Actualités

Kraft Heinz is expected to announce its second-quarter earnings soon, and Wall Street expects its EPS to decline in the double digits.

Raymond James raised Delta’s price target but downgraded the stock.

Samsung previewed record quarterly results today. Analysts had been expecting around $56 billion in operating profit for the quarter, according to FactSet. Operating profit is set to jump 19-fold compared to a year earlier, from around $3 billion in the second quarter of 2025.

Celestica stock has delivered an exceptionally strong run over the past five years, yet its valuation checks paint a more cautious picture, with the shares screening as undervalued on earnings multiples while the overall value score suggests it is not a straightforward bargain. Celestica has returned about 50.7x over 5 years, which sets a very high bar for any further upside to be justified by fundamentals. Expectations around continued demand for Celestica's AI and cloud infrastructure work...

Chipotle is gearing up to release its fiscal Q2 earnings later this month, while analysts project a modest EPS decline.

Samsung’s stock slid in Korea even as the company posted stellar Q2 preliminary results; retail traders believe strong performance was already priced into the shares.

Palantir Technologies has generated very large gains of about 7x over the past three years, yet its valuation checks now send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while earnings based multiples lean expensive. That tension sits against a backdrop of intense interest in Palantir’s role in secure AI infrastructure and a share price that has also seen periods of recent weakness. Over the past three years, Palantir’s share price has...

Wells Fargo stock has more than doubled over the past five years, and at a recent price of US$87.45, both the intrinsic value estimate from the Excess Returns model and the market multiples point to the shares still screening as undervalued rather than obviously stretched. A roughly 123% total return over five years suggests long term holders in Wells Fargo have already enjoyed strong gains. The question is whether the current valuation still leaves room for further upside. Recent news...

Rivian, on Monday, announced its intent to sell 75 million shares in a public offering.

lululemon athletica’s stock has fallen sharply over the past few years, yet current valuation checks suggest the shares may not be a straightforward bargain, leaving investors weighing a steep share price reset against a mixed value profile. Over the past 3 years, lululemon athletica has declined 68.7%, which puts recent short term moves into the context of a prolonged reset in market expectations for the business. The recent resolution of the proxy dispute and board reshuffle can support...

Dow Jones Futures: AI stocks rallied, with Astera, Bloom Energy and Tesla higher. But SpaceX stock dropped ahead of Nasdaq-100 inclusion.

DoorDash stock has delivered a very strong 147.4% return over the past three years, yet the broader valuation checks now lean toward the shares looking expensive rather than like a clear bargain. Over three years, DoorDash has returned 147.4%, which puts recent short-term weakness in context and raises the bar for what future performance would need to justify today’s price. Recent headlines around expanding beyond food delivery and growing subscription and grocery volumes can support...

Bank ETFs like XLF face a pivotal test as major banks launch Q2 earnings, with loan growth and higher rates shaping the outlook for financial funds.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Citigroup Inc. will release earnings for its second quarter before the opening bell on Tuesday, July 14. Analysts expect the bank to report quarterly earnings of $2.64 per share, up from $2.04 per share in the year-ago period. The consensus...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Snowflake (NYSE:SNOW) and the rest of the data storage stocks fared in Q1.

Record profit expectations put the memory giant at the center of the AI investment story.

Big Bank stocks should see investment banking and trading revenues exceed prior guidance, JPMorgan said Monday ahead of the group's earnings next week. The firm also raised price targets for major bank stocks like Citigroup.

ManpowerGroup’s 27.1% return over the past six months has outpaced the S&P 500 by 19.4%, and its stock price has climbed to $38.84 per share. This run-up might have investors contemplating their next move.

GBX beats fiscal Q3 earnings estimates, but its shares slide after the results as the company narrows its 2026 EPS guidance while maintaining its sales outlook.

Before the stock surged, management laid out a turnaround plan for its Aetna unit that was so explicit, they practically put a price tag on it.

TransDigm (TDG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

EOG Resources (EOG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Pan American Silver (PAAS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Teradyne (TER) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Occidental (OXY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Leidos (LDOS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Sterling Infrastructure (STRL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Southern Copper (SCCO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Caterpillar (CAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.