Tech stock coverage for the week of Aug. 17.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Tech stock coverage for the week of Aug. 17.

Top-ranked stocks CNC, THC, FTNT, U and GS are likely to beat on the bottom line in their upcoming releases.

Estee Lauder (EL) is likely to provide full-year guidance in line with its preliminary expectations,

Walmart (WMT), Target (TGT), Home Depot (HD), and Lowe's (LOW) are all reporting quarterly earnings results next week. RBC Capital Markets director of US equity research, Steven Shemesh, explains how Walmart's and Target's upcoming results could suggest about the health of the consumer.

Brazil's Petrobras beat Q2 estimates as record production, stronger exports and higher Brent pricing lifted earnings, revenues and cash flow.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the consumer discretionary - media industry, including Disney (NYSE:DIS) and its peers.

Xiaomi stock has given investors a strong 3 year return, yet the current share price around HK$25.88 sits against an intrinsic value estimate from a Discounted Cash Flow (DCF) model that points to Xiaomi trading below that estimate, while traditional earnings based multiples suggest the shares are now closer to fair value. This split leaves investors weighing a DCF signal of potential undervaluation against a more neutral read from standard market ratios. Xiaomi has returned 128.6% over the...
Asking for a Trend Host, Josh Lipton breaks down what investors should be on the lookout for the week of Monday, August 17, including opening arguments in the Meta (META) social media addiction trial, earnings from Walmart (WMT), Target (TGT), Lowe's (LOW), and Home Depot (HD).

Looking back on engineered components and systems stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Regal Rexnord (NYSE:RRX) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Sezzle (NASDAQ:SEZL) and its peers.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Costco (NASDAQ:COST) and the best and worst performers in the non-discretionary retail industry.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the large-format grocery & general merchandise retailer industry, including Target (NYSE:TGT) and its peers.

It’s all about retail earnings this week with Walmart, Home Depot, Target and Alibaba all set to report.

Looking back on analog semiconductors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Sensata Technologies (NYSE:ST) and its peers.

Analog Devices, Inc. will release earnings for its third quarter before the opening bell on Wednesday, Aug. 19. Analysts expect the company to report quarterly earnings of $3.33 per share, up from $2.05 per share in the year-ago period. The...

Micron's margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today's skeptics into believers. Here is why that forecast is thrilling, dangerous, and worth taking seriously.

Lowe’s earnings will test whether rapid online growth and rising Pro demand can offset cautious DIY spending in a weak housing market. Comparable sales, margins and guidance could reveal that the retailer remains dependent on an elusive housing recovery.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the traditional fast food stocks, including Wendy's (NASDAQ:WEN) and its peers.

The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.

PDD Holdings has delivered a steep share price decline over the past year while its valuation checks still lean on the cheap side. That mix of weaker recent returns and relatively low multiples is putting the focus on whether the stock offers value or simply reflects growing concern about earnings quality. The share price is down 28.4% over the past year, which suggests investors have been reassessing how much they are willing to pay for PDD Holdings at its current fundamentals. Expectations...

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the telecommunication services industry, including Array (NYSE:AD) and its peers.

Let’s dig into the relative performance of SoFi (NASDAQ:SOFI) and its peers as we unravel the now-completed Q2 personal loan earnings season.

Let’s dig into the relative performance of Cigna (NYSE:CI) and its peers as we unravel the now-completed Q2 health insurance providers earnings season.

Rocket Lab’s Q2 performance reflected notable revenue growth, driven by strong momentum in its Space Systems segment and a surge in contract bookings from both government and commercial customers. Despite better-than-expected top line and non-GAAP earnings results, the market reacted negatively, with management attributing some margin pressure to integration costs from the Mynaric acquisition and a shift in business mix. CEO Peter Beck highlighted the company’s expanding backlog and key wins in
Morgan Stanley has raised the price target on Klarna to $21 from $18 and keeps an ‘Equal Weight’ rating on the shares, implying an upside of about 1% from its last close.

Hims & Hers Health’s second quarter results were driven by strong subscriber growth and a ramp-up in its branded weight loss offerings, yet the market reacted negatively, with shares declining over 5%. Management pointed to accelerated customer acquisition, particularly from new launches in AI-powered services and expanded product categories. CEO Andrew Dudum stressed that the company’s “investment in AI and technology is delivering a health experience that we believe no other company can replic


