One two-week data point on e-commerce sign-ups erased tens of billions in market value and sent AppLovin to six-month lows. The business behind the stock just posted an 85% margin quarter with no slowdown in 12 straight quarters.
PepsiCo cleared the revenue bar in Q2, then watched at least seven banks cut their price targets in two days. The stock now sits within a few dollars of its 52-week low, below 12x forward EBITDA with a 4.4% yield.
Atlassian just built the coding agents that were supposed to kill Jira into Jira itself. With the stock down 55% from its high and FY26 earnings landing August 6, here's what the launch changes and what the TIKR model says the stock is worth.
In two weeks, a half-dozen analysts pushed their Illumina price targets toward $200, far past the consensus mean that held this spring. The stock is knocking on its 52-week high.
MercadoLibre has bounced 13% off its June lows, but the rally rests on a bet most coverage skips: management quietly doubled the duration of its Brazil consumer loans and reached into riskier borrowers to keep growth alive. Whether that bet works is what Q2 earnings on August 5 will decide.
Marvell just fell about 40% from its 2026 peak, its worst drawdown of the year. The AI thesis did not break, but the price got expensive. Here is what the TIKR model says about the stock from a much lower starting point.
Lumentum has given back a third of its value with no earnings miss to explain it, and the Street has split down the middle on what happens next. One camp is cutting targets and holding; another just opened an upside catalyst watch.
Mastercard is reportedly weighing the sale of a UK business it bought for £700 million a decade ago, under political pressure over foreign ownership. The move also reveals which kind of payment network Mastercard no longer wants to own.
The market still grades Spotify on subscriber adds. Management spent its Investor Day arguing the next leg of growth comes from charging its most engaged listeners more.
In one week, Citi, Mizuho, Wells Fargo, and Argus all trimmed their Microsoft price targets. Not one of them dropped its bullish rating. That contradiction, a lower target paired with unchanged conviction, is the most honest read on where this stock sits ten days before earnings.
Tesla delivered a record 480,126 vehicles last quarter, and the stock fell anyway. With the delivery beat public, the July 22 report comes down to one question: are those cars making money without one-time help?
Three Wall Street firms lifted their Live Nation targets in a single week, one all the way to $222, and the stock touched an all-time high on July 6. But a jury already found the company liable on every antitrust count, and the judge has not yet decided the remedy.
Wall Street trimmed its Diamondback targets in July even as the stock rallied on a crude spike toward the top of its 52-week range. The detail that reframes it: management is modeling the same conservative oil price the bears are, and so is TIKR's model.
Capital One just lifted its Palo Alto Networks target to $421 and called the stock a buy at an all-time high. The strange part: the average Wall Street target still sits below where the stock trades. So who is right, the loudest bulls or the quiet consensus?
Cadence lost nearly 10% in a single session after a Chinese AI lab claimed it designed a chip using only open-source tools. But the demo ran on a 45nm node generations behind where Cadence actually competes.
Robinhood slid back below $100 in mid-July as its first-ever bond sale backed by credit-card receivables drew fresh scrutiny over its push into consumer lending. A sector selloff did the rest.
Neil Chapman says ExxonMobil has its strongest earnings runway in 40 years, targeting 5.5 million barrels a day by 2030. Yet the stock trades near its richest multiple in years, and TIKR's model sees just 6% total return through 2030.
For part of one session on July 17, Apple was worth more than any company on Earth, capping a 20% run off its June low. But the Street's average target now sits below the stock, and earnings land in under two weeks.
NVIDIA has clawed back from its spring lows just as Washington handed it a new Gulf demand front. The business is printing 85% growth at a 20x forward multiple, yet the stock spent most of 2026 going nowhere.
Micron fell 8% on July 15, but so did the entire memory complex, and SanDisk fell harder. The day before, KeyBanc set a Street-high $1,750 target. TIKR's mid-case model says fair value is around $935. The gap between those two numbers is the only thing worth arguing about.
Johnson & Johnson beat on the top and bottom line and raised full-year guidance by more than the size of the beat. The stock opened higher, then closed down 2.69%. A heart pump business generating $440 million out of $25.3 billion in quarterly sales did most of the damage.
Sandisk lost 8.12% on July 15 in a selloff that hit every memory name on the tape. In that same stretch, the Street's mean price target climbed to $2,144.14. The company has already told investors what its supply agreements are worth.
Seagate's CFO says firm orders lock in mix, volume, and pricing through the next four to five quarters. Shares have still fallen 24% from their June record. On July 28, one of those two things gets proven wrong.
Western Digital just set its deepest drawdown of the past year at 31.14%. The Street's mean target still sits near $630, well above the price. The gap between them comes down to one number in the August print.
Dell shed roughly $29 billion of market value on July 15, and no one can agree on why. Two banks had cut it in the preceding weeks, a third was holding a $500 target, and the tape looked like positioning. June suggests which reading fits the business.
Intel closed at $102.99 on July 15, a 26.93% drawdown from its 52-week high. Wall Street's targets now span $45 to $200, the widest spread in large-cap semis.
Warren Buffett confirmed he personally initiated Berkshire's $31 billion Alphabet position. In the same interview, he called the hundreds of billions in AI spending "the real question" facing Google and its rivals.
Alibaba has climbed roughly 28% off its 52-week low on a DOJ settlement, a court reprieve, and a supplier role in Apple's China AI approval. What has not happened in that stretch is a single new earnings report.
