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How The S4 Capital (LSE:SFOR) Story Is Shifting With New Price Targets And Assumptions
Simply Wall St.82d agoneutral
How The S4 Capital (LSE:SFOR) Story Is Shifting With New Price Targets And Assumptions

S4 Capital’s refreshed analyst narrative now anchors around a £0.41 fair value, compared with the earlier £0.27 level used in one key model. Recent research has focused on price targets in the low-20 GBp range, with moves such as the shift to 22 GBp showing how different analysts are interpreting the same set of valuation inputs. As you read on, you will see how these changing targets shape the story you may want to follow from here. Analyst Price Targets don't always capture the full story...

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty
24/7 Wall St.83d agoneutral
Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Kiplinger’s Personal Finance May 2026 letter makes it clear that if you are looking for yield, the door is wide open across the entire risk spectrum. We are seeing a massive spread, with opportunities ranging from stable 3% municipal bonds to 13% for those willing to get aggressive with business development companies. This is unfolding ... Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

How The Docebo (TSX:DCBO) Story Is Shifting As Bookings Strength Meet Subscription Concerns
Simply Wall St.83d agoneutral
How The Docebo (TSX:DCBO) Story Is Shifting As Bookings Strength Meet Subscription Concerns

Docebo’s modelled fair value has been revised from CA$36.09 to CA$35.97, a small 0.3% trim that still signals a relatively stable view of the stock. That shift lines up with mixed analyst reactions, with bullish voices pointing to strong gross bookings and cautious ones highlighting subscription and contract headwinds. Together, these factors are keeping revised targets clustered around the mid US$20s. As you read on, you will see how these updates fit into the broader story and what to watch...

Morgan Stanley turns bullish on Ford's EV storage business
TheStreet83d agoneutral
Morgan Stanley turns bullish on Ford's EV storage business

Ford Motor stock surged 13% in a single session the week of May 10 after Morgan Stanley issued a bullish call on the automaker's energy storage business. That was Ford’s biggest one-day gain since March 2020. For context, that kind of move doesn't happen without a serious catalyst. And this one ...

Did Record Q1 2026 Results and Fee Engine Just Shift Morgan Stanley's (MS) Investment Narrative?
Simply Wall St.84d agoneutral
Did Record Q1 2026 Results and Fee Engine Just Shift Morgan Stanley's (MS) Investment Narrative?

Morgan Stanley recently reported record first-quarter 2026 results, with earnings rising sharply on strong performance in its Institutional Securities and Wealth Management divisions and robust client engagement across its global franchise. These results, supported by ongoing share repurchases and stable credit costs, highlight how Morgan Stanley’s diversified model is generating sizable fee income from over US$9.00 billion in client assets while still benefiting from active markets. We’ll...

Morgan Stanley flags vital Eli Lilly signal for 2026
TheStreet84d agoneutral
Morgan Stanley flags vital Eli Lilly signal for 2026

Picture a drug so popular that, even in markets where a cheaper generic competitor had just launched, it still grew by 10%. That's what happened to Eli Lilly's (LLY) Mounjaro in India recently. And it's the kind of detail that makes Morgan Stanley think Wall Street still isn't giving Lilly's ...

Morgan Stanley changes up Cisco stock price target after earnings
TheStreet84d agoneutral
Morgan Stanley changes up Cisco stock price target after earnings

There's a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting harder to tell lately. The 41-year-old multinational technology conglomerate headquartered in California ...

Morgan Stanley resets Nebius stock price forecast
TheStreet84d agoneutral
Morgan Stanley resets Nebius stock price forecast

Nebius Group gave Wall Street the type of quarter that keeps the artificial intelligence infrastructure trade alive, even as investors become more selective about which companies can actually turn AI demand into revenue. The Amsterdam-based AI cloud company reported first-quarter revenue of $399 ...

Morgan Stanley Cuts Figma Price Target Despite 46% Revenue Growth: Is AI Competition the Risk?
24/7 Wall St.85d agobearish
Morgan Stanley Cuts Figma Price Target Despite 46% Revenue Growth: Is AI Competition the Risk?

