PNC Financial Services Group Inc. Has $4 Million Stake in Block, Inc. $XYZ
PNC Financial Services Group Inc. significantly increased its stake in Block, Inc. (NYSE:XYZ) by 145.9% in the third quarter, acquiring an additional 32,865 shares to own a total of 55,396 shares valued at $4,003,000. Block, trading around $53.18, holds a "Moderate Buy" rating from analysts with an average target price of $81.50, despite recent insider sales totalling $923,794. The article highlights other institutional movements and Block's financial metrics and analyst ratings.
PNC Financial Services Group Inc. Reduces Holdings in Charter Communications, Inc. $CHTR
PNC Financial Services Group Inc. has significantly reduced its stake in Charter Communications, Inc. (NASDAQ:CHTR) by 29.4% in the third quarter of 2025, selling 5,861 shares and leaving its holdings valued at approximately $3.876 million. This reduction comes amid mixed analyst ratings where the consensus is "Hold" with a target price of around $335.67, and some firms have recently cut their ratings or target prices. Charter Communications also slightly missed quarterly earnings expectations with an EPS of $10.34 against an estimated $10.40, and revenue was down 2.3% year-over-year at $13.60 billion.
PNC Financial Services Group Inc. Buys 165,264 Shares of STMicroelectronics N.V. $STM
PNC Financial Services Group Inc. significantly increased its stake in STMicroelectronics N.V. (NYSE:STM) by 878.9% in the third quarter, adding 165,264 shares to hold a total of 184,067 shares valued at $5.20 million. Despite this institutional interest, STMicroelectronics missed its quarterly EPS consensus, reporting $0.11 against an expected $0.27, although revenue slightly exceeded estimates at $3.33 billion. Analysts currently have an average "Hold" rating on the stock with a price target of $31.93.
PNC Financial Services Group Inc. Boosts Stock Position in Datadog, Inc. $DDOG
PNC Financial Services Group Inc. significantly increased its stake in Datadog, Inc. (NASDAQ:DDOG) by 81.1% in the third quarter, bringing its total holdings to 35,797 shares valued at $5.097 million. This move is part of a broader trend of institutional investment, with 78.29% of Datadog stock owned by hedge funds and other institutional investors. Despite beating quarterly earnings estimates with an EPS of $0.59 and revenue of $953.2M, Datadog's stock traded down 4.1% to $115.66, partly due to its high valuation and mixed analyst ratings, which include a "Moderate Buy" consensus but also a "sell" rating from Goldman Sachs.
JPMorgan Chase & Co. Reduces Position in Gartner, Inc. $IT
JPMorgan Chase & Co. reduced its stake in Gartner, Inc. (NYSE:IT) by 19.6% in the third quarter of 2025, selling 223,506 shares and retaining 917,211 shares valued at $241.1 million. Despite this reduction, institutional ownership remains high at 91.51%, with other major institutional investors like Vanguard and State Street increasing their positions. Gartner reported strong quarterly earnings, beating analyst estimates, and the stock carries an average analyst rating of "Hold" with a price target of $190.70.
Morgan Stanley Raises its Price Target on Applied Materials, Inc. (AMAT) to $420 and Keeps an Overweight Rating
Morgan Stanley has raised its price target on Applied Materials, Inc. (AMAT) to $420 from $364, maintaining an Overweight rating, following a strong earnings beat and positive guidance. RBC Capital and Goldman Sachs also increased their price targets, citing a healthy market environment and robust growth projections for the semiconductor equipment business. Applied Materials reported Q1 revenue of $7.01 billion, exceeding consensus, driven by accelerating AI computing investments.
Qualcomm, Tata Electronics Join Hands To Manufacture Automotive Modules In India
Qualcomm Technologies and Tata Electronics have announced a collaboration to manufacture Qualcomm Automotive Modules in India. Tata Electronics will use its new OSAT facility in Jagiroad, Assam, to produce technologies for digital cockpits, infotainment, connectivity, and intelligent vehicle systems. This partnership supports the "Make in India" initiative and aims to enhance supply chain diversification for both Indian and global automakers.
Fair Isaac (FICO) Stock Is Quietly Ripping—But Should You Chase It?
