Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

25,519 signal articles · 34 in last 24h · 122,223 total before filter · latest 1h ago
34last 24h
1258last 7d
213● bullish (7d)
150● bearish (7d)
205publishers
AllMacro211Earnings431M&A96Regulatory23Product9Analyst11
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
SoundHound AI (SOUN) On Earnings Focus And A Voice AI Story That Looks Fully Valued
Simply Wall St.42d agoneutral
SoundHound AI (SOUN) On Earnings Focus And A Voice AI Story That Looks Fully Valued

SoundHound AI (SOUN) drew attention after its stock closed at $6.64, down 4.6%, with focus now on upcoming earnings that are expected to show a loss alongside higher quarterly revenue. See our latest analysis for SoundHound AI. Beyond the latest 1 day share price decline and focus on earnings, SoundHound AI has seen short term share price returns fluctuate. The year to date share price return is down 37.36% and the 3 year total shareholder return is up 91.35%, suggesting long term investors...

Snap’s High-End SPECS AR Glasses and Earnings Timing Might Change The Case For Investing In Snap (SNAP)
Simply Wall St.42d agoneutral
Snap’s High-End SPECS AR Glasses and Earnings Timing Might Change The Case For Investing In Snap (SNAP)

Snap Inc. recently unveiled SPECS, its standalone augmented reality glasses priced at US$2,195 and set to ship in the US, UK, and France from fall 2026, while also scheduling its second-quarter 2026 earnings call for August 3, 2026. The combination of a high-end AR hardware launch and heightened attention on upcoming earnings has sharpened focus on how Snap’s innovation efforts intersect with its operating performance and cash generation. Next, we’ll examine how the launch of SPECS as a...

General Motors (GM) Stock Looks Undervalued On Cash Flow Yet Overvalued On Earnings
Simply Wall St.42d agoneutral
General Motors (GM) Stock Looks Undervalued On Cash Flow Yet Overvalued On Earnings

General Motors stock has doubled over the past three years, yet the valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable discount while earnings based multiples suggest the shares screen as expensive. General Motors has returned 100.7% over three years, which puts extra attention on whether today’s price still leaves a margin of safety for new capital. Growth expectations around GM’s push into Ultium...

How Investors Are Reacting To Texas Pacific Land (TPL) Chevron Power Deal And Earnings Beat
Simply Wall St.42d agobullish
How Investors Are Reacting To Texas Pacific Land (TPL) Chevron Power Deal And Earnings Beat

Texas Pacific Land recently reported stronger-than-expected first-quarter 2026 results and announced an agreement with Chevron to provide land and brackish water for a power generation facility in Reeves County, Texas. This combination of robust operating performance and a new long-term infrastructure partnership highlights how Texas Pacific Land is seeking to broaden and deepen its revenue base beyond traditional oil and gas royalties. We'll now examine how the Chevron power project...

Texas Pacific Land (TPL) Stock Looks Rich On Cash Flow And Earnings
Simply Wall St.42d agoneutral
Texas Pacific Land (TPL) Stock Looks Rich On Cash Flow And Earnings

Texas Pacific Land has delivered a very strong 170.2% return over the past 3 years. At around US$397.82 the stock now screens as expensive, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples pointing to a premium rather than a clear bargain. Over the last 3 years, Texas Pacific Land has returned 170.2%, which puts more pressure on today’s buyers to justify the current valuation. Recent insider buying and a long term resource agreement with a major energy...

First Majestic Silver (TSX:AG) Stock May Be A Bargain On Cash Flow Yet Fully Priced On Earnings
Simply Wall St.42d agoneutral
First Majestic Silver (TSX:AG) Stock May Be A Bargain On Cash Flow Yet Fully Priced On Earnings

First Majestic Silver has delivered a strong 180.9% share price gain over the past three years, yet its valuation checks send mixed signals, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model suggesting the stock trades below that estimate while market multiples point to a richer price tag. A 180.9% return over three years puts First Majestic Silver firmly in the category of stocks where investors need to ask how much of the story is already reflected in the...

