Stock Reviews

After years of losses that deepened faster than revenue could grow, Plug Power just crossed a line that skeptics said it might never reach.

Verizon just posted record adjusted EBITDA, raised its free cash flow guidance, and the market barely noticed.

The stock has been cut in half in 2026, but the regulatory milestones keep coming.

Salesforce stock surged about 23% this week, and our analysis suggests shares are now fairly valued. Here’s why stronger bookings, accelerating AI adoption, and durable margins could shape the stock through the rest of 2026.

Chipotle stock jumped 22.8% in three months, surviving a salmonella scare that briefly wiped out 10% in a day.

Carnival stock fell 16% in three months. Analysts raised their mean target to $35 anyway, widening the upside gap to 52%.

Intel stock has surged 126% since January, yet it's already given back 31% since its June peak. The Street just raised its target to $115 anyway.

Box stock climbed 49% in six months, but the Street's mean target only just caught up after the August print.

Salesforce stock is up 23% in three months. Claudeforce explains the spike, but the valuation gap it left behind is the real question.

Oracle stock lost 40% in three months, but its $244 mean target never budged. Here's why the Street stayed put.

Spotify stock fell 23% over the past year even as revenue growth hit 15% and subscribers topped 300 million. Here's the real driver.

Monolithic Power Systems stock is up 54% in a year, and Q2's 48% revenue jump explains why the Street keeps raising targets.

Gap stock jumped about 13% after earnings, and our analysis suggests shares offer modest upside from current levels. Here’s why stronger margins and an Old Navy recovery could shape the stock through the rest of 2026.

Qualcomm keeps beating estimates and growing its auto and IoT businesses, but the stock falls on earnings day anyway as investors price in the Apple modem risk that hangs over the entire thesis.

Arm's architecture sits inside virtually every smartphone and an accelerating share of AI chips, but the stock trades at 100 times forward earnings after pulling back nearly half from its peak.

Intuit keeps compounding revenue and earnings at double-digit rates, but the stock has been cut nearly in half from its peak as its premium multiple collapsed alongside the broader software selloff.

A $5.5 billion talc settlement and a new robotic surgery approval reset how the market views Johnson & Johnson stock, but the upside from here looks thin.

D-Wave is the only quantum computing company generating real commercial revenue, but the stock has lost 64% of its value from its peak as investors wait for scale that keeps getting pushed further out.

Archer has spent years building toward commercial air taxis, but a transformative acquisition announced in August makes it something much bigger, and much harder to value.

Amgen has run roughly 51% in a year and now trades above the average Wall Street target, sitting near an all-time high after a Q2 beat-and-raise. The question buyers face is no longer whether the business works. It is whether anything is left at this price.

Riot has signed $9.8 billion of long-term AI data center revenue, and its single largest contract carries more nominal value than the entire company. Yet the stock sits near the low end of its range after giving back the entire post-deal pop. Cheap, or a warning?

NextEra just turned a government funding promise into signed contracts, releasing a first $3.3 billion tranche to build its Texas and Pennsylvania gas hubs. Yet the stock trades near its 52-week low. The gap comes down to one thing: the Dominion merger fight. Here's how the two forces square off, and what the TIKR model says the stock is worth.

Arista stock jumped 26% in three months after a third guidance raise to $12.6 billion. Here's what's driving it.

News Corporation just posted its most profitable quarter ever, and the stock has rallied off its lows to trade near 52-week highs. The "materially undervalued" case that carried the shares all year has largely closed. So what does a buyer at $31 actually get from here?

Dominion beat Q2 revenue estimates by $440 million. The Street still models growth slowing to 6% by 2027.

Kinder Morgan stock has climbed 14% in 2026 as record EBITDA and a $9.6B gas backlog pull earnings above Street estimates quarter after quarter.

GE Vernova stock gained 44% in a year, but the 22% pullback from $1,175 opened a 36% gap to the Street's $1,236 target. Is the dip overdone?

BAC stock rallied 23% in three months on a Q2 earnings beat with 34% EPS growth. The Street's $69 mean target still implies 10% upside from $62.