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 ...
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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...
American Eagle Outfitters, Inc. ( NYSE:AEO ) shareholders are probably feeling a little disappointed, since its shares...
Shareholders might have noticed that Costco Wholesale Corporation ( NASDAQ:COST ) filed its third-quarter result this...
Palo Alto Networks is set to report earnings Tuesday afternoon, with traders expecting a sizable move in the cybersecurity stock that could push it to new highs.
Chevron didn't have a great quarter on the earnings front, but that masked the business's fundamental strength.
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) will be announcing earnings results this Monday after market hours. Here’s what to expect.
The market's had time to fully digest the news it didn't see coming early last month.
Dell’s strong growth trajectory, massive AI backlog, and expanding earnings support its bull case.
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 ...
Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday morning, May 29. Meanwhile, the SPDR S&P 500 index (SPY) ...
A BofA analyst says Micron still trades at an attractive valuation with further upside ahead, as surging AI workloads tighten memory supply and keep the industry cycle strong.
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...
Abel and his team were active in the first quarter of the year in Berkshire Hathaway's massive equities portfolio.
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...
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 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 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 […]
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 […]
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),...
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 ...
Berkshire Hathaway has nearly $400 billion in cash, but that's no longer just dead money.
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...
Palantir shares rally as Dell reports blockbuster financials for its Q1. But should you chase the momentum in PLTR stock today?
Dell Technologies' latest record-breaking results again helped confirm the robust trends stemming from the AI buildout, with the stock, along with SanDisk and Micron, now a top S&P 500 performer in 2026.
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
Stocks are entering a limbo period—the gap between the end of one earnings season and the beginning of the next. They’ll need other catalysts to keep rising.
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.
Dell reported earnings results considerably above consensus estimates, and raised guidance.
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...