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Reiteration

Applied Materials Sees Years Of AI-Fueled Growth Ahead

Applied Materials Sees Years Of AI-Fueled Growth Ahead

Analog Devices Is Cashing in on the AI Boom — Analysts See Bigger Gains Ahead

Analog Devices Is Cashing in on the AI Boom — Analysts See Bigger Gains Ahead

Marvell’s Google AI Deal Could Unlock a Staggering $120 Billion Opportunity, Analyst Says

Analog Devices Is Cashing in on the AI Boom — Analysts See Bigger Gains Ahead

Analog Devices Is Cashing in on the AI Boom — Analysts See Bigger Gains Ahead

Marvell’s Google AI Deal Could Unlock a Staggering $120 Billion Opportunity, Analyst Says

Marvell’s Google AI Deal Could Unlock a Staggering $120 Billion Opportunity, Analyst Says

Broadcom’s AI Competition Fears Look Overblown: Analyst

Broadcom’s AI Competition Fears Look Overblown: Analyst

Advance Auto Parts Posts Disappointing Q2 Comp on High Exposure to Lower-End Customers

Advance Auto Parts Posts Disappointing Q2 Comp on High Exposure to Lower-End Customers

Broadcom’s AI Competition Fears Look Overblown: Analyst

Broadcom’s AI Competition Fears Look Overblown: Analyst

Advance Auto Parts Posts Disappointing Q2 Comp on High Exposure to Lower-End Customers

Advance Auto Parts Posts Disappointing Q2 Comp on High Exposure to Lower-End Customers

Walmart Takes Hit as Analysts Trim Price Targets: ‘Tough Combo’

Walmart Takes Hit as Analysts Trim Price Targets: ‘Tough Combo’

Alibaba Stock Falls 7% on Profit Miss, but Analyst Stays Bullish on AI Cloud

Alibaba Stock Falls 7% on Profit Miss, but Analyst Stays Bullish on AI Cloud

Reiteration Recent News

Netflix Has No ‘Single Silver Bullet’ To Engagement, Revenue Growth: Analyst

Netflix Has No ‘Single Silver Bullet’ To Engagement, Revenue Growth: Analyst

JPMorgan's Doug Anmuth maintains Overweight rating and $85 PT for Netflix. Ongoing initiatives, strong content could sustain revenue growth.

Target Stock Rally on Pause? Analysts See Turnaround Signs Over, Steady Growth Ahead

Target Stock Rally on Pause? Analysts See Turnaround Signs Over, Steady Growth Ahead

Target stock is up over 50% in 2026. Analysts see smaller gains going forward as the turnaround story minimizes.

Lowe's Cuts 2026 Guidance, These Bullish Analysts Expect Comps To Accelerate In 2H

Lowe's Cuts 2026 Guidance, These Bullish Analysts Expect Comps To Accelerate In 2H

Lowe's (LOW) stock pulled back after mixed Q2 results. JPMorgan maintains Overweight rating, KeyBanc expects comps to accelerate in H2.

Cerebras Extends the Lead In Fast Inference Space with New Launch: Analyst

Cerebras Extends the Lead In Fast Inference Space with New Launch: Analyst

Cerebras unveils CS-4 AI system designed to speed up AI models. What does this Needham analyst think?

Tariff Refunds Did the Heavy Lifting in Home Depot's Q2, Analysts Say

Tariff Refunds Did the Heavy Lifting in Home Depot's Q2, Analysts Say

HD shares rallied after upbeat Q2 results. Analysts have mixed ratings and price targets, with some noting potential cost pressures.

CrowdStrike Eyes ARR Growth as Analysts Debate Premium Valuation

CrowdStrike Eyes ARR Growth as Analysts Debate Premium Valuation

CrowdStrike heads into Q2 earnings with strong partner demand, expanding AI security adoption and high expectations surrounding net new ARR growth.

Target Q2 Earnings Beat Looks Great — Thank Tariff Refunds

Target Q2 Earnings Beat Looks Great — Thank Tariff Refunds

Analysts at JPMorgan argue that tariff refunds — not underlying strength — drove the bulk of the Target upside.

Lowe's Q2 Comps Were Better Than Feared, Guidance Reflects H2 Below Expectations

Lowe's Q2 Comps Were Better Than Feared, Guidance Reflects H2 Below Expectations

Lowe's shares jump on reported Q2 results. SSS met expectations but company lowered guidance. Analyst maintains Overweight rating.

Fabrinet Shares Tumble As Nvidia Datacom Weakness Overshadows Telecom Strength

Fabrinet Shares Tumble As Nvidia Datacom Weakness Overshadows Telecom Strength

Fabrinet shares fell after Q4 results. Rosenblatt, Needham, and BNP Paribas analysts reaffirmed Buy ratings and high price targets.

Webull’s July Trading Update Points Towards Q2 Beat, Says Bullish Analyst

Webull’s July Trading Update Points Towards Q2 Beat, Says Bullish Analyst

Webull (BULL) to report Q2 results on Wednesday. Analyst highlights strong July Y/Y growth despite sequential declines in trading metrics.

Lucid Diagnostics Could Be 'High In The Queue' For Medicare Coverage Decision, Analyst Says

Lucid Diagnostics Could Be 'High In The Queue' For Medicare Coverage Decision, Analyst Says

Lucid Diagnostics confirmed its first LBM win with Concert, opens up 10M covered lives. Analyst maintains Buy rating and $2.50 PT.

Applied Materials Stock Tanks Despite Q3 Beat, Semiconductor Strength

Applied Materials Stock Tanks Despite Q3 Beat, Semiconductor Strength

AMAT shares tanked after strong Q3 results. JPMorgan and Needham analysts maintain Overweight/Buy ratings on record Semi System growth.

Birkenstock Beats and Raises, Yet Stock Can't Find Its Footing

Birkenstock Beats and Raises, Yet Stock Can't Find Its Footing

Birkenstock reported Q3 results with higher revenues and gross margin contraction. Analysts maintain Buy ratings and price targets of $60.