Market News (Page 21) - TendieTensor

Market News Page 21 of 290 • 7,243 articles

UPCOMING DEADLINE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Gauzy

GlobeNewswire Inc. • Faruqi & Faruqi, Llp

UPCOMING DEADLINE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Gauzy

01/08/2026 01:33 PM • Securities law firm Faruqi & Faruqi is investigating potential claims against Gauzy Ltd. after the company announced on November 14, 2025 that French insolvency proceedings (Redressement Judiciaire) were commenced against three of its French subsidiaries. The announcement triggered a default under the company's senior secured debt facilities and caused Gauzy's stock to plummet nearly 50% over two trading days. The firm is seeking a lead plaintiff for a federal securities class action with a February 6, 2026 deadline.

MSFT - Supporting legislation that could limit chip exports, but still investing heavily in AI infrastructure
GAUZ - Company faces federal securities class action lawsuit alleging false/misleading statements about financial condition. Three French subsidiaries entered insolvency proceedings, triggering debt default. Stock price collapsed nearly 50% following the announcement, indicating severe loss of investor confidence and significant financial distress.

#securities litigation #class action #insolvency proceedings #debt default #stock decline #French subsidiaries #misleading statements

Global Disposable Endoscopes Market to Accelerate at a CAGR of ~10% by 2032 as Healthcare Shifts Toward Infection-Free Diagnostic Solutions | DelveInsight

GlobeNewswire Inc. • Delveinsight

Global Disposable Endoscopes Market to Accelerate at a CAGR of ~10% by 2032 as Healthcare Shifts Toward Infection-Free Diagnostic Solutions | DelveInsight

01/08/2026 01:00 PM • The global disposable endoscopes market is expected to grow from USD 2.6 billion in 2024 to USD 5.7 billion by 2032, driven by healthcare providers' focus on infection control, minimally invasive procedures, and technological advancements. North America leads the market, while Asia-Pacific is expected to experience the fastest growth. Key players include Olympus, Boston Scientific, and Ambu, with recent developments including product launches and manufacturing expansions.

BSX - Identified as a key player with recent developmental activities including expansion of single-use endoscopy production in Costa Rica and launch of the Endura suite of weight-loss solutions, demonstrating active market participation and growth initiatives.

#disposable endoscopes #infection control #minimally invasive procedures #medical devices #healthcare technology #single-use devices #bronchoscopes #gastroenterology #pulmonology

CrowdStrike Trades in a Tight Range as Growth Strength Meets Valuation Limits

Investing.com • Itai Smidt

CrowdStrike Trades in a Tight Range as Growth Strength Meets Valuation Limits

01/08/2026 12:50 PM • CrowdStrike demonstrates strong operational fundamentals with 22% revenue growth, 23% ARR growth, and accelerating net-new ARR of 265 million dollars (73% YoY increase). However, the stock trades at premium valuations (23x FY26 revenue, 18.8x FY27 revenue) roughly double peer multiples, leaving little room for error. While the company benefits from a large TAM, powerful telemetry flywheel, and agentic AI leadership, valuation risks and operational concerns from the July 2024 outage limit upside. The analyst rates the stock as a Hold at current levels.

CRWD - Strong fundamentals with 22% revenue growth, 23% ARR acceleration, and robust free cash flow (24% margin) support a bullish long-term thesis. However, premium valuation at 23x FY26 and 18.8x FY27 revenue—roughly double peer multiples—combined with operational risks from the July 2024 outage and competitive threats from Microsoft leave limited margin of safety. Rated as a Hold for current shareholders but not compelling for new capital.

#cybersecurity #endpoint detection and response #valuation #ARR growth #agentic AI #platform consolidation #operational risk

ZenaTech completa su vigésima adquisición en el primer año de Drone como Servicio, fortaleciendo las oportunidades de gestión de incendios forestales y obras públicas en California

GlobeNewswire Inc. • Na

ZenaTech completa su vigésima adquisición en el primer año de Drone como Servicio, fortaleciendo las oportunidades de gestión de incendios forestales y obras públicas en California

01/08/2026 12:47 PM • ZenaTech completed its 20th acquisition by acquiring L.D. King, Inc., a civil engineering and surveying firm based in Los Angeles. This acquisition strengthens ZenaTech's Drone as a Service (DaaS) platform and expands its capabilities in wildfire management, disaster assessment, and public works in California. The company has exceeded its first-year DaaS expansion goals, building a network of thousands of commercial and government customer relationships across the US and globally.

