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Morgan Stanley revisits NetApp stock price target after earnings
TheStreet79d agoneutral
Morgan Stanley revisits NetApp stock price target after earnings

NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...

Assessing Enphase Energy (ENPH) Valuation After Q1 Earnings Beat And PowerMatch Rollout
Simply Wall St.79d agobullish
Assessing Enphase Energy (ENPH) Valuation After Q1 Earnings Beat And PowerMatch Rollout

Enphase Energy (ENPH) is in focus after first quarter 2026 adjusted earnings came in ahead of expectations, while revenue declined, in conjunction with the broader rollout of its PowerMatch battery technology across North America. See our latest analysis for Enphase Energy. The share price has surged recently, with a 30 day share price return of 101.95% and year to date share price return of 102.55%. However, the 3 year total shareholder return is down 62.41%, suggesting that shorter term...

JPMorgan resets Dell stock price target after earnings
TheStreet80d agoneutral
JPMorgan resets Dell stock price target after earnings

Two weeks ago, JPMorgan raised its Dell price target to $280 and called it a meaningful move. After Dell's latest earnings, that target lasted less than a fortnight. On May 29, the same analyst nearly doubled it again. Samik Chatterjee, a top-ranked JPMorgan analyst rated eighth among more than ...

Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?
Simply Wall St.80d agobullish
Should SLM’s Earnings Beat and Higher EPS Guidance Require Action From SLM (SLM) Investors?

Sallie Mae (Nasdaq: SLM) recently reported quarterly results that exceeded analyst expectations on both revenue and earnings per share, while also issuing full-year EPS guidance above consensus despite a slight year-on-year revenue decline. SLM also announced that Co-President and Chief Financial Officer Pete Graham will speak at the 2026 Morgan Stanley US Financials Conference, giving investors another chance to hear management discuss the company’s outlook and capital allocation...

Okta (OKTA) Is Up 33.6% After Raising 2027 Guidance On AI-Driven Enterprise Security Demand
Simply Wall St.80d agoneutral
Okta (OKTA) Is Up 33.6% After Raising 2027 Guidance On AI-Driven Enterprise Security Demand

In late May 2026, Okta reported first-quarter revenue of US$765 million and net income of US$74 million, and modestly raised its full-year fiscal 2027 revenue and adjusted EPS guidance. The results and outlook underline how Okta’s growing role in securing AI-driven enterprise workloads, including through collaborations like Automation Anywhere’s EnterpriseClaw, is becoming a meaningful part of its business story. With Okta lifting full-year guidance on the back of AI-focused products and...

The Bull Case For Albemarle (ALB) Could Change Following Aggressive Analyst Earnings Upgrades - Learn Why
Simply Wall St.80d agobullish
The Bull Case For Albemarle (ALB) Could Change Following Aggressive Analyst Earnings Upgrades - Learn Why

In recent months, Albemarle has outperformed its Basic Materials peers as analysts have upgraded the stock and sharply raised full-year earnings estimates, with consensus projections rising very significantly over the past quarter. This rapid shift in analyst expectations suggests growing confidence in Albemarle’s ability to convert operational and cost-efficiency efforts into stronger profitability despite a challenging lithium market backdrop. We’ll now explore how this sharp upgrade in...

Okta (OKTA) Hits 4-Year High as Earnings Soar
Insider Monkey81d agobullish
Okta (OKTA) Hits 4-Year High as Earnings Soar

Okta Inc. (NASDAQ:OKTA) is one of the 10 Stocks With Explosive Returns. Okta saw its share prices climb to a fresh four-year high on Friday, as investor sentiment was boosted by its strong earnings performance in the first quarter of fiscal year 2027. In intra-day trading, the stock surged to a record high of $124.79 […]

Hewlett-Packard (HPE) on All-Time High Ahead of Q2 Earnings
Insider Monkey81d agobullish
Hewlett-Packard (HPE) on All-Time High Ahead of Q2 Earnings

