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Corient Private Wealth LP lifted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 127.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,060,922 shares of the company’s stock after purchasing an additional 3,393,981 shares during the quarter. Johnson & Johnson comprises approximately 1.2% of Corient Private Wealth LP’s portfolio, making the stock its 19th biggest position. Corient Private Wealth LP owned about 0.25% of Johnson & Johnson worth $1,539,292,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Silver Coast Investments LLC boosted its stake in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after buying an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its holdings in shares of Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after purchasing an additional 39 shares in the last quarter. Denali Advisors LLC increased its position in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after buying an additional 40 shares in the last quarter. Sierra Capital LLC raised its stake in Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after purchasing an additional 41 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC boosted its stake in shares of Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after purchasing an additional 42 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analyst Weigh In JNJ has been the subject of a number of recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. Scotiabank reaffirmed an “outperform” rating and issued a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Guggenheim upped their price target on shares of Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Finally, Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $272.83.

View Our Latest Analysis on JNJ Key Stories Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:

Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided? Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis Johnson & Johnson Stock Down 0.0% Shares of NYSE:JNJ opened at $275.12 on Monday. The firm has a 50 day simple moving average of $261.98 and a 200 day simple moving average of $245.08. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $281.07. The company has a market cap of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the previous year, the business posted $2.77 EPS. The business’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Insider Buying and Selling In other news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 97,569 shares of company stock valued at $25,476,044 in the last quarter. Insiders own 0.16% of the company’s stock.

(Free Report)

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

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EFG International AG decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 5.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 374,628 shares of the company’s stock after selling 22,008 shares during the period. Johnson & Johnson accounts for 1.7% of EFG International AG’s holdings, making the stock its 12th biggest position. EFG International AG’s holdings in Johnson & Johnson were worth $95,206,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. Auto Owners Insurance Co increased its position in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares during the period. Norges Bank acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at $6,924,523,000. Capital World Investors purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at about $2,005,942,000. Diamant Asset Management Inc. raised its stake in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its holdings in Johnson & Johnson by 41.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 12,423,886 shares of the company’s stock worth $2,571,124,000 after buying an additional 3,655,754 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In Several equities analysts have recently weighed in on the stock. Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Finally, Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $272.83.

Read Our Latest Analysis on JNJ Johnson & Johnson Stock Down 0.0% Shares of NYSE JNJ opened at $275.12 on Monday. The business has a 50-day moving average price of $261.98 and a 200 day moving average price of $245.08. The stock has a market cap of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 EPS. Johnson & Johnson’s quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s payout ratio is presently 62.11%.

Johnson & Johnson News Roundup Here are the key news stories impacting Johnson & Johnson this week:

Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided? Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis Insider Activity In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Kathryn Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 97,569 shares of company stock valued at $25,476,044 over the last three months. 0.16% of the stock is currently owned by corporate insiders.

(Free Report)

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

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Key Takeaways Target's non-merchandise sales rose 20.1%, outpacing the 5% gain in merchandise sales.Roundel billings rose nearly 20%, while Target GMV and Circle 360 membership revenues climbed more than 40%.Advertising revenues jumped to $279M from $217M, helping diversify Target's sales beyond merchandise. Target Corporation’s (TGT - Free Report) second-quarter fiscal 2026 results highlighted a pivotal shift in its revenue mix, driven by rapid expansion in non-merchandise revenues. Total net sales grew 5.3% year over year to $26,539 million, reflecting a 5% gain in merchandise sales and a 20.1% surge in non-merchandise sales. This increase underscores the growing momentum and operational scaling of Target’s alternative, higher-margin business initiatives.

The growth in non-merchandise sales was driven by continued expansion across Roundel advertising, Target Circle 360 membership revenues and the Target+ marketplace, showing that revenue streams beyond traditional product sales are becoming more meaningful within the business.

The underlying momentum was broad. Management said Roundel gross billings rose nearly 20% from a year ago, while Target+ marketplace gross merchandise value increased more than 40%. Target Circle 360 membership revenues also climbed more than 40%. These businesses extend Target’s relationship with guests and brands beyond merchandise transactions, adding advertising, marketplace and membership income to the company’s sales base.

Advertising revenues of $279 million in the quarter jumped from $217 million a year earlier. Other revenues increased to $174 million from $141 million, while credit card profit sharing edged up to $139 million from $134 million. Together, these components helped non-merchandise sales grow, well ahead of merchandise sales.

By leveraging its digital footprint, brand affinity and store traffic, Target is effectively monetizing guest engagement beyond traditional retail transactions. The surge in non-merchandise sales demonstrates that these strategic platforms are rapidly scaling, generating high-margin revenues and playing an essential role in diversifying Target’s overall business model as digital commerce and retail media continue to evolve.

How Does Target Stack Up Against Its Industry?Target, which competes with Dollar General Corporation (DG - Free Report) and Costco Wholesale Corporation (COST - Free Report) , has seen its shares rally 32.7% over the past three months against the industry’s 3.6% decline. While shares of Dollar General have risen 24.7%, those of Costco have fallen 6% in the aforementioned period.
 

Image Source: Zacks Investment Research

What Does Target’s Current Valuation Suggest?From a valuation standpoint, Target's forward 12-month price-to-earnings ratio stands at 15.77, lower than the industry’s 29.13. However, the stock is trading above its 12-month median level of 14.89.

Target is trading at a discount to Costco (forward 12-month P/E of 40.71) and Dollar General (17.53).

Image Source: Zacks Investment Research

What Do Earnings Estimates Signal for Target?The Zacks Consensus Estimate for Target’s earnings per share for the current and next fiscal year has increased by 16 cents and 9 cents to $10.43 and $9.36, respectively, over the past seven days.
 

Image Source: Zacks Investment Research

Target currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

California State Teachers Retirement System raised its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 34,251.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 118,498,068 shares of the company’s stock after purchasing an additional 118,153,108 shares during the period. California State Teachers Retirement System owned 44.31% of Royal Caribbean Cruises worth $37,626,692,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Capital International Investors increased its stake in Royal Caribbean Cruises by 9.8% during the fourth quarter. Capital International Investors now owns 36,165,358 shares of the company’s stock worth $10,088,156,000 after acquiring an additional 3,215,382 shares during the last quarter. BlackRock Inc. acquired a new position in shares of Royal Caribbean Cruises in the 2nd quarter valued at about $6,549,422,000. Capital Research Global Investors lifted its stake in shares of Royal Caribbean Cruises by 4.8% in the 4th quarter. Capital Research Global Investors now owns 20,176,544 shares of the company’s stock valued at $5,627,669,000 after purchasing an additional 920,042 shares in the last quarter. State Street Corp grew its holdings in shares of Royal Caribbean Cruises by 0.8% during the 3rd quarter. State Street Corp now owns 10,576,751 shares of the company’s stock worth $3,433,052,000 after purchasing an additional 84,202 shares during the period. Finally, Geode Capital Management LLC increased its position in Royal Caribbean Cruises by 2.3% during the 4th quarter. Geode Capital Management LLC now owns 7,054,191 shares of the company’s stock worth $1,961,758,000 after purchasing an additional 155,491 shares in the last quarter. 87.53% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling In other news, CEO Michael Bayley sold 12,811 shares of the company’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $315.99, for a total transaction of $4,048,147.89. Following the completion of the transaction, the chief executive officer directly owned 45,297 shares of the company’s stock, valued at approximately $14,313,399.03. This represents a 22.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 6.44% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth Several research firms recently commented on RCL. Citigroup raised their price target on shares of Royal Caribbean Cruises from $327.00 to $362.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Truist Financial dropped their price objective on shares of Royal Caribbean Cruises from $318.00 to $297.00 and set a “hold” rating for the company in a research report on Friday, May 22nd. Loop Capital assumed coverage on shares of Royal Caribbean Cruises in a research note on Monday, June 1st. They issued a “hold” rating and a $304.00 target price on the stock. William Blair reaffirmed an “outperform” rating on shares of Royal Caribbean Cruises in a research report on Tuesday, July 28th. Finally, Susquehanna increased their price target on Royal Caribbean Cruises from $350.00 to $372.00 and gave the company a “positive” rating in a report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, Royal Caribbean Cruises presently has a consensus rating of “Moderate Buy” and an average price target of $353.40. Get Our Latest Stock Report on RCL

Royal Caribbean Cruises Trading Down 0.1% NYSE RCL opened at $265.02 on Monday. The stock has a market cap of $70.88 billion, a P/E ratio of 16.38, a PEG ratio of 0.95 and a beta of 1.74. The company’s fifty day simple moving average is $297.09 and its 200-day simple moving average is $287.50. The company has a current ratio of 0.21, a quick ratio of 0.19 and a debt-to-equity ratio of 2.03. Royal Caribbean Cruises Ltd. has a 52 week low of $232.10 and a 52 week high of $362.79.

Royal Caribbean Cruises (NYSE:RCL – Get Free Report) last announced its earnings results on Tuesday, July 28th. The company reported $4.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.98 by $0.23. Royal Caribbean Cruises had a return on equity of 43.33% and a net margin of 23.54%.The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.82 billion. During the same period in the prior year, the company posted $4.38 EPS. Royal Caribbean Cruises’s quarterly revenue was up 6.5% on a year-over-year basis. Royal Caribbean Cruises has set its FY 2026 guidance at 17.730-17.870 EPS and its Q3 2026 guidance at 6.260-6.360 EPS. Equities research analysts predict that Royal Caribbean Cruises Ltd. will post 17.78 EPS for the current fiscal year.

Royal Caribbean Cruises Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Thursday, September 17th will be given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Thursday, September 17th. Royal Caribbean Cruises’s dividend payout ratio is currently 37.08%.

(Free Report)

Royal Caribbean Cruises (NYSE: RCL), operating as part of the Royal Caribbean Group, is a global cruise company that develops, markets and operates passenger cruise ships. The company operates multiple consumer-facing cruise brands that offer short- and long-duration itineraries and a range of onboard experiences. Its core activities include itineraries and voyage operations, guest services and hospitality, onboard food and beverage, entertainment and recreation programming, and the commercial activities needed to sell and support cruises through both direct and travel‑agent channels.

Royal Caribbean’s ships serve a broad set of geographies worldwide, regularly deploying vessels in the Caribbean, North America (including Alaska), Europe, Asia, Australia and South America.

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HB Wealth Management LLC boosted its stake in Phillips 66 (NYSE:PSX – Free Report) by 7.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 41,017 shares of the oil and gas company’s stock after acquiring an additional 2,947 shares during the period. HB Wealth Management LLC’s holdings in Phillips 66 were worth $6,934,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in PSX. Key Client Fiduciary Advisors LLC lifted its stake in Phillips 66 by 3.5% in the second quarter. Key Client Fiduciary Advisors LLC now owns 1,624 shares of the oil and gas company’s stock valued at $275,000 after purchasing an additional 55 shares during the last quarter. Threadgill Financial LLC grew its holdings in Phillips 66 by 3.5% during the second quarter. Threadgill Financial LLC now owns 1,693 shares of the oil and gas company’s stock valued at $286,000 after purchasing an additional 58 shares during the period. Nilsine Partners LLC increased its position in Phillips 66 by 1.5% in the second quarter. Nilsine Partners LLC now owns 4,068 shares of the oil and gas company’s stock worth $688,000 after buying an additional 59 shares during the last quarter. Calamos Wealth Management LLC raised its stake in shares of Phillips 66 by 2.0% in the second quarter. Calamos Wealth Management LLC now owns 3,084 shares of the oil and gas company’s stock valued at $521,000 after buying an additional 60 shares during the period. Finally, Somerset Trust Co raised its stake in shares of Phillips 66 by 0.3% in the second quarter. Somerset Trust Co now owns 21,301 shares of the oil and gas company’s stock valued at $3,601,000 after buying an additional 63 shares during the period. 76.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity In related news, EVP Brian Mandell sold 30,000 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $215.00, for a total value of $6,450,000.00. Following the sale, the executive vice president owned 61,595 shares in the company, valued at approximately $13,242,925. This trade represents a 32.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Kevin J. Mitchell sold 11,021 shares of Phillips 66 stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $190.03, for a total value of $2,094,320.63. Following the sale, the chief financial officer directly owned 97,376 shares of the company’s stock, valued at $18,504,361.28. This represents a 10.17% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 100,507 shares of company stock valued at $21,770,810 in the last quarter. 0.40% of the stock is currently owned by company insiders.

Phillips 66 Stock Up 0.0% Shares of NYSE PSX opened at $255.13 on Monday. The company has a quick ratio of 1.00, a current ratio of 1.32 and a debt-to-equity ratio of 0.57. The company has a market cap of $101.80 billion, a P/E ratio of 14.54, a P/E/G ratio of 0.19 and a beta of 0.71. Phillips 66 has a 52 week low of $126.74 and a 52 week high of $260.68. The business has a 50-day simple moving average of $214.38 and a two-hundred day simple moving average of $186.07. Phillips 66 (NYSE:PSX – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The oil and gas company reported $9.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.50 by $1.91. Phillips 66 had a net margin of 4.54% and a return on equity of 19.93%. The firm had revenue of $52.04 billion for the quarter, compared to the consensus estimate of $43.60 billion. During the same period in the prior year, the firm posted $2.38 earnings per share. Research analysts anticipate that Phillips 66 will post 24.07 earnings per share for the current fiscal year.