ZENA - Company exceeded first-year DaaS expansion goals with 20 acquisitions, established a strong customer network with government and commercial clients, positioned itself in high-growth drone services market (36% annual growth), and acquired an established profitable business with decades of operational history and existing customer relationships in a disaster-prone region.

#Drone as a Service #DaaS #acquisition #wildfire management #civil engineering #surveying #artificial intelligence #autonomous drones #government contracts

The $190B Data Lockdown: Why 'Sovereign Tech' is the Next Massive Wealth Transfer

Benzinga • Prnewswire

The $190B Data Lockdown: Why 'Sovereign Tech' is the Next Massive Wealth Transfer

01/08/2026 12:40 PM • Data sovereignty regulations are fragmenting global AI and cloud markets as organizations must keep sensitive data within national borders. The government cloud market is projected to reach $190.66 billion by 2033, driving demand for secure infrastructure. Major cybersecurity and cloud companies are securing government contracts and expanding capabilities to meet compliance requirements across multiple regions.

ESTC - Secured a $130 million contract with CISA to develop a unified SIEMaaS platform on FedRAMP-certified Elastic Cloud, demonstrating strong government sector traction and positioning in the growing sovereign tech market.

#data sovereignty #sovereign tech #government cloud #cybersecurity #compliance #quantum encryption #SIEM #RegTech

Hermès International : bilan du contrat de liquidité au 31 décembre 2025

GlobeNewswire Inc. • Na

Hermès International : bilan du contrat de liquidité au 31 décembre 2025

01/08/2026 12:00 PM • Hermès International reports its semi-annual liquidity contract balance as of December 31, 2025. During the second semester of 2025, BNP Paribas executed 73,749 share purchases for €159.7 million and 72,547 share sales for €157.5 million on behalf of the company. The liquidity account held 4,618 shares and €15.7 million in cash at period end.

BNPZY - BNP Paribas is mentioned solely as the liquidity provider executing routine contractual obligations. The report contains no information suggesting performance issues or concerns regarding their role.

#liquidity contract #share repurchase #BNP Paribas #semi-annual report #trading activity

Rexel: biannual sharebuyback program at December 31, 2025

GlobeNewswire Inc. • Na

Rexel: biannual sharebuyback program at December 31, 2025

01/08/2026 12:00 PM • Rexel has published its biannual liquidity agreement update with Natixis-Oddo BHF covering the period from July 1 to December 31, 2025. The liquidity account held 145,920 Rexel shares and €18.3 million as of December 31, 2025, compared to 626,370 shares and €8.2 million at the agreement's implementation. During the six-month period, 11,003 purchase transactions and 10,183 sale transactions were executed, trading approximately 3.36 million shares in purchases and 3.38 million shares in sales.

SHMDW - Company received an innovation award, demonstrated technological leadership, and highlighted breakthrough capabilities in advanced electronics manufacturing with a new CMP solution
RXEEY - The article is a routine regulatory disclosure of liquidity agreement operations. The trading volumes and account balances reflect normal market-making activities with balanced buy/sell transactions. No material business developments, performance issues, or strategic changes are indicated.

#liquidity agreement #market monitoring #share trading #financial transactions #Euronext Paris

Bronstein, Gewirtz & Grossman LLC Urges Perrigo Company plc Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Perrigo Company plc Investors to Act: Class Action Filed Alleging Investor Harm

01/08/2026 12:00 PM • A class action lawsuit has been filed against Perrigo Company plc for alleged securities fraud. The complaint alleges that Perrigo made materially false statements and failed to disclose significant underinvestment and manufacturing deficiencies in its infant formula business acquired from Nestlé, resulting in overstated financial results. Investors who purchased Perrigo securities between February 27, 2025 and November 4, 2025 are encouraged to join the case, with a lead plaintiff deadline of January 16, 2026.

