Analyst Color

Birkenstock Has A Tariff Advantage Going In Q2: Analyst

Birkenstock earns praise from analyst for tariff resilience and strong Q2 growth outlook driven by premium positioning and solid global demand.

Unfavorable Sports Outcomes Have Negatively Affected DraftKings' Outlook: Analyst

Needham analyst Bernie McTernan maintained a Buy rating on DraftKings Inc. (NASDAQ:DKNG) and reiterated the $65 price forecast following the first quarter results reported on Thursday.

Lyft Is Executing Well But Analysts Caution About Uber And Waymo Competition

Lyft stock rises on $1.45B revenue, $750M buyback plan. Needham reiterates hold, Goldman Sachs upgrades to buy with PT of $20. Strong growth despite competition.

Coinbase Analysts Look Ahead To Q2 After Disappointing Q1: 'Higher Crypto Prices… Increased Volumes'

Coinbase Global (NASDAQ:COIN) analysts highlight the company’s recent acquisition and how the future could be brighter with cryptocurrency prices jumping in the current second quarter after the company missed

AppLovin's Rapid Ad Growth, AI Gains Drive Hike In Analyst Price Forecast

AppLovin (APP) stock up 12% after beating Q1 expectations with $1.48B revenue (40% Y/Y) and $1.67 EPS. Analysts raise price targets.

Peloton Interactive Posts Strong Q3 Earnings Beat; Revenues To 'Face Meaningful Headwinds,' Analysts Say

Peloton (PTON) reports strong Q3 results amid exciting earnings season. Analysts note improved cost structure, raised guidance, but warn of challenges.

Affirm Holdings Stock Dives Despite Q3 Report Of In-Line Revenues, Guidance Raise: Why Analyst Says There Is No Positive Catalyst

Shares of Affirm Holdings fall despite strong Q3 results. Analyst maintains Hold rating, citing recessionary fears and no catalyst.

Insulet Posts Strong Q1 Results, Raises Forecasts On Momentum In US And Abroad

Insulet beat Q1 expectations with $569 million in revenue and raised its 2025 outlook as global Omnipod adoption drives double-digit growth.

MARA Holdings' Q1 Results Fail To Excite, Yet Bitcoin Touching $103K Could Turn Losses To Gains

MARA Holdings Inc. reports Q1 results amid exciting earnings season. Key takeaways: HC Wainwright maintains Buy rating, Needham reiterates Hold.

Wells Fargo Sees Aggressive Fed Rate Cuts As 'Stomach-Turning' Turbulence For Economy Looms

Wells Fargo expects a bumpy 2025 with a mid-year GDP contraction, tariff-fueled labor market deterioration and a major shift in Fed policy.

5% Treasury Yields Could Force Trump To Slash Tariffs In Q2, Says BofA's Hartnett

Bank of America's Michael Hartnett says rising Treasury yields above 5% may force Trump to reduce tariffs in Q2 to stabilize debt financing.

In A Recession, These Waste Management Stocks Have Outperformed S&P500 Historically

Analyst sees potential in waste management sector with Buy ratings for GFL, Republic Services, and Waste Connections. Founder-led GFL may have an advantage in aggressive growth strategy and succession risk mitigation.

EVgo Is Well-Positioned For Robust Revenue Growth: Analyst

J.P. Morgan analyst Bill Peterson maintained an Overweight rating on EVgo Inc (NASDAQ:EVGO) with a $5 price target, citing strong revenue driven by the eXtend business and reaffirmed financial guidance. The DOE loan remains on track, easing investor concerns.

Comcast Growth Steps Will Take 'A Minimum Of Several Quarters' To Generate Returns: Analyst

BofA Securities analyst maintains Neutral rating on Comcast Corp with $38 price target. Focus on Theme Parks for near-term growth and expansion plans.

Can Sunrun Weather the Policy Storm? Analysts Weigh Potential Solar ITC Cuts

Sunrun (NASDAQ: RUN) shares up on strong Q1 results, beating expectations for EPS and revenue. Guggenheim maintains neutral rating, expects company to prioritize liquidity and profitability.

