Howmet Aerospace's stock retreated 3.8% this week, mirroring broader market softness. However, a look at the five-year horizon reveals a staggering 647% surge, closely aligned with robust earnings growth, underscoring the resilience of the aerospace components manufacturer.
While speculative 'story stocks' dominate headlines, Swiss manufacturing group Mikron Holding (VTX:MIKN) presents a case study in sustained profitability. With EPS growing at 26% annually over three years and significant insider ownership, the firm offers a contrast to loss-making ventures. Yet, flat revenue and EBIT margins prompt questions about its long-term growth trajectory.
A prominent economist forecasts that Kevin Warsh, if appointed as Fed Chair, could implement a rapid series of interest rate cuts totaling 100 basis points this year, a move that would defy current market expectations and likely weaken the U.S. dollar.
In a detailed webinar, NVIDIA's networking chief outlined how co-packaged optics technology is critical for scaling next-generation AI supercomputers, promising significant power savings and improved reliability for massive GPU clusters.
A surge of industrial development across Texas, from Houston's port to the Mexican border, signals a strategic bet on long-term freight growth, with major projects setting the stage for 2026 and beyond.
Following IBM's fourth-quarter results, Bernstein and Stifel have raised their price targets on the tech giant, highlighting robust free cash flow performance and resilience in its valuation despite sector headwinds.
Palantir Technologies (PLTR) secures bullish coverage from two major firms, with price targets exceeding $200, as its AI platform gains traction in a rapidly expanding market.
Cybersecurity giant Palo Alto Networks has acquired cloud-native observability platform Chronosphere, aiming to provide customers with deeper visibility and control over sprawling AI and IT systems. The move reinforces its platform strategy as analysts highlight the firm's dominant market position.
Adobe's stock outlook softens as multiple analysts adjust ratings and price targets, citing increased competition in creative software and a lack of near-term catalysts, despite its strong market position.
Bank of America and Stifel reaffirm bullish stances on MongoDB, citing strong performance of its Atlas platform and strategic expansion into AI capabilities as key drivers for future growth.
Despite a challenging environment for software stocks, analysts from DA Davidson and Bank of America reaffirm their confidence in Snowflake's long-term growth story, citing its unique positioning in the AI-driven data landscape.
Following its quarterly earnings, ServiceNow (NOW) retains strong buy ratings from major analysts who see the recent stock dip as a buying window for a premium AI-driven workflow platform.
Salesforce lands a decade-long, multi-billion dollar defense contract while its AI-powered Agentforce platform shows explosive growth, reinforcing analyst confidence in the cloud giant's expansion.
Axsome Therapeutics (AXSM) reported preliminary 2025 revenue of $638.5 million, a 66% year-over-year surge that exceeded analyst forecasts, driven by the blockbuster performance of its depression treatment AUVELITY.
DA Davidson raises its price target on Modine Manufacturing (MOD) to $255, citing the company's strategic shift to focus on data center thermal management and the planned spin-off of its Performance Technologies segment.
Truist Securities has raised its price target on Jazz Pharmaceuticals (JAZZ) to $230, citing 'practice-changing' results from the HERIZON-GEA trial for its drug Zepzelca in gastroesophageal adenocarcinoma. The firm maintains a Buy rating, anticipating strong commercial adoption and potential guideline inclusion.
Mirum Pharmaceuticals charts a distinct course in the rare disease biotech landscape, leveraging strategic acquisitions to build a broad, sustainable pipeline while navigating a complex regulatory environment.
Piper Sandler and Scotiabank have lowered their price targets for HF Sinclair (DINO), citing operational disruptions on the West Coast that are expected to pressure near-term earnings, though longer-term prospects remain intact.
UBS maintains a neutral stance on Norwegian Cruise Line Holdings after the company's move to eliminate non-commissionable fares, a shift analysts warn could pressure net returns by boosting payouts to travel agents.
Despite facing intensified competition that prompted a Wall Street price target cut, Maplebear Inc. (CART) is pushing forward with a key technological partnership to deploy its AI-powered Caper Carts in hundreds of grocery stores, betting on innovation to drive future growth.
