Svetlana Dyachkova Crocs ( CROX ) ripped an early gain on Monday after Baird boosted its rating to Outperform from Neutral. Analyst Jonathan Komp upgraded Crocs to Outperform from Neutral with a price target of $150, up from $115. The firm sees a favorable risk-reward profile on the footwear name. Analyst Jonathan Komp and his team have a higher degree of confidence that positive inflections for C...
Svetlana Dyachkova Crocs ( CROX ) ripped an early gain on Monday after Baird boosted its rating to Outperform from Neutral. Analyst Jonathan Komp upgraded Crocs to Outperform from Neutral with a price target of $150, up from $115. The firm sees a favorable risk-reward profile on the footwear name. Analyst Jonathan Komp and his team have a higher degree of confidence that positive inflections for Crocs North America and HeyDude are sustainable after the company's return to positive low-single-digit revenue growth. Other positive factors called out were Crocs' ( CROX ) tight cost controls and healthy cash return prospects. Baird assigned a price target of $150 to Croc ( CROX ). Shares of Crocs ( CROX ) moved 3.1% higher in early action to $122.99 vs. the 52-week range of $73.21 to $124.38. Short interest on CROX stands at 10.2% of the total float. More on Crocs Crocs, Inc. (CROX) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript Crocs: The HEYDUDE Turnaround Is Finally Taking Shape Crocs: The Reasons Why An Attractive Valuation Is Not Enough To Be Bullish Crocs forecasts 2026 EPS of $13.20 to $13.75 while projecting enterprise revenue up 1% to down 1% Crocs Non-GAAP EPS of $2.99 beats by $0.22, revenue of $921.46M beats by $20.61M
KanawatTH/iStock via Getty Images SentinelOne ( S ) published strong Q1’27 results last week that surpassed Wall Street’s estimates, demonstrating strong demand for the company’s Singularity platform. SentinelOne achieved record net new ARR growth of 55% Y/Y to $44M, and the SaaS enterprise is growing its ARR business rapidly. This growth, which is mainly driven by highly lucrative enterprise cust...
KanawatTH/iStock via Getty Images SentinelOne ( S ) published strong Q1’27 results last week that surpassed Wall Street’s estimates, demonstrating strong demand for the company’s Singularity platform. SentinelOne achieved record net new ARR growth of 55% Y/Y to $44M, and the SaaS enterprise is growing its ARR business rapidly. This growth, which is mainly driven by highly lucrative enterprise customers that spend more than $100K each year on the company's products and services, is set to continue as the firm ramps up its agentic AI offering, Purple AI. Besides strong operational growth, SentinelOne has one more selling point, which is its cheap valuation based on revenues. While SentinelOne is no CrowdStrike ( CRWD ) in terms of platform reach and profitability, the cybersecurity total addressable market is growing fast, and SentinelOne has catalysts in its business to accelerate its growth. Seeking Alpha Previous rating I recommended SentinelOne as a contrarian cybersecurity play in March 2026, following the company’s fourth-quarter earnings report card: Contrarian Buying Opportunity . Since then, shares have climbed 10% higher, mainly because investors have turned more constructive on the use of artificial intelligence (which previously was perceived as more of a risk). I like SentinelOne specifically for its high gross margins and Singularity platform, which is driving enterprise adoption. Specifically, SentinelOne has a huge growth lever with the expansion into security, identity protection, and AI-driven data analytics, and I see potential for acquisitions in this space in 2026 and beyond. Shares, compared to other cybersecurity plays of larger size, like CrowdStrike, are very affordable and offer investors a much better risk/reward profile, in my opinion. Gross profit margin upside attached to growing AI product adoption The cybersecurity platform published higher-than-expected earnings for the first-quarter on May 28, 2026, on the back of growing enterprise d...
Lisa-Blue/E+ via Getty Images Ormat Technologies ( ORA ) up 2.1% in early trading Monday after saying it developed a geothermal power plant design that would be engineered to deliver higher output than any other binary solution currently on the market, capable of producing 100 MW of electricity from the earth's heat. Ormat's ( ORA ) Ormega100 design would double the electrical output of its curre...
Lisa-Blue/E+ via Getty Images Ormat Technologies ( ORA ) up 2.1% in early trading Monday after saying it developed a geothermal power plant design that would be engineered to deliver higher output than any other binary solution currently on the market, capable of producing 100 MW of electricity from the earth's heat. Ormat's ( ORA ) Ormega100 design would double the electrical output of its current largest operating model, CEO Doron Blachar told Reuters. The Omega100 would use an enhanced geothermal system, a method that injects water a mile-and-a-half deep into the ground to capture heat generated from the earth's core; traditional geothermal relies on much shallower natural underground water reservoirs, making power production more site-specific than advanced geothermal methods. Ormat ( ORA ) is advancing two strategic pilot programs that combine its industrial capabilities with new enhanced geothermal system technologies to deliver potentially transformative EGS solutions focused on expanding geothermal deployment. Once the pilot programs have been proven, Ormat ( ORA ) plans to begin construction of the Ormega100, a process that typically takes 18-24 months, Blachar told Reuters. More on Ormat Technologies Ormat Technologies Q1 2026 Earnings Call Presentation Ormat Technologies: The AI Investment Not On People's Radar Ormat Technologies: Big Pullback Offers Buying Opportunity For Long-Term Investors
When the CEO of the world’s most valuable company tells you to back up the truck on his own sector, it pays to listen. Jensen Huang did exactly that recently, framing the latest pullback in AI stocks as a gift rather than a warning. The logic mirrors a principle Warren Buffett spent decades drilling into ... Jensen Huang Sounds Eerily Like Warren Buffett as He Tells Investors to Buy the Dip in AI ...
