20 hours ago
Arete Research, an independent research firm, has upgraded Texas Instruments Incorporated (NASDAQ:TXN) to Buy from Neutral and lifted its price target to $405 from $303. This 34% raise in the PT comes days after the company posted a strong quarter – a surprise from an ***** og cyclical sector. Texas Instruments' Q2 revenue reached $5.46 billion, up 23% year-over-year, beating the $5.24 billion consensus. The company's EPS rose 52% year-over-year, beating the $1.92 Street estimate with $2.14. The most crucial piece of information tucked away in the report is the twofold growth in data center income.
According to an Arete Research ***** yst, the surging AI demand is anticipated to cause three years of ***** og semiconductor shortages. The ***** yst believes that Texas Instruments is well-positioned with respect to capacity, which should yield significant market share gains during this cycle. Arete projects revenue of approximately $34 billion with earnings of $17 per share by fiscal 2028. These structural tailwinds, discussed by the ***** yst, align with the company's operational and financial performance. Let's break them down.
The AI buildout faces one severe bottleneck – power shortage. And power is exactly what Texas Instruments, nicknamed by the market as "boring ***** og," sells. Hyperscalers are shifting toward 800-volt DC architectures to support denser GPU clusters. As a result, the need for ***** og content per rack increases. Texas Instruments serves this critical conversion layer through high-voltage gallium-nitride (GaN) power devices, real-time motor control, and sensing technology. Additionally, the company's March collaboration with Nvidia on humanoid robotics expands this portfolio. These demands fuel the quarterly ***** og revenue, which rose 26% to $4.37 billion. Texas Instruments is not relying on an industrial market recovery but is working on strengthening its position as a significant supplier for technology's most capital-intensive infrastructure cycle.
A more durable driver stems from timing rather than the AI narrative. Texas Instruments is completing a six-year, roughly $24 billion fab expansion that constrained free cash flow. Spending is dropping significantly. The 2026 capex projected at $2 billion to $3 billion stands in contrast to the comparatively high $4.55 billion in 2025. The fabs are complete, and revenue is recovering now, allowing management to anticipate free cash flow per share exceeding $8 in 2026, compared to $3.23 in 2025. Cash generation is tripling alongside declining capital expenditure, altering the investment profile investors have avoided during the build.
#instruments #analog #Research #cash
According to an Arete Research ***** yst, the surging AI demand is anticipated to cause three years of ***** og semiconductor shortages. The ***** yst believes that Texas Instruments is well-positioned with respect to capacity, which should yield significant market share gains during this cycle. Arete projects revenue of approximately $34 billion with earnings of $17 per share by fiscal 2028. These structural tailwinds, discussed by the ***** yst, align with the company's operational and financial performance. Let's break them down.
The AI buildout faces one severe bottleneck – power shortage. And power is exactly what Texas Instruments, nicknamed by the market as "boring ***** og," sells. Hyperscalers are shifting toward 800-volt DC architectures to support denser GPU clusters. As a result, the need for ***** og content per rack increases. Texas Instruments serves this critical conversion layer through high-voltage gallium-nitride (GaN) power devices, real-time motor control, and sensing technology. Additionally, the company's March collaboration with Nvidia on humanoid robotics expands this portfolio. These demands fuel the quarterly ***** og revenue, which rose 26% to $4.37 billion. Texas Instruments is not relying on an industrial market recovery but is working on strengthening its position as a significant supplier for technology's most capital-intensive infrastructure cycle.
A more durable driver stems from timing rather than the AI narrative. Texas Instruments is completing a six-year, roughly $24 billion fab expansion that constrained free cash flow. Spending is dropping significantly. The 2026 capex projected at $2 billion to $3 billion stands in contrast to the comparatively high $4.55 billion in 2025. The fabs are complete, and revenue is recovering now, allowing management to anticipate free cash flow per share exceeding $8 in 2026, compared to $3.23 in 2025. Cash generation is tripling alongside declining capital expenditure, altering the investment profile investors have avoided during the build.
#instruments #analog #Research #cash
2 days ago
Wall Street brokerage Bernstein has lowered its price target on the stock of stablecoin issuer Circle Internet Group (NYSE: $CRCL).
In a note to clients, Bernstein lowered its price target on CRCL stock to $140 U.S. from $190 U.S. while keeping a Buy-equivalent outperform rating on the shares.
