Getty Images Broadcom ( AVGO ) reported exceptional strength in earnings and revenues for Q1'26 on March 4, 2026, leading to a 5% increase in the firm’s share price on Thursday. Broadcom saw continual momentum in its core semiconductor solutions segment, which includes its custom chip-making business, and benefited from strong gross margins in Q1’26. The CapEx explosion in the data center market a...
Getty Images Broadcom ( AVGO ) reported exceptional strength in earnings and revenues for Q1'26 on March 4, 2026, leading to a 5% increase in the firm’s share price on Thursday. Broadcom saw continual momentum in its core semiconductor solutions segment, which includes its custom chip-making business, and benefited from strong gross margins in Q1’26. The CapEx explosion in the data center market and the shift towards custom-produced AI-optimized chips is supporting Broadcom’s long term growth prospects in the semiconductor industry which is why I believe shares are ripe to recover and march on to new highs in 2026. In addition, Broadcom guided for $100B in AI revenues by 2027 and announced a $10B stock buyback program. This buyback allows the hardware company to return more cash to shareholders and is also set to provide crucial support to the firm's share price throughout the year. Data by YCharts Previous rating I rated shares of Broadcom a hold in my last coverage on the semiconductor company -- Don't Hit The Panic Button -- mainly because of the firm's high valuation based off of earnings. However, long term growth drivers -- CapEx growth, hyperscaler-driven up-grades of Data Center infrastructure, promising upcoming AI chip releases -- provide fuel for top line and free cash flow upside. In the most recent quarter, Broadcom expanded its business strongly in the core semiconductor solutions segment and issued a promising revenue forecast for the current fiscal year. The chip enterprise growing focus on high-margin products in the AI semiconductor business indicates upside for gross margins as well. This, together with massive projected growth in AI chip revenue, is why I am up-grading shares to buy. Broadcom beat earnings for Q1’26 The semiconductor platform reported better-than-expected earnings and revenues for the first fiscal quarter on Thursday amid a wave of U.S. infrastructure upgrades in the Data Center market: Broadcom reported $2.05 per-share in normal...
Getty Images Broadcom ( AVGO ) reported exceptional strength in earnings and revenues for Q1'26 on March 4, 2026, leading to a 5% increase in the firm’s share price on Thursday. Broadcom saw continual momentum in its core semiconductor solutions segment, which includes its custom chip-making business, and benefited from strong gross margins in Q1’26. The CapEx explosion in the data center market a...
Getty Images Broadcom ( AVGO ) reported exceptional strength in earnings and revenues for Q1'26 on March 4, 2026, leading to a 5% increase in the firm’s share price on Thursday. Broadcom saw continual momentum in its core semiconductor solutions segment, which includes its custom chip-making business, and benefited from strong gross margins in Q1’26. The CapEx explosion in the data center market and the shift towards custom-produced AI-optimized chips is supporting Broadcom’s long term growth prospects in the semiconductor industry which is why I believe shares are ripe to recover and march on to new highs in 2026. In addition, Broadcom guided for $100B in AI revenues by 2027 and announced a $10B stock buyback program. This buyback allows the hardware company to return more cash to shareholders and is also set to provide crucial support to the firm's share price throughout the year. Data by YCharts Previous rating I rated shares of Broadcom a hold in my last coverage on the semiconductor company -- Don't Hit The Panic Button -- mainly because of the firm's high valuation based off of earnings. However, long term growth drivers -- CapEx growth, hyperscaler-driven up-grades of Data Center infrastructure, promising upcoming AI chip releases -- provide fuel for top line and free cash flow upside. In the most recent quarter, Broadcom expanded its business strongly in the core semiconductor solutions segment and issued a promising revenue forecast for the current fiscal year. The chip enterprise growing focus on high-margin products in the AI semiconductor business indicates upside for gross margins as well. This, together with massive projected growth in AI chip revenue, is why I am up-grading shares to buy. Broadcom beat earnings for Q1’26 The semiconductor platform reported better-than-expected earnings and revenues for the first fiscal quarter on Thursday amid a wave of U.S. infrastructure upgrades in the Data Center market: Broadcom reported $2.05 per-share in normal...
