Analyst Color

Amazon's $8 Billion Investment In AI Developer Anthropic 'Mutually Beneficial,' Says Analyst

Anthropic named Amazon Web Services as its primary training partner, in addition to continuing to be its primary cloud provider.

EXCLUSIVE: Small Caps Hit Records As Expert Says Russell 2000 'Still Very Discounted' Compared To S&P 500

Small cap stocks poised for growth in 2025, driven by recovering earnings, tax cuts, and valuations, according to investment analyst Brian Manby. Regional banks also expected to benefit. Small caps remain undervalued compared to large caps.

CrowdStrike Q3 Earnings Preview: Analysts Anticipate Recovery, 'Customers Remain Confident'

CrowdStrike stock is sized up by analysts ahead of Q3 results with the company's July outage a key focus.

Snowflake, Elastic Poised For AI Revolution Gains, Analyst Upgrades The Stocks

Wedbush Securities' Daniel Ives upgrades Snowflake and Elastic to Outperform, raises price targets for Palantir and Salesforce due to projected AI-driven growth and enterprise adoption.

Editas Medicine Downgraded: Analyst Sees Limited Near-Term Catalysts

Editas Medicine faces a downgrade to Underperform from BofA, citing competition, limited catalysts, and a reduced price target of $1 from $13.

'It's The Most Wonderful Time Of The Year' For The Stock Market, History Says

U.S. stock market typically sees strong gains during holiday season with S&P 500 historically rising 1.25% in December and 1.46% from Thanksgiving.

Five Below Analyst Warns Of 'Eroding Value' As 'Quality Did Not Always Keep Pace'

Discount retailer Five Below gets a downgrade from Telsey analyst due to management changes, potential tariffs, and more.

WR Berkley Margins Could Continue To Expand 'Well Into 2025', Says Bullish Analyst

WR Berkley reported strong Q3 earnings. Goldman Sachs analyst upgrades stock to Buy on continued margin expansion.

Vanguard's S&P 500 ETF Hits $100 Billion Inflows In 2024: Is SPY's Crown At Risk?

Vanguard's S&P 500 ETF, has broken records this year, sparking debate over whether it will overtake $SPY as the world's largest ETF next year.

FDA Approves BridgeBio Pharma's Drug For Rare Heart Disease, Poised To Challenge Pfizer In Lucrative Yet Competitive Market

FDA approves BridgeBio's Attruby for ATTR-CM. Phase 3 results highlight its effectiveness in reducing cardiovascular risks and improving life quality.

Bitcoin Could Reach $180K In Current Cycle Thanks To Trump Victory, Says VanEck, But Has This Warning For Investors

Global investment manager Van Eck has reiterated its ambitious $180,000 price target for Bitcoin (CRYPTO: BTC), projecting this peak

Bitcoin's Road To $100K: Why Thanksgiving, New SEC Policies, And Global Adoption Could Spark The Next Bull Run, According To This Portfolio Manager

Eric Jackson, the founder and portfolio manager at EMJ Capital, has shared his thoughts on the potential catalysts that could drive Bitcoin’s (CRYPTO: BTC) value to $100,000.

80% Leverage, 5.5x EBITDA: Is Cresco The High-Risk, High-Reward Play Investors Need?

According to Z&A, its enterprise value (EV) to current sales ratio stands at 1.6x, lower than Curaleaf and Green Thumb, both at 2.2x.

Jupiter's Burnout: Can TILT Holdings Reverse Its Five-Year Vape Decline?

TILT's financial health is constrained by $62 million in debt, along with $44 million in lease obligations.

Foot Locker To Gain From Strengthened Partnership With Nike: Analyst Forecasts Earnings Recovery Next Year

Analyst forecasts Foot Locker's earnings recovery in 2025, driven by a strengthened Nike partnership and growth in non-Nike brands.

Gap's Growth Drivers: Market Share Gains, Brand Momentum, And Raised Guidance – Analysts Weigh In

Gap, Inc stock rose as third-quarter sales beat expectations. Fiscal 2024 revenue outlook upgraded to $15.124-$15.198 billion. Analysts raise price targets.