Fair Isaac (FICO) has seen its stock perform exceptionally well due to its entrenched position in the US credit system, providing essential credit scoring and decisioning software to major lenders. The company is viewed as a "hidden in plain sight" giant, benefiting from recurring software revenue, its role in AI and risk management, and pricing power in its scoring models. While analysts acknowledge its strong fundamentals and market dominance, some express caution regarding its valuation after significant rallies.
Digital Realty Trust, Inc. $DLR Position Lessened by HighTower Advisors LLC
HighTower Advisors LLC reduced its stake in Digital Realty Trust (NYSE:DLR) by 7.4% during the third quarter, now holding 72,772 shares valued at approximately $12.59 million. Despite this, institutional investors collectively own about 99.71% of the stock. Digital Realty announced a quarterly dividend of $1.22 per share, set FY-2026 EPS guidance, and received a mixed bag of analyst ratings, though the consensus remains a "Moderate Buy" with a target price of $192.33.
Hercules Capital Plunges as Investors Flee SaaS Exposure
Hercules Capital (HTGC), a business development company (BDC), has experienced a stock price decline due to investor concerns over its exposure to the struggling software-as-a-service (SaaS) sector and its 10% payment-in-kind (PIK) loan portfolio. Analysts view PIK loans as a sign of potential financial distress for borrowers, indicating heightened credit risks for Hercules Capital despite its reputation as a high-quality BDC. Investors are closely watching the company's ability to manage these challenges and its upcoming earnings report.
Should You Buy Oracle Stock Right Now?
Oracle's cloud infrastructure (OCI) revenue is growing significantly, driven by massive AI contracts, but the company is taking on substantial debt and selling profitable units to fund its data center expansion. The article raises concerns about Oracle's reliance on OpenAI, whose financial stability is questioned, and advises against investing in Oracle stock at this time.
Wipro Stock: Quiet Rally, Big Question for US Tech Investors
Wipro Ltd's US-listed shares (ADRs) have seen a quiet rally driven by stronger IT services demand and cost discipline, yet they still trade at a discount compared to many US tech peers. For US investors, Wipro acts as a leveraged play on US tech spending with an emerging-markets overlay, offering a way to diversify tech exposure at a potentially lower price point. The company's performance is closely tied to global enterprise tech spending cycles and India's structural growth, making it a satellite tech holding for US-centric portfolios.
Citigroup Inc. Lowers Position in Mastercard Incorporated $MA
Citigroup Inc. reduced its stake in Mastercard Incorporated by 7.7% in Q3 2025, selling 70,851 shares and now owning 848,371 shares valued at approximately $482.6 million. Despite this, Mastercard's stock opened at $525.94, reported strong Q4 earnings beating estimates with $4.76 EPS and $8.81 billion in revenue, and has a consensus "Buy" rating from analysts with an average price target of $669.27, supported by strategic partnerships and product innovations.
Citigroup Inc. Purchases 33,516 Shares of Spotify Technology $SPOT
Citigroup Inc. increased its stake in Spotify Technology by 11.3% in the third quarter, acquiring an additional 33,516 shares, bringing their total to 330,402 shares valued at approximately $230.6 million. Spotify recently exceeded earnings expectations with $5.16 EPS against an anticipated $3.16 and revenue of $5.32 billion, surpassing the $5.14 billion estimate. Analysts currently maintain a "Moderate Buy" rating for Spotify, with an average price target of $706.42.
Envestnet Asset Management Inc. Has $6.54 Million Position in AeroVironment, Inc. $AVAV
Envestnet Asset Management Inc. reduced its stake in AeroVironment, Inc. by 47%, now holding shares valued at $6.54 million. This comes as AeroVironment missed quarterly EPS estimates but showed strong revenue growth and provided positive FY2026 guidance. The stock has experienced volatility, with a "Moderate Buy" consensus from analysts and high institutional ownership.
Principal Financial Group Inc. Has $153,000 Stock Position in AvePoint, Inc. $AVPT
Principal Financial Group Inc. significantly reduced its stake in AvePoint, Inc. (NASDAQ:AVPT) by 96.5% in the third quarter, now holding 10,177 shares valued at $153,000. Other institutional investors showed mixed activity in AvePoint stock, while company insiders own 26.19% of the shares. The stock has a "Moderate Buy" consensus rating from analysts with an average price target of $18.21, despite recent price target adjustments.
