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AAPL's iPhone Duo could drive upgrades and deepen ecosystem engagement, supported by strong iPhone sales, AI gains and Services growth.
Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]
Jensen Huang rebuffed AI catastrophe warnings while highlighting massive infrastructure demand as key growth drivers.
Director Aaron Alt recently increased his stake in Keurig Dr Pepper Inc (KDP), purchasing 7,862 shares on 2026-08-25, according to a SEC Filing. Following this
The author rates Uber (UBER) as a buy with a fair value of $130 per share, citing strong gross bookings and margin growth. Key drivers include advertising and Uber One memberships, as well as the strategic acquisition of Delivery Hero, which is expected to expand Uber's market and generate significant synergies. Despite regulatory and competitive risks, the author is bullish due to margin expansion and free cash flow.
Fox Corporation grows aggressive via Roku and possible News Corporation reunion; explore merger hurdles and synergy questions. Click for more.
On August 20, Deere & Company (NYSE:DE) held its third quarter fiscal 2026 earnings call, and the headline number told a story its largest division couldn't.
Deere & Company, one of the world’s largest farm and construction equipment manufacturers, posted its first year-over-year profit increase since 2023, driven by surging demand for construction machinery even as the farm equipment cycle remained weak. The Moline, Illinois-based company reported net income of US$1.38 billion, or US$5.10 per diluted share, for the fiscal third quarter ended August 2, up from US$4.75 per share a year earlier. Total net sales and revenues rose five per cent to US$12.61 billion, topping Wall Street estimates of US$10.81 billion.
While CBRE Group has underperformed relative to the broader market over the past year, Wall Street analysts remain bullish about the stock’s prospects.
Gen Digital (US3687361044) reported a strong Q1 FY27 with $1.34 billion in revenue and $0.71 EPS, beating consensus estimates. The company also raised its FY27 EPS guidance to $2.87-$2.97 and maintained a robust business model centered on consumer cybersecurity brands like Norton and Avast. Analyst price targets have increased, indicating a positive outlook despite the stock trading slightly below its 1-year high.
Elevation Point Wealth Partners LLC has made a new $4.18 million investment in Gen Digital Inc. by purchasing 168,053 shares during the second quarter. This move comes as institutional investors now own 81.38% of the company, and Gen Digital has reported strong quarterly earnings exceeding expectations. Analysts currently maintain a consensus "Hold" rating for the stock, with an average price target of $31.67.
Landscape Capital Management L.L.C. recently acquired 103,131 shares of Gen Digital Inc. (NASDAQ:GEN) valued at approximately $2.567 million. This comes as other institutional investors have also adjusted their positions in the cybersecurity company. Gen Digital reported strong Q2 earnings, beating analyst estimates, and announced a quarterly dividend.
Martin & Co. Inc. TN has made a new investment in Gen Digital Inc. (NASDAQ:GEN), purchasing 168,213 shares valued at approximately $4.187 million in the second quarter. Other institutional investors also increased their stakes in the cybersecurity company, which currently holds a "Hold" consensus rating from analysts with a target price of $31.67. Gen Digital recently announced a quarterly dividend of $0.125 per share and reported strong Q2 earnings, exceeding analyst estimates.
Gen Digital's stock is holding steady near $29, supported by strong Q1 fiscal 2027 earnings and a confirmed dividend. The cybersecurity company reported revenue of $1.34 billion and normalized EPS of $0.71, surpassing expectations. With a market capitalization of $17.32 billion and a P/E ratio of 16.79, the stock offers a moderate valuation and a 1.73% dividend yield, appealing to investors seeking both growth and income.
Callan Family Office LLC has acquired a new stake of $1.04 million in Gen Digital Inc. (NASDAQ:GEN) during the second quarter, purchasing 41,725 shares. This comes as Gen Digital reported strong quarterly results, surpassing expectations with $0.71 adjusted EPS and $1.34 billion in revenue, a 6.3% increase year-over-year. Despite the positive financial performance and institutional investors owning 81.38% of the company, analysts maintain a "Hold" rating with a target price of $31.67, while company insiders have sold approximately $6.17 million worth of shares in the past three months.
Korea Investment CORP has acquired a new position in Gen Digital Inc. (NASDAQ:GEN) worth approximately $3.98 million, purchasing 159,789 shares. This investment joins other institutional investors, bringing their total ownership in the company to 81.38%. Gen Digital exceeded quarterly expectations with adjusted EPS of $0.71 and revenue of $1.34 billion, representing a 6.3% year-over-year increase, and analysts maintain a consensus "Hold" rating with an average price target of $31.67.
Paradigm Capital Management Inc. NY has acquired a new stake of 36,000 shares in Gen Digital Inc. (NASDAQ:GEN) valued at approximately $896,000 during the second quarter. This move is part of broader institutional interest, with several other firms also adjusting their positions in the cybersecurity company. The article also details recent insider stock sales, analyst ratings, and the company's financial performance.
