Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best IT Stocks to Buy According to Wall Street Analysts. Advanced Micro Devices, Inc. (NASDAQ:AMD) has fallen more than 16% since its fiscal Q4 2025 earnings reported on February 3. The Street remains bullish on the stock with analysts 12-month price target suggesting more than 48% upside from the current levels and 80% of the 55 analysts cov...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best IT Stocks to Buy According to Wall Street Analysts. Advanced Micro Devices, Inc. (NASDAQ:AMD) has fallen more than 16% since its fiscal Q4 2025 earnings reported on February 3. The Street remains bullish on the stock with analysts 12-month price target suggesting more than 48% upside from the current levels and 80% of the 55 analysts covering the stock maintaining a Buy rating. Recently, on March 2, Timothy Arcuri from UBS reiterated a Buy rating on the stock but lowered the price target from $330 to $310. Earlier, on February 25, Gil Luria from D.A. Davidson reiterated a Hold rating on the stock with a price target of $220. Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered 34.11% year-over-year revenue growth during the quarter to reach $10.27 billion and topped the estimates by $599.73 million. The EPS of $1.53 also exceeded estimates by $0.21. Management attributed revenue growth to be driven by strong performance in the data center, client, and gaming segments. It noted that it expects “semi-custom SoC annual revenue to decline by a significant double-digit percentage as we enter the seventh year of what has been a very strong console cycle.” As a result, the fiscal Q1 2026 revenue is expected around $9.8 billion, reflecting a 5% sequential decline and 32% growth year-over-year. Advanced Micro Devices (AMD) Down 16% Since FQ4 2025 Earnings, Here's Why Pixabay/Public Domain Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company that manufactures GPUs, microprocessors, and high-performance computing solutions and serves a number of high-growth industries like gaming, data centers, and AI. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, se...
JHVEPhoto/iStock Editorial via Getty Images Shares of Marvell Technology ( MRVL ) surged about 10% premarket on Friday after fourth-quarter results and outlook beat estimates, drawing bullish reactions from analysts. BofA upgraded Marvell's rating to Buy from Neutral and raised the price target on the stock to $110 from $90. "MRVL’s earnings call gives us greater confidence in: 1) company’s solid ...
JHVEPhoto/iStock Editorial via Getty Images Shares of Marvell Technology ( MRVL ) surged about 10% premarket on Friday after fourth-quarter results and outlook beat estimates, drawing bullish reactions from analysts. BofA upgraded Marvell's rating to Buy from Neutral and raised the price target on the stock to $110 from $90. "MRVL’s earnings call gives us greater confidence in: 1) company’s solid leverage to AI optical connectivity, 2) potential for success in upcoming Microsoft ( MSFT ) custom chip (XPU) program, and 3) turning the corner on Amazon ( AMZN ) XPU transition year," said analysts led by Vivek Arya. J.P. Morgan reiterated its Overweight rating on Marvell and increased the price target to $135 from $130. The firm said the company raised the calendar year 2026 and 2027 revenue growth outlook on accelerating AI data center demand. The firm noted that adding optical Digital Signal Processor, or DSP, strength and multiple AI custom application-specific integrated circuit, or ASIC, program ramps are unfolding. "Marvell delivered solid January quarter results, driven by accelerating data center demand—with growth across all key product lines—and continued gradual recovery in Communications and Other segments. Building off a slightly higher January quarter revenue base, the team guided revenues up 8% Q/Q to $2.40B (versus consensus at $2.28B), reflecting sustained strong data center growth (up 10% Q/Q despite a decline in on-premise data center) and a continued modest recovery in Communications and Other," said analysts led by Harlan Sur. The analysts added that in total, Marvell now expects Data Center revenue to grow 40% year-over-year (versus prior expectations of 25%+) while Communications and Other are expected to grow 10% year-over-year in fiscal year 2027, which should drive total revenue closer to $11B (versus the consensus at $10B). The analysts said that the positive growth revision in Data Center is mainly due to strong demand for Marvell’s optical D...
