KeyBanc Capital Markets

Lululemon Disappoints In Q4, Analysts Say Brand Is 'Strong But Overstretched'

Rubrik Posts Strong F4Q Beat: 6 Analysts Raise Forecasts Citing 'Significant Runway For Growth'

Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts

Rubrik Posts Strong F4Q Beat: 6 Analysts Raise Forecasts Citing 'Significant Runway For Growth'

Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts

Marvell Technology Quells Fears Of Losing Next-Gen XPU At Amazon, Expects To Surpass AI Revenues In FY26

CrowdStrike Posts Solid Q4 But Guidance Disappoints, Outage 'Mostly In Rearview Mirror': Analysts

Marvell Technology Quells Fears Of Losing Next-Gen XPU At Amazon, Expects To Surpass AI Revenues In FY26

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CrowdStrike Posts Solid Q4 But Guidance Disappoints, Outage 'Mostly In Rearview Mirror': Analysts

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Home Depot Posts Q4 Beat: Disappointing Guidance Reflects No Improvement In Macro, Elevated Interest Rates

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Walmart Posts Q4 Beat, Shares Tank On Disappointing Guidance: Analysts Highlight One-Time Items

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KeyBanc Capital Markets Recent News

McDonald's: E. Coli Continues To Infect Results; Analysts Expect Value Offerings, Marketing To Drive Performance

McDonald's continued to edge higher in early trading on Tuesday, despite the company reporting a decline in fourth-quarter revenues.

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Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue

Disney (DIS) reported upbeat quarterly results. Analysts have a positive outlook on the company's DTC business.

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Uber Posts Robust Q4 Bookings: Analysts Weigh In On Autonomous Vehicle Threat

Uber's stock rose despite earnings miss. Analysts are encouraged by strong fundamentals and AV market potential.

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NXP Semiconductors Auto Strength Helps Offset Industrial Slowdown As Europe Pressures Outlook

NXP Semiconductors reported upbeat Q4 revenues but shares tanked. Analysts maintain mixed views on the company's prospects.

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Zillow's One-Stop Strategy Drives Gains In Rentals, Mortgages, Analysts Say

Analyst Sergio Segura upgraded Zillow Group rating to Overweight, expecting mid-teens growth & margin expansion due to enhanced markets strategy.

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Mastercard Q4 Earnings Beat Estimates, Analysts Raise Forecasts On Continued Strength In US Spending Trends

Shares of Mastercard came under pressure in early trading on Friday, despite the company reporting upbeat fourth-quarter results.

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ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'

ServiceTitan reported solid Q3 results and had strong growth potential in a large and underpenetrated market.

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Charter Spending Peak Signals Higher Free Cash Flow After 2025, Analyst Says

Charter Communications (CHTR) stock rebounds after 6% drop. KeyBanc analyst upgrades to Overweight with $500 target, citing expected growth in free cash flow.

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Adobe Analysts Split After Strong Q4, Weak 2025 Guidance

Adobe Inc's shares tanked despite upbeat Q4 results amid exciting earnings season. Piper Sandler, Oppenheimer, Goldman Sachs remain bullish.

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Oracle Shares Down After Mixed Q2 Results Spark Analyst Caution, 'Guidance Fell Below Consensus'

Shares of Oracle Corp. drop after downbeat earnings. Analysts show mixed views. RPO growth is solid, but Q3 guidance is below expectations.

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Talkspace Transitions To Payor Network, Bolsters Revenue: Analyst

Talkspace is expected to generate revenue growth and margin expansion. Analyst rates TALK as Overweight with $4.50 target.

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Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'

Okta Inc's shares rose after reporting Q3 results, despite concerns about competition and product expansion. Analysts have mixed opinions on the stock.

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Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth

Marvell Technology reported upbeat earnings amid exciting earnings season. Analysts raised their price targets, expecting strong growth.

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Target Posts Q3 Earnings Miss: Analysts Slash Forecasts On Market Share Loss, Margin Concerns

Markdowns and promotions represent "the lion's share" of Target's Q3 gross margin miss and drop in Q4 guidance.

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Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration

Palo Alto Networks reported upbeat Q1 results and raised their fiscal 2025 guidance, but gross margins fell short and billings declined. Analysts are optimistic about strength in platformization.

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Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline

Shares of Applied Materials are down on Friday despite upbeat Q4 earnings. Analysts note solid beat, China slowdown, and strong growth in advanced foundry/logic and DRAM/HBM.

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Qualcomm Reports Q4 Beat, Analysts Divided Over Prospects Of The Handset Market

Qualcomm reported upbeat fourth quarter results and raised guidance. The company is diversifying by growing its Automotive and IOT businesses.

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Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets

Arm Holdings shares rose after the company reported strong Q2 results and raised Q3 guidance. Analysts broadly remain positive.

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Restaurant Brands Analysts Trim Forecasts After Q3 Sales Miss

Shares of Restaurant Brands slid after the company reported downbeat Q3. Analysts cut price targets but see potential for earnings support next year.

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Yum! Brands Misses Q3 Sales As Analysts See Risk Of More Store Closures From Middle East Tensions

Yum! Brands saw shares drop after disappointing third-quarter sales and earnings. Analysts share their concerns around store closures.

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Intel Struggles With Market Share, Profitability: Q3 Analyst Insights

Intel on Thursday reported Q3 results. What do analysts think?

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PayPal Shares Tank After Q3 Results, Analysts Say Management Is 'Executing Well' On Re-Alignment Initiatives

PayPal's stock fell after the company reporting Q3 results. Analysts maintain Buy/Neutral ratings & raise PTs. Management focusing on product portfolio.

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Deckers Outdoor Posts Q2 Beat, Analysts Say Hoka Shoe Company Could Maintain 'Robust Growth Trajectory'

Deckers Outdoor reported upbeat Q2 earnings, surpassing consensus estimates with strong revenues from UGG, HOKA, and Teva brands.

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