Earnings We’re upgrading our rating on Wells Fargo as the stock’s pullback offers a Finance News Oct 13, 2026 Wells Fargo shares dipped 2% Tuesday after the bank reported mixed third-quarter results. However, we think better… Read More...
Earnings We’re raising our Micron price target after an incredible quarter and Finance News Sep 30, 2026 Micron on Wednesday evening delivered a much better-than-expected quarter and indicated that its fiscal year 2027… Read More...
Earnings Costco makes progress on a key membership metric. Here’s our new price Finance News Sep 24, 2026 Costco Wholesale reported better-than-expected fourth-quarter results on Thursday night, but the numbers were not… Read More...
Earnings Broadcom guides to big numbers but investors wanted more. Why we’re OK to Finance News Sep 2, 2026 Broadcom on Wednesday evening beat quarterly earnings expectations and provided a strong multiyear revenue forecast… Read More...
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...