Uber closes ranks with a $15 billion Delivery Hero buyout, leaving only two global delivery players standing. Here's what it means for DoorDash.
Wall Street sees 33% upside on Synopsys stock. TIKR's model sees 82%. Both can't be right.
Starbucks just closed a $13 billion China joint venture that management says will lift margins as the deal scales toward 1,500 cities nationwide.
Normalized EPS jumps 392% this quarter. Lockheed Martin stock still trades 18% below Wall Street's $608 mean target. So, what's next?
Capital One stock trades 23% below analysts' $258 target while normalized EPS is set to reaccelerate 27% in Q4. Here's the fuller picture.
CVS Health's payout ratio dropped to 29% while the quarterly dividend held at $0.67 for eight straight quarters. The yield fell to 2.47%.
Cisco's payout ratio just fell to 49% from 74% two years ago, even as the dividend climbed to $0.42 a share.
Texas Instruments free cash flow hit $4.4 billion trailing 12 months, more than double last year's $1.7 billion. The dividend followed.
Union Pacific's payout ratio sits at 48% after adjusted EPS grew 9%. The dividend has room most stocks never get.
Nucor's payout ratio just fell to 17% after a record 7-million-ton quarter, and the yield sits at 1.0%. Here's what the dividend data shows.
Applied Materials just posted its highest gross margins in 25 years. The Street's $619 target barely reflects it.
Chevron's free cash flow fell to -$1.55 billion in March, its first negative quarter since 2020. Consensus already expects a $13 billion rebound.
Wall Street sees 22% upside it has not repriced yet. Here's why Walmart stock hasn't caught up to its own analysts.
Caterpillar just tripled its engine capacity plan. The Street's revenue estimates haven't caught up yet, so, is it a buy now?
Carvana's EBITDA grew 38% even as margin dipped. TIKR's model still sees a $154 target and 119% upside.
Quanta Services just raised guidance past its own beat. The $48.5 billion backlog explains why the Street may still be behind.
TIKR targets Lowe's stock at $306 by 2031. The dividend record behind that call is anything but smooth.
The FDA's looser vape policy could put 200 new products on shelves, threatening the cigarette rebound behind Altria stock's EPS growth.
Arista Network's guide jumped to $11.5 billion, but the stock still fell 13% after hours. The Street's target is only now catching up.
Exelon's payout ratio hit 104% last June, then fell to 47% by March. Here's what that swing means for the dividend.
Qualcomm just doubled its 2029 revenue target to $40 billion. The Street's model hasn't fully caught up.
467% upside, one unsecured $1 billion supply gap. Arm's model target and its AGI CPU order book are on a collision course.
Verizon just banked $625 million from a BT joint venture. What a $69 TIKR target says happens next.
NextEra Energy stock's dividend jumped to $0.62 a share while its payout ratio settled at just 59.6%. Here's what that combination signals.
Dominion Energy stock's yield fell to 3.82% this month. TIKR's model still sees $93 ahead, but whose dividend policy gets you there is now the real question.
AEP Stock's payout ratio swung from 137% to 41% in a single year before settling at 60%, even as the quarterly dividend climbed to $0.95.
The Street's target keeps falling, but Coinbase's own cost cuts and new products tell a different story.
Wall Street sees 12% upside in Thermo Fisher stock. TIKR's model sees 54%. One of these numbers is missing the Clario story.
