For two years, Meta's soaring capital spending was the first thing bears pointed to. Then July delivered a cloud business built to sell excess compute and a reported $10 billion talk with Anthropic.
In India, a soft drink costs 23 cents and Monster launched at six times that. Rather than stay a niche premium product, the company built a tiered ladder of brands beneath it, and that ladder is what's unlocking Asia.
Wall Street still prices Upstart stock like a distressed lender, but TIKR's model sees 545% total upside as core loans reaccelerate fast again.
The Trade Desk has hired a new CFO, CCO, CBDO, CMO, and board director in under two months, right before its August 6 earnings report. The pattern of those hires says more about where management thinks the growth has to come from than any line on the last call.
Celsius Holdings' core brand slowed to 6% growth. Management just gave a dated timeline for the turnaround.
Bank of America's net interest income growth swung from negative 3% to a steady 9% pace, and TIKR's model still sees $76 ahead.
JPMorgan Chase's net interest income just posted its strongest year-over-year growth in two years, and the income statement shows why.
Boeing landed 200 China jets in 2026, reopening a market shut for a decade that could add 500 orders a year.
Berkshire Hathaway stock rose on defensive buying and estimates of a large Q2 share buyback between $5B and $11B.
American Airlines stock flies more than rivals but earns far less—here's why the profit gap keeps growing despite record flights.
Dianthus Therapeutics stock jumps 10.75% as Phase 3 trial begins for claseprubart, with $1.1B cash backing the multi-year study.
ASML's operating margin jumped to 37% as revenue outran cost growth, and the market may not have priced the shift yet.
Salesforce stock is down 37% from its high, but 4.5 million MCP calls since March show AI labs are buying more, not building their own tools.
Coinbase just launched fully-owned Tokenized Stocks on-chain, backed one for one. See why TIKR's model and the Street's $222 target disagree.
Oracle's $75 billion in bring-your-own-hardware contracts carry zero margin drag, even as ORCL stock sits 62% below its peak.
26 of 29 analysts rate Take-Two stock a buy. TIKR's model targets $421. Here's what's driving both calls.
Axon's AI bookings jumped 140% in Q1, yet the stock sits 41% below its high. TIKR's model sees $1,673 by 2030.
Delta absorbed a $2 billion fuel hit and still guided to 20% EPS growth. TIKR's model says the upside from here is thinner than you'd think.
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.
Marathon Petroleum stock erased an 19% drawdown before its Middle East windfall even hit earnings. Now the TIKR model says it's priced too rich.
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.
Wall Street treats Kinder Morgan stock as a slow-growth dividend play. A $10.1B backlog at sub-6x multiples with $10B more behind it says otherwise.
Fortinet just raised full year guidance on record AI-driven demand and 31% billings growth. TIKR's model still says the stock's next move is down.
NextEra's all-stock merger lifts Dominion Energy's EPS growth target to 9%+ through 2035, but 14 of 16 analysts still rate the stock a hold.
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.
Only 12 of 40 analysts rate Nike stock a buy, with a consensus $51 target. TIKR's valuation model goes further, pointing to $90 and 107% total return.
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.