White House National Economic Council Director Kevin Hassett says the February jobs report is an "outlier." He says bad weather impacted the numbers. Nonfarm payrolls fell by 92,000. (Source: Bloomberg)
White House National Economic Council Director Kevin Hassett says the February jobs report is an "outlier." He says bad weather impacted the numbers. Nonfarm payrolls fell by 92,000. (Source: Bloomberg)
Robert Way/iStock Editorial via Getty Images My long-term followers know that I am not a big fan of AMD ( AMD ) because I believe that this company is a significant laggard compared to Nvidia ( NVDA ). However, I have never said that AMD is a weak or bad company. It is just Nvidia, too good and unparalleled as an AI picks and shovels play. However, AI tailwinds are so strong at the moment, making ...
Robert Way/iStock Editorial via Getty Images My long-term followers know that I am not a big fan of AMD ( AMD ) because I believe that this company is a significant laggard compared to Nvidia ( NVDA ). However, I have never said that AMD is a weak or bad company. It is just Nvidia, too good and unparalleled as an AI picks and shovels play. However, AI tailwinds are so strong at the moment, making AMD extremely likely to capitalize on favorable structural shifts as well. In addition, the fact that AMD currently trades approximately 20% cheaper compared to its ATH and ~6% lower after my previous cautious call made its valuation extremely attractive. Furthermore, I think that AMD is a compelling "Strong Buy" opportunity because technical analysis suggests that the downside risk is quite low as it currently trades at an extremely strong support level of $200. Recent developments AMD released its Q4 2025 earnings in early February, delivering a confident dual beat. It was the fourth quarter in a row with a 30%+ YoY revenue growth, spotlighting the fact that growth momentum remains strong despite increased comparative figures. Moreover, Q4 2025 was a big milestone in AMD’s history because it was the first quarter ever with sales exceeding $10 billion. The company’s EPS outpaced revenue growth with a 40% YoY increase. The fact that the bottom line grew faster than revenue means strong operating leverage and expanding margins. AMD’s operating margin grew from 13.8% to 17.1% on a YoY basis. Seeking Alpha Strong profitability means expanding FCF-generating capacity, which directly contributes to strengthening the balance sheet. AMD ended Q4 2025 with a solid $10.6 billion cash pile, which is 2.5 times larger than the total debt. Total debt of $4 billion represents approximately 1.5% of AMD’s market cap, meaning that the company boasts strong financial flexibility. It is a vital quality for any growth company because it means there are various options to finance new growth pro...
Robert Way/iStock Editorial via Getty Images My long-term followers know that I am not a big fan of AMD ( AMD ) because I believe that this company is a significant laggard compared to Nvidia ( NVDA ). However, I have never said that AMD is a weak or bad company. It is just Nvidia, too good and unparalleled as an AI picks and shovels play. However, AI tailwinds are so strong at the moment, making ...
Robert Way/iStock Editorial via Getty Images My long-term followers know that I am not a big fan of AMD ( AMD ) because I believe that this company is a significant laggard compared to Nvidia ( NVDA ). However, I have never said that AMD is a weak or bad company. It is just Nvidia, too good and unparalleled as an AI picks and shovels play. However, AI tailwinds are so strong at the moment, making AMD extremely likely to capitalize on favorable structural shifts as well. In addition, the fact that AMD currently trades approximately 20% cheaper compared to its ATH and ~6% lower after my previous cautious call made its valuation extremely attractive. Furthermore, I think that AMD is a compelling "Strong Buy" opportunity because technical analysis suggests that the downside risk is quite low as it currently trades at an extremely strong support level of $200. Recent developments AMD released its Q4 2025 earnings in early February, delivering a confident dual beat. It was the fourth quarter in a row with a 30%+ YoY revenue growth, spotlighting the fact that growth momentum remains strong despite increased comparative figures. Moreover, Q4 2025 was a big milestone in AMD’s history because it was the first quarter ever with sales exceeding $10 billion. The company’s EPS outpaced revenue growth with a 40% YoY increase. The fact that the bottom line grew faster than revenue means strong operating leverage and expanding margins. AMD’s operating margin grew from 13.8% to 17.1% on a YoY basis. Seeking Alpha Strong profitability means expanding FCF-generating capacity, which directly contributes to strengthening the balance sheet. AMD ended Q4 2025 with a solid $10.6 billion cash pile, which is 2.5 times larger than the total debt. Total debt of $4 billion represents approximately 1.5% of AMD’s market cap, meaning that the company boasts strong financial flexibility. It is a vital quality for any growth company because it means there are various options to finance new growth pro...
