1 day ago
New Mexico vs. Mercyhurst
When and where: 2 p.m. Saturday at University Stadium.
How to watch/listen: MW+ – the Mountain West's new subscription-based streaming service – will carry UNM-Mercyhurst with Robert Portnoy (play-by-play) and DonTrell Moore (analyst) on the call. J.J. Buck (play-by-play) and Ned James (analyst) will broadcast the game via radio on the Lobo Radio Network (770 AM/96.3 FM).
Who's favored: UNM is listed as a 41.5-point favorite, per bet365. The over/under is set at 51.5 points.
Every year, more than a few coaches say it: The biggest improvement a team makes in any given season is from its first game to its second.
#radio #analyst #saturday #university
When and where: 2 p.m. Saturday at University Stadium.
How to watch/listen: MW+ – the Mountain West's new subscription-based streaming service – will carry UNM-Mercyhurst with Robert Portnoy (play-by-play) and DonTrell Moore (analyst) on the call. J.J. Buck (play-by-play) and Ned James (analyst) will broadcast the game via radio on the Lobo Radio Network (770 AM/96.3 FM).
Who's favored: UNM is listed as a 41.5-point favorite, per bet365. The over/under is set at 51.5 points.
Every year, more than a few coaches say it: The biggest improvement a team makes in any given season is from its first game to its second.
#radio #analyst #saturday #university
2 days ago
COLLEGE STATION - Texas A&M head coach Mike Elko doesn't want anybody to overlook Arizona State.
The Sun Devils may not be a traditional blue blood but the team is two years out from making the College Football Playoff. They've got a young, highly regarded offensive mind leading the program in Kenny Dillingham. They've also got plenty of NFL talent, including multiple guys at wide receiver and cornerback.
HOW TO WATCH
11 a.m. Saturday
Where: Kyle Field, College Station
ABC with Tom Hart (play-by-play), Jesse Palmer (analyst) and Kris Budden (sideline reporter).
Radio: 97.5 FM with Andrew Monaco, Dave Elmendorf and Will Johnson
#college #station #elko #state
The Sun Devils may not be a traditional blue blood but the team is two years out from making the College Football Playoff. They've got a young, highly regarded offensive mind leading the program in Kenny Dillingham. They've also got plenty of NFL talent, including multiple guys at wide receiver and cornerback.
HOW TO WATCH
11 a.m. Saturday
Where: Kyle Field, College Station
ABC with Tom Hart (play-by-play), Jesse Palmer (analyst) and Kris Budden (sideline reporter).
Radio: 97.5 FM with Andrew Monaco, Dave Elmendorf and Will Johnson
#college #station #elko #state
2 days ago
The 2024-25 Boston Celtics set the NBA single-season three-point record with 1,457 makes across 82 games. Three different Celtics players made at least 250 threes that season, something no team had ever seen before. The question heading into 2026-27 is whether the Hornets can break the NBA three-point record.
Analyst Tom Haberstroh specifically named Charlotte as a genuine contender. Looking at the roster, it is not hard to see why.
" I think this Charlotte Hornets team, even though they lost LaMelo Ball, who was at times the most high-volume scorer, shooter in the NBA from downtown, still, I think this team, dude, I think they have a chance to break the three-point record next year," Haberstroh said on The Kevin O'Connor Show. "You got Coby White, who's a 95, 96 percentile volume three-point shooter. Good three-point shooter off the dribble. Kon Knueppel, we already know; the fact that he led the league in threes as a rookie is insane. Brandon Miller, also a high-volume three-point shooter."
Charlotte Hornets guard Kon Knueppel (7) shoots the ball against the Boston Celtics in the second half at TD Garden. Photo Credit: David Butler II, Imagn Images via Reuters Connect
Look at what Charlotte is putting on the floor. Kon Knueppel made 273 threes in his rookie season — the most in NBA history by a first-year player. Grayson Allen is 40.3% from three in his career. Royce O'Neale shoots 38.9% from deep while White (36.9%) and Naz Reid (37.1%) connect at 36.9% and 37.1%, respectively.
#celtics #season #record #threes
Analyst Tom Haberstroh specifically named Charlotte as a genuine contender. Looking at the roster, it is not hard to see why.
" I think this Charlotte Hornets team, even though they lost LaMelo Ball, who was at times the most high-volume scorer, shooter in the NBA from downtown, still, I think this team, dude, I think they have a chance to break the three-point record next year," Haberstroh said on The Kevin O'Connor Show. "You got Coby White, who's a 95, 96 percentile volume three-point shooter. Good three-point shooter off the dribble. Kon Knueppel, we already know; the fact that he led the league in threes as a rookie is insane. Brandon Miller, also a high-volume three-point shooter."
Charlotte Hornets guard Kon Knueppel (7) shoots the ball against the Boston Celtics in the second half at TD Garden. Photo Credit: David Butler II, Imagn Images via Reuters Connect
Look at what Charlotte is putting on the floor. Kon Knueppel made 273 threes in his rookie season — the most in NBA history by a first-year player. Grayson Allen is 40.3% from three in his career. Royce O'Neale shoots 38.9% from deep while White (36.9%) and Naz Reid (37.1%) connect at 36.9% and 37.1%, respectively.
#celtics #season #record #threes
2 days ago
Wall Street rarely changes its mind about a stock on the day a new phone gets announced. The number an ****** yst publishes is a bet on earnings two or three years out, and a keynote does not move that math on its own.
That's why ****** yst notes pile up in the days before an Apple launch. Firms restate where they stand, walk investors through what they expect on stage, and save the real estimate revisions for the quarter that follows.
Bank of America filed its note on Sept. 8. The rating and the target did not move. What sits underneath them did, however, and that's the part worth reading.