Phillips 66 announced that its Board of Directors has initiated a share buyback plan on Friday, July 31st that allows the company to buyback $10.00 billion in shares. This buyback authorization allows the oil and gas company to reacquire up to 11.8% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Phillips 66 Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 18th were paid a $1.27 dividend. The ex-dividend date was Tuesday, August 18th. This represents a $5.08 annualized dividend and a yield of 2.0%. Phillips 66’s dividend payout ratio is currently 28.95%.

Analyst Ratings Changes PSX has been the subject of several research reports. Argus increased their price target on Phillips 66 from $185.00 to $197.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. TD Cowen upped their price objective on shares of Phillips 66 from $240.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Morgan Stanley increased their target price on shares of Phillips 66 from $180.00 to $196.00 and gave the stock an “overweight” rating in a research report on Friday, June 12th. Guggenheim upgraded shares of Phillips 66 to an “outperform” rating in a research note on Wednesday, May 27th. Finally, Weiss Ratings raised shares of Phillips 66 from a “hold (c)” rating to a “buy (b)” rating in a report on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $218.94.

Get Our Latest Analysis on Phillips 66

Phillips 66 Profile (Free Report)

Phillips 66 (NYSE: PSX) is an independent energy manufacturing and logistics company engaged primarily in refining, midstream transportation, marketing and chemicals. The company processes crude oil into transportation fuels, lubricants and other petroleum products, operates pipeline and storage infrastructure, and participates in petrochemical production through strategic investments. Phillips 66 serves commercial, industrial and retail customers and positions its operations across the value chain of the downstream energy sector.

The company’s principal activities include refining crude oil into gasoline, diesel, jet fuel and feedstocks for petrochemical production; operating midstream assets such as pipelines, terminals and fractionators that move and store crude oil and natural gas liquids; and marketing and distributing fuels and lubricants through wholesale and retail channels.

See Also Five stocks we like better than Phillips 66 AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

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Greenland Capital Management LP decreased its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 46.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,086 shares of the Wireless communications provider’s stock after selling 13,975 shares during the quarter. Greenland Capital Management LP’s holdings in T-Mobile US were worth $2,698,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in TMUS. BlackRock Inc. acquired a new position in T-Mobile US in the 2nd quarter valued at $6,625,275,000. Price T Rowe Associates Inc. MD increased its position in T-Mobile US by 30.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 27,795,065 shares of the Wireless communications provider’s stock worth $5,643,511,000 after buying an additional 6,516,968 shares during the period. State Street Corp lifted its holdings in shares of T-Mobile US by 4.3% during the fourth quarter. State Street Corp now owns 25,281,709 shares of the Wireless communications provider’s stock worth $5,133,198,000 after buying an additional 1,047,624 shares in the last quarter. Capital International Investors lifted its holdings in shares of T-Mobile US by 8.2% during the fourth quarter. Capital International Investors now owns 14,847,697 shares of the Wireless communications provider’s stock worth $3,014,754,000 after buying an additional 1,121,409 shares in the last quarter. Finally, Invesco Ltd. boosted its position in shares of T-Mobile US by 10.5% in the fourth quarter. Invesco Ltd. now owns 8,730,485 shares of the Wireless communications provider’s stock valued at $1,772,638,000 after acquiring an additional 827,381 shares during the period. Institutional investors own 42.49% of the company’s stock.

T-Mobile US Price Performance Shares of NASDAQ TMUS opened at $181.52 on Monday. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.83 and a current ratio of 0.92. T-Mobile US, Inc. has a 52 week low of $165.66 and a 52 week high of $255.74. The stock has a market capitalization of $194.71 billion, a P/E ratio of 19.01, a PEG ratio of 1.17 and a beta of 0.34. The stock’s fifty day moving average is $181.32 and its 200 day moving average is $192.31.

T-Mobile US (NASDAQ:TMUS – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.40. The business had revenue of $22.79 billion during the quarter, compared to analysts’ expectations of $22.95 billion. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. T-Mobile US’s revenue was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.84 earnings per share. Sell-side analysts forecast that T-Mobile US, Inc. will post 10.82 earnings per share for the current fiscal year. T-Mobile US Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be given a $1.02 dividend. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a dividend yield of 2.2%. T-Mobile US’s payout ratio is presently 42.72%.

Analysts Set New Price Targets Several equities analysts recently commented on TMUS shares. KeyCorp decreased their price target on shares of T-Mobile US from $260.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Morgan Stanley cut their price objective on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating for the company in a report on Tuesday, July 7th. Wells Fargo & Company decreased their target price on shares of T-Mobile US from $170.00 to $169.00 and set an “equal weight” rating on the stock in a research report on Friday, July 24th. Weiss Ratings cut shares of T-Mobile US from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 15th. Finally, Scotiabank dropped their price target on shares of T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating for the company in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $252.08.

Get Our Latest Stock Analysis on TMUS

Key Stories Impacting T-Mobile US Here are the key news stories impacting T-Mobile US this week:

Positive Sentiment: Activist investor Elliott Investment Management reportedly opposes a potential merger involving Deutsche Telekom and is urging the parent company to pursue alternative ways to increase shareholder value. The report could support T-Mobile’s investment case by reducing merger-related uncertainty and keeping the focus on shareholder returns. T-Mobile Stock Rises on Report Elliott Opposes Deutsche Telekom Merger Positive Sentiment: Jessica Uhl will join T-Mobile as CFO designate in mid-September and brings senior finance experience from Shell and GE Vernova. Her global operating background may strengthen the company’s financial leadership as T-Mobile continues investing in its wireless network and growth initiatives. T-Mobile US Sets Up CFO Handover With Jessica Uhl Joining In September Neutral Sentiment: The transition is planned well in advance: current CFO Peter Osvaldik will remain in the role until February 2027 and work with Uhl during an extended handover. The overlap reduces execution risk, although investors may still be evaluating how Uhl’s priorities will differ from the current finance strategy. T-Mobile CFO Peter Osvaldik to Step Down in February 2027 Negative Sentiment: The CFO succession announcement may be contributing to near-term pressure on TMUS, as leadership changes can create uncertainty around capital allocation, financial targets and the company’s longer-term strategy, even when the transition is orderly. This comes despite T-Mobile’s recent earnings beat and year-over-year revenue growth. T-Mobile Announces Planned Chief Financial Officer Transition T-Mobile US Profile (Free Report)

T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.

Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.

Further Reading Five stocks we like better than T-Mobile US AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains Want to see what other hedge funds are holding TMUS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for T-Mobile US, Inc. (NASDAQ:TMUS – Free Report).

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Oracle
ORCL +3.08% 92

stock is flashing a stunning pre-earnings signal as options traders brace for an 11.2% move following its fiscal first-quarter report on September 10.

At $157.62, the implied swing is about $17.65, creating a post-earnings range near $140 to $175. Options do not predict direction. They show the volatility priced into the event.

Wall Street expects revenue of $19.13 billion, up nearly 28%, and earnings of $1.74 per share. The test is whether Oracle can convert AI demand into profitable growth without another spending surge.

Oracle's $638 billion backlog equals 9.5 times its $67.4 billion fiscal 2026 revenue. Cloud-infrastructure sales jumped 93% last quarter, showing demand. However, backlog is not revenue. Oracle must deploy servers and data centers enough to fulfill contracts, recognize sales and collect cash.

The financing tension is clear. Oracle generated $32 billion in operating cash flow last year, yet AI data-center investments drove free cash flow to negative $23.7 billion. The company plans to raise $40 billion during fiscal 2027, increasing investor focus on leverage, funding costs and capital returns.

OpenAI provides a catalyst and concentration risk. Its GPT-6 Astra release supported Oracle shares because OpenAI signed a $300 billion cloud-rental agreement with Oracle last year. Evidence that deployment is progressing could validate Oracle's buildout, while delays would amplify doubts.

Analysts remain bullish. Morgan Stanley raised the target from $207 to $210, while Bank of America maintained a Buy rating and $240 target. Consensus is Strong Buy, with a $254.68 target implying 60.4% upside. Oracle remains down 19% this year.

For investors, the report turns on three metrics: cloud growth, backlog conversion and the capex-to-cash-flow trajectory. Strong sales with deteriorating cash flow may disappoint. Better execution and cash generation could unlock a rebound. With an 11.2% swing priced, the market is preparing to deliver a verdict.

Field & Main Bank purchased a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 10,715 shares of the company’s stock, valued at approximately $2,696,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Prosperitas Financial LLC grew its holdings in AbbVie by 13.5% during the 2nd quarter. Prosperitas Financial LLC now owns 22,314 shares of the company’s stock valued at $5,615,000 after buying an additional 2,650 shares during the last quarter. Pin Oak Investment Advisors Inc. acquired a new stake in shares of AbbVie during the second quarter valued at $613,000. 49 Wealth Management LLC purchased a new stake in AbbVie during the 2nd quarter worth about $2,729,000. Livforsakringsbolaget Skandia Omsesidigt increased its position in AbbVie by 7.6% during the 2nd quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 167,270 shares of the company’s stock worth $42,018,000 after purchasing an additional 11,800 shares in the last quarter. Finally, Rakuten Investment Management Inc. raised its stake in AbbVie by 10.2% in the 2nd quarter. Rakuten Investment Management Inc. now owns 289,091 shares of the company’s stock valued at $73,519,000 after purchasing an additional 26,793 shares during the last quarter. 70.23% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades A number of research analysts have issued reports on ABBV shares. Wall Street Zen lowered shares of AbbVie from a “strong-buy” rating to a “buy” rating in a report on Sunday, July 5th. Wolfe Research raised shares of AbbVie from a “peer perform” rating to an “outperform” rating and set a $300.00 price objective for the company in a research report on Thursday, August 13th. Bank of America upped their price objective on shares of AbbVie from $234.00 to $276.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Evercore set a $235.00 price target on AbbVie in a report on Friday, May 15th. Finally, Canaccord Genuity Group increased their price target on AbbVie from $282.00 to $290.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $275.95.

Check Out Our Latest Analysis on AbbVie AbbVie Stock Down 0.1% NYSE:ABBV opened at $256.27 on Monday. The company has a market cap of $452.78 billion, a P/E ratio of 72.39, a P/E/G ratio of 1.16 and a beta of 0.29. The firm’s 50 day moving average is $254.66 and its two-hundred day moving average is $230.05. AbbVie Inc. has a fifty-two week low of $190.75 and a fifty-two week high of $267.47.

AbbVie (NYSE:ABBV – Get Free Report) last announced its quarterly earnings data on Friday, July 31st. The company reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.61 by $0.04. The company had revenue of $16.99 billion during the quarter, compared to analysts’ expectations of $16.80 billion. AbbVie had a net margin of 9.80% and a negative return on equity of 422.07%. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the company earned $2.97 EPS. AbbVie has set its Q3 2026 guidance at 3.840-3.880 EPS. Research analysts forecast that AbbVie Inc. will post 14.05 earnings per share for the current fiscal year.

AbbVie Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Wednesday, July 15th were given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Wednesday, July 15th. AbbVie’s dividend payout ratio is 195.48%.

Key AbbVie News Here are the key news stories impacting AbbVie this week:

Positive Sentiment: Etentamig delivers a major Phase 3 win: AbbVie said its investigational BCMA x CD3 therapy met both primary endpoints in the CERVINO trial for relapsed/refractory multiple myeloma. Etentamig produced a 74% objective response rate versus 45.7% for standard therapies and reduced the risk of disease progression or death by 60%. The results could support a regulatory submission and give AbbVie an opportunity to compete in the growing BCMA-targeted treatment market. AbbVie Announces Positive Topline Results from the Phase 3 CERVINO Trial Positive Sentiment: Apogee acquisition expands immunology pipeline: AbbVie completed its approximately $10.9 billion purchase of Apogee Therapeutics. The deal adds late-stage zumilokibart for atopic dermatitis and additional respiratory and inflammatory disease programs, potentially strengthening growth beyond Humira. AbbVie Completes Acquisition of Apogee Therapeutics Positive Sentiment: Growth products continue to offset Humira erosion: Skyrizi and Rinvoq remain key drivers, with reported second-quarter sales growth of 24% and 25%, respectively. AbbVie’s established dividend record and broader pipeline also support the long-term investment case. Neutral Sentiment: Financial guidance was reaffirmed: AbbVie maintained its 2026 adjusted EPS outlook of $13.87–$14.07 and third-quarter guidance of $3.84–$3.88. However, the Apogee transaction is expected to dilute earnings initially before becoming accretive later in the decade. AbbVie Completes Acquisition of Apogee Therapeutics Negative Sentiment: Humira remains a significant headwind: The flagship drug’s revenue continues to fall following biosimilar competition, raising questions about how quickly newer products can replace the lost cash flow and support future dividend growth. Insider Transactions at AbbVie In related news, EVP Nicholas Donoghoe sold 32,710 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $250.00, for a total transaction of $8,177,500.00. Following the completion of the sale, the executive vice president directly owned 74,430 shares of the company’s stock, valued at approximately $18,607,500. This represents a 30.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.06% of the company’s stock.