Morgan Stanley lowered its price target on Figma (NYSE:FIG) to $38 from $44, maintaining an Equal Weight rating following the design software maker’s first-quarter results. The price target cut arrives despite a second straight quarter of accelerating revenue growth to 46% year over year, highlighting an unusual tension in the analyst community. Piper Sandler analyst ... Morgan Stanley Cuts Figma Price Target Despite 46% Revenue Growth: Is AI Competition the Risk?

Morgan Stanley reveals new DraftKings stock price target
TheStreet85d agoneutral
Morgan Stanley reveals new DraftKings stock price target

DraftKings investors have been waiting for the company to prove that its online betting business can keep expanding while new growth bets start to take shape. In a Morgan Stanley note shared with TheStreet, analyst Stephen Grambling and his team lowered their DraftKings price target to $39 from ...

Morgan Stanley sends a stark message on the 2026 US economy
TheStreet85d agoneutral
Morgan Stanley sends a stark message on the 2026 US economy

The title of Morgan Stanley's midyear US economic outlook, published May 12, is four words: "Capex Over Consumption." It is the bank's clearest possible signal about what is holding the American economy together heading into the second half of 2026, and what is beginning to buckle beneath the ...

China’s Economy Is Entering Another Quarter of K-Shaped  Growth
Bloomberg85d agoneutral
China’s Economy Is Entering Another Quarter of K-Shaped Growth

(Bloomberg) -- Chinese consumption probably expanded far slower than the pace of industry in April, as trade remained a notable bright spot despite the global reverberations from the Iran war.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help on Ira

Cerebras soars 109% in market debut as AI chip frenzy grips Wall Street
Proactive85d agobullish
Cerebras soars 109% in market debut as AI chip frenzy grips Wall Street

Cerebras Systems made a stunning stock market debut on Thursday, with shares of the artificial intelligence chipmaker surging as much as 109% above its IPO price as investor appetite for AI-linked plays showed no sign of cooling. The company's shares opened at $350, against an IPO price of...

AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad
Bloomberg86d agoneutral
AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad

(Bloomberg) -- Bankers were still putting the final touches on Alphabet Inc.’s blockbuster $17 billion of bond sales when word started to spread Monday morning on Wall Street: the company is already hawking more debt.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboThis

Space Stock Craze Comes to Europe as One British Fund Quadruples
Bloomberg86d agoneutral
Space Stock Craze Comes to Europe as One British Fund Quadruples

(Bloomberg) -- It’s not just US retail investors piling into any asset connected to space exploration. Europeans want in, too. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboShares in British SpaceX supplier Filtronic Plc are up 257% in a year, while German satellite

How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge
Simply Wall St.86d agoneutral
How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge

Price targets for GE Aerospace now span from recent cuts of US$7 to US$27 at the low end, up to US$425 at the high end, marking a wide spread in what analysts think the stock could be worth. Those shifts track a split narrative, with bullish firms lifting targets to US$405 and US$425 on greater confidence in earnings and cash flow, while more cautious voices trim numbers and flag that a lot of good news may already be priced in. Read on to see how to keep up with this evolving story and what...

Morgan Stanley cuts to chase on Chevron, oil stock prices
TheStreet86d agobearish
Morgan Stanley cuts to chase on Chevron, oil stock prices

Oil companies entered earnings season with higher commodity prices at their backs, but investors are still watching one issue more closely than almost anything else: spending discipline. In the Morgan Stanley note given to TheStreet, analyst Devin McDermott and his team said oil exploration and ...

Bloomberg86d agoneutral
Musk’s xAI Races to Get Wall Street Firms to Use Grok Chatbot

(Bloomberg) -- Elon Musk’s xAI has recruited multiple Wall Street firms with ties to the billionaire’s business empire to test its Grok chatbot, according to people familiar with the matter, part of a push to bolster revenue ahead of parent company SpaceX’s initial public offering.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands

Bloomberg86d agoneutral
Musk’s xAI Races to Get Wall Street Firms to Use Grok Chatbot

(Bloomberg) -- Elon Musk’s xAI has recruited multiple Wall Street firms with ties to the billionaire’s business empire to test its Grok chatbot, according to people familiar with the matter, part of a push to bolster revenue ahead of parent company SpaceX’s initial public offering.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Yea