JHVEPhoto/iStock Editorial via Getty Images Shares of Ciena ( CIEN ) fell about 3% premarket on Thursday despite fiscal first quarter results beating estimates and the company raising its fiscal full year 2026 revenue outlook. The networking systems provider saw fiscal first-quarter revenue grow 33% year-over-year to $1.43B, while adjusted EPS surged 111% year-over-year to $1.35. Both top and bott...
JHVEPhoto/iStock Editorial via Getty Images Shares of Ciena ( CIEN ) fell about 3% premarket on Thursday despite fiscal first quarter results beating estimates and the company raising its fiscal full year 2026 revenue outlook. The networking systems provider saw fiscal first-quarter revenue grow 33% year-over-year to $1.43B, while adjusted EPS surged 111% year-over-year to $1.35. Both top and bottom line numbers beat estimates. "We delivered a very strong fiscal first quarter, driven by focused execution and unprecedented, broad-based demand as we enable customers to monetize their AI investments," said Ciena's President and CEO Gary Smith. "We are investing and executing to deliver long‑term value for our shareholders and to support the full range of high‑speed connectivity needs for our customers." The company said three customers represented 10%-plus of revenue for a total of 47.4% of revenue. Ciena noted that in the first quarter it bought back about 0.4M common shares for around $80.5M under its $1B share repurchase program. Outlook "With a historically strong order book and record Q1 backlog, we are poised to deliver strong results, supported by durable demand, through 2026 and into 2027," said CFO Marc Graff. Ciena expects fiscal second quarter 2026 revenue to be in the range of $1.5B plus or minus $50M, versus a consensus revenue estimate of $1.44B. The company expects an adjusted (non-GAAP) operating margin between 17.5% and 18.5%. Ciena forecasted an adjusted (non-GAAP) gross margin between 43.5% and 44.5%. For the full fiscal year 2026, the company now anticipates revenue to be between $5.9B and $6.3B (midpoint at $6.1B), versus a prior forecast of $5.7B to $6.1B (midpoint at $5.9B). The consensus revenue estimate is $5.96B. More on Ciena Ciena: Expensive For A Reason Ciena: AI Rebirth Fairly Valued Steven Cress' Top 10 AI Stocks (Recap & Update) Ciena beats top-line and bottom-line estimates; introduces Q2 and raises FY26 outlook Ciena Q1 2026 Earnings P...
John Wiley & Sons press release ( WLY ): Q3 Non-GAAP EPS of $0.97. Revenue of $410.04M (+1.3% Y/Y). More on John Wiley & Sons John Wiley & Sons: Structural Risk To Higher Education Casts A Shadow Over AI Licensing John Wiley & Sons, Inc. 2026 Q2 - Results - Earnings Call Presentation John Wiley & Sons Q3 2026 Earnings Preview Wiley increases share repurchase allocation to $100M Seeking Alpha’s Qua...
John Wiley & Sons press release ( WLY ): Q3 Non-GAAP EPS of $0.97. Revenue of $410.04M (+1.3% Y/Y). More on John Wiley & Sons John Wiley & Sons: Structural Risk To Higher Education Casts A Shadow Over AI Licensing John Wiley & Sons, Inc. 2026 Q2 - Results - Earnings Call Presentation John Wiley & Sons Q3 2026 Earnings Preview Wiley increases share repurchase allocation to $100M Seeking Alpha’s Quant Rating on John Wiley & Sons
mustafaU Rigetti Computing ( RGTI ) shares slid more than 4% in premarket trading as Wall Street analysts weighed in on the quantum computing company's fourth-quarter results and technical updates. Jefferies analyst Kevin Garrigan said that while revenue was a “touch light” compared to what Wall Street was expecting, Rigetti's management pointed to a “sharp” step-up in the coming quarter, based on...
