Sharemaestro Newsreel

Will Upgraded Earnings Outlook and Zacks Rank Boost Change Plexus' (PLXS) Narrative?

JPMorgan Turns Bullish on Salesforce as the Stock Runs Three Straight Weeks

Quick Read JPMorgan turned bullish on CRM after a 20% monthly surge; our $276 price target implies 37% upside from current levels. Salesforce trades at a steep discount to MSFT and NOW despite Agentforce ARR surging 205% year-over-year to $1.2 billion. Act now: the …

AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?

AST SpaceMobile, Inc. ASTS and International Business Machines Corporation IBM are key players in the communications-technology ecosystem with exposure to next-generation communications and enterprise/government technology infrastructure. AST SpaceMobile is building the world's first and only global cellular broadband network in space, accessible directly by …

Applied Materials Has Better Growth Prospects Than It Did 32% Ago; Retail Sales Stumble

Arrow Electronics (ARW) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Vice President of Investor Relations-Michael Nelson Interim President and Chief Executive Officer-Bill Austin Chief Financial Officer-Rajesh K. Agrawal President of Global Components-Richard J. Marano President of Global Enterprise …

Cerebras Drops 12% Post Q2 Earnings: Buy the Stock on the Dip?

Cerebras Systems CBRS shares have dropped a massive 12% since it reported second-quarter 2026 results on Wednesday (Aug. 12). The company delivered core revenues of $209.9 million, which jumped 103% year over year, while core cloud and other services revenues surged 287% year over …

Mesa Laboratories (NASDAQ:MLAB) Given New $110.00 Price Target at Wells Fargo & Company

Marqeta Sees Strong Volume Growth, but Its Reliance on Block Remains a Serious Concern

Marqeta has shown improved performance under its new CEO, Mike Milotich, with strong processing volume growth helping to offset pricing concessions made to Block during contract renewal. The company has also successfully controlled its cost structure, leading to scaled profitability. Despite these positive developments, …

Cloudflare Inc Stock (NET) Moved Down by 3.01% on Aug 14: What Signal Does It Send?

Shopify Inc Stock (SHOP) Moved Down by 3.07% on Aug 14: Drivers Behind the Movement

Karooooo (NASDAQ:KARO) CEO Sells 8,235 Shares of Stock

Isaias Jose Calisto, CEO of Karooooo (NASDAQ:KARO), sold 8,235 shares of the company's stock on August 13th for approximately $523,581.30, retaining a significant stake worth over $1.12 billion. This transaction is part of a series of recent sales by the CEO. Karooooo's stock saw …

Why GlobalFoundries Stock Could Be Ready to Climb

GlobalFoundries (GFS) stock shows potential for an upside move, supported by technical indicators such as its recovery above the 200-day moving average and year-to-date anchored volume weighted average price. Max Pain levels are rising, and options are affordably priced, suggesting a possible climb in …

This software stock received four upgrades following earnings; should you buy?

Procore Technologies (NYSE:PCOR) Stock Price Down 4.6% After Insider Selling

Procore Technologies (NYSE:PCOR) experienced a 4.6% drop in its stock price following significant insider selling. Senior Vice President William Fred Fleming Jr. and Chairman Craig Courtemanche sold a combined 66,122 shares, totaling over $3.79 million. Despite this, analysts maintain a "Moderate Buy" rating with …

Exyn Technologies (EXYN) Stock Chart and Price History 2026

GPRO Gains Premarket Ahead Of Q1 Report: Earnings To Test Turnaround Narrative

Zscaler (ZS) Stock May Trade Below Fair Value As Gartner Recognition Lands

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Zscaler's share price has delivered a 38.2% gain over the past three years, while its current checks show a mixed picture on value and an …

Ameriprise Financial (FIVN) discloses over 5% Five9 stake via Columbia unit

Ameriprise Financial, Inc. and its subsidiary Columbia Management Investment Advisers, LLC have reported beneficial ownership of Five9, Inc. common stock. Ameriprise Financial discloses a 5.4% stake, totaling 4,140,003 shares, while Columbia Management Investment Advisers reports a 5.3% stake, or 4,035,672 shares. Both entities disclaim …

Check Point Software upgraded to Buy as subscri...

Check Point Software Technologies Ltd. (CHKP) has been upgraded to a Buy rating due to a rebound in subscription growth to 12% year-over-year, driven by new AI products like the AI Network Firewall and Verity. Despite a decline in product revenue, future recovery is …

Manulife entities (NYSE: XPER) disclose 3.1M-share beneficial stake in Xperi

Manulife Financial Corporation and its subsidiaries, Manulife Investment Management (US) LLC and Manulife Investment Management Limited, have disclosed their beneficial ownership in Xperi Inc. Manulife Investment Management (US) LLC holds 3,083,845 shares, representing 6.39% of Xperi's common stock, while Manulife Investment Management Limited holds …

What Could Palo Alto Networks (PANW) Gain From Its New Policy Control Integration?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Palo Alto Networks (NasdaqGS:PANW) and FireMon announced completion of FireMon's integration with Palo Alto Networks Strata Cloud Manager, delivering new policy governance and risk validation capabilities for …

Will Ciena's Rising Backlog Improve Revenue Visibility Into 2027?

