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How Jefferies’ HOKA-Focused Upgrade Will Impact Deckers Outdoor (DECK) Investors
Simply Wall St.39d agobullish
How Jefferies’ HOKA-Focused Upgrade Will Impact Deckers Outdoor (DECK) Investors

Earlier this week, Jefferies upgraded Deckers Outdoor to Buy from Hold, arguing the company’s growth slowdown and operational missteps are already reflected in the valuation and could ease as HOKA product innovation and marketplace management improve. Other analysts, including Stifel and Zacks, echoed confidence in Deckers’ ability to sustain revenue growth and margins, highlighting the importance of HOKA’s product pipeline and execution for the company’s medium-term outlook. We’ll now...

Credo Technology Group Holding (CRDO) Wins Analyst Backing, Is It Still 82% Overvalued?
Simply Wall St.39d agobullish
Credo Technology Group Holding (CRDO) Wins Analyst Backing, Is It Still 82% Overvalued?

Credo Technology Group Holding (CRDO) has moved into the spotlight after analysts highlighted the company as a top semiconductor pick and pointed to its focus on AI connectivity solutions as a key part of the story. See our latest analysis for Credo Technology Group Holding. The recent analyst attention has come after a sharp run, with Credo Technology Group Holding’s share price up 48.5% over the past 90 days and a 1 year total shareholder return of 140%. However, the stock has pulled back...

The Bull Case For NIO (NIO) Could Change Following Goldman Upgrade On Surging Deliveries - Learn Why
Simply Wall St.39d agobullish
The Bull Case For NIO (NIO) Could Change Following Goldman Upgrade On Surging Deliveries - Learn Why

NIO Inc. reported past delivery results for June and the second quarter of 2026, with 40,597 vehicles delivered in June and 107,658 in the quarter, bringing cumulative deliveries to about 1.19 billion vehicles as of June 30, 2026, and showing very large year-over-year growth rates. Analysts at Goldman Sachs responded to this acceleration in deliveries by upgrading their view on NIO, highlighting stronger volumes from new premium SUV models and a clearer path toward operating...

Does Citi’s Tokenized USD Clearing Breakthrough Deepen the Digital Transformation Narrative for Citigroup (C)?
Simply Wall St.40d agobullish
Does Citi’s Tokenized USD Clearing Breakthrough Deepen the Digital Transformation Narrative for Citigroup (C)?

Earlier this month, The Siam Commercial Bank became the first client to go live with Citigroup Inc.’s integrated 24/7 USD Clearing and Citi Token Services, using a private blockchain and tokenized deposits to enable always-on cross-border payments across more than 50 markets. This early adoption not only accelerates Thailand’s digital financial infrastructure but also highlights how Citi’s tokenized deposit network could reshape institutional payment operations across banks and...

3 Reasons WST is Risky and 1 Stock to Buy Instead
StockStory40d agobullish
3 Reasons WST is Risky and 1 Stock to Buy Instead

Over the past six months, West Pharmaceutical Services has been a great trade, beating the S&P 500 by 21.8%. Its stock price has climbed to $353.68, representing a healthy 30.1% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

What Lumen Technologies (LUMN)'s Expanded Palo Alto Networks Security Partnership Means For Shareholders
Simply Wall St.40d agobullish
What Lumen Technologies (LUMN)'s Expanded Palo Alto Networks Security Partnership Means For Shareholders

Lumen Technologies recently announced Lumen Defender Advanced Managed Detection and Response (AMDR) for Palo Alto Networks Cortex XSIAM, combining its managed detection and response capabilities and Black Lotus Labs network-embedded threat intelligence with Palo Alto Networks’ AI-driven SOC platform to help enterprises modernize security operations and respond more effectively to complex threats. A key differentiator is the use of network-level threat intelligence from Black Lotus Labs,...

Shopify upgraded to Buy at Jefferies on agentic commerce bet
Proactive40d agobullish
Shopify upgraded to Buy at Jefferies on agentic commerce bet

Jefferies has upgraded Shopify Inc (TSX:SH., NYSE:SHOP) to Buy from Hold and bumped its price target up to $160, pointing to strong early signs for the second quarter, a reworked partner program, and what it thinks is a price increase on the way. The firm's 2026 earnings-per-share estimates...

Google holds steady as Claude, Gemini surge in June user growth
Proactive40d agobullish
Google holds steady as Claude, Gemini surge in June user growth

Google maintained steady user and traffic growth in June while rivals Claude and Gemini extended sharp gains, according to a new note from Bank of America. BofA reiterated its Buy rating on Alphabet Inc (NASDAQ:GOOG), pointing to comments from Google executives describing an "expansionary...