AbbVie Profile (Free Report)

AbbVie is a global, research-driven biopharmaceutical company that was created as a spin-off from Abbott Laboratories in 2013 and is headquartered in North Chicago, Illinois. The company focuses on discovering, developing and commercializing therapies for complex and often chronic medical conditions. Its operations span research and development, manufacturing, regulatory affairs and commercialization, with an emphasis on bringing specialty medicines to market across multiple therapeutic areas.

AbbVie’s product portfolio and pipeline cover several major therapeutic categories, including immunology, oncology, neuroscience, virology and women’s health.

Featured Stories Five stocks we like better than AbbVie AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains Want to see what other hedge funds are holding ABBV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AbbVie Inc. (NYSE:ABBV – Free Report).

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Braun Stacey Associates Inc. raised its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.9% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 87,528 shares of the company’s stock after purchasing an additional 3,269 shares during the quarter. Braun Stacey Associates Inc.’s holdings in AbbVie were worth $22,026,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Litman Gregory Wealth Management LLC bought a new position in AbbVie in the fourth quarter valued at about $28,000. Imprint Wealth LLC boosted its stake in shares of AbbVie by 56.2% in the 4th quarter. Imprint Wealth LLC now owns 125 shares of the company’s stock valued at $29,000 after purchasing an additional 45 shares during the last quarter. Burk Holdings LLC acquired a new stake in shares of AbbVie during the 2nd quarter worth approximately $30,000. Legacy Wealth Managment LLC ID grew its position in shares of AbbVie by 115.9% during the 4th quarter. Legacy Wealth Managment LLC ID now owns 136 shares of the company’s stock worth $31,000 after buying an additional 73 shares during the period. Finally, IFC & Insurance Marketing Inc. bought a new stake in shares of AbbVie during the fourth quarter worth approximately $31,000. Institutional investors own 70.23% of the company’s stock.

Key AbbVie News Here are the key news stories impacting AbbVie this week:

Positive Sentiment: Etentamig delivers a major Phase 3 win: AbbVie said its investigational BCMA x CD3 therapy met both primary endpoints in the CERVINO trial for relapsed/refractory multiple myeloma. Etentamig produced a 74% objective response rate versus 45.7% for standard therapies and reduced the risk of disease progression or death by 60%. The results could support a regulatory submission and give AbbVie an opportunity to compete in the growing BCMA-targeted treatment market. AbbVie Announces Positive Topline Results from the Phase 3 CERVINO Trial Positive Sentiment: Apogee acquisition expands immunology pipeline: AbbVie completed its approximately $10.9 billion purchase of Apogee Therapeutics. The deal adds late-stage zumilokibart for atopic dermatitis and additional respiratory and inflammatory disease programs, potentially strengthening growth beyond Humira. AbbVie Completes Acquisition of Apogee Therapeutics Positive Sentiment: Growth products continue to offset Humira erosion: Skyrizi and Rinvoq remain key drivers, with reported second-quarter sales growth of 24% and 25%, respectively. AbbVie’s established dividend record and broader pipeline also support the long-term investment case. Neutral Sentiment: Financial guidance was reaffirmed: AbbVie maintained its 2026 adjusted EPS outlook of $13.87–$14.07 and third-quarter guidance of $3.84–$3.88. However, the Apogee transaction is expected to dilute earnings initially before becoming accretive later in the decade. AbbVie Completes Acquisition of Apogee Therapeutics Negative Sentiment: Humira remains a significant headwind: The flagship drug’s revenue continues to fall following biosimilar competition, raising questions about how quickly newer products can replace the lost cash flow and support future dividend growth. Insider Transactions at AbbVie In other news, EVP Nicholas Donoghoe sold 32,710 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $250.00, for a total transaction of $8,177,500.00. Following the completion of the transaction, the executive vice president directly owned 74,430 shares in the company, valued at $18,607,500. This represents a 30.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 0.06% of the company’s stock. Analysts Set New Price Targets A number of analysts have commented on ABBV shares. Bank of America lifted their target price on shares of AbbVie from $234.00 to $276.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Canaccord Genuity Group raised their price target on AbbVie from $282.00 to $290.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Wells Fargo & Company lifted their price objective on AbbVie from $295.00 to $300.00 and gave the stock an “overweight” rating in a research note on Monday, August 17th. Citigroup upped their price objective on AbbVie from $230.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. Finally, UBS Group increased their target price on AbbVie from $230.00 to $260.00 and gave the company a “neutral” rating in a research note on Monday, July 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $275.95.

Read Our Latest Stock Report on ABBV

AbbVie Price Performance Shares of AbbVie stock opened at $256.27 on Monday. The firm has a market cap of $452.78 billion, a price-to-earnings ratio of 72.39, a price-to-earnings-growth ratio of 1.16 and a beta of 0.29. The stock’s 50-day moving average is $254.66 and its 200-day moving average is $230.05. AbbVie Inc. has a one year low of $190.75 and a one year high of $267.47.

AbbVie (NYSE:ABBV – Get Free Report) last posted its quarterly earnings data on Friday, July 31st. The company reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.61 by $0.04. The business had revenue of $16.99 billion during the quarter, compared to the consensus estimate of $16.80 billion. AbbVie had a negative return on equity of 422.07% and a net margin of 9.80%.AbbVie’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period last year, the company earned $2.97 earnings per share. AbbVie has set its Q3 2026 guidance at 3.840-3.880 EPS. On average, equities analysts expect that AbbVie Inc. will post 14.05 EPS for the current year.

AbbVie Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Wednesday, July 15th were given a $1.73 dividend. The ex-dividend date of this dividend was Wednesday, July 15th. This represents a $6.92 dividend on an annualized basis and a yield of 2.7%. AbbVie’s dividend payout ratio (DPR) is 195.48%.

About AbbVie (Free Report)

AbbVie is a global, research-driven biopharmaceutical company that was created as a spin-off from Abbott Laboratories in 2013 and is headquartered in North Chicago, Illinois. The company focuses on discovering, developing and commercializing therapies for complex and often chronic medical conditions. Its operations span research and development, manufacturing, regulatory affairs and commercialization, with an emphasis on bringing specialty medicines to market across multiple therapeutic areas.

AbbVie’s product portfolio and pipeline cover several major therapeutic categories, including immunology, oncology, neuroscience, virology and women’s health.

See Also Five stocks we like better than AbbVie AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

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Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight. Whether that unravels the entire investment case for the most popular utility ETF on the market depends on a number almost…

The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has been marketed all year as the way to own the AI power buildout without buying AI stocks. That pitch depends on one number holding up: the sea of gigawatt-scale interconnection requests utilities cite to justify record capital plans.

Texas just poked a hole in it. ERCOT’s new Batch Zero review pauses fresh data-center hookups while regulators audit ownership, financing, water use, and on-site generation, and Reuters reported AEP Ohio’s data-center pipeline shrank by more than half after new application fees took effect.

That matters for XLU because its five largest utility positions, NextEra (NYSE:NEE | NEE Price Prediction) at about 13%, Southern (NYSE:SO) near 8%, Duke (NYSE:DUK) around 7%, Constellation (NASDAQ:CEG) at roughly 6%, and American Electric Power (NASDAQ:AEP) just above 5%, are the same companies whose earnings calls now revolve around hyperscaler contracts. If a chunk of that pipeline is a paperwork phantom, XLU’s growth story compresses to something much closer to a bond proxy trading at a 10-year Treasury yield of 4.77%.

How Requested Load Becomes a Multiple of Real Load A single data-center developer can file interconnection requests with several utilities across several states for the same project, and none of those filings commits the developer to breaking ground. Requested capacity ends up counted several times, which is how U.S. utility queues balloon into figures no plausible construction schedule can serve.

The mechanism that separates real from phantom is money. Exelon showed it plainly this quarter, cutting its data-center pipeline to 36 gigawatts from 43, with only 11 gigawatts classified as high-probability and just 4 gigawatts backed by signed transmission security agreements and $1 billion of collateral. AEP is running the same experiment in Texas, where it has collected nearly $2 billion in cash or collateral against 45 gigawatts of Batch Zero load. Pipelines shrink when someone asks for a check.

Why a Regulated Utility Cares Who’s Really Coming A regulated utility earns an allowed return on the capital in its rate base, which is why building substations and transmission lines is profitable, and building the wrong ones is dangerous. If a company energizes lines for a hyperscaler that never arrives, the cost lands on existing ratepayers, then on state commissions that can cut the allowed return when bills spike.

That is the risk hidden inside AEP’s $78 billion five-year capital plan and 7% to 9% EPS growth target through 2030, and it is why Exelon (NASDAQ:EXC) insisted its $41 billion plan through 2029 did not budge when the pipeline was trimmed. The prudent utilities are pricing to the audited subset.

What XLU Actually Owns, and Why It Isn’t Uniform XLU holds roughly 30 names with $23.1 billion in net assets, per the State Street fund page, and the top five drive the fund. Those five are not the same business. NextEra and Southern are regulated wires-and-generation utilities with long capex tails; Constellation sells merchant nuclear power under bilateral contracts.

Constellation this quarter signed 920 megawatts of long-term nuclear PPAs with an average term of 18.5 years with investment-grade counterparties and raised guidance to $11.50 to $12.50 for 2026. That is a genuinely differentiated, AI-powered exposure, and it also explains why CEG is down about 15% year-to-date through September 4, 2026, while the rest of the fund plods along.

Does the Fund Deliver on the Pitch? Not really; once you compare it to the market it is supposed to complement. XLU returned about 2% year-to-date, roughly 6% over one year, and 44% over five years through September 4, 2026. SPY returned about 13%, 19%, and 70% over the same periods.

Against Vanguard’s alternative, XLU looks like an expensive twin. VPU returned about 2% year-to-date, roughly 6% over one year, and 43% over five years, at a 0.09% expense ratio. If you want passive utilities, VPU is doing the same job for less. If you want the AI-power thesis specifically, owning CEG, NEE, and AEP directly concentrates you into the pipelines actually being audited rather than diluting them across water utilities and gas LDCs (we pulled together seven of the non-chipmaker suppliers riding the same buildout, from power to cooling to networking, in a free AI infrastructure report).

Is XLU ETF a Buy? The setup looks balanced but skews cautious. XLU still owns the toll roads for whatever load does show up, and even a heavily discounted queue exceeds available generation after two decades of flat demand. But the fund’s valuation reflects the optimistic pipeline, not the audited one, and a 4.77% 10-year yield as of September 3, 2026 gives income buyers a cleaner alternative.

Investors seeking the AI-power thesis get more concentrated exposure through Constellation or NextEra directly, while those focused on defensive income get the same utility basket more cheaply through VPU.

Contact [email protected] for any questions or corrections.

HB Wealth Management LLC lowered its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 14.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 23,518 shares of the medical equipment provider’s stock after selling 4,018 shares during the period. HB Wealth Management LLC’s holdings in Intuitive Surgical were worth $9,353,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Main Street Group LTD bought a new position in Intuitive Surgical in the first quarter worth $30,000. Compass Financial Management LLC bought a new stake in shares of Intuitive Surgical during the 2nd quarter valued at $30,000. Vermillion Wealth Management Inc. boosted its holdings in shares of Intuitive Surgical by 58.1% during the 1st quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock valued at $31,000 after buying an additional 25 shares in the last quarter. Motiv8 Investments LLC purchased a new stake in shares of Intuitive Surgical in the 4th quarter worth about $34,000. Finally, Evergreen Advisors LLC purchased a new stake in shares of Intuitive Surgical in the 1st quarter worth about $35,000. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Analyst Ratings Changes Several research analysts recently issued reports on the stock. Piper Sandler reiterated an “overweight” rating on shares of Intuitive Surgical in a research note on Friday, August 21st. JPMorgan Chase & Co. dropped their price objective on shares of Intuitive Surgical from $550.00 to $450.00 and set an “overweight” rating on the stock in a research note on Friday, July 17th. Bank of America cut their price objective on shares of Intuitive Surgical from $520.00 to $515.00 in a report on Friday, June 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Intuitive Surgical in a research note on Friday, August 14th. Finally, KeyCorp reiterated an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Twenty-two investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $508.68.

Check Out Our Latest Report on ISRG Intuitive Surgical Price Performance Shares of NASDAQ:ISRG opened at $366.70 on Monday. The business has a fifty day moving average price of $381.44 and a 200-day moving average price of $428.20. The company has a market capitalization of $129.55 billion, a PE ratio of 42.00, a PEG ratio of 2.77 and a beta of 1.47. Intuitive Surgical, Inc. has a 1-year low of $328.57 and a 1-year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The medical equipment provider reported $2.80 EPS for the quarter, beating the consensus estimate of $2.48 by $0.32. The company had revenue of $2.89 billion for the quarter, compared to the consensus estimate of $2.83 billion. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. Intuitive Surgical’s revenue for the quarter was up 18.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.81 EPS. On average, sell-side analysts anticipate that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current fiscal year.

