Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why Amazon.com (AMZN) is Back Under the Microscope Amazon.com (AMZN) is drawing fresh attention after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, and year, despite positive recent revenue ...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why Amazon.com (AMZN) is Back Under the Microscope Amazon.com (AMZN) is drawing fresh attention after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, and year, despite positive recent revenue and net income growth. See our latest analysis for Amazon.com. At a share price of US$198.79, Amazon.com has faced a 16.87% 1 month share price decline and a 12.23% year to date share price decline. Its 3 year total shareholder return of 104.52% and 5 year total shareholder return of 25% highlight how sentiment toward the stock has shifted over different timeframes. If this pullback has you thinking more broadly about tech exposure, it could be a good moment to look at 34 AI infrastructure stocks as another way to research companies linked to large scale computing trends. With Amazon.com delivering double digit revenue and net income growth while the share price has pulled back, the key question is whether the current valuation still reflects full optimism or if this reset hints at a fresh buying window. Most Popular Narrative: 55.8% Undervalued Compared with the last close at $198.79, the most followed narrative on Amazon.com points to a much higher fair value of $450. This sets up a very different picture of what the current reset might mean. Amazon (AMZN) enters 2026 materially misunderstood by the market. My valuation of $450 per share implies the stock is approximately 48% undervalued, not because Amazon is executing poorly, but because the market is mispricing intentional margin compression driven by some of the most strategically sound investments in the company’s history. Amazon is sacrificing short-term margins to secure long-duration dominance in AI infrastructure, advertising, and automated commerce. These investments are already working, and margins are position...
We recently published 13 Stocks Jim Cramer Talked About. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks that Jim Cramer talked about. Broadcom Inc. (NASDAQ:AVGO) designs and sells chips that are used in applications such as data centers and telecommunications networks. Jefferies kept a Buy rating and a $500 share price target on the shares in February. The bank noted that Broadcom Inc. (NASDAQ:A...
We recently published 13 Stocks Jim Cramer Talked About. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks that Jim Cramer talked about. Broadcom Inc. (NASDAQ:AVGO) designs and sells chips that are used in applications such as data centers and telecommunications networks. Jefferies kept a Buy rating and a $500 share price target on the shares in February. The bank noted that Broadcom Inc. (NASDAQ:AVGO) stands to benefit from its presence in the AI space and added that it was ahead of MediaTek for some chips. Cramer has discussed the firm several times over the past few months. He has repeatedly praised Broadcom Inc. (NASDAQ:AVGO)’s CEO Hock Tan and called him one of the top executives in the industry. UBS kept a $475 share price target and a Buy rating on the stock in February. It pointed out that Broadcom Inc. (NASDAQ:AVGO) could benefit from the growth in demand from tensor processing units (TPUs) that are shaping up to become an alternative to AI GPUs. Cramer remarked that the stock should be up more: “Okay so I think NVIDIA would say, they’re gonna have so much business that we aren’t cutting everybody back, yes. But the fact is, is that everyone [inaudible] says listen we can’t away from NVIDIA. Because it just has too much training, fantastic for training. But Broadcom I thought would have been up more. That’s a real winner. Look, Jensen Huang invented the category. He’s so far ahead of everybody else, the new Vera Rubin is going to be great, the software stack on top is terrific. . .Jensen’s the king, nobody’s unseating the king.” Jim Cramer Discusses Broadcom (AVGO) Stock Photo by JESHOOTS.COM on Unsplash While we acknowledge the potential of AVGO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI ...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Eli Lilly (NYSE:LLY) announced an agreement to acquire Orna Therapeutics for up to $2.4b, adding circular RNA and in vivo CAR T technology to its drug development toolkit. The company also expanded its partnership with Innovent ...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Eli Lilly (NYSE:LLY) announced an agreement to acquire Orna Therapeutics for up to $2.4b, adding circular RNA and in vivo CAR T technology to its drug development toolkit. The company also expanded its partnership with Innovent Biologics to work on new immunology and oncology treatments. These moves push Lilly further into cell and genetic therapies beyond its established diabetes and obesity drug portfolio. Eli Lilly enters this set of deals with a market profile shaped by a very large 3 year return and a 5 year return that is also very large, alongside a current share price of $1,038.27. The 1 year return of 20.2% and a 7 day gain of 1.7% contrast with a 30 day decline of 3.6% and a year to date decline of 3.9%. For investors, that mix of long term strength and recent pullback forms the backdrop for assessing how these new moves fit into the broader NYSE:LLY story. The Orna and Innovent steps show Lilly reaching beyond its current blockbuster areas into cell and genetic medicines and additional immunology and oncology programs. For you as an investor, the key question is how this wider pipeline could reshape the company’s risk and opportunity profile over time compared with relying mainly on existing diabetes and obesity franchises. Stay updated on the most important news stories for Eli Lilly by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Eli Lilly. NYSE:LLY Earnings & Revenue Growth as at Feb 2026 3 things going right for Eli Lilly that this headline doesn't cover. For you as a shareholder or prospective investor, the Orna deal and deeper Innovent tie-up sit on top of an already very large GLP 1 business, where Zepbound and Mounjaro have driven strong recent revenue and earnings. Moving into circular RNA and in vivo CAR T puts ...
