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Wells Fargo
42 posts
Cracker Barrel ($CBRL) soars on a surprise profit as its turnaround finally shows real traction
Cracker Barrel soared on a surprise adjusted profit of $0.29 versus an expected loss and a raised EBITDA outlook, signaling its turnaround is gaining real traction.
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.
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.
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.
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?
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.
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.
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.
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.
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.