Gen Digital Inc.'s stock reached a new 52-week high of $30.62, currently trading at $30.65 with a market capitalization of $18.26 billion. The company has shown significant momentum with a 36% return over the last six months and exceeded Wall Street forecasts for its fiscal first quarter, reporting adjusted earnings of $0.71 per share and revenue of $1.34 billion. InvestingPro analysis suggests the stock remains undervalued despite its recent gains.
Kendall Capital Management has acquired a new stake in Gen Digital Inc., purchasing 197,625 shares valued at approximately $4.92 million. This move comes as several other institutional investors have also adjusted their positions in the cybersecurity company. Analysts currently have a "Hold" consensus rating on Gen Digital, with a target price of $31.67.
B. Metzler seel. Sohn & Co. AG has acquired 186,155 shares of Gen Digital Inc. worth approximately $4.6 million in the second quarter. This move is part of broader institutional investor activity, with several firms adjusting their stakes in Gen Digital. The cybersecurity company reported strong Q2 earnings, beating analyst expectations, and maintains a "Hold" rating from analysts with a consensus price target of $31.67.
Danske Bank A S has significantly invested in VICI Properties Inc. (NYSE:VICI), acquiring 2,295,746 shares valued at approximately $60.95 million in the second quarter. This investment makes Danske Bank A S a 0.21% owner of the company. Other institutional investors have also made new positions in VICI Properties, which currently has a consensus "Hold" rating from analysts with a price target of $31.29.
B. Metzler seel. Sohn & Co. AG recently acquired a new position in Tractor Supply Company (NASDAQ:TSCO) worth approximately $1.45 million, purchasing 45,722 shares. This comes amidst other institutional investor activity, with companies like BlackRock Inc. and Norges Bank also making significant investments. The article details Tractor Supply's stock performance, recent earnings, dividend announcement, insider stock acquisitions, and varying analyst ratings.
VICI Properties Inc. (VICI) saw its stock rise by 1.78% on Wednesday, closing at $26.37. This performance outpaced the broader market, as the S&P 500 Index gained 0.21% and the Dow Jones Industrial Average increased by 0.22%. The stock's gain ended a two-day losing streak for the company.
Man Group plc has acquired a new stake in VICI Properties Inc. (NYSE:VICI), purchasing over 11.9 million shares valued at approximately $318.2 million. This acquisition makes Man Group plc one of many institutional investors increasing their positions in VICI Properties, which now sees 97.71% of its stock owned by institutional investors. The article also details VICI Properties' recent financial performance, dividend announcements, and current analyst ratings.
Waste Management offers a compelling blend of income and growth but trades at a 28x forward P/E, limiting margin of safety. Click to know more about WM.
Trust Co. of Vermont recently acquired 30,592 shares of Waste Management, Inc. (NYSE:WM) worth approximately $6.8 million, highlighting continued institutional interest in the company. Waste Management reported strong quarterly earnings, beating EPS estimates, and its stock shows a generally positive outlook from analysts with a "Moderate Buy" consensus. Despite a relatively high earnings multiple, major institutional investors collectively own 80.4% of the company.
Best Buy (BBY) stock has seen a 36.0% return over the past three years but still appears undervalued, trading at a P/E of 15.8x compared to its industry average of 19.0x and a fair ratio of 18.1x. Upcoming Q2 results will test recent optimism, as analysts and investors debate whether current valuations reflect improving expectations or if there's further upside potential. The company's narrative includes potential margin boosts from new profit streams versus threats from e-commerce competition.
Best Buy Co. (NYSE: BBY) is expected to report Q2 2027 earnings of $1.37 per share on revenue of $9.59 billion on August 27, 2026. This forecast indicates a 7% increase in EPS and a 1.57% increase in revenue year-over-year, suggesting improving profitability driven by margin expansion. Investors will be closely watching for details on sustainable growth factors, comparable store sales, and management's guidance for the remainder of fiscal 2027.
B. Metzler seel. Sohn & Co. AG acquired 14,613 shares of Best Buy Co., Inc. (NYSE:BBY) valued at approximately $1,109,000 during the second quarter. This move is part of broader institutional investor activity, with several firms increasing their stakes in the technology retailer. Best Buy recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend, while facing some insider stock sales and varied analyst ratings.
Elevation Point Wealth Partners LLC has purchased 43,127 shares of Best Buy Co., Inc. (NYSE:BBY) during the second quarter, valued at approximately $3.27 million. This move is part of broader institutional investor activity in Best Buy, with other firms also adjusting their stakes in the technology retailer. The article also provides details on Best Buy's recent earnings, dividend announcement, stock performance, and analyst ratings.
