Mailbag: A Follow-Up on Pfizer & Other Questions
Pfizer is navigating a transitional phase aimed at returning to growth by 2029, offsetting the Eliquis patent cliff and waning COVID revenues with new pipeline drugs and cost‑saving measures. The company posted a strong Q1 2026, reporting diluted EPS of $0.47 and adjusted EPS of $0.75, while keeping its quarterly dividend flat at $0.43. Management targets a 60% payout ratio based on adjusted earnings, aligning with the current dividend level. The column also surveys high‑yield tax‑free municipal ETFs, mortgage REITs, and highlights Gladstone Land’s lease‑restructuring and the high‑yield but costly PFFA preferred‑stock ETF.
Wall Street Has a Consensus on This AI Stock. The Consensus Is Dead Wrong.
C3.ai (ticker AI) trades around $9.50, yet 12 analysts maintain a hold rating with an average $17 price target, implying roughly 80% upside. The author argues the consensus is misleading because the company is being out‑competed by tech giants embedding...
5-Star Analyst Sets Jaw-Dropping SanDisk Stock Price Target
Mizuho Securities analyst Vijay Rakesh raised his SanDisk (SNDK) price target to $1,825, up 12% from $1,625, and kept an outperform rating. The new target is based on FY2027 EPS of $184.95 and FY2028 EPS of $196.85, both above Wall...
Anthropic Leapfrogs OpenAI In Valuation. But Here's One Thing To Know.
Anthropic’s latest funding round raised $65 billion, pushing its pre‑IPO valuation to roughly $965 billion—surpassing OpenAI’s $852 billion estimate. The AI startup projects $10.9 billion in Q2 revenue, more than double its Q1 earnings, and expects operating profitability ahead of OpenAI. A key distinction...
2 Major Regional Bank Stocks to Buy on Favorable Industry Trends
Zacks highlights a bullish outlook for the major regional banking sector, citing stable Fed rates, rising loan demand and ongoing digitization. The industry has outperformed the S&P 500 with a 58.5% two‑year gain and trades at a 2.67× price‑to‑tangible‑book ratio, well...
If You'd Put $1,000 Into Mastercard Stock 20 Years Ago, Here's What You'd Have Today
Mastercard’s stock has delivered extraordinary long‑term returns, turning a $1,000 investment 20 years ago into roughly $121,000, an annualized 27% gain that dwarfs the S&P 500’s 11.4% over the same span. The payments giant still commands a global brand, 3 billion cards...
Palomar’s High-Risk Insurance Strategy Is Paying Off Big
Palomar Holdings posted its strongest quarter ever, with gross written premiums jumping 42% to $629.8 million and revenue climbing 60% to $278.9 million. The insurer’s focus on high‑risk lines such as earthquakes, floods and surplus‑line coverage drove the growth, while its combined...
Kraft Heinz: Undervalued And Fighting For Market Share
Kraft Heinz (KHC) appears markedly undervalued, with three independent valuation models placing its intrinsic equity value between $51 billion and $54 billion, far above the current $28 billion market capitalization. Despite this, the company is losing U.S. market share and earnings have been...
AI to Fuel Fashion, Footwear Spending
UBS analyst Jay Sole upgraded On Holding, Birkenstock, Deckers and Wolverine Worldwide to "Buy," citing AI as a catalyst for higher sales and margins in the soft‑line sector. He argues that AI’s true impact comes from broad deployment across dozens...
This Gaming Stock Has Room to Run, Powered by Resilient Las Vegas Tourism, JPMorgan Says
JPMorgan upgraded MGM Resorts International to overweight, lifting its 12‑month price target to $46, implying roughly 10% upside. The move follows stable Las Vegas tourism, with about 9.7 million visitors recorded through April 2026, and value‑driven promotions on the Strip. MGM shares...
EPlus Inc (PLUS) Q4 2026 Earnings Call Transcript
ePlus reported a record fiscal 2026 year, highlighted by $3.8 billion in gross billings—a 17% increase—and net sales up 20.6% to $576.2 million in the fourth quarter. The company completed the divestiture of its domestic financing business, repositioning as a pure‑play technology...
BOS Better Online Solutions Ltd (BOSC) Q1 2026 Earnings Call Transcript
Better Online Solutions Ltd. (BOSC) reported Q2 2025 revenue of $11.5 million, a 36% year‑over‑year increase, led primarily by a 57% surge in its supply‑chain division. Net income rose 53% to $765 thousand, while overall gross margin slipped to 23% due to mix...
