#earnings-and-guidance
#earnings-and-guidance

Business

Cisco Price Prediction: This Will Be CSCO's Stock Price Next Year

fromFortune

Business

Cisco's AI orders forecast just hit $9 billion-and the stock surged | Fortune

Tech industry

Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks?

Cisco Price Prediction: This Will Be CSCO's Stock Price Next Year

Cisco is benefiting from raised AI infrastructure orders and earnings beats, but the near-term stock rerating may already be priced in.

fromFortune

Cisco's AI orders forecast just hit $9 billion-and the stock surged | Fortune

Cisco surged after Q3 results showed AI infrastructure investments driving record revenue, raised AI targets, and strong guidance alongside limited workforce reductions.

Tech industry

Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks?

Cisco shares surged after record quarterly results and a major increase in AI infrastructure order and revenue guidance.

This Will Be Dell's Stock Price in 2027

Dell’s AI infrastructure growth and strong financial results support a buy outlook with a near-term price target implying upside.

Price Prediction: This Is Where Credo Could Move This Year

Credo Technology’s stock has surged sharply, but a $174.53 12-month target implies about 12% downside and a hold rating.

This Will Be Dell's Stock Price in 2027

Dell’s AI infrastructure growth and strong financial results support a buy outlook with a near-term price target implying upside.

Price Prediction: This Is Where Credo Could Move This Year

Credo Technology’s stock has surged sharply, but a $174.53 12-month target implies about 12% downside and a hold rating.

more#ai-infrastructure

Stock Market Live May 15, 2026: S&P 500 (SPY) Deep in the Red

Major indices fell after a bullish run as trade talks ended without major deals and tech’s unsustainable rally showed signs of breakdown.

Marketing tech

Meta Platforms Looks Like a Bargain Right Now | The Motley Fool

Meta Platforms shows strong revenue and net income growth, guidance for continued expansion, and early diversification beyond ads after a post-earnings dip.

Marvell's AI Tailwinds Are Heating Up. Is It Time to Buy the Breakout?

Marvell’s custom AI silicon momentum is supported by accelerating data center revenue, contracted hyperscaler design wins, and expanding optical interconnect capabilities.

Healthcare

Cardinal Health Was Supposed to Beat UnitedHealth. Did It? Will It?

UnitedHealth outperformed Cardinal Health over the past year, and recent results and guidance support continued strength for retirement-focused investors.

TD Cowen Just Upgraded Starbucks to Buy: Margin Recovery, Sales Drivers Power Comeback Story

Starbucks received a TD Cowen Buy upgrade with a higher $120 target based on sales momentum and margin recovery drivers.

3 days ago

Micron Is Now Up 89% in a Month. Should You Sell in May and Go Away?

Micron shares surged on a Bank of America AI-driven price target hike, but extreme parabolic gains and cyclical memory volatility suggest taking profits may be prudent.

3 days ago

Ford Is Up 7% Today: Is It Outperforming Other Car Stocks Like General Motors and Tesla?

Ford shares rose about 7% to $12.82, led by Q1 momentum, raised adjusted EBIT guidance, and strong Ford Pro and Ford Blue profitability.

Prediction: This Will Be Uber's Stock Price by The End of 2026

Uber reported strong gross bookings growth and raised Q2 guidance, with Uber One reaching 50 million members and driving half of gross bookings.

Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market

TSMC targets $473.33 in 12 months, implying 17% upside, with a high-confidence buy supported by strong AI-driven demand and raised guidance.

Buy, Sell, or Hold: SanDisk at $1,562 and Micron at $746

SanDisk is ranked a sell versus peers despite strong earnings, while Micron is a hold with record revenue and AI-driven HBM demand at a low forward P/E.

Toronto startup

Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market

TSMC targets $473.33 in 12 months, implying 17% upside, with a high-confidence buy supported by strong AI-driven demand and raised guidance.

Buy, Sell, or Hold: SanDisk at $1,562 and Micron at $746

SanDisk is ranked a sell versus peers despite strong earnings, while Micron is a hold with record revenue and AI-driven HBM demand at a low forward P/E.

Prediction: DraftKings Could Surprise if Prediction Markets Deliver as Expected

DraftKings faces limited upside with a $24.74 12-month target and a hold recommendation amid guidance and prediction-market competition concerns.

Netflix Comeback Didn't Happen

Once Netflix ( NASDAQ: NFLX | NFLX Price Prediction) dropped out of the race for Warner Bros. Discovery, it was supposed to bounce back. Most investors in the company could not see why Netflix would go after what were primarily media assets. And the price tag was staggering. Indeed, its stock price was $77 before Netflix walked away. It jumped to $95 in a matter of days.