Asset manager IG4 Capital signaled it may abandon talks to acquire a controlling stake in Brazilian petrochemical giant Braskem SA as the nation’s antitrust watchdog delays its analysis on the deal, according to newspaper Valor Economico. The company continues to burn through cash and may need to seek bankruptcy protection within the next two or three months, the newspaper reported citing an execu...
Asset manager IG4 Capital signaled it may abandon talks to acquire a controlling stake in Brazilian petrochemical giant Braskem SA as the nation’s antitrust watchdog delays its analysis on the deal, according to newspaper Valor Economico. The company continues to burn through cash and may need to seek bankruptcy protection within the next two or three months, the newspaper reported citing an executive involved in the talks that it didn’t name. That scenario would differ from the one IG4 agreed to when it entered negotiations, and the asset manager signaled to banks it may back out of the deal, Valor said. Braskem and IG4 didn’t immediately reply to requests for comment. Petrobras, which shares control of Braskem with Novonor SA, also didn’t immediately reply to a request for comment. Braskem shares trimmed gains of as much as 8.5% on the report. They were up 1.3% as of 11:51 a.m. in Sao Paulo. Read more: Braskem Owner Novonor and IG4 Advance in Deal for Stake Sale In December, IG4 and troubled conglomerate Novonor — formerly known as Odebrecht — signed a binding agreement with creditor banks to buy all of Novonor’s debt backed by Braskem shares. Cade, as the watchdog is known, has been analyzing the deal since then. Last month it extended the time-line for the review.
As of March 6, 2026, Tesla Inc. (NASDAQ: TSLA) finds itself at a historical crossroads. Once the undisputed vanguard of the global electric vehicle (EV) revolution, the Austin-headquartered titan is currently navigating a complex "identity transition." The company is shifting its strategic weight from a pure-play automotive manufacturer toward a multifaceted powerhouse of "Physical AI" and industr...
As of March 6, 2026, Tesla Inc. (NASDAQ: TSLA) finds itself at a historical crossroads. Once the undisputed vanguard of the global electric vehicle (EV) revolution, the Austin-headquartered titan is currently navigating a complex "identity transition." The company is shifting its strategic weight from a pure-play automotive manufacturer toward a multifaceted powerhouse of "Physical AI" and industrial energy infrastructure. Tesla is currently in focus due to a bifurcated narrative: on one hand, the successful volume production ramp of the Tesla Semi at Giga Nevada represents a massive leap into the lucrative Class 8 trucking sector. On the other, the company faces an existential challenge in the European market, where a combination of aggressive Chinese OEMs and revitalized German legacy automakers has eroded Tesla’s once-dominant market share. This article explores whether Tesla’s pivot to AI and energy can offset the maturing—and increasingly crowded—passenger vehicle market. Historical Background Founded in 2003 by Martin Eberhard and Marc Tarpenning, and famously joined early on by Elon Musk, Tesla’s journey began with the high-end Roadster in 2008. The company’s "Master Plan" was clear: build a low-volume expensive car, use that money to build a medium-volume car at a lower price, and finally use that money to create an affordable high-volume car. The successful launch of the Model S in 2012 and the Model X in 2015 proved EVs could be desirable, but it was the 2017 launch of the Model 3 that transformed Tesla into a mass-market player. Despite the infamous "production hell" of 2018, Tesla scaled global operations with Gigafactories in Shanghai, Berlin, and Texas. By 2021, Tesla reached a $1 trillion market capitalization, cementing its status as the world’s most valuable automaker. However, the 2024-2025 period—often called the "EV Winter"—forced the company to pivot away from hyper-growth in car sales toward the software and energy sectors. Business Model Tesla...
