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Analyst Color
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Analyst Color Recent News
App Store Fee Cuts Set To Boost Duolingo, Match, Bumble Earnings
Analyst expects lower app store fees to boost earnings for Duolingo, Match Group, and Bumble. Bumble could gain most from potential drop in U.S. fees.
Corona Parent Constellation Brands Navigates Soft Sales With Robust Beer Margins
Constellation Brands rose nearly 5% despite mixed Q1 results, as strong beer margins offset weak sales and lingering segment challenges.
Cash-Rich IonQ To Capture 20% Of Quantum Market By 2035
IonQ shares climb as investors rally behind its bold quantum growth strategy and long-term market potential.
Cava Analyst Says Stock Viewed As Pricy But Worth It
KeyBanc initiates Cava with Overweight, citing growth potential, brand upside, and strong fundamentals despite premium valuation.
This Kilroy Realty Analyst Cuts Price Target On Lower Capitalized Interest, Delayed Leasing
Kilroy Realty Corp's $1.025 billion life science development in San Francisco is currently zero percent leased.
Affirm Holdings: Impact Of Walmart-Klarna Deal, 'Higher Mix Of Zeroes'
Needham analyst Kyle Peterson maintains Hold rating on Affirm Holdings (AFRM) due to potential impact on revenue from Walmart's shift to Klarna-powered OnePay and higher non-interest-bearing transactions.
Can MSC Industrial Direct Turn Inflation Into Opportunity? Analyst Weighs In
MSC Industrial Direct (NYSE: MSM) expected to benefit from inflation and manufacturing recovery. Price target raised to $90 by analyst Tommy Moll.
Labor Market Flashes Red Signal—And The Last Time This Happened It Didn't End Well
U.S. private payrolls shrank by 33,000 in June, the first drop since 2023. Markets ramped up Fed rate cut bets as job losses echoed past crisis signals.
Autonomous Vehicles Hit Their 'ChatGPT Moment' — Best Stocks To Watch Now
Autonomous vehicles are entering their ‘ChatGPT moment' as AI unlocks real-world deployment. Discover 28 top stocks in a $1.2 trillion market.
Airline Stocks Face Flat Q2—But 1 Thing Could Lift Them
BofA expects Q2 airline earnings to meet outlooks but flags weak demand trends and cautious investor sentiment heading into the second half.
Omada Health Analysts Say 'Buy' — While It's Still Below IPO Price
Omada Health is poised to generate over 35% growth while approaching adjusted EBITDA breakeven, Needham analysts say.
$90 Billion Capital Cushion Points To Serious Bank Shareholder Payday: Goldman Sachs
Goldman Sachs analysts are betting that new Fed rules will free up an estimated $5.5 trillion on bank balance sheets.
Crexendo's Open Strategy Pays Off, Analyst Praises 'Disruptive Pricing Model'
Crexendo's pre-packaged features have the "right balance of configuration" for both retail and wholesale customer wins, analysts say.