Tesla (TSLA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this electric car maker have returned -4.9%, compared to the Zacks S&P 500 composite's -2% change. During this period, the Zacks Automotive - Domestic industry, which Tesla fal...
Tesla (TSLA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this electric car maker have returned -4.9%, compared to the Zacks S&P 500 composite's -2% change. During this period, the Zacks Automotive - Domestic industry, which Tesla falls in, has lost 6.5%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Tesla is expected to post earnings of $0.39 per share for the current quarter, representing a year-over-year change of +44.4%. Over the last 30 days, the Zacks Consensus Estimate has changed -15%. For the current fiscal year, the consensus earnings estimate of $2.1 points to a change of +26.5% from the prior year. Over the last 30 days, this estimate has changed -12.1%. For the next fiscal year, the consensus earnings es...
Broadcom Inc. (NASDAQ:AVGO) is among the most profitable mega cap stocks to buy. On February 6, Cathie Wood’s ARK ETF posted the daily trades for the day, outlining a significant purchase of Broadcom Inc. (NASDAQ:AVGO) shares. Through the acquisition of 87,148 shares, ARK invested around $27 million in the company. A day prior to this, Jefferies maintained its Buy rating and $500 price target on B...
Broadcom Inc. (NASDAQ:AVGO) is among the most profitable mega cap stocks to buy. On February 6, Cathie Wood’s ARK ETF posted the daily trades for the day, outlining a significant purchase of Broadcom Inc. (NASDAQ:AVGO) shares. Through the acquisition of 87,148 shares, ARK invested around $27 million in the company. A day prior to this, Jefferies maintained its Buy rating and $500 price target on Broadcom Inc. (NASDAQ:AVGO), which translates to an upside potential of approximately 45%. The firm highlighted the company’s solid footing in the AI and networking space. While responding to concerns related to the company’s custom on-package (COT) business, Jefferies noted that Broadcom is “well ahead” of MediaTek on v8 chips, adding that the company will sustain this advantage with v9 chips in timing and capabilities. Broadcom’s (AVGO) AI Momentum Extends Through 2028, UBS Says Sergiy Zavgorodny/Shutterstock.com According to the firm’s bottom-up model, Google will achieve 6 million total units in CY27, with 85-90% of that business tied to Broadcom Inc. (NASDAQ:AVGO). Jefferies believes that there is “room for that overall number to move up further.” Broadcom Inc. (NASDAQ:AVGO), headquartered in Palo Alto, California, is a developer and supplier of semiconductor devices and infrastructure software solutions. Founded in 1961, the company operates in two segments: Semiconductor Solutions and Infrastructure Software. While we acknowledge the potential of AVGO 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, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Astera Labs (NASDAQ: ALAB) stock is selling off following the company's recent fourth-quarter report. The company's share price was down 19.7% as of 1:40 p.m. ET and had been off as much as 21.2% earlier in trading. Astera Labs published its Q4 results after the market closed yesterday and reported sales and earnings for the period that beat the average Wall Street targets. On the other hand, the ...
Astera Labs (NASDAQ: ALAB) stock is selling off following the company's recent fourth-quarter report. The company's share price was down 19.7% as of 1:40 p.m. ET and had been off as much as 21.2% earlier in trading. Astera Labs published its Q4 results after the market closed yesterday and reported sales and earnings for the period that beat the average Wall Street targets. On the other hand, the company announced that its chief financial officer was resigning and issued forward guidance and commentary that raised concerns about the outlook on margins. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. Astera Labs stock sinks despite big Q4 beats Astera Labs reported non-GAAP (adjusted) earnings per share of $0.58 on revenue of $270.6 million -- a performance that came in far better than the average analyst estimates. The average Wall Street targets had called for the business to post adjusted earnings of $0.51 per share on sales of $249.55 million. The semiconductor specialist's revenue surged nearly 92% higher year over year, and adjusted earnings per share were up roughly 57% compared to the prior-year period. It was another strong quarter for Astera Labs by most measures, but the stock is getting hit hard in response to a shakeup on the management team and fears that margins could weaken. Margin concerns and CFO change are spurring sell-offs For the current quarter, Astera is guiding for sales between $286 million and $297 million and a gross margin of roughly 74%. Meanwhile, adjusted earnings per share are projected to come in between $0.53 and $0.54. Guidance actually came in ahead of expectations on most key fronts, but some analysts are concerns that rising sales to Amazon will cause Astera Labs' margins to contract further out. In addition to the margin fears, news that Mike Tate is transitioning from the CFO rol...
