Gilead's quarterly dividend keeps growing and its HIV cash machine runs hot, but the whole enterprise depends on a single blockbuster drug with a patent expiration already penciled onto a calendar a decade out.
Both Intuitive Surgical and Stryker just posted their fifth straight earnings beat, and Wall Street is cheering for both. But a structural difference buried inside their business models quietly separates a compounder from a cyclical recovery story.
Airbus maintains its market leadership with over 1,000 net orders year-to-date, despite ongoing production ramp-up challenges. July deliveries were flat year-on-year at 67 units, with A330 deliveries paused due to a foreign object issue, now resolved. EADSF's book-to-bill ratio remains robust at 2.6x year-to-date, reflecting strong demand and order inflow across both single-aisle and wide-body segments.
Adobe shares ADBE fell nearly 7% on Friday after the software company announced a leadership transition on Thursday. Anil Chakravarthy, president of Adobe's Customer Experience Orchestration business, will become president and chief executive officer on Dec. 1, 2026.
Credo grew Q1 revenue 115% to $479 million while sustaining 68% gross margin and 49.3% non GAAP net margin. Management expects FY2027 revenue growth above 85%, with optical revenue exceeding $600 million as a second growth engine emerges. DustPhotonics expands Credo across silicon photonics, 800G, 1.6T and NPO, creating multiple opportunities to increase content per connection.
Stevenson cautions that the trend must persist across different market conditions before it can be viewed as a durable shift.
LENZ Therapeutics is rated a 'Strong Buy' with a fair value estimate of $21.3, reflecting ~266% upside from current levels. I model peak US Vizz sales at $375M, using a 5-pack annualized purchase rate and 30% market share, with conservative international assumptions. LENZ's speculative nature persists due to single-product risk, high SG&A, uninsured status, and rising competition; position sizing remains limited.
Gold Weekly Forecast: Fed uncertainty caps the upside
UiPath (NYSE:PATH | PATH Price Prediction) stock is sinking in Friday morning trading after fiscal second-quarter results delivered a headline beat but the forward guide implied a sharp deceleration.
I initiate coverage of PayPay Corporation (PAYP) with a Buy, after assessing market trends and corporate developments. PAYP's alliance with Seven & i Holdings unlocks significant digital payment adoption potential in an underpenetrated Japanese market. Acquisition of a 70.2% stake in T&D Financial Life Insurance enables PAYP to leverage its 75M user base for cross-selling financial products, as more Japanese re-assess their wealth management options.
Price Surge: ZEC crossed $1,000 and reached $1,021, driven by strong demand and renewed confidence in the privacy‑focused asset. ETF Impact: ZCSH inflows accelerated Zcash's rally, lifting assets under management from $313.5 million to more than $414 million.
While the top- and bottom-line numbers for Sprinklr (CXM) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Oscar Health, Inc. (OSCR) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, OSCR broke out above the 50-day moving average, suggesting a short-term bullish trend.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
RDW expands its space and defense portfolio as backlog grows, but continued losses and contract execution risks cloud its outlook.
Travelers, Kinsale Capital and Allstate are using AI, data and technology to improve insurance efficiency, underwriting and growth.
Credo Technology stays on the buy list despite a stunning post-earnings de-rating and market skepticism around its optical revenue outlook. CRDO stock's valuation has compressed to 22.5x earnings, with management guiding for >85% growth this fiscal year and no imminent disruption between AEC and optical businesses. Market concerns center on hyperscaler revenue concentration (>60%), potential CapEx slowdown post-FY2028, and whether $600M optical revenue guidance is robust enough.
Blue Owl stock has staged a strong comeback in recent months, climbing from a low of $7.60 in April to around $11.85 currently. The rally could have further room to run after the stock formed a golden cross and a bullish flag pattern, while fading jitters across the AI sector could provide an additional tailwind.
Zcash (ZEC) is targeting a long-term milestone of $2,500 following a confirmed ascending triangle breakout. Meanwhile, its short-term rally is backed by a historically high shielded supply ratio and heavy short liquidations.
Galaxy Research's official X account said on September 4 that a Bitcoin address dormant since November 5, 2011 moved 40 BTC, worth about $3.09 million, in block 965330. The transaction reactivated a Satoshi-era wallet after nearly 15 years of inactivity. 🌚 Awakened — dormant 14+ years40.00 BTC ($3.09M) untouched since first received 2011-11-05 (14.