Ciena Corporation is experiencing strong demand and a growing backlog, which is expected to provide increased revenue visibility into fiscal 2027. The company's backlog surged to $7.7 billion in Q2 fiscal 2026, with a significant portion anticipated to convert into revenue within the next …

Cycurion Releases Q2 2026 Financial Results

Cycurion, Inc. (WAVS) reported its Q2 2026 financial results, showing a narrowed net loss of $4.0 million, or $0.41 per share, indicating improved profitability. Revenue for the quarter was $3.8 million, a slight decrease of 3.4% from Q2 2025, while the company continued to …

Semtech (SMTC): Ameriprise and Columbia report around 3–4% ownership stakes

Ameriprise Financial, Inc. (AFI) and its subsidiary Columbia Management Investment Advisers, LLC (CMIA) have updated their passive ownership report for Semtech Corporation. AFI now reports a 3.7% ownership stake, while CMIA reports 3.4% beneficial ownership. Both entities confirm their holdings are 5% or less …

Workday (WDAY) Surges 17.8%: Is This an Indication of Further Gains?

Workday (WDAY) shares rallied 17.8% in the last trading session to close at $206.45. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 23.6% gain over the …

Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC

A U.S. District Judge dismissed a lawsuit filed by China's Yangtze Memory Technologies (YMTC) against Micron Technology and DCI Group. YMTC had alleged that Micron and DCI spread false claims about its chips posing a national security threat. The judge ruled that the statements …

GMT Capital (CINT) discloses 288,110 CI&T Class A shares, a 1.20% stake

GMT Capital Corp. and Thomas E. Claugus have reported a beneficial ownership of 288,110 Class A common shares in CI&T Inc. (CINT), which represents a 1.20% stake. This disclosure was made via a SCHEDULE 13G/A SEC filing, indicating shared voting and dispositive power over …

Bel Fuse (BELFA) director Peter Gilbert sells 500 Class B shares at $292

Bel Fuse Inc. director Peter E. Gilbert reported an indirect sale of 500 Class B Common Stock shares on August 12, 2026, at a weighted average price of $292.12 per share. The shares were held through his wife, reducing indirect holdings to 750 Class …

Nova (NVMI) Is Up 7.9% After Strong Q2 Beat And Confident Q3 Guidance – What's Changed

Nova (NVMI) recently reported strong Q2 2026 results, exceeding revenue and net income expectations, and provided confident Q3 guidance. This performance suggests management's belief in current semiconductor process-control demand and reinforces the investment narrative around increasing complexity in chip manufacturing. However, the company still …

Can Optical Connectivity Strengthen STMicroelectronics' AI Strategy?

STMicroelectronics (STM) is expanding its optical connectivity solutions, driven by the increasing demand for faster data transmission in AI infrastructure. The company is securing design wins across silicon photonics ICs, electronic ICs, and microcontrollers, with strong revenue growth expected in its Communication Equipment & …

Inside Teledyne’s Bold Bet on the Future of Medical Imaging

Teledyne Technologies announced the acquisition of Varex Imaging Corporation for $1.1 billion, an all-cash deal at $18.90 per share. This strategic move allows Teledyne to expand its presence in high-margin healthcare diagnostics and industrial non-destructive inspection by integrating Varex’s specialized X-ray tube and detector …

Teradyne, Inc.: Target Price Consensus and Analysts Recommendations | TEY | US8807701029

This article provides an overview of analyst recommendations and target price consensus for Teradyne, Inc. (TEY). It lists recent adjustments by various financial institutions, with an average target price of $449.80 and a mean consensus of "BUY" from 17 analysts. The report also includes …

SWKS|Skyworks Solutions Inc|Price:69.591|Chg%:-0.170

KLA Corp (KLAC) EVP & CFO Bren Higgins Sells 31,500 Shares

KLA Corp's EVP & CFO, Bren Higgins, sold 31,500 shares of KLAC stock for approximately $6.61 million, reducing his direct holdings to 307,815.4359 shares. This sale is part of a larger trend at KLA Corp, with 23 insider sell transactions and zero buys over …

Oracle Gets Cheaper Only If The Megawatts Arrive

Image by Jonathan Hammond from Pixabay Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building. Oracle (ORCL) trades at about $156, or roughly 22.7 …

Cerebras Stock Sinks 12% on Q2 Revenue Miss. How to Play CBRS Stock After the Plunge.