mustafaU Rigetti Computing ( RGTI ) shares slid more than 4% in premarket trading as Wall Street analysts weighed in on the quantum computing company's fourth-quarter results and technical updates. Jefferies analyst Kevin Garrigan said that while revenue was a “touch light” compared to what Wall Street was expecting, Rigetti's management pointed to a “sharp” step-up in the coming quarter, based on Novera system sales. “We’re encouraged by the early system-sales cadence building into 2026, including two Novera on‑prem deliveries in 1H26, a Novera QPU sale to a Japanese research organization (shipping in April and rev‑rec in Q2), and the $8.4M 108‑qubit C‑DAC system slated for 2H26,” Garrigan wrote in a note to clients. “On the technology side, the story continues to develop, with RGTI showing meaningful progress in both speed and error rates, including strong two‑qubit fidelity results using its proprietary adiabatic CZ scheme at 28ns, alongside continued improvements across the QPU portfolio. Importantly, management reiterated its timeline to deploy the 108‑qubit system by the end of March, and we view that delivery as the near-term tell that underwrites the next legs of the roadmap (>150 qubits by end‑2026 and >1,000 qubits by end‑2027).” Garrigan reiterated his Hold rating on Rigetti and lowered his price target to $20 from $30. Needham analyst N. Quinn Bolton also lowered his price target on Rigetti following the results, cutting it to $31 from $51, due to multiple compression in the sector. Nonetheless, Bolton took some confidence from management's upbeat tone for the rest of 2026. “In September 2025, the company received ~$5.7MM for two of its 9-qubit Novera QPU systems. Rigetti expects to recognize slightly less than half of the total amount in 1Q26, with the remainder in 2Q26,” Bolton explained. “Management noted these two system sales will carry lower GM as a dilution fridge is included in the delivery. Revenue from the 9-qubit Novera QPU sale to the Japan-b...
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital. The investment firm initiated the semiconductor manufacturer with a buy rating and $250 price target, implying upside of 120% from Wednesday's close. The semiconductor stock has slipped 32% this year but is still trading 66% higher over the past 12 months. ALAB 1...
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital. The investment firm initiated the semiconductor manufacturer with a buy rating and $250 price target, implying upside of 120% from Wednesday's close. The semiconductor stock has slipped 32% this year but is still trading 66% higher over the past 12 months. ALAB 1Y mountain ALAB 1Y chart Loop analyst Ananda Baruah called Astera " the company most representing a diversified AI silicon 'pure play'" outside of Nvidia. The analyst sees the stock as a beneficiary of an AI "super cycle." Baruah said that Amazon Web Services' usage targets for its Tranium 3 and 4 chips may be materially stronger than the market is appreciating. Amazon remains Astera Lab's largest customer and is the driver of its lucrative Scorpio platform, he wrote. Artificial intelligence builds also remain larger than what is currently appreciated, the analyst added. "ALAB has opportunity across essentially all Gen AI silicon flavors (GPU, Tranium, TPU and the other XPUs) with solutions that address the most critical 'pain points' inside the AI Server & Cluster experience. As servers and clusters become larger and more sophisticated (i.e. increasingly complex), ALAB becomes more both critical and valuable," Baruah wrote. "We view ALAB as a Best of Breed 'AI-Server Complexity' company at the very front end of numerous material tailwinds. While there is strong competition and ongoing innovation all manifesting simultaneously at an increasing rate, we believe ALAB is among the group of companies charting out leadership positions at the intersection of key AI infrastructure trends," he said. Baruah also wrote that there may be a pathway to additional revenue upside levels from here, notably due to stronger Nvidia graphics processing units and overall AI accelerator shipments.
Lunt Capital Management Inc. purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,796 shares of the electric vehicle producer's stock, valued at approximately $799,000. A number of other hedge funds and other institutional investor...
Lunt Capital Management Inc. purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,796 shares of the electric vehicle producer's stock, valued at approximately $799,000. A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Brighton Jones LLC raised its holdings in shares of Tesla by 11.8% during the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock valued at $35,509,000 after acquiring an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Tesla by 21.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock worth $2,147,000 after purchasing an additional 931 shares in the last quarter. Bison Wealth LLC raised its holdings in Tesla by 52.2% in the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock worth $4,187,000 after purchasing an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Tesla by 9.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after purchasing an additional 1,011 shares during the period. Finally, AGP Franklin LLC boosted its stake in shares of Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock valued at $1,544,000 after purchasing an additional 851 shares in the last quarter. Institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up Tesla Stock Up 3.4% Shares of NASDAQ:TSLA opened at $405.94 on Thursday. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. The stoc...
