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.

25,534 signal articles · 35 in last 24h · 122,341 total before filter · latest 1h ago
35last 24h
1253last 7d
209● bullish (7d)
149● bearish (7d)
205publishers
AllMacro212Earnings429M&A98Regulatory24Product9Analyst10
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Salesforce, Inc. (CRM) Beats on Earnings and Revenue
Insider Monkey83d agobullish
Salesforce, Inc. (CRM) Beats on Earnings and Revenue

Salesforce, Inc. (NYSE:CRM) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, CNBC reported that Salesforce, Inc. (NYSE:CRM)’s Q1 fiscal 2027 results beat estimates while guiding slightly below expectations. The company had adjusted EPS of $3.88 while revenue was $11.13 billion, growing by 13% year […]

A Look At Fluor (FLR) Valuation As Mixed Price Moves Contrast With Conflicting Earnings And Cash Flow Signals
Simply Wall St.83d agoneutral
A Look At Fluor (FLR) Valuation As Mixed Price Moves Contrast With Conflicting Earnings And Cash Flow Signals

Fluor stock snapshot after recent performance moves Fluor (FLR) has seen mixed share performance recently, with the stock down about 14% over the past month and roughly 6% over the past 3 months, prompting fresh investor attention. See our latest analysis for Fluor. Despite the recent 1-month share price return declining 13.66% and the 3-month share price return falling 6.23%, Fluor’s year to date share price return of 9.74% and 5-year total shareholder return of 126.98% point to longer term...

A Look At Eli Lilly’s Valuation After Strong Momentum In Share Price And Earnings
Simply Wall St.83d agoneutral
A Look At Eli Lilly’s Valuation After Strong Momentum In Share Price And Earnings

Recent performance context for Eli Lilly (LLY) Eli Lilly (LLY) has drawn investor attention after a period where the stock rose about 15% over the past month and about 10% over the past 3 months, alongside strong reported revenue and net income figures. See our latest analysis for Eli Lilly. That recent 14.7% 30 day share price return comes on top of a 48.9% total shareholder return over the past year and a very large 5 year total shareholder return, so momentum has been building over both...

Assessing Verizon (VZ) Valuation After Recent Pullback And Mixed Earnings Signals
Simply Wall St.83d agoneutral
Assessing Verizon (VZ) Valuation After Recent Pullback And Mixed Earnings Signals

Why Verizon Communications (VZ) is on investors’ radar today Verizon Communications (VZ) has drawn attention after recent share price moves, with the stock showing gains over the past year but declines over the past month and past 3 months. See our latest analysis for Verizon Communications. The recent share price pullback, with the stock down over the past week and past three months, sits against a stronger year to date share price return of 17.99% and a 1 year total shareholder return of...

Morgan Stanley flags unexpected Dell stock update after earnings
TheStreet83d agoneutral
Morgan Stanley flags unexpected Dell stock update after earnings

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...

Why The Modine (MOD) Investment Story Is Shifting With Data Center Deals And New Guidance
Simply Wall St.83d agoneutral
Why The Modine (MOD) Investment Story Is Shifting With Data Center Deals And New Guidance

Modine Manufacturing’s implied fair value has moved from about US$266 to roughly US$330, putting the stock in a higher modeled range than before. Analysts link this shift to stronger Q4 execution, a growing data center opportunity supported by a cited US$4b multi year contract, and raised earnings expectations into 2027 and 2028. As you read on, you will see how these moving pieces shape the current analyst narrative and how to keep track of it as it evolves. Stay updated as the Fair Value...

Morgan Stanley slashes targets on 3 software stocks after earnings
TheStreet83d agoneutral
Morgan Stanley slashes targets on 3 software stocks after earnings

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...

BofA resets MongoDB stock price target after earnings
TheStreet83d agoneutral
BofA resets MongoDB stock price target after earnings

On May 29, Bank of America reiterated its Buy rating and raised its price target to $390 from $375 for MongoDB (MDB), arguing that the company's latest results reinforce the view that MongoDB remains a "share gainer" in the next-generation database market. BofA pointed to stronger-than-expected ...

Morgan Stanley revisits NetApp stock price target after earnings
TheStreet83d agoneutral
Morgan Stanley revisits NetApp stock price target after earnings

NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...

Assessing Enphase Energy (ENPH) Valuation After Q1 Earnings Beat And PowerMatch Rollout
Simply Wall St.83d agobullish
Assessing Enphase Energy (ENPH) Valuation After Q1 Earnings Beat And PowerMatch Rollout

Enphase Energy (ENPH) is in focus after first quarter 2026 adjusted earnings came in ahead of expectations, while revenue declined, in conjunction with the broader rollout of its PowerMatch battery technology across North America. See our latest analysis for Enphase Energy. The share price has surged recently, with a 30 day share price return of 101.95% and year to date share price return of 102.55%. However, the 3 year total shareholder return is down 62.41%, suggesting that shorter term...

JPMorgan resets Dell stock price target after earnings
TheStreet84d agoneutral
JPMorgan resets Dell stock price target after earnings

Two weeks ago, JPMorgan raised its Dell price target to $280 and called it a meaningful move. After Dell's latest earnings, that target lasted less than a fortnight. On May 29, the same analyst nearly doubled it again. Samik Chatterjee, a top-ranked JPMorgan analyst rated eighth among more than ...

Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?
Simply Wall St.84d agobullish
Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?

Sallie Mae (Nasdaq: SLM) recently reported quarterly results that exceeded analyst expectations on both revenue and earnings per share, while also issuing full-year EPS guidance above consensus despite a slight year-on-year revenue decline. SLM also announced that Co-President and Chief Financial Officer Pete Graham will speak at the 2026 Morgan Stanley US Financials Conference, giving investors another chance to hear management discuss the company’s outlook and capital allocation...