US Retail Sales Dropped In January As Weather, Weak Gas Prices Weigh This morning's retail sales data is for January (still lagging due to the govt shutdown) and is expected to be a decline (BofA's omniscient analysts see a worse than consensus drop MoM, due in large part to weather disruptions). The actual print was a decline but slightly better than expected at -0.2% MoM. Despite two months of n...
US Retail Sales Dropped In January As Weather, Weak Gas Prices Weigh This morning's retail sales data is for January (still lagging due to the govt shutdown) and is expected to be a decline (BofA's omniscient analysts see a worse than consensus drop MoM, due in large part to weather disruptions). The actual print was a decline but slightly better than expected at -0.2% MoM. Despite two months of no increase, sales rose 3.2% YoY in January (increased from December) Source: Bloomberg The decline was driven by a decline in sales at gas stations (lower gas prices) and Health Personal Care Stores. Motor Vehicles sales also dropped MoM . Non-store (online) retailers saw sales surge MoM... Even though December's seasonally-adjusted move was disappointing, it was a record high on a non-seasonally adjusted basis and January saw the usual big post-Xmas hangover plunge... Source: Bloomberg A lengthy winter storm that included significant snowfall and ice across the central and eastern US likely impeded shoppers during the weather event. The Arctic blast triggered the most flight cancellations since the pandemic and left more than 1 million homes and businesses without power. Receipts at restaurants and bars, the only service-sector category in the retail report, declined 0.2% in January. Restaurants including Sweetgreen Inc. and Chipotle Mexican Grill Inc. said that sub-freezing temperatures and winter storms hindered sales. The report showed a 0.3% increase in so-called control-group sales - which feed into the government’s calculation of goods spending for gross domestic product. The measure excludes food services, auto dealers, building materials stores and gasoline stations. Tyler Durden Fri, 03/06/2026 - 08:46
Anterix Inc. ATEX is built around a single idea: sell access to licensed 900 MHz spectrum so U.S. electric utilities can run private broadband networks for grid operations. The Federal Communications Commission’s February 2026 move to expand 900 MHz broadband bandwidth strengthens the long-term backdrop, but it does not remove execution risk. For investors, the next 6 to 12 months are likely to be...
Anterix Inc. ATEX is built around a single idea: sell access to licensed 900 MHz spectrum so U.S. electric utilities can run private broadband networks for grid operations. The Federal Communications Commission’s February 2026 move to expand 900 MHz broadband bandwidth strengthens the long-term backdrop, but it does not remove execution risk. For investors, the next 6 to 12 months are likely to be decided less by headline catalysts and more by collections timing, clearing milestones, and the pace of county-level license deliveries. ATEX Setup for New Buyers ATEX carried a 6–12 month price target of $43 versus a $39 stock price as of March 5, 2026. The longer-horizon stance is Neutral. That spread frames a tactical upside case, but it also implies the stock needs to keep converting contracts into cash and delivered licenses to earn that upside. The key point is timing. The FCC bandwidth expansion supports better performance and economics for private broadband networks, yet the stock’s path still hinges on market-by-market clearing and the utility procurement cycle. Anterix Near-Term Rating Signals vs. Fundamentals On the near-term signal side, ATEX carries a Zacks Rank #2 (Buy). That matters because the rank is designed for a one- to three-month horizon and tends to reflect earnings estimate revision trends. Fundamentals, as captured by Style Scores, look weaker. ATEX showed a VGM Score of F with Value of F and Growth of F, while Momentum was C. Put together, the setup reads more like a tactical trade around execution and collections than a classic style-driven fundamental screen. The Bull Case Is Cash Visibility and Backlog The clearest bullish support is cash visibility. Management raised fiscal 2026 cash proceeds guidance to $120 million and reported about $123 million of contracted proceeds outstanding. Management also cited a line of sight to collect over $80 million in the fiscal fourth quarter. That matters because cash proceeds fund clearing and product initi...
Jonathan Kitchen/DigitalVision via Getty Images Investment action I had a hold rating for Clarivate ( CLVT ) previously, as I thought the de-rating was justified as the durability of CLVT’s organic growth came under scrutiny. I am keeping my hold rating. There were some real positives this quarter, but the core issue did not improve. IPPG and LSH stayed weak, A&G also slowed, and total organic gro...
