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Lead StoryAnalyst Actions08:59 AM ET
EXCLUSIVE: Forget China — Samsung Is The Bigger Threat To Micron, SanDisk Investors, Says Nicholas Mugalli
Nicholas Mugalli says Samsung, not China, is the bigger memory-chip threat for Micron and SanDisk investors as supply fears rise.
Why it
matters
matters
An expert thinks Samsung makes better memory chips than people expected. If Samsung gains customers, Micron and SanDisk might sell less.
AI-Generated · Educational · Not Advice
Read full story →Source · Benzinga
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02:28 PM ETAnalyst Actions

GameStop’s Collectibles Push, Trading Card Buybacks, eBay Stake Offer Strategic Upside, Analyst Says
WhyGameStop is trying new business ideas like collectibles and trading cards. An expert thinks these moves could help the company grow in the future.
GMEEBAYSource · Benzinga
02:20 PM ETAnalyst Actions

Shopify Price Hikes Signal Pricing Power as JPMorgan Keeps $200 Bullish Target
WhyShopify raised prices on some plans to earn more money. When customers accept higher prices, it shows the company is strong and valuable.
SHOPMETAJPMSource · Benzinga
01:52 PM ETAnalyst Actions

Ascentage Pharma Stock Could More Than Double: Analyst
WhyAscentage Pharma is a cancer medicine company testing new drugs. An analyst thinks the stock could do really well if those test results come out good in 2027.
AAPGTAKSource · Benzinga
01:39 PM ETAnalyst Actions

JB Hunt Transport Analysts Cut Their Forecasts After Q3 Results
WhyJ.B. Hunt earned less money than experts thought it would make. Experts still believe in the company, but they lowered how much they think the stock is worth.
JBHTSource · Benzinga
01:33 PM ETAnalyst Actions

ManpowerGroup Analysts Slash Their Forecasts Following Q3 Results
WhyManpowerGroup hit its earnings number but fell short on sales. Analysts got worried and lowered what they think the stock is worth.
MANSource · Benzinga
01:28 PM ETAnalyst Actions

These Analysts Revise Their Forecasts On U.S. Bancorp Following Q3 Results
WhyU.S. Bancorp made more profit per share than experts expected. But it earned less total money than they thought it would.
USBSource · Benzinga
01:19 PM ETAnalyst Actions

Charles Schwab Stock Is Falling Friday: What's Going On?
WhyCharles Schwab made more money than ever before and beat what experts guessed. When a company does really well but the stock goes down, it means people might be worried about something else.
SCHWSource · Benzinga
01:15 PM ETAnalyst Actions

These Analysts Revise Their Forecasts On PNC Financial After Q3 Results
WhyPNC made more money per share than people expected. The company looks stronger ahead, so analysts are adjusting their price targets higher.
PNCSource · Benzinga
01:06 PM ETAnalyst Actions

Revolution Medicines Stock Has Surged 124% This Year — Analyst Sees More Room to Grow
WhyRevolution Medicines stock has gone up a lot this year. An analyst thinks the company's new cancer medicine and growth plans mean the stock could go even higher.
RVMDSource · Benzinga
12:45 PM ETAnalyst Actions
SB
Stephens & Co. Downgrades Capital Bancorp to Equal-Weight
WhyAn expert analyst thinks Capital Bancorp is now fairly priced instead of a great deal. When smart money loses confidence, it hints the company might face rougher times ahead.
CBNKSource · Benzinga
12:44 PM ETAnalyst Actions

Why Is U.S. Bancorp Stock Gaining Friday?
WhyAn analyst thinks U.S. Bancorp will make more money next year. That makes investors feel better about owning the stock.
USBAMZNSource · Benzinga
12:42 PM ETAnalyst Actions

BNY’s Transformation ‘Continues to Deliver Strong Results,’ Analyst Says After Q3 Beat
WhyBNY made more money than expected this quarter. The company earned more per share and kept more profit, which shows strong business health.
BNYSource · Benzinga
12:42 PM ETAnalyst Actions
SB
Stephens & Co. Reinstates Overweight on Q2 Holdings, Announces $74 Price Target
WhyAn expert thinks Q2 Holdings stock looks good again. They say it could be worth around $74 per share.
QTWOSource · Benzinga
12:39 PM ETAnalyst Actions
SB
Stephens & Co. Reinstates Equal-Weight on Flywire, Announces $20 Price Target
WhyAn analyst says Flywire is fairly priced right now at about twenty dollars. This suggests watching how the company actually performs to see if that price makes sense.
FLYWSource · Benzinga
12:37 PM ETAnalyst Actions
SB
Stephens & Co. Reinstates Overweight on Ncino, Announces $26 Price Target
WhyA market expert called Stephens & Co. says Ncino stock looks good to own. They set a price goal of $26 to watch for.
NCNOSource · Benzinga
12:34 PM ETAnalyst Actions
SB
Stephens & Co. Reinstates Equal-Weight on Euronet Worldwide, Announces $71 Price Target
WhyAn analyst started following Euronet again and set a price goal. This shows the company is back on the radar for careful watching.
EEFTSource · Benzinga
12:21 PM ETAnalyst Actions