Crypto ****** yst Gautam Chhugani writes that the Open USD consortium that pressured the stock is a lesser threat than the market realizes.
More From Cryptoprowl:
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals
#bernstein #crcl
In a note to clients, Bernstein lowered its price target on CRCL stock to $140 U.S. from $190 U.S. while keeping a Buy-equivalent outperform rating on the shares.
Crypto ****** yst Gautam Chhugani writes that the Open USD consortium that pressured the stock is a lesser threat than the market realizes.
More From Cryptoprowl:
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals
#bernstein #crcl
14 days ago
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It turns out, there might be some justice for school teachers, who have the dubious distinction of playing a vital role in society while earning a comparatively low annual income.
That justice comes in the form of the millions of dollars that many of them consistently hold in their savings and investment accounts, according to the National Study of Millionaires, a research project by personal finance expert Dave Ramsey's company, Ramsey Solutions (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
It turns out, there might be some justice for school teachers, who have the dubious distinction of playing a vital role in society while earning a comparatively low annual income.
That justice comes in the form of the millions of dollars that many of them consistently hold in their savings and investment accounts, according to the National Study of Millionaires, a research project by personal finance expert Dave Ramsey's company, Ramsey Solutions (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
16 days ago
e.l.f. Beauty, Inc. (NYSE:ELF) is one of the 10 Fastest Growing Consumer Stocks to Buy Now.
On June 16, 2026, Deutsche Bank raised the firm's price target on e.l.f. Beauty, Inc. (NYSE:ELF) to $64 from $62 and kept a Hold rating on the shares. Deutsche Bank said the company is expanding into hair care.
Also on June 16, e.l.f. Brands, part of e.l.f. Beauty and inclusive of e.l.f. Cosmetics and e.l.f. SKIN announced the launch of e.l.f. Hair. The company said the new category debuts with six prestige-quality products and described the launch as an answer to demand for "e.l.f.fordable luxury." e.l.f. Hair will be available starting June 16 on TikTok Shop and June 24 with retail partner Target (TGT).
Copyright: romastudio / 123RF Stock Photo
On June 12, Bernstein initiated coverage of e.l.f. Beauty with a Market Perform rating and $60 price target. Bernstein said it is a long-term believer, but noted that EPS have been highly volatile after the acquisition of Rhode, distribution expansion, and higher marketing and payroll investments. The firm said some stability and margin expansion are needed before the stock can appreciate.
On June 16, 2026, Deutsche Bank raised the firm's price target on e.l.f. Beauty, Inc. (NYSE:ELF) to $64 from $62 and kept a Hold rating on the shares. Deutsche Bank said the company is expanding into hair care.
Also on June 16, e.l.f. Brands, part of e.l.f. Beauty and inclusive of e.l.f. Cosmetics and e.l.f. SKIN announced the launch of e.l.f. Hair. The company said the new category debuts with six prestige-quality products and described the launch as an answer to demand for "e.l.f.fordable luxury." e.l.f. Hair will be available starting June 16 on TikTok Shop and June 24 with retail partner Target (TGT).
Copyright: romastudio / 123RF Stock Photo
On June 12, Bernstein initiated coverage of e.l.f. Beauty with a Market Perform rating and $60 price target. Bernstein said it is a long-term believer, but noted that EPS have been highly volatile after the acquisition of Rhode, distribution expansion, and higher marketing and payroll investments. The firm said some stability and margin expansion are needed before the stock can appreciate.
21 days ago
Most American workers **** ume they'll call it quits around 65. But most are wrong, and the gap between expectation and reality carries serious financial consequences.
According to the Employee Benefit Research Institute (EBRI)'s 2026 Retirement Confidence Survey reported by USA Today, nearly half of retirees (46%) left the workforce earlier than planned. The average actual retirement age was 62, while the average age workers expect to retire remains 65 (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
According to the Employee Benefit Research Institute (EBRI)'s 2026 Retirement Confidence Survey reported by USA Today, nearly half of retirees (46%) left the workforce earlier than planned. The average actual retirement age was 62, while the average age workers expect to retire remains 65 (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
24 days ago
Union Pacific and Norfolk Southern today submitted the first portion of information requested by the Surface Transportation Board when it conditionally accepted their revised merger application May 28.
