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21,148 signal articles · 511 in last 24h · 103,980 total before filter · latest 18m ago
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Investing.com13d agobullish
Wolfe upgrades AT&T to Outperform as improving fundamentals outweigh Starlink risk

Investing.com -- AT&T was upgraded to Outperform from Peer Perform by Wolfe Research, which said the telecom giant's improving operating fundamentals and attractive valuation more than offset lingering concerns over competition from SpaceX's Starlink mobile ambitions. The brokerage assigned a $29 price target, implying nearly 26% upside from the stock's recent close.

Is Workday (WDAY) A Bargain After Downgrades Put Its AI Growth Story Under Scrutiny?
Simply Wall St.13d agobearish
Is Workday (WDAY) A Bargain After Downgrades Put Its AI Growth Story Under Scrutiny?

Morgan Stanley’s new “Moat & Journey” framework and Underweight rating on Workday (WDAY), along with a CLSA Underperform initiation, have put the company’s AI ambitions and growth outlook under closer investor scrutiny. See our latest analysis for Workday. Workday’s latest Underweight and Underperform calls arrive after a sharp 1-day share price decline of 6.2%, set against a 30-day share price return of 17.14% but a year-to-date share price return down 35.65%. This points to near term...

Northrop Grumman (NOC) Stock May Be A Bargain Following Raised Outlook
Simply Wall St.13d agoneutral
Northrop Grumman (NOC) Stock May Be A Bargain Following Raised Outlook

Northrop Grumman stock has delivered a 58.2% gain over the past five years, yet current checks suggest the shares still trade at a discount, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to potential undervaluation. Over five years, a 58.2% total return signals that long term holders have already been rewarded, which makes any remaining valuation discount more surprising. Strong order activity in areas like strategic deterrence and advanced...

Is GE Vernova (GEV) Fairly Valued Following Mixed Q2 Results And A Raised Outlook?
Simply Wall St.14d agoneutral
Is GE Vernova (GEV) Fairly Valued Following Mixed Q2 Results And A Raised Outlook?

GE Vernova (GEV) completed a sizeable buyback tranche alongside its mixed second quarter update, retiring 12,445,000 shares for US$6,962.92 million under the repurchase program announced in December 2024. See our latest analysis for GE Vernova. Recent trading reflects that tension. GE Vernova’s share price is down over the past month and quarter but still shows strong year to date share price momentum and a very strong 1 year total shareholder return of 96.95%, suggesting investors are...

Will Morgan Stanley’s Downgrade on Slower Core Growth Shift Wix.com’s (WIX) AI-Led Narrative?
Simply Wall St.14d agobearish
Will Morgan Stanley’s Downgrade on Slower Core Growth Shift Wix.com’s (WIX) AI-Led Narrative?

Morgan Stanley recently downgraded Wix.com from “Overweight” to “Equal-weight,” citing concerns about the core website-building business and softer consolidated bookings and revenue growth expectations following organizational changes and partner slowdowns. This shift in analyst stance comes even as new offerings like Base44, Wix Harmony, and the expanded Wix Headless AI integrations signal ongoing product innovation aimed at broadening the platform’s role in online business building. We’ll...

Investing.com14d agobullish
Stifel upgrades DigitalOcean to Buy on AI demand, raises target to $160

Investing.com -- Stifel upgraded DigitalOcean Holdings to Buy from Hold and raised its price target to $160 from $135, arguing that growing demand for AI infrastructure, higher GPU pricing and additional capacity expansion should drive stronger earnings and revenue growth over the next several years.