Goldman Sachs Doubles Down on S&P 500 Message for 2026
Goldman Sachs lifted its 2026 year‑end S&P 500 target to 8,000, up from 7,600, reflecting a 6.4% premium to the May 26 close. The bank’s chief U.S. equity strategist, Ben Snider, based the revision on a stronger earnings outlook, projecting...
Synopsys Posts Financial Results for Second Quarter Fiscal Year 2026
Synopsys reported second‑quarter fiscal 2026 revenue of $2.276 billion, a 42% increase year‑over‑year, with GAAP EPS of $0.09 and non‑GAAP EPS of $3.35. The company lifted its full‑year revenue midpoint guidance to $9.665 billion and raised non‑GAAP EPS guidance to $14.76, citing strong...
Why Double-Digit Earnings Growth Won’t Stop the Next Bear Market
Corporate earnings across the S&P 500 have recently posted double‑digit growth, prompting some analysts to claim the bull market is secure. Mark Hulbert argues that such rapid profit expansion historically coincides with the final phase of a rally, not its...
Tanger’s Justin Stein On Leveraging Data and Gnoshes to Grow a Retail Portfolio
Tanger, the Greensboro‑based REIT that operates 41 open‑air outlet and lifestyle centers, posted 97% occupancy and 3.4 million square feet of leases signed over the trailing 12 months in Q1 2026. The company raised its 2026 guidance after record leasing volume and...
Cloudflare Is Priced For Perfection
Cloudflare, Inc. posted 34% year‑over‑year revenue growth, fueled by surging AI‑driven demand and its expanding edge‑computing platform. The company trimmed its workforce to accelerate profit margins, yet its shares trade at an elevated 27× forward sales. Management’s shift to an...
Santos Sharpens LNG Growth Focus as Darwin Loadings Resume
Santos announced that cargo loadings from the Darwin LNG terminal have resumed, marking a key operational milestone. The company is using the restart to underscore the upcoming start‑up of its Barossa and Pikka offshore projects, which are projected to boost...
Amazon.com Vs. MercadoLibre: Which Consumer Stock Is a Better Buy in 2026?
Amazon (AMZN) posted FY 2025 revenue of $716.9 billion, up 12.4% year‑over‑year, with net income of $77.7 billion and a 10.8% margin, driven by its retail empire and AWS cloud services. MercadoLibre (MELI) reported FY 2025 revenue of $28.9 billion, a 39.1% surge, net income...
SpaceX IPO: Everything You Need to Know About the Stratospheric Listing
SpaceX filed an S‑1 on May 20, signaling its imminent Nasdaq debut under the ticker “SPCX”. The filing hints at a target valuation of roughly $1.75 trillion, which would place the company among the world’s ten most valuable firms. With over...
A Century of Stock Market Winners—And Why Most Stocks Failed to Deliver
Hendrik Bessembinder’s 2026 century‑long study of every U.S. common stock from 1926‑2025 shows that while the market created roughly $91 trillion in shareholder wealth, 96% of individual stocks underperformed Treasury bills and only 3.7% of firms generated all that value. The...
5 High-Yield Stocks and ETFs to Buy and Hold for the Next Decade
The article spotlights five high‑yield equities and ETFs—AbbVie, Mondelez International, ExxonMobil, Schwab US Dividend Equity ETF (SCHD) and NEOS Nasdaq‑100 High Income ETF (QQQI)—as long‑term buy‑and‑hold candidates. It lists each instrument’s current price, dividend yield, price‑to‑earnings multiple and consensus price...
5 Stocks Winning the AI Race While Everyone Watches NVIDIA
AI spending by the four U.S. hyperscalers is projected to exceed $700 billion by 2025, creating a massive infrastructure gap beneath the visible chip makers. Keith Kaplan of TradeSmith pinpoints five choke points—memory, photonics, thermal management, power generation, and grid connectivity—each...
Sunlands Technology Group (STG) Q1 2026 Earnings Call Transcript
Sunlands Technology Group reported Q1 2025 net revenue of RMB 487.6 million, a 6.8% decline year‑over‑year, while net income fell to RMB 75.2 million, maintaining a 15.4% margin. The company offset revenue pressure with a stable 85.2% gross profit margin,...
