Rosenblatt Securities raised its rating on cybersecurity firm Fortinet ahead of its Q4 earnings, citing a favorable hardware refresh cycle, effective sales strategies, and supportive tax incentives as key growth drivers.
Buoyed by robust demand for its premium iPhone 17 Pro models, Apple is projected to report its highest quarterly iPhone sales increase in over four years. Analysts spotlight a pivotal AI deal with Google's Gemini as a key future growth lever, even as the tech giant navigates supply chain cost pressures.
Salesforce expands its enterprise footprint with a landmark $5.6 billion defense contract and a new role in an AI-driven wildfire response initiative, signaling a strategic push into mission-critical government and infrastructure sectors.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
Suzuki Motor Corporation has surpassed Nissan in worldwide vehicle sales for 2025, securing its position as Japan's third-largest automaker. The shift highlights Suzuki's growing strength in emerging markets and Nissan's ongoing struggles to regain momentum.
Apple shares edged higher following a robust Q1 earnings report headlined by record iPhone revenue, yet the muted gains reflect Wall Street's growing focus on looming supply constraints and the company's strategic pivot to artificial intelligence.
Apple's Q1 earnings showcased blockbuster iPhone revenue of $85.3 billion, yet investor caution prevails amid persistent supply chain constraints and mounting cost pressures that threaten near-term profitability.
NVIDIA's CEO Jensen Huang indicates that Chinese regulatory approval for the sale of its flagship H200 AI chip is still pending, amid high demand from major tech firms and ongoing U.S.-China tech tensions.
Tyson Foods reported a 6.2% increase in Q1 2026 sales to $14.3 billion, driven by robust demand for protein. While the Chicken and Prepared Foods segments showed strength, the company is restructuring its Beef operations, closing one plant and scaling back another, to align with a constrained cattle supply outlook.
KTM's preliminary 2025 financial results reveal a steep decline in revenue and sales, casting doubt on the efficacy of recent restructuring efforts and raising questions about the brand's near-term recovery trajectory.
Seaport Research analyst Scott Graham lowered Badger Meter's price target to $220 from $255, citing a slower sales pace in early 2025. The firm maintains a Buy rating, anticipating a stronger second half. The water technology company recently reported record annual sales and profits.
The spirits giant files for legal protection for its production and warehouse assets in Latvia, citing cash flow pressures from geopolitical fallout and market headwinds, while assuring global sales remain unaffected.
The iconic pottery maker reports encouraging sales growth and a renewed focus on its craft heritage, aiming to return to profitability next year after a period of job cuts and industry-wide challenges.
While the UK kitchenware retailer maintains sales growth, a five-year decline in a key profitability metric and rising liabilities signal potential headwinds for investors.
Marketing technology firm Zeta Global announces a strategic collaboration with OpenAI, aiming to deeply integrate advanced AI into its platform. The move, coupled with positive buzz from CES 2026, sharpens its competitive edge in a sector dominated by giants like Salesforce and Adobe.
Specialty metals maker Carpenter Technology posted record Q2 sales and raised its full-year operating income outlook, yet its stock fell sharply. The divergence highlights investor concerns over valuation and the company's heavy dependence on the aerospace cycle, even as demand in the sector remains robust.
DXC Technology met Q4 revenue targets with stable sales of $3.19B and an earnings surprise, but cautious guidance and stagnant organic growth highlight the challenges of its strategic transformation toward AI-native services.
Citizens JMP reaffirms its bullish stance on Salesforce, citing the explosive growth of its AI platform Agentforce and strong enterprise adoption as key catalysts for sustained outperformance.
Salesforce secures a potential 10-year, $5.6 billion IDIQ contract with the U.S. Army, a strategic win for its national security unit. Yet, analysts caution the headline figure is a ceiling, not a guarantee, with real value hinging on future task orders and AI integration.
A wave of selling has hit enterprise software giants, with sector leaders like SAP and Salesforce shedding billions in market value. The trigger? Microsoft's latest earnings revealed a slowdown in its cloud growth, but the deeper unease stems from AI's potential to disrupt the very foundations of the SaaS business model.
