Following robust year-end financials and guidance, analysts reaffirm bullish stance on Mobileye Global (MBLY), with Tigress Financial highlighting a potential 178% upside. The autonomous driving tech firm posted double-digit growth in revenue and cash flow.
Investment firms Evercore ISI and Needham raise ratings and price targets for AppLovin, citing a surge in projected e-commerce revenue as a key growth driver for the mobile advertising platform.
UBS and Wells Fargo have trimmed their price targets for chip designer Arm Holdings, citing near-term revenue adjustments. Despite the revisions, both firms maintain bullish Buy ratings, underscoring confidence in Arm's pivotal role in the expanding artificial intelligence ecosystem.
KeyBanc raises its price target for AeroVironment (AVAV) to $330, citing a favorable macroeconomic outlook for the defense sector through 2026. The upgrade follows a $75 million U.S. Air Force contract awarded to the company's research division.
Astera Labs (ALAB) has announced major updates to its connectivity platform, targeting the surging demands of AI and hyperscale data centers. The move signals the company's strategic push to cement its role in the semiconductor ecosystem powering next-generation computing.
Fueled by surging demand for its custom AI chips, Broadcom Inc. (AVGO) has received a major analyst upgrade with a $400 price target. Wolfe Research projects the company's AI revenue could double within three years, potentially reshaping its financial trajectory.
As AI-driven electricity demand soars, NuScale Power's certified small modular reactor technology positions it at the forefront of a potential energy transformation. While its path is paved with both landmark agreements and significant execution risks, investors are weighing whether this pre-revenue company can power the future.
Amid a challenging retail environment, eyewear disruptor Warby Parker (WRBY) is demonstrating notable resilience. Supported by its focus on higher-income demographics, strategic insurance partnerships, and a promising pipeline of tech-enabled products, the company is positioning for a potential margin inflection and sustained growth.
Amid a cyclical downturn, National Storage Affiliates Trust (NSA) presents a compelling investment case. With housing turnover expected to recover and new supply constrained, this REIT's deep valuation discount and Sunbelt-heavy portfolio could fuel significant upside as industry fundamentals improve.
Despite geopolitical headwinds, PDD Holdings—parent of Temu—combines explosive revenue growth with a single-digit P/E ratio, presenting a compelling case for investors willing to navigate regulatory uncertainties.
Despite a landmark deal to bring tokenized U.S. stocks and ETFs into MetaMask, Ondo Finance's ONDO token remains mired in a 37% monthly slump, underscoring the stark disconnect between real-world asset protocol growth and governance token performance.
Spanish Prime Minister Pedro Sánchez has unveiled a sweeping five-point plan to impose criminal liability on tech executives and regulate algorithms, drawing an immediate and profane rebuke from X platform owner Elon Musk and igniting a debate on digital sovereignty.
California Congressman and gubernatorial candidate Eric Swalwell has reimbursed over $200,000 from his campaign funds for childcare costs, a practice deemed permissible by the FEC but criticized by ethics experts as a 'slippery slope' blurring personal and political expenses.
Singapore's ST Engineering unveiled its largest-ever cargo drone and secured partnerships for its AirFish Voyager marine craft at the Singapore Airshow, signaling a strategic push into next-generation aviation and maritime mobility solutions.
Once synonymous with smartphones, BlackBerry has spent years transforming into a cybersecurity and embedded software specialist. With its stock trading near multi-year lows, a growing contingent of investors sees a deeply undervalued collection of assets, particularly in its automotive QNX platform, poised for a strategic breakout.
Following a massive recapitalization and management overhaul, Flagstar Bank (NYSE: FLG) has stabilized its balance sheet. Yet, its shares trade at a steep discount to tangible book value, presenting a potential opportunity as the bank moves past its real estate woes.
Amid surging demand for AI infrastructure, IREN Limited's vertically integrated model and rapid deployment capabilities position it as a key player. Despite a recent pullback, analysts point to strong operational execution and scalable design as catalysts for long-term growth.
UnitedHealth Group's shares have plummeted nearly 50% over the past year, with recent policy headwinds and rising medical costs casting a long shadow over its recovery prospects.
Logistics firm Stord has taken over a key Quiet Logistics fulfillment center in Dallas, securing a pipeline of customers as American Eagle Outfitters winds down its third-party logistics subsidiary. The move marks another strategic acquisition for the rapidly growing company.
Stephen Miran, a key economic adviser to former President Trump, has resigned from his White House post while maintaining his position on the Federal Reserve Board, a move that clears a potential path for the administration's future leadership plans for the central bank.
