General Investing

JPMorgan upgrades Chipotle stock to Overweight with a $35 target, saying shares have fallen 43% and the risk-reward has shifted in bulls' favor.

Humana stock surges 6% as analysts cheer softer medical costs and AI efficiency gains that could deliver up to 45% average EPS upside.

Axon Enterprise stock jumps 7% as strong Q1 results and analyst optimism drive a rebound from a prolonged year-to-date decline.

Robinhood stock climbs nearly 4% after launching World Cup prediction contracts and the end of the Pattern Day Trader rule lifts active traders.

NVIDIA CFO Colette Kress used the Bank of America Global Technology Conference to answer what the earnings call left open: Vera Rubin ships in Q3, the demand base has diversified beyond hyperscalers, and the capital return commitment is built to last. Here is what it means for investors.

Ares Management stock jumps 6% as alternative asset managers rebound from private credit withdrawal fears at Blackstone and Partners Group.

Bernstein keeps an Outperform rating and $110 target on Netflix stock, seeing up to 60% upside as subscribers, pricing, and ads keep growing.

UnitedHealth stock jumps nearly 6% after BofA upgrades it to Buy with a $450 target, snapping a five-day slide on better medical cost trends.

KKR stock jumps 5% as investors shake off private credit redemption fears, with direct lending just 5% of the firm's assets.

Micron Technology stock fell 7% after the company shifted to multi-year supply contracts amid record AI memory demand and ongoing shortages.

Goldman reiterates Buy on Dell stock with a $500 target, implying 15% upside, after blowout Q1 earnings and record AI server backlog.

Coherent stock fell nearly 5% in premarket as investors booked profits in photonics after a hot AI rally, despite record earnings.

Lumentum stock fell nearly 9% as investors sold off AI photonics gains after a hot rally, despite record earnings and an Nvidia investment.

IBM stock fell over 7% Wednesday, dragging down the Dow as quantum computing stocks sold off, despite IBM's $10 billion quantum investment plan.

D-Wave Quantum stock falls 7.8% as investors take profits after a 168% rally last year, despite $100M federal funding and bullish analyst targets.

Blackstone stock drops 4% as Partners Group caps fund withdrawals, reigniting fears over private market liquidity and retail investor redemptions.

FedEx stock draws bullish targets from Wells Fargo and JPMorgan ahead of the June 1 Freight spinoff and a strong Q3 earnings beat.

Burger King stock gains analyst attention as an early Mandalorian kids meal launch drives family traffic and builds on strong Q1 same-store sales momentum.

Dycom Industries (DY) just posted its biggest quarterly earnings beat in years, sending shares up nearly 26% in a single session. Revenue surged 56%, backlog hit a record $11.9 billion, and the company announced a $275 million acquisition to push deeper into data centers.

DICK'S Sporting Goods delivered a 6% comp beat and raised guidance, but the stock dropped nearly 6% as Foot Locker's integration costs clouded the headline. The underlying DICK'S business is accelerating.

Everpure beat revenue and EPS estimates, raised full-year guidance, and still fell 12% the next day. The culprit was free cash flow compression. The question now is whether the market's reaction created a buying opportunity or a warning sign.

Marvell Technology stock nears all-time highs after HSBC upgrades to Buy with a $300 target, citing underappreciated AI interconnect and CXL revenue upside.

Agilent Technologies posted 6.3% core revenue growth and 14% EPS growth in Q2 2026, beating estimates and raising full-year guidance. Yet the stock barely moved. With the Street targeting around $161 and the TIKR model pointing to ~$187 by October 2030, the question is whether the market is still catching up.

Snowflake just delivered its strongest sequential dollar growth in company history, surged 36% after hours, and raised full-year guidance to 31% growth.

Eli Lilly stock climbs after BofA raises its price target to $1,251, citing dominant GLP-1 positioning and a pipeline that could fuel growth to 2033 and beyond.

Synopsys delivered a clean Q2 2026 beat with $2.276 billion in revenue and raised its full-year outlook on revenue, margins, and free cash flow. The same day, it formalized a cooperation deal with Elliott Management. T

Salesforce just delivered its strongest quarterly beat in years, but the stock is still down 33% in 2026. The numbers were good. The market didn't care. Here's what the TIKR model says about whether the sell-off has gone too far.

Marvell Technology delivered record Q1 fiscal 2027 revenue of $2.418 billion last night and raised its fiscal 2028 revenue target to approximately $16.5 billion, $1.5 billion above the guidance it issued just one quarter ago. The guidance raise is the story.