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L2 Asset Management LLC acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,538 shares of the retailer’s stock, valued at approximately $2,374,000.

Other large investors have also recently made changes to their positions in the company. World Investment Advisors raised its holdings in shares of Costco Wholesale by 8.4% during the 4th quarter. World Investment Advisors now owns 20,081 shares of the retailer’s stock valued at $15,835,000 after buying an additional 1,560 shares in the last quarter. Sarasin & Partners LLP lifted its holdings in Costco Wholesale by 6.9% in the 2nd quarter. Sarasin & Partners LLP now owns 214,194 shares of the retailer’s stock worth $200,372,000 after buying an additional 13,795 shares during the period. Perryman Financial Advisory Inc. AD bought a new stake in Costco Wholesale in the fourth quarter valued at $9,300,000. Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust purchased a new position in shares of Costco Wholesale during the fourth quarter valued at about $5,813,000. Finally, Hyperion Asset Management Ltd boosted its position in shares of Costco Wholesale by 9.0% during the second quarter. Hyperion Asset Management Ltd now owns 68,762 shares of the retailer’s stock valued at $64,325,000 after purchasing an additional 5,656 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades COST has been the subject of a number of analyst reports. UBS Group raised their target price on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. DA Davidson reissued a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a report on Thursday. The Goldman Sachs Group lifted their price objective on Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $1,091.00 target price on shares of Costco Wholesale in a research report on Friday. Finally, Roth Capital upped their price target on shares of Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a research report on Friday, May 29th. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,056.90.

Read Our Latest Report on Costco Wholesale Costco Wholesale News Summary Here are the key news stories impacting Costco Wholesale this week:

Positive Sentiment: Strong August sales: Net sales increased 9.9% year over year, with comparable sales rising across regions and digitally enabled sales advancing 17.9%. The figures point to resilient member demand and continued e-commerce momentum. Costco’s August Sales Rise 9.9% as Digital Growth Stays Strong Positive Sentiment: Analyst support remains broad: BTIG reiterated a Buy rating with a $1,125 target, while Bank of America maintained its Buy rating and $1,200 target. Analysts cited resilient core performance, market-share gains, and higher earnings estimates. BTIG Reaffirms Buy on Costco Positive Sentiment: Long-term shareholder appeal: Commentary highlighted Costco’s consistent dividend growth since 2004, membership model, customer loyalty, and potential for continued earnings expansion. Neutral Sentiment: Store expansion: Costco is reportedly considering a new location in Thompson’s Station, Tennessee, supporting its long-term warehouse growth strategy, although the potential site has no immediate earnings impact. Neutral Sentiment: Mixed analyst valuation signals: DA Davidson reaffirmed a Neutral rating with a $1,000 target, while Bernstein retained a Buy rating but lowered its target to $1,144, indicating less room for upside despite confidence in the business. Negative Sentiment: Valuation concerns: Jim Cramer and other commentators argued that COST trades at roughly 43–49 times earnings, leaving the stock vulnerable if growth slows or results merely meet expectations. Cramer Says Costco at 49 Times Earnings Is the Mistake Loyal Shoppers Keep Making Negative Sentiment: Regulatory risk: The Department of Justice expanded a beef-pricing antitrust inquiry to Costco, seeking information on prices, costs, margins, purchasing, and supply-chain practices. Potential compliance costs or scrutiny could pressure sentiment. US DOJ Widens Beef Price Inquiry Negative Sentiment: Costco Next shutdown: The company’s online marketplace reportedly went offline without notice, raising questions about its digital strategy, although the platform is not viewed as central to Costco’s core business. Costco Next Online Marketplace Shut Down Insiders Place Their Bets In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the transaction, the director owned 4,779 shares in the company, valued at $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance Shares of NASDAQ COST opened at $915.74 on Friday. The company has a market cap of $406.11 billion, a P/E ratio of 46.06, a P/E/G ratio of 3.84 and a beta of 0.86. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The firm’s fifty day moving average is $943.58 and its two-hundred day moving average is $977.75.

Costco Wholesale Announces Dividend The company also recently announced a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were given a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, July 24th. Costco Wholesale’s dividend payout ratio is currently 29.58%.

Costco Wholesale Profile (Free Report)

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

Featured Stories Five stocks we like better than Costco Wholesale Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).

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Front Street Capital Management Inc. acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 16,076 shares of the retailer’s stock, valued at approximately $15,039,000. Costco Wholesale accounts for about 1.7% of Front Street Capital Management Inc.’s investment portfolio, making the stock its 21st biggest position.

A number of other hedge funds also recently modified their holdings of the stock. Brighton Jones LLC lifted its holdings in Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after buying an additional 130 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its position in Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after buying an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after buying an additional 182 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Trading Down 1.0% Shares of Costco Wholesale stock opened at $915.74 on Friday. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The company has a market capitalization of $406.11 billion, a price-to-earnings ratio of 46.06, a PEG ratio of 3.84 and a beta of 0.86. The firm’s 50-day moving average price is $943.58 and its two-hundred day moving average price is $977.75.

Costco Wholesale Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were paid a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is 29.58%. Insider Transactions at Costco Wholesale In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the transaction, the director directly owned 4,779 shares in the company, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.10% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth A number of equities research analysts have recently issued reports on COST shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $1,091.00 target price on shares of Costco Wholesale in a research report on Friday. Roth Capital lifted their price objective on shares of Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research note on Friday, May 29th. Guggenheim restated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, June 1st. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a report on Thursday. Finally, The Goldman Sachs Group lifted their price target on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,056.90.

View Our Latest Analysis on Costco Wholesale

Costco Wholesale News Summary Here are the key news stories impacting Costco Wholesale this week:

Positive Sentiment: Strong August sales: Net sales increased 9.9% year over year, with comparable sales rising across regions and digitally enabled sales advancing 17.9%. The figures point to resilient member demand and continued e-commerce momentum. Costco’s August Sales Rise 9.9% as Digital Growth Stays Strong Positive Sentiment: Analyst support remains broad: BTIG reiterated a Buy rating with a $1,125 target, while Bank of America maintained its Buy rating and $1,200 target. Analysts cited resilient core performance, market-share gains, and higher earnings estimates. BTIG Reaffirms Buy on Costco Positive Sentiment: Long-term shareholder appeal: Commentary highlighted Costco’s consistent dividend growth since 2004, membership model, customer loyalty, and potential for continued earnings expansion. Neutral Sentiment: Store expansion: Costco is reportedly considering a new location in Thompson’s Station, Tennessee, supporting its long-term warehouse growth strategy, although the potential site has no immediate earnings impact. Neutral Sentiment: Mixed analyst valuation signals: DA Davidson reaffirmed a Neutral rating with a $1,000 target, while Bernstein retained a Buy rating but lowered its target to $1,144, indicating less room for upside despite confidence in the business. Negative Sentiment: Valuation concerns: Jim Cramer and other commentators argued that COST trades at roughly 43–49 times earnings, leaving the stock vulnerable if growth slows or results merely meet expectations. Cramer Says Costco at 49 Times Earnings Is the Mistake Loyal Shoppers Keep Making Negative Sentiment: Regulatory risk: The Department of Justice expanded a beef-pricing antitrust inquiry to Costco, seeking information on prices, costs, margins, purchasing, and supply-chain practices. Potential compliance costs or scrutiny could pressure sentiment. US DOJ Widens Beef Price Inquiry Negative Sentiment: Costco Next shutdown: The company’s online marketplace reportedly went offline without notice, raising questions about its digital strategy, although the platform is not viewed as central to Costco’s core business. Costco Next Online Marketplace Shut Down Costco Wholesale Profile (Free Report)

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

Featured Stories Five stocks we like better than Costco Wholesale Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).

Receive News & Ratings for Costco Wholesale Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Costco Wholesale and related companies with MarketBeat.com's FREE daily email newsletter.

AXQ Capital LP grew its position in Realty Income Corporation (NYSE:O – Free Report) by 131.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,289 shares of the real estate investment trust’s stock after purchasing an additional 13,785 shares during the period. AXQ Capital LP’s holdings in Realty Income were worth $1,505,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in O. DGS Capital Management LLC grew its position in Realty Income by 4.3% in the 4th quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust’s stock worth $216,000 after purchasing an additional 158 shares in the last quarter. Tactive Advisors LLC grew its holdings in shares of Realty Income by 1.8% in the second quarter. Tactive Advisors LLC now owns 9,239 shares of the real estate investment trust’s stock valued at $572,000 after acquiring an additional 163 shares in the last quarter. Patrick M Sweeney & Associates Inc. lifted its holdings in Realty Income by 4.5% during the fourth quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock worth $214,000 after acquiring an additional 164 shares during the period. CYBER HORNET ETFs LLC lifted its holdings in Realty Income by 7.4% during the fourth quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock worth $136,000 after acquiring an additional 166 shares during the period. Finally, First National Trust Co boosted its position in Realty Income by 1.2% in the fourth quarter. First National Trust Co now owns 15,109 shares of the real estate investment trust’s stock worth $852,000 after purchasing an additional 180 shares during the last quarter. 70.81% of the stock is owned by institutional investors.

Analyst Ratings Changes O has been the subject of several research analyst reports. Robert W. Baird raised their target price on Realty Income from $64.00 to $65.00 and gave the company a “neutral” rating in a research report on Monday, July 6th. Royal Bank Of Canada reduced their price target on shares of Realty Income from $71.00 to $70.00 and set an “outperform” rating for the company in a research report on Friday, August 7th. Scotiabank decreased their price objective on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Jefferies Financial Group initiated coverage on shares of Realty Income in a research report on Monday, June 1st. They issued a “buy” rating and a $69.00 price objective on the stock. Finally, Weiss Ratings upgraded shares of Realty Income from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $67.23.

View Our Latest Research Report on Realty Income Realty Income Trading Down 0.8% Shares of O stock opened at $61.22 on Friday. The stock has a market capitalization of $57.93 billion, a price-to-earnings ratio of 44.69, a PEG ratio of 4.38 and a beta of 0.71. The company’s fifty day simple moving average is $63.27 and its two-hundred day simple moving average is $63.06. Realty Income Corporation has a 1 year low of $55.86 and a 1 year high of $67.93. The company has a debt-to-equity ratio of 0.73, a current ratio of 5.88 and a quick ratio of 5.88.

Realty Income (NYSE:O – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 EPS for the quarter, hitting analysts’ consensus estimates of $1.09. The firm had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the company earned $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, analysts anticipate that Realty Income Corporation will post 4.43 earnings per share for the current year.

Realty Income Dividend Announcement The business also recently announced a monthly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be paid a $0.271 dividend. The ex-dividend date is Monday, August 31st. This represents a c) annualized dividend and a yield of 5.3%. Realty Income’s dividend payout ratio (DPR) is currently 237.23%.

More Realty Income News Here are the key news stories impacting Realty Income this week:

Positive Sentiment: Industrial expansion could improve long-term growth. Realty Income is increasing its investment in industrial properties, including warehouses, while benefiting from rent escalators and solid leasing activity. Greater exposure to industrial real estate could diversify the portfolio and support future adjusted funds from operations. Realty Income’s Industrial Expansion: Can it Lift Long-Term Returns? Positive Sentiment: The $10 billion investment plan provides a growth catalyst. Analysts point to Realty Income’s strong deal sourcing, ample liquidity, industrial exposure and potential data-center investments as factors that could help the company deploy capital and expand earnings over time. Realty Income’s $10B Investment Plan: Can Deployment Stay Strong? Neutral Sentiment: The dividend remains a key attraction. Realty Income is scheduled to pay a monthly dividend of $0.271 per share on September 15, its 674th consecutive monthly payment. However, investors are comparing that income stream with Treasury yields near 4.75%, making the dividend’s relative appeal an important consideration. Treasuries Yield 4.75%—Does Realty Income’s Monthly Dividend Still Make Sense? Negative Sentiment: Higher rates are pressuring the stock’s valuation and income appeal. Rising Treasury yields can make Realty Income’s dividend relatively less attractive while increasing financing costs for acquisitions. The broader rate-driven market pullback is likely contributing to investor caution toward the REIT. Negative Sentiment: Recent earnings have not yet provided a clear near-term catalyst. Realty Income met consensus earnings expectations in its latest report, while revenue exceeded estimates and rose year over year. Nevertheless, the stock has remained lower since that report, suggesting investors are focused more on interest-rate sensitivity, valuation and the pace of future capital deployment than on the earnings beat alone. Realty Income Corp. (O) Down Since Last Earnings Report: Can It Rebound? Realty Income Company Profile (Free Report)

Realty Income Corporation (NYSE: O) is a real estate investment trust (REIT) that acquires, owns and manages commercial properties subject primarily to long-term net lease agreements. The company’s business model focuses on generating predictable, contractual rental income by leasing properties to tenants under agreements that typically place responsibility for taxes, insurance and maintenance on the tenant. Realty Income is publicly traded on the New York Stock Exchange and markets itself as a reliable income-oriented REIT.

