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26,004 signal articles · 191 in last 24h · 124,948 total before filter · latest 52m ago
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Caterpillar (CAT) Valuation Check After A Powerful 1 Year Rally And Recent Share Price Pullback
Simply Wall St.80d agobullish
Caterpillar (CAT) Valuation Check After A Powerful 1 Year Rally And Recent Share Price Pullback

Event context and recent stock performance Caterpillar (CAT) has drawn investor attention after a strong past year for the stock, with a total return of 159%. The price has eased about 2% over the past month and gained 33% in the past 3 months. See our latest analysis for Caterpillar. The recent pullback, including a 1-day share price return of down 3.85%, comes after a strong run where the stock has shown firm momentum, with a 90-day share price return of 32.81% and a 1-year total...

Why Oscar Health (OSCR) Is Up 10.3% After Leadership Shift And Analyst Upgrade - And What's Next
Simply Wall St.80d agobullish
Why Oscar Health (OSCR) Is Up 10.3% After Leadership Shift And Analyst Upgrade - And What's Next

Oscar Health, Inc. recently amended and restated its employment agreement with co-founder Mario Schlosser as he moved from President of Technology and Chief Technology Officer to Co-Founder & Advisor to the CEO, effective June 1, 2026, while he continues to support the company’s artificial intelligence and digital health agenda and remains on the Board. At the same time, a major Wall Street firm upgraded its view on Oscar Health after Q1 2026 results exceeded expectations and reinforced...

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now
24/7 Wall St.80d agobullish
Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

EOG Resources (NYSE:EOG) is the name every oil bull is screaming about as WTI crude spiked to $114.58 in early April 2026 and traders pile into upstream drillers to play the Iran war supply shock. The EOG Trade Is a Sugar High Geopolitical premium fades. It always does. And when it does, EOG holders get ... Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

Investing.com80d agobullish
Citi lifts S&P 500 target to 8100 as AI boom fuels episodic earnings surge

Investing.com -- Wall Street is recalibrating its long-term equity projections even as macroeconomic turbulence shakes the broader market. Citigroup equity strategist Scott Chronert lifted the bank's year-end 2026 target for the S&P 500 to 8100, up from his previous forecast of 7700. This aggressive upward revision hinges on a massive acceleration in corporate profitability rather than expanding valuation multiples, according to Chronert. The strategist now projects index-level earnings to hit $

The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores
24/7 Wall St.80d agobullish
The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores

Walmart (NYSE:WMT) fits the profile of a multi-decade compounder because the company has quietly built a high-margin digital flywheel that now compounds independently of any single store it operates. The forever case rests on what is happening behind the storefront. Global advertising revenue rose 37% last quarter, with Walmart Connect up 44% excluding VIZIO. Membership ... The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores

Redwire is a Contract Success Story You’ll Regret Not Buying on the Next Dip
24/7 Wall St.80d agobullish
Redwire is a Contract Success Story You’ll Regret Not Buying on the Next Dip

At $22.04, Redwire (NYSE:RDW) carries a ‘hold’ framing, with the thesis hinging on a pullback before the risk/reward improves. The space and defense contractor has gone vertical, and the gap between its share price and Wall Street’s target now defines the entire investment debate. Redwire builds satellite components, in-space robotics, solar arrays, and tactical drones ... Redwire is a Contract Success Story You’ll Regret Not Buying on the Next Dip

Forget Oklo: Buy This Entrenched High-Yield Utility Giant on the Dip Instead
24/7 Wall St.80d agobullish
Forget Oklo: Buy This Entrenched High-Yield Utility Giant on the Dip Instead

Oklo (NYSE:OKLO) is the ticker dominating retail feeds right now, riding a 14 GW pipeline of non-binding data-center letters of intent and a wave of small modular reactor euphoria. The fundamentals tell a different story than the price action. The Oklo Trade Is a Speculative Story With No Underlying Business Oklo reported $0 in revenue ... Forget Oklo: Buy This Entrenched High-Yield Utility Giant on the Dip Instead

Is It Time To Reassess General Motors (GM) After Its 75% One Year Surge?
Simply Wall St.80d agobullish
Is It Time To Reassess General Motors (GM) After Its 75% One Year Surge?

