Browsing Tag
Wells Fargo
31 posts
ServiceTitan (NASDAQ: TTAN) jumps on AI growth as it raises its 2027 outlook
ServiceTitan (NASDAQ: TTAN) raised guidance on AI Max adoption and jumped, but it still loses money and trades at a premium. Growth versus profit is the test.
June 8, 2026
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.
May 29, 2026
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.
May 26, 2026
Insmed (NASDAQ: INSM) rebounds as retail eyes ATS 2026 readouts after Q1 reset
INSM bounced 11% after a 20% post-earnings reset. BRINSUPRI is launching faster than any respiratory drug in a decade. So why did the market sell the print?
May 13, 2026
Lattice Semiconductor bets $1.65bn on AMI to build secure data centre control platform
Lattice Semiconductor is paying $1.65 billion for AMI's firmware footprint inside every hyperscale server. The integration risk is the only thing standing between LSCC and a $1 billion run rate.
May 5, 2026
Arm Performix launches as Arm Holdings (NASDAQ: ARM) extends agentic AI play beyond silicon
Arm built the silicon. Now it wants to own the optimisation layer above it. Performix is free, agent-ready, and aimed squarely at the x86 migration question.
May 1, 2026
Thermo Fisher (NYSE: TMO) to offload Remel and Oxoid microbiology arm in $1bn Astorg deal
Thermo Fisher is selling a 95% recurring revenue microbiology business near its trading lows. The real question is what Marc Casper plans to do with the cash.
April 28, 2026
Meta stock price analysis 2026: Is META cheap before Q1 earnings report?
Meta Platforms (NASDAQ: META) reports Q1 2026 earnings April 29. Here is what retail investors need to know about ad revenue, tariff risks, Instagram Plus, and the AI bull case at $575.
April 14, 2026
PSEG (NYSE: PEG): Why May 5 earnings matter for utility investors
PSEG (NYSE: PEG) heads into May 5 earnings with dividend growth, nuclear cash flow, and big capex plans. Read what could drive PEG next.
April 14, 2026
Coca-Cola (NYSE: KO) earnings on April 28: What the new CEO era means for dividend investors
Coca-Cola (KO) reports Q1 2026 earnings on April 28 under new CEO Henrique Braun. Here's what retail investors need to watch on tariffs, Zero Sugar growth, and dividends.
April 12, 2026