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JPMorgan
42 posts
Argan (NYSE: AGX) record Q1 FY27 print runs into the data center power debate
Argan (NYSE: AGX) just printed 50 percent revenue growth on AI data center power demand. The real test is whether the USD 2.8B backlog converts cleanly.
Seagate Technology (STX) rallies again as AI storage demand fuels a wave of $1,000 price targets
Seagate Technology (STX) rallies about 9% as AI storage demand and analyst targets up to $1,090 lift the stock, though valuation has run hot. Full analysis.
e.l.f. Beauty (NYSE: ELF) leans on rhode and Hailey Bieber as core growth stalls
e.l.f. Beauty (NYSE: ELF) is posting record sales, but its core brand has stalled and tariffs squeeze margins. Hailey Bieber's rhode is now the engine.
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.
Should retail investors buy ING Groep (INGA) at €26 ahead of Q2 2026 results?
ING beat Q1 estimates and launched a €1bn buyback. But a €94m Iran war credit overlay is the line analysts are not pricing.
Magnum Ice Cream (NYSE: MICC) jumps 10.9% on Blackstone and CD&R takeover talk just five months after the Unilever spinoff
Magnum spun out of Unilever at 7.8 billion euros. Froneri sold at 15 billion. Blackstone and CD&R are watching. The summer ice cream season decides the bid.
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.
RELX (LSE: REL) gains 1.2% as relief bounce builds after AI-driven 12.7% ten-day slide
Anthropic's legal AI tool wiped 15% off RELX in a day. Six months later, the question is whether the market has overpriced the disruption or underpriced it.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
Scout24 (ETR: G24) stock pops as ImmoScout24 owner unveils Agentic OS and lifts targets
Online classifieds are supposed to be losing to AI. Scout24 just turned that thesis around with immo.ai, an Agentic OS, and a 64% margin target by 2028.