Identifying Market Opportunities Daily

Company Overview Instacart received a major vote of confidence this morning when BMO Capital Markets upgraded the stock to Outperform from Market Perform with a $58 price target - representing approximately 55% upside from current levels around $37. The upgrade comes...

Company Overview Gilead Sciences reported impressive Q3 2025 results in early November that beat analyst expectations across the board, with revenue growing 7% year-over-year to $7.5 billion (versus $7 billion expected) and non-GAAP EPS hitting $2.02 compared to the...

Company Overview Disney enters the final stretch of fiscal 2025 with powerful momentum across all business segments, having raised its full-year adjusted EPS guidance to $5.85 - representing 18% growth year-over-year and a significant increase from the $5.75 guidance...

Company Overview Arm Holdings delivered a blockbuster earnings report after yesterday's market close that sent shares soaring over 5% in pre-market trading, as the chip designer posted record second-quarter fiscal 2026 revenue of $1.14 billion - up an impressive 34%...

Company Overview Qualcomm reports its fiscal Q4 2025 earnings after today's market close, and Wall Street is anticipating another strong quarter from the wireless semiconductor leader that's rapidly evolving beyond its smartphone roots. Analysts expect the company to...

Company Overview Hamilton Lane delivered a stunning earnings report this morning that sent shares soaring 7.2% to $123.20, as the alternative investment management firm posted results that obliterated analyst expectations across every major metric. The company...

Company Overview ON Semiconductor reported earnings this morning with Q3 EPS of $0.63 beating the consensus estimate of $0.59 by $0.04, while the company's revenue of $1.55 billion topped analyst expectations. This marks a significant beat for the automotive and...

Company Overview Shares of electric vehicle charging company EVgo jumped in the afternoon session on Friday after positive analyst ratings highlighted a favorable outlook, with a consensus of six analysts holding a 'Buy' rating, and 83% of analysts recommending either...

Merck & Co., Inc. (NYSE: MRK) Company Overview Merck reported third-quarter earnings and revenue this morning that topped estimates, with the drugmaker also narrowing its full-year profit outlook to reflect lower estimated tariff costs. The company's Q3 2025...

Company Overview Wayfair shares climbed more than 20% on Tuesday after the online home goods company beat Wall Street estimates and reported revenue that jumped 8% in the third quarter. The Boston-based e-commerce retailer posted adjusted earnings of 70 cents per...