Realty Income’s portfolio is concentrated in single-tenant, retail and service-oriented properties such as drugstores, convenience stores, dollar and discount retailers, restaurants, and other essential-service businesses.

See Also Five stocks we like better than Realty Income Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding O? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Realty Income Corporation (NYSE:O – Free Report).

Receive News & Ratings for Realty Income Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Realty Income and related companies with MarketBeat.com's FREE daily email newsletter.

Kinloch Capital LLC acquired a new position in AbbVie Inc. (NYSE:ABBV – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 25,696 shares of the company’s stock, valued at approximately $6,466,000. AbbVie accounts for approximately 2.4% of Kinloch Capital LLC’s holdings, making the stock its 3rd biggest holding.

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

Insider Buying and Selling In related news, EVP Nicholas Donoghoe sold 32,710 shares of the stock in a transaction that occurred 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 owned 74,430 shares of the company’s stock, valued at $18,607,500. This represents a 30.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.06% of the stock is owned by insiders.

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. AbbVie Stock Performance NYSE ABBV opened at $256.27 on Friday. AbbVie Inc. has a one year low of $190.75 and a one year high of $267.47. The company has a market capitalization of $452.78 billion, a price-to-earnings ratio of 72.39, a price-to-earnings-growth ratio of 1.18 and a beta of 0.29. The company’s 50-day simple moving average is $254.66 and its two-hundred day simple moving average is $230.06.

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

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

Wall Street Analyst Weigh In ABBV has been the subject of several research analyst reports. Piper Sandler lifted their target price on AbbVie from $298.00 to $303.00 and gave the stock an “overweight” rating in a research report on Thursday, August 20th. BNP Paribas Exane raised their price target on shares of AbbVie from $218.00 to $247.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 11th. Guggenheim boosted their price objective on shares of AbbVie from $261.00 to $288.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. JPMorgan Chase & Co. upped their target price on shares of AbbVie from $260.00 to $280.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Finally, Barclays lifted their price target on shares of AbbVie from $275.00 to $300.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, AbbVie presently has an average rating of “Moderate Buy” and an average price target of $275.95.

Get Our Latest Stock Report on AbbVie

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.

Featured Articles Five stocks we like better than AbbVie Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst

Receive News & Ratings for AbbVie Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for AbbVie and related companies with MarketBeat.com's FREE daily email newsletter.

Jupiter Topco LLC acquired a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 6,201,973 shares of the company’s stock, valued at approximately $1,560,354,000. Jupiter Topco LLC owned 0.35% of AbbVie as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in ABBV. Litman Gregory Wealth Management LLC purchased a new position in AbbVie in the fourth quarter worth $28,000. Imprint Wealth LLC increased its position in AbbVie by 56.2% during the 4th quarter. Imprint Wealth LLC now owns 125 shares of the company’s stock valued at $29,000 after buying an additional 45 shares in the last quarter. Burk Holdings LLC purchased a new stake in AbbVie in the second quarter valued at about $30,000. Legacy Wealth Managment LLC ID raised its stake in AbbVie by 115.9% in the fourth quarter. Legacy Wealth Managment LLC ID now owns 136 shares of the company’s stock valued at $31,000 after buying an additional 73 shares during the last quarter. Finally, IFC & Insurance Marketing Inc. acquired a new stake in AbbVie in the fourth quarter worth about $31,000. Institutional investors own 70.23% of the company’s stock.

Analysts Set New Price Targets Several equities analysts recently issued reports on the company. Wells Fargo & Company upped their target price on AbbVie from $295.00 to $300.00 and gave the company an “overweight” rating in a research report on Monday, August 17th. JPMorgan Chase & Co. increased their price target on AbbVie from $260.00 to $280.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Evercore set a $235.00 price target on shares of AbbVie in a report on Friday, May 15th. HSBC reaffirmed a “buy” rating and set a $300.00 target price on shares of AbbVie in a research note on Monday, July 6th. Finally, Canaccord Genuity Group boosted 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. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, AbbVie presently has an average rating of “Moderate Buy” and a consensus target price of $275.95.

View Our Latest Report on ABBV Insiders Place Their Bets 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 value of $8,177,500.00. Following the completion of the sale, the executive vice president 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 document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.06% of the company’s stock.

Key Headlines Impacting AbbVie 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. AbbVie Trading Down 1.5% ABBV stock opened at $256.27 on Friday. The company has a market capitalization of $452.78 billion, a PE ratio of 72.39, a P/E/G ratio of 1.18 and a beta of 0.29. AbbVie Inc. has a 12-month low of $190.75 and a 12-month high of $267.47. The business’s fifty day moving average price is $254.66 and its 200 day moving average price is $230.06.

AbbVie (NYSE:ABBV – Get Free Report) last released its earnings results 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. AbbVie had a net margin of 9.80% and a negative return on equity of 422.07%. The company had revenue of $16.99 billion for the quarter, compared to analyst estimates of $16.80 billion. During the same period in the prior year, the business earned $2.97 EPS. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. AbbVie has set its Q3 2026 guidance at 3.840-3.880 EPS. Research analysts predict that AbbVie Inc. will post 14.05 EPS for the current fiscal year.

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

AbbVie Company 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 Articles Five stocks we like better than AbbVie Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst

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Castleark Management LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 7,890 shares of the semiconductor manufacturer’s stock, valued at approximately $9,107,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. High Note Wealth LLC grew its holdings in shares of Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after buying an additional 34 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in Micron Technology in the 1st quarter worth about $27,000. Bayban bought a new stake in shares of Micron Technology in the fourth quarter worth approximately $29,000. Luken Investment Analytics LLC bought a new stake in shares of Micron Technology in the fourth quarter worth approximately $31,000. Finally, WealthCollab LLC raised its holdings in shares of Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 270 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Micron Technology Trading Up 6.1% Shares of NASDAQ:MU opened at $1,016.59 on Friday. The stock has a 50 day moving average of $935.15 and a 200 day moving average of $734.51. The company has a market cap of $1.15 trillion, a PE ratio of 23.02, a price-to-earnings-growth ratio of 0.61 and a beta of 2.22. Micron Technology, Inc. has a 12-month low of $125.66 and a 12-month high of $1,255.00. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05.

Micron Technology (NASDAQ:MU – Get Free Report) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. The business had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities research analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year. Micron Technology Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were issued a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

Insider Transactions at Micron Technology In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. This represents a 6.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the sale, the chief executive officer owned 264,503 shares in the company, valued at approximately $256,276,956.70. The trade was a 13.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is owned by corporate insiders.

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

Positive Sentiment: AI memory demand remains the key catalyst. Micron is reportedly increasing production capacity for more profitable, high-demand memory products used in AI servers, including high-bandwidth memory (HBM). Investors see sustained hyperscaler spending as supporting pricing, revenue and margins. Micron is doubling down on AI memory chips Positive Sentiment: Memory stocks led the market. Micron and other memory-related companies benefited from renewed enthusiasm for AI infrastructure, the release of a new OpenAI model and expectations that the NAND pricing cycle may be strengthening. Memory and AI-related stocks lead the market Positive Sentiment: Analyst upside forecasts added support. Lynx Equity Strategies said volatility has normalized and maintained an aggressive price target of $1,325 for MU, implying substantial potential upside from recent levels. Lynx Equity sees Micron and SanDisk breakout Positive Sentiment: Recent operating results provide fundamental support. Micron’s latest reported quarter significantly exceeded earnings and revenue expectations, with revenue up sharply year over year. The company also issued strong fourth-quarter guidance, reinforcing the view that AI-related memory shortages are translating into exceptional profitability. Neutral Sentiment: Long-term customer agreements may reduce—but not eliminate—cyclicality. Reports highlight 16 strategic agreements extending through 2030, some with price floors or bands. These contracts could improve earnings visibility, although investors remain concerned that new industry capacity could eventually pressure pricing. Micron’s contracts reveal the next AI bottleneck Negative Sentiment: Competition and execution risks remain. Chinese chipmaker CXMT is gaining DRAM market share, while planned capacity investments by Asian producers could eventually create oversupply. Micron also faces potential labor disruption in Taiwan after unions sought substantially higher compensation, creating a risk to costs and supply continuity. Chinese chipmaker CXMT gains DRAM share Analysts Set New Price Targets A number of brokerages recently weighed in on MU. Susquehanna increased their price objective on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft increased their price target on Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Rosenblatt Securities raised their price target on Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. BMO Capital Markets initiated coverage on Micron Technology in a research report on Friday, August 21st. They set an “outperform” rating and a $1,300.00 price objective for the company. Finally, Wedbush upped their price target on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $1,295.63.

Get Our Latest Stock Analysis on MU

(Free Report)

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

Read More Five stocks we like better than Micron Technology Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).

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Caisse de depot et placement du Quebec purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 531,635 shares of the semiconductor manufacturer’s stock, valued at approximately $613,661,000. Micron Technology comprises about 0.9% of Caisse de depot et placement du Quebec’s investment portfolio, making the stock its 23rd largest holding.

A number of other hedge funds also recently modified their holdings of the stock. State Street Corp raised its stake in Micron Technology by 2.1% in the 4th quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock worth $15,061,310,000 after purchasing an additional 1,090,644 shares in the last quarter. Andar Capital Management HK Ltd raised its position in Micron Technology by 856,960.3% in the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock valued at $39,571,847,000 after purchasing an additional 34,278,413 shares during the last quarter. Norges Bank acquired a new stake in Micron Technology during the 4th quarter worth approximately $6,433,456,000. Primecap Management Co. CA bought a new stake in shares of Micron Technology in the second quarter worth $22,182,263,000. Finally, Morgan Stanley increased its stake in shares of Micron Technology by 5.1% in the fourth quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after buying an additional 794,289 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analysts Set New Price Targets Several equities research analysts recently commented on MU shares. Stifel Nicolaus upped their target price on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. ThinkEquity reiterated a “buy” rating on shares of Micron Technology in a report on Monday, August 3rd. Wells Fargo & Company lifted their price target on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Wolfe Research set a $1,500.00 target price on Micron Technology in a research note on Thursday, June 25th. Finally, Morgan Stanley boosted their target price on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Micron Technology currently has an average rating of “Buy” and a consensus target price of $1,295.63.

Read Our Latest Analysis on Micron Technology Micron Technology Stock Performance Shares of NASDAQ MU opened at $1,016.59 on Friday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $1.15 trillion, a price-to-earnings ratio of 23.02, a price-to-earnings-growth ratio of 0.61 and a beta of 2.22. Micron Technology, Inc. has a 12-month low of $125.66 and a 12-month high of $1,255.00. The firm has a 50 day moving average of $935.15 and a 200 day moving average of $734.51.

Micron Technology (NASDAQ:MU – Get Free Report) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. During the same period in the previous year, the business earned $1.91 earnings per share. Micron Technology’s quarterly revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts anticipate that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s payout ratio is presently 1.36%.

