Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]
Based on the average brokerage recommendation (ABR), Lam Research (LRCX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Based on the average brokerage recommendation (ABR), Unity Software (U) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
According to the average brokerage recommendation (ABR), one should invest in Dell Technologies (DELL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
The Latin America fintech pioneer is out of favor, but the tailwinds could outweigh the headwinds.
During an interview with CNBC, Karp argued that the frontier AI model developers OpenAI and Anthropic reportedly lack measures to protect their clients' intellectual property.
FLEX lands multiyear hyperscaler and AI infrastructure deals, driving capacity expansion and setting up strong CPI revenue growth through fiscal 2029.
Commvault trades at $140.75 and has moved in lockstep with the market. Its shares have returned 13.3% over the last six months while the S&P 500 has gained 8.5%.
Duolingo posts robust profits and growth, while Zeta Global leverages AI for enterprise marketing, but each faces distinct risks and valuation profiles.
For investors weighing entry points, the bifurcation between the fundamental demand story and near-term sentiment risk is the central tension. On the bull side, the component suppliers enjoy a structural advantage: unlike finished-goods robot makers, they are not wedded to a single OEM's commercial success. A gearbox from Harmonic Drive or a motor from Nidec can go into a Tesla Optimus, a Figure robot, or a Unitree platform interchangeably, which diversifies revenue risk and amplifies upside if
Ouster's Rev8 compliance, record revenue growth, physical AI push and debt-free balance sheet support its rally to a 52-week high.
A one-time $986 million tariff recovery drove most of the EPS and margin beat
Shares of Tesla (NASDAQ:TSLA) have been picking up in recent sessions, now close to 13% in just three sessions. Undoubtedly, just because Space Exploration Technologies (NASDAQ:SPCX) is the new hot Elon Musk stock in town does not mean shares of the EV juggernaut are going to be stuck going sideways for a while longer. With ... Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?
Investor interest in the broader space sector is reignited. Planet Labs PBC rallied over 15% after Rocket Lab announced its $8 billion acquisition of Iridium Communications.
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]
Over the past six months, NXP Semiconductors has been a great trade, beating the S&P 500 by 19.4%. Its stock price has climbed to $282.96, representing a healthy 27.9% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Micron and Sandisk are still great buys.
Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock rose 2% on Wednesday morning.
Cathie Wood over at Ark Invest has been making moves in recent months amid the barrage of volatility slamming the tech sector. Undoubtedly, semiconductors have continued to be the leadership group while the Magnificent Seven have pulled the brakes a bit. With the flagship Ark Innovation ETF (ARKK) trailing the markets, up just over 3%, ... Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip
Investing.com -- RBC Capital Markets downgraded Dow to Sector Perform from Outperform and cut its price target to $28 from $51, saying recent gains in polyethylene prices are likely to prove short-lived while the company's multibillion-dollar Alberta petrochemicals project will continue to strain cash flow.
Kroger is buying regional grocer and pharmacy retailer Giant Eagle in a deal valued at $1.65 billion. Giant Eagle, which is privately held, has 197 supermarkets and 11 standalone pharmacies across northern Ohio, western Pennsylvania, West Virginia, Maryland and Indiana. Kroger has thousands of stores operating under various brands, including Ralphs, King Soopers, Smith’s and Fred Meyer.
Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) is one of the Iran Peace Deal Sends Oil Lower: Top 8 Travel Stocks to Buy Now. On June 16, Citi raised the firm’s price target on Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) to $25 from $21 and reiterated a Buy rating. The firm believes that after the Iran […]
Tenable (TENB) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
With shares of Elon Musk’s rocket and AI company volatile in post-IPO trading, investors will be paying close attention to what Wall Street has to say about valuation. The latest rating is a bullish call, valuing SpaceX at a cool $2.5 trillion. Wedbush analyst Dan Ives launched coverage of SpaceX with a Buy rating and a $190 price target on Tuesday evening.
SonoTek (SOTK) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Regal Rexnord (RRX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Medicare's new GLP-1 coverage could expand access to weight-loss drugs, making ETFs a diversified way to tap growth across the obesity treatment market.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