Steven Madden's 3-Pronged Tariff Mitigation Plan Stands Out To Analyst

Steven Madden reported strong earnings but withdrew guidance due to tariff uncertainty. Analyst maintains rating & price target, praises recent acquisition.

Dentsply Sirona Stock Is Rallying The Most Since 2019 on Thursday – What's Driving It?

Dentsply Sirona topped Q1 estimates, raised 2025 sales outlook, and reaffirmed EPS guidance, pushing shares higher despite macroeconomic pressures.

Uber's Gross Bookings Decelerate: Analysts Raise Price Targets On 'Sustained Momentum,' AV Strength

Exciting earnings season as Uber (NYSE: UBER) reports Q1 results. Analysts have a bullish outlook, with key takeaways on strong trip growth and steady margins.

Arm Holdings Posts Record Q4 Revenues, Q1 Guidance Lower As 'Indirect Tariff Impacts Loom': Analysts Cut Price Targets

Arm Holdings stock tanks after reporting Q4 results amid exciting earnings season. Analysts cut PTs due to indirect tariff impacts.

Disney Stock 'Resilient' In Uncertain Economy As Raised Guidance Signals Confidence

Disney analysts see raised guidance in the face of macro concerns as a positive for the entertainment giant.

DraftKings Q1 Earnings Preview: Will March Madness, Super Bowl Help Set New Company Records?

DraftKings has beaten analyst estimates for earnings per share in more than 10 straight quarters. Will the trend continue in the first quarter?

Google At Staggering 42% Discount To S&P 500 After $150 Billion Value Dive

Google stock suffers after Apple exec's testimony about decline in search volume and potential partnership with AI rivals. Analysts say sell-off overdone.

Forget Rate Cuts This Year, Bank Of America Warns After Powell's Hawkish Tone

Federal Reserve 'Will Be The Last To Cut' Rates, Says Expert Who Still Expects Four Cuts In 2025

Louis Navellier anticipates that the Fed would be among the last central banks to cut rates, while still expecting four cuts this year.

Super Micro Impacted By AI Server Delays And Nvidia Supply Limits, Analysts Lower Forecast

SMCI stock drops on weak Q3 results, analysts issue mixed ratings. Needham reinstates Buy rating with $39 PT, Wedbush neutral with $30 PT, JP Morgan lowers PT to $35. Company faces near-term headwinds but has strong long-term potential.

Long-Term Decline In Cereal Market Poses Structural Challenges For Kellogg, Analyst Says

J.P. Morgan analyst Ken Goldman rated WK Kellogg (NYSE:KLG) Neutral with a $19 price target after Q1 EPS of $0.20 missed estimates. Revenue fell short at $663M vs. $679.49M forecast. KLG cut its 2025 outlook, projecting a 2–3% drop in organic net sales and flat to lower EBITDA. Ongoing cereal category struggles, rising capex, and tariff risks justify a valuation discount, the analyst noted.

Stagflation Emerges As Key Risk To Fed Policy, Economists Warn: 'We're Grappling With A Rare Trifecta'

Stagflation, economists warn, is no longer a distant threat but the most probable path ahead for the U.S. economy.

Epilepsy-Focused Bright Minds Biosciences A High-Risk, High-Reward Play, Analyst Initiates With Over 150% Stock Upside

Chardan initiates Bright Minds with a Buy rating, citing over $1 billion sales potential for epilepsy drug BMB-101 despite limited clinical data.

Coinbase Q1 Earnings Preview: Trump Inauguration, Bitcoin Surge And More Items To Watch

Coinbase Global (NASDAQ:COIN) could show the company's leadership in the cryptocurrency ecosystem with first-quarter financial results after market close Wednesday.

Datadog Lifts Revenue Outlook, Analysts Still Bark About Margins

Datadog announced upbeat Q1 revenues amid exciting earnings season. Strong bookings and increased revenue guidance cited.