Kane Investment Management Inc. purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,405 shares of the semiconductor company's stock, valued at approximately $672,000. A number of other institutional inves...
Kane Investment Management Inc. purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,405 shares of the semiconductor company's stock, valued at approximately $672,000. A number of other institutional investors also recently modified their holdings of TSM. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter valued at $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $32,000. Fairman Group LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after purchasing an additional 89 shares in the last quarter. Riggs Asset Managment Co. Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $41,000. Finally, Navigoe LLC bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth approximately $42,000. 16.51% of the stock is owned by institutional investors. Get TSM alerts: Sign Up Analyst Ratings Changes Several analysts have recently commented on the stock. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Friday, February 13th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a report on Friday, January 23rd. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an "overweight" rating in a r...
Net Sales up 41% to $3.0 Million in Nine Months Ended December 31, 2025 Gross Margin Increased by 46% and Operating Expenses Decreased by 45% Strategic Collaboration with Meta and Global Expansion Accelerate Omni One Adoption and Scale AI-Enabled Defense Training and Enterprise Applications Advance Multi-Use Growth Strategy Virtuix Rang the Nasdaq Closing Bell on March 4, 2026 Management to Host C...
Net Sales up 41% to $3.0 Million in Nine Months Ended December 31, 2025 Gross Margin Increased by 46% and Operating Expenses Decreased by 45% Strategic Collaboration with Meta and Global Expansion Accelerate Omni One Adoption and Scale AI-Enabled Defense Training and Enterprise Applications Advance Multi-Use Growth Strategy Virtuix Rang the Nasdaq Closing Bell on March 4, 2026 Management to Host Conference Call Today at 8:30 a.m. Eastern Time AUSTIN, Texas, March 05, 2026 (GLOBE NEWSWIRE) -- Virtuix Holdings Inc. (NASDAQ: VTIX) (the “Company”), a leading developer of full-body virtual reality systems, today reported financial and operational results for the three and nine months ended December 31, 2025. Figures presented herein are approximate and have been minimally rounded for readability. Investors should refer to the accompanying financial statements and the Company’s Quarterly Report on Form 10-Q for exact amounts. Key Third Quarter and Nine-Month Fiscal 2026 Results and Subsequent Highlights Net sales for the nine months ended December 31, 2025 were $3.0 million, an increase of $0.9 million or 41% from net sales of $2.1 million for the prior year period. Gross margin for the nine months ended December 31, 2025, increased to 29% from (17%) in the prior year period. Total operating expenses decreased $5.1 million, or 45%, to $6.3 million in the nine months ended December 31, 2025, from $11.4 million in the prior year period. Net sales for the three months ended December 31, 2025 were $1.0 million, compared to $1.3 million in the prior year period. Notably, new orders for Omni One and Omni One Core systems increased 60% in December 2025 compared to December 2024, reflecting a strong 2025 holiday season. The overall higher revenue in the three months ended December 31, 2024 was primarily attributable to the fulfillment of a large backlog of Omni One preorders, accumulated since the start of the preorder period in August 2023, in Q3 FY2025, whereas revenues in Q3 F...
Exhibited at CES 2026 in partnership with Pimax as part of a collaboration to demonstrate Omni One played with Pimax’s new Dream Air headset, highlighting the system’s seamless compatibility with PC VR and SteamVR games. Announced that Omni One is eligible for purchase with Health Savings Account (HSA) and Flexible Spending Account (FSA) funds through the Company’s partner, Truemed, allowing users...
