Meta Platforms' aggressive push into AI infrastructure, announced alongside robust earnings guidance, has investors weighing its massive capital expenditure plans against a valuation that suggests the market may already be pricing in future growth.
The affordable cosmetics giant e.l.f. Beauty is poised to release its fourth-quarter financial results this week, following a period of robust stock performance and mixed signals from the broader consumer staples sector.
As Mueller Water Products prepares to release its fourth-quarter results, investors are watching for signs of sustained growth in the critical water infrastructure sector. The company has a strong track record of exceeding revenue expectations.
Werner Enterprises sees its fair value estimate raised significantly amid shifting analyst sentiment, driven by expectations of tighter truckload capacity and a potential freight market recovery.
As FormFactor prepares to release its Q4 results, the semiconductor equipment sector shows robust momentum. Investors are watching to see if the company can maintain its track record of exceeding expectations amid a mixed industry landscape.
Monarch Casinos & Resorts (MCRI) will release its fourth-quarter financial results after Wednesday's market close, with analysts projecting modest revenue growth but heightened scrutiny on its high-end gaming segment performance.
The adhesive and materials giant is expected to post modest revenue growth as investors gauge its resilience against a backdrop of uneven results from packaging industry peers.
Fox Corporation (NASDAQ: FOXA) is scheduled to release its fourth-quarter financial results Wednesday morning, with analysts anticipating steady revenue but slower growth compared to last year's surge.
Central Garden & Pet (CENT) is scheduled to release its fourth-quarter financial results after Wednesday's market close, with Wall Street anticipating a year-over-year revenue decline. The report comes as the broader household products sector shows investor optimism.
The Timken Company (NYSE: TKR) is scheduled to release its fourth-quarter financial results before the market opens on Wednesday. Investors will be watching to see if the bearings and power transmission specialist can continue its track record of surpassing Wall Street's forecasts amidst a mixed landscape for industrial machinery firms.
SanDisk stock surged over 15% as analysts point to the company's dominant position in supplying high-performance storage for the rapidly expanding AI infrastructure, leading to a dramatic rise in profits and a significantly upgraded price target.
Despite a sharp selloff following strong quarterly results, Zscaler's fundamental growth engine—fueled by its Z-Flex platform shift and AI security demand—appears stronger than ever, presenting a potential disconnect for long-term investors.
Despite a recent stock pullback, ServiceNow's accelerating AI monetization, expanding CRM footprint, and robust operational execution are building a compelling case for long-term growth, analysts say.
Monolithic Power Systems (MPWR), a key player in power management semiconductors, is attracting investor attention with its robust financials, exposure to high-growth AI and automotive markets, and disciplined capital returns, despite trading at a premium valuation.
Despite Adtalem Global Education posting robust quarterly results with 34% EPS growth, investment firm Peregrine Asset Advisers has liquidated its entire position, raising questions about the divergence between corporate performance and investor sentiment in the education sector.
Woodward (WWD) kicked off fiscal 2026 with robust earnings, driven by a surge in aerospace services and industrial sales. The company raised its full-year outlook but cautioned on supply chain pressures and announced a strategic wind-down of its volatile China On-Highway business.
A recent adjustment to Ceres Power Holdings' price target by analysts signals a broader reassessment of the clean energy firm's market narrative and future trajectory, moving beyond a single figure to underlying story shifts.
DaVita Inc. shares soared after the kidney care provider posted robust fourth-quarter results and issued a 2026 profit forecast that significantly exceeded Wall Street expectations, signaling resilience against cost pressures and past operational challenges.
Bernstein analyst lifts ASML's price target to $1,911, citing a buying opportunity after recent pullback. The chip equipment giant's record Q4 orders and updated guidance signal confidence in the AI-driven semiconductor upcycle.
CNBC's Jim Cramer concedes he misjudged the explosive demand for Apple's iPhone 17, which powered the tech giant to a staggering earnings beat that caught Wall Street off guard.