Jiuzi Holdings ( JZXN ) announced on Thursday that it has executed an investment agreement with a strategic investment institution for the subscription of 40 million ordinary shares of the company at $2.00 per share, representing a total investment amount of $80 million, to be funded in cash. The company stated that the initial investment was completed and closed today and the strategic investor h...
Jiuzi Holdings ( JZXN ) announced on Thursday that it has executed an investment agreement with a strategic investment institution for the subscription of 40 million ordinary shares of the company at $2.00 per share, representing a total investment amount of $80 million, to be funded in cash. The company stated that the initial investment was completed and closed today and the strategic investor has preliminarily commenced participation in the company's management. Additionally, both parties have reached a consensus on the plan to advance the subsequent actual crypto contribution. Based on the completion of the initial investment and the strategic investor's preliminary participation in management, the parties will initiate the second phase of cooperation, involving an actual crypto contribution in the form of crypto assets, the company said. Pursuant to the agreement, the strategic investor will obtain a seat on the Board of Directors upon completion of this initial investment and will participate in the day-to-day operations of the company's crypto asset treasury committee. With the initial $80 million cash investment secured and the strategic investor's preliminary participation in management, Jiuzi expects to expand cash reserves and enhance treasury structure flexibility. JZXN is up +19.85% to $1.57. Source: Press Release More on Jiuzi Holdings Jiuzi to receive $90M investment from Morgan International Finance Jiuzi Holdings signs cooperation deal with EXSAT to explore crypto custody business Seeking Alpha’s Quant Rating on Jiuzi Holdings Financial information for Jiuzi Holdings
primeimages/E+ via Getty Images Fund performance The abrdn Global Dynamic Dividend Fund ( AGD ) outperformed its benchmark over the three-month period ending 31 January 2026, driven by stock selection and, to a lesser degree, sector allocation. 1 Cumulative and annualized total return as of January 31, 2026 (%) NAV Market Price MSCI AC World Index (Net TR) 10 Years (p.a.) 11.26 13.77 12.75 5 Years...
primeimages/E+ via Getty Images Fund performance The abrdn Global Dynamic Dividend Fund ( AGD ) outperformed its benchmark over the three-month period ending 31 January 2026, driven by stock selection and, to a lesser degree, sector allocation. 1 Cumulative and annualized total return as of January 31, 2026 (%) NAV Market Price MSCI AC World Index (Net TR) 10 Years (p.a.) 11.26 13.77 12.75 5 Years (p.a.) 9.50 13.18 11.95 3 Years (p.a.) 13.47 18.88 19.06 1 Year 21.77 37.68 21.87 Year to Date 3.78 7.41 2.96 3 Months 5.99 9.88 4.03 1 month 3.78 7.41 2.96 Click to enlarge PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Investment returns and principal value will fluctuate and shares, when sold, may be worth more or less than original cost. Current performance may be lower or higher than the performance quoted. NAV return data includes investment management fees, custodial charges and administrative fees (such as Director and legal fees) and assumes the reinvestment of all distributions. Effective February 28, 2020, the MSCI All Country World Index (Net Dividends) replaced the MSCI All Country World Index (Gross Dividends) as the Fund’s primary benchmark. The Fund is subject to investment risk, including the possible loss of principal. Returns for periods less than one year are not annualized. Expense ratios Fiscal year ended October 31 (%) Annual Expenses Percent of Net Assets Percent of Managed Assets Management Fees 1.00 1.00 Other Expenses 0.27 0.27 Fee Waiver -0.11 -0.11 Operating Expenses 1.16 1.16 Leverage Costs 0.05 0.05 Total Expenses 1.21 1.21 Total Expenses before Fee Waiver 1.32 1.32 Click to enlarge The Fund has an expense cap or limits on certain expenses, which excludes leverage costs, taxes, and non-routine/extraordinary expenses. Details of the cap or limit, including the term, can be found in the Fund’s most recent shareholder report. Leverage Costs include interest, fees, and other up front/ offering costs associated with the leverage structure for...