BJ's Wholesale Positioned As One Of Few Big-box Retailers With Long-Term Growth Potential – Analyst Highlights Membership, Sales, And Digital Performance

BJ's Wholesale raises FY2024 EPS guidance, boosts long-term growth potential with strong membership, sales, and Fresh 2.0 program results.

Analysts See Growth Potential In Ross Stores Amid Holiday Season Optimism: Details

Analysts express views on Ross Stores' Q3 results, with EPS beating consensus but sales missing. Company expects weaker Q4. BofA maintains Buy rating.

Nike's Worst May Nearly Be Over: Analyst Sees CEO Transition And Strategic Fixes Sparking A Turnaround

Analyst sees Nike's worst nearly over, with CEO Elliott Hill hailed as the "proverbial white knight" driving brand recovery and stock potential.

Best Buy's Growth Hinges On Computing And Services As Q3 Approaches: Analyst

Analyst maintains Underperform rating on Best Buy Co with $80 price target, citing challenges in discretionary spending and competition from Walmart and Costco.

'Staggering' Google Breakup Proposal From DOJ A 'Kitchen Sink Moment': Alphabet Analyst

The DOJ released its remedy requests aimed at curbing Google's search engine dominance. Analysts are sharing their reactions:

Intuit Posts Q1 Beat, Shares Tank On Disappointing Outlook: Analyst Says: 'Trends Beneath The Surface Were Mixed'

Intuit shares tanked despite upbeat Q1 results on disappointing outlook. Analysts maintain Buy ratings with high price targets.

US Business Activity Soars To 31-Month Highs In November: Small Caps Rally, Dow Tops 44,000

US private sector activity grew at fastest pace in over 2.5 years in November, driven by exceptional growth in services sector. Business sentiment improved, but employment declined and inflation eased. Market reactions: stocks rise, dollar holds at 2-year highs.

Nvidia 'Bulls And Bears At An Inflection Point,' Expert Says: Will AI Growth Overcome Global Tariff Risks?

Nvidia exceeds earnings expectations, but stock is flat due to potential risks like tariffs. Continued innovation and key customers like Microsoft, Amazon, and Meta could drive future growth.

S&P 500 Faces Volatile 2025 As 'Inflation Boom' Could Return: Bank Of America Strategist

2024 saw record consecutive gains for S&P 500. Bank of America predicts another double-digit move in 2025, but warns of risks from inflation and high valuations.

Aecom Drives 'Higher Returns At Lower Risk,' Says Bullish Analyst

AECOM revamps its portfolio and secured industry-leading market share. Goldman Sachs analyst Adam Bubes initiated coverage with a Buy rating and $130 target.

EVgo Powers On Despite Trump Shake-Up: Analyst Projects 16% US Battery EV Penetration By 2030

EVgo stands firm despite potential policy changes, with strategic positioning in Republican-led states and confidence in DOE loan. Bullish trajectory ahead, says analyst.

Potential 'Healthy Correction' For An 'Expensive' Market Looms As US Economic Growth And Earnings Slow, Says Asset Manager: S&P 500, Nasdaq Futures Trade Lower In Premarket

Arcese remarked on the unusual combination of factors like GDP growth, earnings growth, and falling inflation and interest rates, which he described as rare.

Google's Chrome Battle Goes Beyond The Browser: Gene Munster Outlines Wider Implications Of DOJ Going After The Search Giant

Gene Munster warns that regulatory challenges, including a potential Chrome spinout, could reduce Google's search market share, threatening its core revenue and AI initiatives, with Alphabet's stock already dropping over $120 billion in value.

As Trump Backs 'Drill Baby, Drill,' His DOGE Co-Lead Elon Musk Believes 'All Energy Generation Will Be Solar' — Here's What UBS Recommends After Election Dip

Renewable energy stocks present a buying opportunity despite recent electoral headwinds, according to UBS analysts, while Tesla Inc. CEO Elon Musk continues to champion solar power's future dominance.