Insider Activity In related news, Director Gary S. Guthart sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $400.00, for a total value of $4,000,000.00. Following the completion of the transaction, the director directly owned 1,245,679 shares in the company, valued at $498,271,600. The trade was a 0.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the transaction, the executive vice president directly owned 5,320 shares in the company, valued at $2,016,280. This trade represents a 6.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 11,635 shares of company stock worth $4,640,172. Corporate insiders own 0.60% of the company’s stock.

Intuitive Surgical Profile (Free Report)

Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, California, is a medical technology company focused on the design, manufacture and service of robotic-assisted surgical systems. The company is best known for its da Vinci surgical systems, which enable minimally invasive procedures by translating a surgeon’s hand movements into finer, scaled motions of small instruments inside the patient. Intuitive’s business centers on supplying hospitals and surgical centers with systems, instruments and related technologies that aim to improve precision, visualization and control in the operating room.

In addition to its core surgical platforms, Intuitive markets a portfolio of reusable and disposable instruments, accessories, and proprietary software, and provides training, servicing and clinical support to its customers.

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California State Teachers Retirement System increased its position in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 63,274.2% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 97,723,683 shares of the biopharmaceutical company’s stock after purchasing an additional 97,569,482 shares during the quarter. California State Teachers Retirement System owned approximately 94.91% of Regeneron Pharmaceuticals worth $60,934,625,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in REGN. Western Wealth Management LLC purchased a new stake in shares of Regeneron Pharmaceuticals in the 1st quarter worth about $26,000. SHP Wealth Management bought a new stake in Regeneron Pharmaceuticals during the fourth quarter worth about $26,000. Titan Wealth CI Ltd bought a new stake in Regeneron Pharmaceuticals during the fourth quarter worth about $29,000. Kemnay Advisory Services Inc. purchased a new stake in Regeneron Pharmaceuticals in the fourth quarter worth about $31,000. Finally, Birchwood Financial Partners Inc. purchased a new stake in Regeneron Pharmaceuticals in the fourth quarter worth about $32,000. 83.31% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In Several research firms have recently issued reports on REGN. Sanford C. Bernstein upgraded shares of Regeneron Pharmaceuticals to a “hold” rating in a report on Wednesday, July 29th. HSBC reduced their price objective on Regeneron Pharmaceuticals from $990.00 to $880.00 and set a “buy” rating for the company in a research report on Monday, July 6th. BMO Capital Markets cut their target price on Regeneron Pharmaceuticals from $900.00 to $730.00 and set an “outperform” rating on the stock in a research note on Monday, May 18th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Regeneron Pharmaceuticals in a research report on Wednesday, June 24th. Finally, Truist Financial upped their price target on shares of Regeneron Pharmaceuticals from $769.00 to $772.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Fourteen equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, Regeneron Pharmaceuticals presently has a consensus rating of “Moderate Buy” and a consensus price target of $800.36.

Get Our Latest Stock Analysis on REGN Regeneron Pharmaceuticals Price Performance REGN stock opened at $827.72 on Monday. The stock has a market capitalization of $85.22 billion, a P/E ratio of 20.46, a P/E/G ratio of 1.62 and a beta of 0.20. The company has a debt-to-equity ratio of 0.06, a current ratio of 3.34 and a quick ratio of 2.78. Regeneron Pharmaceuticals, Inc. has a 1-year low of $541.00 and a 1-year high of $859.34. The business has a fifty day moving average price of $738.29 and a 200-day moving average price of $719.51.

Regeneron Pharmaceuticals (NASDAQ:REGN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The biopharmaceutical company reported $14.29 EPS for the quarter, beating the consensus estimate of $10.16 by $4.13. Regeneron Pharmaceuticals had a return on equity of 13.47% and a net margin of 27.86%.The company had revenue of $4.29 billion for the quarter, compared to analysts’ expectations of $3.82 billion. During the same period last year, the firm posted $12.81 earnings per share. Regeneron Pharmaceuticals’s revenue was up 16.7% compared to the same quarter last year. Equities analysts forecast that Regeneron Pharmaceuticals, Inc. will post 44.25 earnings per share for the current fiscal year.

Regeneron Pharmaceuticals Announces Dividend The business also recently declared a quarterly dividend, which was paid on Monday, August 31st. Stockholders of record on Tuesday, August 18th were paid a $0.94 dividend. The ex-dividend date was Tuesday, August 18th. This represents a $3.76 dividend on an annualized basis and a dividend yield of 0.5%. Regeneron Pharmaceuticals’s payout ratio is currently 9.29%.

Here are the key news stories impacting Regeneron Pharmaceuticals this week:

Positive Sentiment: Recent commentary continues to view Regeneron as a potentially attractive long-term biotech investment, supported by its established commercial portfolio, development pipeline and strong financial profile. However, the comparison with Vertex reportedly gives Vertex the clearer near-term investment edge. Vertex vs. Regeneron: Which Biotech Giant Is the Better Buy Right Now? Neutral Sentiment: Regeneron’s Phase 1/2 study combining cemiplimab with SNS-101 has been completed, providing a pipeline milestone, although no efficacy or regulatory results were released. Cemiplimab Combination Trial Completion Negative Sentiment: Several law firms are recruiting investors for a securities class action alleging that Regeneron and certain executives misled shareholders about the viability and risks of the Phase 3 Fianlimab-Libtayo trial, including its protocol change and failure to meet the primary endpoint. Investors have until September 14, 2026, to seek lead-plaintiff status. The allegations have not been proven, but the litigation creates potential reputational, legal and financial risks. Regeneron Class Action Deadline Alert Negative Sentiment: Director Kathryn Guarini sold 400 shares for $340,000, while EVP Marion McCourt sold 2,346 shares for approximately $2.0 million. All sales were made under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but the transactions may weigh on sentiment near recent highs. SEC Insider Transaction Filing Insider Activity at Regeneron Pharmaceuticals In other Regeneron Pharmaceuticals news, EVP Marion Mccourt sold 1,131 shares of the business’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $857.39, for a total transaction of $969,708.09. Following the completion of the sale, the executive vice president directly owned 12,003 shares in the company, valued at approximately $10,291,252.17. The trade was a 8.61% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Huda Y. Zoghbi sold 800 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $800.00, for a total value of $640,000.00. Following the transaction, the director directly owned 1,703 shares in the company, valued at $1,362,400. The trade was a 31.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 4,146 shares of company stock valued at $3,432,488. Insiders own 6.97% of the company’s stock.

About Regeneron Pharmaceuticals (Free Report)

Regeneron Pharmaceuticals, Inc (NASDAQ: REGN) is a U.S.-based biotechnology company founded in 1988 and headquartered in Tarrytown, New York. It focuses on discovering, developing, manufacturing and commercializing medicines for serious medical conditions. The company combines laboratory research, clinical development and in-house manufacturing to advance a pipeline of biologic therapies across multiple therapeutic areas.

Regeneron is known for its proprietary drug discovery technologies, including its VelocImmune platform, which is used to generate fully human monoclonal antibodies.

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Burford Brothers Inc. purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 890 shares of the company’s stock, valued at approximately $1,068,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Coastal Bridge Advisors LLC purchased a new position in Eli Lilly and Company during the second quarter valued at $2,959,000. Mosaic Family Wealth Partners LLC lifted its stake in Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Moran Wealth Management LLC boosted its holdings in shares of Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after purchasing an additional 9,638 shares during the last quarter. Generali Investments Management Co LLC boosted its holdings in shares of Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after purchasing an additional 1,521 shares during the last quarter. Finally, Amundi grew its position in shares of Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after purchasing an additional 454,549 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Buying and Selling at Eli Lilly and Company In related news, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the sale, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the sale, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,500 shares of company stock worth $15,958,170 over the last ninety days. Company insiders own 0.14% of the company’s stock.

Wall Street Analyst Weigh In LLY has been the topic of several research reports. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 23rd. Berenberg Bank increased their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. Guggenheim raised their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. Sanford C. Bernstein raised their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus target price of $1,292.18. Check Out Our Latest Report on LLY

Eli Lilly and Company Stock Performance Shares of NYSE:LLY opened at $1,147.06 on Monday. The firm has a fifty day simple moving average of $1,191.71 and a two-hundred day simple moving average of $1,069.87. Eli Lilly and Company has a 52 week low of $712.05 and a 52 week high of $1,292.65. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The stock has a market capitalization of $1.08 trillion, a P/E ratio of 38.49, a PEG ratio of 1.42 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the prior year, the company earned $6.31 EPS. The business’s revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is presently 23.22%.

Key Stories Impacting Eli Lilly and Company Here are the key news stories impacting Eli Lilly and Company this week:

Positive Sentiment: Lilly agreed to acquire Merida Biosciences for up to $2.88 billion, its 13th deal of the year. The transaction adds an early-stage immunology platform designed to selectively eliminate disease-causing autoantibodies while preserving normal immune function. Investors may view the acquisition as a way to diversify beyond Mounjaro and Zepbound and build longer-term growth in autoimmune and allergic diseases. Lilly looks beyond obesity with $2.88B autoimmune buyout Positive Sentiment: Lilly’s deal activity has outpaced other major pharmaceutical companies this year, reinforcing management’s efforts to replenish and broaden its pipeline. The strategy could reduce reliance on the obesity market over time, although many acquired programs remain early stage. This week in charts: China deals, stock flatlines and Lilly’s M&A spree Positive Sentiment: A Lilly subsidiary reached a late-stage development milestone involving an orexin receptor 2 agonist portfolio, triggering an $8.6 million payment to partner Nxera Pharma. The milestone provides evidence of pipeline progress, though the financial impact is modest relative to Lilly’s scale. Nxera Pharma milestone payment Neutral Sentiment: Local officials approved the final land-development plan for Lilly’s pharmaceutical plant in Upper Macungie, Pennsylvania. The step supports future manufacturing capacity and jobs but is unlikely to materially affect near-term earnings. Upper Macungie approves Lilly development plan Negative Sentiment: LLY is down about 2.7% since its latest earnings report, suggesting investors have been taking profits or looking for additional catalysts after the results. The quarter itself was strong—earnings and revenue exceeded expectations and revenue grew 47.7% year over year—but the stock’s premium valuation leaves limited room for disappointment. Lilly down since last earnings report Negative Sentiment: Superluminal Medicines raised $60 million to advance an early-stage MC4R obesity treatment. Although years from commercialization, additional funding for competing obesity therapies highlights the potential for greater competition around Lilly’s core growth market. Superluminal advances rare obesity therapy (Free Report)

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

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Coastal Bridge Advisors LLC lifted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,028 shares of the semiconductor manufacturer’s stock after buying an additional 1,438 shares during the quarter. Coastal Bridge Advisors LLC’s holdings in Broadcom were worth $7,188,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. State Street Corp boosted its position in shares of Broadcom by 2.7% in the fourth quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock valued at $65,788,194,000 after acquiring an additional 5,040,801 shares during the period. Geode Capital Management LLC raised its stake in Broadcom by 1.4% during the 4th quarter. Geode Capital Management LLC now owns 111,277,280 shares of the semiconductor manufacturer’s stock valued at $38,396,634,000 after purchasing an additional 1,548,699 shares during the last quarter. Price T Rowe Associates Inc. MD raised its stake in Broadcom by 3.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 85,546,083 shares of the semiconductor manufacturer’s stock valued at $29,607,500,000 after purchasing an additional 2,491,644 shares during the last quarter. Norges Bank bought a new stake in Broadcom in the 4th quarter valued at $24,252,196,000. Finally, Bank of America Corp DE grew its position in Broadcom by 4.6% in the 2nd quarter. Bank of America Corp DE now owns 61,423,013 shares of the semiconductor manufacturer’s stock worth $23,202,543,000 after purchasing an additional 2,685,916 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors.

Broadcom Stock Down 0.0% NASDAQ:AVGO opened at $357.89 on Monday. The stock’s fifty day moving average price is $383.57 and its two-hundred day moving average price is $377.59. Broadcom Inc. has a 52-week low of $289.96 and a 52-week high of $495.00. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.29 and a current ratio of 2.50. The company has a market cap of $1.70 trillion, a price-to-earnings ratio of 45.71 and a beta of 1.44.

Broadcom (NASDAQ:AVGO – Get Free Report) last released its earnings results on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 EPS for the quarter, beating the consensus estimate of $3.22 by $0.10. The company had revenue of $29.59 billion during the quarter, compared to analysts’ expectations of $29.24 billion. Broadcom had a return on equity of 48.33% and a net margin of 42.94%.The business’s revenue for the quarter was up 85.5% on a year-over-year basis. During the same period last year, the firm earned $1.69 EPS. On average, analysts anticipate that Broadcom Inc. will post 10.25 EPS for the current year. Broadcom Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st will be given a dividend of $0.65 per share. The ex-dividend date is Monday, September 21st. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s payout ratio is currently 33.21%.

Analyst Upgrades and Downgrades Several equities research analysts recently weighed in on the stock. Erste Group Bank reiterated a “hold” rating on shares of Broadcom in a research note on Tuesday, July 7th. The Goldman Sachs Group restated a “buy” rating on shares of Broadcom in a research note on Monday, August 3rd. Evercore set a $578.00 price target on Broadcom in a report on Thursday. DA Davidson set a $350.00 price objective on Broadcom and gave the stock a “neutral” rating in a research report on Friday. Finally, Oppenheimer restated an “outperform” rating and set a $535.00 price objective (up from $450.00) on shares of Broadcom in a research report on Thursday, June 4th. Thirty-one analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $500.60.

