Sharemaestro Newsreel

Amer Sports Poised for Outperformance Amid Unique Positioning, Brand Momentum, Truist Says

Amer Sports AS.jpg -Shutterstock Amer Sports (AS) is positioned well to outperform despite a tough operating environment amid its unique positioning in the outdoor performance market, exposure to higher-income customers and brand popularity, Truist Securities said in a client note emailed Friday. The brokerage …

Tapestry Inc. (TPR) PT Raised to $185 at Bernstein SocGen Group

Bernstein SocGen Group analyst Aneesha Sherman has raised the price target for Tapestry Inc. (TPR) to $185. The article is a premium-only piece, requiring a subscription to StreetInsider.com for full access.

Tapestry Crushed Earnings but the Stock Plunged: Buy, Sell, or Hold Now?

Airbnb Sales Gains, Guidance Boost Shares 25.3% in Last Month

SharkNinja (SN) stretches 12-week advance to 75.6%

The appliance maker’s weekly setup shows momentum broadening, with elevated turnover and an active trend state backing the move.

Tesla Stock Is on Track for a 2-Week Winning Streak

Lower borrowing costs tend to benefit growth stocks like the EV maker, but shares are still struggling for the year. Continue Reading

Swiss Life Asset Management Ltd Sells 722 Shares of NVR, Inc. $NVR

Swiss Life Asset Management Ltd has reduced its stake in NVR, Inc. by 48.5% in the second quarter, selling 722 shares and retaining 766 shares valued at $5.2 million. Despite this, institutional investors still collectively own 83.67% of NVR. NVR's latest quarterly revenue fell …

This Week’s Leadership Moves: Ford Motor Company, UPS, and Travelers

CDO Magazine has published its weekly roundup of executive appointments and leadership transitions in the data, AI, and analytics ecosystem. This edition highlights key leadership changes at Ford Motor Company, UPS, and Travelers, alongside other significant appointments. These moves underscore the ongoing evolution of …

Leeward Investments LLC MA Buys 16,384 Shares of Ball Corporation $BALL

Leeward Investments LLC MA has increased its stake in Ball Corporation by 10.7% in the second quarter, purchasing an additional 16,384 shares, bringing its total holdings to 169,522 shares valued at $10.6 million. Ball Corporation recently reported strong quarterly earnings of $1.03 per share, …

Swiss Life Asset Management Ltd Decreases Position in Ball Corporation $BALL

Swiss Life Asset Management Ltd significantly reduced its stake in Ball Corporation by 45.3% in the second quarter, selling 62,675 shares and retaining 75,557 shares valued at $4.7 million. Despite this reduction, institutional investors collectively own 86.51% of Ball's stock, and analysts maintain a …

RBC Adjusts Price Target on Williams-Sonoma to $260 From $192, Maintains Outperform Rating

RBC Capital Markets has raised its price target for Williams-Sonoma (WSM) shares to $260 from $192, while reiterating an Outperform rating on the stock. This adjustment reflects a significant increase in the firm's outlook for the home furnishings retailer. Other analysts from firms like …

Mizuho Markets Americas LLC Sells 25,494 Shares of lululemon athletica inc. $LULU

Lululemon Stock Fell 43% This Year, 40% in a Year, and 68% in Three. Here’s What Changed at Each Stop.

Lululemon (LULU) stock has seen significant declines, falling 43% year-to-date, 40% over the last year, and 68% over three years. These drops are attributed to negative brand commentary, unmet product launch expectations, tariff-driven gross margin compression, and a re-rating of the stock's growth premium. …

Toll Brothers Inc. $TOL Stock Holdings Cut by Greenhaven Associates Inc.

Toll Brothers Inc. $TOL Shares Sold by Retirement Systems of Alabama

The Bull Case For Arcos Dorados Holdings (ARCO) Could Change Following Record Q2 Digital And Loyalty-Driven Sales

Arcos Dorados Holdings Inc. recently reported half-year 2026 results showing revenue of US$2,521.6 million and net income of US$81.15 million, with basic earnings per share from continuing operations of US$0.39, while its second-quarter earnings and revenue surpassed analyst estimates. The company's record quarterly sales …

Tesla (TSLA) Puts $10.1 Billion Into Texas Solar While Eyeing Satellite Internet Cars

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Tesla (NasdaqGS:TSLA) announces plans for a US$10.1b "Project Crystal Sun" solar cell manufacturing facility in Texas, with thousands of new jobs flagged. The company outlines …

Sumitomo Mitsui Trust Group Inc. Sells 208 Shares of NVR, Inc. $NVR

Sumitomo Mitsui Trust Group Inc. decreased its stake in NVR, Inc. by 3.0% in the second quarter, selling 208 shares and retaining 6,726 shares valued at approximately $45.8 million. NVR reported quarterly revenue of $2.34 billion, below analyst estimates, but its earnings per share …