From inflation and interest rates to a stock market reshuffling and the federal deficit, this war could have far-reaching financial effects. Investing moves to consider.
From inflation and interest rates to a stock market reshuffling and the federal deficit, this war could have far-reaching financial effects. Investing moves to consider.
wild boar bit a hiker in Hong Kong before it fell down a flight of stairs and died, according to police. A police spokesman said the victim, 57, had arrived at a public toilet at Boon Kin Village in Tseung Kwan O on Friday morning while hiking with her husband, also 57, and a friend, when the boar suddenly emerged and chased her. Shocked, the woman fell, hitting her head – resulting in swelling on...
wild boar bit a hiker in Hong Kong before it fell down a flight of stairs and died, according to police. A police spokesman said the victim, 57, had arrived at a public toilet at Boon Kin Village in Tseung Kwan O on Friday morning while hiking with her husband, also 57, and a friend, when the boar suddenly emerged and chased her. Shocked, the woman fell, hitting her head – resulting in swelling on her forehead – and scratching her limbs, police said. Advertisement Some witnesses reportedly said nearby residents came out after hearing strange noises, only to see the animal biting the woman’s leg and not letting go. The villagers grabbed wooden sticks and began to hit the boar. It later fell down a long flight of stairs and was knocked unconscious, police said. Advertisement Officers who arrived on the scene found that the boar was dead.
JHVEPhoto/iStock Editorial via Getty Images RH ( RH ) is a well-known, global retailer of home furnishing products. I started covering the firm back in May 2022 with an initial neutral rating , which I later downgraded to sell , primarily driven by the macroeconomic headwinds and the financial performance of the firm. In Q4 2025 I became somewhat more bullish on the firm and upgraded my rating to ...
JHVEPhoto/iStock Editorial via Getty Images RH ( RH ) is a well-known, global retailer of home furnishing products. I started covering the firm back in May 2022 with an initial neutral rating , which I later downgraded to sell , primarily driven by the macroeconomic headwinds and the financial performance of the firm. In Q4 2025 I became somewhat more bullish on the firm and upgraded my rating to hold again, driven primarily by the firm's sales growth despite the macroeconomic headwinds. Analysis history (Author) Since my coverage started, RH's stock price has been quite volatile, but at the end of the day, the firm lost almost half of its market value, while both the broader market ( SPY ) and the consumer discretionary sector ( XLY ) increased significantly. Since my latest writing, RH's stock price declined by roughly 15%, while the SPY remained flat. Data by YCharts Right now, I do not believe that the current hold rating is justified anymore, and I believe it is not attractive to own the stock before the earnings results come out - expected in early April - and we get more clarity on the way forward. 1. Macroeconomic Environment When it comes to the macroeconomic environment, I believe there are two indicators that could help us gauge how the demand for RH’s products may develop in the coming quarters. One of them is the existing home sales - an indicator of the health of the housing market—and the other is the consumer confidence - an indicator of the health of the consumer. Existing home sales in the United States plummeted recently, recording one of the largest declines in the past years, bringing back the number of units sold to the 2024 September levels. In my view, existing home sales has a meaningful influence on the demand for home decor, home furnishing, or homeware products, like the ones RH is selling. A weak housing market is likely to create or continue creating headwinds for RH. U.S. Existing home sales (tradingeconomics.com) Consumer confidence i...
CNBC's Jim Cramer on Friday expressed concern about the surprisingly weak February jobs report . The line that Cramer focused on most: the information sector of the economy lost 11,000 jobs last month. Over the past 12 months, it had lost an average of 5,000, according to the Bureau of Labor Statistics. This broad employment group includes telecommunications, software publishing and the media, amo...