Get Our Latest Analysis on Broadcom

Key Stories Impacting Broadcom Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Investor interest in Broadcom’s AI opportunity remains strong. AI semiconductor revenue surged 221% year over year to $16.7 billion, while management raised its AI revenue outlook to approximately $115 billion for fiscal 2027 and $230 billion for fiscal 2028. Several analysts and commentators view the selloff as a buying opportunity. The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story Positive Sentiment: Analysts continue to see substantial upside despite some target reductions. Truist maintained a buy rating with a $520 target, while other firms cited targets ranging from $575 to $600. Macquarie upgraded Broadcom to Outperform, citing strong custom-chip growth and reduced concerns about customers developing chips internally. These Analysts Increase Their Forecasts On Broadcom Following Upbeat Q3 Earnings Positive Sentiment: Unusual options activity provided another bullish trading signal: investors purchased roughly 373,000 call options, about 26% above average call volume. Broadcom also declared a quarterly dividend of $0.65 per share, payable September 30 to eligible shareholders. Neutral Sentiment: Broadcom beat quarterly expectations with adjusted earnings of $3.32 per share versus a $3.22 consensus and revenue of $29.59 billion. The company’s long-term AI demand commentary was strong, but investors are focused on whether supply, power, land and data-center construction constraints can limit near-term shipments. Broadcom CEO Says AI Demand Could Be Significantly Higher Negative Sentiment: The main pressure remains Broadcom’s fourth-quarter revenue outlook of $34.8 billion, slightly below Wall Street’s roughly $35.0 billion expectation. The modest guidance miss, concerns about margin compression and customer concentration—including major AI customers—caused the initial sell-the-news reaction despite excellent AI growth. Negative Sentiment: Third Point disclosed that it exited its remaining Broadcom position during the second quarter. Although the holding was relatively small, the sale adds to caution around elevated valuation and expectations for the AI-chip cycle. Insider Buying and Selling at Broadcom In related news, insider Mark Brazeal sold 25,000 shares of the stock in a transaction that occurred on Friday, July 10th. The shares were sold at an average price of $401.33, for a total value of $10,033,250.00. Following the sale, the insider directly owned 194,989 shares in the company, valued at $78,254,935.37. This trade represents a 11.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Justine Page sold 1,602 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $373.86, for a total transaction of $598,923.72. Following the completion of the sale, the director owned 17,426 shares in the company, valued at approximately $6,514,884.36. This trade represents a 8.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 61,644 shares of company stock worth $24,016,214. 1.90% of the stock is currently owned by insiders.

Broadcom Profile (Free Report)

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.

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California State Teachers Retirement System raised its stake in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 35,603.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 126,417,629 shares of the aerospace company’s stock after purchasing an additional 126,063,548 shares during the period. California State Teachers Retirement System owned 46.72% of General Dynamics worth $44,782,181,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of GD. Oxford Financial Group LTD. LLC lifted its position in General Dynamics by 1.9% in the second quarter. Oxford Financial Group LTD. LLC now owns 1,426 shares of the aerospace company’s stock worth $505,000 after buying an additional 26 shares during the last quarter. Willner & Heller LLC lifted its holdings in shares of General Dynamics by 1.4% in the 2nd quarter. Willner & Heller LLC now owns 2,050 shares of the aerospace company’s stock worth $726,000 after acquiring an additional 28 shares during the last quarter. Meriwether Wealth & Planning LLC boosted its stake in shares of General Dynamics by 0.8% during the 2nd quarter. Meriwether Wealth & Planning LLC now owns 3,443 shares of the aerospace company’s stock worth $1,220,000 after purchasing an additional 28 shares during the period. Capital Advisors Inc. OK boosted its stake in shares of General Dynamics by 0.6% during the 2nd quarter. Capital Advisors Inc. OK now owns 4,551 shares of the aerospace company’s stock worth $1,612,000 after purchasing an additional 29 shares during the period. Finally, Klingman & Associates LLC grew its holdings in General Dynamics by 3.3% during the 1st quarter. Klingman & Associates LLC now owns 949 shares of the aerospace company’s stock valued at $326,000 after purchasing an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Analyst Ratings Changes GD has been the subject of several analyst reports. Bank of America raised their price objective on shares of General Dynamics from $400.00 to $415.00 and gave the stock a “buy” rating in a research note on Monday, July 6th. Wells Fargo & Company increased their price target on General Dynamics from $400.00 to $440.00 and gave the stock an “overweight” rating in a report on Tuesday, August 4th. BNP Paribas Exane raised their price target on General Dynamics from $390.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $384.00 price objective on shares of General Dynamics in a report on Thursday, July 30th. Finally, Wall Street Zen lowered General Dynamics from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $410.89.

Check Out Our Latest Stock Report on General Dynamics General Dynamics Stock Performance Shares of GD stock opened at $359.54 on Monday. The firm has a market cap of $97.28 billion, a price-to-earnings ratio of 21.94, a PEG ratio of 2.07 and a beta of 0.32. The company has a quick ratio of 0.96, a current ratio of 1.44 and a debt-to-equity ratio of 0.23. General Dynamics Corporation has a 52-week low of $306.77 and a 52-week high of $400.00. The company’s 50 day moving average is $378.48 and its 200 day moving average is $357.36.

General Dynamics (NYSE:GD – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The aerospace company reported $4.24 earnings per share for the quarter, topping analysts’ consensus estimates of $3.96 by $0.28. The firm had revenue of $14.09 billion during the quarter, compared to analysts’ expectations of $13.52 billion. General Dynamics had a return on equity of 17.43% and a net margin of 8.18%.The firm’s quarterly revenue was up 8.1% on a year-over-year basis. During the same period in the prior year, the business posted $3.74 EPS. General Dynamics has set its FY 2026 guidance at 16.800-16.900 EPS. On average, sell-side analysts anticipate that General Dynamics Corporation will post 16.99 EPS for the current fiscal year.

General Dynamics Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 9th will be issued a $1.59 dividend. This represents a $6.36 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Friday, October 9th. General Dynamics’s payout ratio is currently 38.80%.

Insider Activity In related news, CEO Phebe Novakovic sold 51,568 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $382.58, for a total transaction of $19,728,885.44. Following the transaction, the chief executive officer directly owned 766,457 shares in the company, valued at $293,231,119.06. The trade was a 6.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Mark Malcolm sold 5,480 shares of the company’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $365.00, for a total value of $2,000,200.00. Following the transaction, the director directly owned 10,643 shares in the company, valued at $3,884,695. This represents a 33.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 100,228 shares of company stock worth $38,052,853. Insiders own 1.40% of the company’s stock.

General Dynamics Profile (Free Report)

General Dynamics is a major American aerospace and defense contractor that designs, manufactures and supports a broad range of products and services for government and commercial customers worldwide. Headquartered in the United States (Reston, Virginia), the company supplies platforms and systems used by armed forces, civil authorities and private operators across multiple domains including air, land, sea and cyber.

Its principal activities span several operating businesses: a business aviation unit that develops and supports Gulfstream business jets; land systems that produce armored combat vehicles and related logistics and sustainment services; marine systems that design and construct submarines and surface ships for navies; and mission systems and information technology operations that provide command-and-control, communications, cybersecurity and systems-integration services.

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California State Teachers Retirement System lifted its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 70,976.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 870,192,678 shares of the manufacturing equipment provider’s stock after acquiring an additional 868,968,380 shares during the period. Applied Materials makes up 1.7% of California State Teachers Retirement System’s portfolio, making the stock its 16th biggest position. California State Teachers Retirement System owned about 109.65% of Applied Materials worth $629,149,306,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in AMAT. JFS Wealth Advisors LLC boosted its position in Applied Materials by 4.3% during the 2nd quarter. JFS Wealth Advisors LLC now owns 409 shares of the manufacturing equipment provider’s stock worth $296,000 after purchasing an additional 17 shares during the period. Innovative Asset Advisors Group LLC raised its position in Applied Materials by 2.1% in the second quarter. Innovative Asset Advisors Group LLC now owns 961 shares of the manufacturing equipment provider’s stock valued at $695,000 after purchasing an additional 20 shares during the period. Stonebridge Financial Group LLC raised its position in Applied Materials by 2.1% in the second quarter. Stonebridge Financial Group LLC now owns 1,003 shares of the manufacturing equipment provider’s stock valued at $725,000 after purchasing an additional 21 shares during the period. N.E.W. Advisory Services LLC lifted its stake in shares of Applied Materials by 5.9% during the second quarter. N.E.W. Advisory Services LLC now owns 377 shares of the manufacturing equipment provider’s stock worth $273,000 after purchasing an additional 21 shares in the last quarter. Finally, IMG Wealth Management Inc. lifted its stake in shares of Applied Materials by 13.0% during the second quarter. IMG Wealth Management Inc. now owns 183 shares of the manufacturing equipment provider’s stock worth $132,000 after purchasing an additional 21 shares in the last quarter. Hedge funds and other institutional investors own 80.56% of the company’s stock.

Analyst Ratings Changes A number of research firms have recently issued reports on AMAT. UBS Group increased their target price on Applied Materials from $675.00 to $695.00 and gave the company a “buy” rating in a research note on Tuesday, September 1st. Stifel Nicolaus boosted their price target on Applied Materials from $530.00 to $650.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. HSBC restated a “buy” rating and issued a $683.00 price target on shares of Applied Materials in a report on Monday, July 27th. Citigroup reiterated a “buy” rating on shares of Applied Materials in a research note on Monday, August 3rd. Finally, JPMorgan Chase & Co. boosted their target price on shares of Applied Materials from $515.00 to $660.00 and gave the stock an “overweight” rating in a research report on Friday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $658.45.

Get Our Latest Report on Applied Materials Applied Materials News Roundup Here are the key news stories impacting Applied Materials this week:

Positive Sentiment: AI-driven equipment demand remains the main catalyst. Growth in advanced packaging, DRAM and high-bandwidth memory (HBM), along with accelerating global fab investment, is strengthening the outlook for Applied Materials’ equipment orders. AMAT Rides on AI-Led WFE Demand: Can it Sustain the Momentum? Positive Sentiment: Raised forecasts have driven a major valuation re-rating. Although trailing-twelve-month revenue growth was only 7.8%, management reportedly increased its forecast twice between February and August as semiconductor demand expectations improved. That forward-growth story helps explain the stock’s roughly 180% one-year return. Why Did Applied Materials Stock Nearly Triple On Single-Digit Trailing Revenue Growth? Positive Sentiment: Analyst expectations are improving. UBS projected strong potential appreciation for AMAT, while another analyst raised the fiscal 2027 EPS estimate, signaling continued confidence in earnings growth and semiconductor capital spending. UBS Group Forecasts Strong Price Appreciation for Applied Materials FY2027 EPS Estimate for Applied Materials Boosted by Analyst Neutral Sentiment: Valuation remains a key debate. Despite a recent pullback, AMAT has gained about 237% over five years, leaving investors questioning how much AI and semiconductor-cycle optimism is already reflected in the shares. Can Applied Materials Still Look Cheap After a 237% Run? Negative Sentiment: Industry-cycle risks have not disappeared. Optimism about a permanently stronger semiconductor cycle is tempered by potential memory-capacity imbalances, which could pressure chipmakers’ capital spending if supply expands faster than demand. SEMIs CEO Has Watched Four Decades of Chip Cycles Applied Materials Stock Performance Shares of AMAT opened at $454.71 on Monday. The company has a market capitalization of $360.86 billion, a P/E ratio of 39.20, a P/E/G ratio of 1.27 and a beta of 1.60. Applied Materials, Inc. has a one year low of $158.82 and a one year high of $739.67. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.79 and a current ratio of 2.42. The stock has a 50-day moving average price of $533.24 and a 200 day moving average price of $461.33.

Applied Materials (NASDAQ:AMAT – Get Free Report) last posted its quarterly earnings data on Thursday, August 13th. The manufacturing equipment provider reported $3.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.40 by $0.10. Applied Materials had a return on equity of 38.02% and a net margin of 30.05%.The company had revenue of $9.12 billion for the quarter, compared to the consensus estimate of $8.99 billion. During the same period in the previous year, the business earned $2.48 EPS. Applied Materials’s revenue for the quarter was up 24.8% compared to the same quarter last year. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. Sell-side analysts forecast that Applied Materials, Inc. will post 12.76 EPS for the current fiscal year.

Applied Materials Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Thursday, August 20th. Applied Materials’s payout ratio is 18.28%.

Insider Transactions at Applied Materials In other Applied Materials news, insider Prabu G. Raja sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $633.53, for a total transaction of $6,335,300.00. Following the completion of the transaction, the insider directly owned 346,642 shares of the company’s stock, valued at $219,608,106.26. This trade represents a 2.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thomas J. Iannotti sold 9,250 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $599.77, for a total transaction of $5,547,872.50. Following the completion of the sale, the director directly owned 40,559 shares of the company’s stock, valued at $24,326,071.43. The trade was a 18.57% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 231,692 shares of company stock valued at $146,114,059 over the last ninety days. 0.30% of the stock is currently owned by corporate insiders.