The STB set a deadline of July 27 for the partners to submit the additional data. UP (NYSE: UNP) and NS (NYSE: NSC) earlier said that the data would come in two filings. The start of the formal evaluation and environmental review of the proposed $85 billion merger was delayed pending the new submissions. But, the STB spent months gathering data prior to the railroads' initial merger application in December 2025.
The second filing is expected to cover the enhanced competition aspects of the merger stipulated by the STB.
Tuesday's filing addresses the STB's questions regarding control of local railroads Terminal Railroad ******* ociation of St. Louis (TRRA) and Kansas City Terminal Railway (KCT), and freight car equipment cooperative TTX. TRRA is jointly owned by UP, BNSF (NYSE: BRK-B), CSX (NASDAQ: CSX), CN (NYSE: CNI), and NS, with UP having the largest share. BNSF, UP, NS and Canadian Pacific Kansas City (NYSE: CP) share ownership of KCT.
Union Pacific and Norfolk Southern reiterated in their filing that they do not control TRRA and KCT, which handle interchange traffic between Class I carriers. They offered to divest their stakes in order to preserve that neutrality.
The STB set a deadline of July 27 for the partners to submit the additional data. UP (NYSE: UNP) and NS (NYSE: NSC) earlier said that the data would come in two filings. The start of the formal evaluation and environmental review of the proposed $85 billion merger was delayed pending the new submissions. But, the STB spent months gathering data prior to the railroads' initial merger application in December 2025.
The second filing is expected to cover the enhanced competition aspects of the merger stipulated by the STB.
Tuesday's filing addresses the STB's questions regarding control of local railroads Terminal Railroad ******* ociation of St. Louis (TRRA) and Kansas City Terminal Railway (KCT), and freight car equipment cooperative TTX. TRRA is jointly owned by UP, BNSF (NYSE: BRK-B), CSX (NASDAQ: CSX), CN (NYSE: CNI), and NS, with UP having the largest share. BNSF, UP, NS and Canadian Pacific Kansas City (NYSE: CP) share ownership of KCT.
Union Pacific and Norfolk Southern reiterated in their filing that they do not control TRRA and KCT, which handle interchange traffic between Class I carriers. They offered to divest their stakes in order to preserve that neutrality.
28 days ago
Reddit, Inc. (NYSE:RDDT) is one of the stocks with rising earnings estimates and fresh catalysts.
Reddit, Inc. (NYSE:RDDT) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 6 upward EPS revisions and 1 downward revision for the upcoming fiscal year over the last three months, while revenue estimates show 27 upward revisions and 2 downward revisions. The revision mix is stronger on revenue than earnings, which fits a company still building out its monetization model.
On June 22, Axios reported that Reddit expanded its "community intelligence" advertising strategy at Cannes Lions with new tools tied to shopping research and product discovery. Reddit also said nearly half of shoppers verify AI-generated recommendations on the platform before buying, and that 1 in 4 Redditors buy a product after seeing their decision validated there. The catalyst is Reddit's attempt to turn user discussions into a more valuable ad signal as AI changes search and shopping behavior. That makes the estimate story less about raw user growth and more about improving ad products, higher commercial intent, and better monetization of existing communities.
Reddit, Inc. (NYSE:RDDT) operates an online community platform where users create, discuss, rank, and search content across interest-based forums.
While we acknowledge the risk and potential of RDDT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than RDDT and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Reddit, Inc. (NYSE:RDDT) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 6 upward EPS revisions and 1 downward revision for the upcoming fiscal year over the last three months, while revenue estimates show 27 upward revisions and 2 downward revisions. The revision mix is stronger on revenue than earnings, which fits a company still building out its monetization model.
On June 22, Axios reported that Reddit expanded its "community intelligence" advertising strategy at Cannes Lions with new tools tied to shopping research and product discovery. Reddit also said nearly half of shoppers verify AI-generated recommendations on the platform before buying, and that 1 in 4 Redditors buy a product after seeing their decision validated there. The catalyst is Reddit's attempt to turn user discussions into a more valuable ad signal as AI changes search and shopping behavior. That makes the estimate story less about raw user growth and more about improving ad products, higher commercial intent, and better monetization of existing communities.
Reddit, Inc. (NYSE:RDDT) operates an online community platform where users create, discuss, rank, and search content across interest-based forums.
While we acknowledge the risk and potential of RDDT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than RDDT and that has 10,000% upside potential, check out our report about this cheapest AI stock.