EP Wealth Advisors LLC has made a new investment in Best Buy Co., Inc., purchasing 23,015 shares valued at approximately $1,746,000 during the second quarter. Other institutional investors also adjusted their positions in Best Buy. The article details Best Buy's stock performance, recent earnings, dividend announcement, and insider trading activity, alongside analyst ratings.
Best Buy Co Inc (BBY) Analyst Rating Update On October 20, 2023, UBS maintained a Neutral rating on Best Buy Co (BBY) while increasing the price target from
On August 27, 2026, Best Buy Co Inc (BBY) shares fell 4.4% to a current price of $83.56. This decline continues a downward trend seen over the past month, where
On August 26, 2026, we delve into the DCF analysis for AutoZone Inc (AZO), a company that has seen a challenging year with a significant decline in its stock pr
Two decades separate the sale from the repurchase. This month, the company agreed to let three more businesses go.
Over the past year, Axon Enterprise has failed to outpace the broader market; despite that, analysts remain highly bullish about the stock's prospects.
Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week's pick: American Express Company (AXP). Profile American Express is one of the world's leading payments and financial services companies, operating a globally recognized closed-loop payments network connecting cardmembers, merchants, and businesses. Unlike many traditional card issuers, American
Avery Dennison Corporation (NYSE:AVY) has received a consensus "Moderate Buy" rating from nine brokerages, with an average 12-month price target of $201.22. The company recently surpassed quarterly expectations with $2.89 EPS and $2.46 billion in revenue, also declaring a quarterly dividend of $1.00 per share. Institutional investors hold a significant 94.17% of the stock.
Ares Management has notably underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
Atmos Energy has underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.
Atmos Energy (NYSE:ATO) posted year-to-date fiscal 2026 net income of $1.2 billion, or $7.33 per diluted share, a 14.5% increase over the prior-year period, according to the company's Q3 2026 earnings...
Ares Management Corporation (ARES) announced a quarterly dividend of $1.35 per share for its Class A and non-voting common stock. The dividend is payable on September 30, 2026, to shareholders of record as of September 16, 2026. This announcement highlights the company's commitment to returning value to its shareholders.
Alexandria Real Estate Equities, Inc. analysis: leasing headwinds and biotech exposure drive a 30% drop, yet ARE trades cheap (7x P/FFO). Click for an update.
Alexandria Real Estate has underperformed the broader market over the past year, and analysts remain skeptical about the stock’s prospects.
Aptiv PLC (APTV) J.P. Morgan Automotive Conference August 12, 2026 8:10 AM EDTCompany ParticipantsKevin P.
AppLovin (APP) Analyst Rating Update On October 30, 2023, AppLovin (APP) received a rating update from Needham analyst Bernie McTernan, who maintained a 'Buy
On August 25, 2026, AppLovin Corp (APP) shares rose 4.0% to a current price of $310.54. Despite today's positive movement, the stock has experienced significant
Apollo Global Management reported record fee-related earnings of $785 million in the 2Q, up 25% YoverY, with FRE margins expanding to 58.5%. Learn more about APO stock here.
On August 27, 2026, Apollo Global Management Inc (NYSE: APO) announced a strategic collaboration with KKR to accelerate the growth of Atlantic Aviation, a leadi
Linde (NASDAQ:LIN) just locked in one of its biggest electronics bets yet.
2026-08-18. The following slide deck was published by APA Corporation in conjunction with this event.
On August 26, 2026, we delve into the DCF analysis for Aon PLC (AON), a company currently trading at $354.83. Despite a year-to-date increase of 1.3%, Aon has e
Aon plc said U.S. employer health care costs are projected to rise 9.5% in 2027, pushing average costs above $19,000 per employee. The projection would mark the fourth consecutive year of elevated health care cost increases approaching double digits. In...
On August 26, 2026, Arista Networks Inc (ANET) shares rose 5.9%, closing at $202.25. This upward movement is part of a broader positive trend, with the stock ha
Arista Networks Inc (ANET) has recently captured the attention of investors and financial analysts alike, driven by its robust financial standing and strategic
On August 28, 2026, Amazon.com Inc (AMZN) shares rose 4.0% to $266.43. This price movement occurs within a 52-week range of $196.00 to $287.20, reflecting a sig
Ameriprise Financial stock is a "Buy" near a $625 target, backed by strong Q2 growth, margin expansion, AI efficiencies, and buybacks. Click for more on AMP stock.
On August 26, 2026, we conducted a DCF analysis for Ameriprise Financial Inc (AMP), which has shown a notable price performance with a year-to-date increase of
AMETEK, Inc. (AME) announced on August 26, 2026, the successful completion of its previously announced acquisition of a portfolio of instrumentation businesses
On August 26, 2026, we conducted a DCF analysis for AMETEK Inc (AME), a company that has shown strong price performance over the past year. Despite a recent dip
On August 28, 2026, AMETEK Inc (AME) shares fell 3.0% to $236.25, continuing a downward trend over the past month. The stock has experienced a 52-week range bet
Past performance isn't guaranteed to repeat itself, but it's certainly apt to rhyme when the reasons for that performance remain the same.
