We raised our Broadcom price target after a stock pop that was all about the conference call
Broadcom on Thursday evening reported a strong quarter and a solid guide. But the stock really got going…
Nvidia shares fall on a strong but not impenetrable quarter. There’s still so much to like
Nvidia delivered a better-than-expected quarterly results Wednesday night, but a few blemishes in the report — at least…
Is the activist heat on Salesforce ramping back up? The market sure thinks so
Shares of Salesforce rallied Friday as Wall Street bets that activist pressure may again help revive an otherwise…
Cisco Systems deserves more respect in AI, and its quarterly results prove it
Cisco Systems on Wednesday evening beat Street estimates on both the top and bottom line with its fiscal…
We’re upgrading our rating on Disney thanks to a misguided market reaction to earnings
Disney shares are under pressure Wednesday after the entertainment giant reported mixed quarterly results. We think it’s an…
We’re raising our Meta price target big time after a stellar quarter and an incredible guide
Meta Platforms shares soared Wednesday evening after the social media juggernaut delivered what can only be described as…
Microsoft’s monster quarter and strong outlook cements its status as an AI leader
Microsoft shares surged in extended trading on Wednesday after the tech giant reported strong quarterly results, fueled by…
The market is getting Dover’s earnings all wrong. Here’s what the sellers are missing
Dover shares fell Thursday despite reporting better-than-expected second quarter results and raising its full-year outlook. We think the market…
We’re raising price target on GE Vernova by $150 after blowout earnings
GE Vernova shares rallied more than 15% to a new all-time high Thursday after the power equipment maker…
It’s all about the guidance
Shares of Abbott Laboratories fell Thursday after the diversified health-care company delivered a solid second quarter but left…