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.
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.
Jefferies raises price target on CS Disco following strong Q3 results fueled by its Cecilia AI platform, yet maintains a cautious 'Hold' rating as the company balances growth investments against profitability.
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.
DA Davidson joins Morgan Stanley in lowering price targets for language-learning app Duolingo, citing data suggesting daily active user growth may fall short of expectations despite a strong start to the year.
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.
Bank of America leads a wave of analyst upgrades for DigitalOcean, citing the viral success of its AI agent 'Clawdbot' and the company's strategic positioning in the burgeoning agentic AI market for developers.
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.
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 UK-based payments technology firm Bango (LON:BGO) is showing early signs of a financial transformation, breaking into profitability and increasing its capital deployment. While its return on capital remains below the software industry average, the underlying trend suggests a company in the midst of a strategic pivot.
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.
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.
