Browsing Tag
Evercore ISI
16 posts
Palo Alto Networks (PANW) rebounds 11% as AI security demand shifts investor sentiment
Palo Alto Networks shares have recovered sharply from their October sell-off, even as an actively exploited PAN-OS firewall vulnerability remains a security concern. Improving cybersecurity spending expectations and rising demand for artificial intelligence protection have changed the investor narrative, but questions over valuation and customer confidence remain.
Sleep apnoea biotech Apnimed (APMD) climbs in Nasdaq debut after upsized offering
Apnimed raised $192M in an upsized Nasdaq IPO to fund oxnimbi's launch, with the FDA's February 28, 2027 decision on the first oral OSA pill now the pivot.
Boston Scientific (BSX) Q2 2026 beats estimates as MiRus TAVR investment reshapes strategy
Boston Scientific lifted FY 2026 guidance and disclosed a $1.5B MiRus TAVR bet, but BSX trades near 52-week lows as softer Q3 growth guidance stings.
LXP Industrial (NYSE: LXP) to go private as Brookfield and CPP Investments strike $5.2bn Sunbelt logistics deal
Brookfield and CPP Investments to take LXP Industrial private at $61.20 cash in a $5.2 billion deal, with a 40-day go-shop live and LXP's 33-year dividend streak paused.
Is Parabilis Medicines’ $670m Nasdaq IPO a biotech comeback signal or a high-risk oncology wager?
Find out how Parabilis Medicines’ upsized Nasdaq IPO reshapes biotech financing, Regeneron validation and investor appetite for Helicon platform drugs now.
Quantinuum IPO closes at $1.68bn, but QNT trading shows investors want proof beyond quantum hype
Quantinuum raised $1.68bn, but QNT’s early trading asks the real question: can quantum computing turn promise into revenue?
lululemon athletica ends four-month CEO search with Heidi O’Neill appointment as LULU falls 5%
lululemon names Nike veteran Heidi O'Neill as CEO from September 8. LULU stock falls 5%. What her appointment means for the brand reset. Read more.
Nike (NYSE: NKE) at 11-year lows: Is the Swoosh a value trap or a 2027 recovery bet?
Nike (NKE) is trading at USD 42.62, near 11-year lows. Tariffs, China and a delayed turnaround have rattled investors. Here is what the next catalyst means for NKE shareholders.
Suja Life files for Nasdaq IPO as better-for-you beverage growth meets public market scrutiny
Suja Life has filed for a Nasdaq IPO. Read why its growth, debt load, brand mix, and category timing matter more than the filing itself.
IBM and ElevenLabs bring enterprise-grade voice AI to watsonx Orchestrate, targeting regulated sectors at scale
IBM integrates ElevenLabs voice AI into watsonx Orchestrate with HIPAA and PCI controls, targeting healthcare, banking, and government. Read the full analysis.