The final adjusted consideration will be payable in cash in two installments: (i) 90% of the consideration payable at closing, and (ii) the remaining 10% payable following the Company's settlement of applicable taxes related to the Transaction. Pursuant to the terms of the Share Purchase Agreement, Buyer will pay cash consideration of US$717 million in the Transaction. In addition, Dingdong Cayman...
The final adjusted consideration will be payable in cash in two installments: (i) 90% of the consideration payable at closing, and (ii) the remaining 10% payable following the Company's settlement of applicable taxes related to the Transaction. Pursuant to the terms of the Share Purchase Agreement, Buyer will pay cash consideration of US$717 million in the Transaction. In addition, Dingdong Cayman will have the right to receive prior to August 31, 2026 total cash not exceeding US$280 million from Dingdong BVI and its subsidiaries (provided that the total net cash of Dingdong BVI and its subsidiaries on a consolidated basis as of December 31, 2025 minus such amounts received by Dingdong Cayman shall not be less than US$150 million). As such, Dingdong Cayman expects that it will receive up to US$997 million in cash proceeds from the Transaction. This amount is subject to certain adjustments, including those based on certain net cash, net working capital and other financial line item thresholds of Dingdong BVI and its subsidiaries as of certain agreed upon dates. In the event that the net cash of Dingdong BVI and its subsidiaries on a consolidated basis as of December 31, 2025 minus the amounts received by Dingdong Cayman as described above is less than US$150 million, the Buyer has the right to adjust the purchase price cash consideration at closing for any such shortfalls. As previously disclosed on February 5, 2026, the Company entered into a definitive Share Purchase Agreement (the "Share Purchase Agreement") with Two Hearts Investments Limited ("Buyer"), a wholly-owned subsidiary of Meituan (HKEX: 3690). Pursuant to the Share Purchase Agreement, Dingdong Cayman has agreed to sell to the Buyer all issued and outstanding shares of Dingdong Fresh Holding Limited, Dingdong Cayman's wholly-owned subsidiary incorporated in the British Virgin Islands ("Dingdong BVI" or the "Target Company"), which holds through a series of wholly-owned and majority equity interest subsid...
Oral ribupatide demonstrated a favorable safety and tolerability profile. Most treatment-emergent adverse events (TEAEs) were mild to moderate and gastrointestinal (GI)-related. Low GIAE rates were observed. Rates of vomiting were 2.4% at 10 mg, 11.4% at 25 mg, and 7.5% at 50 mg while nausea was 11.9% at 10 mg, 22.7% at 25 mg, and 20.0% at 50 mg, consistent with the results of the trials previousl...
Oral ribupatide demonstrated a favorable safety and tolerability profile. Most treatment-emergent adverse events (TEAEs) were mild to moderate and gastrointestinal (GI)-related. Low GIAE rates were observed. Rates of vomiting were 2.4% at 10 mg, 11.4% at 25 mg, and 7.5% at 50 mg while nausea was 11.9% at 10 mg, 22.7% at 25 mg, and 20.0% at 50 mg, consistent with the results of the trials previously conducted by Hengrui in China. No permanent treatment discontinuations or down-titrations due to nausea, vomiting, diarrhea, or constipation were reported in participants taking oral ribupatide. Based on the efficacy estimand I at Week 26, participants taking oral ribupatide achieved a mean weight loss of 6.9% (10 mg), 12.1% (25 mg), and 12.1% (50 mg) from baseline, with no observed plateau in weight loss, compared to 2.3% with placebo. Based on the treatment policy estimand II at Week 26, participants taking oral ribupatide achieved a mean weight loss of 6.7% (10 mg), 11.9% (25 mg), and 11.4% (50 mg) from baseline, with no observed plateau in weight loss, compared to 2.1% with placebo. Additionally, at the 25 mg dose, 59.1% of participants achieved at least 10% weight loss, and 38.6% of participants achieved at least 15% weight loss at Week 26. At the 50 mg dose, 52.5% of participants achieved at least 10% weight loss, and 37.5% of participants achieved at least 15% weight loss at Week 26. SHANGHAI, China and WALTHAM, Mass., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Hengrui Pharma (Hengrui), a global pharmaceutical company focused on scientific and technological innovation, and Kailera Therapeutics, Inc. (Kailera), an advanced clinical-stage biotechnology company focused on elevating the next era of obesity care, today announced positive topline data from Hengrui’s Phase 2 clinical trial of once-daily oral ribupatide (also known as HRS9531 tablet and KAI-9531-T), a GLP-1/GIP receptor dual agonist peptide, in 166 adults living with obesity in China ( NCT06841445 ). Participants r...