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.

24,930 signal articles · 238 in last 24h · 118,817 total before filter · latest 56m ago
238last 24h
1541last 7d
258● bullish (7d)
159● bearish (7d)
205publishers
AllMacro295Earnings623M&A103Regulatory22Product14Analyst22
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
HelloFresh (XTRA:HFG) Stock Sees Modest Fair Value Cut After Analysts Lower Targets
Simply Wall St.3d agoneutral
HelloFresh (XTRA:HFG) Stock Sees Modest Fair Value Cut After Analysts Lower Targets

HelloFresh sits at the center of a changing analyst story, with fair value on one framework moving from €5.88 to €5.19 and several brokers cutting price targets into a range around €3.10 to €3.50. Those lower targets line up with more cautious research that highlights concerns about marketing returns and demand into the back to school period. As you read on, you will see how these shifting views fit together and how to keep track of the evolving HelloFresh narrative. Analyst Price Targets...

MACOM (MTSI): Buy, Sell, or Hold Post Q2 Earnings?
StockStory3d agoneutral
MACOM (MTSI): Buy, Sell, or Hold Post Q2 Earnings?

MACOM currently trades at $308.10 and has been a dream stock for shareholders. It’s returned 404% since August 2021, blowing past the S&P 500’s 72.8% gain. The company has also beaten the index over the past six months as its stock price is up 26.2% thanks to its solid quarterly results.

3 Reasons to Sell KBH and 1 Stock to Buy Instead
StockStory3d agoneutral
3 Reasons to Sell KBH and 1 Stock to Buy Instead

Over the last six months, KB Home’s shares have sunk to $55.88, producing a disappointing 15.8% loss - a stark contrast to the S&P 500’s 13% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Universal Logistics (ULH): Buy, Sell, or Hold Post Q2 Earnings?
StockStory3d agoneutral
Universal Logistics (ULH): Buy, Sell, or Hold Post Q2 Earnings?

Universal Logistics’s 21.1% return over the past six months has outpaced the S&P 500 by 8%, and its stock price has climbed to $19.59 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Figs (FIGS): Buy, Sell, or Hold Post Q2 Earnings?
StockStory3d agoneutral
Figs (FIGS): Buy, Sell, or Hold Post Q2 Earnings?

What a fantastic six months it’s been for Figs. Shares of the company have skyrocketed 42.2%, hitting $14.58. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

3 Reasons CVLT is Risky and 1 Stock to Buy Instead
StockStory3d agobullish
3 Reasons CVLT is Risky and 1 Stock to Buy Instead

What a time it’s been for Commvault. In the past six months alone, the company’s stock price has increased by a massive 61.8%, reaching $141.82 per share. This run-up might have investors contemplating their next move.

Caterpillar (CAT) Is Gaining Attention For Long Term AI Infrastructure Demand
Simply Wall St.3d agoneutral
Caterpillar (CAT) Is Gaining Attention For Long Term AI Infrastructure Demand

Caterpillar (NYSE:CAT) is drawing fresh investor attention as a potential beneficiary of AI-related infrastructure build-out and associated equipment demand. Recent commentary highlights the company and its dealer Finning as key players in providing machinery, maintenance and mining support tied to global AI data center expansion. The focus centers on long-term demand for Caterpillar equipment and services through its dealer network rather than short-term corporate guidance. Consider...

Fortinet (FTNT) Stock Looks Above Fair Value As 180% Run Continues
Simply Wall St.3d agoneutral
Fortinet (FTNT) Stock Looks Above Fair Value As 180% Run Continues

Fortinet stock has delivered a very strong 179.9% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and traditional market multiples currently point to the shares trading at a premium to those valuation checks. Over the last 3 years Fortinet has returned 179.9%, which puts extra focus on whether recent gains leave enough margin of safety for new capital going into the stock. Investor interest has been supported by views that there is room for...

Apple (AAPL) Launches Ads On Maps While Pursuing Siri AI Content Deals
Simply Wall St.3d agoneutral
Apple (AAPL) Launches Ads On Maps While Pursuing Siri AI Content Deals

Apple (NasdaqGS:AAPL) has formally launched its 'Ads on Maps' platform, entering the local digital advertising market alongside Google and Meta. The new product allows businesses to buy promoted placements inside Apple Maps to reach nearby users searching for places and services. Apple is also negotiating content deals with news publishers to use their material in training its AI models that power Siri while addressing copyright and payment terms. These steps mark a material shift in Apple's...

American Eagle (AEO) Stock Trades At A Discount On Earnings While Cash Flow Points To Fair Value
Simply Wall St.3d agoneutral
American Eagle (AEO) Stock Trades At A Discount On Earnings While Cash Flow Points To Fair Value

American Eagle Outfitters stock is coming off a mixed five year stretch, with a steep decline over that window set against recent gains, while its current checks suggest the shares no longer look obviously cheap or clearly expensive. Over the past 5 years, American Eagle Outfitters has delivered a total return that is down 42.3%, which raises questions about how much of its recent recovery is already reflected in the price. Future cash flow expectations from the core apparel business may...

Insight Enterprises Bets on AI Infrastructure, Services and Leaner Operations
MarketBeat3d agoneutral
Insight Enterprises Bets on AI Infrastructure, Services and Leaner Operations

Insight Enterprises (NASDAQ:NSIT) is targeting growth in artificial intelligence infrastructure and AI services while seeking to improve operating efficiency under its newly introduced three-year “One Insight” plan, CEO Jack Azagury said during a discussion hosted by Canaccord. Azagury, who joined

Major ice cream brand files Chapter 11 bankruptcy after lawsuit
TheStreet3d agobearish
Major ice cream brand files Chapter 11 bankruptcy after lawsuit

Enjoying a serving of frozen dessert on a hot summer day, or at any time for that matter, has grown in popularity as ice cream store industry growth rose by 5.8% to $7.4 billion in the five years through 2025, according to IBISWorld. The industry grew by 0.9% in 2025 alone. Ice cream company ...

Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports
Reuters3d agoneutral
Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports

Nvidia is in talks ‌to invest as ‌much as $3 billion in SB ​Energy, a subsidiary of SoftBank Group and developer of a massive ‌planned ⁠Ohio data center project for OpenAI, ⁠the Information reported on Saturday, citing people ​familiar with ​the ​discussions. The investment ‌is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the ‌chip company ​providing around $100 ​billion ​in credit support ‌for the planned ​Ohio ​data center campus, the report said.

Is Oscar Health (OSCR) Undervalued After Its Earnings Beat And Guidance Raise?
Simply Wall St.3d agobullish
Is Oscar Health (OSCR) Undervalued After Its Earnings Beat And Guidance Raise?

Oscar Health (OSCR) is back in focus after reporting second quarter 2026 results that swung from a loss to net income of $361.81 million and raising full year earnings guidance. See our latest analysis for Oscar Health. Oscar Health shares have been volatile around the earnings release, with an 11.9% drop reported after the outlook update. The stock still shows a 118.84% year to date share price return and a 109.46% 1 year total shareholder return, suggesting momentum remains strong despite...