A fourth straight EPS beat came with revenue missing expectations, and the real lever is margin: adjusted operating margin expanded 150 basis points to 21.9%, with a roughly 30% target by 2028. Management kept the full-year outlook and buybacks intact while funding the Propel AI plan.
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16% of Employers Are Thinking About Cutting Weight-Loss Drug Coverage
Employers are quietly reconsidering who foots the bill for GLP-1 weight-loss drugs, and the fallout hits Eli Lilly and Novo Nordisk very differently heading into earnings week.
Warren Buffett’s Succession Triggers Search for His Spiritual Successors
Warren Buffett's step back from Berkshire forces a harder question: which public companies actually run his playbook, and how close do any of them get to the real thing?
5 Dividend Stocks Delivering Rock Solid Fourth-Quarter Income
Not every dividend survives a rough macro quarter, but some payouts are structured to keep growing no matter what the economy does. Five Nasdaq stocks built on contracted fees, recurring subscriptions, and…
If You Followed Seth Klarman Into Vaxcyte in May, He Was Already Long Gone
Retail investors who spotted Seth Klarman buying Vaxcyte in May were already two months behind a trade Baupost had quietly begun unwinding. Understanding exactly what got lost in that gap changes how…
AI Disruption Fears Overdone, Says Barclays — Upgrades Arthur J. Gallagher and Willis Towers Watson
Barclays is pushing back against the narrative that artificial intelligence poses an existential threat to insurance brokers, upgrading two of the sector’s largest names while trimming its price target on a third.…
Wednesday’s Top Analyst Upgrades and Downgrades: Amazon, Beyond Meat, DraftKings, Home Depot, Lowe’s, Palantir, Walmart and More
Wednesday's top analyst upgrades and downgrades included Amazon.com, Beyond Meat, Compass, DraftKings, Genius Sports, Home Depot, International Flavors & Fragrances, Lowe's, Palantir Technologies, Telephone and Data Systems and Walmart.
Friday’s Top Analyst Upgrades and Downgrades: Apple, Boeing, Carvana, Coty, Meta, RTX, Southwest Airlines, SunPower and More
Friday's top analyst upgrades and downgrades included Apple, Bilibili, Boeing, Carvana, Coty, Estee Lauder, Meta Platforms, Omega Healthcare Investors, RTX, Southwest Airlines and SunPower.
Wednesday’s Top Analyst Upgrades and Downgrades: ADM, Baidu, Melco Resorts, Palantir, Peabody Energy, Philip Morris, Shopify and More
Wednesday's top analyst upgrades and downgrades included Allstate, Archer Daniels Midland, Avis Budget, Baidu, Centene, Lemonade, Melco Resorts & Entertainment, Palantir Technologies, Peabody Energy, Philip Morris, Shopify and Zscaler.
Thursday’s Top Analyst Upgrades and Downgrades: Adobe, Apple, Conagra, CrowdStrike, IBM, Morgan Stanley, Oracle, PayPal, Seagate, Shopify and More
Thursday's top analyst upgrades and downgrades included Adobe, Apple, Conagra Brands, CrowdStrike, Fortinet, IBM, Mobileye Global, Morgan Stanley, Oatly, Oracle, PayPal, Seagate Technology, Shopify and Williams Companies.
Monday’s Top Analyst Upgrades and Downgrades: AMD, Ally Financial, AppLovin, Nvidia, RingCentral, Spirit Aerosystems, Walgreens and More
Monday's top analyst upgrades and downgrades included Advanced Micro Devices, Ally Financial, AppLovin, Coherent, FIGS, Nvidia, RingCentral, Spirit Aerosystems and Walgreens Boots Alliance.