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The TIKR Blog

Sharing actionable investing insights, in-depth stock analysis, and expert tips to help you make smarter investment decisions and think like a business owner.

Stock Reviews
7 minute read

Synopsys Has Lost 34% in a Year. Is the Selloff a Buying Opportunity?

Wiltone Asuncion • Aug 10, 2026
Synopsys has lost roughly a third of its value in a year, and the stock now trades at its cheapest forward multiple in recent memory. With Q3 earnings landing August 26 and a wave of new AI design collaborations just announced, is the selloff an opportunity or a warning?
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Earnings Updates
General Investing
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Stock Reviews
7 minute read

Zscaler Is Down 50% While Its Non-Seat Revenue Keeps Growing. Here’s Where the Stock Could Go

Zscaler trades at an average software multiple despite 25% ARR growth, and the fear behind that discount is a licensing model built on headcount. But the company is already rewiring its pricing around AI traffic and tokens.
Wiltone Asuncion • Aug 10, 2026
General Investing
7 minute read

MercadoLibre Beat on Revenue and EPS, Then Fell. Here's What the Sell-Off Missed

MercadoLibre cleared both the revenue and profit bar in Q2 2026, posted its fastest growth in four years, and watched the stock drop anyway. The market is fixated on a 550-basis-point margin cut.
Wiltone Asuncion • Aug 10, 2026
General Investing
7 minute read

Norwegian Cruise Line Trades Near Multi-Year Lows After a Beat. The Analysts Still Aren't Buying

Norwegian Cruise Line beat again in Q2, then absorbed a wave of downgrades and watched TIKR's mid-case target drop from $31 to $24.
Wiltone Asuncion • Aug 10, 2026
Stock Reviews
9 minute read

Okta Is Betting $200 Million That AI Agents Need Its Identity Layer. Is the Stock Still Worth Buying?

Okta just spent nearly $200 million to buy its way deeper into securing AI agents, and two executives spent an hour in July explaining why identity is the choke point for the agentic enterprise. The stock has nearly doubled off its lows.
Wiltone Asuncion • Aug 10, 2026
General Investing
8 minute read

Quanta Services Posted a Record Quarter and a $53 Billion Backlog. Why Is the Stock Cheaper Than in May?

Quanta Services cratered 22% into its Q2 report, then jumped sharply when the numbers landed: revenue up 41%, a record $53 billion backlog, and the margin breakout skeptics had demanded. After that snap-back, the question is no longer why the stock fell.
Wiltone Asuncion • Aug 10, 2026
Stock Reviews
7 minute read

FICO Trades at Half Its High on a Threat With a Ceiling. Is That the Opportunity?

Wall Street just capitulated on FICO, pulling ratings and cutting targets even after a raised-guidance quarter. With the stock down 48% from its high, the real question is whether the VantageScore threat justifies erasing half the company's value, or whether the fear has overshot the math.
Wiltone Asuncion • Aug 10, 2026
Stock Reviews
7 minute read

General Motors Is Up More Than 60% From Its Lows and Trading Near a Record. Is It Too Late to Buy?

GM has climbed more than 60% off its lows to trade within 3% of a record close, and Wall Street chased its targets higher after a blowout second quarter. But TIKR's model and a wave of insider selling tell a more cautious story.
Wiltone Asuncion • Aug 10, 2026
General Investing
6 minute read

Robinhood Just Turned Private-Market Access Into a Product. Here’s Where the Stock Could Go

Robinhood is taking its second private-markets fund public on August 13, the latest sign it is no longer just a trading app. TIKR's model values the business far above where it trades today.
Wiltone Asuncion • Aug 10, 2026
Stock Reviews
5 minute read

Vertex Pharmaceuticals Rose 7% Today. Here’s Where the Stock Is Headed in 2026

Vertex Pharmaceuticals stock jumped about 7% today after disappointing cystic fibrosis data from a rival eased a major competitive concern. Here’s why stronger CF protection and newer medicines could shape the stock through 2026.
Nikko Henson • Aug 10, 2026
Stock Reviews
6 minute read

NextEra Energy Is Quietly Compounding. Does the 14% Pullback Make It a Buy?

NEE beat earnings again in Q2 and raised its large-load demand outlook, but the stock is still trading roughly 14% below its 2026 high.
David Beren • Aug 10, 2026
Stock Reviews
6 minute read

The Trade Desk Missed Badly. Does That Make It a Buy at $13?

TTD just delivered its worst earnings report in years, but the underlying business still generated nearly $600 million in operating income in 2025.
David Beren • Aug 10, 2026
Stock Reviews
5 minute read

Plug Power Cut Its Losses in Half. Is That Enough to Buy the Stock at $2?

