#stock analysis
articles
The Cannibal Stock Strategy: Why Buybacks Aren't Always a Feast for Investors
Companies eating their own shares can inflate earnings per share, but shareholders only win when the stock is cheap. Her...
Morgan Stanley: SpaceX Shares Can Double as AI Bet, Cursor Deal Drives New Thesis
Morgan Stanley sees SpaceX's $60B purchase of AI coding tool Cursor as a re-rating catalyst, with a $300 price target im...
Micron Stock Could More Than Double by Late 2027, Analysts Say
A historic memory chip shortage driven by AI demand has Micron's earnings surging; the average analyst price target poin...
SAP’s Cloud Bookings Hit Record in Q2 as Recurring Model Drives Margins, Analysts Flag Stock Upside
SAP’s Q2 2026 cloud backlog jumped 27% to €22.9bn, and recurring revenue now exceeds 85% of total sales, fuelling margin...
Porsche AG Stock Snapshot: Undervalued Metrics Contrast With Weak Profitability
Porsche AG (P911.DE) shows a market cap of €39.7B, a 2.32% dividend yield, and a PEG ratio of 0.50 — but a return on equ...
TeamViewer Stock Falls From Yearly High — Correction or Trend Change?
TeamViewer shares hit a new yearly high after H1 results, then corrected more than 10%. The technical picture now hinges...
KeyBanc Sees Reddit as a ‘Sustainable Compounder’ with AI Data Upside, Initiates at Overweight
KeyBanc initiates Reddit at Overweight, $225 PT, citing durable ad growth and AI data licensing potential. The platform'...
ServiceNow, Tyler Technologies, Celanese: 3 New 5-Star Stocks According to Morningstar
Morningstar's latest screen flags ServiceNow, Tyler Technologies, and Celanese as newly 5-star rated, trading at discoun...
STMicro’s Q3 Guidance Disappoints, But AI Pipeline Strengthens Long-Term Case
STMicroelectronics beat Q2 expectations but a softer Q3 revenue outlook sent shares down 14%. Morningstar analysts see t...