Apple (AAPL) shares closed at $316.22 on Sept. 8, down 1.17% on the session, according to StockAnalysis.com. That leaves the stock roughly 8% below the 52-week high of $344.57 it set in late July, with a market value near $4.61 trillion.
The pattern around these events is well documented. Shares have often drifted lower into a launch and again just after it, then recovered over the following 30 to 60 days, a cycle Bank of America mapped across 24 iPhone launches dating back to 2007.
#America #analyst #launch
That's why ****** yst notes pile up in the days before an Apple launch. Firms restate where they stand, walk investors through what they expect on stage, and save the real estimate revisions for the quarter that follows.
Bank of America filed its note on Sept. 8. The rating and the target did not move. What sits underneath them did, however, and that's the part worth reading.
Apple (AAPL) shares closed at $316.22 on Sept. 8, down 1.17% on the session, according to StockAnalysis.com. That leaves the stock roughly 8% below the 52-week high of $344.57 it set in late July, with a market value near $4.61 trillion.
The pattern around these events is well documented. Shares have often drifted lower into a launch and again just after it, then recovered over the following 30 to 60 days, a cycle Bank of America mapped across 24 iPhone launches dating back to 2007.
#America #analyst #launch
2 days ago
Oscar Health (OSCR) exhibits strong technical momentum, recently setting a new all-time high.
The stock is up more than 55% over the past year.
OSCR's fundamentals are robust. Revenue is projected to grow 60.17% this year, with earnings estimated to rise 203.58%.
Analyst sentiment is broadly positive, with multiple "Strong Buy" ratings and price targets ranging from $25 to $39.
Valued at $10.2 billion, Oscar Health (OSCR) is a digital health insurance company.
#strong
The stock is up more than 55% over the past year.
OSCR's fundamentals are robust. Revenue is projected to grow 60.17% this year, with earnings estimated to rise 203.58%.
Analyst sentiment is broadly positive, with multiple "Strong Buy" ratings and price targets ranging from $25 to $39.
Valued at $10.2 billion, Oscar Health (OSCR) is a digital health insurance company.
#strong
3 days ago
Oklo (OKLO) and X-Energy (XE) each fell 5% as markets sold the nuclear group on X-Energy's Sell rating, ignoring Oklo's concurrent Buy initiation.
URA dropped 3% while SPY fell just 0.4%, confirming Thursday's pressure was a sector-specific nuclear selloff, not a broad market event.
Analyst Dimple Gosai argues that financing structure, rather than reactor technology, is what decides which SMR developers can build a first plant and win customers.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and X-Energy, Inc. Class A Common Stock didn't make the cut. Enter your email to see the names that beat XE. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Oklo (NYSE:OKLO), NuScale Power (NYSE:SMR) and X-Energy (NASDAQ:XE) are sliding together in Thursday afternoon trading after Piper Sandler issued a split rating action across advanced nuclear. Oklo stock is down 5% to $40.50, with the year-to-date (YTD) decline now at 44%.
#enter #NYSE
URA dropped 3% while SPY fell just 0.4%, confirming Thursday's pressure was a sector-specific nuclear selloff, not a broad market event.
Analyst Dimple Gosai argues that financing structure, rather than reactor technology, is what decides which SMR developers can build a first plant and win customers.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and X-Energy, Inc. Class A Common Stock didn't make the cut. Enter your email to see the names that beat XE. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Oklo (NYSE:OKLO), NuScale Power (NYSE:SMR) and X-Energy (NASDAQ:XE) are sliding together in Thursday afternoon trading after Piper Sandler issued a split rating action across advanced nuclear. Oklo stock is down 5% to $40.50, with the year-to-date (YTD) decline now at 44%.
#enter #NYSE
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5 days ago
CNBC and Reuters reported that Apple Inc. (NASDAQ:AAPL) will hold its next product launch event on September 9 at Apple Park in Cupertino, marking incoming CEO John Ternus's first major event since taking over from Tim Cook. He became executive chairman on September 1.
Analysts expect Apple to reveal the iPhone 18 Pro and Pro Max, its first foldable iPhone, and new Apple Watch models, along with a new AI-powered "Siri AI" **** istant. Bank of America **** ysts wrote in an August note that "Ternus could cement Apple's device dominance in an AI enabled era." Samsung Electronics currently dominates the still-niche foldable smartphone market, and a Samsung mobile executive told CNN that broader competition in the category would help, saying "the more visibility there is on the category, the better."
The foldable iPhone could become a genuine new revenue and margin driver rather than another incremental refresh. **** ysts expect the premium device to lift Apple's average selling prices and margins, giving the company a new high-end product category instead of another year of iterative Pro-model upgrades.
Even Apple Inc. (NASDAQ:AAPL)'s biggest foldable rival is publicly welcoming its entry. Samsung's own mobile product management executive said more players in the category would increase visibility and help the market overall. It suggests Apple's foldable could expand total demand rather than simply redistributing existing Samsung sales.
The iPhone 18 launch also gives new CEO John Ternus an opportunity to show Apple's hardware and AI strategy from the outset of his tenure. Expected upgrades such as the 2-nanometer A20 Pro chip could strengthen the iPhone's performance and AI capabilities. Bank of America described Ternus's leadership as an opportunity to cement "Apple's device dominance in an AI-enabled era." A successful launch could therefore give investors greater confidence in Apple's ability to compete in AI-powered devices.
#samsung #category
Analysts expect Apple to reveal the iPhone 18 Pro and Pro Max, its first foldable iPhone, and new Apple Watch models, along with a new AI-powered "Siri AI" **** istant. Bank of America **** ysts wrote in an August note that "Ternus could cement Apple's device dominance in an AI enabled era." Samsung Electronics currently dominates the still-niche foldable smartphone market, and a Samsung mobile executive told CNN that broader competition in the category would help, saying "the more visibility there is on the category, the better."