(Free Report)

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.

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Greenland Capital Management LP purchased a new stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 3,900 shares of the communications equipment provider’s stock, valued at approximately $1,620,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Whipplewood Advisors LLC lifted its stake in Motorola Solutions by 1,966.7% in the 1st quarter. Whipplewood Advisors LLC now owns 62 shares of the communications equipment provider’s stock valued at $27,000 after purchasing an additional 59 shares during the last quarter. Western Wealth Management LLC bought a new stake in shares of Motorola Solutions during the first quarter worth $27,000. Physician Wealth Advisors Inc. grew its stake in shares of Motorola Solutions by 540.0% during the first quarter. Physician Wealth Advisors Inc. now owns 64 shares of the communications equipment provider’s stock worth $28,000 after buying an additional 54 shares during the last quarter. JPL Wealth Management LLC acquired a new position in shares of Motorola Solutions during the third quarter worth $31,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Motorola Solutions in the 4th quarter valued at $27,000. 84.17% of the stock is owned by institutional investors.

Insider Buying and Selling In other Motorola Solutions news, CEO Gregory Brown sold 14,220 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $485.22, for a total transaction of $6,899,828.40. Following the completion of the sale, the chief executive officer owned 66,648 shares of the company’s stock, valued at approximately $32,338,942.56. This represents a 17.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Kathryn A. Moore sold 1,004 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $476.96, for a total transaction of $478,867.84. Following the transaction, the senior vice president owned 1,282 shares of the company’s stock, valued at approximately $611,462.72. The trade was a 43.92% decrease in their position. The SEC filing for this sale provides additional information. 1.28% of the stock is owned by insiders.

Motorola Solutions Stock Performance Shares of Motorola Solutions stock opened at $468.28 on Monday. The stock has a market cap of $77.50 billion, a price-to-earnings ratio of 36.87, a P/E/G ratio of 2.80 and a beta of 0.88. Motorola Solutions, Inc. has a twelve month low of $359.36 and a twelve month high of $494.85. The company’s fifty day moving average is $445.12 and its 200 day moving average is $437.05. The company has a quick ratio of 0.86, a current ratio of 1.10 and a debt-to-equity ratio of 3.13. Motorola Solutions (NYSE:MSI – Get Free Report) last announced its earnings results on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.85 by $0.56. The business had revenue of $3.13 billion during the quarter, compared to analyst estimates of $3 billion. Motorola Solutions had a return on equity of 98.22% and a net margin of 17.44%.Motorola Solutions’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same period last year, the company earned $3.57 EPS. Motorola Solutions has set its Q3 2026 guidance at 4.390-4.440 EPS and its FY 2026 guidance at 17.620-17.720 EPS. Sell-side analysts forecast that Motorola Solutions, Inc. will post 15.87 EPS for the current year.

Motorola Solutions Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.21 per share. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Motorola Solutions’s dividend payout ratio (DPR) is 38.11%.

Analyst Ratings Changes Several equities research analysts recently weighed in on the company. Evercore reissued an “outperform” rating and set a $550.00 price objective on shares of Motorola Solutions in a report on Wednesday, August 26th. Bank of America reiterated a “buy” rating on shares of Motorola Solutions in a research report on Thursday, August 6th. UBS Group lifted their price target on Motorola Solutions from $510.00 to $520.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Piper Sandler boosted their price target on Motorola Solutions from $503.00 to $530.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Finally, Weiss Ratings downgraded Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, August 21st. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $519.44.

Read Our Latest Stock Report on MSI

Motorola Solutions Profile (Free Report)

Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications.

Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems.

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California State Teachers Retirement System increased its stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 39,637.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,526,724 shares of the company’s stock after acquiring an additional 123,215,865 shares during the quarter. California State Teachers Retirement System owned about 41.94% of Bloom Energy worth $37,391,539,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of BE. Bayforest Capital Ltd acquired a new position in shares of Bloom Energy during the first quarter valued at about $2,055,000. AQR Capital Management LLC acquired a new stake in Bloom Energy during the first quarter worth about $1,820,000. NewEdge Advisors LLC grew its position in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after acquiring an additional 836,810 shares during the period. Finally, Focus Partners Wealth increased its stake in Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after acquiring an additional 4,716 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

More Bloom Energy News Here are the key news stories impacting Bloom Energy this week:

Positive Sentiment: Bloom Energy is viewed as a leading candidate for inclusion in the S&P 500 during the index’s upcoming quarterly rebalancing. Investors are positioning ahead of a potential announcement after Friday’s close, with any changes expected to take effect around September 21. Inclusion could generate demand from index-tracking funds and increase the company’s visibility. Bloom Energy, Astera Rally On Hopes They Will Join S&P Friday; Who Else Could Be Added Positive Sentiment: Analysts and market commentators continue to highlight Bloom’s opportunity to supply electricity directly to AI data centers, which face grid-connection delays and rising power requirements. Recent commentary argues that Bloom’s behind-the-meter and distributed-generation systems may support strong revenue growth through year-end. I’m Calling It: Bloom Energy’s Revenue Guidance Will Keep Surprising Wall Street Through Year-End Positive Sentiment: The broader risk-on environment is supporting high-beta energy and fuel-cell shares, while Bloom is receiving particular attention because of its perceived exposure to AI-related power demand. Earlier quarterly results also showed substantial revenue growth and an earnings beat, reinforcing the bullish narrative. Neutral Sentiment: Vertiv’s planned acquisition of microgrid specialist UtilityInnovation Group underscores the growing importance of solving power bottlenecks for AI data centers. The transaction does not directly involve Bloom, but it may validate the market opportunity for distributed power and microgrid providers. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers Negative Sentiment: Several law firms are soliciting investors regarding a securities class-action lawsuit covering purchases from February 27, 2025, through July 8, 2026. The lawsuit reportedly alleges Bloom understated its exposure to Chinese export controls and U.S. tariffs by misrepresenting the origin of critical materials and components. The allegations have not been proven, but the litigation and September 28 lead-plaintiff deadline could weigh on sentiment. Bloom Energy Stock Down 0.0% Shares of NYSE:BE opened at $252.84 on Monday. The company’s fifty day moving average is $226.89 and its 200-day moving average is $222.35. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy Corporation has a 52 week low of $52.00 and a 52 week high of $351.28. The company has a market capitalization of $74.47 billion, a PE ratio of 337.12, a P/E/G ratio of 3.46 and a beta of 3.80. Bloom Energy (NYSE:BE – Get Free Report) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter last year, the company posted $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts predict that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth BE has been the subject of several research reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $282.00 target price on shares of Bloom Energy in a research report on Thursday, August 27th. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Mizuho upgraded shares of Bloom Energy from a “neutral” rating to an “outperform” rating and dropped their price objective for the company from $285.00 to $242.00 in a research note on Thursday, July 30th. Jefferies Financial Group raised their price objective on shares of Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a report on Friday, August 14th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus price target of $248.05.

View Our Latest Report on BE

Insider Activity In other news, insider Shawn Soderberg sold 2,895 shares of Bloom Energy stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares in the company, valued at approximately $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John Chambers sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the completion of the transaction, the director directly owned 208,333 shares in the company, valued at $52,083,250. The trade was a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 89,464 shares of company stock valued at $22,131,255. Corporate insiders own 3.00% of the company’s stock.

About Bloom Energy (Free Report)

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.

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California State Teachers Retirement System grew its holdings in shares of Ciena Corporation (NYSE:CIEN – Free Report) by 49,854.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,748,296 shares of the communications equipment provider’s stock after buying an additional 104,538,607 shares during the quarter. California State Teachers Retirement System owned approximately 74.00% of Ciena worth $51,385,324,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of CIEN. Elyxium Wealth LLC acquired a new stake in shares of Ciena in the fourth quarter valued at about $2,747,810,000. State Street Corp boosted its position in Ciena by 17.2% during the fourth quarter. State Street Corp now owns 5,102,409 shares of the communications equipment provider’s stock valued at $1,193,300,000 after purchasing an additional 750,128 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in Ciena by 53.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,051,625 shares of the communications equipment provider’s stock valued at $947,554,000 after purchasing an additional 1,404,132 shares in the last quarter. Bank of America Corp DE grew its stake in Ciena by 10.4% in the second quarter. Bank of America Corp DE now owns 3,495,795 shares of the communications equipment provider’s stock valued at $284,313,000 after purchasing an additional 329,821 shares in the last quarter. Finally, Corient Private Wealth LLC increased its position in shares of Ciena by 30,114.5% during the 4th quarter. Corient Private Wealth LLC now owns 2,870,677 shares of the communications equipment provider’s stock worth $671,365,000 after purchasing an additional 2,861,176 shares during the last quarter. 91.99% of the stock is currently owned by institutional investors and hedge funds.

Ciena News Roundup Here are the key news stories impacting Ciena this week:

Positive Sentiment: Ciena reported fiscal third-quarter adjusted EPS of $2.11 versus the $1.73 consensus estimate, while revenue rose 37% year over year to $1.67 billion, topping expectations. The earnings beat was driven by strong optical networking demand from cloud and AI data-center customers. Ciena Q3 earnings beat Positive Sentiment: Management raised fiscal 2026 revenue guidance to $6.4 billion-$6.5 billion, above the roughly $6.3 billion consensus range, and projected fourth-quarter revenue of $1.7 billion-$1.8 billion. Ciena also expects at least 30% revenue growth in fiscal 2027, supported by a backlog exceeding $10 billion and a 25%-27% operating-margin outlook. Ciena fiscal 2027 outlook Positive Sentiment: Analysts and financial media continue to identify Ciena as a major beneficiary of a multiyear AI-related optical infrastructure investment cycle, with demand from cloud providers helping support growth beyond the current quarter. Ciena AI optical infrastructure demand Neutral Sentiment: Supply availability is the main constraint on converting Ciena’s strong demand and backlog into revenue during fiscal 2027. This supports pricing and visibility but may limit near-term upside if component shortages persist. Ciena supply constraints Negative Sentiment: Several firms lowered price targets after the report despite retaining positive ratings: JPMorgan reduced its target to $605, while TD Cowen, Rosenblatt and Needham also cut targets. The revisions reflect concerns that Ciena’s valuation and in-line quarterly guidance already discount much of the AI growth opportunity. Analysts lower Ciena price targets Negative Sentiment: At an elevated earnings multiple, investors may demand continued upside surprises. A CEO sale of 2,952 shares worth about $1.07 million adds modest pressure, although it was executed under a pre-arranged Rule 10b5-1 plan. Ciena CEO insider sale Ciena Stock Performance CIEN opened at $321.52 on Monday. Ciena Corporation has a 12-month low of $113.66 and a 12-month high of $637.51. The stock has a market cap of $45.59 billion, a price-to-earnings ratio of 71.77 and a beta of 1.30. The business has a 50 day moving average of $403.61 and a 200-day moving average of $438.25. The company has a quick ratio of 3.17, a current ratio of 3.80 and a debt-to-equity ratio of 1.06. Ciena (NYSE:CIEN – Get Free Report) last issued its earnings results on Thursday, September 3rd. The communications equipment provider reported $2.11 EPS for the quarter, topping the consensus estimate of $1.73 by $0.38. The company had revenue of $1.67 billion during the quarter, compared to the consensus estimate of $1.64 billion. Ciena had a return on equity of 25.33% and a net margin of 10.87%.The firm’s revenue for the quarter was up 37.0% compared to the same quarter last year. During the same period in the previous year, the company posted $0.35 EPS. On average, equities research analysts expect that Ciena Corporation will post 5.37 earnings per share for the current year.

Analysts Set New Price Targets A number of equities research analysts have recently issued reports on CIEN shares. Needham & Company LLC dropped their price objective on Ciena from $600.00 to $520.00 and set a “buy” rating on the stock in a research note on Thursday. Bank of America restated a “buy” rating on shares of Ciena in a report on Thursday, August 20th. Argus set a $650.00 price target on shares of Ciena in a research report on Friday, June 5th. CL King set a $347.00 price target on shares of Ciena in a research report on Friday. Finally, Rosenblatt Securities cut their price target on shares of Ciena from $720.00 to $525.00 and set a “buy” rating for the company in a research note on Friday. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $480.95.

Read Our Latest Stock Analysis on CIEN

Insider Buying and Selling at Ciena In other Ciena news, SVP Joseph Cumello sold 1,586 shares of the company’s stock in a transaction on Friday, June 26th. The shares were sold at an average price of $466.33, for a total value of $739,599.38. Following the transaction, the senior vice president directly owned 42,872 shares in the company, valued at $19,992,499.76. The trade was a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Brodie Gage sold 1,200 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $466.10, for a total transaction of $559,320.00. Following the completion of the transaction, the senior vice president directly owned 42,741 shares in the company, valued at $19,921,580.10. The trade was a 2.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 25,422 shares of company stock worth $11,038,802. 0.58% of the stock is currently owned by corporate insiders.