Fidelis Capital Partners LLC Acquires 36,255 Shares of NVIDIA Corporation $NVDA
Fidelis Capital Partners LLC increased its stake in NVIDIA (NVDA) by 13.7%, purchasing 36,255 shares to hold a total of 300,417 shares valued at approximately $56.05 million. This makes NVIDIA their fourth-largest holding, despite recent significant insider selling. Analysts maintain a broadly bullish outlook on NVIDIA, with a consensus "Buy" rating and an average price target of $264.20, driven by strong quarterly results and strategic partnerships.
Rackspace shares rocket as it partners with Palantir on artificial intelligence
Rackspace Technology Inc. has partnered with Palantir Technologies Inc. to help its customers deploy and utilize artificial intelligence solutions. This collaboration will allow Rackspace to integrate Palantir's Foundry and Artificial Intelligence Platform into its customer systems, addressing evolving computing needs driven by AI. Following the announcement, Rackspace shares surged by 226%, closing at $1.68, reflecting investor optimism despite recent quarterly losses and leadership changes at the company.
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Holdings in Lam Research Corporation $LRCX
Empirical Financial Services LLC d.b.a. Empirical Wealth Management significantly increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 185% in Q3, now holding 69,549 shares valued at $9.31 million. This comes as Lam Research reported strong Q4 earnings, beating estimates with $1.27 EPS and $5.34 billion in revenue, driven by AI and memory sector demand. Institutional ownership of LRCX remains high at 84.61%, with major players like Vanguard and State Street also boosting their holdings, despite a recent large insider share sale.
Cantaloupe, Inc. $CTLP Position Lifted by BCK Capital Management LP
BCK Capital Management LP significantly increased its stake in Cantaloupe, Inc. (NASDAQ:CTLP) by 330.9% in the third quarter, making it their 4th largest position. Other institutional investors like Vanguard Group, Magnetar Financial, and Alpine Associates Management also raised their holdings, collectively owning 75.75% of the company's stock. Despite increased institutional investment, analysts maintain a "Hold" rating with an average target of $12.73, following Cantaloupe missing recent quarterly earnings and revenue estimates.
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 25,908 Shares of Analog Devices, Inc. $ADI
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its stake in Analog Devices, Inc. (NASDAQ:ADI) by 38.9% in the third quarter, selling 25,908 shares. Despite this, other institutional investors like Vanguard Group Inc. and State Street Corp increased their holdings. The article also details Analog Devices' strong Q1 earnings, raised Q2 guidance, dividend increase, and positive analyst sentiment, emphasizing its growth driven by AI/data-center demand.
International Business Machines Corporation $IBM Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in International Business Machines (NYSE:IBM) by 11.3% in the third quarter, holding 53,950 shares valued at $15.22 million. Other institutional investors also adjusted their positions in IBM. The company recently announced a quarterly dividend of $1.68 per share, payable on March 10th.
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 39,713 Shares of Texas Instruments Incorporated $TXN
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its stake in Texas Instruments (NASDAQ:TXN) by 43.4% in the third quarter, selling 39,713 shares and retaining 51,774 shares valued at $9.51 million. Other institutional investors also adjusted their positions, while company insiders, including CFO Rafael R. Lizardi and VP Hagop H. Kozanian, sold significant shares. Analysts have issued various ratings and price targets for Texas Instruments, which reported Q4 earnings that slightly missed consensus estimates.
Zscaler Q2 Earnings Preview: What To Watch And Why AI Fears Are Overblown (NASDAQ:ZS)
Zscaler's stock has dropped significantly from its November peak, but the author remains bullish long-term, anticipating strong Q2 earnings driven by the Z-Flex program and AI-driven demand. Despite concerns about AI disruption, the company's AI security portfolio is performing well, and its valuation, while peer-like, is justified by superior expected revenue growth. The article suggests that current levels offer a good opportunity for patient accumulation.
Convergence Financial LLC Raises Stock Position in International Business Machines Corporation $IBM
Convergence Financial LLC significantly increased its stake in International Business Machines (IBM) by 276.7% in Q3, now owning 6,373 shares valued at approximately $1.798 million. This move comes as IBM reported better-than-expected earnings, with EPS of $4.52 and revenue of $19.69 billion, and analysts maintain a "Moderate Buy" rating with an average price target of $330.07. The company also announced a quarterly dividend of $1.68, offering a 2.6% yield.