The foldable iPhone could become a genuine new revenue and margin driver rather than another incremental refresh. **** ysts expect the premium device to lift Apple's average selling prices and margins, giving the company a new high-end product category instead of another year of iterative Pro-model upgrades.
Even Apple Inc. (NASDAQ:AAPL)'s biggest foldable rival is publicly welcoming its entry. Samsung's own mobile product management executive said more players in the category would increase visibility and help the market overall. It suggests Apple's foldable could expand total demand rather than simply redistributing existing Samsung sales.
The iPhone 18 launch also gives new CEO John Ternus an opportunity to show Apple's hardware and AI strategy from the outset of his tenure. Expected upgrades such as the 2-nanometer A20 Pro chip could strengthen the iPhone's performance and AI capabilities. Bank of America described Ternus's leadership as an opportunity to cement "Apple's device dominance in an AI-enabled era." A successful launch could therefore give investors greater confidence in Apple's ability to compete in AI-powered devices.
#samsung #category
7 days ago
It has been a tough year for NuScale Power (NYSE: SMR). Shares have fallen nearly 40% since 2026. One Wall Street **** yst remains unfazed.
In early August, Rinny Singh, an **** yst at Bank of America, reiterated her buy rating on SMR stock, setting a share price target of $12, implying roughly 24% upside over the next 12 months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Why does Singh remain so bullish despite recent share price weakness? Her bull thesis comes down to one key catalyst -- a catalyst that may soon receive some much-needed momentum.
Singh's bull thesis on NuScale stock largely comes down to one critical factor: Can NuScale convert its customer pipeline into revenue-generating projects? The biggest mover from this perspective is the company's 6-gigawatt (GW) project with its financing partner, ENTRA1, and utility provider, the Tennessee Valley Authority (TVA).
#NVIDIA #analyst #Share #price
In early August, Rinny Singh, an **** yst at Bank of America, reiterated her buy rating on SMR stock, setting a share price target of $12, implying roughly 24% upside over the next 12 months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Why does Singh remain so bullish despite recent share price weakness? Her bull thesis comes down to one key catalyst -- a catalyst that may soon receive some much-needed momentum.
Singh's bull thesis on NuScale stock largely comes down to one critical factor: Can NuScale convert its customer pipeline into revenue-generating projects? The biggest mover from this perspective is the company's 6-gigawatt (GW) project with its financing partner, ENTRA1, and utility provider, the Tennessee Valley Authority (TVA).
#NVIDIA #analyst #Share #price
7 days ago
Nuclear energy is experiencing a resurgence, according to many leading experts. "After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance," **** ysts from Goldman Sachs conclude.
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory **** embled and transported, offering scalability and flexibility."
#nuclear #smrs
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory **** embled and transported, offering scalability and flexibility."
#nuclear #smrs
8 days ago
Nuclear energy is experiencing a resurgence, according to many leading experts. "After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance," ******* ysts from Goldman Sachs conclude.
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory ******* embled and transported, offering scalability and flexibility."
#nuclear #smrs #morgan #goldman
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory ******* embled and transported, offering scalability and flexibility."
#nuclear #smrs #morgan #goldman
9 days ago
Analyst Doug Anmuth reiterated JPMorgan's Overweight rating and a $240 price target for ***** eX (SPCX) last week. This wasn't a new upgrade, but JPMorgan showed that it remains bullish on ***** eX and, by extension, its AI operations, which account for most of ***** eX's valuation.
The new development was the firm's growing confidence in Grok after ***** eX completed its acquisition of Cursor. Cursor reached $4 billion in annual recurring revenue in the most recent quarter, and it gives ***** eX solid enterprise revenue alongside the short-to-medium-term revenue coming from Alphabet (GOOG) (GOOGL) and Anthropic.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #analyst #doug #anmuth
The new development was the firm's growing confidence in Grok after ***** eX completed its acquisition of Cursor. Cursor reached $4 billion in annual recurring revenue in the most recent quarter, and it gives ***** eX solid enterprise revenue alongside the short-to-medium-term revenue coming from Alphabet (GOOG) (GOOGL) and Anthropic.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #analyst #doug #anmuth
9 days ago
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates.
The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
Revenue came in at $3.41 billion versus expectations of $3.35 billion, while remaining performance obligations reached $21.2 billion against a $20.95 billion estimate. Earnings per share of $1.02 beat the $0.98 consensus.
Operating margin was roughly in line at 29.6% versus an expected 29.3%, while gross margin came in light at 74.8% versus 76%.
Analysts at BofA said the muted market reaction reflected an unusually high bar for the quarter rather than any weakness in execution, noting that elevated investor expectations, driven by anticipation around Chronosphere, CyberArk cross-sell and improving cyber demand, left investors looking for an even stronger beat.
#beat #company #year
The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
Revenue came in at $3.41 billion versus expectations of $3.35 billion, while remaining performance obligations reached $21.2 billion against a $20.95 billion estimate. Earnings per share of $1.02 beat the $0.98 consensus.
Operating margin was roughly in line at 29.6% versus an expected 29.3%, while gross margin came in light at 74.8% versus 76%.
Analysts at BofA said the muted market reaction reflected an unusually high bar for the quarter rather than any weakness in execution, noting that elevated investor expectations, driven by anticipation around Chronosphere, CyberArk cross-sell and improving cyber demand, left investors looking for an even stronger beat.
#beat #company #year
10 days ago
Nvidia (NVDA) didn't like what it saw in Wall Street estimates for its future revenue growth.
