CNBC: Investing

JULY 28, 2025

HSAI YTD mountain HSAI YTD chart "We raise our 2026-27 volume forecasts as Hesai continues to gain share amid growing LiDAR adoption in China," Hsiao wrote. "We expect robotaxis and smart home robotic appliances to serve as Hesai's second revenue growth driver from 2026 onwards," he added.

Shares

CNBC: Investing

AUGUST 1, 2025

"AON is poised to deliver stronger than consensus 2026 organic growth and free cash flow (FCF 9%+ above Visible Alpha consensus for 2026/2027) supported by talent investments (more brokers), NFP acquisition synergies (acquired in 2024), and a recovery in M & A and capital markets activity.

Stock

CNBC: Investing

JULY 12, 2025

Two new brand launches in 2025/2026 should drive further opportunities targeting new end users." Skip Navigation Markets Pre-Markets U.S. We model 20%+ sales growth annually but see potential upside to that, driven by new product launches and continued high repeat rates on a growing customer cohort.

Stock

CNBC: Investing

JUNE 13, 2025

Oracle also believes that its year-over-year cloud growth could top 40%, and that its fiscal year 2026 total revenues will also exceed Wall Street expectations. Skip Navigation Markets Pre-Markets U.S. This upside in revenue guidance, Bachman added, contributed to "increased confidence in operating income growth.

Capital Market

CNBC: Investing

JULY 24, 2025

He said he expects Tesla's revenue growth and profits to improve in 2026, but is keeping his 2025-2027 estimates below the FactSet consensus. However, by end of 2026, management thinks that Tesla's economics will be compelling with autonomy at scale." Skip Navigation Markets Pre-Markets U.S.

Shares

CNBC: Investing

JULY 10, 2025

"Broadcom also continues to generate steady, growing profitability in its infrastructure software business," Schneider said, adding that AI will likely comprise over 40% of the company's revenue by 2026. Skip Navigation Markets Pre-Markets U.S.

Stock

CNBC: Investing

JULY 8, 2025

The stocks are all rated buy at Goldman and have a 2% or higher dividend yield estimated for the fiscal year, which runs from July 2025 to June 2026. They also have at least a 5% compound annual growth rate (CAGR) in dividend-per-share estimated from 2024 through 2026, as well as solid growth in free-cash flow or earnings per share.

Stock

The TRADE

JULY 2, 2025

When talks of a European shift began in earnest, the asset management community was keen for Europe to shift to one day settlement as soon as possible, with the Investment Association (IA) publicly pushing for a 2026 move. If you’re an international investor the more markets that you have that settle at the same time the easier.”

Trading

CNBC: Investing

JUNE 11, 2025

'Fireworks' this summer Wells Fargo expects limited upside for stocks this year and a recovery in 2026 , with the S & P 500 reaching 6,500 by the end of 2026. For instance, the Energy Select Sector SPDR Fund has a 30-day SEC yield of 3.31% and an expense ratio of 0.08%. Skip Navigation Markets Pre-Markets U.S.

Portfolio

CNBC: Investing

JULY 17, 2025

For instance, Empower announced in May that it would provide exposure to private equity, private credit and private real estate through collective investment trusts – that is, pooled funds that are available to individual investors only through retirement plans. Skip Navigation Markets Pre-Markets U.S.

Stock

The TRADE

JANUARY 9, 2025

Optiver, IMC Trading, Jump Trading Group, XTX Markets and ABN AMRO Clearing Bank have invested in A5X, a new Brazilian derivatives exchange which is set to begin operations by 2026. The Series B strategic investment follows a previous funding round and will specifically fund the investment in talent and technology necessary for A5Xs launch.

Capital Raising

The TRADE

JUNE 9, 2025

“As Brazil’s economy grows and its markets continue to evolve, LSEG will deploy its real-time insights, performance analytics, and market infrastructure expertise to empower A5X in its journey of creating a more robust, innovative and efficient market in Brazil,” said Ron Lefferts, group head of sales and account management at LSEG.

