Ahead of its fourth-quarter results, Amazon sees its price target lifted by UBS, which cites accelerating AWS growth and massive planned capital expenditure as key catalysts for the tech giant's valuation.
Scotiabank has adjusted its price target for Oracle Corporation downward but reaffirmed its confidence in the tech giant's long-term strategy, citing its cloud infrastructure expansion and unique position in the competitive AI landscape.
Following the completion of its acquisition of optical interconnect firm Celestial AI, Marvell Technology (MRVL) receives a reiterated Hold rating from Benchmark. Analysts project a multi-year ramp for the new technology, with significant revenue contributions expected by fiscal 2029.
UTZ Brands (NYSE:UTZ) faces a split analyst outlook as recent ratings reflect both optimism over its snack portfolio and caution regarding near-term sales volatility and sector challenges.
Campbell's Company (CPB) faces a wave of analyst downgrades, with Barclays and UBS maintaining Sell ratings and multiple firms cutting price targets. The moves reflect growing concerns over competitive risks, private label momentum, and macroeconomic headwinds for the iconic snack and soup maker.
Aris Mining (TSX:ARIS) has consolidated leadership under founder Neil Woodyer, while its stock has nearly doubled in three months. Analysts are divided on whether the current valuation gap presents an opportunity or a red flag, as the company's ambitious growth narrative collides with a sky-high P/E ratio.
MACOM Technology Solutions has promoted two executives to senior vice president roles, sharpening its focus on gallium nitride (GaN) technology and investor relations. The moves come as the semiconductor firm's stock, riding a multi-year rally, faces questions about its rich valuation in a competitive market.
Clarivate Plc's subsidiary, Camelot Finance S.A., has fully redeemed its remaining $100 million in senior secured notes due 2026, a move analysts say enhances the information services provider's financial flexibility amid ongoing share repurchases.
Amid a sharp downturn in software shares, Wedbush analyst Dan Ives argues the selloff is overblown and presents a buying opportunity for key players like Microsoft and Palantir, despite lingering market fears over AI's disruptive impact.
A critical technical breach in the U.S. Dollar Index has analysts debating the long-term implications for global finance and whether gold's rally could enter uncharted territory.
Following the sale of its non-core Tools for Materials Processing business, Coherent plans to streamline operations, strengthen its balance sheet, and double down on high-growth photonics markets critical to AI and communications infrastructure.
Goldman Sachs has lowered its price target for loanDepot (NYSE: LDI) while maintaining its core valuation, signaling a nuanced view on the mortgage originator's path amid shifting interest rates and housing market dynamics.
Crown Castle (CCI) detailed a year of profound change in its Q4 2025 earnings call, centering on its strategic shift to a pure-play U.S. tower REIT. Executives highlighted the pending sale of its fiber and small cell units, a major restructuring following DISH Network's payment default, and a revised 2026 outlook that factors in significant cost cuts and debt reduction.
As Eli Lilly's stock hovers above $1,100, fueled by blockbuster obesity drug headlines, investors are divided. A deep dive into the numbers reveals a complex picture: the stock appears undervalued on cash flow projections but richly priced on earnings multiples. We break down the valuation tug-of-war and what it means for the pharma giant's future.
Medtronic's stock has climbed steadily, posting a 14.6% return over the past year. As shares hover around $102, investors are asking if the rally has left the stock overvalued or if there's still room to grow. A deep dive into key valuation metrics reveals a nuanced picture.
Honda Motor reports a significant recovery in global vehicle production for December, alongside a sharp rise in exports to the United States, indicating a potential easing of the semiconductor shortages that have plagued the auto industry.
As Chewy shares languish near multi-year lows, a stark divide emerges between cash flow-based valuation models and market-driven price multiples, leaving investors to question where true value lies in the volatile pet care sector.
Alphabet announces plans to nearly double capital expenditures this year, betting big on AI infrastructure as its cloud division outpaces rivals and drives revenue growth.
Google's parent company Alphabet plans to nearly double its capital expenditure to a potential $185 billion by 2026, a massive investment in AI infrastructure that CEO Sundar Pichai admits is fraught with logistical challenges and investor skepticism, even as it fuels record revenues.
As Gulf markets surge on strong oil and corporate performance, investors are looking beyond the major indices. We analyze three lesser-known companies—in healthcare, transportation, and tech—that are demonstrating strong fundamentals and strategic positioning for the coming year.