More Micron Technology News Here are the key news stories impacting Micron Technology this week:

Positive Sentiment: AI memory demand remains the key catalyst. Micron is reportedly increasing production capacity for more profitable, high-demand memory products used in AI servers, including high-bandwidth memory (HBM). Investors see sustained hyperscaler spending as supporting pricing, revenue and margins. Micron is doubling down on AI memory chips Positive Sentiment: Memory stocks led the market. Micron and other memory-related companies benefited from renewed enthusiasm for AI infrastructure, the release of a new OpenAI model and expectations that the NAND pricing cycle may be strengthening. Memory and AI-related stocks lead the market Positive Sentiment: Analyst upside forecasts added support. Lynx Equity Strategies said volatility has normalized and maintained an aggressive price target of $1,325 for MU, implying substantial potential upside from recent levels. Lynx Equity sees Micron and SanDisk breakout Positive Sentiment: Recent operating results provide fundamental support. Micron’s latest reported quarter significantly exceeded earnings and revenue expectations, with revenue up sharply year over year. The company also issued strong fourth-quarter guidance, reinforcing the view that AI-related memory shortages are translating into exceptional profitability. Neutral Sentiment: Long-term customer agreements may reduce—but not eliminate—cyclicality. Reports highlight 16 strategic agreements extending through 2030, some with price floors or bands. These contracts could improve earnings visibility, although investors remain concerned that new industry capacity could eventually pressure pricing. Micron’s contracts reveal the next AI bottleneck Negative Sentiment: Competition and execution risks remain. Chinese chipmaker CXMT is gaining DRAM market share, while planned capacity investments by Asian producers could eventually create oversupply. Micron also faces potential labor disruption in Taiwan after unions sought substantially higher compensation, creating a risk to costs and supply continuity. Chinese chipmaker CXMT gains DRAM share Insider Activity In other Micron Technology news, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total value of $879,000.00. Following the completion of the sale, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at $34,958,000. The trade was a 2.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction on Friday, August 21st. The shares were sold at an average price of $968.90, for a total value of $38,756,000.00. Following the sale, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. This trade represents a 13.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 177,204 shares of company stock worth $182,156,264. Company insiders own 0.24% of the company’s stock.

Micron Technology Company Profile (Free Report)

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

Further Reading Five stocks we like better than Micron Technology Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst

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AlphaGrep UK Ltd acquired a new position in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,943 shares of the biopharmaceutical company’s stock, valued at approximately $1,212,000. Regeneron Pharmaceuticals comprises 0.4% of AlphaGrep UK Ltd’s portfolio, making the stock its 22nd largest holding.

A number of other institutional investors also recently made changes to their positions in the company. SHP Wealth Management bought a new position in shares of Regeneron Pharmaceuticals during the fourth quarter worth approximately $26,000. Western Wealth Management LLC bought a new stake in Regeneron Pharmaceuticals in the 1st quarter valued at $26,000. Titan Wealth CI Ltd acquired a new position in Regeneron Pharmaceuticals in the 4th quarter valued at $29,000. Trust Co. of Vermont bought a new position in Regeneron Pharmaceuticals during the 2nd quarter worth $29,000. Finally, Mowery & Schoenfeld Wealth Management LLC bought a new position in Regeneron Pharmaceuticals during the 2nd quarter worth $29,000. Institutional investors own 83.31% of the company’s stock.

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 Buying and Selling at Regeneron Pharmaceuticals In other Regeneron Pharmaceuticals news, EVP Marion Mccourt sold 1,131 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $857.39, for a total value of $969,708.09. Following the completion of the transaction, the executive vice president directly owned 12,003 shares in the company, valued at approximately $10,291,252.17. This represents a 8.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Arthur Ryan sold 200 shares of the firm’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $650.15, for a total transaction of $130,030.00. Following the transaction, the director directly owned 17,303 shares of the company’s stock, valued at $11,249,545.45. The trade was a 1.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 4,146 shares of company stock valued at $3,432,488. 6.97% of the stock is owned by insiders. Analysts Set New Price Targets REGN has been the subject of a number of recent research reports. Guggenheim boosted their target price on shares of Regeneron Pharmaceuticals from $1,000.00 to $1,030.00 and gave the company a “buy” rating in a research report on Monday, August 3rd. Cantor Fitzgerald raised their price target on shares of Regeneron Pharmaceuticals from $750.00 to $795.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. HSBC dropped their price objective on shares of Regeneron Pharmaceuticals from $990.00 to $880.00 and set a “buy” rating for the company in a research note on Monday, July 6th. Royal Bank Of Canada increased their target price on shares of Regeneron Pharmaceuticals from $696.00 to $737.00 and gave the stock a “sector perform” rating in a research report on Friday, July 31st. Finally, BMO Capital Markets lowered their target price on shares of Regeneron Pharmaceuticals from $900.00 to $730.00 and set an “outperform” rating on the stock in a report on Monday, May 18th. Fourteen research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $800.36.

View Our Latest Stock Analysis on REGN

Regeneron Pharmaceuticals Trading Down 1.9% NASDAQ REGN opened at $827.72 on Friday. The company has a market cap of $85.22 billion, a price-to-earnings ratio of 20.46, a price-to-earnings-growth ratio of 1.65 and a beta of 0.20. Regeneron Pharmaceuticals, Inc. has a twelve month low of $541.00 and a twelve month high of $859.34. The company has a quick ratio of 2.78, a current ratio of 3.34 and a debt-to-equity ratio of 0.06. The business’s fifty day moving average is $738.29 and its 200 day moving average is $720.10.

Regeneron Pharmaceuticals (NASDAQ:REGN – Get Free Report) last issued its earnings results on Thursday, July 30th. The biopharmaceutical company reported $14.29 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.16 by $4.13. The business had revenue of $4.29 billion during the quarter, compared to analysts’ expectations of $3.82 billion. Regeneron Pharmaceuticals had a return on equity of 13.47% and a net margin of 27.86%.The business’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $12.81 EPS. As a group, sell-side analysts expect that Regeneron Pharmaceuticals, Inc. will post 44.25 EPS for the current fiscal year.

Regeneron Pharmaceuticals Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Monday, August 31st. Investors of record on Tuesday, August 18th were given a dividend of $0.94 per share. The ex-dividend date was Tuesday, August 18th. This represents a $3.76 annualized dividend and a yield of 0.5%. Regeneron Pharmaceuticals’s dividend payout ratio (DPR) is currently 9.29%.

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.

See Also Five stocks we like better than Regeneron Pharmaceuticals Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst

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AXQ Capital LP lifted its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 109.9% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 28,303 shares of the medical technology company’s stock after purchasing an additional 14,816 shares during the quarter. AXQ Capital LP’s holdings in Medtronic were worth $2,214,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MDT. Monetary Solutions Ltd purchased a new stake in shares of Medtronic during the 4th quarter valued at about $27,000. Anfield Capital Management LLC boosted its holdings in Medtronic by 410.7% in the 4th quarter. Anfield Capital Management LLC now owns 286 shares of the medical technology company’s stock worth $27,000 after acquiring an additional 230 shares during the period. Acumen Wealth Advisors LLC acquired a new stake in Medtronic in the fourth quarter valued at approximately $29,000. Imprint Wealth LLC purchased a new stake in shares of Medtronic during the third quarter valued at approximately $31,000. Finally, Basepoint Wealth LLC purchased a new stake in shares of Medtronic during the fourth quarter valued at approximately $32,000. Institutional investors and hedge funds own 82.06% of the company’s stock.

Medtronic Stock Up 1.1% Medtronic stock opened at $94.12 on Friday. Medtronic PLC has a 52 week low of $73.31 and a 52 week high of $106.33. The stock has a market cap of $120.47 billion, a price-to-earnings ratio of 23.18, a PEG ratio of 2.18 and a beta of 0.56. The company’s 50-day moving average price is $86.78 and its two-hundred day moving average price is $85.37. The company has a current ratio of 2.13, a quick ratio of 1.62 and a debt-to-equity ratio of 0.52.

Medtronic (NYSE:MDT – Get Free Report) last posted its quarterly earnings data on Tuesday, September 1st. The medical technology company reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.06. Medtronic had a net margin of 13.93% and a return on equity of 14.89%. The business had revenue of $9.76 billion during the quarter, compared to analysts’ expectations of $9.55 billion. During the same period last year, the firm posted $1.26 earnings per share. The business’s revenue was up 13.7% on a year-over-year basis. Medtronic has set its Q2 2027 guidance at 1.320-1.340 EPS and its FY 2027 guidance at 5.940-6.000 EPS. On average, analysts expect that Medtronic PLC will post 5.96 EPS for the current fiscal year. Medtronic Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Friday, September 25th will be given a dividend of $0.72 per share. The ex-dividend date is Friday, September 25th. This represents a $2.88 annualized dividend and a dividend yield of 3.1%. Medtronic’s dividend payout ratio (DPR) is 70.94%.

Trending Headlines about Medtronic Here are the key news stories impacting Medtronic this week:

Positive Sentiment: Medtronic said executives will present at the Wells Fargo Healthcare Conference on September 8 and other upcoming investor events. These appearances could provide additional updates on growth initiatives, product launches, and financial guidance. Medtronic executives to speak at upcoming investor conferences Positive Sentiment: Royal Bank of Canada reaffirmed its Outperform rating, while Stifel Nicolaus, Robert W. Baird, TD Cowen, and BTIG Research maintained bullish assessments or projected meaningful price appreciation. The broad analyst support reinforces investor confidence in MDT’s outlook. Royal Bank of Canada reaffirms Outperform rating Positive Sentiment: New real-world evidence from Medtronic’s PERSIST addendum study is supporting the company’s Inceptiv spinal cord stimulation system. Further clinical validation could improve adoption prospects and strengthen the pain-management franchise. Medtronic’s PERSIST study builds real-world evidence Positive Sentiment: Medtronic’s latest reported quarter exceeded expectations, with earnings of $1.45 per share versus a $1.39 consensus estimate and revenue of $9.76 billion versus $9.55 billion expected. Revenue increased 13.7% year over year, providing a favorable fundamental backdrop. Neutral Sentiment: Unusually large options trading indicates elevated investor interest in MDT, but the activity does not by itself establish whether traders expect further gains or a pullback. Medtronic target of unusually large options trading Negative Sentiment: A MarketWatch strategy highlighted Medtronic as a healthcare stock that may be overcrowded, recommending a bearish options position because many investors have already bet on additional gains. This raises the risk of profit-taking or volatility despite the positive fundamental and analyst backdrop. Healthcare stocks may be too crowded to own Insider Activity at Medtronic In other news, EVP Harry Kiil sold 4,189 shares of the company’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $80.44, for a total value of $336,963.16. Following the completion of the sale, the executive vice president owned 37,227 shares in the company, valued at $2,994,539.88. This represents a 10.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.27% of the company’s stock.

Wall Street Analysts Forecast Growth MDT has been the subject of several analyst reports. Robert W. Baird upped their target price on shares of Medtronic from $91.00 to $100.00 and gave the company a “neutral” rating in a research note on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Medtronic in a research note on Tuesday, August 18th. The Goldman Sachs Group cut their price objective on shares of Medtronic from $84.00 to $83.00 and set a “neutral” rating on the stock in a report on Thursday, June 4th. Rothschild & Co Redburn decreased their price objective on shares of Medtronic from $111.00 to $106.00 and set a “buy” rating for the company in a research report on Friday, June 5th. Finally, BTIG Research raised their target price on Medtronic from $91.00 to $100.00 and gave the company a “buy” rating in a research note on Tuesday. Nineteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $103.92.

Check Out Our Latest Analysis on Medtronic

About Medtronic (Free Report)

Medtronic plc is a global medical technology company that develops and manufactures a broad range of therapeutic devices and health care solutions. Headquartered legally in Ireland with principal operational offices in the United States, the company markets products to hospitals, physicians and health systems worldwide and has grown from its founding in 1949 into one of the largest medical-device manufacturers serving global health-care markets.

Medtronic’s offerings span several clinical areas, including cardiac rhythm and heart failure (pacemakers, implantable cardioverter‑defibrillators and related cardiac therapies), minimally invasive and surgical technologies (laparoscopic and advanced energy devices, visualization systems and surgical innovations), restorative therapies (spine and orthopedics, neuromodulation and neurovascular treatments) and diabetes management (insulin-delivery systems and glucose monitoring solutions).

