Luis Alvarez Steven Fiorillo has turned bullish on Apple ( AAPL ) following record quarterly results and the company’s leadership transition to John Ternus, while Henrik Alex upgraded Plug Power ( PLUG ) from Sell to Hold as AI data center enthusiasm lifts fuel cell stocks. On the cautious side, Juxtaposed Ideas downgraded Core Scientific ( CORZ ) to Hold after shares rallied to overbought levels,...
Luis Alvarez Steven Fiorillo has turned bullish on Apple ( AAPL ) following record quarterly results and the company’s leadership transition to John Ternus, while Henrik Alex upgraded Plug Power ( PLUG ) from Sell to Hold as AI data center enthusiasm lifts fuel cell stocks. On the cautious side, Juxtaposed Ideas downgraded Core Scientific ( CORZ ) to Hold after shares rallied to overbought levels, and Agar Capital warns that Goodyear ( GT ) remains a Hold despite trading near 52-week lows due to persistent operational headwinds. Upgrades Apple ( AAPL ): Upgrade to Bullish by Steven Fiorillo . Apple delivered record Q2 results with $111.18B in revenue and $2.01 EPS, prompting the upgrade as the company enters a new era under incoming CEO John Ternus with a renewed focus on AI development. “After going through the Q2 print for AAPL, I am upgrading my investment thesis back to bullish as I believe that their increase in cash from operations can continue and that the Ternus era can be significantly better than the Cook era.” Plug Power ( PLUG ): Upgrade Sell to Hold by Henrik Alex . Better-than-expected first quarter results and successful restructuring initiatives have improved the company’s outlook, while speculative interest tied to AI data center demand has shifted market sentiment in the stock’s favor. “Plug Power reported better-than-expected first-quarter results, with both sales and profitability outperforming expectations as the company continues to benefit from recent restructuring and cost-reduction initiatives." Downgrades Core Scientific ( CORZ ): Downgrade Buy to Hold by Juxtaposed Ideas . Despite successful diversification into high-performance computing with colocation revenue up 801% year-over-year, the analyst recommends patience as shares have become overbought following the recent rally. “Despite the robust prospects from the multi-year cloud super cycle, there is no denying the minimal margin of safety at current levels, as similarly observed in COR...
Luis Alvarez Steven Fiorillo has turned bullish on Apple ( AAPL ) following record quarterly results and the company’s leadership transition to John Ternus, while Henrik Alex upgraded Plug Power ( PLUG ) from Sell to Hold as AI data center enthusiasm lifts fuel cell stocks. On the cautious side, Juxtaposed Ideas downgraded Core Scientific ( CORZ ) to Hold after shares rallied to overbought levels,...
Luis Alvarez Steven Fiorillo has turned bullish on Apple ( AAPL ) following record quarterly results and the company’s leadership transition to John Ternus, while Henrik Alex upgraded Plug Power ( PLUG ) from Sell to Hold as AI data center enthusiasm lifts fuel cell stocks. On the cautious side, Juxtaposed Ideas downgraded Core Scientific ( CORZ ) to Hold after shares rallied to overbought levels, and Agar Capital warns that Goodyear ( GT ) remains a Hold despite trading near 52-week lows due to persistent operational headwinds. Upgrades Apple ( AAPL ): Upgrade to Bullish by Steven Fiorillo . Apple delivered record Q2 results with $111.18B in revenue and $2.01 EPS, prompting the upgrade as the company enters a new era under incoming CEO John Ternus with a renewed focus on AI development. “After going through the Q2 print for AAPL, I am upgrading my investment thesis back to bullish as I believe that their increase in cash from operations can continue and that the Ternus era can be significantly better than the Cook era.” Plug Power ( PLUG ): Upgrade Sell to Hold by Henrik Alex . Better-than-expected first quarter results and successful restructuring initiatives have improved the company’s outlook, while speculative interest tied to AI data center demand has shifted market sentiment in the stock’s favor. “Plug Power reported better-than-expected first-quarter results, with both sales and profitability outperforming expectations as the company continues to benefit from recent restructuring and cost-reduction initiatives." Downgrades Core Scientific ( CORZ ): Downgrade Buy to Hold by Juxtaposed Ideas . Despite successful diversification into high-performance computing with colocation revenue up 801% year-over-year, the analyst recommends patience as shares have become overbought following the recent rally. “Despite the robust prospects from the multi-year cloud super cycle, there is no denying the minimal margin of safety at current levels, as similarly observed in COR...
Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...
Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...
Our 24/7 Wall St. price target for Oracle (NYSE:ORCL) is $245.34 over the next 12 months, implying 25.42% upside from $195.61. The recommendation is buy, with a 90% confidence level driven by a record contracted backlog and accelerating cloud infrastructure economics. This is one of the highest-conviction setups in mega-cap software right now. 24/7 Wall ... Oracle Price Prediction: Why $245 Is Jus...
Our 24/7 Wall St. price target for Oracle (NYSE:ORCL) is $245.34 over the next 12 months, implying 25.42% upside from $195.61. The recommendation is buy, with a 90% confidence level driven by a record contracted backlog and accelerating cloud infrastructure economics. This is one of the highest-conviction setups in mega-cap software right now. 24/7 Wall ... Oracle Price Prediction: Why $245 Is Just the Beginning
Hiroshi Watanabe/DigitalVision via Getty Images Introduction After a plunge of more than 50% over the last year, Coty Inc. ( COTY ) looks cheap on virtually every metric compared to its beauty peers. However, it trades at a heavy discount for a reason. The operating numbers remain weak, with negative revenue growth, falling EBITDA, a negative net margin, and weaker brand momentum. Although a turna...