CenterBook Partners LP Reduces Stock Position in Xperi Inc. $XPER
CenterBook Partners LP significantly reduced its stake in Xperi Inc. by 61.4% in Q3, selling over 362,000 shares but still retaining a position valued at $1.48 million. Despite this, institutional ownership remains high at 94.28%, with several other firms increasing or opening new positions in XPER. Analysts maintain a "Buy" rating for Xperi with an average price target of $11.00, while the stock recently traded around $5.49.
Billionaire Israel Englander Sells Nvidia Stock and Buys an AI Stock Up 2,000% Since Early 2023
Billionaire Israel Englander's hedge fund, Millennium Management, sold 3 million shares of Nvidia (NVDA) while increasing its stake in Palantir Technologies (PLTR) by 543,300 shares in the fourth quarter. Despite trimming his Nvidia position, it remains a significant holding for Englander. The article details the competitive advantages of both companies in the AI market and discusses their valuations, noting Palantir's high price-to-sales and price-to-earnings ratios.
iQIYI, Inc. Sponsored ADR (NASDAQ:IQ) Receives Consensus Rating of "Hold" from Analysts
Four analysts have given iQIYI, Inc. Sponsored ADR (NASDAQ:IQ) a consensus "Hold" rating, with an average 12-month target price of $2.64. Recent analyst sentiment has shown downside pressure, including a "strong sell" from Zacks. Despite this, institutional ownership stands at 52.69%, with significant recent buys from firms like Marshall Wace, as the stock trades near $1.82 with a $1.75 billion market cap.
Salesforce Inc. (NYSE:CRM): A Value Investing Case Study
This article presents a value investing case study for Salesforce Inc. (NYSE:CRM), highlighting its attractive valuation metrics compared to its industry and the S&P 500. The analysis points to Salesforce's strong profitability, efficient capital use, and solid historical growth as indicators of a high-caliber business, distinguishing it from a "value trap." Despite some liquidity notes, the company's robust financial health and debt coverage reinforce its appeal for value-focused investors.
ZoomInfo Technologies Inc. (NASDAQ:GTM) Receives Consensus Rating of "Hold" from Analysts
ZoomInfo Technologies Inc. (NASDAQ:GTM) has received a consensus "Hold" rating from 14 analysts, with an average 1-year price target of $9.25. The company's Q4 EPS of $0.32 beat estimates, and revenue was up 3.2% year-over-year, while institutional investors own 95.47% of the shares. Various analysts have recently updated their price targets and ratings on the stock.
CenterBook Partners LP Purchases Shares of 28,617 Hut 8 Corp. $HUT
CenterBook Partners LP recently initiated a position in Hut 8 Corp. (NASDAQ:HUT) by purchasing 28,617 shares valued at approximately $996,000 during the third quarter. Other institutional investors like Zweig DiMenna and Vanguard Group Inc. have also increased their holdings, contributing to an overall institutional ownership of about 31.75%. Analysts maintain a largely positive outlook on Hut 8, with an average "Buy" rating and a target price of $64.69, significantly above its current trading price of around $53.82.
Are Options Traders Betting on a Big Move in Roper Stock?
Options traders are showing significant interest in Roper Technologies (ROP), indicated by the high implied volatility of its Feb. 20, 2026 $280 Call options. This suggests expectations for a substantial price movement in the stock. Despite this, analysts currently rate Roper Technologies as a Zacks Rank #3 (Hold), with recent earnings estimate revisions trending downwards.
CenterBook Partners LP Cuts Position in Core Scientific, Inc. $CORZ
CenterBook Partners LP significantly reduced its stake in Core Scientific (NASDAQ:CORZ) during the third quarter, selling 83.9% of its shares. Despite this large sale, Core Scientific maintains a "Moderate Buy" consensus rating from analysts with an average price target of $24.21, reflecting positive sentiment. The company, a leading blockchain infrastructure and digital asset mining service provider, has a market capitalization of $5.36 billion and trades with a high P/E ratio, indicating an elevated valuation.
Annis Gardner Whiting Capital Advisors LLC Purchases 22,940 Shares of NVIDIA Corporation $NVDA
Annis Gardner Whiting Capital Advisors LLC increased its stake in NVIDIA Corporation (NVDA) by 49.5%, acquiring an additional 22,940 shares, bringing its total to 69,267 shares valued at $12.924 million. This makes NVIDIA its 5th largest holding, accounting for 2.7% of its portfolio. The move comes as NVIDIA continues to report strong earnings, with Q3 EPS beating estimates and revenue up 62.5% year-over-year, supported by strategic partnerships and ongoing demand from the AI sector, despite some analyst concerns about high pricing and potential post-earnings pullbacks.