WNY Asset Management LLC Takes $6.13 Million Position in Amazon.com, Inc. $AMZN

WNY Asset Management LLC has acquired a new position in Amazon.com, Inc., purchasing 29,429 shares valued at approximately $6.13 million during the first quarter. Institutional investors collectively hold 72.2% of Amazon's stock, and Wall Street analysts maintain a "Moderate Buy" consensus rating with an …

Stock Market Week Ahead: Walmart, Target Lead Retail Earnings; Nvidia Among Stocks In Buy Areas

Walmart, Target and other retail earnings take center stage this coming week. Alibaba and Viking Holdings also are on tap. Continue Reading

Sumitomo Mitsui Trust Group Inc. Cuts Holdings in Ball Corporation $BALL

Sumitomo Mitsui Trust Group Inc. reduced its stake in Ball Corporation by 14.2% in the second quarter, selling 89,185 shares and retaining 538,123 shares valued at approximately $33.6 million. Despite this, institutional investors collectively own 86.51% of Ball. The company reported strong quarterly results …

Atmus Filtration Technologies Increases Quarterly Dividend

NASHVILLE, Tenn., August 14, 2026--(BUSINESS WIRE)--Atmus Filtration Technologies Inc. (Atmus; NYSE: ATMU), a global leader in the filtration industry, announced today that its Board of Directors has declared a quarterly cash dividend in the amount of $0.06 per common share, an increase from the …

UBS raises Tapestry stock price target to $232 on AI capabilities

UBS has raised its price target for Tapestry Inc. (NYSE:TPR) to $232 from $230, maintaining a Buy rating, citing the company's strong artificial intelligence capabilities. The firm projects significant sales and earnings per share growth for Tapestry over the next five years, with fiscal …

Tapestry shares drop 16% after Coach drives 87% of latest quarterly revenue

Tapestry shares dropped 16% despite exceeding quarterly profit expectations, largely due to investors' concerns over the company's heavy reliance on the Coach brand, which accounted for 87% of its sales. Kate Spade sales continued their decline, while Coach's growth, though strong, slightly missed analyst …

Is AutoZone’s (AZO) Outperformance Running Out of Fuel?

Parnassus Investments, an investment management company, released the "Parnassus Core Equity Fund" second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500's 15.20% gain. Performance …

Why Investors Are Taking a Fresh Look at DoorDash (DASH)

Parnassus Investments, an investment management company, released the "Parnassus Core Equity Fund" second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500's 15.20% gain. Performance …

Booking Holdings Inc. $BKNG Shares Acquired by North Growth Management Ltd.

Booking Holdings Inc. $BKNG Position Increased by Schaper Benz & Wise Investment Counsel Inc. WI

Schaper Benz & Wise Investment Counsel Inc. WI significantly increased its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 2,400% in the second quarter, bringing its total holdings to 14,975 shares valued at approximately $2.67 million. This move aligns with a generally positive outlook from …

Greenleaf Trust Has $12.62 Million Stock Holdings in Booking Holdings Inc. $BKNG

Greenleaf Trust significantly increased its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 2,334.5% in the second quarter, now holding 70,820 shares valued at $12.62 million. Other institutional investors have also adjusted their positions, and collective institutional ownership stands at 92.42%. Booking Holdings reported strong …

Why General Motors exited one battery venture and kickstarted another

General Motors has made significant changes to its battery production strategy, exiting a joint venture with Samsung SDI and resuming production at another with LG Energy Solution. These moves aim to adapt to a smaller-than-anticipated electric vehicle market and manage existing battery cell inventory. …

OFI Invest Asset Management Buys New Shares in eBay Inc. $EBAY

OFI Invest Asset Management has acquired a new stake in eBay Inc., purchasing over 1 million shares valued at approximately $122.1 million, making eBay its 20th largest holding. This comes as eBay reported stronger-than-expected quarterly earnings with an EPS of $1.60 and revenue of …

Glenn Fogel runs the world’s largest online travel business. He still personally reads customer complaints because ‘you gotta get that sh*t right’

Glenn Fogel, CEO of Booking Holdings, emphasizes the human element of travel and the importance of resolving customer issues, despite the company's large scale. He personally reviews customer complaints to ensure problems are addressed, drawing a parallel to Jeff Bezos's approach at Amazon. Fogel …

Leavell Investment Management Inc. Has $2.39 Million Stock Holdings in Booking Holdings Inc. $BKNG

Leavell Investment Management Inc. significantly increased its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 2,314.6% in the second quarter, bringing its total holdings to $2.39 million. Other institutional investors also adjusted their positions in Booking, which reported strong earnings, beating analyst estimates, and announced …