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Mbappé signing won't fix On Holding's growth problem, Jefferies says
Proactive2d agoneutral
Mbappé signing won't fix On Holding's growth problem, Jefferies says

On Holding (NYSE:ONON)'s leap into football may say more about the brand's growing costs than its growth prospects, according to a new note from Jefferies. The Swiss sportswear company announced its entry into football this week, signing Kylian Mbappé as an athlete partner and global...

ServiceNow Stock Leads 3 Large Cap Growth Names Facing Higher Rate Pressure
Simply Wall St.2d agoneutral
ServiceNow Stock Leads 3 Large Cap Growth Names Facing Higher Rate Pressure

Federal debt crossing US$40b has turned the spotlight on Washington’s balance sheet and on how higher perceived sovereign risk could ripple through everything you own. This is not just a bond story. Equities tied to growth, pricing power, and strong balance sheets may react very differently as investors reassess inflation and discount rates. The sections that follow unpack three large cap growth stocks exposed to this debate and explain why their reactions could matter for your portfolio. The...

What Happens To Snowflake Stock If AI Keeps Costing It Margin?
Trefis2d agoneutral
What Happens To Snowflake Stock If AI Keeps Costing It Margin?

Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.

Should Sunrun’s (RUN) New Capital Raise and Outage Messaging Reframe Its Resilience-Focused Investment Story?
Simply Wall St.2d agoneutral
Should Sunrun’s (RUN) New Capital Raise and Outage Messaging Reframe Its Resilience-Focused Investment Story?

In September 2026, Sunrun Inc. completed a US$100 private placement of convertible preferred shares and warrants with a single investor under Regulation D, while also elevating its profile through climate-focused thought leadership and survey data on power outage concerns. The company is using widespread anxiety about grid reliability, highlighted by its survey showing frequent homeowner outages, to spotlight its battery-plus-solar systems as a potential resilience solution and contributor...

Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?
Trefis2d agoneutral
Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.