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Bank of America Sets 12-Month S&P 500 Target at 7,800, Sees 2% Upside
InvestorsHub3h agoneutral
Bank of America Sets 12-Month S&P 500 Target at 7,800, Sees 2% Upside

Bank of America (BofA) has introduced a 12-month target of 7,800 for the S&P 500, implying approximately 2% upside from current levels, while raising its year-end forecast and identifying several risks to US equities. In a note published this week, strategist Savita Subramanian increased the bank’s year-end target to 7,400 from 7,100.

BigBear.ai Holdings (BBAI) Board Resignation Puts Focus On Leadership Continuity
Simply Wall St.3h agoneutral
BigBear.ai Holdings (BBAI) Board Resignation Puts Focus On Leadership Continuity

BigBear.ai Holdings (NYSE:BBAI) said director Kirk Konert resigned from its Board of Directors, effective September 13, 2026. The company stated Konert's departure was not the result of any disagreement with BigBear.ai on operations, policies, or practices. Konert had served on the board's audit and compensation committees, according to the company's latest governance disclosures. Kirk Konert's resignation from the board is a governance change that deserves to be weighed against the rest of...

On Holding (ONON) Stock Sees Fair Value Cut As Analysts Trim Targets
Simply Wall St.3h agoneutral
On Holding (ONON) Stock Sees Fair Value Cut As Analysts Trim Targets

On Holding’s implied fair value in this framework has been reset from $52.49 to $42.55, signaling a lower assessment of what the stock may be worth today. Many analysts are trimming price targets while still debating how much growth and execution risk to price in, especially around U.S. wholesale pressures and the premium positioning story. As you read on, you will see how these shifting targets fit into the broader On Holding narrative and what to watch as it evolves. Analyst Price Targets...

Is Toast (TOST) Undervalued On Its Kung Fu Tea Rollout?
Simply Wall St.3h agoneutral
Is Toast (TOST) Undervalued On Its Kung Fu Tea Rollout?

Toast (TOST) just landed a nationwide rollout with Kung Fu Tea, which plans to deploy Toast hardware, payment processing and kitchen display systems across more than 330 beverage shops in the United States. The Kung Fu Tea rollout lands at a time when Toast’s share price has slipped, with a 7 day share price return of down 7.4% and a 30 day share price return of down 15.4%. However, the 90 day share price return of 20.6% and 3 year total shareholder return of 59.8% point to momentum that has...

General Motors (GM) Software Push Has Investors Asking If The Stock Is Fully Valued
Simply Wall St.3h agoneutral
General Motors (GM) Software Push Has Investors Asking If The Stock Is Fully Valued

General Motors (GM) is back in the spotlight after fresh commentary highlighted its push into software and in-car digital services, with OnStar, Super Cruise and smartphone integration reshaping how investors view the automaker. Recent enthusiasm around General Motors' software push sits against a bumpier tape, with the share price down 5.1% over the past day and 4.0% over the week. Yet a 40.6% one year total shareholder return and 160.0% three year total shareholder return suggest momentum...

How Does Motorola Solutions (MSI) Fit Into Louisiana's Statewide Public Safety Overhaul?
Simply Wall St.3h agoneutral
How Does Motorola Solutions (MSI) Fit Into Louisiana's Statewide Public Safety Overhaul?

Motorola Solutions (NYSE:MSI) secured a long term statewide public safety technology contract with Louisiana covering multiple agencies. The agreement expands Louisiana's existing land mobile radio network partnership to include body cameras, evidence management tools and smart radios. New features in the rollout include real time situational awareness platforms and language translation capabilities for frontline personnel. The Louisiana public safety contract reshapes how the state buys...

Hewlett Packard Enterprise (HPE) Stock May Be 34% Undervalued On Fresh AI Demand News
Simply Wall St.3h agoneutral
Hewlett Packard Enterprise (HPE) Stock May Be 34% Undervalued On Fresh AI Demand News

Hewlett Packard Enterprise has turned into a headline stock after a rapid multi‑year run, which naturally puts the focus on whether the current share price lines up with the cash it can generate over time. With fresh enthusiasm around its role in enterprise infrastructure and AI spending, the question now is whether those expectations are fully backed by the company’s underlying cash flows. Over the past 5 years, Hewlett Packard Enterprise has returned about 418.9%, which makes the gap...

Quanta Services (PWR) Adds Ellen Rubin To Board As AI Power Demand Builds
Simply Wall St.3h agoneutral
Quanta Services (PWR) Adds Ellen Rubin To Board As AI Power Demand Builds

Quanta Services (NYSE:PWR) appointed Ellen Rubin, an experienced AI and cloud technology executive, to its Board of Directors. Rubin brings leadership experience from several AI and cloud-focused companies, including roles tied to large scale data infrastructure. The board refresh comes as Quanta targets more work related to power, data centers, and energy needs linked to AI computing. Ellen Rubin’s board appointment tells only part of the story about how Quanta is reshaping its AI focused...

Motorola Solutions Eyes Defense, Drone Security Growth as Silvus Scales
MarketBeat4h agoneutral
Motorola Solutions Eyes Defense, Drone Security Growth as Silvus Scales

Motorola Solutions (NYSE:MSI) is focused on executing across its mission-critical networks, command center software and video security businesses while scaling its recently acquired Silvus Technologies and D-Fend Solutions operations, Chief Operating Officer Jack Molloy said at a Truist conference.

Coherent (COHR) Squeezes Key Optical Network Gear Into a Plug-In Module
Insider Monkey4h agoneutral
Coherent (COHR) Squeezes Key Optical Network Gear Into a Plug-In Module

On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the […]