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L2 Asset Management LLC bought a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 26,729 shares of the semiconductor manufacturer’s stock, valued at approximately $10,097,000. Broadcom comprises approximately 1.0% of L2 Asset Management LLC’s investment portfolio, making the stock its 18th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AVGO. State Street Corp grew its stake in Broadcom by 2.7% in the 4th quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock worth $65,788,194,000 after acquiring an additional 5,040,801 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Broadcom by 1.4% in the 4th quarter. Geode Capital Management LLC now owns 111,277,280 shares of the semiconductor manufacturer’s stock worth $38,396,634,000 after purchasing an additional 1,548,699 shares during the period. Price T Rowe Associates Inc. MD boosted its stake in shares of Broadcom by 3.0% during the fourth 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 in the last quarter. Norges Bank bought a new position in shares of Broadcom during the fourth quarter valued at approximately $24,252,196,000. Finally, Bank of America Corp DE raised its stake in Broadcom by 1.5% in the first quarter. Bank of America Corp DE now owns 58,737,097 shares of the semiconductor manufacturer’s stock worth $18,179,719,000 after buying an additional 894,564 shares in the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes A number of analysts have weighed in on AVGO shares. Susquehanna restated a “positive” rating and set a $490.00 target price (up from $450.00) on shares of Broadcom in a report on Thursday, May 28th. Benchmark upped their price objective on Broadcom from $485.00 to $545.00 and gave the stock a “buy” rating in a research note on Thursday, June 4th. Citigroup reiterated a “buy” rating and issued a $515.00 target price (up from $500.00) on shares of Broadcom in a research note on Friday. BMO Capital Markets increased their price target on shares of Broadcom from $455.00 to $575.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Erste Group Bank reiterated a “hold” rating on shares of Broadcom in a report on Tuesday, July 7th. Thirty-one equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $500.60.

Check Out Our Latest Stock Report on AVGO Trending Headlines about 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 Transactions at Broadcom In other Broadcom news, insider Mark Brazeal sold 25,000 shares of the firm’s stock in a transaction on Friday, July 10th. The stock was sold at an average price of $401.33, for a total value of $10,033,250.00. Following the transaction, the insider owned 194,989 shares in the company, valued at approximately $78,254,935.37. This trade represents a 11.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Justine Page sold 1,602 shares of the company’s 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 sale, the director directly owned 17,426 shares of the company’s stock, valued at $6,514,884.36. The trade was a 8.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 61,644 shares of company stock worth $24,016,214 over the last three months. 1.90% of the stock is owned by insiders.

Broadcom Stock Performance NASDAQ AVGO opened at $357.89 on Friday. The firm has a market capitalization of $1.70 trillion, a P/E ratio of 45.71, a PEG ratio of 0.68 and a beta of 1.44. Broadcom Inc. has a fifty-two week low of $289.96 and a fifty-two week high of $495.00. The stock has a 50-day simple moving average of $383.57 and a two-hundred day simple moving average of $377.23. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.01 and a current ratio of 2.50.

Broadcom (NASDAQ:AVGO – Get Free Report) last announced its quarterly earnings results on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.22 by $0.10. Broadcom had a net margin of 42.94% and a return on equity of 48.33%. The firm had revenue of $29.59 billion for the quarter, compared to the consensus estimate of $29.24 billion. During the same period in the prior year, the firm posted $1.69 earnings per share. The firm’s quarterly revenue was up 85.5% compared to the same quarter last year. On average, equities analysts forecast that Broadcom Inc. will post 10.25 earnings per share for the current year.

Broadcom Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st will be paid a dividend of $0.65 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. Broadcom’s payout ratio is currently 43.33%.

Broadcom Company 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.

Read More Five stocks we like better than Broadcom Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst

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Cullen Capital Management LLC purchased a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 532,119 shares of the semiconductor manufacturer’s stock, valued at approximately $201,008,000. Broadcom comprises about 2.0% of Cullen Capital Management LLC’s portfolio, making the stock its 20th largest position.

Other institutional investors and hedge funds have also bought and sold shares of the company. Fullerton Advisors LLC boosted its holdings in Broadcom by 1.3% in the first quarter. Fullerton Advisors LLC now owns 1,989 shares of the semiconductor manufacturer’s stock valued at $616,000 after acquiring an additional 25 shares in the last quarter. NORTHSTAR ASSET MANAGEMENT Co raised its holdings in Broadcom by 0.5% in the 1st quarter. NORTHSTAR ASSET MANAGEMENT Co now owns 5,350 shares of the semiconductor manufacturer’s stock worth $1,656,000 after purchasing an additional 25 shares in the last quarter. RFG Holdings Inc. lifted its position in shares of Broadcom by 0.3% in the 1st quarter. RFG Holdings Inc. now owns 8,499 shares of the semiconductor manufacturer’s stock worth $2,631,000 after purchasing an additional 26 shares during the period. Yukon Wealth Management Inc. lifted its position in shares of Broadcom by 1.1% in the 1st quarter. Yukon Wealth Management Inc. now owns 2,501 shares of the semiconductor manufacturer’s stock worth $774,000 after purchasing an additional 26 shares during the period. Finally, NerdWallet Wealth Partners LLC boosted its stake in shares of Broadcom by 2.6% during the 2nd quarter. NerdWallet Wealth Partners LLC now owns 1,057 shares of the semiconductor manufacturer’s stock valued at $399,000 after purchasing an additional 27 shares in the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Broadcom Price Performance NASDAQ AVGO opened at $357.89 on Friday. The business’s fifty day moving average is $383.57 and its 200 day moving average is $377.23. Broadcom Inc. has a fifty-two week low of $289.96 and a fifty-two week high of $495.00. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.01 and a current ratio of 2.50. The company has a market capitalization of $1.70 trillion, a PE ratio of 45.71, a price-to-earnings-growth ratio of 0.68 and a beta of 1.44.

Broadcom (NASDAQ:AVGO – Get Free Report) last issued its quarterly earnings results on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 EPS for the quarter, topping analysts’ consensus estimates of $3.22 by $0.10. Broadcom had a return on equity of 48.33% and a net margin of 42.94%.The business had revenue of $29.59 billion during the quarter, compared to analysts’ expectations of $29.24 billion. During the same quarter in the prior year, the business posted $1.69 earnings per share. The business’s quarterly revenue was up 85.5% on a year-over-year basis. Sell-side analysts predict that Broadcom Inc. will post 10.25 earnings per share for the current year. Broadcom Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Monday, September 21st will be given a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, September 21st. Broadcom’s dividend payout ratio is presently 43.33%.

Insider Activity In other Broadcom news, Director Harry You purchased 1,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were bought at an average cost of $373.57 per share, with a total value of $373,570.00. Following the acquisition, the director owned 38,466 shares in the company, valued at approximately $14,369,743.62. This trade represents a 2.67% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Justine Page sold 1,602 shares of Broadcom stock in a transaction on Monday, June 29th. The shares were 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 represents a 8.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 61,644 shares of company stock valued at $24,016,214. 1.90% of the stock is currently owned by company insiders.

Broadcom News Summary 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. Wall Street Analysts Forecast Growth AVGO has been the subject of several research analyst reports. DA Davidson set a $350.00 price objective on Broadcom and gave the company a “neutral” rating in a research report on Friday. Zacks Research lowered Broadcom from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. Citigroup reaffirmed a “buy” rating and issued a $515.00 target price (up from $500.00) on shares of Broadcom in a report on Friday. Royal Bank Of Canada started coverage on Broadcom in a research note on Thursday. They issued an “outperform” rating for the company. Finally, Fox Advisors upgraded shares of Broadcom to an “outperform” rating in a research report on Thursday. Thirty-one analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $500.60.

Check Out Our Latest Report on Broadcom

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.

Featured Articles Five stocks we like better than Broadcom Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO – Free Report).

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With its artificial intelligence (AI) revenue surging and its stock recently stuck in the mud, Broadcom (AVGO +0.21%) is starting to look like one of the most attractive stocks in the AI infrastructure space. The designer, developer, manufacturer, and global supplier of semiconductor products is poised to see explosive growth in the coming years, with AI revenue projected to double in fiscal 2027 to $115 billion, up from earlier guidance of $100 billion, and then double again in fiscal 2028 to $230 billion.

Let's take a closer look at Broadcom's recent results and why the semiconductor stock looks like a great buy at current levels.

Image source: The Motley Fool.

Custom chips lead the way Broadcom saw its AI semiconductor revenue skyrocket 221% year over year in fiscal Q3 ended Aug. 2. During the quarter, it delivered mass shipments of Ironwood TPU v7 chips to both Alphabet and Anthropic and began shipping Alphabet's next-generation Tensor Processing Units (TPUs) v8i to the company. Broadcom said it is handling Alphabet's TPU 8i version for inference, while MediaTek is dealing with the v8t version for training. Notably, it brought the 8i version to market more quickly than MediaTek, despite a later start.

The real story, though, was the company's outlook. The $230 billion AI revenue estimate for fiscal 2028 was well above the $180 billion estimate previously projected by Citigroup analysts. Meanwhile, it said its AI networking business would grow just as quickly as its custom chip business.

The company laid out where this revenue would come from, saying Anthropic would become its largest customer next fiscal year, with the frontier lab planning to deploy 5 gigawatts of TPU version 8i in fiscal 2027 and then 10 gigawatts in fiscal 2028. Alphabet will continue to be one of its most important customers, with it generating tens of billions of dollars in TPU revenue annually in the coming years.

OpenAI, meanwhile, is projected to become its second-largest chip customer, with 5 gigawatts of its new Jalapeño chip and its successor expected to be deployed in 2028. It will also deliver Meta Platforms 3 gigawatts of its custom MTIA chips through 2028, covering three generations.

Broadcom noted that its fiscal 2027 AI revenue could be higher, with demand currently above its $115 billion revenue projection, but that it needs to improve supply. For 2028, though, it has secured supply to meet its outlook. Given its huge AI revenue growth over the next two years, Broadcom now expects to generate adjusted EPS of over $30 in fiscal 2028.

Turning to the company's fiscal Q3 results, Broadcom's overall revenue surged 86% year over year to $29.6 billion, while adjusted earnings per share (EPS) soared 96% to $3.32. The results topped analyst expectations, with adjusted EPS of $3.24 and revenue of $29.36 billion, as compiled by LSEG.

Total semiconductor solutions revenue skyrocketed by 127% year over year to $20.8 billion. Its non-AI chip revenue growth remains sluggish, up just 5% to $4.2 billion in the quarter. Infrastructure software revenue, meanwhile, climbed by 29% to $8.8 billion.

Overall gross margin came in at 75%, down 210 basis points, as semiconductor revenue makes up a larger share of overall revenue. Software gross margin was 84%, compared with 76% for its semiconductor segment.

Looking ahead, Broadcom forecasts fiscal Q4 revenue to grow by 93% to $34.8 billion, with AI revenue surging 236% to $21.6 billion. Gross margin is expected to be 73%.

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Broadcom is seeing surging revenue while, importantly, also diversifying its AI chip customer base. Despite that, the stock is now trading at a forward price-to-earnings (P/E) ratio of 11.5 times the fiscal 2028 guidance it just delivered. That's just incredibly cheap for what is becoming one of the best growth stocks in the AI infrastructure space.

As such, I'd be a buyer of the stock on this dip.

Shares of Ares Capital (ARCC +0.15%) have fallen about 10% from their 52-week high ($22.51) to their current level of around $20 per share. That has pushed its dividend yield up near 10% (recently around 9.6%). Several factors have driven the slump, including rising interest rates, Ares' falling core earnings, and an uptick in non-accruals. That last number worries me a bit because it relies on receiving interest payments to pay its high-yielding dividend.

While the trend in non-accruals is concerning, it's not a major red flag yet, just something I plan to keep an eye on. Here's why it wouldn't make me sell the high-yielding business development company (BDC) stock just yet.

Image source: Getty Images.

Why a rise in non-accruals is slightly worrisomeAres Capital noted in its second-quarter report that loans on non-accrual status represented 2.4% of its total investments at amortized cost (or 1.4% at fair value). That's up from 2.1% after the company added four loans to the non-accrual list during the quarter. That's a concern because a rise in non-accrual loans can indicate early stress in an underlying loan portfolio. If this trend continues, it could put the dividend at risk.

On a more positive note, the company highlighted on the quarterly conference call that these four new non-accrual loans were from companies operating in different industries and were unrelated to one another. CEO Kort Schnabel commented on the call that "We are not able to discern any trends yet around certain industries that are experiencing any kind of outsized weakness or leading us down this path toward more credit normalization."

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Meanwhile, President Jim Miller highlighted on the call that its non-accrual rate was still below its historical average of 3% since the global financial crisis. Further, it remains well below the historical average of BDCs, which has been around 4% during this time frame. However, Miller did repeat his warning on the call that while the company has been operating in an extended period of lower non-accrual rates and defaults, "we think there is a reversion toward the mean there." This suggests this concerning trend will continue.