"In addition to having much stronger visibility into next year, the team noted that its decision to provide an out-year outlook was also motivated by the fact that there was a meaningful gap between Street estimates and what Nvidia was seeing internally, which the company believed could have created supply-chain planning challenges for partners," JPMorgan ***** yst Harlan Sur wrote in a note today after his meeting with Nvidia executives.
With Nvidia's stock stuck in neutral for the better part of the summer prior to earnings as investors fretted about peak artificial intelligence growth, the chip darling decided to take one swift measure to silence the naysayers.
The action: serving up a rare long-term outlook that blew everyone on the Street away.
Nvidia said after reporting its fiscal second quarter earnings that it sees 70% revenue growth for fiscal year 2028. This was above ***** yst forecasts for 45% growth. The sales gain would be larger — think in excess of 100% — if not for memory chip shortages, said Nvidia CEO Jensen Huang.
#analyst #chip
"In addition to having much stronger visibility into next year, the team noted that its decision to provide an out-year outlook was also motivated by the fact that there was a meaningful gap between Street estimates and what Nvidia was seeing internally, which the company believed could have created supply-chain planning challenges for partners," JPMorgan ***** yst Harlan Sur wrote in a note today after his meeting with Nvidia executives.
With Nvidia's stock stuck in neutral for the better part of the summer prior to earnings as investors fretted about peak artificial intelligence growth, the chip darling decided to take one swift measure to silence the naysayers.
The action: serving up a rare long-term outlook that blew everyone on the Street away.
Nvidia said after reporting its fiscal second quarter earnings that it sees 70% revenue growth for fiscal year 2028. This was above ***** yst forecasts for 45% growth. The sales gain would be larger — think in excess of 100% — if not for memory chip shortages, said Nvidia CEO Jensen Huang.
#analyst #chip
10 days ago
Former Fox Sports ****** yst Mark Sanchez has plead guilty to charges relating to an altercation from last fall, according to Indiana court records. Sanchez, who was facing three misdemeanors and a felony battery charge, filed a motion for a guilty plea on Thursday.
In October, Sanchez was stabbed in Indianapolis after allegedly sparking an altercation with a truck driver while intoxicated. He was initially charged with three misdemeanors — battery, unauthorized entry of a motor vehicle, and public intoxication — and later charged with a felony for battery resulting in serious bodily injury.
It is unclear which of the charges Sanchez is pleading guilty to. Sanchez's attorneys are reportedly requesting that his sentencing hearing take place on Nov. 9 or Nov. 16 if his plea is accepted, per multiple reports.
Sanchez's jury trial was originally set for March 12, but it was rescheduled four different times, most recently to Sept. 8.
Sanchez, a former New York Jets quarterback-turned-analyst, was fired by Fox a month after the incident.
#charges #three
In October, Sanchez was stabbed in Indianapolis after allegedly sparking an altercation with a truck driver while intoxicated. He was initially charged with three misdemeanors — battery, unauthorized entry of a motor vehicle, and public intoxication — and later charged with a felony for battery resulting in serious bodily injury.
It is unclear which of the charges Sanchez is pleading guilty to. Sanchez's attorneys are reportedly requesting that his sentencing hearing take place on Nov. 9 or Nov. 16 if his plea is accepted, per multiple reports.
Sanchez's jury trial was originally set for March 12, but it was rescheduled four different times, most recently to Sept. 8.
Sanchez, a former New York Jets quarterback-turned-analyst, was fired by Fox a month after the incident.
#charges #three
10 days ago
Broadcom stock reports third-quarter results after Wednesday's close and has climbed 4% from last week's low to $370.34.
Wall Street rates it a Strong Buy, with 25 buy ratings, three holds, and no sells, despite a major money flow warning.
Broadcom shares still sit 23% below the record they set on June 2, up 7% this year, compared with 63% for the PHLX Semiconductor Index.
This is the season's last big AI print, after 36 **** ysts backed Nvidia into its own results.
Analysts expect $29.241 billion of revenue and $3.215 in adjusted earnings.
#results #last #june
Wall Street rates it a Strong Buy, with 25 buy ratings, three holds, and no sells, despite a major money flow warning.
Broadcom shares still sit 23% below the record they set on June 2, up 7% this year, compared with 63% for the PHLX Semiconductor Index.
This is the season's last big AI print, after 36 **** ysts backed Nvidia into its own results.
Analysts expect $29.241 billion of revenue and $3.215 in adjusted earnings.
#results #last #june
11 days ago
EuroDry (EDRY) has surged nearly 350% over the past year, driven by strong technical momentum and robust ***** yst sentiment.
Shares set an all-time high at the end of August 2026.
EDRY maintains a 100% "Buy" technical opinion from Barchart.
Analysts rate EDRY as "Strong Buy," but Morningstar flags it as 18% overvalued, highlighting the need for disciplined risk management.
Valued at $141 million, EuroDry (EDRY) is an owner and operator of drybulk vessels and a provider of seaborne transportation for drybulk cargoes. It operates 11 dry bulk carriers across the Ultramax, Kamsarmax, Panamax, and Supramax classes.
#edry #strong #barchart
Shares set an all-time high at the end of August 2026.
EDRY maintains a 100% "Buy" technical opinion from Barchart.
Analysts rate EDRY as "Strong Buy," but Morningstar flags it as 18% overvalued, highlighting the need for disciplined risk management.
Valued at $141 million, EuroDry (EDRY) is an owner and operator of drybulk vessels and a provider of seaborne transportation for drybulk cargoes. It operates 11 dry bulk carriers across the Ultramax, Kamsarmax, Panamax, and Supramax classes.