Exhibited at CES 2026 in partnership with Pimax as part of a collaboration to demonstrate Omni One played with Pimax’s new Dream Air headset, highlighting the system’s seamless compatibility with PC VR and SteamVR games. Announced that Omni One is eligible for purchase with Health Savings Account (HSA) and Flexible Spending Account (FSA) funds through the Company’s partner, Truemed, allowing users to invest in their health while enjoying a fully immersive VR gaming experience. By using pre-tax HSA or FSA dollars, eligible buyers can save approximately 30% on their purchase, depending on their federal and state income tax. Highlighted the integration of AI-driven 3D reconstruction into the Virtual Terrain Walk (VTW) system for training and simulation in the defense industry, rapidly transforming real-world environments captured with 360-degree cameras into high-fidelity, photorealistic, and navigable 3D worlds, and announced the sale of test units to the U.S. Military Academy at West Point, the U.S. Air Force Academy, and Yokota Air Force Base. Demonstrated humanoid robot teleoperation using Omni One Enterprise in collaboration with the University of Central Florida’s Institute for Simulation & Training, highlighting Omni One’s ability to translate 360-degree natural walking into real-time robot teleoperation and training. Expanded Omni One Core sales to Europe, marking a significant milestone in the Company's international growth. European customers can now place orders across major markets including Germany, United Kingdom, France, and additional EU countries through Virtuix's dedicated EU and UK storefronts, with initial shipments scheduled to begin between April 13 and April 24, 2026. Joined the “Made for Meta” partnership program of Meta Platforms, Inc. to enable "Omni One" 360-degree treadmill compatibility with Meta Quest headsets and games, broadening Omni One's addressable market to the world's largest XR user base. Gross margin for the three months ended De...
SoFi (NASDAQ: SOFI) has fallen by more than 40% from its highs, despite strong results from its business. In this video, I discuss the recent results and why I think SoFi could be a steal at these levels. *Stock prices used were the morning prices of March 4, 2026. The video was published on March 5, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one li...
SoFi (NASDAQ: SOFI) has fallen by more than 40% from its highs, despite strong results from its business. In this video, I discuss the recent results and why I think SoFi could be a steal at these levels. *Stock prices used were the morning prices of March 4, 2026. The video was published on March 5, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in SoFi Technologies right now? Before you buy stock in SoFi Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and SoFi Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $526,889!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,103,743!* Now, it’s worth noting Stock Advisor’s total average return is 947% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 5, 2026. Matt Frankel, CFP has positions in SoFi Technologies. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are...
President Donald Trump expressed confidence in the US military campaign against Iran even as the timeline for operations remained deeply unclear on the fifth day of the Middle East war. Oil extended gains as the US and Israeli war against Iran disrupted crude flows to key importers, with the combatants vowing to press on with the conflict and top importer China seeking to conserve fuel. Graphic ha...
President Donald Trump expressed confidence in the US military campaign against Iran even as the timeline for operations remained deeply unclear on the fifth day of the Middle East war. Oil extended gains as the US and Israeli war against Iran disrupted crude flows to key importers, with the combatants vowing to press on with the conflict and top importer China seeking to conserve fuel. Graphic has been edited to reflect the correct guest title at 23:48. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Lizzy Burden and Tom Mackenzie. (Source: Bloomberg)
JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday afternoon, easily outperforming expectations. The company is showing a strong and improving growth rate, its near-term outlook is quite positive, and the valuation has come down recently. For investors looking for AI exposure, Broadcom could be attractive at curr...
JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday afternoon, easily outperforming expectations. The company is showing a strong and improving growth rate, its near-term outlook is quite positive, and the valuation has come down recently. For investors looking for AI exposure, Broadcom could be attractive at current prices, I believe. Past Coverage Of Broadcom I have written about Broadcom here on Seeking Alpha in the past, most recently in December, three months ago, when I published this article , in which I gave Broadcom a neutral rating, noting both its appealing growth and its rather high valuation at the time. Since then, shares have pulled back, while growth has accelerated further, which is why I am more bullish today. With Broadcom having announced its most recent quarterly earnings results on Wednesday, it's time for a thesis update on the company. Broadcom Q1 Earnings: What Happened? Broadcom Inc. announced its Q1 results on Wednesday, following the market's close. These were the headline numbers from the company's earnings report: Broadcom Inc. Q1 Earnings Results (Seeking Alpha) We see that Broadcom delivered a double beat, which is, of course, the ideal outcome—the company's actual performance was better compared to what Wall Street analysts were estimating for both business growth and profitability. The beats weren't overly large, at ~1% to 2%, but it was a double beat nevertheless—the fifth one in a row. At the time of writing, shares are up by a couple of percentage points in after-hours trading, although this could change throughout Thursday as more and more investors digest Broadcom's earnings report and Q2 guidance. Broadcom: Accelerating Growth Delving into the Q1 report, let's start with Broadcom's business growth rate: Revenues were 29% higher than one year earlier, which is a pretty strong growth rate all by itself, but which also represents the continuation...
JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday afternoon, easily outperforming expectations. The company is showing a strong and improving growth rate, its near-term outlook is quite positive, and the valuation has come down recently. For investors looking for AI exposure, Broadcom could be attractive at curr...
JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday afternoon, easily outperforming expectations. The company is showing a strong and improving growth rate, its near-term outlook is quite positive, and the valuation has come down recently. For investors looking for AI exposure, Broadcom could be attractive at current prices, I believe. Past Coverage Of Broadcom I have written about Broadcom here on Seeking Alpha in the past, most recently in December, three months ago, when I published this article , in which I gave Broadcom a neutral rating, noting both its appealing growth and its rather high valuation at the time. Since then, shares have pulled back, while growth has accelerated further, which is why I am more bullish today. With Broadcom having announced its most recent quarterly earnings results on Wednesday, it's time for a thesis update on the company. Broadcom Q1 Earnings: What Happened? Broadcom Inc. announced its Q1 results on Wednesday, following the market's close. These were the headline numbers from the company's earnings report: Broadcom Inc. Q1 Earnings Results (Seeking Alpha) We see that Broadcom delivered a double beat, which is, of course, the ideal outcome—the company's actual performance was better compared to what Wall Street analysts were estimating for both business growth and profitability. The beats weren't overly large, at ~1% to 2%, but it was a double beat nevertheless—the fifth one in a row. At the time of writing, shares are up by a couple of percentage points in after-hours trading, although this could change throughout Thursday as more and more investors digest Broadcom's earnings report and Q2 guidance. Broadcom: Accelerating Growth Delving into the Q1 report, let's start with Broadcom's business growth rate: Revenues were 29% higher than one year earlier, which is a pretty strong growth rate all by itself, but which also represents the continuation...
Micron Technology (NASDAQ: MU) traded at $400.77 Thursday morning, bouncing 5.55% off the prior close after an 8.46% one-month pullback tied to geopolitical-driven semiconductor selling. The 12-month run has been extraordinary: +340.89% from $90.90 a year ago. The question investors are asking is whether this dip is a gift or a warning. The 24/7 Wall ... Micron Stock Price Prediction: Where Will M...
Micron Technology (NASDAQ: MU) traded at $400.77 Thursday morning, bouncing 5.55% off the prior close after an 8.46% one-month pullback tied to geopolitical-driven semiconductor selling. The 12-month run has been extraordinary: +340.89% from $90.90 a year ago. The question investors are asking is whether this dip is a gift or a warning. The 24/7 Wall ... Micron Stock Price Prediction: Where Will MU Be in 1 Year?
Quick Read Micron (MU) is at $400.77, up 5.55% after Q1 revenue of $13.64B and EPS of $4.78 beat estimates. Q2 guidance: $18.70B revenue, $8.42 EPS. Wall St. target is $316.13, bull case $479.55. Micron’s sold-out HBM capacity through 2026 as the only American HBM supplier and new AI infrastructure products with Nvidia drove exceptional Q1 results and strong Q2 guidance. The analyst who called NVI...