When the CEO of the world’s most valuable company tells you to back up the truck on his own sector, it pays to listen. Jensen Huang did exactly that recently, framing the latest pullback in AI stocks as a gift rather than a warning. The logic mirrors a principle Warren Buffett spent decades drilling into ... Jensen Huang Sounds Eerily Like Warren Buffett as He Tells Investors to Buy the Dip in AI Stocks
The stock market spent most of 2026 doing what few investors expected after last year’s volatility: climbing steadily higher. The S&P 500 entered June riding a remarkable nine-week winning streak, one of its longest stretches of gains in recent years. Optimism surrounding artificial intelligence, resilient corporate earnings, and a surprisingly strong economy helped fuel the ... Does President Tru...
The stock market spent most of 2026 doing what few investors expected after last year’s volatility: climbing steadily higher. The S&P 500 entered June riding a remarkable nine-week winning streak, one of its longest stretches of gains in recent years. Optimism surrounding artificial intelligence, resilient corporate earnings, and a surprisingly strong economy helped fuel the ... Does President Trump’s Bull Market Start Up Again on Wednesday?
For recent college graduates, the unemployment rate is reaching recession levels. But you shouldn’t blame AI, says Bloomberg Opinion columnist and economist Allison Schrager. (Source: Bloomberg)
For recent college graduates, the unemployment rate is reaching recession levels. But you shouldn’t blame AI, says Bloomberg Opinion columnist and economist Allison Schrager. (Source: Bloomberg)
A familiar trend is set to dominate Europe’s batch of initial public offerings over the coming weeks: companies benefiting from higher defense spending by the continent’s governments. Stocks across military communications and equipment will add to the standout theme of the continent’s equity fundraising markets this year. Tankmaker KNDS NV is considering launching a multibillion euro offering as s...
A familiar trend is set to dominate Europe’s batch of initial public offerings over the coming weeks: companies benefiting from higher defense spending by the continent’s governments. Stocks across military communications and equipment will add to the standout theme of the continent’s equity fundraising markets this year. Tankmaker KNDS NV is considering launching a multibillion euro offering as soon as this month , while thinly traded satellite maker OHB SE is also said to eye June for a “ re-IPO ” that could raise more than €1 billion ($1.2 billion), Bloomberg News has reported. Military antenna maker Smag Mobile Antenna Masts GmbH , is said to mull launching its Frankfurt IPO as soon as the coming months . Meanwhile, Finland’s Savox Communications , a provider of tactical communication devices, is set to start trading on June 18, it said in a filing on Monday. The prospect of lower valuations may entice investors to take part in the offerings. Stocks in the industry rallied at the start of this year, but have since lost steam . A basket of European defense stocks selected by Goldman Sachs Group Inc. is trading 20% lower than its peak at the start of this year. Some investors looking at European defense “might have previously been on the sidelines thinking ‘this is too expensive,’” Silvia Viviano , head of equity capital markets at UniCredit SpA, said. “The fact that defense and aerospace valuations have come down probably gives them an opportunity now to invest.” The defense theme has been led by ammunition maker CSG NV , which in January held the largest defense IPO to date. Other firms like Vincorion SE , a German supplier of power systems for military vehicles including KNDS’s Leopard 2 battle tank, and submarine parts supplier Gabler Group AG have also gone public this year. They’re pressing on with their preparations even as the market’s focus turns to SpaceX’s $75 billion US listing for the next few days, with OHB and KNDS considering launching their own of...
Sandisk (NASDAQ: SNDK) stock got caught up in an epic sell-off last week as semiconductor stocks lost $1 trillion in market capitalization. Sandisk crashed 11.4% Friday -- but today it's bouncing back. Shares of the NAND memory chips manufacturer gained 4.6% through 9:40 a.m. ET Monday, and investors can thank Nvidia (NASDAQ: NVDA) CEO Jensen Huang for this. Huang says we are still just at "the ou...