#edry #strong #barchart
12 days ago
AEW All In 2026 delivered as one of the year's best professional wrestling events this past Sunday in London. On the grand stage of the world-famous Wembley Stadium, one of the annual spectacle's biggest moments was the debut of Kofi and Austin Creed — now known as The New Level after spending years in WWE as Kofi Kingston and Xavier Woods of The New Day.
The legendary duo wasn't advertised for the pay-per-view event, but instead made their arrival as a surprise entrant in the promotion's first-ever Trios Roulette Royal match for the AEW Trios Championships. Alongside Swerve Strickland, Kofi and Creed pulled off the win to become the new champions on only their first night on the job.
Kofi and Creed parted ways with WWE in a shocking development in May after a 12-year run teaming together, in addition to teaming with Big E. While Big E remained with the company as a retired wrestler-turned-analyst, Kofi and Creed were asked to take significant pay cuts when it came time to negotiate their contracts.
Speaking on Monday's edition of "The Ariel Helwani Show," they revealed that they only officially signed with AEW a day before All In. Regarding their WWE departure, the reported 50% pay-cut ask was incorrect: it was higher, according to Kofi.
"We just thought the terms that they wanted us to perform under were not fair based on what we brought to the table, based on what we're worth, based on the knowledge and prowess we have as performers and wrestlers," Kofi told Uncrowned. "What we can give back to the younger people and do in entertainment. Being able to go out there and garner a reaction as good guys or bad guys, no matter the situation. We took a lot of great pride in being Swiss Army knives. Whatever the situation was, we would make it great and make it entertaining. Compensation was definitely a big part, for sure, but more so, we wanted to work.
#wanted
The legendary duo wasn't advertised for the pay-per-view event, but instead made their arrival as a surprise entrant in the promotion's first-ever Trios Roulette Royal match for the AEW Trios Championships. Alongside Swerve Strickland, Kofi and Creed pulled off the win to become the new champions on only their first night on the job.
Kofi and Creed parted ways with WWE in a shocking development in May after a 12-year run teaming together, in addition to teaming with Big E. While Big E remained with the company as a retired wrestler-turned-analyst, Kofi and Creed were asked to take significant pay cuts when it came time to negotiate their contracts.
Speaking on Monday's edition of "The Ariel Helwani Show," they revealed that they only officially signed with AEW a day before All In. Regarding their WWE departure, the reported 50% pay-cut ask was incorrect: it was higher, according to Kofi.
"We just thought the terms that they wanted us to perform under were not fair based on what we brought to the table, based on what we're worth, based on the knowledge and prowess we have as performers and wrestlers," Kofi told Uncrowned. "What we can give back to the younger people and do in entertainment. Being able to go out there and garner a reaction as good guys or bad guys, no matter the situation. We took a lot of great pride in being Swiss Army knives. Whatever the situation was, we would make it great and make it entertaining. Compensation was definitely a big part, for sure, but more so, we wanted to work.
#wanted
12 days ago
Everything you need to know about New Mexico's season opener against Central Michigan:
Who: UNM (0-0) vs. CMU (0-0).
When and where: 8 p.m. Saturday at University Stadium, where the Lobos have won seven straight games dating back to Nov. 2024.
How to watch/listen: FS1 will carry UNM-CMU with Carlo Jimenez (play-by-play) and Petros Papadakis (analyst) on the call. Robert Portnoy (play-by-play), DonTrell Moore (analyst), Ned James (sideline) and J.J. Buck (pregame show) will broadcast the game via radio on the Lobo Radio Network (770 AM/96.3 FM).
Who's favored: UNM is listed as a 12.5-point favorite, per DraftKings. The over/under is set at 46.5 points.
#university
Who: UNM (0-0) vs. CMU (0-0).
When and where: 8 p.m. Saturday at University Stadium, where the Lobos have won seven straight games dating back to Nov. 2024.
How to watch/listen: FS1 will carry UNM-CMU with Carlo Jimenez (play-by-play) and Petros Papadakis (analyst) on the call. Robert Portnoy (play-by-play), DonTrell Moore (analyst), Ned James (sideline) and J.J. Buck (pregame show) will broadcast the game via radio on the Lobo Radio Network (770 AM/96.3 FM).
Who's favored: UNM is listed as a 12.5-point favorite, per DraftKings. The over/under is set at 46.5 points.
#university
13 days ago
Interested in Rubrik, Inc.? Here are five stocks we like better.
Rubrik shares pulled back after a sell-the-news reaction to strong Q2 results, following a rally of more than 150% since April lows.
Revenue rose 38% to $427.6 million with subscription ARR up 35%, and adjusted earnings per share of 20 cents beat expectations by 16 cents.
Analysts remain bullish with a Moderate Buy rating and rising price targets, though a valuation above 200 times earnings poses a significant downside risk.
Rubrik's (NYSE: RBRK) stock price pulled back following its Q2 release in classic sell-the-news fashion. The earnings strength was clearly expected, as the stock had rallied about 45% over the preceding four weeks and more than 150% since its April lows.
#pulled #following #lows #cents
Rubrik shares pulled back after a sell-the-news reaction to strong Q2 results, following a rally of more than 150% since April lows.
Revenue rose 38% to $427.6 million with subscription ARR up 35%, and adjusted earnings per share of 20 cents beat expectations by 16 cents.
Analysts remain bullish with a Moderate Buy rating and rising price targets, though a valuation above 200 times earnings poses a significant downside risk.
Rubrik's (NYSE: RBRK) stock price pulled back following its Q2 release in classic sell-the-news fashion. The earnings strength was clearly expected, as the stock had rallied about 45% over the preceding four weeks and more than 150% since its April lows.
#pulled #following #lows #cents
14 days ago
OpenAI revoked Cursor's API access after **** eX's $60 billion acquisition, citing Musk's pattern of contract violations, though OpenAI served just 5% of traffic.