First Majestic Silver (TSX:AG) Lifted Guidance, Is The Stock Still Cheap?
Simply Wall St.42d agoneutral
First Majestic Silver (TSX:AG) Lifted Guidance, Is The Stock Still Cheap?

First Majestic Silver (TSX:AG) is back in focus after reporting higher silver and gold production for the second quarter of 2026, alongside an updated 2026 outlook and new capital and leadership moves. See our latest analysis for First Majestic Silver. Despite the stronger second quarter production update and higher 2026 guidance, First Majestic Silver’s recent share price momentum has cooled, with the stock down over the past week and quarter, although its 1 year and multi year total...

ASML (NasdaqGS:ASML) Stock Looks Strong On Returns But Pricey On Earnings
Simply Wall St.42d agoneutral
ASML (NasdaqGS:ASML) Stock Looks Strong On Returns But Pricey On Earnings

ASML Holding has delivered a strong 171.8% return over the past five years, yet its current valuation checks lean expensive, creating a clear tension between recent share price strength and what the numbers suggest about value. Over 5 years, ASML Holding has returned 171.8%, which puts long-term holders in a strong position and raises the bar for what future performance would need to justify the current price. Recent analyst optimism tied to AI driven demand for ASML Holding’s lithography...

Did Zacks’ Earnings Upgrade Just Reframe Perimeter Solutions’ (PRM) Risk‑Reward Profile for Investors?
Simply Wall St.42d agobullish
Did Zacks’ Earnings Upgrade Just Reframe Perimeter Solutions’ (PRM) Risk‑Reward Profile for Investors?

Zacks Equity Research recently highlighted Perimeter Solutions as a top-ranked Basic Materials stock after raising its current-year earnings estimate based on improved expectations. This combination of upgraded earnings forecasts and favorable comparison with peers such as Kronos Worldwide and Albemarle has drawn fresh attention to Perimeter Solutions’ operating outlook. We’ll now examine how the upward revision in earnings estimates could influence Perimeter Solutions’ existing investment...

Fastly (FSLY) Stock May Be 22% Undervalued On Raised Guidance
Simply Wall St.42d agoneutral
Fastly (FSLY) Stock May Be 22% Undervalued On Raised Guidance

Fastly stock has surged 192.0% over the past year, yet there is a clear split between an intrinsic value estimate that points to upside and market multiples that suggest the shares already trade at a premium. Over the last 12 months, Fastly has returned 192.0%, which puts extra focus on whether the current price still leaves room for attractive long term returns. Recent product and partnership momentum around its edge cloud and security offerings can support revenue and cash flow...

Lyft (LYFT) Stock Looks Cheap On Earnings But Weak On Returns
Simply Wall St.42d agoneutral
Lyft (LYFT) Stock Looks Cheap On Earnings But Weak On Returns

Lyft’s share price is still well below where it was five years ago, yet the stock now screens as undervalued on several checks. This puts recent leadership changes and product moves under a valuation microscope for investors trying to judge whether the current price reflects the company’s progress. Over the past five years, Lyft stock has declined 70.8%, which means even recent gains come against a long period of value erosion for long term holders. The shift to consistent profitability...

Why Fastly (FSLY) Is Up 8.1% After Raising Guidance And Joining DIMPACT Sustainability Effort
Simply Wall St.42d agoneutral
Why Fastly (FSLY) Is Up 8.1% After Raising Guidance And Joining DIMPACT Sustainability Effort

Fastly recently reported that its quarterly revenue reached US$173 million, about 20% higher than a year earlier and modestly ahead of analyst expectations, alongside raising its full-year outlook and beating guidance on upcoming earnings per share. At the same time, Fastly joined the DIMPACT coalition to help media and streaming customers measure and cut the emissions tied to digital content delivery, aligning its edge cloud platform with growing demand for more transparent and efficient...