Why I'm not concerned enough to sellWhile a rising non-accrual rate is somewhat troubling, Ares Capital has a strong track record of navigating the ebbs and flows of the credit market. It's the biggest BDC with a $29.3 billion investment portfolio spread across 619 portfolio companies. Its top 10 investments represent 10.5% of its portfolio at fair value, more than half the concentration of its BDC peers (22.2%). That diversification helps reduce risk. Further, it has an excellent investment record. Throughout its 21-year history, realized gains have outpaced losses by over $1 billion, averaging about 1% per year. That has helped support its 17-year track record of delivering a stable-to-growing dividend.

Those gains have given it a bigger cushion to support its dividend than its core earnings suggest. Ares Capital's core earnings of $0.94 per share through the first half of this year were down from $1.00 per share in the year-ago period. That put them below its dividend payments of $0.96 per share. However, it has recorded an additional $0.15 per share of net realized gains over the last 12 months, providing further support for the dividend. That has added to the gains it has banked over the years. It currently has $1.38 per share of taxable spillover income it carried forward from last year for distribution in future periods.

Here's what would worry me enough to sellWhile this quarter's uptick in non-accruals is slightly troublesome, I'm not concerned enough to sell. It's still below the company's historical average. Further, Ares has a strong record of delivering realized gains, which has supported 17 years of dividend stability. That's why I'd continue to buy shares of Ares Capital for its high-yielding dividend. It's still a relatively small position for me, and I'd like to continue building it to grow my passive income.

However, what would really start worrying me is if its non-accruals surpass its historical average. That would likely lead to a larger dip in core earnings and require the company to use more of its cushion. If the dividend ever looked at risk, I'd consider selling Ares and reinvesting the proceeds into a higher-quality, high-yielding dividend stock.

AlphaGrep UK Ltd bought a new stake in Ross Stores, Inc. (NASDAQ:ROST – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,607 shares of the apparel retailer’s stock, valued at approximately $768,000.

Other institutional investors have also recently made changes to their positions in the company. Hilton Head Capital Partners LLC acquired a new stake in Ross Stores in the fourth quarter valued at $26,000. Bard Associates Inc. acquired a new position in shares of Ross Stores during the 4th quarter worth about $31,000. Virtus Advisers LLC acquired a new position in shares of Ross Stores during the 2nd quarter worth about $38,000. Twin Lakes Capital Management LLC bought a new stake in shares of Ross Stores in the 2nd quarter valued at about $41,000. Finally, Bell Investment Advisors Inc bought a new stake in Ross Stores in the second quarter valued at approximately $43,000. Institutional investors and hedge funds own 86.86% of the company’s stock.

Ross Stores Trading Down 0.4% Shares of ROST stock opened at $230.69 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 0.98 and a current ratio of 1.61. The company has a market cap of $73.69 billion, a P/E ratio of 27.93, a PEG ratio of 1.95 and a beta of 0.85. The stock has a 50 day simple moving average of $234.52 and a two-hundred day simple moving average of $224.71. Ross Stores, Inc. has a fifty-two week low of $143.39 and a fifty-two week high of $257.00.

Ross Stores (NASDAQ:ROST – Get Free Report) last posted its quarterly earnings results on Thursday, August 20th. The apparel retailer reported $2.66 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.71. Ross Stores had a net margin of 10.85% and a return on equity of 39.29%. The firm had revenue of $6.26 billion during the quarter, compared to the consensus estimate of $6.16 billion. During the same period in the previous year, the firm posted $1.56 earnings per share. The business’s revenue was up 13.3% compared to the same quarter last year. Research analysts forecast that Ross Stores, Inc. will post 8.15 earnings per share for the current year. Ross Stores Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 8th will be given a $0.445 dividend. The ex-dividend date of this dividend is Tuesday, September 8th. This represents a $1.78 annualized dividend and a yield of 0.8%. Ross Stores’s dividend payout ratio (DPR) is presently 21.55%.

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

Positive Sentiment: Zacks raised its earnings forecasts across multiple future periods. Estimates increased for Q3 2027 through Q4 2028, Q1 2029, and FY2028. The FY2028 EPS forecast rose to $8.84 from $8.33, while the Q4 2028 estimate increased to $2.48 from $2.34. These revisions suggest analysts see better-than-expected earnings potential for Ross Stores. MarketBeat Ross Stores analyst estimates Positive Sentiment: Recent operating results provide support for the bullish estimate revisions. In its latest reported quarter, Ross Stores generated $6.26 billion in revenue, up 13.3% year over year, and posted $2.66 in EPS versus the $1.95 consensus estimate. The earnings beat and strong revenue growth indicate continued resilience in the off-price retail model. Neutral Sentiment: Zacks maintained a “Hold” rating. Although its forecasts improved, the unchanged rating signals that the analyst does not yet see enough risk-adjusted upside to recommend buying the shares. The current full-year EPS consensus remains $8.15. Zacks Ross Stores growth stock analysis Neutral Sentiment: The Q2 2026 earnings call transcript offers additional management commentary on sales trends, margins, inventory, store expansion and the outlook, but no specific new guidance details are provided in the article listing. Ross Stores Q2 2026 earnings call transcript Negative Sentiment: Valuation and limited analyst conviction remain headwinds. Ross Stores trades at roughly 28 times earnings, while its shares are below the 50-day moving average. With Zacks still at Hold and no fresh near-term catalyst, investors may be taking profits after the strong earnings performance. Analysts Set New Price Targets A number of research firms have recently issued reports on ROST. Truist Financial raised their target price on shares of Ross Stores from $290.00 to $310.00 and gave the stock a “buy” rating in a research note on Friday, August 21st. UBS Group upped their target price on Ross Stores from $232.00 to $239.00 and gave the company a “neutral” rating in a research report on Friday, August 21st. Telsey Advisory Group increased their target price on Ross Stores from $265.00 to $280.00 and gave the stock an “outperform” rating in a research note on Friday, August 14th. Morgan Stanley lifted their price objective on shares of Ross Stores from $231.00 to $234.00 and gave the stock an “equal weight” rating in a research note on Friday, August 21st. Finally, Robert W. Baird lifted their price objective on Ross Stores from $250.00 to $270.00 and gave the company an “outperform” rating in a report on Friday, August 21st. Fifteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, Ross Stores currently has a consensus rating of “Moderate Buy” and a consensus price target of $263.76.

View Our Latest Stock Analysis on Ross Stores

Ross Stores Company Profile (Free Report)

Ross Stores, Inc (NASDAQ: ROST) is an American off‑price retailer headquartered in Dublin, California, that operates the Ross Dress for Less and dd’s DISCOUNTS store formats. The company sells a broad assortment of apparel, footwear, home fashions, accessories and other soft goods, positioning itself as a value-oriented destination for brand‑name and fashion merchandise at reduced prices.

Ross’s business model centers on opportunistic buying of excess inventory, closeouts, cancelled orders and overstocks from manufacturers, department stores and other suppliers.

Recommended Stories Five stocks we like better than Ross Stores Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding ROST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ross Stores, Inc. (NASDAQ:ROST – Free Report).

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Zscaler Today

$169.80 -8.00 (-4.50%)

As of 09/4/2026 04:00 PM Eastern

$114.63▼

$336.99$215.90

Zscaler NASDAQ: ZS gave the market everything it could ask for in its fiscal fourth-quarter 2026 earnings report: outperformance, acceleration, wider margins, and strong guidance. The one thing it didn’t give was firm reassurance that the sales leadership transition was going smoothly. Execs noted the transition would play out in the first half of the year, but offered little color beyond that. The critical takeaway is that this is the catalyst for higher share prices, and news could come at any time.

Zscaler is not advancing as strongly as other cybersecurity stocks because of lost sales execs. While one was replaced early in the quarter, the loss led to cautious guidance, cautious analysts, and tepid stock price action. The upshot is that Zscaler, as the sector laggard with a catalyst ahead, is well positioned to advance aggressively once the headwind is removed. Until then, investors can focus on the results and price action, which underpin and reflect a market reversal.

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Zscaler Bottoms, on Cusp of Major Price InflectionZscaler’s chart price action is bullish, reflecting a Double-Bottom reversal pattern. The only bad news is that the pattern has yet to be confirmed, but that is likely over the coming months. Signs of strength include the action itself, high volume on buying days, and strengthening MACD, which points to improving momentum—each upswing is a little stronger than the last and likely to strengthen again, given the strength of results and guidance. Critical target levels are near $158 and $195, with the $158 support target potentially tested before a fresh high is set. Technical triggers include confirmed support at the low end of the range and/or a clear break to fresh highs.

Q4 results indicate the reversal will progress and new highs will be set. Revenue grew by 24.9%, accelerating year-over-year (YOY) to $898.19 million to outpace consensus by over 230 basis points. Strength came from new clients, penetration, and AI demand, with Security for AI Solutions growing 50% sequentially. Annual recurring revenue, an indicator of future revenue, also grew 25% both quarter over quarter and year over year, pointing to sustained strength in the coming quarters.

Margin news aligns with the bullish outlook, with GAAP and non-GAAP margins improving at the gross and operating levels. Key details include narrowing losses and improving adjusted profitability, with non-GAAP operating margin up 220 basis points (bps) to 24.3%. Adjusted earnings per share (EPS) were also solid, up by 34% and 10 cents better than expected. The only negative is a rising share count, but the increase is marginal, linked to share-based compensation, and insufficient to offset the equity gains.

The balance sheet reflects the impact of capital expenditures (CapEx), with cash down YOY, but that is the worst of the news. The cash depletion is offset by increased inventory and receivables; current and total assets are up, and liabilities increase. The net impact was a 44% increase in shareholder equity and the expectation of ample future cash flow to sustain future improvement.

Analysts Respond With Optimism: Forecast Complete Reversal in Price ActionZscaler Stock Forecast Today12-Month Stock Price Forecast:
$215.90
27.15% Upside

Moderate Buy
Based on 42 Analyst Ratings

Current Price$169.80High Forecast$390.00Average Forecast$215.90Low Forecast$150.00Zscaler Stock Forecast Details

Analysts expressed some skepticism about the sales team transition but were otherwise pleased with the results. Several analysts raised price targets immediately after the report, reinforcing the consensus target, which implies upside from recent levels. The fresh high is key because it puts the market above the critical resistance target and into a full technical reversal. In this scenario, ZS shares could move toward the high end of the range, pegged at $390.

Institutional activity suggests downside is limited, as they own about 46% of the stock and have been accumulating. More importantly, MarketBeat data indicates accelerated activity ahead of the release, underpinning late-summer support. The group is likely to remain active on dips, with the critical support target likely to trigger activity.

Zscaler’s biggest risk after the report is deceleration. While the latest results reflected acceleration, the guidance forecasts deceleration, which presents a headwind for sentiment. The caveat is that the quarter was strong and guidance came in well above forecasts. The likely outcome is that Zscaler has room to outperform its own guidance, potentially by a wide margin, as its zero-trust tools are in high demand, keeping analysts bullish and lifting estimates to align with reality. Agentic AI is the cybersecurity driver, and we’re in the very earliest phases of agentic rollout. Investors can expect agentic traffic and security needs to grow significantly over the next few years.

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AXQ Capital LP acquired a new stake in Northrop Grumman Corporation (NYSE:NOC – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 2,869 shares of the aerospace company’s stock, valued at approximately $1,461,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in NOC. BlackRock Inc. bought a new position in Northrop Grumman during the 2nd quarter worth about $6,001,616,000. Bank of America Corp DE bought a new stake in shares of Northrop Grumman in the second quarter valued at about $1,298,141,000. Capital World Investors boosted its position in shares of Northrop Grumman by 39.4% during the fourth quarter. Capital World Investors now owns 3,434,041 shares of the aerospace company’s stock worth $1,958,151,000 after buying an additional 970,029 shares during the period. Bank of New York Mellon Corp acquired a new position in shares of Northrop Grumman during the second quarter worth about $376,135,000. Finally, Corient Private Wealth LP bought a new position in shares of Northrop Grumman during the second quarter worth about $44,039,000. 83.40% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In Several brokerages have recently weighed in on NOC. Deutsche Bank Aktiengesellschaft set a $615.00 price target on shares of Northrop Grumman in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. reduced their target price on shares of Northrop Grumman from $635.00 to $600.00 and set a “neutral” rating for the company in a report on Thursday, July 23rd. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $653.00 target price on shares of Northrop Grumman in a research report on Wednesday, August 5th. Raymond James Financial reaffirmed an “outperform” rating on shares of Northrop Grumman in a research report on Monday, June 15th. Finally, Jefferies Financial Group cut their price target on shares of Northrop Grumman from $620.00 to $580.00 and set a “hold” rating on the stock in a research report on Friday, June 26th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $661.30.

