Earnings We’re lifting our price target on Palo Alto Networks as AI-driven cyber Finance News Sep 1, 2026 Palo Alto Networks on Tuesday night ended its fiscal 2026 on a high note and signaled that the good times will… Read More...
Earnings CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat Finance News Aug 31, 2026 Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis… Read More...
Earnings We’re raising our price target on Salesforce after results defy Finance News Aug 28, 2026 Salesforce came through in the clutch. The enterprise software giant on Wednesday delivered better-than-expected… Read More...
Earnings Nvidia wows Wall Street with a strong quarter, eye-popping sales forecast Finance News Aug 26, 2026 Nvidia CEO Jensen Huang did it again. The AI chip powerhouse delivered better-than-expected quarterly revenue and… Read More...
Earnings Why we’re giving off-price retailer TJX a pass for softness in its biggest Finance News Aug 23, 2026 TJX Companies shares were dinged Wednesday on softness in the off-price retailer's largest division and a… Read More...
Earnings We upgraded Home Depot and raised our price target. It made the best of a Finance News Aug 18, 2026 Home Depot reported a very good quarter, executing well on things it can control, despite what CFO Richard McPhail… Read More...
Earnings We’re downgrading Honeywell Aerospace after a shockingly bad earnings debut Finance News Aug 17, 2026 Honeywell Aerospace shares tumbled 11% on Wednesday evening after the company reported weak quarterly results and cut… Read More...
Earnings We’re lifting our price target on Cardinal Health after issuing rosy profit Finance News Aug 13, 2026 Cardinal Health on Tuesday showed why the healthcare distributor belongs in our portfolio, delivering robust… Read More...
Earnings We’re raising our Apple price target, seeing plenty of good despite memory Finance News Aug 3, 2026 Apple on Thursday evening reported quarterly beats on its top and bottom lines. But even the world's greatest… Read More...
Earnings Eaton jumps as its earnings and outlook signal hope for the AI buildout Finance News Aug 1, 2026 Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive… Read More...