Shares of diversified REIT W. P. Carey have delivered a robust 31% return over the past year, prompting investors to question whether the current price near $69 represents fair value or an opportunity. A closer look reveals a complex picture where traditional metrics and cash flow models tell conflicting stories.
Equifax is expanding beyond traditional credit reporting with a new suite of AI-powered fraud detection and income verification tools. While this strategic push aims to embed the company deeper into the lending ecosystem, analysts remain divided on whether it's enough to support its current valuation amid high debt and execution risks.
Eli Lilly bolsters its long-term growth strategy through two new R&D partnerships and a key regulatory milestone for an ovarian cancer drug, signaling a strategic push beyond its blockbuster diabetes and obesity treatments.
Adobe's strategic acquisition of marketing intelligence platform Semrush Holdings marks a significant step in its mission to deeply integrate artificial intelligence across content creation and digital campaign management, aiming to bridge the gap between creative ideation and data-driven performance.
Fueled by insatiable demand for high-capacity storage from hyperscalers and the AI inference boom, Western Digital posts a 25% revenue jump and raises guidance, signaling a structural shift in the data economy.
Knowles Corporation's top executive has sold a significant portion of his holdings, a move that comes on the heels of a 24% annual gain for the audio components maker and ahead of its upcoming earnings report.
As the 2026 Super Bowl approaches, a notable quiet has settled over the automotive section of the advertiser roster. Ford's continued absence, alongside most major rivals, signals a profound strategic shift away from the event's iconic—and astronomically priced—commercial slots.
CIBC reaffirms its Outperform rating on Thomson Reuters (TRI) as the information giant accelerates its strategic push into AI-driven compliance and legal tools, launching new products in the US and UK markets.
Analysts at Susquehanna upgrade Arm Holdings to Positive, citing transformative deals with OpenAI and Meta. The firm projects a new AI XPU could generate over $1 billion in annual royalties, signaling a major shift beyond Arm's mobile roots.
Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.
KeyBanc Capital Markets maintains a Sector Weight rating on Charter Communications, warning of heightened competitive pressures from fiber expansion and potential subscriber losses ahead of the company's Q4 earnings.
TD Cowen lowered its price target on Atlassian (TEAM) ahead of earnings, highlighting strong fundamentals in service management and cloud migration but flagging weak traction in AI as a key medium-term overhang for the stock.
The UN atomic watchdog's board convened an extraordinary meeting amid heightened alarm over the safety of Ukraine's nuclear facilities following sustained attacks on the country's energy infrastructure, with the agency's chief warning of the world's gravest nuclear risk.
A combination of deep political polarization, economic pressures, and a growing brain drain is challenging Israel's viability as a secure and prosperous state, according to experts within and outside the country.
Mizuho Securities reaffirms its bullish stance on Intuit (INTU) with an $875 price target, arguing that recent investor anxiety over AI's potential to disrupt the tax preparation industry is exaggerated, citing the company's strategic integrations and expanding physical retail footprint.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
Wells Fargo has upgraded Broadcom (AVGO) to Overweight and increased its price target to $430, pointing to the chipmaker's significant AI revenue trajectory and a robust software pipeline as key growth drivers through 2027.
Analyst firm Compass Point reiterates its Buy rating on Invesco Mortgage Capital Inc. (IVR), increasing its price target to $9.50, citing attractive mortgage spreads as a key catalyst for the REIT's potential book value growth.
The Hotchkis & Wiley Global Value Fund credited Ericsson (ERIC) as a key driver of its fourth-quarter returns, as the telecom equipment maker's shares surged. The fund's latest investor letter details how strategic stock picks, particularly in non-U.S. markets, fueled its outperformance against a global benchmark.
F5, Inc. (FFIV) faced selling pressure following a confirmed cybersecurity incident, as revealed in Hotchkis & Wiley's Q4 2025 investor letter. The fund cited the breach as a key factor in the stock's underperformance, despite the company reporting a 7% year-over-year revenue increase.
