Analyst Color

Counterpoint Research analyst Kevin Li said NVIDIA Corp (NASDAQ:NVDA) is positioning itself as a full autonomous driving ecosystem player through its "Three Computers and A Five-Layer Cake" strategy, combining AI training, simulation, in-vehicle computing and software tools to support every stage...

(Editor’s note: The future prices of benchmark tracking ETFs, and the headline, the lede and the economic were updated in the story.) U.S. stock futures rose on Friday after Thursday’s declines. This followed an exchange of fire near the Strait of Hormuz between the U.S. and Iranian...

Nvidia Corp. (NASDAQ:NVDA) reports first-quarter fiscal 2027 results on May 20, and Goldman Sachs is already looking past the company's jaw-dropping $1 trillion AI revenue target. The chipmaker has told investors it expects $1 trillion in cumulative revenue from its Blackwell, Blackwell Ultra and...

Applovin Corp (NASDAQ:APP) is soaring Thursday after the company beat analyst estimates with first-quarter financial results Wednesday. Here's what analysts are saying about the results and the company's guidance. The Applovin Analysts Bank of America Securities analyst Omar Dessouky reiterated a...

Shares of ServiceNow, Inc. (NYSE:NOW) are trading higher on Thursday. Several analysts revised their price forecast on the stock following the company’s strong growth outlook for 2030. AI Growth Strategy Gains Momentum This week, the company outlined a path to more than $30 billion in annual...

Entrada Therapeutics, Inc. (NASDAQ:TRDA) stock is trading lower on Thursday as the stock reacts to news regarding its clinical trial data in Duchenne muscular dystrophy patients. Phase 1/2 Data Falls Short Of Investor Expectations The company on Thursday released topline data from Cohort 1 of the...

Earlier this year, Recursion Pharmaceuticals Inc (NASDAQ:RXRX) initiated discussions with the FDA for the design of a registrational study for its experimental drug REC-4881 in familial adenomatous polyposis (FAP), which represents a new way of treating this rare genetic condition without immediate...

The Walt Disney Company (NYSE:DIS) stock is trading higher this week after beating analyst estimates for revenue and earnings per share in the second quarter. One analyst said the report showed upside in almost every business segment and represented a good start for new CEO Josh D'Amaro. The Disney...

Shares of Arm Holdings PLC (NASDAQ:ARM) were trading lower on Thursday, even after the company reported upbeat first-quarter results on Wednesday. Here are the key analyst insights: Goldman Sachs analyst James Schneider maintained a Sell rating, while raising the price target from $125 to $150....

Advanced Micro Devices, Inc (NASDAQ:AMD) strengthened investor confidence in the AI infrastructure boom after CEO Lisa Su, Bernstein analyst Stacy Rasgon, and Moor Insights & Strategy CEO Patrick Moorhead highlighted surging CPU demand, expanding AI workloads, and growing market opportunities...

Agilon Health Inc. (NYSE:AGL) shares are soaring on Thursday as the company recently announced an increase in its full-year 2026 guidance. The company operates and manages a network of independent physicians. Agilon Health Shares Rise After Guidance Increase The company announced results that...

Shares of Uber Technologies Inc (NYSE:UBER) fell in early trading on Thursday despite an upbeat first-quarter (Q1) report. Here are the key analyst insights: Goldman Sachs analyst Eric Sheridan maintained a Buy rating, while cutting the price target from $125 to $115. JPMorgan analyst Doug Anmuth...

Shares of Hut 8 Corp (NASDAQ:HUT) tanked in early trading on Thursday, after the company reported downbeat first-quarter (Q1) results. The company signed a 15-year, 352 MW (megawatt) lease at its Beacon Point campus. Needham expects it to contribute more heavily toward the back end as the lease...

(Editor’s note: The future prices of benchmark tracking ETFs, and the headline, the lede and the economic were updated in the story.) U.S. stock futures rose on Thursday after Wednesday’s record rally. This followed President Donald Trump‘s celebration of record stock market gains...

AI productivity might be a viable solution to America’s $39 trillion national debt crisis, according to a Yale Budget Lab report. However, it also warned that achieving this would require specific action from the government. Government Worker Aid May Offset Gains The study, released on...