Analyst Color

Telix Pharmaceuticals Trial Enter Critical Stage, Analyst Predicts Big Gains

Telix Pharmaceuticals is advancing TLX592, which is designed for a faster elimination from circulation than standard antibodies.

$21 Billion In 4 Days? Amazon Prime Day Set To Go Beast Mode—And Its Stock Might Join the Party

Amazon Prime Day 2025 is on track to shatter records, with Bank of America projecting a staggering $21 billion in sales over just four days.

Something Big Is Brewing In Gold, Stocks, And The Dollar: JPMorgan's Half-Year 2025 Outlook

JPMorgan expects gold to hit $3,675 for the second half of 2025; the S&P 500 to dip to 6,000; and the dollar to weaken.

How Zevra's Miplyffa Could Transform Investment Strategies

HC Wainwright sees Zevra's Miplyffa launch and EU plans driving upside, initiating coverage with a $26 target and Buy rating on rare disease strength.

UPS Streamlines Operations, Cuts Costs For Higher Returns

BofA's Hoexter kept a Buy on UPS despite cutting EPS estimates, citing margin pressure and weak demand, but sees value at current levels.

App Store Fee Cuts Set To Boost Duolingo, Match, Bumble Earnings

Analyst expects lower app store fees to boost earnings for Duolingo, Match Group, and Bumble. Bumble could gain most from potential drop in U.S. fees.

Corona Parent Constellation Brands Navigates Soft Sales With Robust Beer Margins

Constellation Brands rose nearly 5% despite mixed Q1 results, as strong beer margins offset weak sales and lingering segment challenges.

Cash-Rich IonQ To Capture 20% Of Quantum Market By 2035

IonQ shares climb as investors rally behind its bold quantum growth strategy and long-term market potential.

Cava Analyst Says Stock Viewed As Pricy But Worth It

KeyBanc initiates Cava with Overweight, citing growth potential, brand upside, and strong fundamentals despite premium valuation.

This Kilroy Realty Analyst Cuts Price Target On Lower Capitalized Interest, Delayed Leasing

Kilroy Realty Corp's $1.025 billion life science development in San Francisco is currently zero percent leased.

Affirm Holdings: Impact Of Walmart-Klarna Deal, 'Higher Mix Of Zeroes'

Needham analyst Kyle Peterson maintains Hold rating on Affirm Holdings (AFRM) due to potential impact on revenue from Walmart's shift to Klarna-powered OnePay and higher non-interest-bearing transactions.

Can MSC Industrial Direct Turn Inflation Into Opportunity? Analyst Weighs In

MSC Industrial Direct (NYSE: MSM) expected to benefit from inflation and manufacturing recovery. Price target raised to $90 by analyst Tommy Moll.

Labor Market Flashes Red Signal—And The Last Time This Happened It Didn't End Well

U.S. private payrolls shrank by 33,000 in June, the first drop since 2023. Markets ramped up Fed rate cut bets as job losses echoed past crisis signals.

Autonomous Vehicles Hit Their 'ChatGPT Moment' — Best Stocks To Watch Now

Autonomous vehicles are entering their ‘ChatGPT moment' as AI unlocks real-world deployment. Discover 28 top stocks in a $1.2 trillion market.

Airline Stocks Face Flat Q2—But 1 Thing Could Lift Them

BofA expects Q2 airline earnings to meet outlooks but flags weak demand trends and cautious investor sentiment heading into the second half.

Omada Health Analysts Say 'Buy' — While It's Still Below IPO Price

Omada Health is poised to generate over 35% growth while approaching adjusted EBITDA breakeven, Needham analysts say.

$90 Billion Capital Cushion Points To Serious Bank Shareholder Payday: Goldman Sachs

Goldman Sachs analysts are betting that new Fed rules will free up an estimated $5.5 trillion on bank balance sheets.

Crexendo's Open Strategy Pays Off, Analyst Praises 'Disruptive Pricing Model'

Crexendo's pre-packaged features have the "right balance of configuration" for both retail and wholesale customer wins, analysts say.

Home Health Braces For Potential $1 Billion Cut In Medicare Payments

The Centers for Medicare & Medicaid Services (CMS) released a proposed rule on Monday outlining changes to how Medicare pays home health agencies (HHAs) in calendar year (CY) 2026. These updates are required by law and occur annually.

Vor Biopharma's RemeGen Deal Paves Way For Multi-Billion Dollar Autoimmune Market

Vor Biopharma gains rights to autoimmune drug telitacicept, raises capital and names a new CEO in a major strategic reset.

Aardvark's Hunger-Suppressing Drug Promises Weight Loss Without GI Distress

Aardvark's lead drug ARD-101 targets PWS and HO with trials underway and funding secured through 2027 after a $94.2 million IPO in February.

Amgen's Gastric Cancer Drug Improves Survival In Phase 3, Notes Ocular Side Effects

Amgen's Phase 3 trial of bemarituzumab plus chemo met its survival goal in FGFR2b+ gastric cancer, with full data expected later.

American Express, Capital One Pass Fed's Stress Test

BofA analyst notes AXP and COF passed Fed's 2025 stress test, sees positive for COF's capital returns. Buy ratings maintained for both.

Dayforce: Native Platform To Drive Deal Growth, Says Bullish Analyst

Dayforce offers a platform that may attract more deals through HCM partners. Needham maintains a Buy rating with a $95 price target.

HPE Just Dodged A DOJ Roadblock, Now It's All-In On Juniper And AI

HPE settles with DOJ over Juniper acquisition, BofA predicts quick deal closure. Analyst maintains Buy rating, sees accelerated growth and margin expansion.

A Weaker Dollar Just Unlocked A Surprise 2025 Winner — And Smart Money Is Moving In

Emerging markets are back in focus as the U.S. dollar hits 3-year lows, driving $2.95B into top EM ETF.

Crocs To Sacrifice Sales To Protect Margins, Analyst Cuts Price Target

Crocs should be able to achieve the earnings estimate due to its "margin defensibility," analyst Christopher Nardone says.

This S&P 500 ETF Saw A 30-Month Buying Spree — Now It's Over

The Vanguard S&P 500 ETF ended its 30The Vanguard S&P 500 ETF ended its 30-month inflow streak in June with $5.69 billion in outflows, signaling growing investor caution despite record market highs

Molson Coors Hurt By Fewer People Drinking Beer, Warns Analyst

Molson Coors gets downgraded as weak beer trends and rising competition dim its 2025 outlook.

Altimmune's Fatty Liver Candidate Faces Differentiation Doubts

Trucchio sees 48-week data as key for Phase 3 progress, while William Blair questions drug's impact on fibrosis and weight loss at 24 weeks.