Prologis Analyst Touts ‘Ample Defenses’ Against Data Center Challenges
WhyPrologis owns warehouses that help companies store data and goods. One expert thinks the recent price drop is a good buying chance, even though some people worry about data center problems.
PLDORCLCRWVSource · Benzinga
12:17 PM ETAnalyst Actions
SB
Oppenheimer Downgrades Equifax to Perform
WhyA stock expert thinks Equifax will do okay, not great anymore. Watch how the company handles data safety and keeps customers happy.
EFXSource · Benzinga
11:07 AM ETAnalyst Actions

Nvidia, Micron and Broadcom Already Trade Like Cisco Post Dot-Com Burst: Bank of America
WhyA bank analyst says three big chip companies trade at prices similar to Cisco after a big crash. This means the market might be pricing in tough times ahead for these businesses.
CSCOAVGOMUSource · Benzinga
10:29 AM ETAnalyst Actions

These Analysts Revise Their Forecasts On Charles Schwab After Q3 Results
WhyCharles Schwab earned more money than experts thought it would. Most analysts still like the stock even though one expert lowered their price guess.
SCHWSource · Benzinga
10:23 AM ETAnalyst Actions

This Workday Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
WhySome analysts changed their minds about these companies. They now think the stocks might not do as well as before.
WDAYVRNSPARRSource · Benzinga
10:20 AM ETAnalyst Actions

This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
WhySeveral stock experts decided these five companies look better than before. They raised their ratings, which hints the experts see stronger futures ahead.
GEFZIONARRYSource · Benzinga
08:49 AM ETAnalyst Actions
SB
Keybanc Downgrades Workday to Sector Perform
WhyA trusted analyst thinks Workday stock is now just okay, not great anymore. This means the company may not beat other software companies in the near future.
WDAYSource · Benzinga
08:43 AM ETAnalyst Actions
Stock Market Today: Dow Jones, S&P 500 Futures Rise, Nasdaq Falls as Bessent Intensifies Economic Pressure on Iran— TSLA, AA, IBKR in Focus (UPDATED)
WhyStock futures went up Friday, but technology stocks fell down. When different parts of the market move in opposite ways, it means investors are uncertain about what comes next.
SPYTSLAX:BTCUSDSource · Benzinga
08:30 AM ETAnalyst Actions

Zeta Global Stock Hits 52-Week High - Here's Why
WhyA big investment bank thinks Zeta Global is a good buy now. When experts feel confident, it often means they see the company doing well ahead.
ZETANVDAGSSource · Benzinga
08:25 AM ETAnalyst Actions

SpaceX To Rally Around 85%? Here Are 10 Top Analyst Forecasts For Friday
WhySome Wall Street experts think certain stocks might do well soon. When experts change their price targets, it shows how they view each company's future.
SPCXMSTRTWLOSource · Benzinga
08:19 AM ETAnalyst Actions

FMC's Dividend Could Be the Next Casualty As Pesticide Price War Deepens: Analyst
WhyFMC makes farm chemicals, but cheaper copycat products are hurting sales. Watch whether the company can still pay its shareholders money, called a dividend.
FMCSource · Benzinga
08:10 AM ETAnalyst Actions

This Urban Outfitters Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
WhyA new analyst started following Urban Outfitters and five other companies this week. When experts begin watching a stock, it means they think it is worth learning about.
URBNELANHRTGSource · Benzinga
07:23 AM ETAnalyst Actions

Coca-Cola Deals Pepsi a Stinging Blow, Snatches KFC After Nearly 40 Years
WhyKFC switched from serving Pepsi to Coca-Cola at its restaurants. This means Coca-Cola gained a huge customer, while Pepsi lost one.
KOPEPYUMSource · Benzinga
07:18 AM ETAnalyst Actions

Dan Ives Says Apple-Meta AI Partnership Could Help Unlock $75 Per Share in AI Value for AAPL Stock — 'Start of What Could Be Just a Massive Collaboration'
WhyAn analyst thinks Apple and Meta working together on AI could add a lot of value. When companies team up on new technology, it sometimes creates bigger opportunities than they could alone.
AAPLMETACRWVSource · Benzinga
07:09 AM ETAnalyst Actions

Peter Schiff Pushes Back on Kevin Hassett's Strong-Economy and Consumer Spending Claims: ‘They're Borrowing Because They're Broke’
WhyTwo experts disagree about how strong the economy really is. One thinks people are spending because they have to borrow, not because things are good.
Source · Benzinga
Educational commentary, not financial advice. No outcomes guaranteed. Headlines link to the original publisher.