All articles tagged with #stock
CAVA Group shares surged after the company posted strong comparable sales and raised its 2026 unit-growth outlook, boosting investor sentiment and lifting peers in the fast-casual sector; several banks highlighted bullish potential with price targets in the $83–$95 range, though some analysts note the stock’s premium valuation.
Bloomberg News reports that PayPal's stock slide has attracted takeover interest from potential buyers, though no bidders or terms have been disclosed.
Netflix stock edged higher on continued speculation about a Warner Bros. Discovery deal, but analysts like Wedbush say the streamer doesn’t need the merger, noting Netflix’s healthy core business and growing ad revenue. A deal could expand content libraries and production reach, yet Netflix would likely survive if the merger stalls. Wall Street holds a Moderate Buy on NFLX with roughly 45% upside to a target around $114–$115. In other news, Netflix hosted Mexico’s first stop‑motion film, I Am Frankelda, signaling ongoing content expansion.
Palo Alto Networks beat Street estimates for Q2 with EPS of $1.03 and revenue of $2.59 billion, but issued lighter guidance for Q3 and full-year 2026, sending the stock down about 5%. The company sees FY2026 EPS of $3.65-$3.70 on revenue of $11.28-$11.31 billion (vs. consensus of about $3.86 and $10.53 billion). Despite the softer outlook, analysts maintain a Strong Buy rating with an average target near $223.68, implying upside.
Palantir Technologies (PLTR) rose after a 7% fall, as investors reassess the retreat in high-momentum names following solid Q4 results and optimistic guidance. Yet the stock sits roughly 30% below its November 2025 peak, and a chart break below the 200-day moving average (about 159.72 vs. a price near 130) signals fading momentum. Crowdsourced sentiment from TipRanks shows Very Negative crowd sentiment and reduced ownership (about 6% of tracked portfolios), hinting at continued selling pressure. Analysts, however, still rate PLTR as a Moderate Buy with an average target of $192.88, implying about 48% upside from current levels.
Qualcomm topped Q1 with EPS of $3.50 on revenue of $12.25B, but the stock fell as guidance for the next quarter came in below expectations due to memory-chip shortages and weaker smartphone demand, especially in China. The company guided to $2.45–$2.65 per share and $10.2B–$11B in revenue, signaling near-term headwinds despite strong AI data-center chip demand. Investors will parse memory-supply stabilization and handset demand recovery, while Qualcomm emphasizes longer-term growth in automotive and IoT; analysts show a Moderate Buy with upside to roughly $184.67.
A tech-led selloff driven by fears that AI will erode traditional software revenues wiped about $1 trillion from software names, even as the equal-weight S&P 500 hit a record high; retail investors have been vigorously buying the dip, while big-cap tech remains under pressure and overall market breadth shows mixed signals.
AMD tumbled about 16.8% after a weak outlook revived concerns about demand for AI chips and fanned fears about Nvidia’s growth trajectory, signaling renewed pressure across the semiconductor sector.
Pfizer shares fell in premarket trading after reaffirming its 2026 outlook, projecting roughly a $1.5 billion revenue decline as products lose market exclusivity. The headwind is driven by patent cliffs, tariffs, and about $5 billion in COVID-19 product revenue, even as vaccines and drugs such as Abrysvo, Eliquis, Padcev, and Prevnar show growth.
AMD stock climbed about 4.5% on Monday ahead of its Q4 2025 earnings report, buoyed by strong AI demand that boosts data-center components like the EPYC CPUs and AI GPUs (Radeon AI PRO, MI400/MI500). Analysts expect adjusted EPS of $1.32 on $9.67 billion in revenue, with AMD historically beating estimates in recent quarters. The stock is up roughly 15.5% year-to-date and about 107% over the past year. The consensus view is Strong Buy with an average target near $286.66, implying around 16% upside.
GameStop shares rose in premarket trading after CEO Ryan Cohen’s media blitz suggesting a major acquisition, with CNBC/WSJ reports that he’s aiming to buy a much larger company and could push GameStop’s value toward hundreds of billions. Cohen’s pay is tied to hitting a $20 billion market cap and $2 billion in cumulative EBITDA from Q1 2026 onward, thresholds last exceeded during the 2021 meme surge. A Fox Business interview was canceled as Cohen works on a “monumental” plan, and investors are weighing potential targets touted by Michael Burry.
Rocket Lab (RKLB) stock slipped after Congress scrapped a plan to return NASA Mars Perseverance rover samples, a project Rocket Lab proposed handling by 2031 under a fixed-price contract; the setback matters less for near-term revenue but RKLB’s high valuation (~45x expected 2027 sales) makes it sensitive to headlines, with analysts still signaling a Moderate Buy and about 15% upside ahead of Artemis II.
Microsoft shares slipped after reports that a Windows 11 23H2 hibernation fix didn’t fully resolve the issue, with some devices restarting instead of hibernating; a separate Xbox permaban tied to Jeffrey Epstein drew attention. Analysts remain bullish on MSFT, with a Strong Buy consensus (34 Buys, 1 Hold) and a average target of about $603.47, implying roughly 42% upside from current levels.
Microsoft shares dropped about 12% as investors weigh AI investments and warnings from University of Michigan professor Erik Gordon that AI could be in a large bubble. Gordon says the bubble may persist for months despite ongoing cash inflows, while Microsoft’s cloud business shines even as gaming revenue falls about 9% year over year. Analysts remain bullish overall, with a Strong Buy consensus and an average target near $605, implying roughly 42% upside.
GM beat 2025 earnings, announced a 20% dividend increase and a $6 billion buyback, and guided stronger 2026 results as analysts praise its execution and capital allocation amid tariffs and political uncertainty. The company plans to invest $10–12 billion annually in 2026–27 to expand U.S. manufacturing, offset tariff costs with regulatory savings and efficiency gains, and relies on robust cash flow (over $20B year-end) to fund returns while continuing to shift toward more profitable traditional vehicles.