PRGO - The company is the subject of a securities fraud class action lawsuit alleging material misstatements and non-disclosure of significant operational and financial problems in its infant formula business, including underinvestment, manufacturing deficiencies, and overstated financial results.

#class action lawsuit #securities fraud #infant formula business #Nestlé acquisition #manufacturing deficiencies #financial misstatement #investor harm

Rexel : bilan semestriel programme de rachat au 31 décembre 2025

GlobeNewswire Inc. • Na

Rexel : bilan semestriel programme de rachat au 31 décembre 2025

01/08/2026 12:00 PM • Rexel's liquidity contract with Natixis-Oddo BHF for the second half of 2025 shows 11,003 buy transactions and 10,183 sell transactions, with 3.36 million shares bought for €95.66 million and 3.38 million shares sold for €96.99 million. The liquidity account held 145,920 Rexel shares and €18.3 million in cash as of December 31, 2025.

RXEEY - The article presents routine liquidity contract reporting with balanced buy/sell activity and no material operational or financial concerns. Trading volumes and cash positions appear normal for market-making operations. No negative or positive catalysts are mentioned.

#liquidity contract #market making #share trading #H2 2025 results #Rexel shares

Bronstein, Gewirtz & Grossman LLC Urges Jayud Global Logistics Ltd. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Jayud Global Logistics Ltd. Investors to Act: Class Action Filed Alleging Investor Harm

01/08/2026 12:00 PM • A class action lawsuit has been filed against Jayud Global Logistics Ltd. (NASDAQ: JYD) alleging securities fraud. The complaint claims defendants made materially false statements and failed to disclose a fraudulent stock promotion scheme involving social media misinformation, coordinated share dumping by insiders using offshore accounts, and artificial trading activity that inflated stock prices. Investors who purchased Jayud securities between April 21, 2023 and April 30, 2025 may be eligible to join the lawsuit, with a lead plaintiff deadline of January 19, 2026.

JYD - The company is the subject of a class action lawsuit alleging securities fraud, including fraudulent stock promotion schemes, insider share dumping, and materially misleading statements to investors. These serious allegations of misconduct and investor harm warrant a negative sentiment rating.

#class action lawsuit #securities fraud #stock promotion scheme #insider trading #misleading statements #investor harm #share dumping

Bronstein, Gewirtz & Grossman LLC Urges Smartsheet Inc. Investors to Act: Class Action Filed Alleging Investor Harm

GlobeNewswire Inc. • Bronstein, Gewirtz & Grossman Llc

Bronstein, Gewirtz & Grossman LLC Urges Smartsheet Inc. Investors to Act: Class Action Filed Alleging Investor Harm

01/08/2026 12:00 PM • A class action lawsuit has been filed against Smartsheet Inc. and its acquirers (Blackstone, Vista Equity Partners, and Abu Dhabi Investment Authority) alleging that defendants made false and misleading statements in proxy materials regarding Smartsheet's financial performance during the January 2025 merger process. The complaint claims defendants deliberately mischaracterized quarterly earnings and created misleading financial metrics to solicit stockholder approval.

BX - Named as a defendant in the class action lawsuit for alleged involvement in securities fraud related to the Smartsheet acquisition and misrepresentation of the company's financial condition.

#class action lawsuit #securities fraud #proxy statement #merger #false disclosure #investor harm #financial misrepresentation

SanDisk: Why It Just Had One of the Biggest Days in Its History

Investing.com • Leo Miller

SanDisk: Why It Just Had One of the Biggest Days in Its History

01/08/2026 11:44 AM • SanDisk surged 27% on January 6, 2026, its second-largest single-day gain, driven by NVIDIA CEO Jensen Huang's comments about AI data storage being an underserved market that could become the world's largest storage market. Additionally, TrendForce forecasts NAND flash contract prices will rise 33-38% in Q1 2026, with enterprise SSDs becoming the largest SSD market segment, benefiting SanDisk's revenue and margins.

SNDK - Strong 27% single-day gain driven by favorable AI data storage demand signals, expected NAND flash price increases of 33-38% in Q1 2026, and enterprise SSD market growth. NVIDIA CEO's comments about AI storage being an underserved market validate SanDisk's growth prospects.

