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Arista Rallies On Strong Q2 Beat, Bullish Analysts Praise $10 Billion Revenue Goal In 2026
Wednesday, August 6, 2025 - 1:02pm | 398Shares of Arista Networks Inc (NYSE:ANET) rallied in early trading on Wednesday, after the company Tuesday reported upbeat second-quarter results. Here are some key analyst takeaways for the cloud networking company: Goldman Sachs analyst Michael Ng maintained a Buy rating, while raising the price...
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Roku Delivers Strong Q2, Raises Guidance — Analysts Cheer, But Market Says Otherwise
Friday, August 1, 2025 - 11:48am | 985Roku Inc (NASDAQ:ROKU) shares are down in early trading on Friday, despite the company reporting upbeat second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Roku Analyst Cory Carpenter reaffirmed an Overweight rating, while...
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UnitedHealth Prognosis Mixed: Analysts Trim Targets But Keep Faith After Q2 Miss
Wednesday, July 30, 2025 - 11:14am | 494Shares of UnitedHealth Group Inc (NYSE:UNH) remained volatile in early trading on Wednesday, after a downbeat second-quarter report. Here are some key analyst takeaways. Piper Sandler analyst Jessica Tassan maintained an Overweight rating, while reducing the price target from $353 to $317. KeyBanc...
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Chipotle Mexican Grill Q2 Sales Decline, June-July Boost Keeps Analysts Bullish
Thursday, July 24, 2025 - 11:18am | 631Shares of Chipotle Mexican Grill Inc (NYSE:CMG) tanked in early trading on Thursday, after the company reported a revenue miss for the second quarter. Here are some key analyst takeaways. RBC Capital Markets analyst Logan Reich reiterated an Outperform rating, while reducing the price target from...
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T-Mobile's Growth Stunted By Fiber Shortage And Market Rivalry
Wednesday, July 9, 2025 - 11:46am | 374T-Mobile US Inc. (NASDAQ:TMUS) is grappling with a fiber shortage that could hinder its growth in a competitive market, according to KeyBanc Capital Markets. The T-Mobile US Analyst: Analyst Brandon Nispel downgraded the rating to Underweight, while establishing a price target of $200. The T-Mobile...
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Solar Stocks Get A Reprieve As Trump's 'Big Beautiful Bill' Lands Softer Than Feared
Tuesday, July 8, 2025 - 11:52am | 417As President Donald Trump‘s “One Big Beautiful Bill” reshapes the landscape of the renewable energy sector, a KeyBanc Capital Markets analyst is reacting with cautious optimism, noting that the impact on key players may be less severe than initially feared. The Rating Changes:...
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Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'
Thursday, June 26, 2025 - 1:02pm | 918Micron Technology Inc (NASDAQ:MU) shares fell Thursday in early trading, despite the company on Wednesday reporting upbeat fiscal third-quarter earnings. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Micron Technology Analyst...
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Seeing Is Believing: 2 Stocks To Watch As Observability Market Hits $29B
Tuesday, June 10, 2025 - 11:20am | 375KeyBanc Capital Markets analyst Eric Heath said the observability market reached $29 billion and could continue recording strong growth. Application performance monitoring (APM) is the largest subsegment, generating 42% of revenues, followed by infrastructure monitoring, generating 34%. Heath...
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Dollar General Posts Convincing Q1 Earning Beat, 'The Year Is Off To A Solid Start,' Could Mitigate Most Potential Tariff Headwinds
Wednesday, June 4, 2025 - 12:00pm | 861Dollar General Corp. (NYSE:DG) shares traded under pressure on Wednesday morning, despite reporting on Tuesday that it had achieved healthy same-store sales growth. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Dollar General Analyst...
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Asana Posts First Ever Positive Operating Margin, Signs Largest Deal In History
Wednesday, June 4, 2025 - 11:41am | 618Shares of Asana Inc (NYSE:ASAN) tanked 17.71% at last check on Wednesday, despite the company’s recent earnings beat. Here are some key analyst takeaways. Piper Sandler analyst Brent Bracelin maintained an Overweight rating, while raising the price target from $17 to $19. RBC Capital Markets...
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Marvell Analysts Back Steady Outlook, Point To Data Center Strength, AI Momentum
Friday, May 30, 2025 - 2:54pm | 712Shares of Marvell Technology Inc. (NASDAQ:MRVL) tanked in early Friday trading despite the company’s upbeat earnings report for the first quarter on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Marvell Technology...
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Zscaler Stock Jumps On Q3 Report: 'Another Strong Quarter,' Company Did Not Experience Any 'Noticeable Impact' From Tariffs
Friday, May 30, 2025 - 12:45pm | 1475Zscaler Inc (NASDAQ:ZS) shares rallied in early trading on Friday, after the company on Thursday reported upbeat results for its fiscal third quarter. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Zscaler Analyst Rob Owens downgraded...
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Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
Friday, May 23, 2025 - 12:42pm | 1359Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...
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Palo Alto Networks Posts Solid 3Q, Next Gen Security Momentum Strong Despite Macro Uncertainty
Wednesday, May 21, 2025 - 11:44am | 1072Shares of Palo Alto Networks Inc. (NASDAQ:PANW) continued to slide after the company reported its fiscal third-quarter results on Tuesday. Here are some key analyst takeaways. Goldman Sachs On Palo Alto Networks Analyst Gabriela Borges maintained a Buy rating while raising the price target from $...
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ATI Downgrade: Analyst Cautious As Near-Term Catalysts 'Have Quickly Played Out'
Tuesday, May 20, 2025 - 2:37pm | 481KeyBanc Capital Markets analyst Philip Gibbs downgraded ATI Inc. (NYSE:ATI) from Overweight to Sector Weight. At the beginning of May, ATI reported first-quarter results, with aerospace and defense sales of $754 million, representing 66% of sales. Gibbs has increased ATI’s 2025 estimates,...