Analyst Color

Why Sportsbooks Like DraftKings May Favor Low-Scoring Super Bowl LIX

Super Bowl LIX wagering is split fairly even between the Chiefs and Eagles at sportsbooks. The over/under for the 48.5 points is more lopsided.

Buy Cloudflare Or Sell? Analysts Vary Over Sales Acceleration And Business Momentum

Wall Street analysts rerated Cloudflare after its strong Q4 results, with new targets ranging from $68 to $185. AI opportunities also noted.

Broadcom's Trillion-Dollar Run: Analyst Expects ASIC To Take 10%-15% Market Share Backed By AI Compute Demand

Broadcom Inc (AVGO) enters trillion-dollar club with Nvidia and TSMC, thanks to strong growth in AI and infrastructure software revenue.

Expedia's Travel Momentum Grows, But Analysts Await Clearer Signs Of Long-Term Upside

Expedia Group exceeded analysts' expectations for Q4, with bookings hitting $24.4 billion and revenue at $3.18 billion. Analysts are optimistic about the company's future growth, especially in the B2C segment and Vrbo bookings.

Fortinet's Firewall Refresh and Enterprise Deals Drive Growth, Analysts Highlight Upsell Potential

Fortinet, Inc (NASDAQ: FTNT) reported strong Q4 results, beating revenue and earnings estimates. Analysts remain mixed on stock with Hold/Neutral/Buy ratings.

Digital Health Platform Doximity Stock Jumps On Upbeat Annual Outlook, Analysts Raise Forecast

Doximity shares surge 37% after strong Q3 results, with net income up 57% to $75.2M. Analysts raise price targets as the company boosts FY25 guidance.

CleanSpark Is A High Conviction Name In Bitcoin Mining Sector: Analyst

CleanSpark's strong Q1 results and bullish 2025 outlook, driven by hash rate growth, have analysts raising revenue and EBITDA projections.

Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'

Amazon analysts react to the stock falling after Q1 guidance and high CapEx 2025 spending forecasted.

Why Is Neurocrine Biosciences Stock Trading Lower On Friday?

Neurocrine Biosciences Q4 earnings topped forecasts, but revenue slightly missed. Analysts see Ingrezza's long-term growth despite near-term challenges.

Pinterest's AI Push & Shoppable Ads Fuel Optimistic Outlook—Why Analysts Are Bullish

Pinterest's AI advancements, shoppable ads, and strong Q4 results drive positive analyst outlook, boosting shares.

Is BILL Holdings' Post-Earnings Selloff A Buying Opportunity? Analysts Weigh In

Analysts lowered/revised BILL price forecast after Q2 results. Revenue beat estimates, adjusted EPS exceeded consensus. Full-year outlook raised.

Affirm Holdings Posts Q2 Beat On All Key Indicators - Is Firing On All Cylinders, Analysts Say

Affirm Holdings Inc (AFRM) shares jump after reporting upbeat Q2 results and strong guidance. Analysts praise company's growth and profitability.

New Nike CEO Sets Sights On Innovation, Ups Marketing Expenses To '10% Of Sales'

Nike plans to liquidate inventory through price decreases, which will compress margins in the short term, analysts say.

Denny's Shares Rocket: Drivers Of Upside For Same Store Sales Growth In 2025, Says Bullish Analyst

Wedbush analyst Nick Setyan upgraded Denny's rating to Outperform with a higher price target, citing upside potential from $2, $4, $6, $8 menu and Keke's acquisition.

Under Armour Q3 Sales Remain Challenged, No Sight Of 'Positive Inflection': Analyst

Under Armour (UAA) shares under pressure despite upbeat earnings. Analysts cut price targets, wait-and-see mode for demand trends in competitive sportswear industry.

Block In The S&P500? BofA Analyst Says Company Meets All Criteria

BofA analyst sees Block poised for growth in 2025 with strong GPV growth, strategic partnerships, and potential S&P 500 inclusion.

Peloton Q2 Beats On Sales, But JP Morgan Says Long-Term Growth Hinges On Subscriber Comeback

Peloton missed 2Q estimates, but analyst Doug Anmuth remains optimistic about FY25 guidance and potential growth under new CEO Peter Stern.

Nvidia Stock Remains Analyst's Top Pick: 'DeepSeek Selloff Is A Buying Opportunity'

A Nvidia analyst remains bullish ahead of the company's fourth-quarter earnings report with DeepSeek worries likely overdone.

Ford's Cost Reductions And Transition In Focus, Analysts Trim Forecasts Amid Lackluster 2025 Guidance

Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue

Disney (DIS) reported upbeat quarterly results. Analysts have a positive outlook on the company's DTC business.

Arm's Rising Royalties and v9 Adoption Strengthen Market Position, Analysts Say

Wall Street analysts raised ratings for Arm Holdings after an upbeat quarterly report. Revenue beat estimates, but stock fell on Thursday.

Skyworks Hits Roadblock With Apple Content Loss, Analysts See Tough Road For Recovery

Stifel analyst downgraded Skyworks Solutions stock to Hold from Buy. Analysts highlight Apple content loss and slow recovery from 5G transition.

Labcorp Q4 Earnings: Revenue And EPS Beat, Expects Strong 2025 Growth, Analyst Reiterates Outperform On Stable 2025 Outlook

Labcorp's Q4 EPS of $3.45 topped estimates, with sales rising 9.8% to $3.33 billion. 2025 guidance points to continued growth in diagnostics and biopharma.

Fiserv Fires On All Cylinders, Analysts Bump Up Price Forecasts Post Q4 Results

Fiserv exceeded expectations with Q4 results and expects strong growth in FY25. Analysts raise price targets and reaffirm ratings.

Enovix Set To Meet Q4 Expectations, Eyes Smartphone Battery Breakthrough: JP Morgan

J.P. Morgan analyst Bill Peterson maintains an Overweight rating on Enovix with a $15 price target. Peterson expects the company's Q4 results to meet expectations, with positive updates on customer discussions, order pipeline, and product development.

ConocoPhillips' 2025 Outlook Holds Steady Despite Production Headwinds: JP Morgan

JP Morgan analyst optimistic about ConocoPhillips' Q4 results, which beat estimates and include a $10B return of capital plan based on current commodity prices.

Uber Posts Robust Q4 Bookings: Analysts Weigh In On Autonomous Vehicle Threat

Uber's stock rose despite earnings miss. Analysts are encouraged by strong fundamentals and AV market potential.

IQVIA Delivers Solid Q4 Growth Despite 'Choppy' Market Conditions

IQVIA reaffirms its 2025 outlook, projecting up to $16.13 billion in revenue and EPS of $11.70-$12.10. Strong TAS growth and solid R&DS bookings fuel confidence.

Qualcomm Posts Record Revenue As Analysts Flag Huawei, Tariff Risks

Shares of Qualcomm Inc (NASDAQ: QCOM) tanked despite record revenues. Analysts bullish about the company benefiting from accelerating AI adoption.

JAMF Stock: Apple Adoption, Rule Of 40 Could Unlock 29% Upside, Says JPMorgan

JPMorgan initiates coverage on JAMF with a bullish outlook and a $20 price target, citing potential for growth in enterprise IT spending and Apple's expanding adoption.