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The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating
Insider Monkey35d agoneutral
The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street’s expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst Tristan Gerra grew more constructive on the fundamentals, raising his price […]

Palantir (PLTR) Posted Record 93% Growth, Here’s Why Analysts Think It Won’t Last
Insider Monkey35d agoneutral
Palantir (PLTR) Posted Record 93% Growth, Here’s Why Analysts Think It Won’t Last

Palantir Technologies Inc. (NASDAQ:PLTR) delivered the strongest revenue growth in its history on its Aug 3 earnings, surpassing guidance across every key metric, and fueling a double-digit rally the next day. Results like these would normally be enough to win over even the stock’s biggest skeptics. Yet those results were not enough to change Jefferies […]

Sea (SE) Could Be 19% Undervalued Following Its Growth Narrative
Simply Wall St.35d agoneutral
Sea (SE) Could Be 19% Undervalued Following Its Growth Narrative

Sea (SE) is back in focus after its latest trading session and ahead of a closely watched earnings report on 11 August 2026. Here is what recent pricing signals suggest. See our latest analysis for Sea. Over the past year, Sea’s share price return has been mixed, with a 30.79% gain over 90 days but a year-to-date share price return that is down 13.73%. The 1-year total shareholder return is down 23.16%, while the 3-year total shareholder return is up 96.86%. Together, these figures indicate...

Investing.com35d agoneutral
U.S. Senate passes stopgap spending bill without Trump priorities

Investing.com -- The U.S. Senate approved a short-term spending bill intended to prevent a government shutdown before November’s midterm elections, leaving out President Donald Trump’s requests for Iran war funding and new voter identification measures, Bloomberg reported.

Novavax (NVAX) Is Up 8.6% After Beating Q2 Estimates And Expanding Big-Pharma Partnerships - What's Changed
Simply Wall St.35d agobullish
Novavax (NVAX) Is Up 8.6% After Beating Q2 Estimates And Expanding Big-Pharma Partnerships - What's Changed

In early August 2026, Novavax reported Q2 2026 revenue of US$56.7 million, sharply lower than the prior year, and moved from net income to a net loss of US$53.39 million, translating into basic and diluted losses of US$0.32 per share from continuing operations. Alongside the weak year-on-year comparisons, Novavax beat analyst expectations for both revenue and earnings and highlighted progress on high-profile partnerships, including Sanofi and Pfizer, while also filing an US$82.47 million...

Tower Semiconductor (TSEM) As Record Q3 Guidance Tests The Undervalued Narrative
Simply Wall St.35d agoneutral
Tower Semiconductor (TSEM) As Record Q3 Guidance Tests The Undervalued Narrative

Why Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is drawing fresh attention after reporting second quarter 2026 earnings on 4 August, along with record revenue guidance for the third quarter that places upcoming sales expectations at around US$520 million. See our latest analysis for Tower Semiconductor. The strong earnings update appears to be feeding into Tower Semiconductor’s share price momentum, with a 1 day share price return of 12.37% and year...

Opendoor (OPEN) Stock Looks Fully Valued As Sales Lag Recovery Hopes
Simply Wall St.35d agoneutral
Opendoor (OPEN) Stock Looks Fully Valued As Sales Lag Recovery Hopes

Opendoor Technologies stock has staged a sharp one year rebound, but over five years shareholders are still sitting on a steep loss, while the valuation checks suggest the shares are not an obvious bargain at today’s price. Over the last five years, Opendoor Technologies has delivered a total return that is down about 80%, which raises the bar for what the current share price needs to justify. Recent revenue pressure and ongoing losses can weigh on how much investors are willing to pay...