PLUG's gross margin has swung from -92% to positive territory in under two years, but the stock is still down 50% from its 2026 high.
David Beren • Aug 10, 2026
Stock Reviews
6 minute read

Quantum Computing Stock Has Lost 65% From Its Peak. Is the Selloff an Opportunity?

QUBT has built a photonics manufacturing empire on almost no revenue, and the stock is down 65% from its high.
David Beren • Aug 10, 2026
Stock Reviews
7 minute read

Intuit Stock Survived the IBM-Led Software Selloff. Now Comes the Real Test

Intuit stock got caught in IBM's AI-spending scare, then a Wall Street downgrade to Hold. TIKR's valuation model still sees 73% upside from current levels.
Gian Estrada • Aug 10, 2026
Stock Reviews
7 minute read

Illumina Stock Is Up 40% Since January. Should You Still Ride the Wave in 2026?

Illumina stock is up 40% since January, and the Street's mean price target just jumped 29% in six weeks to finally catch up with the rally.
Gian Estrada • Aug 10, 2026
Stock Reviews
6 minute read

A Rate Increase Landed and a Joint Venture Advanced. PPL's Q2 Earnings Call Had Both.

Pennsylvania and Rhode Island just cleared PPL's rate cases. What comes next could be bigger.
Gian Estrada • Aug 10, 2026
Stock Reviews
6 minute read

GE Aerospace Stock Is Up 15% This Year & Analysts Say It Could Go Higher. Here's What The Numbers Show.

Analysts had GE Aerospace stock's target below its price in June. A guidance raise and Farnborough orders changed that fast.
Gian Estrada • Aug 10, 2026
Stock Reviews
6 minute read

Is UPS Stock a Buy After a Beat-and-Raise Quarter That Investors Shrugged Off?

UPS beat Q2 estimates and raised 2026 guidance to $91.2B revenue, yet shares fell 5.9% that same day. Here's the disconnect.
Gian Estrada • Aug 10, 2026
Earnings Updates
6 minute read

What Vistra's Q2 Earnings Reveal About Its $1 Billion Helix Bet

Vistra held 2027 guidance through an ERCOT slump and committed $1 billion to Helix. So, what's next for VST stock?
Gian Estrada • Aug 10, 2026
Earnings Updates
4 minute read

nLight Stock Tumbles 26% as Supply Chain Delays Disrupt Revenue Guidance Despite Record Q2

nLight stock falls as China-linked supply delays cloud Q3 guidance, even after a record Q2 earnings and revenue beat.
Aditya Raghunath • Aug 10, 2026
Earnings Updates
4 minute read

Sezzle Stock Plunges 34% as Cautious Growth Outlook Overshadows Quarterly Earnings Beat

Sezzle stock drops 34% despite a Q2 earnings beat, as a cautious second-half growth outlook spooks investors.
Aditya Raghunath • Aug 10, 2026
Earnings Updates
4 minute read

StepStone Stock Falls After Missing Quarterly Earnings Estimates Despite Raising Dividend Payout

StepStone stock drops 7.8% after missing Q1 earnings and revenue estimates, even as the company raised its dividend by 18%.
Aditya Raghunath • Aug 10, 2026
Earnings Updates
4 minute read

StepStone Stock Falls After Missing Quarterly Earnings Estimates Despite Raising Dividend Payout

StepStone stock drops 7.8% after missing Q1 earnings and revenue estimates, even as the company raised its dividend by 18%.
Aditya Raghunath • Aug 10, 2026
Earnings Updates
4 minute read

Sunrun Stock Tumbles To All-Time Low on Compressed Margins and Lowered Guidance

Sunrun stock falls 18% near a 52-week low after the company cut guidance despite record storage adoption in Q2.
Aditya Raghunath • Aug 10, 2026
Earnings Updates
4 minute read

Diodes Stock Advances Following Q2 Net Income Report and Strong Revenue Outlook

Diodes stock rises after a Q2 earnings beat, driven by record automotive revenue and strong AI-related growth heading into Q3.
Aditya Raghunath • Aug 10, 2026
Earnings Updates
4 minute read

Dave Stock Slides 13% Despite Strong Q2 Earnings Beat

Dave stock falls 11% despite a Q2 earnings and revenue beat, as GAAP charges and lofty expectations trigger a sell-the-news reaction.
Aditya Raghunath • Aug 10, 2026
General Investing
4 minute read

Coherent Stock Pops 13% on Potential US Ban Targeting Chinese Data Center Components

Coherent stock surges 16% as reports of a possible US ban on Chinese data center transceivers boost domestic photonics makers.
Aditya Raghunath • Aug 10, 2026

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