TD Cowen reaffirms its Buy rating on Dynatrace (DT) while adjusting its price target, anticipating stronger-than-expected performance driven by its new AI-powered observability platform, Dynatrace Intelligence.
The renewable energy firm's latest quarterly results, described as a 'beat and raise,' have prompted major banks to lift their valuations, signaling strong confidence in its growth trajectory within the clean energy sector.
A prolonged, nationwide internet blackout in Iran, imposed during recent unrest, has crippled businesses and severed global connections for millions, revealing the deep fragility of an economy already under strain.
Seven Wisconsin employers filed WARN notices in January, yet the state's unemployment rate held steady at a low 3.1%. Economists point to a cooling but stable labor market, with significant workforce changes driven by retirements and sectoral shifts.
Africa's used vehicle market is on track to expand at nearly 7% annually, approaching a $200 billion valuation by 2033, as demand for affordable personal transport surges across the continent.
As Pzena Investment Management's latest commentary highlights a challenging quarter for value strategies, one of its holdings, freight giant Knight-Swift, comes into focus. We examine the investment case for KNX amidst shifting economic currents and a market dominated by AI hype.
Pzena Investment Management's latest quarterly commentary reveals its Focused Value Strategy lagged behind the broader value index in Q4 2025, with agricultural sciences firm FMC Corporation highlighted as a key underperformer amid a market dominated by AI and mega-cap stocks.
Disney CEO Bob Iger says the fierce competition for Warner Bros. Discovery highlights the 'tremendous value' of Disney's existing franchises, while reaffirming the company's focus on organic IP creation over further major acquisitions.
MarketAxess Holdings (MKTX), once a high-flying fintech darling, has seen its share price erode by nearly 70% over five years. As the bond trading platform grapples with shifting market dynamics and increased competition, investors are left debating whether the current valuation presents a rare buying opportunity or signals deeper structural challenges.
Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.
Goodyear Tire & Rubber is overhauling its Avon Tyres brand and challenging U.S. tariffs in court, strategic moves analysts say are aimed at defending profitability amid cost pressures and competitive markets.
Allegion's stock has climbed over 30% in the past year, raising questions about its current valuation. A deep dive into the numbers reveals a mixed picture, with key metrics pointing in opposite directions.
Shares of the packaged food giant have slumped over the past year, raising questions about whether the stock is a bargain or a value trap. A deep dive into valuation metrics suggests significant upside potential.
Shares of real estate investment trust Curbline Properties (CURB) have gained momentum, closing recently at $24.25. With reported revenue of $163.7 million and net income of $41 million, the stock appears undervalued by some metrics. However, a sky-high P/E ratio and sector headwinds prompt a closer look at whether the market is pricing in unrealistic growth.
Nomura Holdings is implementing stricter risk controls at its digital asset subsidiary, Laser Digital, following significant crypto-related losses that contributed to a nearly 10% drop in its fiscal third-quarter profit, the firm's CEO confirmed.
While EOG Resources' stock has lagged behind its energy sector peers, a majority of analysts maintain a bullish stance, betting on the company's disciplined capital returns and operational execution to drive a potential rebound.
Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.
Phillip Securities initiates coverage of Palantir Technologies with a Buy rating, citing its AI software segment's robust growth and significant market expansion potential. A new partnership with Innodata aims to enhance Palantir's rodeo analysis platforms through advanced data services.
BofA Securities has trimmed its price target for Uber Technologies, citing near-term uncertainties in the autonomous vehicle sector, even as the company launches a new internal data initiative aimed at accelerating AV development.
Zions Bancorporation has authorized a new $75 million stock repurchase program, a move analysts see as a bet on its undervalued shares and a commitment to shareholder returns as regional banks navigate a cautious regulatory environment.
