeline Progress Drive Upgraded Outlook

Biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 5.7% year on year to $12.97 billion. The company’s full-year revenue guidance of $49.5 billion at the midpoint came in 4.3% above analysts’ estimates. Its non-GAAP profit of $2.04 per share was 27.7% above analysts’ consensus estimates.

Ferrari price target lifted on pricing power and personalization growth
Proactive15d agoneutral
Ferrari price target lifted on pricing power and personalization growth

Jefferies raised its price target on Ferrari (NYSE:RACE) to €400 from a previous level, maintaining a 'Buy' rating, after the luxury automaker’s second quarter results highlighted stronger-than-expected pricing power and demand for personalization options. Ferrari (NYSE:RACE) shares were...

Wells Fargo resets Microsoft stock price target
TheStreet15d agoneutral
Wells Fargo resets Microsoft stock price target

There is a pattern that keeps repeating in this AI earnings cycle. A company spends heavily on infrastructure. Analysts get nervous about whether the spending will ever pay off. Targets get trimmed. Then the results come in and the conversation shifts. July 29 was Microsoft's turn to go through ...

Amazon Raised 2026 CapEx by $20 Billion— but CEO Andy Jassy Won't Say How It's Paying for It: 'Nothing to Share...'
Benzinga15d agoneutral
Amazon Raised 2026 CapEx by $20 Billion— but CEO Andy Jassy Won't Say How It's Paying for It: 'Nothing to Share...'

Just weeks after its latest bond sale, Amazon.com Inc. (NASDAQ:AMZN) told Wall Street it now needs an additional $20 billion in capex beyond its original plan. On Thursday, CEO Andy Jassy announced the e-commerce giant is raising its 2026 capital spending target from $200 billion to $220 billion, due to soaring memory chip prices. During the second-quarter earnings call, when an analyst asked about Amazon’s funding strategy for future AI and infrastructure expansion, Jassy demurred: "Nothing to

AMC credit upgrade comes with a catch
TheStreet16d agobullish
AMC credit upgrade comes with a catch

AMC Entertainment (AMC) has received one of the clearest signs yet that its financial position is improving. S&P Global Ratings raised the issuer credit rating of the movie theater operator to B- from CCC+ with a stable outlook. The ratings firm pointed to improved operating performance, ...

How RTX’s Q2 Beat, Raised Outlook and Record Backlog Will Impact RTX (RTX) Investors
Simply Wall St.16d agobullish
How RTX’s Q2 Beat, Raised Outlook and Record Backlog Will Impact RTX (RTX) Investors

RTX Corporation recently reported past second-quarter 2026 results, with revenue rising to US$24.71 billion from US$21.58 billion and net income increasing to US$2.14 billion from US$1.66 billion year over year, lifting basic earnings per share from continuing operations to US$1.58. Alongside this earnings beat, RTX boosted its full-year 2026 sales and profit outlook on the back of a sharply higher US$289 billion backlog spanning commercial aftermarket and defense programs. Next, we’ll...