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
14 days ago
The broader retail industry is moving beyond physical stores, with channels including e-Commerce, digital advertising, memberships, and convenience-led fulfillment tagged as critical growth drivers. Furthermore, scale and pricing are important, and consumers continue to emphasize value. Such trends are supporting Walmart Inc. (NASDAQ:WMT).
The company has been benefiting from businesses that are beyond its traditional physical-store retail operations. Its Q2 revenue saw an increase of 5.9% to reach $187.9 billion, with global e-Commerce sales increasing by 23% and advertising revenue jumping by 38%. Membership revenue also rose 17%. This gives the company several higher-growth businesses alongside its core stores.
Investors gave more weight to its profitability. The company's adjusted operating income went up by 17.4% in constant currency, and its gross margin expanded 96 bps. Walmart Inc. (NASDAQ:WMT) reported $19.7 billion in operating cash flow. However, its FCF fell to $5.5 billion.
On the positive side, the company increased its FY 2027 outlook to 4%-5% sales growth and 7%-8.5% adjusted operating income growth. This means that earnings might continue to grow faster than its revenue.
Bernstein ***** yst Zhihan Ma kept a "Buy" rating on Walmart Inc. (NASDAQ:WMT)'s stock and a price objective of $142. As per the ***** yst, the quarter ended at the high end of guidance. The ***** yst opines that softer US comparable sales were mainly aided by pharmacy-related factors rather than deterioration in the company's core business. Also, the ***** yst anticipates the combined Q2-Q3 period to result in approximately mid-single-digit sales growth and around 10% EBIT growth.
#walmart #sales #analyst
The company has been benefiting from businesses that are beyond its traditional physical-store retail operations. Its Q2 revenue saw an increase of 5.9% to reach $187.9 billion, with global e-Commerce sales increasing by 23% and advertising revenue jumping by 38%. Membership revenue also rose 17%. This gives the company several higher-growth businesses alongside its core stores.
Investors gave more weight to its profitability. The company's adjusted operating income went up by 17.4% in constant currency, and its gross margin expanded 96 bps. Walmart Inc. (NASDAQ:WMT) reported $19.7 billion in operating cash flow. However, its FCF fell to $5.5 billion.
On the positive side, the company increased its FY 2027 outlook to 4%-5% sales growth and 7%-8.5% adjusted operating income growth. This means that earnings might continue to grow faster than its revenue.
Bernstein ***** yst Zhihan Ma kept a "Buy" rating on Walmart Inc. (NASDAQ:WMT)'s stock and a price objective of $142. As per the ***** yst, the quarter ended at the high end of guidance. The ***** yst opines that softer US comparable sales were mainly aided by pharmacy-related factors rather than deterioration in the company's core business. Also, the ***** yst anticipates the combined Q2-Q3 period to result in approximately mid-single-digit sales growth and around 10% EBIT growth.
#walmart #sales #analyst
16 days ago
Carolina Panthers quarterback Bryce Young is facing a few questions, and shortcomings, entering his fourth NFL season.
He's not tall, he's quick but not particularly fast, he has decent but not great arm power and he has a high ceiling but a very low basement. He's also remarkably inconsistent from week to week.
One thing you can't argue with is that he's undeniably clutch. No quarterback has more game-winning drives since Young entered the league in 2023, and he's been ranked as the 10th-most clutch quarterback in the league by Bleacher Report.
Analyst Brad Gagnon writes:
This may seem odd considering his broad struggles three years in, but Young has actually led an NFL-high 12 game-winning drives since coming into the league in 2023. Part of that comes from the fact that the Panthers rarely blow teams out, but his 99.8 third-down passer rating in the second half of one-score games since 2024 indicates a significant clutch factor with the 25-year-old. Imagine where he could go with more support in key moments in the future.
#clutch #since #game
He's not tall, he's quick but not particularly fast, he has decent but not great arm power and he has a high ceiling but a very low basement. He's also remarkably inconsistent from week to week.
One thing you can't argue with is that he's undeniably clutch. No quarterback has more game-winning drives since Young entered the league in 2023, and he's been ranked as the 10th-most clutch quarterback in the league by Bleacher Report.
Analyst Brad Gagnon writes:
This may seem odd considering his broad struggles three years in, but Young has actually led an NFL-high 12 game-winning drives since coming into the league in 2023. Part of that comes from the fact that the Panthers rarely blow teams out, but his 99.8 third-down passer rating in the second half of one-score games since 2024 indicates a significant clutch factor with the 25-year-old. Imagine where he could go with more support in key moments in the future.
#clutch #since #game
17 days ago
With Nvidia's (NVDA) stock stuck in neutral for the better part of the summer as investors have fretted about peak artificial intelligence growth, the chip darling decided to take one swift measure to silence the naysayers.
The action: serving up a rare long-term outlook that blew everyone on the Street away.
Nvidia said late Wednesday after reporting its fiscal second quarter earnings that it sees 70% revenue growth for fiscal year 2028. This was above ******* yst forecasts for 45% growth. The sales gain would be larger if not for memory chip shortages, said Nvidia CEO Jensen Huang.
"The first ever year ahead guidance is the real news," Stifel ******* yst Ruben Roy wrote in a note. "We think the more revealing point is why they guided at all. Management framed it as getting customers, shareholders and the supply chain onto the same set of information, which in our view makes this as much a supply-chain coordination device as a forecast, and reassure suppliers to commit capacity and customers that BoM inflation was being absorbed too via the fiscal year 2028 ~72-73% gross margin guide (down from mid-70% prior)."
Shares of Nvidia rose nearly 8% in premarket trading on the results and upbeat outlook. Prior to the earnings report, Nvidia shares had slightly underperformed the S&P 500's year-to-date gain of about 14%.
