Tag: club earnings
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We’re lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies
The stock’s muted reaction in extended trading Tuesday is not a reflection of the company’s results.
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Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast
Nvidia CEO Jensen Huang did it again.
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We’re raising our price target on Salesforce after results defy ‘SaaSpocalypse’
Salesforce’s numbers and guidance were strong. Plus, a new partnership with Anthropic offers another reason for optimism.
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CrowdStrike’s quarter shows AI is a cybersecurity tailwind, not a threat
Earlier this year, the bears thought advances in AI models could disintermediate the cybersecurity sector. So far, they’ve been proven wrong.
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Why we’re giving off-price retailer TJX a pass for softness in its biggest division
Still, there was a lot to like about the quarter and what management had to say.
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We upgraded Home Depot and raised our price target. It made the best of a terrible hand
Home Depot reported a very good quarter, executing well on things it can control.
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We’re lifting our price target on Cardinal Health after issuing rosy profit guidance
The quarter wasn’t totally clean, but strong profitability matters the most.
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We’re downgrading Honeywell Aerospace after a shockingly bad earnings debut
The company slashed its full-year guidance on key metrics in its first earnings report since separating from the Honeywell conglomerate in June.
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We’re increasing our Eli Lilly price target after another beat-and-raise quarter
The strength of its GLP-1 business suggests the stock still has more room to run.
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Here’s why we’re sticking with DuPont despite a noisy quarter
DuPont’s results and guidance aren’t as bad as the market’s initial reaction suggested.
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