-
Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures
2025 Aug 06, 12:41pm | 723Super Micro Computer (NASDAQ:SMCI) shares are trading lower on Wednesday after the company reported worse-than-expected fourth-quarter financial results. The semiconductor maker issued first-quarter EPS and adjusted EPS guidance below estimates, and cut its fiscal 2026 sales guidance on Tuesday....
-
AMD Stock Has A Lot 'To Be Encouraged And Excited About': Analysts Are Cautious But Bullish
2025 Aug 06, 12:27pm | 783Advanced Micro Devices (NASDAQ:AMD) analysts break down the Q2 financial results and highlight what could happen in the second half of the fiscal year. The AMD Analysts: Goldman Sachs analyst James Schneider maintained a Neutral rating on AMD and raised the price target from $140 to $150. KeyBanc...
-
Marriott International Is More Sensitive To Macro Than Peers
2025 Aug 06, 11:53am | 283Marriott International Inc's (NASDAQ:MAR) business is more sensitive to macro pressures than its peers, according to Goldman Sachs. The Marriott International Analyst: Analyst Lizzie Dove maintained a Neutral rating, while cutting the price target from $286 to $284. The Marriott International...
- Array
-
Amgen Delivers Beat And Raise Quarter; Has Strong Late-Stage Pipeline
2025 Aug 06, 10:38am | 304Amgen Inc‘s (NASDAQ:AMGN) second quarter results demonstrate ongoing development of its late-stage pipeline “to offset end-of-decade losses-of-exclusivity," according to Goldman Sachs. The Amgen Analyst: Goldman Savhs analyst Salveen Richter reiterated a Buy rating, while raising the...
-
Oracle Gains Wall Street Attention As Microsoft, Meta Fuel AI Infrastructure Boom
2025 Aug 05, 3:23pm | 522As artificial intelligence continues to reshape the tech landscape, major companies are ramping up investments to capitalize on this transformative trend. Oracle (NYSE:ORCL) emerges as a significant player in the ongoing AI revolution, prompting analysts to reassess its financial prospects amidst a...
-
ON Semiconductor Cuts Costs As Industrial Bookings Rebound
2025 Aug 05, 11:47am | 430As global chip shortages persist, reshaping the semiconductor industry, companies are navigating a landscape characterized by fluctuating demand and intense competition. ON Semiconductor Corp (NASDAQ:ON) stands at the forefront of this challenge, implementing strategic adjustments to maintain its...
-
Palantir Stock Deserves Valuation Premium: Analyst Says Growth + Margin Equals 'Category Of One'
2025 Aug 05, 11:37am | 591Palantir Technologies (NASDAQ:PLTR) analysts highlight the company's accelerating growth after it reported second-quarter financial results and provided guidance ahead of estimates. The Palantir Analysts: Piper Sandler analyst Brent Bracelin maintained an Overweight rating on Palantir and raised...
-
Wayfair Analyst Raises Price Target By More Than 100% After Q2
2025 Aug 05, 11:25am | 420Shares of Wayfair Inc (NYSE:W) traded erratically Tuesday despite upbeat second-quarter revenue results—but one analyst is clearly leaning into the momentum. Needham's Bernie McTernan doubled down on his bullish stance, reiterating a Buy rating and nearly doubling his price target from $40 to $83...
-
Hims & Hers Health Posts Weak Q2; Heading Into More Near-Term Challenges, Analysts Say
2025 Aug 05, 11:11am | 442Shares of Hims & Hers Health Inc (NYSE:HIMS) are under pressure Tuesday, after the company reported downbeat second-quarter revenues. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities analyst Allen Lutz maintained an Underperform...
-
Can Super Micro's AI Demand Outpace Profit Margin Fears?
2025 Aug 04, 12:59pm | 776Super Micro Computer (NASDAQ:SMCI) is navigating a complex market landscape as it prepares to report its fiscal fourth-quarter earnings with a significant long-term growth narrative in the AI server space tempered by immediate concerns about market visibility and sustained pressure on profit...
-
Why This Analyst Thinks Uber Is Set For A Strong Q2
2025 Aug 04, 12:31pm | 613BoA Securities analyst Justin Post maintained a Buy rating on Uber Technologies Inc (NYSE:UBER) with a price target of $115 on Monday. Post reiterated a bullish view on Uber ahead of its second-quarter earnings report on Aug. 6. It expects solid outperformance driven by strong Mobility and Delivery...
-
Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst
2025 Aug 04, 12:02pm | 704BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp (NASDAQ:NVDA) with a price target of $220 on Monday. Arya re-rated Nvidia ahead of its second-quarter earnings call, citing strong sales momentum and long-term earnings potential, while flagging some near-term volatility...
-
Tesla's Compensation Plan For Elon Musk Removes Overhang, Secures Company's 'Most Important Asset'
2025 Aug 04, 11:43am | 572A new pay package for Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk could alleviate one of the factors holding back the price of the electric vehicle company’s shares, according to Wedbush analyst Dan Ives in a new investor note. What Happened: The new pay package comes as Musk made comments over...
-
Chevron Finally Seems To Be Out Of The Woods, Says Bullish Analyst
2025 Aug 04, 11:38am | 281After a series of disappointing quarters, Chevron Corp (NYSE:CVX) reported "a resilient set of results," reflecting momentum in the Hess integration, according to RBC Capital Markets. The Chevron Analyst: Analyst Biraj Borkhataria reiterated an Outperform rating and price target of $175. The...
-
Airbnb Q2 Preview: Can New Experiences App Help Beat Expectations?
2025 Aug 04, 11:27am | 454When a company consistently hits its targets, what happens when expectations are set even higher? As Airbnb Inc (NASDAQ:ABNB) prepares to reveal its second-quarter results, analysts are quietly optimistic about a surprise performance that could sway investors’ views. Airbnb is likely to post...