Is Rackspace Technology (RXT) Fully Valued As Guidance Cuts And AI Expansion Raise The Stakes?
Simply Wall St.42d agobearish
Is Rackspace Technology (RXT) Fully Valued As Guidance Cuts And AI Expansion Raise The Stakes?

Rackspace Technology (RXT) has put investors on alert after lowering its 2026 revenue and EBITDA guidance, exiting low margin public cloud resale and colocation, and raising fresh equity to fund a renewed push into enterprise AI. See our latest analysis for Rackspace Technology. Recent volatility has been intense for Rackspace Technology, with a 1-day share price return of 22.05% and a 90-day share price return of 304.07% set against a 5-year total shareholder return that is down 71.90%. This...

Equity Residential (EQR) Skips Earnings Call As AvalonBay Merger Takes Center Stage
Simply Wall St.42d agoneutral
Equity Residential (EQR) Skips Earnings Call As AvalonBay Merger Takes Center Stage

Equity Residential, NYSE:EQR, will not host its usual conference call for upcoming quarterly results. The change is tied to a merger of equals with AvalonBay Communities, Inc. The merger marks a major shift in the company’s structure and reporting approach. Equity Residential enters this merger with AvalonBay while its stock trades at $68.69, giving investors a clear reference point as the combined company takes shape. The shares are up 10.7% year to date and 13.5% over the past 3 years,...

L3Harris (LHX) Stock Looks Discounted On Cash Flow But Fair On Earnings
Simply Wall St.42d agoneutral
L3Harris (LHX) Stock Looks Discounted On Cash Flow But Fair On Earnings

L3Harris Technologies stock has delivered a 57.7% return over the past three years, and the current checks suggest the shares may still trade below their intrinsic value even after that run. A 57.7% gain over three years points to solid shareholder returns that now need to be weighed against what the current price implies for future cash flows. Fresh US$84 million orders for NGC2 manpack radio systems can support confidence in future defense communications revenue, while reliance on...

McDonald’s (MCD) Stock Trades At A Premium On Cash Flow While Earnings Discount Value
Simply Wall St.42d agoneutral
McDonald’s (MCD) Stock Trades At A Premium On Cash Flow While Earnings Discount Value

McDonald's stock has delivered a 31.2% gain over the past five years, yet today its valuation signals are mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the current market price while earnings based multiples still lean supportive. Over five years, McDonald's has returned 31.2%, which points to moderate long term wealth creation rather than an explosive run. Recent marketing and menu moves tied to events such as the FIFA World Cup can support...

Is Allegro MicroSystems (ALGM) Fully Priced Following Margin Recovery And Earnings Focus?
Simply Wall St.43d agoneutral
Is Allegro MicroSystems (ALGM) Fully Priced Following Margin Recovery And Earnings Focus?

Allegro MicroSystems (ALGM) is drawing fresh attention as investors weigh a stronger margin story, accelerating exposure to electric vehicles, AI data centers, and robotics, and an upcoming quarterly earnings release that could update this multi segment narrative. See our latest analysis for Allegro MicroSystems. Allegro MicroSystems shares have pulled back in the last session, with a 1 day share price return of 4.37% lower. Momentum over the past month and quarter remains strong, reflected...

Is Fastly (FSLY) Undervalued Following Its Revenue Beat And Raised Guidance?
Simply Wall St.43d agobullish
Is Fastly (FSLY) Undervalued Following Its Revenue Beat And Raised Guidance?

Fastly (FSLY) is back in focus after quarterly revenue of $173 million and raised full year guidance exceeded analyst expectations, even as the stock has fallen 35.8% since the earnings release. See our latest analysis for Fastly. Over the past year, Fastly’s share price return has been volatile, with a 7 day share price gain of 8.05% and a 1 day decline of 3.64% following strong earnings. The 1 year total shareholder return of 191.95% and 3 year total shareholder return of 11.94% point to...

A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
24/7 Wall St.43d agoneutral
A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?