News

eBay (EBAY) is back in focus after Oppenheimer and Wells Fargo downgraded the stock, raising concerns about U.S. competition, higher Depop related costs, and profit margin pressure ahead of the upcoming earnings release. See our latest analysis for eBay. Those downgrades have landed just as eBay heads into earnings, with the stock at a share price of $109.61 and recent momentum cooling. The 7 day share price return declined 6.67%, although the year to date share price return is 25.9%, and the...

Investing.com -- Arista Networks, Inc. (NYSE: ANET) reported second quarter results that exceeded analyst expectations and provided third quarter guidance well above consensus, sending shares up 13%.

Investing.com -- Citizens downgraded eBay to Market Perform from Market Outperform, saying the risk-reward has become more balanced as intensifying competition in online resale and heavier investment in Depop are likely to weigh on profitability.

After a huge multi year run, Celestica stock still screens cheap on Simply Wall St’s valuation checks, and the latest Discounted Cash Flow (DCF) intrinsic value estimate suggests the current share price trades at a sizeable discount to that assessment. Celestica has delivered a very large return over the past 5 years, which makes today’s pricing especially important for investors who are either holding gains or considering a fresh entry. Upgraded expectations for future revenue and earnings...

MAR raises its 2026 outlook on stronger U.S. demand and fee growth, but Middle East weakness still clouds RevPAR, openings and execution.

Walmart (WMT) is less likely for an outperformance in the short term due to pharmacy-related headwin

Wells Fargo downgrades eBay stock ahead of its quarterly earnings scheduled for Aug. 5. Here’s why analyst Ken Gawrelski sees downside in EBAY shares.

Vertex Pharmaceuticals (VRTX) reported a solid Q2 and raised its outlook, highlighting the strength

The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.

Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

Investing.com -- Truist Securities downgraded Intuit to Hold from Buy on Monday and lowered its price target to $350 from $410, flagging a softening growth outlook and a lack of near-term catalysts for the stock.

Nike stock is downgraded to Underweight with J.P. Morgan estimating the company could face a $1 billion headwind in China.

Investing.com -- Oppenheimer on Tuesday downgraded Walmart shares to Perform from Outperform on Monday and removed its $140 price target, citing a less compelling near-term case for the stock ahead of the retailer’s August 20 earnings report.

Shares had fallen on reports China has begun producing domestic DUV chipmaking tools

The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.

In July 2026, Freeport-McMoRan reported second-quarter 2026 results showing higher net income and earnings per share year over year, alongside broadly steady sales, and updated guidance forecasting significantly higher copper and gold sales in the second half of 2026 and into 2027. The company also continued its share repurchase program, having bought back 55,374,242 shares for US$2.20 billion since late 2021, which reduces the share count and may enhance per-share metrics over time. Next,...

BNP Paribas moved directly from a negative rating to a positive rating as Boeing's production recovery strengthened.

Joby Aviation shares have been cut nearly in half over the past year, yet analysts are quietly upgrading their outlooks ahead of a catalyst window packed with international launches, defense contracts, and a pivotal earnings report that could reset the stock's trajectory.

An analyst upgrade and a key FAA certification gave investors fresh reasons to turn more optimistic on Boeing's turnaround.

Morgan Stanley downgraded stablecoin issuer Circle (NYSE: CRCL) to Underweight on Aug. 3 and cut its price target by nearly 64% to $38 from $106, delivering Wall Street's most bearish call on the stock just two days before the company reports second-quarter earnings. The investment bank cited ...

Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

Vertiv (VRT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

FormFactor (FORM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

The bank’s valuation gives substantial weight to a signed Georgia lease and prospective Texas contracts, making further commercialization central to its target.

The bank maintained its Buy rating after TeraWulf secured a 20-year Anthropic lease covering 401 MW of critical IT load in Kentucky.

Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.

NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth. Its rating was cut to 'neutral' from 'buy', with the price...

Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.