#earnings #analyst
The action: serving up a rare long-term outlook that blew everyone on the Street away.
Nvidia said late Wednesday after reporting its fiscal second quarter earnings that it sees 70% revenue growth for fiscal year 2028. This was above ******* yst forecasts for 45% growth. The sales gain would be larger if not for memory chip shortages, said Nvidia CEO Jensen Huang.
"The first ever year ahead guidance is the real news," Stifel ******* yst Ruben Roy wrote in a note. "We think the more revealing point is why they guided at all. Management framed it as getting customers, shareholders and the supply chain onto the same set of information, which in our view makes this as much a supply-chain coordination device as a forecast, and reassure suppliers to commit capacity and customers that BoM inflation was being absorbed too via the fiscal year 2028 ~72-73% gross margin guide (down from mid-70% prior)."
Shares of Nvidia rose nearly 8% in premarket trading on the results and upbeat outlook. Prior to the earnings report, Nvidia shares had slightly underperformed the S&P 500's year-to-date gain of about 14%.
#earnings #analyst
17 days ago
Citizens' $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its 2027 estimated GAAP earnings per share for the company.
Analyst Andrew Boone reiterated the target on August 26, along with a Market Outperform rating. As per the firm, the rating depends on Alphabet's consumer distribution across search, YouTube and Android platforms, with growth of Google Cloud Platform and the company's leading profit margins acting as supporting factors.
Photo by Kai Wenzel on Unsplash
While online advertising makes up a major part of Google's revenue, Google Cloud is becoming a major part of Alphabet Inc. (NASDAQ:GOOGL)'s business. Google Cloud's growth rate surged to 82% growth in Q2 2026, outpacing even Amazon Web Services and Microsoft Azure.
This growth rate was a sequential acceleration from the 63% growth rate reported in the first quarter and the 48% growth rate in the fourth quarter of 2025; largely driven by massive enterprise demand for artificial intelligence.
#rate #alphabet #cloud #rating
Analyst Andrew Boone reiterated the target on August 26, along with a Market Outperform rating. As per the firm, the rating depends on Alphabet's consumer distribution across search, YouTube and Android platforms, with growth of Google Cloud Platform and the company's leading profit margins acting as supporting factors.
Photo by Kai Wenzel on Unsplash
While online advertising makes up a major part of Google's revenue, Google Cloud is becoming a major part of Alphabet Inc. (NASDAQ:GOOGL)'s business. Google Cloud's growth rate surged to 82% growth in Q2 2026, outpacing even Amazon Web Services and Microsoft Azure.
This growth rate was a sequential acceleration from the 63% growth rate reported in the first quarter and the 48% growth rate in the fourth quarter of 2025; largely driven by massive enterprise demand for artificial intelligence.
#rate #alphabet #cloud #rating
18 days ago
Canaccord maintained a Buy rating on Strategy and raised MSTR price target to $175.
Analyst expects stronger balance sheet and renewed potential for BTC acquisitions amid market recovery.
MSTR stock price dropped 1.20% in premarket on Tuesday as Bitcoin slips below $79K.
Canaccord has raised Michael Saylor's Strategy stock price target, while maintaining a Buy rating. MSTR stock price is trading more than 1% down in premarket on Tuesday amid Bitcoin price pullback.
Canaccord raised MSTR stock price target to $175 from $130, maintaining a Buy rating. The company's Bitcoin-focused strategy benefits from improving crypto market conditions.
#Stock #Bitcoin #strategy #target
Analyst expects stronger balance sheet and renewed potential for BTC acquisitions amid market recovery.
MSTR stock price dropped 1.20% in premarket on Tuesday as Bitcoin slips below $79K.
Canaccord has raised Michael Saylor's Strategy stock price target, while maintaining a Buy rating. MSTR stock price is trading more than 1% down in premarket on Tuesday amid Bitcoin price pullback.
Canaccord raised MSTR stock price target to $175 from $130, maintaining a Buy rating. The company's Bitcoin-focused strategy benefits from improving crypto market conditions.
#Stock #Bitcoin #strategy #target
18 days ago
MDB's Atlas platform grew 29% YoY and free cash flow surged 308% to $493M, driving 31 of 40 **** ysts to rate shares a Buy.
MDB trades at an 8.63x price-to-sales ratio versus SNOW's 12.28x, suggesting valuation upside if September 1 earnings execution holds.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and MongoDB didn't make the cut. Grab the names FREE today.
MongoDB (NASDAQ:MDB) has had a turbulent first half of 2026. But since the end of June, the stock has rallied and is now up more than 14% since July 1. In just the past month, shares have gained 32.46% but remain well off the 52-week high of $473.10.
Analysts' consensus target is $441.75 versus a share price of $410.24 on Tuesday, Aug. 25, reflecting cautious optimism. Here's what investors will want to watch in the lead-up to MongoDB's Q2 2027 earnings report on Sept. 1.
#atlas
MDB trades at an 8.63x price-to-sales ratio versus SNOW's 12.28x, suggesting valuation upside if September 1 earnings execution holds.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and MongoDB didn't make the cut. Grab the names FREE today.
MongoDB (NASDAQ:MDB) has had a turbulent first half of 2026. But since the end of June, the stock has rallied and is now up more than 14% since July 1. In just the past month, shares have gained 32.46% but remain well off the 52-week high of $473.10.
Analysts' consensus target is $441.75 versus a share price of $410.24 on Tuesday, Aug. 25, reflecting cautious optimism. Here's what investors will want to watch in the lead-up to MongoDB's Q2 2027 earnings report on Sept. 1.