Television

Lilly Bounces Into 'Sell in May' Territory as Pricing Pressures Loom

Lilly closed Monday at $966.99, up 2.9% over the past month and 31.6% over the past year, yet still down 10.0% year to date. That mismatch between a hot tape and a red YTD line is exactly what the "Sell in May" crowd hunts for. The catalyst was a blowout Q1 report. Revenue hit $19.799 billion, growing 55.55% year over year, with non-GAAP EPS of $8.55 beating consensus by 25.88%.

Business

5 days ago

BofA Hikes Affirm Price Target to $88: Clean Beat and Raise Sets Up the May 12 Investor Day

The analyst upgrade follows a "clean beat and raise" fiscal Q3 2026 report and frames the recent share dip as "a brief air pocket" ahead of the company's investor forum. The new target sits above the Street consensus of $81.71, with Affirm stock closing at $64.01 on May 8 and trading near $62 intraday Monday.

Business

5 days ago

Cloudflare Just Hit the AI-First Reset Button: Susquehanna Hikes Price Target to $200

Cloudflare raised its AI-first restructuring and delivered a Q1 FY2026 beat, leading to a modest price-target increase while keeping a Neutral stance.

Is The Trade Desk Stock Finally a Buy? Or Is Its Slide Justified? | The Motley Fool

The Trade Desk’s stock fell after results showed slowing revenue growth and margin compression, with macro pressures cited, leading to a decision to stay sidelined.

Why The Trade Desk Stock Fell 11.7% Friday Morning | The Motley Fool

Q1 revenue beat expectations while adjusted earnings missed, sending shares down 11.7% and raising concerns about lower profit targets and operating costs.

Marketing tech

Is The Trade Desk Stock Finally a Buy? Or Is Its Slide Justified? | The Motley Fool

The Trade Desk’s stock fell after results showed slowing revenue growth and margin compression, with macro pressures cited, leading to a decision to stay sidelined.

Why The Trade Desk Stock Fell 11.7% Friday Morning | The Motley Fool

Q1 revenue beat expectations while adjusted earnings missed, sending shares down 11.7% and raising concerns about lower profit targets and operating costs.

more#digital-advertising

Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?

Qualcomm shares surged 6% after upgrades and strong earnings, but the 70% monthly gain raises questions about taking profits amid handset softness.

Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate

SMCI shares surged after a margin recovery and stronger earnings, with guidance supporting AI infrastructure demand and fueling renewed short-squeeze speculation.

Peloton Soars 11% on Q3 Profit Turnaround, Raised Guidance, Spotify Partnership

Peloton shares rose sharply after a GAAP profit swing, higher full-year guidance, and improved balance-sheet metrics, alongside a Spotify partnership expanding its wellness ecosystem.

Prediction: BigBear.ai Could Jump Over 40% This Year

BigBear.ai shows improving margins, rising backlog, and contract momentum, supporting a $6.18 12-month price target despite ongoing revenue and earnings volatility.

Can Nvidia Hit $300 by 2027? Here's Why the Answer Is Yes

NVIDIA stock has upside potential toward $300 driven by Blackwell Ultra, Vera Rubin, and agentic AI growth, supported by strong earnings and guidance.

Marketing tech

2 months ago

The Trade Desk Is Up 23.7% and the Debate Is Just Starting

The Trade Desk CEO Jeff Green invested $148 million in company shares, sparking debate about whether insider buying signals opportunity or desperation amid structural competitive challenges.

2 months ago

Genuine Parts Shock Separation Plan Creates Once-in-a-Decade Opportunity

Genuine Parts recorded a Q4 GAAP loss from $825M one-time charges and announced a tax-free split into two public companies completing in Q1 2027.

4 months ago

CrowdStrike (NASDAQ: CRWD) Stock Price Prediction and Forecast 2025-2030 (Jan 2025)

Investors are concerned with future stock performance over the next one, five, or 10 years. While most Wall Street analysts will calculate 12-month forward projections, it is clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near-term projections irrelevant. 24/7 Wall St. aims to present some further-looking insights based on CrowdStrike's own numbers, along with business and market development information that may be of help with your own research.

Information security

5 months ago

Live Nasdaq Composite: Markets Keep Tunnel Vision Eyeing Gains

For the Nasdaq Composite, if it can hold onto its momentum, it will mark weekly gains for the tech-heavy index. The Dow Jones Industrial Average is on pace for its third straight win, while the S&P 500 is looking to close above the psychologically sensitive 6,800 level. Most all sectors of the economy are trading in the green today. Year to date, the Nasdaq Composite has advanced by 20% as the AI trade continues to drive the market cycle.

Business

Apple

6 months ago

Can Apple Shares Surge Past $300 This Year?

Apple shares have risen recently but lack AI-driven enthusiasm; upcoming product updates, holiday-season catalysts, and analyst optimism could drive the stock toward $300.