TE Connectivity: An Undervalued Stock For Long-Term Dividend Growth Investors
TE Connectivity (TEL) has raised its dividend for 13 straight years, with a 10‑year CAGR of 8.1% that is now accelerating. The company posts strong profitability—average ROE of 20.8% and net margin of 14.6% over the past five years. Trading...
American Express Has Been a Monster Stock Over the Last Decade. Is the Premium Card Story Already Priced In?
American Express (AXP) has generated a 467% total return over the past decade, far outpacing the S&P 500’s 327% gain. The company’s revenue has risen at an 8.9% annualized rate while diluted EPS grew 11.4% per year, driven by its premium‑card...
‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer
Jim Cramer warned a first‑time homebuyer that hope alone won’t rebuild a depleted portfolio. He recommends a 50/50 split of new cash: half into an index fund and half into five familiar tech stocks, with $300 monthly contributions each. The...
MercadoLibre (MELI) Releases Financial Results for Q1 2026
MercadoLibre posted Q1 2026 revenue of $8.845 billion, up 49% year‑over‑year and 46% on an FX‑neutral basis. Net income reached $417 million, delivering a 4.7% profit margin, while operating income fell 20% to $611 million, compressing the operating margin to 6.9%. The company highlighted...
Patience Over Panic: Jeremy Grantham’s Investment Mantra for Modern Investors
Jeremy Grantham warns that disciplined, patient investing beats hype‑driven trading in today’s volatile markets. He highlights that AI‑linked stocks and select Indian small‑caps are trading at stretched valuations, echoing past bubbles he identified. Grantham stresses buying cheap, avoiding leverage, and...
1 Spectacular Growth Stock to Buy Before It Soars by as Much as 124%, According to Wall Street
Sea Limited, the Singapore‑based triple‑play digital conglomerate, posted Q1 2026 revenue of $7.1 billion, a 46.6% year‑over‑year rise driven by its e‑commerce platform Shopee, digital finance arm Monee, and gaming division Garena. Shopee processed $37 billion in orders, Monee’s loan book grew to...
Should Investors Buy HDFC Bank Now?
HDFC Bank’s shares have slipped to about ₹766 ($9.2) – roughly a 2× trailing net‑worth multiple – after a -5.3% return versus the Nifty Bank’s 6.2% gain since July 2024. The unexpected resignation of part‑time chairman Atanu Chakraborty in March sparked governance...
Apple Inc. (AAPL)’s Durable Growth Narrative Keeps Getting Stronger
Apple remains one of the most‑traded U.S. stocks in 2026 as analysts raise its valuation. Tigress Financial lifted its price target to $375 and kept a Strong Buy rating, citing an AI‑powered ecosystem, high‑margin services and strong cash flow. Evercore...
High-Yielding Energy Names Are on Fire. These Are Wall Street's Favorites
The Iran war has lifted oil prices, reviving demand for U.S. energy infrastructure and pushing master‑limited partnerships (MLPs) into the spotlight. MLPs’ tax‑friendly structure translates into dividend yields near 4%, drawing yield‑seeking investors. The Global X MLP & Energy Infrastructure...
Hoka to Open More International Stores, Focus on Innovation as It ‘Further Elevates’ Positioning
Deckers Brands CEO Stefano Caroti outlined a multiyear growth framework through fiscal 2030, aiming for high‑single‑digit consolidated sales growth and low‑double‑digit expansion of its Hoka performance line. The plan emphasizes disruptive product innovation, a stronger lifestyle appeal, and a rapid...
4 Insurance Brokerage Stocks to Gain From Demand and M&A
Zacks projects the insurance‑brokerage sector to benefit from rising demand, digitalization and a wave of mergers and acquisitions, driving revenue growth. The market is forecast to reach $572.5 billion by 2031, expanding at a 9.8% CAGR. Four large brokers—Arthur J. Gallagher,...
5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
The soft‑drink sector is grappling with rising input costs and tariff uncertainty that are eroding margins and complicating production planning. At the same time, consumer demand for natural, low‑sugar and functional beverages is fueling innovation and entry into adjacent categories...
Info Edge Reports over Rs 8,000 Cr Q4 Valuation Hit on Eternal, PB Fintech Holdings
Info Edge reported massive valuation swings in its venture holdings during FY26, with an unrealized loss of about $708 million on Eternal (formerly Zomato) and $275 million on PB Fintech in Q4 alone, totaling over Rs 8,000 crore (~$960 million) of write‑downs. The year was...
