Aptiv reported record fourth-quarter revenue of $5.2 billion, a 3% increase, as the automotive technology leader prepares to spin off its Electrical Distribution Systems business as the independent company Versagen on April 1, 2026.
After years of share price weakness, Immunocore Holdings (IMCR) appears significantly undervalued by traditional metrics. But does the market know something the models don't? We examine the DCF and P/S analyses, the company's unique T-cell receptor platform, and the risks that have kept investors wary.
Piper Sandler raises its price target on Kura Sushi USA (KRUS) following an investor meeting, citing potential from recent changes to its digital loyalty platform. The company also appointed a new marketing-focused director as it eyes U.S. expansion.
Freedom Capital initiates coverage on Mama's Creations (MAMA) with a Buy rating and a $16 price target, citing the company's expanding national footprint, product innovation, and strong recent earnings as key growth catalysts in the fresh meal sector.
IDEXX Laboratories reports robust fourth-quarter and full-year 2025 results, with double-digit revenue growth fueled by record instrument placements and strategic innovations like InVue DX and CancerDx. The company provides a confident outlook for 2026, targeting continued organic growth despite sector headwinds.
Analyst Piper Sandler has lowered its price target on Black Diamond Therapeutics (BDTX) while maintaining an Overweight rating, following a broad review of its biotech coverage. The adjustment comes even as the company recently reported encouraging Phase 2 data for its lead oncology drug candidate.
H.C. Wainwright maintains a Buy rating on Lexeo Therapeutics but slashes its price target, citing persistent market doubts over the company's PKP2 cardiomyopathy program despite encouraging early clinical results.
Despite recent guidance revisions, Mobileye Global retains strong buy ratings from analysts who see significant upside potential, as the company positions 2026 for a strategic transition in the autonomous driving sector.
Disney CEO Bob Iger confirmed that AI-generated videos from OpenAI's Sora will begin appearing on Disney+ within months, framing the move as an additive feature for short-form content while downplaying any ripple effects on the company's traditional film and TV pipeline.
As Bob Iger prepares to step down, he highlights a 'healthy competition' between Disney's resurgent parks and its entertainment division to become the company's primary profit driver, with the board close to naming his successor.
Wells Fargo boosts its price target for Taysha Gene Therapies (TSHA), citing strong progress in its pivotal Rett syndrome gene therapy program. The company has dosed the first patient in a key trial phase and received FDA alignment on its regulatory pathway.
Apis Capital's flagship fund, which surged 55% in 2025, spotlights clinical-stage biotech Celcuity in its latest investor letter, citing the company's novel platform for matching cancer patients with targeted therapies.
Amphenol Corporation (NYSE: APH), a key player in electronic connectors, received concurrent price target increases from Seaport Research and Citi. While analysts highlight growth potential, the stock's post-earnings dip underscores a cautious market stance toward the company's traditionally conservative guidance.
Needham raises Nova Ltd. (NVMI) to Buy with a $500 price target, citing improving industry conditions and the company's strategic position in China's memory market. The upgrade follows a similar bullish move by Bank of America earlier in January.
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.
Oracle is launching a massive $45-$50 billion capital raise to aggressively expand its cloud infrastructure, fueled by long-term contracts with AI giants like OpenAI, NVIDIA, and Meta. The move underscores the fierce competition in the cloud arms race, even as the company's stock faces recent headwinds.
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.
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.
Twist Bioscience kicks off fiscal 2026 with robust growth, reporting a 17% year-over-year revenue increase to $103.7 million. The company credits its semiconductor-based DNA synthesis platform and surging demand from AI-enabled drug discovery programs as key drivers, while reiterating its path to adjusted EBITDA breakeven within the year.
ASML's Q4 2025 bookings, driven by AI chip demand, smashed forecasts. While management raises 2026 guidance, shareholders question the durability of the surge and the company's exposure to geopolitical headwinds.