Hiroshi Watanabe/DigitalVision via Getty Images Introduction After a plunge of more than 50% over the last year, Coty Inc. ( COTY ) looks cheap on virtually every metric compared to its beauty peers. However, it trades at a heavy discount for a reason. The operating numbers remain weak, with negative revenue growth, falling EBITDA, a negative net margin, and weaker brand momentum. Although a turnaround is possible according to management, this is not yet sufficiently visible in the numbers. Cautious investors would be best off waiting for more signs of life from this embattled beauty brand. Cheap For A Reason Following a steep decline in stock price, Coty now trades at a significant discount to its peers . The forward non-GAAP P/E is at around 8.8x, considerably lower than The Estée Lauder Companies Inc.'s ( EL ) 35.2x and e.l.f. Beauty, Inc.'s ( ELF ) is roughly 18x. Other metrics paint a similar picture, looking at sales-based and EV-based multiples. Coty trades at 0.34 price-to-sales, compared to EL’s 2.07x and ELF’s 2.11. Coty’s forward EV/EBITDA of 6.6x is also lower than its competitors’ 15x and 12.3x, respectively. For reference, L'Oréal S.A. ( LRLCF ), the global standard in terms of beauty companies, trades at 4.35x sales and 17.2x forward EV/EBITDA, reflecting its solid margins and revenue growth outlook. At first glance, one might think Coty is massively undervalued. However, there are very good reasons why the market is assigning these low multiples. Firstly, the company is printing negative revenue growth, which is a stark contrast to ELF’s growth figure of nearly 17%. At the same time, the company is seeing negative EBITDA growth and negative net margins, and the asset base is shrinking. Estée Lauder is also under pressure, but e.l.f. Beauty shows what strong mass beauty momentum can look like given proper execution. Coty is not merely cheap versus peers but cheap because it is not currently participating in category growth. The Sell-In/Sell-Out Gap Re...
Dentsu press release ( DNTUF ): Q1 GAAP EPS of ¥ 154.05. Revenue of ¥ 357.1B. More on Dentsu Dentsu Group Inc. 2026 Q1 - Results - Earnings Call Presentation FTC accuses ad giants of colluding to steer ad dollars from conservative platforms FTC is said to weigh deal with ad giants over alleged coordinated boycotts Historical earnings data for Dentsu Financial information for Dentsu
Dentsu press release ( DNTUF ): Q1 GAAP EPS of ¥ 154.05. Revenue of ¥ 357.1B. More on Dentsu Dentsu Group Inc. 2026 Q1 - Results - Earnings Call Presentation FTC accuses ad giants of colluding to steer ad dollars from conservative platforms FTC is said to weigh deal with ad giants over alleged coordinated boycotts Historical earnings data for Dentsu Financial information for Dentsu
Montage Gold Corp. press release ( MAU:CA ): Q1 total liquidity and project funding sources were ~$440.2M, supporting the ongoing construction and development phase of its Koné gold project. Cash position stood at ~$79.4M as of Mar 31, 2026. Exploration spend for Q1 was ~$7.5M with ~47.3K meters drilled, supporting future resource expansion. Q1 investing cash outflow was ~$110.3M, mainly driven by...
Montage Gold Corp. press release ( MAU:CA ): Q1 total liquidity and project funding sources were ~$440.2M, supporting the ongoing construction and development phase of its Koné gold project. Cash position stood at ~$79.4M as of Mar 31, 2026. Exploration spend for Q1 was ~$7.5M with ~47.3K meters drilled, supporting future resource expansion. Q1 investing cash outflow was ~$110.3M, mainly driven by project development spending The company continues to build strong progress, with the first gold pour targeted in late Q4-2026 and construction ahead of schedule. More on Montage Gold Corp. Top performing foreign materials stock YTD Flat gold prices YTD mask big moves in mining stocks Historical earnings data for Montage Gold Corp. Financial information for Montage Gold Corp.
The Pacer Data and Digital Revolution ETF is seeing unusually high volume in afternoon trading Friday, with over 347,000 shares traded versus three month average volume of about 109,000. Shares of TRFK were off about 3.1% on the day. Components of that ETF with the highest vol
The Pacer Data and Digital Revolution ETF is seeing unusually high volume in afternoon trading Friday, with over 347,000 shares traded versus three month average volume of about 109,000. Shares of TRFK were off about 3.1% on the day. Components of that ETF with the highest vol
In trading on Friday, the SPDR S&P Oil & Gas Exploration & Production ETF is outperforming other ETFs, up about 1.9% on the day. Components of that ETF showing particular strength include shares of Kosmos Energy, up about 6.7% and shares of Venture Global, up about
In trading on Friday, the SPDR S&P Oil & Gas Exploration & Production ETF is outperforming other ETFs, up about 1.9% on the day. Components of that ETF showing particular strength include shares of Kosmos Energy, up about 6.7% and shares of Venture Global, up about