ONEOK (OKE) stock rose 3.4% due to a new investor update and continued positive momentum from strong second-quarter results and raised 2026 guidance. Investors are also considering near-term third-quarter benefits like stronger refined product volumes and contributions from completed projects. Analyst sentiment has also improved, with Morgan Stanley increasing its price target.
Rajesh Kalathur, a director at American Tower (NYSE:AMT), recently acquired 2,829 shares of the company's stock for $500,733, increasing his direct ownership by 57.31%. This insider buying follows a strong quarterly earnings report where American Tower beat analyst EPS estimates and saw revenue growth. Analysts currently rate American Tower as a "Moderate Buy" with an average target price of $215.29.
On August 26, 2026, The Kraft Heinz Company (ticker: KHC) announced its upcoming move from Nasdaq to the New York Stock Exchange, effective September 14. This s
On August 26, 2026, The Kraft Heinz Company (ticker: KHC) announced its plan to transfer its common stock listing from NASDAQ to the New York Stock Exchange (NY
This Morning Squawk newsletter highlights five key pre-market topics for investors. All eyes are on Nvidia's earnings report, with concerns about customer concentration and potential market implications. Other key stories include Canada's retaliatory tariffs against the U.S., a proposed joint shipping route through the Strait of Hormuz, planned changes at the FDA, and Waymo's expansion into its third international market, Germany.
Prediction market traders on Polymarket are placing a 97% probability on Nvidia beating Wall Street's profit forecasts for its upcoming earnings report. Despite this confidence, Nvidia's stock recently snapped a seven-day losing streak, highlighting investor sensitivity. The market is also keenly focused on the company's guidance for the next quarter, particularly regarding new accelerator platforms and customer purchasing behavior amidst concerns about AI infrastructure returns.
Casey's General Stores (CASY) Analyst Rating Update On %B %d, %Y, UBS maintained a 'Neutral' rating on Casey's General Stores (CASY), with a price target red
On August 27, 2026, we conducted a DCF analysis for Xcel Energy Inc (XEL), a utility company that has shown a mixed price performance recently. The stock has ex
Xcel Energy is well positioned for AI-driven energy demand, underpinned by stable revenues and strong EBIT growth. Learn more on XEL stock here.
VeriSign, Inc. (VRSN) announced on August 27, 2026, that it will increase the registry-level wholesale price for new and renewal .net domain names from $10.91
On August 27, 2026, VeriSign Inc (NASDAQ: VRSN) announced a planned increase in the wholesale registry price for new and renewed .net domain names, raising the
On August 24, 2026, Linda Rice, a director of Omnicom Group Inc (OMC), sold 1,385 shares of the company's stock, according to a recent SEC Filing. Following the
Weyerhaeuser Company (WY) announced today that it has posted updated presentation materials to the Investors section of its website. The company expects to use
The article analyzes brokerage recommendations for JPMorgan Chase & Co. (JPM), noting its average brokerage recommendation (ABR) of 2.00, indicating a "Buy." However, it cautions against relying solely on ABR due to inherent biases of brokerage firms, instead recommending validation with the Zacks Rank. The Zacks Rank, which is driven by earnings estimate revisions, currently rates JPM as a "Buy" (Zacks Rank #2), aligning with the ABR.
JPMorgan Chase is reportedly easing its strict policy on share-backed loans for employees and early investors in newly listed companies, particularly those in the AI sector. This move, highlighted by their willingness to lend against SpaceX shares earlier than usual, indicates the bank's strategy to attract wealth generated by the booming artificial intelligence industry. While JPMorgan maintains its policy hasn't changed, this flexibility allows them to compete with other banks that typically have shorter waiting periods.
Wall Street is keenly awaiting Nvidia's earnings not just for the company's performance, but as a critical indicator of the broader AI market's health and investor sentiment. Despite projecting strong financial results for Q2, concerns persist regarding the sustainability of AI spending amidst high inflation, rising interest rates, and geopolitical risks. Investors will closely watch CEO Jensen Huang's commentary on capital spending by major customers, future demand, new financing deals, and the impact of price increases on AI chips to gauge the ongoing strength of the AI trade.
Nvidia's upcoming earnings report is highly anticipated by the market due to the company's pivotal role in the AI industry. Analysts expect strong growth in adjusted earnings and revenue, but investor satisfaction hinges on whether the beat is substantial enough. Concerns about customer concentration and the impact of other companies developing their own chips will also be key topics in the CEO's commentary.
The S&P 500 is on pace to finish Thursday with a healthy gain of 0.77% as of this writing; however, it's a thin rally.