Sandisk (NASDAQ: SNDK) stock got caught up in an epic sell-off last week as semiconductor stocks lost $1 trillion in market capitalization. Sandisk crashed 11.4% Friday -- but today it's bouncing back. Shares of the NAND memory chips manufacturer gained 4.6% through 9:40 a.m. ET Monday, and investors can thank Nvidia (NASDAQ: NVDA) CEO Jensen Huang for this. Huang says we are still just at "the outset of the AI revolution," which has more room to run. Image source: Getty Images. Continue reading
At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before the debt math turns ugly. CoreWeave operates a specialized GPU cloud for AI training and inference, positioned between hyperscalers like Microsoft and Meta ... Buy, Sell, or Hold: CoreWeave at $100
At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before the debt math turns ugly. CoreWeave operates a specialized GPU cloud for AI training and inference, positioned between hyperscalers like Microsoft and Meta ... Buy, Sell, or Hold: CoreWeave at $100
Dilok Klaisataporn/iStock via Getty Images Starting a war is easy; ending one is hard. That simple calculus is increasingly resonating in financial markets as the backlash from the Middle East conflict persists and evolves. The economic effects have varied, but the recent optimism that the US would remain largely insulated is fading. Markets are beginning to demand higher risk premia as compensati...
Dilok Klaisataporn/iStock via Getty Images Starting a war is easy; ending one is hard. That simple calculus is increasingly resonating in financial markets as the backlash from the Middle East conflict persists and evolves. The economic effects have varied, but the recent optimism that the US would remain largely insulated is fading. Markets are beginning to demand higher risk premia as compensation. The latest sign that ending the conflict will be messy and take longer than expected came on Sunday, when Iran and Israel resumed fighting —exchanging missile strikes for the first time since the April cease-fire. President Trump said he would demand that Israel not retaliate, but that effort has failed as renewed fighting continues into Monday. As the Times of Israel reports: “The Israeli military says it is prepared for at least a few more days of fighting against Iran, and potentially a full resumption of the war.” Unsurprisingly, oil prices spiked, rising 4% in early Monday trading. Crude remains below its peak since the war began on Feb. 28, but a return to pre-war prices looks unlikely anytime soon. The renewed conflict between Iran and Israel may not be shocking, nor is it likely to radically shift expectations relative to recent history. But this hydra-headed conflict has momentum on multiple fronts, suggesting that the crisis, even if it doesn’t deepen, will endure in one form or another. The macro risk, as a result, is becoming chronic rather than acute. Depending on one’s view, markets have developed either a degree of acceptance or complacency about the conflict and its macroeconomic implications. Christopher Smart, a former trade adviser and Treasury official in the Obama administration, noted last week: “With every passing day, the world is learning to live without the Gulf’s seaborne exports.” True—but that tolerance has always been precarious, built on the assumption that normalcy in the Middle East would soon return. As the crisis drags on, the logic be...
Duolingo (NASDAQ: DUOL) is proof that a business can have solid fundamentals but a waning stock price. The green bird hasn't fared well with its 38% year-to-date decline, but the edtech company presents a compelling opportunity. All of the right numbers continue to trend upward, and that should eventually reflect on the stock price, which trades at a 15.7 forward price-to-earnings (P/E) ratio . Im...
Duolingo (NASDAQ: DUOL) is proof that a business can have solid fundamentals but a waning stock price. The green bird hasn't fared well with its 38% year-to-date decline, but the edtech company presents a compelling opportunity. All of the right numbers continue to trend upward, and that should eventually reflect on the stock price, which trades at a 15.7 forward price-to-earnings (P/E) ratio . Image source: Getty Images. Continue reading
Apple stock was higher Monday morning as Wall Street waited for the Worldwide Developers Conference to begin. Shares were rising 1.1% to $310.84. The stock has now gained 15% this year and 55% over the past 12 months.
Apple stock was higher Monday morning as Wall Street waited for the Worldwide Developers Conference to begin. Shares were rising 1.1% to $310.84. The stock has now gained 15% this year and 55% over the past 12 months.
The Hong Kong Stock Exchange. Photo: VCG Technology startups have become the dominant force in Hong Kong’s initial public offering market in 2026, marking a sharp shift from 2025, when listings were led mainly by dual-listed companies. The revival of technology listings — particularly in artificial intelligence and advanced manufacturing — underscores Hong Kong’s effort to reclaim its role as a ke...
The Hong Kong Stock Exchange. Photo: VCG Technology startups have become the dominant force in Hong Kong’s initial public offering market in 2026, marking a sharp shift from 2025, when listings were led mainly by dual-listed companies. The revival of technology listings — particularly in artificial intelligence and advanced manufacturing — underscores Hong Kong’s effort to reclaim its role as a key gateway for international capital, as its IPO investor base becomes less reliant on U.S. buyers.
Keir Starmer says he will fight on as prime minister, but behind the scenes he is said to be thinking about his legacy. He’s talking this week about tech companies and the shape of a social media ban, but he is also focussed on resetting the UK’s relations with EU and defence. Pippa and Kiran discuss what his legacy might be and the role Andy Burnham has to play Continue reading...
Keir Starmer says he will fight on as prime minister, but behind the scenes he is said to be thinking about his legacy. He’s talking this week about tech companies and the shape of a social media ban, but he is also focussed on resetting the UK’s relations with EU and defence. Pippa and Kiran discuss what his legacy might be and the role Andy Burnham has to play Continue reading...