#atlas
18 days ago
When ****** sing the leaders of the artificial intelligence (AI) boom, Nvidia Corporation (NVDA) continues to be the most challenging stock for investors to bet against. Wolfe Research, an independent equity research firm, has reinforced this view by selecting Nvidia as its top AI semiconductor pick ahead of the company's upcoming earnings report.
Analyst Chris Caso remains "broadly bullish" on AI semiconductor stocks, particularly as major technology companies continue to commit enormous amounts of capital to AI infrastructure. The firm said the broader AI semiconductor backdrop remains strong, pointing to upward revisions in capital expenditure and supportive supply-chain data as signs that spending on AI infrastructure is still accelerating.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
Fabrinet Just Lost Billions in Market Value Due to Nvidia. Here's Why the Reaction Is Overdone.
#semiconductor #Research #stocks
Analyst Chris Caso remains "broadly bullish" on AI semiconductor stocks, particularly as major technology companies continue to commit enormous amounts of capital to AI infrastructure. The firm said the broader AI semiconductor backdrop remains strong, pointing to upward revisions in capital expenditure and supportive supply-chain data as signs that spending on AI infrastructure is still accelerating.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
Fabrinet Just Lost Billions in Market Value Due to Nvidia. Here's Why the Reaction Is Overdone.
#semiconductor #Research #stocks
19 days ago
KLAC dropped 14% in a month despite holding 6x the process-control market share of its nearest rival and raising its advanced-packaging revenue guidance over 70%.
KLAC has outpaced SPY with a 52% year-to-date gain yet trades nearly 40% below its 52-week high with zero **** yst sell ratings among 29 covering the stock.
CEO Rick Wallace sold 87,568 shares at $199 and a China export-control escalation remains the single risk that could invalidate the bull thesis outright.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and KLA didn't make the cut. Grab the names FREE today.
At $183.99, KLA Corporation (NASDAQ:KLAC) looks compelling at current levels. The stock has fallen 14.2% over the past month even as management raised its outlook on the two fastest-growing corners of the semiconductor equipment market, creating a rare dislocation in a stock that rarely goes on sale.
#month #control #analyst
KLAC has outpaced SPY with a 52% year-to-date gain yet trades nearly 40% below its 52-week high with zero **** yst sell ratings among 29 covering the stock.
CEO Rick Wallace sold 87,568 shares at $199 and a China export-control escalation remains the single risk that could invalidate the bull thesis outright.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and KLA didn't make the cut. Grab the names FREE today.
At $183.99, KLA Corporation (NASDAQ:KLAC) looks compelling at current levels. The stock has fallen 14.2% over the past month even as management raised its outlook on the two fastest-growing corners of the semiconductor equipment market, creating a rare dislocation in a stock that rarely goes on sale.
#month #control #analyst
19 days ago
AppLovin's first revenue miss in four quarters triggered a 54% year-to-date collapse despite 52% revenue growth and an 84% adjusted EBITDA margin.
UBS ***** yst Stephen Ju targets APP at $790, implying 158% upside, even as TTD cratered on its own Q2 revenue miss.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AppLovin didn't make the cut. Grab the names FREE today.
AppLovin (NASDAQ:APP) trades at $305.77, while the average Wall Street ***** yst target sits at $526.39. That gap implies roughly 72% of upside if the Street is right, and one bank thinks the disconnect is far wider.
AppLovin runs an AI-powered mobile advertising platform built around its AXON recommendation engine, which places ads inside mobile games and increasingly in e-commerce and consumer apps. Wall Street focuses on two factors: extraordinary margins (an 84% adjusted EBITDA margin in the latest quarter) and management's belief the auction technology can compound revenue at roughly 30% annually long term.
#revenue #analyst #upside
UBS ***** yst Stephen Ju targets APP at $790, implying 158% upside, even as TTD cratered on its own Q2 revenue miss.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AppLovin didn't make the cut. Grab the names FREE today.
AppLovin (NASDAQ:APP) trades at $305.77, while the average Wall Street ***** yst target sits at $526.39. That gap implies roughly 72% of upside if the Street is right, and one bank thinks the disconnect is far wider.
AppLovin runs an AI-powered mobile advertising platform built around its AXON recommendation engine, which places ads inside mobile games and increasingly in e-commerce and consumer apps. Wall Street focuses on two factors: extraordinary margins (an 84% adjusted EBITDA margin in the latest quarter) and management's belief the auction technology can compound revenue at roughly 30% annually long term.
#revenue #analyst #upside
19 days ago
JNJ trades at $270, inches from its $276 52-week high, with raised guidance and FDA robotic approval already priced into **** yst consensus.
JNJ's 32% YTD gain nearly triples SPY's 12% return, yet a trailing P/E of 31 leaves little margin for earnings disappointment.
Tremfya surged 71% and Darzalex topped $4 billion in Q2, but Stelara's 56% decline continues to pressure free cash flow toward a $21 billion target.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Johnson & Johnson didn't make the cut. Grab the names FREE today.
At $270.24, Johnson & Johnson (NYSE:JNJ) is a hold. The stock has run to within striking distance of its 52-week high of $276.47 after a raised guide and robotics approval, and the setup at this price deserves careful consideration rather than a reflexive chase.
#raised #analyst
JNJ's 32% YTD gain nearly triples SPY's 12% return, yet a trailing P/E of 31 leaves little margin for earnings disappointment.
Tremfya surged 71% and Darzalex topped $4 billion in Q2, but Stelara's 56% decline continues to pressure free cash flow toward a $21 billion target.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Johnson & Johnson didn't make the cut. Grab the names FREE today.
At $270.24, Johnson & Johnson (NYSE:JNJ) is a hold. The stock has run to within striking distance of its 52-week high of $276.47 after a raised guide and robotics approval, and the setup at this price deserves careful consideration rather than a reflexive chase.
#raised #analyst
