Browsing Tag
Barclays
37 posts
Quantinuum IPO oversubscribed as Honeywell-backed quantum firm targets a $12.7bn valuation
Quantinuum's IPO is oversubscribed many times over at a $12.7B target valuation on just $31M of revenue, as Honeywell unlocks value and the quantum trade heats up.
Sensata Technologies downgraded to equal weight by Barclays after ST nearly doubles in a year
Barclays cut Sensata Technologies to equal weight after ST nearly doubled in a year, even as it raised the target to $53. The turnaround now looks priced in.
Can Warner Bros. Discovery’s $10bn loan package calm debt concerns before the Paramount merger?
Warner Bros. Discovery’s $10B loan package exposes the debt test behind the Paramount merger. Read why media consolidation is getting harder.
Analog Devices (ADI) delivers 37% revenue growth and doubles operating income, third quarter outlook tops Street
ADI posts record $3.62B Q2 FY26 revenue, doubles operating income, raises Q3 outlook to $3.9B, and bets $1.5B on Empower for AI power delivery. Read more.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
Beazley (LSE: BEZ) edges up 0.04% on Friday with Zurich scheme on glide path to court sanction and H2 completion
Beazley shareholders voted 99.9% in favour. Zurich keeps buying at 1,280p. The court hearing is next. The 2.3% arbitrage spread is the last word on this deal.
HubSpot (NYSE: HUBS) rebounds from the AI pricing reset as retail bets on a Q2 turnaround
HubSpot beat on every Q1 line and still lost a fifth of its market cap in a week. The real question is whether AI pricing fixes the moat or breaks the model.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Lloyds (LSE: LLOY) drops 3.6% on FTSE 100’s heaviest volume as gilt yields and politics hit UK banks
Lloyds was the heaviest-traded stock on the FTSE 100 today with no company news. Gilt yields at 30-year highs and a Starmer crisis did the work instead.
BASF (ETR: BAS) heads into a defining 18 months: Ag Solutions IPO, Verbund China ramp, and a dividend under pressure
BASF is running three transitions at once. Agriculture IPO in 2027, Verbund China just opened, Coatings on the block. Retail investors are paying for all three.