CNBC's Jim Cramer on Friday expressed concern about the surprisingly weak February jobs report . The line that Cramer focused on most: the information sector of the economy lost 11,000 jobs last month. Over the past 12 months, it had lost an average of 5,000, according to the Bureau of Labor Statistics. This broad employment group includes telecommunications, software publishing and the media, among others. Cramer said when he saw that above-trend 11,000 decline, his conclusion was: "OK, that has to be AI. "Enough. Enough." Cramer said he hears so many companies talking about their growing adoption of artificial intelligence in areas like call centers and for tasks that junior employees might traditionally do. "Here it is. It's the beginning," Cramer said. "I just say, OK. That's it. People don't want to hire, and they're letting people go. They're doing some firing." Nonfarm payrolls in February dropped by 92,000 and the unemployment rate rose to 4.4% from 4.3% in the prior month, according to the Bureau of Labor Statistics. Economists polled by Dow Jones had expected an increase of 50,000 jobs in the month. To be sure, some of the February job losses in areas like health care were likely related to a now-resolved strike at Kaiser Permanente. Cramer said he sees other parts of the jobs report that suggest growing adoption of technology. He pointed to employment in transportation and warehousing declining by 157,000 jobs since its peak in February 2025. "That's robots. They're starting to use robots," Cramer said. "It's happening. Stop saying, 'When's it going to happen?' This is a happening," Cramer said. "No one wants to admit it because it's not cyclical. It's secular." He added, "This is the agentic economy."
Ben Affleck has sold his artificial intelligence company to Netflix in a surprise deal, saying he had been driven to embrace a technology that had initially “really scared” him. Netflix has acquired the postproduction startup InterPositive from the Oscar-winning actor, director, producer and screenwriter for an undisclosed sum. Affleck had kept InterPositive below the radar and had previously play...
Ben Affleck has sold his artificial intelligence company to Netflix in a surprise deal, saying he had been driven to embrace a technology that had initially “really scared” him. Netflix has acquired the postproduction startup InterPositive from the Oscar-winning actor, director, producer and screenwriter for an undisclosed sum. Affleck had kept InterPositive below the radar and had previously played down AI’s creative abilities. This year, he told the podcaster Joe Rogan he did not think the technology would be able to “write anything meaningful” or make films “from whole cloth”. However, in a video announcing the transaction, the Good Will Hunting and Gone Girl actor said he had moved from being scared of AI’s potential impact when he first encountered the technology to viewing it as a “really meaningful innovation”. Affleck said InterPositive did not provide video generation tools such as Google’s Veo3 or OpenAI’s Sora – it was “not about text prompting or generating something from nothing” – but instead helped in the post-production process. InterPositive tools are trained on a film or TV production’s own footage, or dailies, and helps deal with issues such as reframing shots, adjusting incorrect lighting and removing the wires from stunt performers, said Affleck. The media industry is warming to the idea of using AI for content and storytelling, in a significant pivot from Hollywood’s earlier concerns about the technology challenging creative jobs and intellectual property rights. Late last year, Disney announced plans to allow OpenAI to use characters from the media and entertainment company’s Star Wars, Pixar and Marvel franchises in the Sora AI video generator. Announcing the acquisition of InterPositive, Bela Bajaria, Netflix’s chief content officer, said: “We believe new tools should expand creative freedom, not constrain it or replace the work of writers, directors, actors, and crews.” Last month, Netflix backed out of a high-stakes race to acquire Warner ...
Nvidia (NVDA) closed the last trading session at $183.34, gaining 6.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $264.8 indicates a 44.4% upside potential. The mean estimate comprises 46 short-term price targets with a standard deviation of $43.31. While the lowest ...
Nvidia (NVDA) closed the last trading session at $183.34, gaining 6.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $264.8 indicates a 44.4% upside potential. The mean estimate comprises 46 short-term price targets with a standard deviation of $43.31. While the lowest estimate of $140.00 indicates a 23.6% decline from the current price level, the most optimistic analyst expects the stock to surge 92% to reach $352.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts. While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable. But, for NVDA, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside. Price, Consensus and EPS Surprise Here's What You Should Know About Analysts' Price Targets According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading. While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and indu...
Companies facing multibillion-dollar exposure from mass tort personal-injury litigation have faced massive jury verdicts in 2026, and the trend shows no sign of slowing. In this Votes and Verdicts episode, BI litigation analysts Holly Froum and Matthew Schettenhelm are joined by mass tort expert Joseph Fantini to discuss some of the major hurdles facing companies, including weedkiller cancer claim...
