UBS upgrades IBM (IBM) to Neutral after 22% drop in 2026, citing balanced risk/reward at $236 target. Stock trades at discount with 7% FCF yield.
Author: Trader Edge
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First Solar (FSLR) stock dropped 15% after announcing 2026 revenue guidance of $4.9B-$5.2B, missing analyst expectations of $6.16B due to tariffs and policy shifts.
Cava Group (CAVA) stock rallied 21% after Q4 earnings topped estimates at $275M. Analysts raised price targets following strong 2026 guidance of 3-5% comp growth.
Intuitive Machines (LUNR) shares dropped 15% after announcing a $175M equity raise at a 20% discount, adding to dilution concerns following Lanteris deal.
Paramount Skydance (PSKY) reports Q4 earnings Feb 25. Analysts forecast $8.15B revenue as the company battles Netflix for Warner Bros. Discovery acquisition.
CoreWeave (CRWV) reports Q4 earnings Feb. 26 with $1.55B revenue expected. Analysts rate it Moderate Buy amid Meta deal news and 15.72% volatility forecast.
Oppenheimer upgrades Oracle (ORCL) to Outperform with $185 target. Analysts highlight favorable valuation after stock drops 55% from September highs.
Circle Internet (CRCL) stock jumps 13% after crushing Q4 estimates with $770M revenue and $0.43 EPS. USDC circulation reaches $75.3B, up 72% YoY.
Nvidia (NVDA) reports Q4 earnings today. Analysts forecast $61B data center revenue and 75% gross margin as competition from AMD intensifies. Stock flat since October.
Taiwan Semiconductor (TSM) climbs to 52-week high of $385.75 after AMD’s $100B Meta AI chip deal. Analysts rate TSM Strong Buy with $410 price target.
Coinbase (COIN) launches zero-commission stock and ETF trading for all US users, featuring 8,000+ securities with 24/5 access and Yahoo Finance integration.
MercadoLibre (MELI) reported Q4 revenue of $8.76B, beating forecasts by $300M with 45% growth, but EPS missed on AI and ad platform investments.
Ford (F) stock jumped 4.5% after executive chairman bought $1.93M in shares, Q4 earnings exceeded expectations, despite announcing recalls for 450K vehicles.
AMD (AMD) gets Buy ratings from analysts after signing massive Meta AI GPU deal worth billions, with first 1GW shipments targeting late 2026.
Zeta Global (ZETA) exceeds Q4 expectations with $0.28 EPS and $394.6M revenue, up 25% YoY. Company issues bullish 2026 guidance above street estimates.