Analyst Color

'Messi Of AI': Wall Street Analyst Gushes Over 'Robust' Earnings From Palantir

Wedbush analyst Dan Ives is out with an early reaction to Palantir's "eye-popping" results, featuring beats across the board.

Goldman Sachs Sees 'Early Stages Of Nuclear Renaissance In US:' Analysts Highlight Top Stock Poised To Benefit From Data Centers' Energy Demand

With 200+ New Dispensaries And Four States Voting On Legalizing Cannabis, Could Market Expansion Squeeze Margins Further?

Pablo Zuanic, senior analyst at Z&A, examines key trends this quarter: dispensary saturation, price pressure, and margins amid the elections.

Summit Therapeutics 'Unique Investment In Oncology,' Lead Drug Candidate Shows Promise Over Keytruda And Opdivo

JMP Securities initiates coverage on Summit Therapeutics, citing promising data for ivonescimab in NSCLC and setting a $32 price target amid strong trial results.

Eczema Drug Developer Nektar Gains Analyst Confidence With 400% Upside Potential

Piper Sandler initiates coverage of Nektar Therapeutics, citing REZPEG's Treg-focused action as a potential breakthrough for Alopecia areata treatment.

Lululemon's China Comeback, Analyst Sees 60% Q3 Growth

Lorraine Hutchinson, BofA Securities analyst, reiterated a Buy rating for LULU with a $355 price target. Data shows strong sales in China, reinforcing confidence in LULU's growth potential. China plays a key role in LULU's long-term plan for international revenue growth.

Apple's Services And Silicon Strategy To Fuel Margins, Justify High Valuation: Analyst

BofA Securities analyst maintains Buy rating on Apple Inc with $256 price target. Strong iPhone upgrade cycle, higher margins and AI features justify high valuation.

Zoetis Q3 Earnings Beat, Companion Animal Segment Growth Gives Confidence Into 2025: Analyst

Zoetis Inc's Q3 2024 results show a 16% EPS increase and an 11% revenue boost. The company raises its 2024 guidance, highlighting strong global growth in key segments.

Marijuana Capital Markets: Bright 2025 Outlook Amid Regulatory Shifts

Federal reform and banking access may drive cannabis capital markets in 2025. Discover why upcoming election changes could boost the industry.

This Peloton Interactive Analyst Gives A Double Upgrade, Raises Forecast By More Than 100%

Peloton smashed sales estimates in Q1. One analyst says the company has the potential for $300-million EBITDA this year.

Chevron Posts Q3 Beat As 'Uncertainty Around Hess Deal Remains,' Analysts Say

Chevron's Q3 earnings beat expectations, driven by record production in Permian. Analysts maintain positive outlook on acquisition potential and cost reductions.

Exxon Mobil Q3 Earnings Impress Analysts With Record Production, Dividend Hike

Exxon Mobil reported upbeat Q3 earnings, driven by record production. Analysts maintain Hold/Sector Perform ratings on macro concerns.

Jim Cramer Reiterates 'Own Nvidia, Don't Trade It' But Says Jensen Huang's Chip Giant Should Go To Last Week's Levels

Nvidia's inclusion in the Dow Jones Industrial Average marks a significant milestone.

Trump And Tesla: What The Future Holds For Elon Musk's EV Giant In Case Of A GOP Win

A Donald Trump victory in the U.S. Presidential election could be a "potential positive" for American EV giant Tesla, according to Wedbush analysts.

Merck's Gardasil Shot Challenges To Continue, Analysts Optimistic For Newly Approved Sotatercept For Rare Lung Disease

Merck's Q3 revenue rises, led by Keytruda's strong 17% YoY growth. Gardasil demand challenges in China impact sales, with Winrevair showing promising performance.

Bristol Myers Squibb Expects New Schizophrenia Treatment To Boost Long-Term Growth, Analysts Remain Cautious

Bristol Myers Squibb's revenue was fueled by Growth Portfolio and Eliquis. Analysts anticipate an impact from Cobenfy and a robust neuropsych pipeline.

Shell Reports Strong Q3: Analysts Highlight Robust Buybacks Amid Market Challenges

Shell's Q3 earnings beat expectations with $71.09 billion in revenue and $3.5 billion in buybacks, supported by broad-based performance. RBC analyst reiterated the Outperform rating on Shell.

Over 200% Stock Upside - Vanda Pharmaceuticals Undervalued With Robust Portfolio And Pipeline: Analyst

HC Wainwright initiates Buy on Vanda Pharmaceuticals with an $18 price target, citing undervaluation, a strong product portfolio, and growth in neurology.

ConocoPhillips-Marathon Synergy Will Boost Free Cash Flow And Stock Buyback: Analyst

Analysts comment on ConocoPhillips' mixed Q3 results, with EPS beating estimates but revenue missing. Company raises dividend and production outlook.

Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'

Amazon analysts raise price targets for the stock and center in on AWS growth and the AI opportunity with advertising called a future catalyst.

Uber's Q3 Review: Analysts See Opportunity Amid Growth Slowdown, Strong Margins, And Expanding Autonomous Vehicle Partnerships

Uber's Q3 results beat analyst expectations. JMP Securities sees opportunity for growth, raises target to $95. KeyBanc cautious on slower mobility growth.

Intel Struggles With Market Share, Profitability: Q3 Analyst Insights

Intel on Thursday reported Q3 results. What do analysts think?

Argenx Q3 Revenue, EPS Beats Excite Bullish Biotech Analysts: 'Most Enviable I&I Pipeline In Entire Industry'

Argenx SE ADR shares jumped after impressive earnings. Analysts raised price targets and noted strong pipeline and global expansion.

Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'

Apple beat estimates in the fourth quarter, but the company's guidance outlook has some analysts concerned.

Shock October Jobs Report Leaves Fed In 'Tight Spot': Experts Say Interest Rate Cuts Ahead

Economists are weighing in on the impact of the hurricanes on the October jobs report and the potential for future interest rate cuts.

Apple, Microsoft Need To Do More Than Just Beating Wall Street Estimates, Says Analyst: 'AI Enthusiasm And Potential Is Not Enough"

The comment comes at a time when companies like Microsoft, Apple and Meta are banking on the AI buzz.

Analyst Throws Support Behind Intel CEO Gelsinger After Better-Than-Expected Q3 Results: 'If You're Questioning Pat As The Leader, Then Who Else?'

Moorhead emphasized that the recent earnings report should bolster investor confidence in Gelsinger's leadership.

Jim Cramer Warns Apple Stock Should Have 'Never Been Up That Much' After Q3 Earnings Even As This Analyst Defends iPhone 16 Launch

Jim Cramer argued that Apple's stock was overhyped prior to its forecast cut, suggesting the market is now more "reasonable," while Wedbush analyst Dan Ives praised Apple's strong iPhone 16 launch.

VIX Index Notches Third-Strongest October Spike In An Election Year, S&P 500 Snaps 5-Month Winning Streak: Why Volatility 'Is Unlikely To Pull Back,' Analyst Says

Excluding the 2008 financial crisis and the 2020 COVID-19 pandemic, October 2024's surge marks the highest volatility for an election-year.

Starbucks Faces Sales Slump But Analysts See Silver Lining With New CEO's Efficiency Strategy

Starbucks Q4 earnings miss estimates, prompting analysts to highlight limited near-term visibility but confidence in long-term margin growth.