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. " Schneider also likes Cadence, which makes software and hardware for chip design.

Stock

CNBC: Investing

JULY 12, 2025

Two new brand launches in 2025/2026 should drive further opportunities targeting new end users." 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. If Oracle is close to generating 100% RPO growth during FY26 and meeting revenue targets, we think shares will move higher, all else equal," Bachman wrote.

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."

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 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

Global Newswire by Notified: M&A

AUGUST 1, 2025

Today, Commonwealth begins its next chapter supported by LPL’s advanced technology, robust wealth management portfolio, and expanded capital solutions, all while retaining our brand and elevating our respected service experience. LPL remains on track to achieve its 90% retention target. The acquisition was announced on March 31, 2025.

Acquisitions

CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. "Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook.

Portfolio

CNBC: Investing

JULY 17, 2025

BlackRock's finance chief Martin Small said on an earnings call that the firm anticipates launching a proprietary LifePath target-date fund that includes private assets in 2026. "We're excited about that as a way of continuing to bring public-private whole portfolio investing to the retirement market," Small said.

Stock

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. 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

CNBC readers get 15% off FS Insight by Fundstrat — Tom Lee's premium market research — plus a 30-day free trial. Click here to claim your exclusive offer.)

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%. Elliott ran an activist campaign at data center operator Switch in 2021, where the investor settled for a board seat for Elliott senior portfolio manager Jason Genrich.

IT

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. Analyst Frank Lee's target price of $200 per share, up from $100, is about 27% above Friday's close.

Stock

CNBC: Investing

JULY 21, 2025

The deal is expected to close in 2026. 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 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." " He also sees a smaller loss for 2025 than before due to "some pull forward of demand.

Profitability

CNBC: Investing

JULY 29, 2025

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." Most of the week's gains came after Oracle's fiscal fourth quarter results topped Street estimates.

Stock

CNBC: Investing

AUGUST 7, 2025

"We expect three focal points on the call: (1) the shape of the Blackwell ramp in 2H and timing of Rubin introduction in 2026; (2) the timing of China's H20 ramp and go-forward contribution; (3) any gross margins benefits from previously reserved H20 inventory," he added.

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.

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. " Needham downgrades CoreWeave to hold from buy Needham downgraded the stock on valuation.

Stock

CNBC: Investing

JULY 16, 2025

Obin also lifted his fiscal 2026 earnings estimate to $13, "well above $11.43 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

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.

Retail

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

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.

Valuation

CNBC: Investing

JULY 19, 2025

The deal is expected to close toward the end of the first quarter of 2026. 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 was also an oversold name.

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

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."

S&P

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. stocks with the highest international sales are actually besting domestic-focused names.

Sale

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.

Stock

CNBC: Investing

JUNE 26, 2025

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. MELI is the next closest competitor in terms of earnings growth, expected to grow 33% for 2025 and 39% for 2026.

Stock

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 22, 2025

As such, we expect this income stream to normalize lower in 2026 and beyond," he wrote. "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 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. "Tariff/ macro concerns linger, but we see TI positioned to outperform in either a sharp or gradual recovery.

Stock

CNBC: Investing

AUGUST 7, 2025

The deal is expected to close in the first calendar quarter of 2026. In May, Qualcomm signed a memorandum of understanding with Saudi Arabian artificial intelligence firm Humain to develop data centers. Qualcomm has also reached an agreement to acquire semiconductor player Alphawave IP Group.

S&P

CNBC: Investing

JUNE 13, 2025

senators rolled out a road map for artificial intelligence policy, seeking a $32 billion annual investment in AI research and development by 2026. Rowe Price portfolio manager Tony Wang called out Arista Networks and Broadcom as strong plays for exposure to AI leaders as well as to companies building projects abroad. "With c.

Investment

CNBC: Investing

JULY 14, 2025

Bank of America's Merrill Lynch unit and Goldman Sachs were the two lead underwriters on Pony AI's initial public offering at $13 a share last November.

Stock

CNBC: Investing

JULY 16, 2025

While massive subscriber growth was the primary driver in 2024, we expect price increases to drive revenue growth in 2025, and the ad tier to drive revenue higher in 2026. As Netflix expands, its contribution margin can massively exceed our estimates, driving outsized free cash flow."

S&P