Micron's AI HBM demand drives revenue, EPS to $41.40, margins jump 25% to 45%, and fair value nears $600 within 18 months.

Stride Learning (LRN) rated a buy with 90% upside to $132.60. It saw strong enrollment (+11%) and revenue growth (+13%). See ...

Visible Alpha AI Monitor aggregates publicly traded US technology companies, providing a comprehensive measure of current ...

Market valuations for banking equities in Spain, the UK, and Ireland rise above parity in 2025 after years of trading at a ...

Amazon earns 60% from ecommerce as a K-shaped US economy and recession signs push consumers online, boosting margins. Read ...

Sprouts Farmers Market (SFM) gets a cautious Hold as growth slows, comps miss, and Aldi competition rises. Read here for an ...

SolarEdge (SEDG) stock is a BUY: improving fundamentals, DCF target $41, Europe/US tailwinds and ITC subsidies. See more ...

Motorola benefits from government ties, FedRAMP High (2025) and LMR leadership—driving recurring wins in video/command. See ...

Fincantieri has a €16 target as the backlog is 2.4x book to bill, and 88% of orders support growth, and no dividend cap ...

Heartland Express shows decade-long ROIC erosion, weak capital allocation, fleet underinvestment, losses and ~20x earnings.

Some private equity companies sold portfolio investments in 2025 that could have used more time to mature, but patience is in ...

DiDi Global initiated Overweight with 55% upside as China mobility drives cash flow margins, autonomy options, and buybacks.