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BofA resets its Western Digital target after mixed signal
TheStreet35d agoneutral
BofA resets its Western Digital target after mixed signal

Western Digital Corp (WDC) turned in one of the strongest quarters in its history on August 5, then watched investors punish the stock for it anyway. Shares fell as much as 16% across two sessions even though revenue and profit beat Wall Street’s targets by wide margins, according to a Reuters ...

Apple (AAPL) Tops $10 Billion in India Sales, But Wall Street’s Focus Is on Supply Constraints and Margins
Insider Monkey35d agobullish
Apple (AAPL) Tops $10 Billion in India Sales, But Wall Street’s Focus Is on Supply Constraints and Margins

Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India. The company generated $10 billion in annual sales for the first time while continuing to deliver double-digit growth and expand its retail presence in one of its fastest-growing markets. The achievement underscores Apple’s long-term opportunity in the region. Despite that progress, the market’s attention has […]

TE Connectivity (TEL) Could Be 12% Undervalued As Growth And Cash Flow Stay In Focus
Simply Wall St.35d agoneutral
TE Connectivity (TEL) Could Be 12% Undervalued As Growth And Cash Flow Stay In Focus

Recent share performance and financial snapshot TE Connectivity (TEL) has attracted investor attention after recent share price moves, with the stock closing at US$216.33. The company reports revenue of US$19.32b and net income of US$3.02b. Over the past month the stock returned 10.24%, with a past 3 months return of 4.91% and a 1 year total return of 8.59%. Year to date, the share price is down 7.24%. See our latest analysis for TE Connectivity. For TE Connectivity, the recent 10.24% 1 month...

Wendy's (WEN) Stock May Be 43% Undervalued As Dividend Cut Tests Turnaround
Simply Wall St.35d agoneutral
Wendy's (WEN) Stock May Be 43% Undervalued As Dividend Cut Tests Turnaround

Wendy's stock has had a difficult run over the last five years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks currently point to the shares trading at a discount to what the business may be worth. Over the past five years the share price has fallen 58.9%, which means anyone looking at Wendy's today is assessing a stock that has already seen a long period of weakness priced in. The key catalyst for any reassessment of that valuation is the...

Unity Software (U) Is Up 35.6% After AI Ad Gains and Faster Profitability Timeline - What's Changed
Simply Wall St.35d agoneutral
Unity Software (U) Is Up 35.6% After AI Ad Gains and Faster Profitability Timeline - What's Changed

Unity Software Inc. reported past second-quarter 2026 results with revenue of US$546.47 million, a loss of US$23.61 million and basic loss per share of US$0.05, alongside stronger-than-expected adjusted earnings and guidance tied to its AI-powered Vector advertising platform. The company also simplified its portfolio by sunsetting the ironSource Ads Network, selling the Supersonic publishing business, and pulling forward its target for GAAP profitability to the third quarter of 2026 while...

Coeur Mining Q2 Earnings Call Highlights
MarketBeat35d agoneutral
Coeur Mining Q2 Earnings Call Highlights

Coeur Mining (NYSE:CDE) reported record second-quarter financial results, supported by the first full quarter of contributions from its recently acquired New Afton and Rainy River operations. The company said quarterly revenue exceeded $1 billion for the first time, while adjusted EBITDA and free ca

Osisko Metals (TSX:OM) Is Up 20.8% After Reporting Deepening 2026 Losses Has The Bull Case Changed?
Simply Wall St.35d agoneutral
Osisko Metals (TSX:OM) Is Up 20.8% After Reporting Deepening 2026 Losses Has The Bull Case Changed?

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company’s net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We...

Datadog’s largest customer renews deal but cuts usage
TheStreet35d agobearish
Datadog’s largest customer renews deal but cuts usage

Datadog (DDOG) sells software that helps companies monitor the performance and security of cloud applications. Its tools track servers, applications, software logs, and other systems behind cloud and artificial intelligence products. Datadog reported second-quarter revenue of $1.12 billion, up 36% ...

Chewy (CHWY) Stock Looks Overvalued Despite Weak Returns And Fair Value Doubts
Simply Wall St.35d agoneutral
Chewy (CHWY) Stock Looks Overvalued Despite Weak Returns And Fair Value Doubts

Chewy stock trades with a weak recent track record and a valuation profile that leans expensive, which puts the current share price in question after a five year period of poor returns. Chewy shares have declined 75.4% over the last 5 years, which sets a low bar for long term investors assessing what the current price implies. Future growth in the pet e-commerce market can support expectations for Chewy, but pressure on profitability and cash generation remains a key risk for how much...

Veeco Instruments (VECO) Is Up 5.6% After Raising 2026 Outlook And Securing AI Packaging Orders
Simply Wall St.35d agoneutral
Veeco Instruments (VECO) Is Up 5.6% After Raising 2026 Outlook And Securing AI Packaging Orders

In August 2026, Veeco Instruments Inc. reported second-quarter sales of US$193.48 million, raised its full-year 2026 revenue outlook to US$780 million–US$810 million, and highlighted a new LUMINA+ MOCVD win with a global optical-photonics leader to support indium phosphide laser production for datacom applications. The combination of stronger-than-guided results, US$200 million of advanced packaging orders linked to AI infrastructure, and broader LUMINA+ adoption across arsenide/phosphide...

Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split
Simply Wall St.35d agoneutral
Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split

Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank’s technology infrastructure joint venture. See our latest analysis for Accenture. Accenture’s latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a...