Check Out Our Latest Report on NOC Insider Activity In other news, Director Mark Welsh, III sold 95 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $547.53, for a total transaction of $52,015.35. Following the completion of the sale, the director owned 4,393 shares in the company, valued at $2,405,299.29. The trade was a 2.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.21% of the stock is currently owned by corporate insiders.

Northrop Grumman Price Performance NYSE:NOC opened at $513.89 on Friday. The company has a market cap of $72.99 billion, a P/E ratio of 16.32, a P/E/G ratio of 3.10 and a beta of -0.11. The firm’s fifty day moving average price is $544.64 and its two-hundred day moving average price is $599.04. Northrop Grumman Corporation has a one year low of $479.02 and a one year high of $774.00. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.17 and a quick ratio of 1.06.

Northrop Grumman (NYSE:NOC – Get Free Report) last posted its earnings results on Tuesday, July 21st. The aerospace company reported $7.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.82 by $0.86. The company had revenue of $10.88 billion during the quarter, compared to analysts’ expectations of $10.80 billion. Northrop Grumman had a net margin of 10.48% and a return on equity of 24.25%. Northrop Grumman’s quarterly revenue was up 5.1% compared to the same quarter last year. During the same quarter last year, the company posted $8.15 EPS. Northrop Grumman has set its FY 2026 guidance at 28.600-29.100 EPS. Equities analysts expect that Northrop Grumman Corporation will post 28.97 earnings per share for the current year.

Northrop Grumman Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Monday, August 31st will be given a dividend of $2.47 per share. The ex-dividend date is Monday, August 31st. This represents a $9.88 annualized dividend and a yield of 1.9%. Northrop Grumman’s dividend payout ratio (DPR) is 31.39%.

(Free Report)

Northrop Grumman Corporation (NYSE: NOC) is a leading U.S.-based aerospace and defense company that designs, builds and sustains advanced systems, products and technologies for government and commercial customers. Formed through the combination of Northrop and Grumman businesses in the 1990s, the company’s portfolio spans manned and unmanned aircraft, space systems, missile defense, radar and sensor systems, and integrated command, control, communications, computers, intelligence, surveillance and reconnaissance (C4ISR) solutions.

The company’s work includes airframe and platform manufacturing, space hardware and satellite systems, advanced mission systems and cybersecurity services, as well as logistics, sustainment and modernization programs.

Recommended Stories Five stocks we like better than Northrop Grumman Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding NOC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Northrop Grumman Corporation (NYSE:NOC – Free Report).

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AlphaGrep UK Ltd purchased a new position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 533 shares of the construction company’s stock, valued at approximately $1,056,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Turner Financial Group Inc. purchased a new position in Comfort Systems USA in the second quarter valued at approximately $338,000. Three Seasons Wealth LLC acquired a new stake in Comfort Systems USA in the 2nd quarter valued at $565,000. SMART Wealth LLC purchased a new position in Comfort Systems USA in the second quarter valued at about $200,000. Comprehensive Financial Planning Inc. PA purchased a new position in Comfort Systems USA in the second quarter valued at about $347,000. Finally, Concurrent Investment Advisors LLC lifted its stake in shares of Comfort Systems USA by 304.0% during the second quarter. Concurrent Investment Advisors LLC now owns 3,741 shares of the construction company’s stock worth $7,414,000 after purchasing an additional 2,815 shares in the last quarter. 96.51% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Comfort Systems USA In related news, insider Brian Lane sold 16,024 shares of the company’s stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $1,608.21, for a total value of $25,769,957.04. Following the completion of the sale, the insider owned 145,065 shares of the company’s stock, valued at $233,294,983.65. This represents a 9.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO William George, III sold 2,554 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,859.65, for a total transaction of $4,749,546.10. Following the completion of the transaction, the chief financial officer owned 30,250 shares of the company’s stock, valued at $56,254,412.50. This trade represents a 7.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 32,778 shares of company stock valued at $56,306,777. 1.24% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets FIX has been the subject of a number of recent research reports. DA Davidson started coverage on Comfort Systems USA in a research note on Friday, August 21st. They issued a “buy” rating and a $2,100.00 target price for the company. The Goldman Sachs Group started coverage on Comfort Systems USA in a research report on Thursday, July 9th. They set a “buy” rating and a $2,159.00 price target on the stock. Zacks Research upgraded shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. Stifel Nicolaus set a $1,910.00 target price on shares of Comfort Systems USA in a research report on Monday, July 27th. Finally, KeyCorp raised their price target on shares of Comfort Systems USA from $2,004.00 to $2,110.00 and gave the company an “overweight” rating in a report on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $2,082.86. View Our Latest Analysis on FIX

Comfort Systems USA Price Performance Shares of NYSE:FIX opened at $1,611.87 on Friday. The firm’s 50 day moving average is $1,708.39 and its two-hundred day moving average is $1,678.66. Comfort Systems USA, Inc. has a 52 week low of $682.00 and a 52 week high of $2,073.99. The firm has a market capitalization of $56.72 billion, a P/E ratio of 39.64 and a beta of 1.67. The company has a current ratio of 1.21, a quick ratio of 1.19 and a debt-to-equity ratio of 0.02.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $10.45 by $2.08. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%.The business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $2.99 billion. During the same period in the previous year, the firm posted $6.53 earnings per share. The business’s revenue was up 50.3% on a year-over-year basis. Analysts anticipate that Comfort Systems USA, Inc. will post 47.2 earnings per share for the current year.

Comfort Systems USA Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Monday, August 24th. Stockholders of record on Thursday, August 13th were paid a $0.90 dividend. The ex-dividend date of this dividend was Thursday, August 13th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.80. This represents a $3.60 annualized dividend and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio (DPR) is currently 8.85%.

(Free Report)

Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.

Read More Five stocks we like better than Comfort Systems USA Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding FIX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Comfort Systems USA, Inc. (NYSE:FIX – Free Report).

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Jupiter Topco LLC acquired a new position in shares of Leidos Holdings, Inc. (NYSE:LDOS – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 15,708 shares of the aerospace company’s stock, valued at approximately $1,617,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LDOS. BlackRock Inc. acquired a new position in shares of Leidos in the 2nd quarter worth approximately $1,024,436,000. Diamant Asset Management Inc. increased its position in shares of Leidos by 16,475.4% during the first quarter. Diamant Asset Management Inc. now owns 4,156,784 shares of the aerospace company’s stock worth $646,463,000 after buying an additional 4,131,706 shares during the period. Norges Bank bought a new position in Leidos during the fourth quarter worth $318,839,000. SG Americas Securities LLC raised its stake in Leidos by 998.6% during the first quarter. SG Americas Securities LLC now owns 1,097,724 shares of the aerospace company’s stock worth $170,718,000 after buying an additional 997,807 shares during the last quarter. Finally, Deutsche Bank AG acquired a new position in Leidos in the second quarter valued at $68,998,000. 76.12% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets A number of brokerages have recently issued reports on LDOS. Citigroup boosted their price objective on Leidos from $138.00 to $161.00 and gave the company a “buy” rating in a research note on Tuesday, August 11th. JPMorgan Chase & Co. lowered their target price on Leidos from $210.00 to $160.00 and set an “overweight” rating for the company in a report on Monday, July 13th. TD Cowen boosted their price target on Leidos from $115.00 to $135.00 and gave the company a “hold” rating in a research note on Friday, August 7th. Wall Street Zen raised shares of Leidos from a “hold” rating to a “buy” rating in a research report on Thursday, July 16th. Finally, Jefferies Financial Group reiterated a “hold” rating and set a $145.00 target price on shares of Leidos in a research report on Sunday, August 9th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Leidos has an average rating of “Hold” and a consensus target price of $162.93.

View Our Latest Report on LDOS Insiders Place Their Bets In other news, Director Gary May sold 1,000 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $140.85, for a total value of $140,850.00. Following the completion of the sale, the director owned 10,204 shares in the company, valued at $1,437,233.40. This represents a 8.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Noel Geer sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $140.66, for a total transaction of $1,406,600.00. Following the transaction, the director directly owned 34,274 shares in the company, valued at $4,820,980.84. The trade was a 22.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is owned by insiders.

Leidos Trading Up 0.6% LDOS opened at $133.19 on Friday. Leidos Holdings, Inc. has a fifty-two week low of $98.86 and a fifty-two week high of $205.77. The firm has a market capitalization of $16.71 billion, a PE ratio of 12.42, a P/E/G ratio of 1.47 and a beta of 0.56. The company has a debt-to-equity ratio of 1.13, a current ratio of 1.63 and a quick ratio of 1.60. The company’s 50-day moving average is $123.14 and its 200 day moving average is $137.80.

Leidos (NYSE:LDOS – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $2.91 by $0.35. The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.44 billion. Leidos had a return on equity of 30.81% and a net margin of 7.80%.The company’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same period in the previous year, the company posted $3.21 EPS. Leidos has set its FY 2026 guidance at 12.200-12.500 EPS. As a group, research analysts predict that Leidos Holdings, Inc. will post 12.38 earnings per share for the current fiscal year.

Leidos Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.43 per share. The ex-dividend date is Tuesday, September 15th. This represents a $1.72 annualized dividend and a yield of 1.3%. Leidos’s dividend payout ratio (DPR) is 16.04%.

Leidos announced that its Board of Directors has approved a share buyback plan on Friday, July 31st that allows the company to buyback 20,000,000 shares. This buyback authorization allows the aerospace company to repurchase shares of its stock through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its stock is undervalued.

Leidos Profile (Free Report)

Leidos is an American technology and engineering company that provides services and solutions to government and commercial customers, with a strong focus on national security, defense, intelligence, and civil government markets. The company delivers systems integration, engineering, cybersecurity, software development, data analytics, cloud migration and managed IT services, as well as mission support for complex programs. Leidos’ work spans areas such as C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance), secure communications, sensors and systems engineering, and health IT solutions for public-sector healthcare programs.

Leidos traces its corporate roots to Science Applications International Corporation (SAIC) and emerged as an independent, publicly traded company following a corporate separation in 2013.

See Also Five stocks we like better than Leidos Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding LDOS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Leidos Holdings, Inc. (NYSE:LDOS – Free Report).

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Goldman sees USD/JPY falling to 140-145, while Crédit Agricole forecasts a rebound to 163 by December. The US Dollar to Japanese Yen (USD/JPY) exchange rate ended Friday near 156.25 following one of its sharpest weekly reversals of 2026.

USD/JPY fell from above 160.00 to a low near 155.31 before recovering 0.38% during Friday's session.

The move has opened a striking disagreement between a Goldman Sachs trader and Crédit Agricole.

Image: USD JPY 48hr chart The 48-hour chart shows the pair falling almost continuously from 158.95 before stabilising around 156.25.

Support is located near 155.30, while a recovery through 157.10-157.25 would weaken the immediate bearish signal.

Goldman analyst outlines 140-145 scenario A Goldman G10 spot trader linked the Yen's advance to hawkish Bank of Japan comments, carry-trade liquidation and speculation that Japan's GPIF could increase its domestic bond allocation.

The trader said: "If US data comes in softer, or the Fed isn't able to hike, and in combination with that, the BOJ come across more hawkish, I think you can see USDJPY continue to grind lower. But it really is all about this shift from the GPIF which really gets us lower into the 140-145 range over the next 6-12 months."

The 140-145 range is a conditional trader view, not the official Goldman Sachs house forecast.

Friday's 162,000 payroll increase also challenges one of its central assumptions by reducing the immediate risk of softer US data or a less hawkish Federal Reserve.

Crédit Agricole sees a return to 163 Crédit Agricole takes the opposite near-term view, forecasting USD/JPY at 162 in September and 163 in December.

Its projections then decline gradually to 162 in March 2027, 161 in June, 158 in September and 156 by December 2027.