Risk Management

CNBC: Investing

JUNE 15, 2025

Commercial operations may expand to seven cities by the end of 2026, up from four today, in San Francisco, Los Angeles, Phoenix and Austin, Texas. Skip Navigation Markets Pre-Markets U.S. The analyst noted that there are already more than 1,500 robotaxis on the road from Waymo, a division of Google-parent Alphabet.

Stock

CNBC: Investing

JULY 30, 2025

Fundstrat does not have the same conflicts that traditional sell-side research organizations have because Fundstrat (1) does not conduct any investment banking activities, (2) does not manage any investment funds, and (3) our clients are only institutional investors. Skip Navigation Markets Pre-Markets U.S.

Stock

CNBC: Investing

JULY 20, 2025

"We upgrade to Buy as we believe the pricing premium is undervalued and there could be further upside to earnings driven by MI400 series launch in 2026," Lee wrote. Skip Navigation Markets Pre-Markets U.S. Analyst Frank Lee's target price of $200 per share, up from $100, is about 27% above Friday's close.

Stock

CNBC: Investing

AUGUST 2, 2025

billion for 2025 and $4 billion to $5 billion annual from 2026 to 2029 as well as a downgraded forecast for adjusted funds from operations (AFFO) to 5% to 9%. Skip Navigation Markets Pre-Markets U.S. This drop was in response to the company's Analyst Day, where Equinix revealed higher-than-expected capital expenditures of $3.3

IT

JD Supra: Mergers

AUGUST 1, 2025

The new rules will come into force on 19 January 2026 with transitional provisions. Any changes will come into effect in Q1 2026. The provisions will apply for financial years beginning on or after 1 January 2026. Comments on the consultation paper should be made by 26 September 2025.

Corporation

CNBC: Investing

JULY 9, 2025

The analyst also lowered his full-year earnings estimates for 2026 and 2027, noting "the negative changes to market dynamics within the US resi sector." Skip Navigation Markets Pre-Markets U.S. " He also sees a smaller loss for 2025 than before due to "some pull forward of demand.

Profitability

CNBC: Investing

JULY 21, 2025

The deal is expected to close in 2026. Skip Navigation Markets Pre-Markets U.S. Analyst Alan Gould's price target of $510, upped from $430, represents upside of approximately 33% for the stock. The analyst cited Charter's upcoming merger with Cox Communications as a catalyst for the stock.

Stock

CNBC: Investing

JULY 29, 2025

Skip Navigation Markets Pre-Markets U.S. He highlighted private players such as Alice & Bob and IQM Quantum Computers alongside megacap tech companies IBM and Google that are also making developments in the field.

Stock

CNBC: Investing

JUNE 14, 2025

CEO Safra Catz said cloud infrastructure revenue is expected to rise more than 70% in fiscal 2026, adding that the fiscal year "will be even better as our revenue growth rates will be dramatically higher." Skip Navigation Markets Pre-Markets U.S.

Stock

CNBC: Investing

JULY 15, 2025

S & P 500, 3-month The analyst revealed that recent field work signals that demand for Microsoft's AI tools and solutions isn't slowing down, boosting his optimism for not just the upcoming quarter's results but also fiscal year 2026. Skip Navigation Markets Pre-Markets U.S.

S&P

CNBC: Investing

JULY 10, 2025

Although we see more downside than upside risks, we think 'stable' revenue through 2026 is the most likely outcome." "We have updated our 2026 and 2027 estimates to reflect adjustments related to the transaction. Skip Navigation Markets Pre-Markets U.S.

Stock

CNBC: Investing

JUNE 27, 2025

"We think there is more than tangible evidence that Nike has a path to see its sales rebound in the not-too-distant future, and its margins to be repaired, and this despite an unfavorable tariff headwind which the group believes could weigh for 75 [basis points] on gross margin in FY May 2026."

Shares

CNBC: Investing

JULY 25, 2025

"We see a higher multiple and a return to faster EPS growth of 10%+ as deflation headwinds abate and initiatives increase in 2H25 and into 2026," Ohmes wrote in a 14-page report. Skip Navigation Markets Pre-Markets U.S.