Ciena Company Profile (Free Report)

Ciena Corporation (NYSE: CIEN) is a global supplier of telecommunications networking equipment, software and services. The company develops high-capacity optical transport systems and packet-optical platforms that enable service providers, cloud operators and large enterprises to build, manage and scale their networks. Ciena’s product portfolio includes coherent optical solutions, packet networking platforms and a suite of network automation software designed to optimize bandwidth, reduce latency and simplify network operations.

In addition to hardware offerings, Ciena provides professional services and support, including network design, implementation and ongoing maintenance.

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BILL Holdings, Inc. (NYSE:BILL – Get Free Report) CEO Rene Lacerte sold 42,248 shares of the firm’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $50.17, for a total value of $2,119,582.16. Following the sale, the chief executive officer directly owned 163,125 shares of the company’s stock, valued at approximately $8,183,981.25. This trade represents a 20.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

BILL Price Performance NYSE:BILL opened at $49.11 on Monday. BILL Holdings, Inc. has a 52 week low of $31.41 and a 52 week high of $57.21. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 0.49. The company has a market capitalization of $4.19 billion, a P/E ratio of -377.77, a P/E/G ratio of 0.74 and a beta of 1.10. The stock’s fifty day moving average is $45.47 and its two-hundred day moving average is $40.92.

BILL (NYSE:BILL – Get Free Report) last released its quarterly earnings results on Wednesday, August 19th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.71 by $0.13. The business had revenue of $436.19 million during the quarter, compared to analysts’ expectations of $430.55 million. BILL had a positive return on equity of 3.74% and a negative net margin of 0.68%.The company’s revenue was up 13.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.53 EPS. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. Equities analysts expect that BILL Holdings, Inc. will post 2.22 EPS for the current year.

Institutional Inflows and Outflows Several hedge funds and other institutional investors have recently made changes to their positions in BILL. ER Collective Holdings LLC acquired a new position in BILL during the 4th quarter worth $464,588,000. California State Teachers Retirement System raised its position in BILL by 3,421.2% in the 2nd quarter. California State Teachers Retirement System now owns 3,531,603 shares of the company’s stock valued at $127,703,000 after purchasing an additional 3,431,307 shares in the last quarter. Senvest Management LLC boosted its stake in shares of BILL by 155.8% in the 4th quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock valued at $140,346,000 after buying an additional 1,567,186 shares during the period. Contour Asset Management LLC boosted its stake in shares of BILL by 45.5% in the 4th quarter. Contour Asset Management LLC now owns 4,710,570 shares of the company’s stock valued at $256,914,000 after buying an additional 1,472,132 shares during the period. Finally, Marshall Wace LLP grew its position in shares of BILL by 190.8% during the third quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock worth $114,781,000 after buying an additional 1,421,785 shares in the last quarter. Hedge funds and other institutional investors own 97.99% of the company’s stock. Analysts Set New Price Targets A number of equities research analysts have weighed in on BILL shares. UBS Group lifted their price target on shares of BILL from $55.00 to $60.00 and gave the company a “buy” rating in a research report on Thursday, August 20th. Needham & Company LLC restated a “buy” rating on shares of BILL in a report on Thursday, August 20th. BTIG Research reaffirmed a “buy” rating and set a $60.00 price objective on shares of BILL in a research report on Thursday, August 20th. Truist Financial increased their price objective on shares of BILL from $44.00 to $52.00 and gave the stock a “hold” rating in a research report on Tuesday, September 1st. Finally, The Goldman Sachs Group lifted their target price on shares of BILL from $50.00 to $57.00 and gave the company a “buy” rating in a report on Thursday, August 20th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $58.67.

Read Our Latest Stock Analysis on BILL

BILL Company Profile (Get Free Report)

BILL Holdings, Inc provides financial automation software for small and midsize businesses worldwide. The company provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transactions, as well as enable users to connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve office efficiency. It also offers onboarding implementation support, and ongoing support and training services.

See Also Five stocks we like better than BILL AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains Receive News & Ratings for BILL Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BILL and related companies with MarketBeat.com's FREE daily email newsletter.

Parsons Today

$47.55 -0.03 (-0.06%)

As of 09/4/2026 03:58 PM Eastern

$36.26▼

$89.5032.79

$64.08

Parsons Corp. NYSE: PSN is one of the few companies to sit at the intersection of two high-demand growth industries that investors often consider separately: critical infrastructure and defense modernization. While many companies are pivoting toward defense—and plenty of defense-focused investments have done very well so far this year—Parsons has seen share prices go the opposite direction. Its stock has plummeted by more than 25% year to date (YTD).

This decline may be a blessing in disguise for a company that is positioned to meet two very different sets of needs in two high-performing corners of the market. Parsons could be considered a value play. Of course, for this to be the case, the company must be able to make a convincing argument that it is trading below its true value, and to be an even more promising option, Parsons must demonstrate that it has ample growth potential. Its unique dual focus, its acquisition history, and its missile defense business all help to make that case.

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Parsons' Unique Appeal as an Infrastructure and National Security FirmParsons is not a pure-play defense company, but rather a firm that generates revenue not only from government defense contracts but also from infrastructure projects. This breadth allows the company to capitalize on everything from space and missile defense business to critical infrastructure protection, water and other types of engineering, and urban development tasks.

The defense business certainly appears to be ramping up. In late August, for instance, Parsons announced that its subsidiary, Sealing Technologies, received a five-year agreement to produce cybersecurity systems for U.S. Cyber Command. The deal is worth up to $750 million in total.

Acquisitions Point to Invigorated Defense FocusIn recent years, Parsons has repeatedly reshaped its business through acquisitions, many of which have suggested it is leaning heavily into its defense operations. Altamira Technologies, for example, acquired in January 2026, reinforces Parsons' ventures into classified intelligence, missile warning, and space capabilities. Two years earlier, the company purchased BlackSignal Technologies, significantly boosting its presence in the classified cyber and intelligence industries. Xator helped increase Parsons' biometrics offerings two years prior to that.

These deals show that Parsons is not simply looking to capture market share of its existing operations or to buy up revenue sources, but rather that the company has been progressively and consistently deepening its exposure to high-margin defense technologies.

Missile Defense Stands Out as a Growth DriverMissile defense in particular has become a major focus for defense companies, and Parsons has positioned itself as a dominant player in this space. A major $514-million Missile Defense Agency contract option extending the company's work for the Missile Defense System is the latest development, announced in August 2026.

Investors might watch for Parsons to be involved in a variety of other missile defense projects based on its current work, potentially including counter-drone systems, integrated air and missile defense projects, and more.

Is Parsons Actually Undervalued?96th Percentile

Moderate Buy

34.8% Upside

Healthy

N/A

0.77 Acquiring Shares

34.93%

See Full Analysis

The firm's recent underperformance has helped to fuel an argument that it may be undervalued, despite important contract wins in recent months. Shares may have been weighed down by restructuring, charges related to divestments, the timing of government awards, and other time-sensitive details. Also key to the latest dip is the fact that the company lowed its 2026 guidance amid award delays.

Still, Parsons has managed to report a number of strengths in its recent earnings. Bookings and backlog are very strong, with Q2 awards climbing by 24% year over year (YOY) to produce a 1.2x book-to-bill ratio. Backlog surged to $9.3 billion, with a full $6.6 billion funded. Profitability metrics also improved in the latest quarter.

If Parsons continues to balance its two primary focuses, it may end up able to better reduce cyclicality and maintain robust performance despite a slowdown in one area of the market or another. Still, there are risks to leaning into the defense business—government contracting can produce lumpy quarterly results, for instance, and may continue to delay contract awards. If Parsons continues to take an acquisition-centered approach, it must be able to continue to integrate those firms successfully. Finally, its infrastructure business may carry lower margins than some of its more advanced defense technology work.

All told, however, Parsons has a diversified business that may appeal to investors interested in either infrastructure or defense exposure, along with a robust backlog and a growing role in the defense space. It's no wonder, then, that many analysts view the stock so favorably.

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Compass Financial Management LLC purchased a new stake in Dominion Energy Inc. (NYSE:D – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 16,692 shares of the utilities provider’s stock, valued at approximately $1,141,000.

A number of other institutional investors also recently modified their holdings of the company. Motiv8 Investments LLC acquired a new stake in Dominion Energy in the 4th quarter valued at approximately $25,000. Triumph Capital Management bought a new stake in Dominion Energy in the 3rd quarter valued at approximately $28,000. Frazier Financial Advisors LLC acquired a new position in Dominion Energy during the 2nd quarter worth approximately $31,000. Beacon Financial Strategies CORP grew its stake in shares of Dominion Energy by 269.2% during the 2nd quarter. Beacon Financial Strategies CORP now owns 480 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 350 shares in the last quarter. Finally, Blueline Advisors LLC bought a new position in shares of Dominion Energy during the 4th quarter worth approximately $28,000. 73.04% of the stock is currently owned by institutional investors.

Key Stories Impacting Dominion Energy Here are the key news stories impacting Dominion Energy this week:

Positive Sentiment: Dominion shareholders approved the proposed $66.8 billion all-stock merger with NextEra Energy by an overwhelming margin, with approximately 671.3 million votes in favor. The approval removes a major transaction hurdle and supports the companies’ expected long-term strategic combination. Dominion Energy secures shareholder approval for merger with NextEra Neutral Sentiment: A Virginia panel backed a Dominion gas plant that could improve generation capacity and reliability, but the project may add a long-term charge to customers’ electric bills. The potential infrastructure benefit is therefore balanced by affordability concerns. Virginia panel backs Dominion gas plant Negative Sentiment: Arlington County plans to intervene in the merger review, citing rising electric bills and seeking greater scrutiny of the transaction. Other advocacy groups and Virginia officials are also requesting answers about how the merger could affect rates, increasing the risk of delays or additional conditions. Arlington to intervene in Dominion-NextEra merger Negative Sentiment: Dominion Power proposed a rate increase to recover approximately $922 million in fuel costs. Higher customer bills, repeated outage complaints and opposition to new transmission land acquisitions could intensify political and regulatory pressure on the utility. Dominion Power proposes price hike Dominion Energy Stock Performance Shares of D opened at $65.72 on Monday. The firm has a 50-day moving average of $68.76 and a 200-day moving average of $65.83. Dominion Energy Inc. has a one year low of $55.85 and a one year high of $72.99. The company has a market cap of $57.80 billion, a PE ratio of 22.90, a price-to-earnings-growth ratio of 3.07 and a beta of 0.64. The company has a debt-to-equity ratio of 1.43, a current ratio of 0.81 and a quick ratio of 0.64. Dominion Energy (NYSE:D – Get Free Report) last released its quarterly earnings data on Friday, July 31st. The utilities provider reported $0.79 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.11. Dominion Energy had a net margin of 13.98% and a return on equity of 9.62%. The company had revenue of $4.48 billion for the quarter, compared to analyst estimates of $4.04 billion. During the same period in the previous year, the business earned $0.75 EPS. Dominion Energy’s revenue for the quarter was up 17.6% compared to the same quarter last year. Dominion Energy has set its FY 2026 guidance at 3.450-3.690 EPS. As a group, equities analysts forecast that Dominion Energy Inc. will post 3.57 earnings per share for the current year.

Dominion Energy Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Sunday, September 20th. Shareholders of record on Friday, September 4th will be paid a $0.6675 dividend. The ex-dividend date is Friday, September 4th. This represents a $2.67 annualized dividend and a yield of 4.1%. Dominion Energy’s dividend payout ratio is currently 93.03%.

Analysts Set New Price Targets D has been the topic of a number of research reports. Royal Bank Of Canada boosted their price objective on shares of Dominion Energy from $66.00 to $72.00 and gave the stock a “sector perform” rating in a research report on Tuesday, May 19th. Morgan Stanley decreased their target price on shares of Dominion Energy from $71.00 to $68.00 and set an “equal weight” rating for the company in a research report on Friday, August 21st. Mizuho lifted their price target on shares of Dominion Energy from $66.00 to $72.00 and gave the company a “neutral” rating in a research note on Tuesday, May 26th. Seaport Research Partners cut shares of Dominion Energy from a “buy” rating to a “hold” rating in a research report on Wednesday, May 20th. Finally, Wells Fargo & Company increased their price objective on shares of Dominion Energy from $66.00 to $68.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Five analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $69.93.

Read Our Latest Analysis on Dominion Energy

Dominion Energy Company Profile (Free Report)

Dominion Energy, Inc, headquartered in Richmond, Virginia, is a diversified energy company that primarily operates regulated electricity and natural gas utilities and develops energy infrastructure. The company’s core activities include the generation, transmission and distribution of electricity to residential, commercial and industrial customers, as well as the purchase, storage and delivery of natural gas. Dominion combines traditional utility operations with energy infrastructure businesses to provide essential services across its service territories.

Dominion’s electricity portfolio spans multiple technologies and fuel sources, including nuclear, natural gas-fired generation and renewable resources such as utility-scale solar and wind.

