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EXPLAINED: 9 | Vintage Vibes

Why Hewlett Packard Enterprise’s Sell-Off May Not Last

HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.

MarketBeat · Sep 6

Moderna Just Doubled Overnight, and 2 More Healthcare Stocks Could Follow It

Moderna, Pharvaris and AbbVie span short, mid and long-term healthcare setups, from melanoma data to a Phase 3 catalyst and 13 straight years of dividend hikes.

MarketBeat · Sep 6

Can Apple's New Boss Deliver a Blockbuster Product Launch?

Apple prepares to unveil its first foldable iPhone amid rising component costs, with analysts split between a $400 bull case and a $263.66 bear case ahead of next week's launch.

MarketBeat · Sep 6

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Zscaler’s Strong Quarter Still Left Investors Waiting on 1 Key Signal

Zscaler's fiscal Q4 2026 results beat estimates with 24.9% revenue growth and wider margins, while analysts raised price targets despite lingering sales leadership transition concerns.

MarketBeat · Sep 5

Is Duolingo the Next Netflix-Style Comeback Story?

Evercore upgraded Duolingo to Outperform with a $210 price target, arguing AI chatbot fears were overblown as user growth, retention, and engagement remain strong.

MarketBeat · Sep 5

GitLab’s AI Tools Are Starting to Turn Developer Demand Into Real Revenue

GitLab posted 21.3% revenue growth and beat earnings estimates in Q2 FY2027, driven by its Flex consumption pricing model, and raised its full-year adjusted earnings guidance.

MarketBeat · Sep 5

GTA VI's Console Problem Isn't Take-Two's Problem

Take-Two shares fell despite strong GTA VI demand ahead of its Nov. 19 launch, with analysts maintaining Buy ratings and price targets implying upside, while Sony and Microsoft face console pricing and supply risks.

MarketBeat · Sep 5

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Merchants Bancorp’s Rally Is Testing How Much Risk Investors Will Overlook

Merchants Bancorp shares have surged despite past credit scares and a shareholder probe, as lower credit provisions and record assets drove a strong Q2 2026 earnings beat.

MarketBeat · Sep 5

Lululemon’s Earnings Beat Hid a Bigger Problem for Its Turnaround Story

Lululemon shares fell 18% after weak Q2 2026 results and cut guidance revealed declining Americas sales, tepid China growth, and a fading turnaround narrative.

MarketBeat · Sep 5

MarketBeat Week in Review – 08/31 - 09/04

Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.

MarketBeat · Sep 5

Revolution Medicines Got Its Breakthrough—What Moves It Next?

FDA approved Revolution Medicines' RASONQUE for pancreatic cancer, but RVMD stock stayed flat as investors had priced in the news early, with rising expenses now in focus.

MarketBeat · Sep 4

Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy

Retail earnings reveal a K-shaped consumer split: Home Depot and Lowe's post solid home-improvement sales, while Walmart and Five Below face mixed results amid tariff and margin pressures.

MarketBeat · Sep 4

FB Financial's Southern Expansion and Buybacks Drive Analyst Optimism

FB Financial's earnings and loans surged after its Southern States Bancshares acquisition, with analysts issuing Buy ratings and a consensus price target implying 15% upside.

MarketBeat · Sep 4

AST SpaceMobile Stock Soared 12%—This Was the Catalyst

AST SpaceMobile shares jumped nearly 12% after Berenberg initiated coverage with a Buy rating and $92 price target, even as regulatory hurdles and cash burn remain key challenges.

MarketBeat · Sep 4

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MarketBeat · Sep 4

Snowflake’s AI Momentum Is Forcing a Fresh Look at the Stock

Snowflake shares jumped over 20% after strong Q2 FY2027 results and raised guidance, prompting analysts to lift price targets into the high $300s to $450 range.

MarketBeat · Sep 4

Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers

Vertiv Holdings will acquire microgrid specialist UtilityInnovation Group, betting that solving data center power bottlenecks is key to AI infrastructure growth.

MarketBeat · Sep 4

Defense Stocks Are Pulling Back as Their Navy Tailwinds Get Stronger

Naval modernization contracts from the Navy are boosting GE Aerospace and RTX, whose recent stock pullbacks and large backlogs may offer investors a favorable entry point.

MarketBeat · Sep 4

Survey Reveals: America’s Top Autumn Activities that are Free [2026]

A survey of 3,011 families reveals America’s favorite free fall activities, from pumpkin festivals and local fairs to cultural events and public lands.

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MarketBeat · Sep 4

Defying Gravity: Space Stocks Reach Escape Velocity

Wall Street is re-rating space stocks after NASA's $700 million Blue Origin contract, with Berenberg initiating bullish coverage on AST SpaceMobile, Rocket Lab, and Planet Labs.

MarketBeat · Sep 4

Credo Technology Just Plunged 20%—Did the Market Overreact?

Credo Technologies stock fell 20% despite a Q1 FY2027 revenue and EPS beat and raised guidance, as analysts cite margin compression but maintain a bullish Moderate Buy consensus.

MarketBeat · Sep 4

Accelerant’s Take-Private Deal Raises a Bigger Question for Insurance Stocks

Accelerant Holdings shares surged 43% after strong Q2 earnings and a Thoma Bravo take-private deal at $20.25 per share, highlighting value in specialty insurance exchange models.

MarketBeat · Sep 4

3 CEOs Are Buying Millions of Dollars of Their Beaten-Down Stocks

CEOs of Alibaba, Klarna, and CoStar bought over $20 million combined in company shares as each stock struggled in 2026, signaling insider confidence despite weak performance.

MarketBeat · Sep 3

The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story

Broadcom beat earnings estimates and raised AI chip guidance, projecting $115 billion in FY2027 and $230 billion in FY2028 AI semiconductor sales as Anthropic and OpenAI grow as XPU customers.

MarketBeat · Sep 3

NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now

NVIDIA agreed to acquire Hugging Face for about $12.9 billion, a move aimed at strengthening its software ecosystem and CUDA architecture against custom silicon competition from hyperscalers.

MarketBeat · Sep 3

Dropping the Dough: Yum! Brands Strategically Trims the Fat

Yum! Brands sold Pizza Hut outside Mainland China for about $1.5 billion and launched a $4 billion buyback, sharpening its focus on Taco Bell and KFC amid a fast-food traffic slowdown.

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