Jonathan Kitchen/DigitalVision via Getty Images Investment action I had a hold rating for Clarivate ( CLVT ) previously, as I thought the de-rating was justified as the durability of CLVT’s organic growth came under scrutiny. I am keeping my hold rating. There were some real positives this quarter, but the core issue did not improve. IPPG and LSH stayed weak, A&G also slowed, and total organic growth decelerated again. Most importantly, the AI threat is becoming even more real. 4Q25 earnings review This was another horrible quarter for CLVT. Reported revenue was down again, by 6.9% y/y, while organic revenue was down 1.2%. Subscription revenue did grow 1% organically, but that doesn’t matter since recurring revenue fell 1.2% organically and transactional revenue fell 11.9% organically. The Academia & Government (A&G) segment's organic growth was still positive at 1.1%, but everywhere else was just negative. Intellectual Property Product Group (IPPG) revenue was down 3.8% y/y organically, and Life Sciences & Healthcare (LSH) was down 1.9% y/y organically. The surprising positive was that gross margin expanded 110 bps y/y to 66.8%, but that did not flow through the rest of the P&L. Adj. EBITDA was down 10.8% y/y, with margin down to 41.3% (down 170 bps y/y). This drove adj. net income down 10.9% y/y to $129.7 million. Mixed bag of negative and positive developments Bloomberg Looking through the P&L numbers, there were some real positives in the quarter, just not enough to fully change the story. The strategic setup got better. CLVT has launched a process to sell the LSH business and said it is in active discussions with interested parties. Management also said a sale would allow them to focus more on A&G and IPPG while using the proceeds to lower leverage. Given that LSH has been a persistent drag on CLVT for a long while, this is a meaningful development. Absent this sale potential, the LSH segment was mostly a “show me story," which clearly wasn’t showing much (as y...
Blue Owl Capital Inc. has a £36 million ($48 million) exposure to Century Capital Partners Ltd. , a London-based property lender that filed for administration last month. The US private credit firm, which manages $307 billion of assets, funded the riskiest tranche of loans originated by Century, a so-called bridging lender focused on high-end central London real estate, according to people familia...
Blue Owl Capital Inc. has a £36 million ($48 million) exposure to Century Capital Partners Ltd. , a London-based property lender that filed for administration last month. The US private credit firm, which manages $307 billion of assets, funded the riskiest tranche of loans originated by Century, a so-called bridging lender focused on high-end central London real estate, according to people familiar with the matter who asked not to be named discussing private information. Century entered administration with about £95 million of total debt, the people said, days before a larger rival, Market Financial Solutions , fell into a UK form of insolvency. NatWest Group Plc and Hampshire Trust Bank Plc are among Century’s senior creditors, some of the people said. Century’s administrators at RSM UK expect to recover the full amount of the loans, the people added. Both Century and MFS relied on funding lines from private credit firms and bank lenders to originate short-term property loans for borrowers who may not qualify for traditional bank financing, typically at higher interest rates. But unlike MFS, creditors haven’t accused Century of fraud. New Credit Blowup in London Has Wall Street Chasing Billions MFS Creditors Warn of £930 Million Shortfall in Collateral CEO of Collapsed Lender MFS Spent on Artwork, Parties, Rapper Wine, Music and Jets Draw Scrutiny of Asset-Backed Private Debt Representatives for Blue Owl, NatWest, and the company founder Paul Munford declined to comment. An official at HTB didn’t respond to a request for comment. Global Capital first reported on Century’s administration last month. Blue Owl filed for the administration of Century’s parent unit in February. The upper end of London’s property market has been weighed down by higher property taxes and an exodus of wealthy residents after some tax breaks ended. The US private credit lender roiled markets last month when it opted against reinstating quarterly redemptions on a retail fund and decided to r...
IvelinRadkov/iStock via Getty Images Gates Industrial Overview Our last commentary on Gates Industrial Corporation plc ( GTES ) was in June of last year, when we downgraded the Industrial-related power transmission and fluid power-solution provider to a 'Hold'. Reasons for our cautious stance at the time were down to growth issues and longevity concerns with respect to how internal cost-cutting in...
