Lowe's Companies (LOW) has shed 24% from its 52-week high heading into Q1 2026 earnings on May 20. Citi upgraded to Buy this week, the TIKR model points to around 59% total upside, and management has beaten EPS estimates four straight quarters. The question is whether the housing selloff has gone too far or whether the market is right to stay cautious.
Target Corporation has clawed back nearly half its losses from a brutal 52-week low, but the real test arrives May 20. CEO Michael Fiddelke made sweeping promises at the March investor day, from doubling same-day delivery memberships to the most in-store change in a decade. Now investors find out if those promises are converting into actual numbers.
Home Depot has shed nearly 30% from its 52-week high as housing stays frozen, and analysts trim targets ahead of May 19 earnings. Here's what the TIKR model says HD could be worth by 2031, and what to watch when numbers drop Tuesday morning.
Micron Technology soared to an all-time high of $818.67 this month as Deutsche Bank and DA Davidson each set $1,000 price targets. Then it pulled back 11% in three sessions. The TIKR model and the Q2 earnings call tell a more complicated story and the next 90 days will determine which side is right.
AMD CEO Lisa Su just doubled the company's server CPU market forecast to over $120 billion, and the data center business is only accelerating. The stock is up more than 110% in 2026, but the more important question is whether the earnings power behind that move has only just begun.
Coinbase has lost more than half its peak value in under a year, and Q1 gave bears fresh ammunition. But three structural shifts that landed this week alone suggest the market is still pricing the wrong company. Here's what the TIKR model says the bull case is worth.
Microsoft just moved GitHub Copilot to consumption-based pricing and restructured its OpenAI deal on terms more favorable than the market understood. The capex debate is dominating the headlines. The more important story is what happens when the seat ceiling disappears.
Ralph Lauren (RL) has fallen 16% from its 52-week high even as the brand delivers record new-customer acquisition and a freshly raised full-year outlook. With Q4 earnings due May 21 and Citi, BofA, and BTIG all reaffirming conviction, the question is whether the selloff has created a real entry point or whether tariff headwinds make the risk too high.
Figma's stock spent most of 2026 in freefall, down 86% from its post-IPO peak. Then Q1 earnings landed revenue accelerated to 46% growth, AI credit monetization beat internal targets, and the stock surged 13%. The question now is whether this is a genuine inflection or a relief rally in a broken IPO story.
Regeneron management appeared at the Bank of America Healthcare Conference and said more than most investors noticed. The MFN pricing deal protects EYLEA and EYLEA HD but not DUPIXENT, a distinction the market hasn't fully priced in. With fianlimab's pivotal melanoma data due in Q2, the next several weeks may define the stock's trajectory for the rest of 2026.
McKesson has dropped 26% from its 52-week high, punished by a revenue miss and sector-wide selling that hit peers even harder. But the profit engine held firm, the CFO just reiterated long-range targets at the upper end, and 15 of 17 analysts still see this stock going higher. The question is whether the market's fear is rational, or whether it just created a buying opportunity in one of America's most durable healthcare businesses.
S&P Global dropped another 4% after its Mobility division outlined the spin-off thesis at an Investor Day. The market sold the news. The data says that was a mistake. Here's what the transcript revealed and why 23 out of 25 analysts are still bullish.
Gilead Sciences just laid out the commercial mechanics behind three binary events arriving before December 23, 2026. Here's what the TIKR data says about GILD stock heading into year-end.
Johnson & Johnson's R&D chief mapped the company's next growth chapter at the Bank of America Global Healthcare Conference two days ago, going deeper on ICOTYDE's IBD ambitions, RYBREVANT's pivotal ASCO data, and SPRAVATO's durability than any earnings release has. Here's what the fireside chat revealed.
NVIDIA stock moved higher this week after President Trump personally added CEO Jensen Huang to his Beijing delegation, sending a signal that AI chip exports could be back on the table. With Q1 FY2027 earnings one week away and a $1 trillion order book, the question is whether the China overhang suppressing the stock is finally beginning to lift.
Applied Materials jumped 6% on May 11 after TSMC became a founding partner in its $5 billion EPIC Center, the largest U.S. semiconductor R&D investment ever. With fiscal Q2 results arriving May 14, the question is whether this partnership signals a structural re-rating or well-timed news management. Here is what the data says.
UnitedHealth has staged one of the sharpest recoveries in managed care in 2026, up nearly 47% from March lows. With Q1 margins improving and Optum Health posting $1.3 billion in adjusted earnings, the question is whether the current price already reflects the turnaround, or whether 63% more upside remains.
Fox Corporation jumped roughly 7% on May 11 after delivering record quarterly EBITDA and beating earnings estimates by more than a third. With the FIFA Men's World Cup in June and midterm political advertising building toward fall, here's what the numbers say about where FOXA goes next.
Qualcomm stock surged 42% in five trading sessions, hitting an all-time intraday high of $247.90 on May 11, 2026. Three catalysts hit in less than two weeks: a surprise data center disclosure on the earnings call, a US-China tariff truce, and a wave of analyst upgrades. The question investors are now asking is whether QCOM can justify these levels before June 24.
Piper Sandler published a 17-product-line valuation of Tesla this week and landed on a striking conclusion: at around $400 per share, the Optimus humanoid robot business costs investors nothing. Tesla closed at $445 on May 11 after jumping nearly 4%. The real question is whether the math holds and what the TIKR model says about where the stock goes from here.
Apple posted its best March quarter ever, beating estimates across every major metric and guiding far above Wall Street's expectations. Days later, Wedbush raised its price target to $400, the highest ever set on AAPL by any investment firm, calling Apple "the sleeping tech giant" of the AI era. Here's what the numbers say about where the stock goes from here.
Intel (INTC) closed at $129.44 on May 11 more than 55% above the Wall Street consensus target of around $84. A Q1 earnings report that demolished analyst estimates and a preliminary Apple chip manufacturing deal reported by the Wall Street Journal explain why the gap keeps widening.
Block stock jumped 6.72% on May 7 after posting record adjusted margins and raising its full-year guidance for the second consecutive quarter. The bigger story is what management revealed about Moneybot, Managerbot, and Neighborhoods three products that could redefine Block's network growth well into 2027 and 2028. With the TIKR model pointing to around $146 by 2030, here is whether the AI transformation is already priced in.
Dollar General fell 7.6% on May 11 as surging gas prices and record-low consumer sentiment hit the retail sector. But the same forces that scared the market may actually drive more shoppers through Dollar General's doors. Here is what the Q4 transcript and the TIKR model say about where DG could go from here.
Palantir just posted its fastest revenue growth since going public and the stock fell anyway. What the Q1 2026 earnings call revealed is a company expanding into territory competitors cannot easily enter, with a pipeline that is only now beginning to convert at scale. Here's why 2027 may be the year the market stops second-guessing the numbers.
eBay's board formally rejected GameStop's $55.5 billion takeover offer this morning, calling it "neither credible nor attractive." With the deal noise stripped away, the real question is whether eBay's Q1 momentum is enough to justify the stock at current prices.
DigitalOcean just delivered the most consequential quarter in its history, with AI customer ARR surging 221% year-over-year and 2027 revenue guidance raised to 50% growth or more. The stock has rallied sharply since early April. The question now is whether the re-rating has only just begun.
FedEx shares fell nearly 10% after Amazon opened its logistics network to third-party businesses, but the market may be reacting to the wrong story. With FedEx Freight set to trade independently on June 1, investors are about to see a hidden asset repriced. Here is what the numbers say.
