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Investing.com60d agobullish
Goldman starts Talen at buy, sees PJM power tightness boosting earnings

Investing.com -- Goldman Sachs initiated coverage of two major U.S. independent power producers, arguing that tightening electricity supply and surging demand from data centers in the PJM power market will support higher power prices and earnings growth through the end of the decade.

Investing.com60d agoneutral
Wall Street scrambles to lift Micron price targets ahead of earnings

Investing.com -- Micron Technology (NASDAQ:MU) has firmly established itself as one of the definitive AI infrastructure winners of 2026, triggering a massive wave of panic-buying among Wall Street analysts who are aggressively rewriting their models. Driven by an insatiable hunger for data center memory, multiple premier research firms have drastically hoisted their price targets, pushing expectations into an unprecedented $1,200 to $1,500 range. The frantic revisions come as Micron trades near

Accenture (ACN) Tops Q3 Earnings Estimates
Zacks60d agobullish
Accenture (ACN) Tops Q3 Earnings Estimates

Accenture (ACN) delivered earnings and revenue surprises of +2.66% and -0.37%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com60d agobullish
Accenture beats on FQ3 earnings; shares fall on Dragos, runZero, NetRise deals

Investing.com -- Accenture on Thursday reported fiscal third-quarter earnings and issued full-year guidance that topped Wall Street estimates, but shares fell more than 10% in premarket trading after the company also announced a roughly $4.175 billion acquisition spree in the cybersecurity space.

Dick's (DKS): Buy, Sell, or Hold Post Q1 Earnings?
StockStory60d agoneutral
Dick's (DKS): Buy, Sell, or Hold Post Q1 Earnings?

Dick's has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 6.8% to $224.38 per share while the index has gained 10.9%.

Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.
The Wall Street Journal60d agoneutral
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

Why Wall Street Sees Strong Earnings Growth Ahead for Uber Technologies, Inc. (UBER)
Insider Monkey60d agoneutral
Why Wall Street Sees Strong Earnings Growth Ahead for Uber Technologies, Inc. (UBER)

Uber Technologies, Inc. (NYSE:UBER) is among the stocks with the best earnings growth for the next 3 years. Ivan Feinseth, an analyst at Tigress Financial, elevated the price target on Uber Technologies, Inc. (NYSE:UBER) to $115 from $110 on June 12. In a research note, the analyst said that the company’s long-term potential is supported […]

JBL Q2 Deep Dive: AI Infrastructure and Segment Diversification Propel Results, Guidance Raised
StockStory60d agoneutral
JBL Q2 Deep Dive: AI Infrastructure and Segment Diversification Propel Results, Guidance Raised

Electronics manufacturing services provider Jabil (NYSE:JBL) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 11.8% year on year to $8.75 billion. On top of that, next quarter’s revenue guidance ($9.6 billion at the midpoint) was surprisingly good and 7.3% above what analysts were expecting. Its non-GAAP profit of $3.16 per share was 1.3% above analysts’ consensus estimates.

S.N. Nuclearelectrica (BVB:SNN) Stock Draws Fresh Price Target Split Over Long Term Earnings Risk
Simply Wall St.61d agoneutral
S.N. Nuclearelectrica (BVB:SNN) Stock Draws Fresh Price Target Split Over Long Term Earnings Risk

The latest analyst update on S.N. Nuclearelectrica keeps the RON 49.00 fair value estimate unchanged, so the headline price target anchor itself has not moved. Instead, discussion now centers on whether that RON 49.00 level still lines up with how reliably the company can convert its current nuclear operations into long term earnings within a regulated, capital intensive setting. As you read on, you will see how this stable price target fits into a wider narrative and what to watch to keep up...

Making Sense of the Evolving Earnings Picture
Zacks61d agoneutral
Making Sense of the Evolving Earnings Picture

Even when excluding the significant upward revisions to Energy sector estimates, aggregate Q2 earnings estimates for the remainder of the S&P 500 index would still be in positive territory since the start of April.