IvelinRadkov/iStock via Getty Images Gates Industrial Overview Our last commentary on Gates Industrial Corporation plc ( GTES ) was in June of last year, when we downgraded the Industrial-related power transmission and fluid power-solution provider to a 'Hold'. Reasons for our cautious stance at the time were down to growth issues and longevity concerns with respect to how internal cost-cutting initiatives and significant share buybacks affected EPS growth at the time. However, over the final three quarters of fiscal 2025, earnings results on the whole have been buoyant, resulting in an 18% increase in the stock price over the past 8 months as opposed to a 13.5% gain in the S&P500. As we see from Gates' intermediate technical chart below, shares have continued to print higher lows and higher highs since late 2023, with the bullish trendline in this period remaining firmly intact. However, after divulging the company's recent Q4 earnings report (Released 2/12/2026), we are maintaining our current ''Hold' rating for the following reasons. GTES Intermediate Technical Chart (Stockcharts.com) Fiscal 2025 & Q4 Trends Stability in the company's end-markets was evident in the latter part of the year, with Personal Mobility and Data Centre-related sales not only driving strong double-digit growth in their segments in fiscal 2025 but also accelerating, which is encouraging. We are highly focused on our key strategic revenue initiatives to generate market outgrowth. We continue to invest resources in personal mobility and data centre markets, in which we expect to increase our market share through the end of the decade. We anticipate both verticals to grow at significantly higher rates than our fleet average. While we are intent on driving attractive core growth, our balance sheet is well-positioned to support potential inorganic growth opportunities that may become available. Nevertheless, when evaluating GTES, one has to take a ''sum of all parts' standpoint, in that it is c...
Amid enduring investor appetite for all things quantum, another European company in the space is graduating from the private markets. Just two weeks after Finnish quantum unicorn IQM said it was going public via a merger with a special purpose acquisition company (SPAC), its French rival Pasqal is doing the same. Accompanied by a separate $200 million private funding round, Pasqal’s SPAC deal will...
Amid enduring investor appetite for all things quantum, another European company in the space is graduating from the private markets. Just two weeks after Finnish quantum unicorn IQM said it was going public via a merger with a special purpose acquisition company (SPAC), its French rival Pasqal is doing the same. Accompanied by a separate $200 million private funding round, Pasqal’s SPAC deal will see it merging with Bleichroeder Acquisition Corp II and subsequently being listed on the Nasdaq. The merger values Pasqal at $2 billion, pre-money. Bleichroeder is backed by Michel Combes, a French telecom veteran who previously headed Vodafone and Alcatel-Lucent, and Andrew Gundlach, an investment advisor. Pasqal is a full-stack quantum computing company taking on Big Tech. It generates annual revenue in the tens of millions from selling hardware, software and cloud services to labs and industry partners. The SPAC deal comes as Pasqal’s North American counterparts, which took a similar route to the public markets, have seen their stocks surge in recent months. U.S. markets offer companies like Pasqal the sort of scale and revenue multiples that are harder to come by at home in Europe, not to mention the cash they need for the long journey to fully realize the potential of quantum computing. But Pasqal (like IQM) is planning a dual US-European listing. The Nasdaq float is scheduled for this year, and the company will prepare to list on Euronext later in 2026 or 2027. The dual-listing could be one way Pasqal is trying to reassure its French backers. Bpifrance, France’s public investment bank, is a key shareholder, and will remain active both in Pasqal’s cap table and the company’s board, according to a press release. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical s...
FREDERICA ABAN/iStock via Getty Images Strategy Overview The Nationwide Target Destination Funds Series (TD Funds) consists of 10 fund-of-funds that invest in a mix of equity and fixed income asset classes. The name of each Fund contains a date that corresponds to a target retirement year and assumes age 65 as the retirement age. The Funds are designed as single source investments for individuals ...