#SanDisk #memory chips #AI data storage #NAND flash #solid-state drives #price increases #enterprise SSDs #Jensen Huang #NVIDIA

SKYX Plugs Into Nvidia's AI Ecosystem To Supercharge Smart Homes

Benzinga • Nabaparna Bhattacharya

SKYX Plugs Into Nvidia's AI Ecosystem To Supercharge Smart Homes

01/08/2026 11:40 AM • SKYX Platforms announced a strategic partnership with Nvidia by joining its Connect Program to enhance its ceiling-based smart home automation platform. The collaboration provides SKYX access to Nvidia's cloud tools, GPU systems, and AI software frameworks to enable advanced features like speech recognition, anomaly detection, and fall detection. Despite the positive strategic development, SKYX shares declined 3.95% to $2.19 on Thursday.

SKYX - Strategic partnership with Nvidia provides significant technological advantages, access to advanced AI tools, and positions the company to lead in smart home solutions with new revenue streams through subscriptions and analytics services. However, stock price declined on announcement day, suggesting market skepticism or profit-taking.

#smart home automation #AI ecosystem #ceiling-mounted hub #speech recognition #fall detection #privacy controls #recurring revenue #smart city developments

Survey: 67% of Gen Z Are Confident in AI Returns Versus Only 50% of Boomers. Here Are 2 AI Stocks to Buy Now and Hold for Decades.

The Motley Fool • Manali Pradhan, Cfa

Survey: 67% of Gen Z Are Confident in AI Returns Versus Only 50% of Boomers. Here Are 2 AI Stocks to Buy Now and Hold for Decades.

01/08/2026 11:35 AM • A survey reveals that 67% of Gen Z investors are confident in AI's long-term return potential compared to 50% of baby boomers. The article recommends Microsoft and Taiwan Semiconductor Manufacturing as two high-quality AI stocks suitable for decade-long holding, citing Microsoft's expanding Azure AI services and contracted backlog of $400 billion, and TSMC's dominance in chip foundry with advanced 2nm production capabilities.

MSFT - Strong AI deployment momentum with Azure growing 26% YoY, 900M+ monthly active AI users, $400B contracted backlog providing multiyear revenue visibility, and reasonable 25.2x forward P/E valuation. Company is scaling AI capacity by 80% in fiscal 2026.

#artificial intelligence #AI investments #Gen Z investors #cloud computing #semiconductor manufacturing #long-term returns #AI infrastructure

Why Voyager Technologies Stock Soared Today

The Motley Fool • Rich Smith

Why Voyager Technologies Stock Soared Today

01/08/2026 11:33 AM • Voyager Technologies stock surged 10.56% on January 8, 2026, driven by two positive catalysts: President Trump's announcement of a proposed $1.5 trillion defense budget for 2027, and NASA awarding Voyager a HUNCH contract for educational hardware development. As a company deriving over half its revenue from defense contracts with 57% year-to-date growth in that segment, Voyager stands to benefit significantly from increased defense spending.

TCBPY - Sold technology asset, which suggests potential strategic repositioning but without clear positive or negative implications
VOYG - Stock soared 10.56% due to two favorable developments: Trump's proposed $1.5 trillion defense budget (which directly benefits Voyager's primary revenue source) and a NASA HUNCH contract award. The company's defense business is growing rapidly at 57% year-to-date, positioning it well to capitalize on increased defense spending.

#defense budget #space technology #government contracts #NASA #defense spending #IPO #stock surge

Verifone Enters 2026 with Expanded Victa Line and Broadened Partner Ecosystem

GlobeNewswire Inc. • Verifone

Verifone Enters 2026 with Expanded Victa Line and Broadened Partner Ecosystem

01/08/2026 11:00 AM • Verifone announced significant expansion of its Victa payment device portfolio and new strategic partnerships with Shopify, Bilt, and Aevi at NRF 2026. The company introduced multiple new device form factors including Victa Register, Lane, Mini, Mobile Plus, Portable Plus, SoftPOS variants, and Unattended models, along with Verifone Touch kiosks. These announcements mark an inflection point in Verifone's transformation into a partner-first commerce platform designed to enable seamless payments globally.

