Browsing Tag
UBS Group
3 posts
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.
CAR Group (ASX: CAR) climbs 4.77% to A$27.26 as oversold classifieds rebound from AI-driven selling
CAR Group trades at half of UBS Group's A$39.60 target while growing earnings double digits. The AI disruption thesis is starting to look overdone.
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.