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California State Teachers Retirement System raised its position in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 46,425.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,598,569 shares of the company’s stock after acquiring an additional 115,350,107 shares during the period. California State Teachers Retirement System owned approximately 73.94% of Teradyne worth $55,931,212,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Carolina Wealth Advisors LLC grew its stake in shares of Teradyne by 42.5% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 114 shares of the company’s stock worth $55,000 after buying an additional 34 shares in the last quarter. Vestor Capital LLC lifted its holdings in shares of Teradyne by 15.4% in the 1st quarter. Vestor Capital LLC now owns 285 shares of the company’s stock valued at $85,000 after acquiring an additional 38 shares during the last quarter. Ashton Thomas Private Wealth LLC lifted its holdings in shares of Teradyne by 5.8% in the 2nd quarter. Ashton Thomas Private Wealth LLC now owns 727 shares of the company’s stock valued at $352,000 after acquiring an additional 40 shares during the last quarter. UMB Bank n.a. lifted its holdings in shares of Teradyne by 1.8% in the 4th quarter. UMB Bank n.a. now owns 2,293 shares of the company’s stock valued at $444,000 after acquiring an additional 40 shares during the last quarter. Finally, Stephens Inc. AR grew its position in Teradyne by 1.2% in the fourth quarter. Stephens Inc. AR now owns 3,332 shares of the company’s stock worth $645,000 after acquiring an additional 41 shares in the last quarter. 99.77% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Teradyne In related news, CEO Gregory Smith sold 4,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $425.00, for a total value of $1,700,000.00. Following the completion of the sale, the chief executive officer owned 112,495 shares in the company, valued at approximately $47,810,375. The trade was a 3.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.19% of the company’s stock.

Wall Street Analysts Forecast Growth TER has been the topic of several analyst reports. Zacks Research raised Teradyne from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. UBS Group lifted their target price on Teradyne from $440.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Evercore reissued an “outperform” rating and set a $420.00 target price on shares of Teradyne in a research report on Thursday, July 30th. Bank of America increased their price target on Teradyne from $365.00 to $525.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Finally, Robert W. Baird restated a “neutral” rating and issued a $420.00 price target on shares of Teradyne in a research report on Friday, August 21st. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, Teradyne presently has an average rating of “Moderate Buy” and a consensus price target of $396.80. Get Our Latest Stock Analysis on TER

Teradyne Stock Performance NASDAQ TER opened at $357.03 on Monday. The company’s 50-day moving average price is $370.59 and its 200-day moving average price is $358.35. The stock has a market cap of $55.82 billion, a PE ratio of 48.98, a PEG ratio of 0.72 and a beta of 1.78. Teradyne, Inc. has a 12 month low of $109.56 and a 12 month high of $487.91.

Teradyne (NASDAQ:TER – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.09 by $0.38. Teradyne had a net margin of 25.77% and a return on equity of 39.93%. The company had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the firm posted $0.57 EPS. The firm’s revenue was up 103.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Teradyne, Inc. will post 9.1 earnings per share for the current year.

Teradyne Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be given a dividend of $0.13 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 0.1%. Teradyne’s dividend payout ratio (DPR) is 7.13%.

Teradyne Company Profile (Free Report)

Teradyne, Inc is a global supplier of automatic test equipment and related services principally used to test semiconductors, wireless products and complex electronic systems. Founded in 1960, the company is headquartered in North Reading, Massachusetts, and has a long history of developing capital equipment and software that help semiconductor manufacturers, electronics OEMs and contract manufacturers validate product performance and reliability during design and production.

The company’s product portfolio centers on automatic test equipment (ATE) and system-level test solutions that address chip- and board-level validation, burn-in and reliability screening.

Recommended Stories Five stocks we like better than Teradyne AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains Want to see what other hedge funds are holding TER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Teradyne, Inc. (NASDAQ:TER – Free Report).

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For six straight quarters, from the beginning of 2024 all the way through mid-2025, Boeing (BA +0.83%) stock couldn't catch a break. Production volumes were crippled in the wake of the Alaska Airlines door blowout, airplanes piled up, losses mounted, and free cash flow dried up. Every single quarter, Boeing lost money and burned cash -- $12.4 billion in total GAAP losses, and $16.8 billion in negative free cash flow.

But then, a miracle happened.

By mid-2025, Boeing had mostly righted the ship, stabilized its supply chain, and resolved its quality-control issues. Q2 2025 saw Boeing deliver more airplanes in a single quarter than it had ever done since 2018. Revenue rose, losses shrank, and by Q3 2025, free cash flow had turned positive again. While GAAP profitability has remained elusive since, in three of the past four quarters, the aerospace giant has generated positive free cash flow -- $631 million generated last quarter alone -- laying the groundwork for a return to consistent profitability in the future.

Now Boeing just needs to stick the landing.

Image source: Getty Images.

Boeing has a plan After the Alaska Airlines debacle, the U.S. Federal Aviation Administration ordered Boeing to slow down production and ensure each plane was shipshape before delivery. Boeing was initially instructed to take its time and build no more than 38 of its 737 airliners per month, a limit later raised to 42 planes. The company is currently seeking permission to accelerate that rate to 47 planes per month, with plans to increase it to 52, and eventually 63, planes per month.

More planes produced should translate into more planes delivered -- and more cash collected on delivery. Analysts polled by S&P Global Market Intelligence forecast Boeing to generate more than $2.3 billion in free cash flow this year, growing to $6.2 billion in 2027, $9.8 billion in 2028, $13 billion in 2029, and $15 billion in 2030.

Yes, you read that right. Boeing's probably going to return to full-year positive FCF this year, grow that dramatically over the next five years, and even then still be growing free cash flow at a healthy 15% per year.

Assuming all goes as planned, Boeing is trading today at just 11 times its projected FCF five years from now.

What does Boeing need to do to make this happen? The good news here is that the issues that upset Boeing's apple cart last time around -- botched introduction of new products -- aren't likely to arise over the next five years, because Boeing doesn't plan to introduce any completely new "clean sheet" models during this period.

New variants of the 737 are undergoing flight tests and certification, however, as is a larger 777-9 airliner, and those have the potential to cause problems. But so long as Boeing keeps a tight focus on quality control, it should have a smooth flight from barely positive free cash flow today to massively profitable $15 billion annual FCF in 2030.

Key to this effort will be taking control over the company's Spirit Aerosystems subsidiary, its supplier of 737 fuselages -- and the company responsible for building the specific 737 that blew out over Oregon in 2024 -- and also turning that business profitable. As The Wall Street Journal reported last week, Boeing's $4.7 billion repurchase of Spirit last year actually cost Boeing closer to $10.3 billion once debt and obligations to perform "money pit" contracts are factored in.

This obstacle isn't insurmountable for a company that may soon make $15 billion a year in cash profit. More importantly, fixing Spirit's quality issues is key to Boeing being allowed to increase production to reach that $15 billion goal -- but it will be a near-term drag on financial results.

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What else Boeing needs to do And Boeing's to-do list doesn't end there; it doesn't end with the Commercial business.

As I pointed out last month, Boeing's defense business is once again profitable, and recently booked a major $131.2 billion contract to upgrade global F-15 fighter jet fleets. Once a headwind for Boeing, the defense business could now become a second tailwind as positive profit margins begin to turn a growing revenue stream into a second source of profit.

For this to play out perfectly, Boeing needs to avoid the temptation to underbid competitors to win big Pentagon projects, such as the 2011 KC-X Tanker project, which is still racking up losses to this day. Boeing should also probably abandon its ill-fated Starliner spacecraft program, which still isn't flying, and is looking increasingly obsolete as SpaceX works to make its Starship spacecraft operational.

So, what does Boeing need to do to ensure its turnaround sticks? Keep doing the things that make it money, and stop doing the things that lose it money. Ultimately, it's as simple as that.

Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done before.

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Oracle currently trades at $158.78, while the consensus Wall Street price target sits at $242.05. That leaves the stock trading roughly 52% below where the analyst community, on average, thinks it belongs.

Oracle (NYSE:ORCL | ORCL Price Prediction) is the enterprise database giant that has spent the last two years reinventing itself as an AI infrastructure builder. Oracle Cloud Infrastructure now sits inside Amazon, Microsoft, and Google data centers, and management has staked the company’s future on the same GPU buildout thesis powering the rest of the megacap tech complex.

The gap matters because the average target is only the floor of the bull case. Guggenheim’s John DiFucci carries a $400 price target and a Buy rating, which is currently the Street high. From here, that would mean the stock more than doubles.

A Cash-Flow Sticker Shock That Erased a Year of Gains The selloff has been driven by one number: capital spending. Oracle burned through $55.66 billion in capex in fiscal 2026 against $31.98 billion in operating cash flow, producing negative free cash flow of roughly $23.69 billion. Management then guided fiscal 2027 net cash capex to around $70 billion and said it plans to raise about $40 billion in debt and equity, including a $20 billion at-the-market equity issuance.

Investors sent the stock down 17.74% year to date and 27.98% over the past twelve months, even as the S&P 500 climbed 12.94% in 2026. Shares have traveled from a 52-week high of $341.82 to a low of $114.50, a peer-shaming drawdown driven almost entirely by fears that the AI capacity binge will compress margins and dilute shareholders before revenue catches up.

The damage is company-specific. Microsoft, Amazon, and Alphabet all posted double-digit cloud growth in the same window and their shares held up. Oracle stands alone as the hyperscaler-adjacent name Wall Street chose to punish.

Why the Sell-Side Is Doubling Down Instead of Downgrading Analysts are looking past the cash burn to a $638 billion remaining performance obligation, up 363% year over year. That backlog is the entire bull case in one number. Management reaffirmed a long-term outlook on the June call of a 31% revenue CAGR and 28% EPS CAGR through fiscal 2030, and CFO Hilary Maxson said steady-state return on invested capital for the GPU and CPU infrastructure business runs in the high 20s at the project level.

Coverage is heavily positive. Alpha Vantage’s tally shows 8 Strong Buy, 28 Buy, 7 Hold, and 1 Sell ratings, and the estimate revision trend has skewed upward with 21 upward EPS revisions against 12 downward for fiscal 2027 over the past 30 days. Fiscal 2027 revenue is guided to $90 billion, with non-GAAP EPS raised to $8.05.

Guggenheim’s $400 target is anchored on three pillars: OCI winning share as a lower-cost AI training and inference platform, the RPO backlog compounding through multi-cloud database partnerships with AWS, Azure, and Google Cloud, and a high-margin migration cycle as on-premise databases shift to Autonomous Cloud Database. The next test comes fast. Oracle reports Q1 fiscal 2027 on September 10, with cloud revenue guided to grow 58% to 64%.

Oracle Is the Cheap Name in a Fully Priced Cloud Cohort The peer group did not sell off with Oracle. Every direct comp is up in 2026, which sharpens the argument that Oracle is a story-specific dislocation.

Microsoft (NASDAQ:MSFT) trades at $499.70, up 3.98% year to date, against an average target of $572.92, implying roughly 15% upside. Coverage is nearly unanimous with 14 Strong Buy, 38 Buy, and 3 Hold calls, but the upside is a fraction of what analysts see in Oracle.

Amazon (NASDAQ:AMZN) sits at $258.51, up 12% YTD, with a consensus target of $328.17 and implied upside of roughly 27%. Analyst posture skews strongly bullish at 15 Strong Buy, 44 Buy, and 2 Hold, and recent commentary has centered on AWS accelerating to 37% growth.

Alphabet (NASDAQ:GOOGL) trades at $338.46, up 8.34% YTD, against an average target of $428.07 for about 26% implied upside. Coverage runs 13 Strong Buy, 45 Buy, and 5 Hold, with Google Cloud’s 82% growth rate anchoring the case.

The largest implied upside in the group sits with Oracle by a wide margin. Even the average target represents a 52% move, and Guggenheim’s $400 print stands at roughly 152% upside. No hyperscaler peer offers a comparable dislocation.

Data Points That Frame the Setup Oracle trades at $158.78 with a consensus target of $242.05, drawn from 42 analysts covering the name. Implied upside to consensus is roughly 52%. The stock’s 17.74% year-to-date decline compares to a 12.94% gain for the S&P 500 through the same period, a spread of more than 30 percentage points.

Forward multiples reflect the reset. Oracle trades at roughly 19 times forward earnings against fiscal 2027 EPS guidance of $8.05. The 50-day moving average sits at $139.84, meaning the recent bounce has carried shares above short-term trend but well below the 200-day at $168.78. Shares climbed 9.97% over the past month as buyers began stepping back in ahead of the September 10 earnings report.

Where I Actually Come Down on Oracle Here The constructive case rests on the RPO backlog converting on schedule and the September 10 earnings report validating the 27% to 29% Q1 revenue guide. The path back to $242 is straightforward if cloud growth prints in the guided 58% to 64% band, capex stays disciplined, and the FY27 EPS number of $8.05 holds. Guggenheim’s $400 requires more, specifically OCI taking real share from AWS and Azure while the Autonomous Database migration cycle compounds.

The bear case sharpens if the $40 billion in planned debt and equity raises turns into meaningfully more dilution, if GPU sourcing costs squeeze the 30% to 40% OCI margin profile management has advertised, or if a handful of AI contracts fail to convert into recurring revenue at the pace RPO implies. Free cash flow at negative $23.69 billion leaves no cushion.

My lean is constructive. The consensus 52% upside is too wide to ignore in a cloud cohort that remains fully priced, and the estimate revision trend is quietly moving the right way. Guggenheim’s double is a stretch that requires everything to break correctly, but the base case at $242 does not.

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