The bank said: "Record levels of intervention have capped USD/JPY’s rally at 164, but for the JPY to stage a sustainable rally the BoJ needs to accelerate the pace of its rate hikes reducing the currency’s appeal as a carry funder."

It added: "Elevated oil prices and investor concerns about Japan’s fiscal sustainability still weigh on the JPY."

A GPIF shift could change that balance.

Crédit Agricole noted: "If Japan’s GPIF allocates more of its AUM to domestic bonds capping super-long end JGB yields, fiscal sustainability concerns would ease."

The MUFG forecast for USD/JPY at 152 sits much closer to the Goldman trader's direction than Crédit Agricole's 163 call.

Price action around 155.30 and 157.25 will provide the first indication of whether the latest Yen surge is extending or beginning to correct.

Exchange Rates UK Research Our currency coverage draws on live market data, official economic releases and published bank research.

Korea Investment CORP acquired a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,987,245 shares of the electric vehicle producer’s stock, valued at approximately $835,835,000. Tesla accounts for approximately 1.6% of Korea Investment CORP’s investment portfolio, making the stock its 11th biggest holding. Korea Investment CORP owned about 0.05% of Tesla at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of TSLA. EP Wealth Advisors LLC acquired a new position in shares of Tesla in the second quarter worth about $55,358,000. Heartland Bank & Trust Co purchased a new stake in Tesla during the 2nd quarter worth approximately $3,245,000. M1 Capital Management LLC acquired a new position in shares of Tesla in the 2nd quarter valued at approximately $2,210,000. Rakuten Securities Inc. purchased a new position in shares of Tesla during the 2nd quarter valued at approximately $12,737,000. Finally, Ieq Capital LLC purchased a new position in shares of Tesla during the 2nd quarter valued at approximately $173,990,000. 66.20% of the stock is currently owned by hedge funds and other institutional investors.

Tesla Stock Performance Shares of TSLA opened at $354.08 on Friday. Tesla, Inc. has a 1 year low of $297.38 and a 1 year high of $498.83. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.55 and a current ratio of 1.94. The company has a market cap of $1.40 trillion, a price-to-earnings ratio of 327.85, a price-to-earnings-growth ratio of 19.00 and a beta of 1.84. The firm has a fifty day moving average of $358.22 and a 200-day moving average of $383.10.

Tesla (NASDAQ:TSLA – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 EPS for the quarter, missing the consensus estimate of $0.50 by ($0.17). The firm had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. Tesla’s revenue for the quarter was up 25.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.33 EPS. As a group, equities analysts anticipate that Tesla, Inc. will post 0.88 earnings per share for the current year. More Tesla News Here are the key news stories impacting Tesla this week:

Positive Sentiment: Tesla began offering limited Cybercab rides in Austin, marking tangible progress toward its long-promised autonomous-vehicle strategy. The company is also soliciting interest from businesses that may purchase Cybercab fleets or provide supporting infrastructure, potentially expanding the model beyond Tesla-operated vehicles. Tesla Cybercab Hits Austin Streets Positive Sentiment: Tesla said the Cybercab motor uses no rare-earth metals, which could reduce supply-chain exposure. Separately, French authorities began testing Tesla’s Full Self-Driving technology, a possible step toward European regulatory progress. Cybercab Rare-Earth-Free Motor Neutral Sentiment: Technical analysts identified potential support around $330–$331 after the stock failed to hold resistance near $380. A successful rebound could restore momentum, but a break below roughly $347 could increase downside pressure. Tesla Forecast and Technical Levels Negative Sentiment: The National Highway Traffic Safety Administration opened an audit involving approximately 1,000 Cybercabs. Regulators are reviewing Tesla’s self-certification and whether a vehicle without a steering wheel, pedals or conventional mirrors complies with federal safety standards, creating potential approval and rollout delays. NHTSA Cybercab Probe Negative Sentiment: Analysts and financial media characterized the event as underwhelming, citing limited updates and unanswered questions about manufacturing scale, commercialization and economics. Bearish commentary—including a reiterated sell rating and an extreme downside forecast—added to the pressure, especially given Tesla’s very high earnings multiple and recent EPS miss. Tesla Stock Drops After Cybercab Update Insider Activity at Tesla In related news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the sale, the chief financial officer owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by corporate insiders.

Analysts Set New Price Targets A number of analysts recently issued reports on the stock. Cantor Fitzgerald restated an “overweight” rating and issued a $485.00 price target (down from $510.00) on shares of Tesla in a research note on Thursday, July 23rd. Roth Capital reiterated a “buy” rating and set a $505.00 price objective on shares of Tesla in a research note on Thursday, July 23rd. Glj Research reissued a “sell” rating on shares of Tesla in a research report on Friday. HSBC restated a “hold” rating on shares of Tesla in a research note on Monday, June 15th. Finally, The Goldman Sachs Group began coverage on Tesla in a research note on Friday, June 5th. They issued a “buy” rating for the company. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Tesla presently has an average rating of “Hold” and a consensus price target of $401.74.

Check Out Our Latest Research Report on TSLA

Tesla Profile (Free Report)

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.

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Alta Advisers Ltd purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 10,912 shares of the electric vehicle producer’s stock, valued at approximately $4,590,000. Tesla makes up 1.0% of Alta Advisers Ltd’s holdings, making the stock its 15th biggest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. Chapman Financial Group LLC bought a new stake in shares of Tesla during the 2nd quarter worth about $26,000. Friedenthal Financial lifted its stake in shares of Tesla by 66.7% in the first quarter. Friedenthal Financial now owns 75 shares of the electric vehicle producer’s stock worth $28,000 after buying an additional 30 shares during the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of Tesla during the 3rd quarter worth $30,000. Texas Capital Bancshares Inc TX bought a new stake in shares of Tesla during the 3rd quarter worth $31,000. Finally, Harborfront Financial Group LLC acquired a new position in Tesla in the 2nd quarter valued at $34,000. Institutional investors and hedge funds own 66.20% of the company’s stock.

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

Positive Sentiment: Tesla began offering limited Cybercab rides in Austin, marking tangible progress toward its long-promised autonomous-vehicle strategy. The company is also soliciting interest from businesses that may purchase Cybercab fleets or provide supporting infrastructure, potentially expanding the model beyond Tesla-operated vehicles. Tesla Cybercab Hits Austin Streets Positive Sentiment: Tesla said the Cybercab motor uses no rare-earth metals, which could reduce supply-chain exposure. Separately, French authorities began testing Tesla’s Full Self-Driving technology, a possible step toward European regulatory progress. Cybercab Rare-Earth-Free Motor Neutral Sentiment: Technical analysts identified potential support around $330–$331 after the stock failed to hold resistance near $380. A successful rebound could restore momentum, but a break below roughly $347 could increase downside pressure. Tesla Forecast and Technical Levels Negative Sentiment: The National Highway Traffic Safety Administration opened an audit involving approximately 1,000 Cybercabs. Regulators are reviewing Tesla’s self-certification and whether a vehicle without a steering wheel, pedals or conventional mirrors complies with federal safety standards, creating potential approval and rollout delays. NHTSA Cybercab Probe Negative Sentiment: Analysts and financial media characterized the event as underwhelming, citing limited updates and unanswered questions about manufacturing scale, commercialization and economics. Bearish commentary—including a reiterated sell rating and an extreme downside forecast—added to the pressure, especially given Tesla’s very high earnings multiple and recent EPS miss. Tesla Stock Drops After Cybercab Update Tesla Trading Down 5.9% Shares of NASDAQ TSLA opened at $354.08 on Friday. Tesla, Inc. has a 1-year low of $297.38 and a 1-year high of $498.83. The company has a market cap of $1.40 trillion, a PE ratio of 327.85, a P/E/G ratio of 19.00 and a beta of 1.84. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average of $358.22 and a two-hundred day moving average of $383.10. Tesla (NASDAQ:TSLA – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). The company had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. The business’s revenue for the quarter was up 25.5% compared to the same quarter last year. During the same period last year, the company earned $0.33 EPS. As a group, equities analysts expect that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year.

Analysts Set New Price Targets A number of research firms have weighed in on TSLA. Deutsche Bank Aktiengesellschaft set a $420.00 target price on shares of Tesla in a research report on Monday, July 27th. Citizens Jmp began coverage on Tesla in a research report on Thursday, July 9th. They issued a “market perform” rating on the stock. Phillip Securities dropped their price objective on Tesla from $220.00 to $215.00 and set a “sell” rating on the stock in a research note on Wednesday, May 13th. BMO Capital Markets initiated coverage on Tesla in a research note on Monday, August 17th. They set an “outperform” rating for the company. Finally, Truist Financial set a $370.00 target price on Tesla and gave the company a “hold” rating in a report on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $401.74.

Check Out Our Latest Stock Report on TSLA

Insider Transactions at Tesla In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. This represents a 10.57% 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 sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 19.90% of the company’s stock.

About Tesla (Free Report)

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.

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Whatever Google has done to improve its artificial intelligence assistant app, called Gemini, over the past year has clearly been worth it.

From 400 million monthly users in May 2025 to 1 billion monthly users as of last month, the app has become the fastest-growing product in Alphabet's (GOOG -1.05%) (GOOGL -1.11%) history. It's the sort of progress that almost makes the $200 billion the company has budgeted for AI infrastructure investments this year worth it.Almost.

Whatever the case, Alphabet's leadership on multiple AI fronts -- regardless of the cost -- makes its stock worth stepping into, particularly following its weakness since May.

The free, consumer-facing version of Gemini was never the point Congratulations are in order. Not only has Alphabet's Gemini dramatically expanded its user base, but it's taking market share away from OpenAI's market-leading ChatGPT (according to numbers from Sensor Tower), as well as from Grok and Perplexity.

Just don't lose perspective on the dynamic. Although it's difficult to measure, it would be short-sighted to ignore that Gemini's traffic is at least partially cannibalizing some of Google's search engine queries, even if Gemini's traffic is somewhat comparably monetized.

Don't worry about it too much either way, though. See, the bulk of Alphabet's AI spending was never really about a consumer-facing version of Gemini anyway.

Image source: Getty Images.

Don't misunderstand. There's a consumer AI assistant market to be sure.

The crux of the AI investments that the company is making this year, however, is the construction of new AI data centers and hardware that won't necessarily serve a large number of users, but will more deeply serve a smaller number of more active paying customers with tools like Gemini Robotics ER (embodied reasoning), or Gemini Enterprise for Legal, meant for legal professionals.

Then there are the solutions that aren't interfaced through any iteration of Gemini at all, like machine learning platform Document AI, or AutoML Image, the latter of which trains a platform to understand what digital images are portraying.

These institutional uses of Alphabet's tech were always going to be the company's bigger AI profit center, even if they aren't yet. A recent outlook from Precedence Research suggests the enterprise-level artificial intelligence industry is poised to grow just under 40% between now and 2035, from last year's $21 billion to 2035's expected $592 billion.

Given this, Alphabet's seemingly aggressive AI capex budget of $200 billion this year is justified, as long as Alphabet remains ahead of its competition and keeps itself positioned to win at least its fair share of this growth.

A must-do, but worth it Much can change in 10 years, of course. In the meantime, $200 billion is a lot of money to spend... even for Alphabet. It's not as if this is an ironclad, risk-free spending plan that will be painless to execute.

It's a spending plan the company must execute, however, if for no other reason than because most of its competitors are spending similarly for the same reason. It will be worth it in the long run. It's just got next to nothing to do with how many non-paying consumers are now regularly using the free version of Gemini.

