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Does Record Cash Flow, $6 Billion Buyback and GaN Push Change The Bull Case For ON (ON)?
Simply Wall St.97d agobullish
Does Record Cash Flow, $6 Billion Buyback and GaN Push Change The Bull Case For ON (ON)?

Earlier this week, ON Semiconductor reported Q4 2025 non-GAAP EPS of US$0.64, record free cash flow, a US$6.00 billion share repurchase authorization, and the launch of new vertical GaN power semiconductors targeting AI data centers and vehicle electrification. Beyond the headline results, the combination of record cash generation and GaN product rollout highlights how ON Semiconductor is tying capital returns directly to its push into higher-value power solutions for AI and electric...

Bank of America Reiterates Buy Rating on Netflix (NFLX) Stock
Insider Monkey97d agobullish
Bank of America Reiterates Buy Rating on Netflix (NFLX) Stock

Netflix, Inc. (NASDAQ:NFLX) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 18, Bank of America analyst Jessica Reif Ehrlich reiterated a “Buy” rating on the company’s stock with a price objective of $125. The analyst expressed optimism about the company’s advertising business. Notably, Netflix, Inc. (NASDAQ:NFLX) has been expanding ad placements to […]

Microsoft (MSFT): One of the Best Long-Term Stocks to Buy Now for High Returns
Insider Monkey97d agobullish
Microsoft (MSFT): One of the Best Long-Term Stocks to Buy Now for High Returns

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 22, RBC Capital reiterated an “Outperform” rating and a price objective of $640.00 on the company’s stock. This comes after the investor meetings with the company’s executives. The firm remains optimistic about Microsoft Corporation (NASDAQ:MSFT)’s growth opportunity and its […]

Is KKR & Co. (KKR) One of the Best Long-Term Stocks to Buy Now for High Returns?
Insider Monkey97d agobullish
Is KKR & Co. (KKR) One of the Best Long-Term Stocks to Buy Now for High Returns?

KKR & Co. Inc. (NYSE:KKR) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 18, TD Cowen reduced its price target on the company’s stock to $104 from $106 and kept a “Hold” rating on the shares. Notably, the firm updated its models in the alternative asset manager group after the release […]

Here’s Why AppLovin (APP) Is One of the Best Long-Term Stocks to Buy Now for High Returns
Insider Monkey97d agobullish
Here’s Why AppLovin (APP) Is One of the Best Long-Term Stocks to Buy Now for High Returns

AppLovin Corporation (NASDAQ:APP) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 12, Needham analyst Bernie McTernan maintained a “Buy” rating on the company’s stock, setting the price objective of $700.00. The analyst’s rating comes off the back of factors associated with AppLovin Corporation (NASDAQ:APP)’s product roadmap and growth opportunities. The […]

Is It Too Late To Consider Modine Manufacturing (MOD) After A 190% One-Year Rally?
Simply Wall St.97d agobullish
Is It Too Late To Consider Modine Manufacturing (MOD) After A 190% One-Year Rally?

If you are wondering whether Modine Manufacturing at US$260.52 still offers value after a strong run, this article walks through what the current price might be telling you. The stock is down about 4% over the past week, up 3.5% over the past month, and has returned 85.0% year to date and 190.1% over the past year, so recent moves may be changing how investors think about both upside and risk. Recent coverage has focused on Modine Manufacturing's share price performance and how the stock now...

Firefly Aerospace (FLY) Valuation Check After Multi Launch Contract Wins And Cedar Park Expansion
Simply Wall St.97d agobullish
Firefly Aerospace (FLY) Valuation Check After Multi Launch Contract Wins And Cedar Park Expansion

Firefly Aerospace (FLY) stock has been in focus after reports of a multi launch government contract and an expanded Cedar Park campus. Together, these developments have reshaped how some investors are looking at the company. See our latest analysis for Firefly Aerospace. The recent multi launch government contract and Cedar Park expansion have arrived alongside very strong momentum, with 1 day, 30 day and 90 day share price returns of 15.49%, 40.91% and 147.75% respectively and a year to date...

Is It Too Late To Consider GE Vernova (GEV) After A 124% One Year Surge?
Simply Wall St.97d agobullish
Is It Too Late To Consider GE Vernova (GEV) After A 124% One Year Surge?

Investors may be wondering whether GE Vernova at around US$1,038.74 per share still offers value after a strong run, or if the market has already priced in the story. The stock has pulled back about 1% over the past week and about 9.6% over the past month, yet it is still up 52.9% year to date and 124.2% over the last year. These moves can hint at both rising expectations and shifting risk perceptions. Recent coverage around GE Vernova has focused on its position within the broader capital...

Is Citigroup (C) Pricing Reflect Its 75% One Year Rally And Banking Sector Headlines
Simply Wall St.97d agobullish
Is Citigroup (C) Pricing Reflect Its 75% One Year Rally And Banking Sector Headlines

If you are trying to work out whether Citigroup's current share price offers value, it helps to start with how the stock has actually been trading. Citigroup closed at US$125.09 most recently, with the stock up 1.4% over the past week, down 2.3% over the past month, up 5.4% year to date and showing a 75.0% return over the last year. These moves have kept Citigroup in focus as investors continue to react to ongoing headlines around large US banks, regulatory developments and the broader...

Assessing Viasat (VSAT) Valuation After A Strong Multi‑Month Share Price Rally
Simply Wall St.97d agobullish
Assessing Viasat (VSAT) Valuation After A Strong Multi‑Month Share Price Rally

Recent performance and business snapshot Viasat (VSAT) has drawn fresh attention after a strong recent run in the stock, with the price now at $74.56 and short term returns outpacing many peers over the month and past 3 months. The company reports annual revenue of $4.62b across Communication Services and Defense and Advanced Technologies, yet still posts a net loss of $338.96m, which keeps profitability firmly in focus for investors assessing the stock. See our latest analysis for...

A Look At Nextpower (NXT) Valuation After Upgraded Guidance Earnings Beats And New Acquisitions
Simply Wall St.97d agobullish
A Look At Nextpower (NXT) Valuation After Upgraded Guidance Earnings Beats And New Acquisitions

Nextpower (NXT) has been in focus after updating its fiscal 2027 guidance and reporting its latest quarterly and full year results, alongside acquisitions that extend its reach into power conversion and adjacent energy markets. See our latest analysis for Nextpower. The recent guidance upgrade, acquisitions in power conversion and energy storage, and earnings beats have come against a backdrop of a strong 40.66% year to date share price return and a very large 3 year total shareholder return...