Morgan Stanley downgraded NetApp (NTAP) and slashed its price target, pointing to a CIO survey revealing the weakest hardware budget growth in 15 years. The move contrasts with a recent bullish initiation from Goldman Sachs.
Investment firm Cantor Fitzgerald has revised its price target for Qualcomm (QCOM) downward, reflecting concerns over conservative guidance and evolving competitive pressures in the smartphone chipset market.
As the TSX rides a wave of positive earnings momentum, a segment of the market often overlooked by mainstream investors is showing renewed activity. We examine three penny stocks—Fox River Resources, Lion Copper and Gold, and Theralase Technologies—that are drawing attention for their niche focus and development pipelines, despite their pre-revenue status.
AbbVie (NYSE: ABBV) reported fourth-quarter 2025 revenue of $16.62 billion, a 10% year-over-year increase that surpassed Wall Street forecasts. Adjusted earnings per share of $2.71 also topped consensus estimates, signaling resilience in its growth strategy.
Aristotle Capital Management's Value Equity Strategy sold its position in beverage giant Constellation Brands in Q4 2025, citing a strategic pivot towards AI-driven opportunities despite the company's steady performance. The move comes as value stocks outperformed and AI dominated corporate earnings discussions.
Amid a surging market where value stocks outperformed and AI dominated corporate earnings calls, Aristotle Capital Management's Value Equity Strategy sold its position in Commerce Bancshares (CBSH). The firm cited a strategic pivot towards AI-driven stocks with higher perceived upside and lower risk, despite the regional bank's steady performance.
OPENLANE's shares have climbed 13% in three months, driven by robust net income growth despite a below-industry Return on Equity. Analysts point to aggressive reinvestment as a key factor behind the rally.
Aristotle Capital's latest investor letter reveals Uber (UBER) was a significant portfolio detractor in Q4 2025, as a broad market shift toward value stocks and away from high-growth names pressured the ride-hailing giant's shares despite a resilient economic backdrop.
The pharmaceutical giant AbbVie projects profits exceeding analyst expectations for 2026, buoyed by the stellar performance of its newer immunology drugs Skyrizi and Rinvoq, which are successfully offsetting the decline of its former top-seller Humira.
Wall Street analysts have significantly lowered their 2026 revenue projections for Aquestive Therapeutics (AQST) by 26%, signaling heightened caution even as the stock price climbs. The revised forecasts highlight a more conservative view of the company's near-term growth trajectory.
The Baltimore-based investment manager reported a 5% year-over-year revenue increase to $1.93 billion for the fourth quarter of 2025, missing analyst forecasts. While assets under management saw a stronger uptick, fee income growth remained muted.
Amidst a backdrop of strong TSX earnings growth, savvy investors are scouring the market for hidden gems. We spotlight three Canadian companies whose current share prices appear significantly disconnected from their fundamental value, presenting potential opportunities for the discerning portfolio.
As the TSX's fourth-quarter earnings season unfolds with strength, income-focused investors are turning to dividend payers for reliable returns. We examine three Canadian companies with robust fundamentals and yields up to 4.7%.
A persistent slump in shipping volumes is forcing a painful contraction across the U.S. supply chain, with major retailers, manufacturers, and logistics firms closing facilities and cutting thousands of jobs in early 2026.
Baron Discovery Fund initiated a position in GCI Liberty (GLIBK) in Q4 2025, highlighting the communications firm as a long-term play in its latest investor letter. The fund, while underperforming its benchmark for the quarter, remains optimistic about a high-growth, low-inflation environment ahead.
U.S. equity futures edged higher Wednesday after Washington moved to reopen the federal government, shifting investor attention to a heavy slate of corporate earnings led by tech giant Alphabet.
Reynolds Consumer Products (NASDAQ: REYN) reported fourth-quarter sales that surpassed analyst expectations, though a weaker-than-anticipated revenue forecast for the coming quarter highlights ongoing challenges in volume growth for the household staples maker.
Baron Discovery Fund increased its stake in indie Semiconductor (INDI) in Q4 2025, signaling conviction in the automotive chip designer despite recent share price weakness. The move comes as the fund outlines its strategy for navigating a shifting AI landscape and positions for a potential high-growth 2026.
Mondelez International merges its financial and operational command under longtime CFO Luca Zaramella, signaling a strategic push for tighter alignment between profit goals and on-the-ground execution amid market pressures.
As José Boisjoli prepares to step down, the powersports leader signals a strategic pivot toward emerging markets, driven by trade uncertainties and a saturated home market.
