Current market catalysts

'AI Cloud Firm Nscale Seeking $3.5 Billion In Pre-IPO Financing' - Bloomberg News

Roth Capital Maintains Buy on VersaBank, Raises Price Target to $28

Roth Capital Reiterates Buy on American Outdoor Brands, Raises Price Target to $17

8-K filing — Kennedy Lewis Capital Co

Filed: 2026-09-04 AccNo: 0001911321-26-000032 Size: 185 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits

Roth Capital Maintains Neutral on Ambarella, Lowers Price Target to $65

Roth Capital analyst Suji Desilva maintains Ambarella (NASDAQ:AMBA) with a Neutral and lowers the price target from $90 to $65.

Roth Capital Reiterates Buy on Equillium, Maintains $12 Price Target

Roth Capital analyst Adam Walsh reiterates Equillium (NASDAQ:EQ) with a Buy and maintains $12 price target.

Lululemon’s Sales Reset Has More Stretching To Do, Analyst Cuts EPS Estimates

Guggenheim Partners cut Lululemon EPS estimates after Q2 results showed North American sales declining for the fifth straight quarter.

8-K/A filing — FARADAY FUTURE INTELLIGENT ELECTRIC INC. (FFAI)

Filed: 2026-09-04 AccNo: 0001213900-26-097575 Size: 189 KB Item 9.01: Financial Statements and Exhibits

Roth Capital Maintains Buy on CrowdStrike Holdings, Raises Price Target to $220

Roth Capital analyst Taz Koujalgi maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Buy and raises the price target from $200 to $220.

B. Riley Securities Reiterates Buy on Climb Bio, Raises Price Target to $30

B. Riley Securities analyst Mayank Mamtani reiterates Climb Bio (NASDAQ:CLYM) with a Buy and raises the price target from $26 to $30.

Why Is Belite Bio Stock Soaring Friday?

Canaccord Genuity initiates Belite Bio (BLTE) with a Buy and $303 target on FDA Priority Review for tinlarebant.

B. Riley Securities Maintains Neutral on Ciena, Lowers Price Target to $347

B. Riley Securities analyst Dave Kang maintains Ciena (NYSE:CIEN) with a Neutral and lowers the price target from $413 to $347.

B. Riley Securities Maintains Neutral on ChargePoint Hldgs, Raises Price Target to $8

B. Riley Securities analyst Ryan Pfingst maintains ChargePoint Hldgs (NYSE:CHPT) with a Neutral and raises the price target from $6 to $8.

Shares of software companies are trading lower after August's hotter-than-expected payrolls report increased expectations that the Federal Reserve could raise interest rates at its next meeting. A stronger U.S. dollar and higher rate expectations are weighing on growth stocks by reducing investor appetite for higher-risk assets.

8 Consumer Discretionary Stocks Whale Activity In Today’s Session

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B. Riley Securities Maintains Buy on Nutex Health, Raises Price Target to $325

B. Riley Securities Initiates Coverage On Infleqtion with Buy Rating, Announces Price Target of $23

SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today

A blowout August jobs report pushed traders to price a coin-flip chance of a Federal Reserve rate hike this month, dragging the S&P 500 and Dow lower by midday Friday.

Robinhood's Offshore AMC Token Setup Is 'Shocking and Shameful,' AMC CEO Says

AMC CEO Adam Aron threatens legal action against Robinhood over offshore AMC stock tokens, calling the setup “shocking and shameful.”

UiPath’s AI Engine Is Revving up — but Analysts Say the Stock Got There First

UiPath stock sank 17% despite beating Q2 estimates and raising its FY27 outlook. Here is why analysts remain cautious on PATH.

Transocean (RIG) Up 16.7% Since Last Earnings Report: Can It Continue?

Transocean reported Q2 2026 earnings that beat estimates with adjusted EPS of 3 cents versus consensus of 1 cent, driven by strong harsh environment floater performance. However, revenues declined 2.2% year-over-year due to lower ultra-deepwater revenues. Since the earnings release, analyst estimates have shifted downward by 35.19%, and the stock has a Zacks Rank #3 (Hold) rating with expectations for in-line returns ahead.

Southwest Gas (SWX) Down 4% Since Last Earnings Report: Can It Rebound?

Southwest Gas reported Q2 2026 earnings that missed estimates with adjusted EPS of 45 cents versus 47 cents expected, and revenues declined 9.6% year-over-year to $358.2 million. Despite the miss, operating income rose 30.8% and the company reaffirmed its 2026 EPS guidance of $4.17-$4.32. The stock has underperformed the S&P 500 by 4% since the earnings report. Zacks rates the stock as a Buy (Rank #2) with expectations for above-average returns in coming months.

Campbell's Q4 Earnings Call Focuses on Cost Cuts and Margin Repair

Campbell's reported Q4 fiscal 2026 earnings that missed consensus estimates, citing weak Snacks trends and elevated inflation. The company announced a $500M cost-saving program by fiscal 2030, cut its quarterly dividend by 36% to reduce debt, and expects further sales and profit pressure in fiscal 2027 before productivity gains materialize. Management emphasized concentrated brand spending and execution improvements rather than waiting for market conditions to improve.

Steris (STE) Down 2.1% Since Last Earnings Report: Can It Rebound?

STERIS reported strong Q1 fiscal 2027 results with adjusted EPS of $2.59 (up 10.7% YoY) beating estimates by 1.97%, driven by higher volume, pricing, and productivity across all segments. However, revenues of $1.49 billion missed consensus by 0.83%. The company reaffirmed its fiscal 2027 guidance for 7-8% revenue growth and $11.10-$11.30 adjusted EPS. Despite solid earnings, shares have underperformed the S&P 500 by 2.1% since the report.

TECK or WPM: Which Is the Better Value Stock Right Now?

In a comparison of two mining sector stocks, Teck Resources Ltd (TECK) emerges as the superior value investment option compared to Wheaton Precious Metals Corp (WPM). TECK holds a Zacks Rank #2 (Buy) versus WPM's #3 (Hold), and demonstrates significantly better valuation metrics including a lower forward P/E ratio of 19.11 versus WPM's 32.68, and a more attractive P/B ratio of 1.61 versus 7.34.

Why Is NuScale Power (SMR) Up 3% Since Last Earnings Report?

NuScale Power reported Q2 2026 loss of 13 cents per share matching estimates, with revenues plunging 98.8% to $0.1 million due to completion of prior-year engineering work. The company is advancing commercial readiness through expanded supplier agreements and design finalization for its small modular reactors, with strong liquidity of $1.89 billion supporting commercialization efforts. Estimates have trended upward 15.39% since earnings, though the stock carries a Zacks Rank #3 (Hold) with poor growth and value scores.

MITSY vs. HON: Which Stock Is the Better Value Option?

The article discusses various investment opportunities across sectors including robotics and AI, oil and natural gas, aerospace, employment trends, and biotech. It highlights earnings estimate increases for an oil and gas company, market cap movements for a space company, job growth in leisure and hospitality, and provides stock screening tools for investors seeking diversified exposure to emerging themes.

Capri Holdings (CPRI) Down 11.7% Since Last Earnings Report: Can It Rebound?

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