Super Micro Computer: The Less Discussed FQ2 Accounting Items (NASDAQ:SMCI)
Super Micro Computer (SMCI) receives an upgrade to Buy following a recent selloff, with the article highlighting that investment expenses and other near-term negatives are now priced in. The company's FQ2 2026 cash flow reconciliation reveals significant investments, anticipating future cash flow boosts from changes in accounts receivable and inventory. SMCI is considered to have compelling valuation at a forward P/E of approximately 14.4x, supported by strong consensus EPS growth predictions for 2026 and 2027, despite potential risks from margin pressure and customer concentration.
Aberdeen Group plc Reduces Stock Holdings in Futu Holdings Limited Sponsored ADR $FUTU
Aberdeen Group plc significantly reduced its stake in Futu Holdings Limited Sponsored ADR (FUTU) by 38.3% in the third quarter, selling 26,207 shares. Despite this, Futu's stock remains highly rated by analysts, with a consensus "Buy" rating and a target price of $205.06, following strong quarterly earnings that surpassed expectations. The company, a technology-driven brokerage and wealth management firm, reported EPS of $2.93 against an expected $2.54 and revenue of $822.8 million against $631.5 million expected.
Trinity Capital Inc. (NASDAQ:TRIN) Receives Average Recommendation of "Moderate Buy" from Analysts
Trinity Capital Inc. (NASDAQ:TRIN) has received an average "Moderate Buy" rating from analysts, with an average 12-month price target of $16.29. The company also declared a monthly dividend of $0.17, offering a 13.6% yield. Despite a high payout ratio, TRIN is trading around $15 with a market cap of $1.13 billion and a P/E of 6.84, attracting income-oriented investors.
Anthropic's new tool wipes down billions from CrowdStrike, Cloudflare, Palo Alto Networks, and Zscaler, Okta stocks; company says: We also... - The Times of India
Anthropic introduced Claude Code Security, an AI-powered tool for scanning codebases for vulnerabilities, causing a significant sell-off in cybersecurity stocks. Major companies like CrowdStrike, Cloudflare, Okta, SailPoint, Zscaler, Palo Alto Networks, and Fortinet saw their shares drop by 2-9%. This disruption is attributed to fears that AI could significantly alter the cybersecurity landscape, despite some analysts believing AI will ultimately benefit the sector.
NVIDIA Corporation $NVDA is Activest Wealth Management's 7th Largest Position
Activest Wealth Management increased its stake in NVIDIA (NVDA) by 11.1% in Q3, making it their 7th largest holding at $13.9 million. NVIDIA reported strong Q4 earnings, beating analyst estimates with significant revenue growth. The company benefits from an expanded Meta partnership and a potential investment in OpenAI, though risks include a possible post-earnings pullback and emerging competition from ASIC manufacturers.
Nvidia and Broadcom Compete in AI Infrastructure
Nvidia dominates the GPU market for AI workloads, holding over 90% market share, while Broadcom leads in custom ASIC technology, offering energy-efficient alternatives. Broadcom's strategic partnerships with Alphabet for Tensor Processing Units (TPUs) and a $21 billion order from Anthropic position it for significant growth in the competitive AI infrastructure space. Despite Nvidia's current lead, Broadcom's specialization in custom chips and data center networking makes it a strong contender for future AI buildouts.
ANTIPODES PARTNERS Ltd Invests $16.46 Million in Fiserv, Inc. $FISV
ANTIPODES PARTNERS Ltd has invested $16.46 million in Fiserv, Inc. (NASDAQ:FISV) by purchasing 127,628 shares in the third quarter. This move is part of broader institutional interest, with investors now owning about 90.98% of the company's stock, despite several analyst downgrades and a consensus "Hold" rating. Fiserv recently exceeded quarterly earnings estimates and provided optimistic FY2026 guidance, while company insiders, including the CFO, also bought shares.
Uber Technologies Stock To $96?