Asset Allocation & Management Company LLC cut its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 53.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,323 shares of the software giant’s stock after selling 1,517 shares during the period. Microsoft accounts for about 0.2% of Asset Allocation & Management Company LLC’s portfolio, making the stock its 26th largest holding. Asset Allocation & Management Company LLC’s holdings in Microsoft were worth $494,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in MSFT. Winebrenner Capital Management LLC increased its stake in Microsoft by 12.1% during the second quarter. Winebrenner Capital Management LLC now owns 4,404 shares of the software giant’s stock worth $1,643,000 after acquiring an additional 475 shares during the last quarter. Keudell Morrison Wealth Management grew its holdings in shares of Microsoft by 0.6% during the 2nd quarter. Keudell Morrison Wealth Management now owns 20,062 shares of the software giant’s stock worth $7,483,000 after purchasing an additional 120 shares during the period. Gemmer Asset Management LLC grew its holdings in shares of Microsoft by 3.2% during the 2nd quarter. Gemmer Asset Management LLC now owns 14,514 shares of the software giant’s stock worth $5,414,000 after purchasing an additional 454 shares during the period. FSM Wealth Advisors LLC increased its position in shares of Microsoft by 15.6% during the 2nd quarter. FSM Wealth Advisors LLC now owns 33,780 shares of the software giant’s stock worth $12,600,000 after purchasing an additional 4,550 shares during the last quarter. Finally, Range Financial Group LLC raised its holdings in Microsoft by 2.6% in the 2nd quarter. Range Financial Group LLC now owns 4,005 shares of the software giant’s stock valued at $1,494,000 after buying an additional 103 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes MSFT has been the topic of a number of recent analyst reports. Sanford C. Bernstein set a $660.00 target price on shares of Microsoft in a research report on Monday, August 10th. Truist Financial reissued a “buy” rating and issued a $575.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Wedbush restated an “outperform” rating and issued a $575.00 price objective on shares of Microsoft in a report on Wednesday, May 13th. Phillip Securities cut shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research report on Monday, August 3rd. Finally, TD Cowen reiterated a “buy” rating and issued a $540.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $564.27.

View Our Latest Report on Microsoft Insider Activity at Microsoft In other Microsoft news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 108,335 shares of company stock worth $53,499,700 over the last 90 days. Company insiders own 0.03% of the company’s stock.

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

Positive Sentiment: Microsoft’s decision to disclose Azure revenue separately beginning in fiscal 2027 is improving visibility into its cloud business. Azure generated $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, while the company’s remaining performance obligations reached $678 billion. The clearer reporting may help investors assess Microsoft’s position against Amazon Web Services and Google Cloud. Microsoft Finally Reveals Azure’s Core Positive Sentiment: Stifel raised its Microsoft price target to $530, citing improving Copilot adoption and artificial-intelligence momentum. OpenAI’s launch of GPT-6 Astra could also benefit Microsoft because Azure customers are reportedly already using the model, strengthening the strategic value of Microsoft’s OpenAI relationship. Stifel raises Microsoft price target Neutral Sentiment: Microsoft is reorganizing its reporting structure around “Devices and Consumer” and “Agents and Infra.” The change could make AI economics easier to evaluate, but it may also increase scrutiny of spending and margins once the new disclosures begin. Negative Sentiment: Investors remain concerned that Microsoft’s AI buildout is becoming increasingly expensive. Capital expenditures reached about $41 billion in the latest quarter, cloud gross margin reportedly fell to roughly 65% from 67%, and the company plans to continue adding data centers and AI capacity. The risk is that depreciation, power and chip costs could delay returns on the large backlog. Microsoft faces pressure despite cloud and AI growth Negative Sentiment: CEO Satya Nadella sold 86,525 shares worth approximately $43.4 million. The sale was executed under a pre-arranged Rule 10b5-1 plan, limiting its value as a business signal, but the transaction can still add short-term sentiment pressure after the stock’s run-up. Satya Nadella sells Microsoft stock Negative Sentiment: Microsoft is limiting Xbox Game Pass cloud gaming to 15 hours per month for some subscribers as infrastructure costs rise. The move may improve service economics, but it risks frustrating users and weakening Microsoft’s consumer-gaming proposition. Microsoft limits Xbox cloud gaming Microsoft Price Performance Shares of NASDAQ MSFT opened at $499.70 on Friday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The stock has a 50 day moving average of $444.52 and a two-hundred day moving average of $415.80. The stock has a market cap of $3.71 trillion, a P/E ratio of 27.82, a P/E/G ratio of 1.64 and a beta of 1.11.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the company earned $3.65 earnings per share. On average, research analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is currently 20.27%.

About Microsoft (Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

See Also Five stocks we like better than Microsoft Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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FSM Wealth Advisors LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 15.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,780 shares of the software giant’s stock after buying an additional 4,550 shares during the quarter. Microsoft comprises approximately 1.3% of FSM Wealth Advisors LLC’s holdings, making the stock its 12th biggest position. FSM Wealth Advisors LLC’s holdings in Microsoft were worth $12,600,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors bought a new stake in shares of Microsoft during the 4th quarter worth approximately $34,000. Frankly Finances LLC bought a new position in shares of Microsoft in the 2nd quarter valued at $35,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the fourth quarter worth about $36,000. Finally, Fairway Wealth LLC boosted its position in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

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

Positive Sentiment: Microsoft’s decision to disclose Azure revenue separately beginning in fiscal 2027 is improving visibility into its cloud business. Azure generated $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, while the company’s remaining performance obligations reached $678 billion. The clearer reporting may help investors assess Microsoft’s position against Amazon Web Services and Google Cloud. Microsoft Finally Reveals Azure’s Core Positive Sentiment: Stifel raised its Microsoft price target to $530, citing improving Copilot adoption and artificial-intelligence momentum. OpenAI’s launch of GPT-6 Astra could also benefit Microsoft because Azure customers are reportedly already using the model, strengthening the strategic value of Microsoft’s OpenAI relationship. Stifel raises Microsoft price target Neutral Sentiment: Microsoft is reorganizing its reporting structure around “Devices and Consumer” and “Agents and Infra.” The change could make AI economics easier to evaluate, but it may also increase scrutiny of spending and margins once the new disclosures begin. Negative Sentiment: Investors remain concerned that Microsoft’s AI buildout is becoming increasingly expensive. Capital expenditures reached about $41 billion in the latest quarter, cloud gross margin reportedly fell to roughly 65% from 67%, and the company plans to continue adding data centers and AI capacity. The risk is that depreciation, power and chip costs could delay returns on the large backlog. Microsoft faces pressure despite cloud and AI growth Negative Sentiment: CEO Satya Nadella sold 86,525 shares worth approximately $43.4 million. The sale was executed under a pre-arranged Rule 10b5-1 plan, limiting its value as a business signal, but the transaction can still add short-term sentiment pressure after the stock’s run-up. Satya Nadella sells Microsoft stock Negative Sentiment: Microsoft is limiting Xbox Game Pass cloud gaming to 15 hours per month for some subscribers as infrastructure costs rise. The move may improve service economics, but it risks frustrating users and weakening Microsoft’s consumer-gaming proposition. Microsoft limits Xbox cloud gaming Insider Buying and Selling In other news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a legal filing 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. Also, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 108,335 shares of company stock valued at $53,499,700 over the last ninety days. 0.03% of the stock is owned by insiders. Microsoft Stock Down 2.0% Shares of NASDAQ MSFT opened at $499.70 on Friday. The business has a 50-day moving average of $444.52 and a 200-day moving average of $415.80. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 27.82, a PEG ratio of 1.64 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.65 earnings per share. Sell-side analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 20.27%.

Analyst Upgrades and Downgrades Several research firms have recently issued reports on MSFT. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research note on Thursday, July 30th. Weiss Ratings raised Microsoft from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, August 27th. Wolfe Research restated an “outperform” rating and issued a $550.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Piper Sandler boosted their price target on shares of Microsoft from $540.00 to $550.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $515.00 price objective on shares of Microsoft in a report on Wednesday, July 22nd. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $564.27.

Get Our Latest Research Report on MSFT

About Microsoft (Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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Fort Washington Investment Advisors Inc. OH raised its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,764,618 shares of the computer hardware maker’s stock after purchasing an additional 24,571 shares during the quarter. NVIDIA accounts for about 2.8% of Fort Washington Investment Advisors Inc. OH’s holdings, making the stock its 5th biggest holding. Fort Washington Investment Advisors Inc. OH’s holdings in NVIDIA were worth $553,172,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of NVDA. State Street Corp grew its holdings in NVIDIA by 1.2% in the fourth quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after purchasing an additional 11,451,386 shares during the period. Geode Capital Management LLC raised its position in NVIDIA by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after buying an additional 3,383,441 shares during the last quarter. Norges Bank bought a new stake in NVIDIA in the 4th quarter worth about $62,244,133,000. Bank of America Corp DE raised its stake in shares of NVIDIA by 2.1% during the 1st quarter. Bank of America Corp DE now owns 191,200,989 shares of the computer hardware maker’s stock worth $33,345,453,000 after purchasing an additional 4,019,505 shares during the period. Finally, Legal & General Group Plc grew its position in shares of NVIDIA by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after acquiring an additional 2,609,560 shares during the period. Institutional investors own 65.27% of the company’s stock.

Analyst Upgrades and Downgrades A number of equities analysts have recently commented on NVDA shares. New Street Research cut their price target on NVIDIA from $343.00 to $340.00 in a report on Thursday, May 21st. China Renaissance increased their price target on shares of NVIDIA from $319.00 to $330.00 and gave the company a “buy” rating in a research report on Monday, August 31st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $315.00 price target on shares of NVIDIA in a research note on Tuesday, August 11th. UBS Group set a $300.00 price objective on shares of NVIDIA and gave the stock a “buy” rating in a report on Thursday, August 27th. Finally, Wedbush increased their price objective on NVIDIA from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, August 27th. Two analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $324.83.

Read Our Latest Stock Analysis on NVDA NVIDIA News Summary Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Hugging Face expands NVIDIA’s AI ecosystem: The acquisition gives NVIDIA access to Hugging Face’s open-source platform, which hosts millions of models, applications and datasets used by more than 18 million developers. Investors view the deal as a way to deepen CUDA adoption, strengthen NVIDIA’s software moat and position the company as an AI platform provider rather than solely a chip supplier. Management says Hugging Face will remain open to the broader AI ecosystem. Why NVIDIA’s defensive move to acquire Hugging Face is about much more than chips Positive Sentiment: New consumer AI revenue channel: Lenovo and Acer are expected to launch Windows PCs powered by NVIDIA’s RTX Spark chip in October. Local AI processing could expand NVIDIA’s addressable market while reducing reliance on cloud data centers. HP also announced new OmniBook PCs using RTX Spark technology. NVIDIA sets October launch for RTX Spark AI PCs Positive Sentiment: Analyst support and demand remain strong: Needham and Rosenblatt reaffirmed Buy ratings with price targets of $300 and $390, respectively. Recent earnings showed revenue growth above 100%, a 63.7% net margin and results ahead of consensus, while management’s long-term outlook continues to imply robust AI infrastructure spending. NVIDIA’s equity investments in companies such as OpenAI, CoreWeave and Nebius have also grown substantially, reinforcing its influence across the AI supply chain. NVIDIA has built a $99 billion equity portfolio Neutral Sentiment: Competitive and valuation considerations: NVIDIA remains dominant, but AMD, Broadcom and Intel are pursuing AI and server opportunities. Rising memory and optical-networking costs could pressure gross margins even if they confirm that demand exceeds supply. Negative Sentiment: Insider selling adds a cautionary signal: Director Mark Stevens sold roughly 648,500 shares in two transactions, while EVP Timothy Teter sold 30,000 shares. The sales were disclosed under planned transactions and represent small portions of their remaining holdings, limiting their significance but potentially weighing on sentiment. Insider Transactions at NVIDIA In related news, Director Mark A. Stevens sold 885,000 shares of the stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. This represents a 14.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy S. Teter sold 30,000 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $217.88, for a total value of $6,536,400.00. Following the completion of the sale, the executive vice president directly owned 2,687,660 shares of the company’s stock, valued at $585,587,360.80. This trade represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,563,501 shares of company stock worth $335,380,530 over the last three months. Corporate insiders own 3.94% of the company’s stock.

NVIDIA Stock Up 0.8% Shares of NVDA opened at $230.36 on Friday. The business’s 50 day simple moving average is $210.61 and its 200-day simple moving average is $202.05. NVIDIA Corporation has a 1 year low of $164.07 and a 1 year high of $236.54. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85. The stock has a market capitalization of $5.55 trillion, a price-to-earnings ratio of 29.12, a price-to-earnings-growth ratio of 1.79 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The firm had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. During the same quarter in the previous year, the company posted $1.05 EPS. The company’s revenue for the quarter was up 105.9% compared to the same quarter last year. As a group, equities analysts expect that NVIDIA Corporation will post 9.1 earnings per share for the current fiscal year.

NVIDIA Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

NVIDIA announced that its Board of Directors has initiated a stock repurchase plan on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization authorizes the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

About NVIDIA (Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

See Also Five stocks we like better than NVIDIA Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

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