Hewlett-Packard Enterprise Co. (NYSE:HPE) is one of the 10 Stocks With Explosive Returns. Hewlett-Packard finished the trading week soaring to a new all-time high, as investors repositioned portfolios ahead of the results of its earnings performance in the second quarter of the fiscal year. In intra-day trading, the stock surged to its highest price of […]

Northland Trims Salesforce (CRM) Valuation Following Earnings Report
Insider Monkey81d agoneutral
Northland Trims Salesforce (CRM) Valuation Following Earnings Report

Salesforce, Inc. (NYSE:CRM) is included among the Billionaire George Soros Stock Portfolio: 10 Best Stocks to Buy. On May 28, Northland analyst Nehal Chokshi lowered the firm’s price recommendation on Salesforce, Inc. (NYSE:CRM) to $202 from $229. He reiterated a Market Perform rating on the shares. In a post-earnings note, the analyst said that estimated […]

How To Earn $500 A Month From Dell Stock Ahead Of Q1 Earnings
Benzinga81d agoneutral
How To Earn $500 A Month From Dell Stock Ahead Of Q1 Earnings

Investors in Dell Technologies Inc. may be eyeing potential gains from the company's dividends. Ahead of the tech company’s first-quarter earnings release after the close on Thursday, May 28, Dell boasts an annual dividend yield of 0.83% ($2.52 a year),...

Morgan Stanley resets MongoDB stock price target after earnings
TheStreet81d agoneutral
Morgan Stanley resets MongoDB stock price target after earnings

There is a specific kind of earnings report that is genuinely hard to read. The one that beats on revenue, raises full-year guidance, shows improving margins, but still leaves investors asking whether the most important growth driver has actually arrived yet. MongoDB (MDB) just delivered exactly ...

Is Intuit (INTU) Undervalued After Job Cuts Raised Guidance And New Mailchimp AI Tools
Simply Wall St.81d agobearish
Is Intuit (INTU) Undervalued After Job Cuts Raised Guidance And New Mailchimp AI Tools

Intuit (INTU) is in the spotlight after announcing a 17% workforce reduction, raised full year guidance, and new AI driven Mailchimp tools, a mix that has coincided with a sharp share price pullback. See our latest analysis for Intuit. Despite the raised full year guidance and new AI driven Mailchimp features, sentiment has been weak, with the stock posting a 30 day share price return of down 21.82% and a year to date share price return of down 50.27%, contributing to a 1 year total...

Bank of America Could Be a Bargain After Strong Q1 Earnings
24/7 Wall St.81d agoneutral
Bank of America Could Be a Bargain After Strong Q1 Earnings

Bank of America (NYSE:BAC) has spent 2026 grinding sideways despite a Q1 print that ranked among the strongest in the bank’s recent history. With the stock down on the year and analysts staying overwhelmingly bullish, I think the setup is now interesting enough to call. Our 24/7 Wall St. price target for Bank of America ... Bank of America Could Be a Bargain After Strong Q1 Earnings

Best Buy (BBY) Q1 2027 Earnings Transcript
Motley Fool81d agobullish
Best Buy (BBY) Q1 2027 Earnings Transcript

Joining me on the call today are Corie Barry, our CEO; Matt Bilunas, our Chief Financial and Strategy Officer; and Jason Bonfig, our Chief Customer, Product and Fulfillment Officer. During the call today, we will be discussing both GAAP and non-GAAP financial measures. A reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures and an explanation of why these non-GAAP financial measures are useful can be found in this morning's earnings release, which is available on our website, investors.bestbuy.com.

How The Eaton (ETN) Investment Story Is Shifting With New Deals Guidance And Mixed Analyst Views
Simply Wall St.81d agoneutral
How The Eaton (ETN) Investment Story Is Shifting With New Deals Guidance And Mixed Analyst Views

Eaton’s updated fair value price target now sits at US$451.73, up slightly from US$449.71, a move of about 0.5% that fine tunes where analysts see the stock’s long term potential. This adjustment aligns with a broader mix of research views, where several firms have raised price targets following recent company developments, while a few have stayed more cautious. As you read on, you will see how to interpret these shifting targets and follow the evolving analyst narrative around Eaton. Analyst...