FREDERICA ABAN/iStock via Getty Images Strategy Overview The Nationwide Target Destination Funds Series (TD Funds) consists of 10 fund-of-funds that invest in a mix of equity and fixed income asset classes. The name of each Fund contains a date that corresponds to a target retirement year and assumes age 65 as the retirement age. The Funds are designed as single source investments for individuals saving for retirement. Allocations are periodically adjusted by the portfolio managers, and risk profiles are gradually reduced as the target retirement year approaches. The Funds invest in a mix of active and passive underlying mutual funds and ETFs. The underlying holdings are a mix of nonproprietary and Nationwide-branded investments managed by various subadvisers. Performance Review During the fourth quarter of 2025, all 10 of the Nationwide TD Funds posted positive returns. All funds outperformed their respective Morningstar categories, while one fund outperformed its benchmark. The Nationwide Destination 2030 Fund posted a return of 2.38%, outperforming the Target-Date 2030 category by 41 bps and underperforming the MSCI ACWI® Index by 91 bps. Portfolio management Christopher C. Graham Chief Investment Officer Fund tenure since 2016 Click to enlarge Keith P. Robinette, CFA Senior Director of Multi-Asset Investments Team Fund tenure since 2017 Click to enlarge Andrew Urban, CFA Senior Director of Multi-Asset Investments Team Fund tenure since 2017 Click to enlarge CONTRIBUTORS The largest contributors to performance across the suite for the quarter were the Nationwide International Equity Portfolio (Class R6), Nationwide Fundamental All Cap Equity Portfolio (Class R6), and the Nationwide International Index Fund (Class R6), which returned 7.17%, 2.43%, and 4.42%, respectively. International equities outperformed domestic markets, supported by a weaker U.S. dollar, attractive relative valuations, and a rotation away from U.S. technology stocks. DETRACTORS The funds that...
Retail sales were down 0.2% month-over-month in January and were 2.4% higher than a year ago, according to the U.S. Census Bureau. The retail sales growth was better than the 0.4% decrease economists projected. Core retail sales, which feed into the calculation for consumer spending for GDP for the quarter, were flat from January and on a year-over-year comparison. Clothing stores stood out with a...
Retail sales were down 0.2% month-over-month in January and were 2.4% higher than a year ago, according to the U.S. Census Bureau. The retail sales growth was better than the 0.4% decrease economists projected. Core retail sales, which feed into the calculation for consumer spending for GDP for the quarter, were flat from January and on a year-over-year comparison. Clothing stores stood out with a 5.1% year-over-year jump, a positive sign for mall retailers such as Gap ( GAP ), Urban Outfitters ( URBN ), American Eagle Outfitters ( AEO ), and Abercrombie & Fitch ( ANF ). Once again, the health & personal care stores category was strong with 6.4% growth, which may bode well for chains such as Walgreens, Rite Aid, Ulta Beauty ( ULTA ), Sally Beauty ( SBH ), and National Vision Holdings ( EYE ). The nonstore retailers category saw a 5.3% increase in January from a year ago. The post-holiday slowdown in growth could be a factor with Amazon ( AMZN ), Wayfair ( W ), and Etsy ( ETSY ). The category that includes food services & drinking places saw an increase of 4.7% as pricing remained strong. The auto dealer group was an underperformer in November, with a 1.3% decline from a year ago. Some names included in that tally are Carvana ( CVNA ), CarMax ( KMX ), Lithia Motors ( LAD ), AutoNation ( AN ), Asbury Automotive Group ( ABG ), CarGurus ( CARG ), Group 1 Automotive ( GPI ), Sonic Automotive ( SAH ), and Penske Automotive Group ( PAG ). The furniture and home furnishing category saw a decline of 5.6% in January. YiuCheung/iStock via Getty Images More on the retail sector Consumer Discretionary In The Great Rotation Market Sector Review: Extreme Market Bifurcation Retail Sector Steps Into The Earnings Spotlight, What To Watch For In Q4 Reports Most and least shorted consumer discretionary stocks with up to $2B market cap as of end-Feb Under Armour tops the list of most shorted S&P 500 consumer discretionary stocks in February; Amazon among least shorted