As markets swing between hype and fundamentals, Royal KPN's consistent earnings growth and prudent governance present a compelling case for stability-focused investors in the telecom sector.
Karman Holdings (NYSE: KRMN) is capturing Wall Street's attention as a series of bullish analyst calls, including a significant price target hike from KeyBanc, fuel its ascent. The stock's rally is tied to sustained momentum in the aerospace and defense sector, though some advise caution after its rapid gains.
Bitcoin's struggle to hold the $90,000 level intensifies as a massive monthly options expiry approaches, driving traders toward defensive positioning and heightened volatility hedging.
Vera Therapeutics (VERA) is drawing bullish attention from Wall Street, with multiple analysts significantly raising price targets following a key competitor's FDA approval and revised revenue forecasts for its lead drug candidate.
Keefe Bruyette trimmed its price target on Pagaya Technologies (PGY) to $35, while maintaining an Outperform rating. The adjustment comes despite the AI-driven lending platform reporting robust Q3 growth and a record partner pipeline.
Truist Securities has increased its price target for Nuvation Bio, highlighting the promising early commercial traction of its oncology drug Ibtrozi, which is outpacing competitors in the ROS1 inhibitor space.
Keefe Bruyette & Woods raises its price target on Riot Platforms (RIOT) to $23, citing a new long-term agreement with AMD that provides revenue visibility and supports the company's high-performance computing strategy.
Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
Keefe Bruyette significantly raises its price target for Cipher Mining (CIFR), citing the company's strategic expansion into AI and high-performance computing data centers as a key growth driver.
Bank of America has upgraded Apellis Pharmaceuticals (APLS) to 'Buy,' citing robust early adoption of its drug Empaveli and significant undervaluation of its potential in treating rare kidney diseases, despite a more cautious outlook from Wells Fargo.
Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.
NextPower Inc. sees its price target raised by TD Cowen following a robust third-quarter earnings beat and a landmark joint venture in Saudi Arabia, signaling growing confidence in the solar technology firm's trajectory.
Wall Street firms Keefe Bruyette and BTIG have raised price targets on Core Scientific, citing the company's strategic shift from Bitcoin mining to high-performance computing infrastructure for AI as a key driver for future growth.
Barclays raises Astera Labs' price target to $165, naming it a top pick for AI integration plays in its 2026 semiconductor outlook, while contrasting analyst views highlight the evolving debate on AI's infrastructure demands.
A new discounted cash flow analysis indicates Corero Network Security plc (LON:CNS) may be significantly undervalued at current trading levels, presenting a potential opportunity for investors in the cybersecurity sector.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Despite record iPhone demand, Apple CEO Tim Cook warns that soaring memory chip costs are set to squeeze margins, highlighting a supply crisis gripping the entire tech industry.
Western Digital Corp (WDC) announced a robust 25% year-over-year revenue increase for its fiscal second quarter of 2026, driven by strategic long-term agreements and a favorable product mix. While consumer segment challenges persist, the company is positioning itself to capitalize on the burgeoning data storage demands from artificial intelligence.
Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.
Fueled by exceptional demand for its HOKA and UGG brands, Deckers Outdoor Corp. posted a robust third-quarter performance, prompting the company to raise its fiscal 2026 guidance. Executives pointed to strategic product launches, direct-to-consumer strength, and clean marketplace inventories as key drivers.