If you are wondering whether General Motors at around US$82 a share still offers value, the key is understanding how its current price lines up with different valuation yardsticks. The stock has pulled back around 1.4% over the last week, yet it is up 4.3% over 30 days, 1.4% year to date and 74.6% over the past year, with a 133.7% return over three years and 39.0% over five years. This naturally raises questions about how much of the story is already priced in. Recent market attention has...

Has Fluence Energy (FLNC) Run Too Far After Its 69% Monthly Surge?
Simply Wall St.80d agobullish
Has Fluence Energy (FLNC) Run Too Far After Its 69% Monthly Surge?

Investors may be wondering if Fluence Energy at about US$22.91 still represents good value after its recent run, or if the easy gains are already behind it. The stock has moved sharply in the short term, with a 21.3% return over the last 7 days and 69.0% over the last 30 days. Year to date it is roughly flat and over the last year it has returned 385.4%, compared with a decline of 11.0% over 3 years. Recent coverage has focused on Fluence Energy as a pure play on grid scale energy storage...

Is It Too Late To Consider Seagate (STX) After Its 7x One-Year Share Price Surge?
Simply Wall St.80d agobullish
Is It Too Late To Consider Seagate (STX) After Its 7x One-Year Share Price Surge?

If you are wondering whether Seagate Technology Holdings at US$847.47 is still priced attractively after a huge run, the key question is what you are actually paying for today. The stock has pulled back about 3.7% over the last week, yet is still up 7.8% over 30 days, 194.7% year to date and more than 7x over the past year. This naturally raises questions about how much optimism is already in the price. Recent coverage has focused on Seagate as a beneficiary of growing data storage needs and...

Snowflake Summit Partner Wins Spotlight AI Data Cloud And Valuation Risks
Simply Wall St.80d agobullish
Snowflake Summit Partner Wins Spotlight AI Data Cloud And Valuation Risks

At Snowflake Summit 26, Snowflake highlighted new partner integrations and customer launches on its AI Data Cloud. Multiple partners, including phData, Tredence, BlueCloud, dbt Labs, Monte Carlo, Blue Yonder and dltHub, received AI Partner of the Year recognition. New AI driven solutions were showcased across sectors such as financial services, retail, consumer goods and supply chain. For investors tracking Snowflake (NYSE:SNOW), the latest wave of partner activity at Snowflake Summit 26...

Assessing DaVita (DVA) Valuation After Strong Q1 2026 Beat And Upgraded Guidance
Simply Wall St.80d agobullish
Assessing DaVita (DVA) Valuation After Strong Q1 2026 Beat And Upgraded Guidance

DaVita (DVA) is back in focus after first quarter 2026 revenue and earnings surpassed analysts' expectations, prompting management to lift full year guidance and drawing fresh attention from investors and research desks. See our latest analysis for DaVita. The strong first quarter has come after a powerful run in the stock, with the share price up 27.46% over 90 days and a 67.81% year to date share price return. The 3 year total shareholder return of 97.13% suggests longer term holders have...

BlackBerry (TSX:BB) Is Up 5.8% After Deepening NVIDIA QNX Tie-Up And Extending Buyback Plan
Simply Wall St.80d agobullish
BlackBerry (TSX:BB) Is Up 5.8% After Deepening NVIDIA QNX Tie-Up And Extending Buyback Plan

In recent months, BlackBerry has highlighted its shift to a growth-focused, profitable software company, underpinned by momentum in its QNX embedded platform, AI-driven cybersecurity offerings, and renewed U.S. government validation of its AtHoc secure communications through FedRAMP Class D (High) re-certification. New collaborations, including an expanded QNX partnership with NVIDIA for safety-critical edge AI and management’s decision to extend a sizeable share buyback program through...