Trefis has a positive outlook on Uber Technologies (UBER) stock, suggesting it's an attractive buy with a potential to reach $96. This assessment is based on Uber's strong operating performance, financial condition, very strong growth, and moderate valuation, despite its very weak downturn resilience. The analysis details UBER's valuation, growth, profitability, and financial stability compared to the broader market.
Analysis of Growth Potential in Low-Priced Stocks
This article analyzes the growth potential of Cipher Mining (CIFR) and SoFi (SOFI), two low-priced stocks. Cipher Mining is positioned to address the energy bottleneck in the AI sector with its large gigawatt pipeline and existing long-term contracts with major tech companies. SoFi, despite a recent stock dip, shows strong revenue growth and diversified financial products, including a re-launched crypto trading platform, suggesting significant future growth.
Taiwan Semiconductor Set to Benefit from Surge in AI Spending
Taiwan Semiconductor (TSM) is expected to significantly benefit from the surge in AI spending, with major AI hyperscalers projected to spend around $650 billion on data center capital expenditures by 2026. TSM is considered uniquely positioned in the AI chip market, serving clients like Nvidia and AMD, and anticipates a nearly 60% compound annual growth rate in AI chip revenue from 2024 to 2029. Despite this strong growth outlook, the company's stock currently trades at a reasonable price-to-earnings ratio of 26, slightly above the S&P 500's 22, making it an attractive investment in the AI buildout.
Needham Raises Price Target for Onto Innovation (ONTO) to $275
Needham has increased its price target for Onto Innovation (ONTO) to $275, maintaining a 'Buy' rating. This follows a trend of positive analyst ratings and raised price targets for ONTO from various firms in recent weeks, suggesting continued market optimism. Despite these upgrades, GuruFocus's GF Value estimates a potential downside for the stock based on its fair value calculations.
Roadzen (NASDAQ:RDZN) Cut to Sell at Wall Street Zen
Wall Street Zen downgraded Roadzen (NASDAQ:RDZN) from a "hold" to a "sell" rating, while Weiss Ratings reaffirmed a "sell (e+)" rating, resulting in a MarketBeat consensus rating of "Sell." Roadzen shares opened at $1.33, with a market cap of $105.32 million, and the company reported a recent quarterly loss of $0.12 per share on $14.36 million in revenue. Despite some institutional investors increasing or initiating positions, institutional ownership remains modest at approximately 24.73%.
Ubiquiti (NYSE:UI) Downgraded by Wall Street Zen to "Hold"
Ubiquiti (NYSE:UI) was downgraded by Wall Street Zen from a "buy" to a "hold" rating following a strong financial quarter where the company exceeded EPS and revenue expectations. Despite the downgrade, other analysts have mixed views, with some maintaining "buy" ratings and raising price targets, leading to an overall MarketBeat consensus of "Moderate Buy" with a target price below the stock's recent trading level. Institutional investors have shown increased activity in Ubiquiti shares, indicating continued interest in the company's performance.
TOYO (NASDAQ:TOYO) Upgraded by Wall Street Zen to Hold Rating
Wall Street Zen has upgraded TOYO (NASDAQ:TOYO) to a "Hold" rating, contributing to the stock's overall consensus "Hold" rating with an average target price of $18.00. Shares opened at $7.62, and institutional investor Renaissance Technologies recently increased its stake in the company. TOYO manufactures integrated solar cells and PV modules and institutional investors own approximately 84.61% of the company's stock.
1 Company Set to Make a Fortune from the $650 Billion Data Center Buildout
Taiwan Semiconductor (TSM) is positioned as a primary beneficiary of the estimated $650 billion data center buildout by major AI hyperscalers such as Amazon, Microsoft, Alphabet, and Meta Platforms. As the world's leading chip foundry, TSM manufactures chips for key players like Nvidia, AMD, and Broadcom, ensuring its involvement regardless of specific hardware choices. The company projects a nearly 60% compound annual growth rate for AI chip revenue between 2024 and 2029, and its stock is currently valued at 26 times forward earnings, presenting a compelling investment opportunity despite its recent price appreciation.
Lemonade, Inc. (NYSE:LMND) Receives Consensus Recommendation of "Hold" from Brokerages
Lemonade, Inc. (NYSE:LMND) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $71.71. The company recently reported a Q4 revenue beat and improved EPS, along with positive free cash flow, moving up its timeline to adjusted-EBITDA profitability. However, the stock is experiencing volatility due to significant insider selling and high short interest, leading to recent price swings.
