Browsing Tag
Stifel
26 posts
Trevi Therapeutics (NASDAQ: TRVI) bets everything on two Phase 3 chronic cough trials
Trevi Therapeutics (NASDAQ: TRVI) has no revenue and is up 71%, yet its future rides on two Phase 3 cough trials that do not read out until 2027.
MongoDB (MDB) jumps 20% on a beat-and-raise as AI workloads reaccelerate its cloud database growth
MongoDB jumped 20% after a Q1 beat-and-raise, with revenue up 25%, backlog up 88%, and AI workloads moving into production. Analysts rushed to lift price targets.
Intuitive Machines (NASDAQ: LUNR) surges 11% on Cantor upgrade and Lunar Terrain Vehicle catalyst
Intuitive Machines ran 80% on a Cantor upgrade and a pending NASA contract. But the rover award just went to rivals, and the stock trades at 39x sales.
Erasca (NASDAQ: ERAS) climbs into ASCO 2026 as pan-RAS thesis gets second wind
Erasca lost half its value on an IP challenge and a trial death. Now ASCO 2026 looms, Merck is on board, and traders are positioning before the verdict.
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.
Under Armour (NYSE: UAA) sinks 17% as FY27 guide undercuts the turnaround timeline
UAA guided FY27 EPS at $0.10 against consensus of $0.23. The North America turnaround is real but slower than promised. Now Plank has to defend a $6 share price.
Ambiq Micro (NYSE: AMBQ) rips 45% on Q1 beat as edge AI demand outruns guidance
AMBQ just printed 75% Q2 growth guidance into a market modelling 36%. The on-device AI silicon thesis is suddenly the only chip trade that does not need a hyperscaler order.
MaxLinear stock surges 22% on AI optical re-rating: What MXL investors need to watch next
MaxLinear was a beaten-down broadband chip name in 2025. One quarter of optical data center revenue and the AI silicon thesis just rewrote the entire MXL story.
Tango Therapeutics (NASDAQ: TNGX) jumps 11% into May 11 earnings and pivotal pancreatic cancer data
Tango Therapeutics is up 22-fold from $1.04 in twelve months. The May 11 earnings print decides whether vopimetostat justifies the run or breaks it.
Mirum Pharmaceuticals (NASDAQ: MIRM) jumps 13% after VISTAS Phase 2b PSC win
Two Phase 2b wins in seven days. A pre-NDA meeting this summer. Mirum is starting to look less like a single-product rare disease story.