Quick Read Micron (MU) is at $400.77, up 5.55% after Q1 revenue of $13.64B and EPS of $4.78 beat estimates. Q2 guidance: $18.70B revenue, $8.42 EPS. Wall St. target is $316.13, bull case $479.55. Micron’s sold-out HBM capacity through 2026 as the only American HBM supplier and new AI infrastructure products with Nvidia drove exceptional Q1 results and strong Q2 guidance. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Micron Technology (NASDAQ: MU) traded at $400.77 Thursday morning, bouncing 5.55% off the prior close after an 8.46% one-month pullback tied to geopolitical-driven semiconductor selling. The 12-month run has been extraordinary: +340.89% from $90.90 a year ago. The question investors are asking is whether this dip is a gift or a warning. The 24/7 Wall St. Price Target Summary Metric Value Current Price $400.77 24/7 Wall St. Price Target $316.13 Upside/Downside −21.12% Confidence Level 90% Our $316.13 price target sits below the current price, reflecting valuation stretch. The fundamental story remains compelling, so consider this target one datapoint among many. A Note Before We Begin Our $316.13 target is below where Micron trades today. Two catalysts could prove our model too conservative: HBM capacity is sold out for all of 2026, and the company is the only American HBM supplier. We've included a full bull case below. READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks A Rally Built on Real Earnings Micron's fiscal Q1 2026 results, reported December 17, 2025, were exceptional. Revenue came in at $13.64 billion, beating estimates by 5.91% and growing 56.65% year over year. Non-GAAP EPS of $4.78 exceeded the $3.9397 estimate by 21.33%. GAAP gross margin expanded from 38.4% a year ago to 56.0%, and free cash flow hit a company record of $3.91 billion. The stock has climbed from $243.64 at the time of that filing to $400.77, a move that prices in significant forward execution. How We Buil...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Job cuts: Morgan Stanley ( MS ) will lay off 3% of its workforce , while Amazon ( AMZN ) is cutting a "small number" of jobs in its robotics division . Resolving dispute: Anthropic ( ANTHRO ) is back in talks with ...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Job cuts: Morgan Stanley ( MS ) will lay off 3% of its workforce , while Amazon ( AMZN ) is cutting a "small number" of jobs in its robotics division . Resolving dispute: Anthropic ( ANTHRO ) is back in talks with the Pentagon, while its investors and Big Tech raise concerns over its "supply-chain risk" label. Time for refunds: A federal judge ordered the Trump administration to issue refunds after recalculating the duties importers paid and excluding IEEPA tariffs . Ripple effect The U.S.-Israel-Iran war is not just impacting energy markets . A South Korean lawmaker just warned that the fallout could disrupt the supply of key chipmaking materials and push electricity costs higher. What's at stake: "The semiconductor industry expressed concerns that rising oil prices could lead to higher electricity costs domestically, which could ultimately undermine the price competitiveness of semiconductors," lawmaker Kim Young-bae said after meeting with executives from companies such as Samsung Electronics ( SSNLF ) and SK Hynix ( HXSC.F ). Kim said South Korean companies source key chipmaking materials from the Middle East, like helium, and any supply disruption will impact chip production. "Logistics and transportation expenses will likely be the biggest issues rising from the situation in the Middle East," he said. Gulf dependence: South Korea is "highly dependent" on the Middle East for 14 items used in chipmaking, including helium, bromine and chip inspection equipment, its industry ministry said. Some of these can be sourced domestically or from other countries. But 54% of its naphtha imports travel through the Strait of Hormuz, and supplies could be hit if the Iran conflict is prolonged. South Korea sources 70% of its oil from the Middle East. The government said it has enough oil reserv...
Mobile tech conference Mobile World Congress is underway in Barcelona, where Qualcomm (QCOM) outlined its artificial intelligence (AI) strategy and upcoming innovations, including bringing 6G to market by 2029. Qualcomm CFO and COO Akash Palkhiwala speaks with Market Catalysts host Julie Hyman about the company's 6G plans and how they will transform the consumer electronics landscape. To watch mor...
Mobile tech conference Mobile World Congress is underway in Barcelona, where Qualcomm (QCOM) outlined its artificial intelligence (AI) strategy and upcoming innovations, including bringing 6G to market by 2029. Qualcomm CFO and COO Akash Palkhiwala speaks with Market Catalysts host Julie Hyman about the company's 6G plans and how they will transform the consumer electronics landscape. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
US equity markets were tracking in the red before the opening bell Thursday as investor concerns per Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US equity markets were tracking in the red before the opening bell Thursday as investor concerns per Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
A headline-grabbing stunt for Evita, which saw her perform on the outdoor balcony every night, drew huge crowds to the concourse outside the Palladium, sparking a debate about whether it was fair to the ticket buyers sitting inside the theatre.
A headline-grabbing stunt for Evita, which saw her perform on the outdoor balcony every night, drew huge crowds to the concourse outside the Palladium, sparking a debate about whether it was fair to the ticket buyers sitting inside the theatre.