Retail

CNBC: Investing

JULY 16, 2025

Obin also lifted his fiscal 2026 earnings estimate to $13, "well above $11.43 Skip Navigation Markets Pre-Markets U.S. The analyst raised his earnings estimate for the fiscal fourth quarter ending in September to $3.17 per share, above the Wall Street consensus of $2.86, he said.

Bank

CNBC: Investing

JUNE 13, 2025

" Coe added that in order to upgrade the stock again, he would need to see upward price momentum, revisions of GE Vernova's 2025 and 2026 estimates, as long as continued build in the company's backlog. Skip Navigation Markets Pre-Markets U.S.

Valuation

CNBC: Investing

JULY 19, 2025

The deal is expected to close toward the end of the first quarter of 2026. Skip Navigation Markets Pre-Markets U.S. Shares kicked off the week with a drop of almost 14% on Monday after the company said that it's going to buy a bioscience and diagnostics unit that was spun off from medical technology company Becton Dickinson for $17.5

Stock

CNBC: Investing

JUNE 17, 2025

Similarly, last month Citigroup named AppLovin one of its top picks , saying "the launch of APP's self-serve tools are apt to accelerate eCommerce revenues in 4Q25 and 2026," at the same time as "we sense that APP is not widely held by the majority of our clients as many investors view the firm as a 'black box.'"

Stock

Razorpay

JULY 13, 2025

How a Secure Payment Gateway Works: The 6-Step Transaction Flow The entire transaction process, from a customer clicking “Pay” to the funds appearing in your account, happens in seconds. India’s digital payment volume is projected to exceed 200 billion transactions by 2026, with UPI leading the charge. Did You Know?

Securities

CNBC: Investing

JULY 16, 2025

However, without a clear resolution to trade negotiations, he said he expects a high tariff rate could have a "material impact" for fiscal 2026. Skip Navigation Markets Pre-Markets U.S.

Sale

CNBC: Investing

JULY 1, 2025

"We add MDLZ to our Q225 tactical ideas list, as we see upside to Q225 results, affirming confidence in delivery for 2025, prospects for strong execution to sustain into 2026, and for MDLZ to backfill EPS power we see in the model ahead." Skip Navigation Markets Pre-Markets U.S.

S&P

CNBC: Investing

JULY 21, 2025

" Gallo's base case envisions the company will make progress turning a profit on a generally accepted accounting principles, or GAAP, basis and grow revenue by 20% or more in 2025 and 2026. Skip Navigation Markets Pre-Markets U.S.

Stock

CNBC: Investing

JUNE 26, 2025

And here is the EWY , another iShares product that directly represents South Korea, it's an index fund that seeks to replicate the MSCI Korea 25/50 Index. Of the 4 comparable companies here, CPNG has the highest expected EPS growth this year and next, at 290% and 127% respectively for 2025 and 2026.

Stock

CNBC: Investing

JULY 22, 2025

As such, we expect this income stream to normalize lower in 2026 and beyond," he wrote. Skip Navigation Markets Pre-Markets U.S. "USDC is already integrated with 24 different blockchains, and there are only so many chains that can afford these integration fees.

Media

CNBC: Investing

JULY 30, 2025

"We have a Neutral rating on Novo Nordisk given c7% 2026- 31E sales CAGR with Wegovy and Ozempic trends looking tougher in 2H25 with further pressures into FY26-27 including Canada semaglutide [loss of exclusivity] and [Inflation Reduction Act] impacts," analyst Sachin Jain wrote in a Wednesday note.

Bank

CNBC: Investing

JULY 11, 2025

"With more confidence the industrial semis de-stocking is ending, and flexible CapEx in 2026+, we raise our estimates and upgrade shares of TI to Buy with a $245 PT," analyst Joshua Buchalter wrote. Skip Navigation Markets Pre-Markets U.S. He also estimates that its capital expenditures will reach $2.5 billion next year.

Stock