This Warren Buffett Classic Stock Is a Great Buy Right Now that Will Compound for Years, Bank of America Says
Bank of America upgraded The Coca‑Cola Company (KO) to a buy with a $90 price target, implying roughly 10% upside from the current price. The analyst highlighted Coca‑Cola’s “all‑weather strategy,” which emphasizes pricing discipline, supply‑chain resilience, and expansion into zero‑sugar...
Nvidia’s Jensen Huang Wants to Be King of a Brand-New Empire
Nvidia, the world’s most valuable chipmaker, announced its entry into the central processing unit market with Vera, its first standalone AI‑focused CPU launched in March. CFO Colette Kress said the product opens a new $200 billion total addressable market, with early...
Why Is Intuit Stock Crashing (Also After Its Earnings Last Night)?
Intuit’s shares plunged more than 20% to roughly $311 after its fiscal third‑quarter earnings, despite a 10% revenue increase and an uplifted full‑year outlook. The decline was driven by a trimmed TurboTax revenue forecast of $5.277‑$5.282 bn and a 17% workforce...
Mizuho Just Rerated These 3 AI Winners
Mizuho analyst Vijay Rakesh upgraded price targets for Micron, STMicroelectronics and Texas Instruments, citing AI‑driven data‑center demand that is tightening memory markets and boosting analog chip content. The target for Texas Instruments rose to $300 from $255, reflecting a 90%...
Analyst Report: NVIDIA Corp
Nvidia Corp., a Santa Clara‑based visual computing leader, operates through Graphics and Compute & Networking segments. Argus analyst James Kelleher raised the price target to $270, up from the current $218.49 share price. The upgrade reflects strong demand for GPUs...
GLP’s Potential IPO Could Give Vanke a Much-Needed Exit Window
China Vanke, under pressure from losses and liquidity concerns, may find an exit via Global Logistic Properties’ (GLP) rumored Hong Kong IPO. GLP is targeting at least $1 bn in proceeds and a $20 bn valuation, which would value Vanke’s 21.4% stake at...
Investors Abandoned These 3 AI Stocks Too Early, Says Jeff Clark
Jeff Clark of TradeSmith warns that AI‑focused stocks have been over‑sold after recent hype, highlighting three undervalued names. He argues Figma (FIG) is integrating AI, showing 50% YoY user growth, 139% net retention and beating earnings expectations despite a $22...
Endava PLC (DAVA) Q3 2026 Earnings Call Transcript
Endava reported a 5.9% year‑over‑year revenue decline to £184.1 million in Q3 FY 2026, while adjusted profit before tax fell to £10.7 million and the adjusted PBT margin compressed to 5.8%. Management attributed margin pressure to a roughly 3% hit from heavy investment...
ECARX Tech Achieves Overall Profitability for Three Consecutive Quarters, Releases Q1 2026 Financial Report
ECARX Tech Holdings reported first‑quarter 2026 revenue of $131.5 million and an adjusted EBITDA of $4 million, marking the third consecutive quarter of overall profitability. Gross margin rose to 21.4%, up 1.4 percentage points year‑on‑year, reflecting stronger product mix and operational efficiency....
Drilling for Bargains
New Constructs highlights a natural‑gas producer whose peer‑leading profitability, low‑cost inventory and robust free‑cash‑flow generation are starkly undervalued. The firm benefits from a projected doubling of U.S. LNG exports through 2050, which should keep domestic gas prices above $4/MMBtu in...
Mirum Pharma: A Rare Disease Growth Story to Watch
Mirum Pharmaceuticals reported Q1 2026 revenue of $521.3 million, a 43% year‑over‑year increase, driven primarily by its lead drug Livmarli, which posted $159.9 million in net product sales. The company lifted its full‑year revenue guidance to $660‑$680 million, representing a 26% YoY rise, while...
Ola Electric Revenue Falls 57% to Rs 265 Cr in Q4 FY26; Plans QIP Fundraising
Ola Electric’s Q4 FY26 revenue plunged 57% to Rs 265 cr (≈$32 m), driven by weak scooter sales and a sharp drop in total income. The Bengaluru‑based EV maker slashed expenses by 58% to Rs 546 cr, which helped narrow its quarterly loss to Rs 500 cr...
Serko Limited (SERKF) Q4 2026 Earnings Call Transcript
Serko Limited reported FY 2026 results that hit the top end of its narrowed guidance, with total income surpassing expectations and a material rise in EBITDAFI. The company highlighted strong growth from its Booking.com for Business platform, reinforcing its position as...