All articles tagged with #growth forecast
Verizon reported a Q4 beat, adding 616,000 net postpaid phone connections—the strongest mobility/broadband net additions since 2019—and issued a bullish year-ahead forecast, targeting about $5 billion in annual operating savings and guiding 750,000 to 1 million net postpaid connections in 2026 with mobility and broadband revenue rising 2%–3%, sending shares higher in premarket trading.
Nvidia is poised for significant growth in 2026 due to high demand for its data center GPUs, expansion of production capacity, return to the Chinese market, and the launch of its next-generation architecture, all of which could lead to its biggest year yet.
Micron Technology is positioned for significant growth through 2030 due to booming demand for its memory chips driven by AI applications, and it is undervalued compared to Nvidia, with potential to outperform Nvidia as an investment.
The OECD warns that the AI-driven stock market bubble poses a significant downside risk to the US economy, which is expected to slow growth and face inflation increases in the coming years, with potential for market corrections if AI optimism wanes.
Ferrari's shares dropped over 16% after the company announced a slower growth trajectory and reduced electric vehicle ambitions, including lowering its EV market share target to 20% by 2030 and unveiling its first EV, the elettrica, set to launch in 2026, citing market demand and conditions.
The OECD warns that President Trump's tariffs are yet to fully impact the US economy, with potential significant effects expected soon, leading to a downgraded global and US growth forecast and a grim economic outlook into 2026.
Oracle's stock surged nearly 40% after strong Q1 2026 earnings and a major cloud contract with NATO, driven by a fourfold increase in backlog and ambitious future growth guidance. However, skepticism remains about the feasibility of its aggressive revenue targets and margin sustainability, leading to a cautious 'Hold' recommendation amid high valuations and potential risks.
D.A. Davidson analyst Gil Luria has upgraded Nvidia stock to a buy, citing strong growth in AI compute demand that is expected to sustain Nvidia's growth into next year and beyond, with a new price target of $210, reflecting an 18.5% potential gain. Despite some concerns about competition and other headwinds, the analyst remains optimistic about Nvidia's prospects driven by AI demand.
Nvidia, a leading GPU manufacturer, is poised for significant growth driven by AI and data center expansion, with a potential stock price increase to $608 by 2030 based on current market trends and projections, though uncertainties remain.
Abercrombie & Fitch's sales growth slowed in Q2, with declines at its main brand but a 19% surge at Hollister, helping overall sales rise 7%. The company raised its full-year revenue outlook but issued a weaker profit forecast for the next quarter, citing higher tariffs and increased competition. International expansion and new categories like athleisure and partnerships, including a deal with the NFL, are part of its growth strategy.
UBS predicts a Latin American chip stock will outpace Nvidia in growth over the next few years, describing it as a high risk, high reward investment, signaling a potential shift in the semiconductor market.
Nebius Group's stock surged over 18% after reporting a significant Q2 revenue increase of 625% year-over-year to $105.1 million, and raising its annual revenue forecast to $900 million-$1.1 billion, driven by strong demand for AI infrastructure and expansion plans, despite a widening net loss. The company, rebranded from Yandex and backed by Nvidia, is expanding its AI cloud infrastructure in Europe and the U.S., and has seen its stock rally more than 145% year-to-date.
Airbnb reports a strong Q3 outlook driven by encouraging summer travel demand, with revenue and bookings exceeding expectations, but warns that growth may slow later in the year due to tough comparisons. The company also announced a $6 billion share repurchase program and is exploring a new loyalty program to enhance customer engagement.
Uber announced a $20 billion share buyback, nearly tripling its previous plan, supported by a 33% rise in net income and optimistic forecasts for customer spending and gross bookings, despite economic challenges. The company continues investing in autonomous vehicle partnerships and expanding its robotaxi services globally, reflecting confidence in sustained growth.
Super Micro Computer (SMCI) missed earnings and revenue expectations for Q4, leading to a 14% stock decline after hours, despite reporting 47% annual growth in fiscal 2025 and optimistic future guidance.