Companies facing multibillion-dollar exposure from mass tort personal-injury litigation have faced massive jury verdicts in 2026, and the trend shows no sign of slowing. In this Votes and Verdicts episode, BI litigation analysts Holly Froum and Matthew Schettenhelm are joined by mass tort expert Joseph Fantini to discuss some of the major hurdles facing companies, including weedkiller cancer claims against Bayer’s Monsanto, NEC litigation against Abbott and Reckitt’s Mead Johnson unit, talc liti
Michael Vi Okta ( OKTA ) was in focus on Friday as BMO upgraded the cybersecurity company and raised its price target on the stock, citing “revenue growth durability.” “We believe identity management is critical for agent adoption, and we think Okta will be one of the companies that nurtures, and benefits from, agent growth,” BMO analyst Keith Bachman wrote in a note to clients. “Further, we belie...
Michael Vi Okta ( OKTA ) was in focus on Friday as BMO upgraded the cybersecurity company and raised its price target on the stock, citing “revenue growth durability.” “We believe identity management is critical for agent adoption, and we think Okta will be one of the companies that nurtures, and benefits from, agent growth,” BMO analyst Keith Bachman wrote in a note to clients. “Further, we believe that OIG has a long runway. As we assess estimates, we think Okta has reasonable probability to generate flat to modestly higher FY27 subscription revenue growth y/y vs. FY26, with minimal contribution from agents, which could become more additive in FY28.” Bachman raised his rating on Okta to Outperform from Market Perform and upped his price target to $97. Okta shares rose fractionally in early trading on Friday. More on Okta Okta Lost The Cybersecurity Plot (Q4 Review) Okta: Tremendous Value With Secure Path To Growth Okta's Agentic AI Strategy Drives Future Upside (Earnings Review) Okta's FY27 subscription guidance, agentic identity opportunity provides upside: analysts Okta outlines 9% revenue growth target for FY 2027 as AI agent security drives new product momentum
J Studios/DigitalVision via Getty Images Samsara Inc. ( IOT ) is a clear victim of the SaaSpocalypse. Indeed, it’s at the other end of the HALO (heavy asset, low obsolescence) trade. Down 34% since my December Buy rating coming into its Q4 earnings report , there was some hope for a turnaround. Like the iShares Expanded Tech & Software ETF ( IGV ), IOT noted a notable February low. Shares then jum...
J Studios/DigitalVision via Getty Images Samsara Inc. ( IOT ) is a clear victim of the SaaSpocalypse. Indeed, it’s at the other end of the HALO (heavy asset, low obsolescence) trade. Down 34% since my December Buy rating coming into its Q4 earnings report , there was some hope for a turnaround. Like the iShares Expanded Tech & Software ETF ( IGV ), IOT noted a notable February low. Shares then jumped after the quarterly numbers crossed the wires. Today, I reiterate a Buy rating and am sticking with my $40 intrinsic value target. I’ll provide refreshed fundamental numbers, along with an updated look at the technicals, after what has been a wild start to 2026. Samsara Down Sharply YoY Amid the HALO Trade StockCharts.com In March, Samsara reported a solid set of quarterly results. Q4 non-GAAP EPS of $0.18 topped the Wall Street consensus forecast of $0.13, while revenue of $444 million (up more than 28% from the same period last year) was a material $22 million beat. AI-fueled growth last year and a sanguine company forecast sent the stock higher, and the firm now expects 21-22% revenue growth for FY 2027, along with accelerating annual recurring revenue (ARR) and AI expansion. Shares were 12% higher in the premarket the following day. That’s actually not a wild move, considering that the options market had priced in a 12.1% earnings-related stock price swing based on the at-the-money straddle expiring this week. If IOT sticks the gain by the close, that would be three consecutive very strong post-earnings pops. IOT, now a nearly $18 billion market cap company, does not pay a dividend and traded with a very high 88% implied volatility coming into the report. The software firm has a high short interest of 9%, potentially contributing to the jump as of this writing. Looking back on the quarter that was, the standout backward-looking figure was a 33% YoY rise in ARR to $1.9 billion. The growth was driven by strong momentum among its large customers, with ARR from $100k cu...