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.
Clinical-stage biopharma Mineralys Therapeutics has filed its New Drug Application for lorundrostat, a potential treatment for resistant hypertension, following positive results from multiple trials. The move positions the company for a potential 2026 market entry and has drawn upgraded price targets from analysts.
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.
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.
The Singapore-listed port operator has significantly improved its capital efficiency over five years, rewarding shareholders. Analysts are now weighing whether this trend is sustainable for long-term growth.
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.
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.
Australia reaffirms its commitment to building resilient critical mineral supply chains and a strategic reserve, undeterred by the U.S. stepping back from plans to guarantee minimum prices for such projects.
The IT infrastructure giant is deepening its SAP partnership with a new Center of Excellence and an AI-powered 'Clean Field' methodology, aiming to automate complex migrations and modernizations for enterprise clients. The strategic push highlights Kyndryl's attempt to pivot from low-margin maintenance work to higher-value AI-enabled transformation services.
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.
PennyMac Mortgage Investment Trust (PMT) reported a robust fourth quarter, highlighted by a 13% return on equity and strategic advancements in its securitization business. Executives outlined a confident outlook for 2026, emphasizing disciplined risk management and growth in targeted lending segments.
ResMed Inc. reports an 11% revenue surge for its second fiscal quarter, driven by robust mask sales and strategic acquisitions, while navigating competitive pressures and capitalizing on emerging healthcare trends.
OSI Systems posts record Q2 revenue and lifts full-year EPS guidance, navigating softness in security bookings and healthcare challenges with optimism for a stronger second half.
GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.
KLA Corporation reports robust fiscal 2025 results driven by AI demand, but warns of supply constraints and geopolitical factors tempering near-term growth, with a significant acceleration projected for late 2026 and 2027.
MaxLinear Inc. reported a 48% year-over-year revenue jump for Q4 2025, powered by its infrastructure business, even as it manages a near-term dip in broadband and intensifying competition in key markets.
Despite a challenging quarter with declining revenues, staffing giant Robert Half outlines a strategic pivot, leveraging artificial intelligence and retained top talent to drive efficiency and position for a return to growth by late 2026.
Despite facing a dip in loan performance and market share, Credit Acceptance Corp (CACC) posted growth in adjusted earnings per share for Q4 2025, highlighting strategic investments in dealer technology and a disciplined, long-term financial approach.
Olin Corporation is closing its Guarujá epoxy facility as part of a broader cost-cutting initiative, responding to soft chlorine demand and operational headwinds. The company pins a turnaround for its Epoxy segment on 2026, while its Winchester ammunition unit raises prices to counter inflation.