SHOP - Partnership expands Shopify POS to enterprise-grade Verifone devices, providing merchants with more hardware choices and improved reliability. Integration enables consistent performance and flexible checkout configurations, enhancing Shopify's retail offering.

#payment devices #point of sale #strategic partnerships #commerce platform #Victa portfolio #omnicommerce #payment processing #retail technology

XA Investments Launches INTVL-C, an Extension to Its Interval Fund Index Suite Focused on Alternative Credit Interval & Tender Offer Funds

GlobeNewswire Inc. • Xa Investments Llc

XA Investments Launches INTVL-C, an Extension to Its Interval Fund Index Suite Focused on Alternative Credit Interval & Tender Offer Funds

01/08/2026 11:00 AM • XA Investments launched INTVL-C, a new credit-focused index tracking 58 non-listed closed-end interval and tender offer funds with over $79 billion in assets. The index is designed to provide fair performance comparisons and benchmarking for credit interval funds, marking an industry first for this fund category.

AKZOY - Will own 55% of combined entity, expected to achieve significant cost synergies and create a more competitive global coatings business
CICB - Included among top 10 leaders in the index, reflecting strong positioning in the credit interval fund market.

#interval funds #tender offer funds #alternative credit #index launch #closed-end funds #benchmarking #INTVL-C

Celebrate Lunar New Year at the Chinatown Storytelling Centre with Taste of Chinatown! Presented by Scotiabank

GlobeNewswire Inc. • Vancouver Chinatown Foundation

Celebrate Lunar New Year at the Chinatown Storytelling Centre with Taste of Chinatown! Presented by Scotiabank

01/08/2026 11:00 AM • The Chinatown Storytelling Centre launches its third annual Taste of Chinatown celebration in February 2026 for Lunar New Year, featuring ticketed events, pop-ups, and collaborations with local businesses. The month-long event includes a cocktail showdown, art workshops, mahjong games, and special partnerships with retailers and restaurants to celebrate the Year of the Horse while supporting Chinatown's cultural community.

BNS - Scotiabank is the presenting sponsor of Taste of Chinatown, demonstrating corporate support for community cultural events and local business partnerships.

#Lunar New Year #Chinatown Storytelling Centre #Year of the Horse #cultural celebration #community engagement #local partnerships

Idomoo and Poppulo To Debut Dynamic AI-Driven In-Store Videos Powered by AWS at NRF

GlobeNewswire Inc. • Na

Idomoo and Poppulo To Debut Dynamic AI-Driven In-Store Videos Powered by AWS at NRF

01/08/2026 11:00 AM • Idomoo and Poppulo announced a new solution combining AI-driven video creation with enterprise digital signage, built on AWS infrastructure. The platform enables retailers to generate personalized video content in minutes and deploy it across in-store screens in real-time, adapting to shopper profiles and inventory data. The solution will be showcased at NRF 2026 in New York City.

DTRUY - Parent company of Mitsubishi Fuso mentioned in context, with no direct action or commentary in the article
AMZN - AWS is providing the cloud infrastructure foundation for this retail innovation solution. The partnership demonstrates AWS's role in enabling enterprise digital transformation and positions the company to benefit from growing demand in the retail media networks market projected to reach $56.97 billion by 2030.

#AI video creation #digital signage #retail personalization #real-time marketing #cloud infrastructure #in-store engagement #retail media networks

ALX Oncology to Present at the 44th Annual J.P. Morgan Healthcare Conference

GlobeNewswire Inc. • Alx Oncology Holdings Inc.

ALX Oncology to Present at the 44th Annual J.P. Morgan Healthcare Conference

01/08/2026 11:00 AM • ALX Oncology announced its participation in the 44th Annual J.P. Morgan Healthcare Conference, with CEO Jason Lettmann and CMO Barbara Klencke delivering a corporate presentation on January 15, 2026. The clinical-stage biotech company is advancing evorpacept, a CD47-inhibitor being evaluated across multiple cancer indications, and ALX2004, an EGFR-targeted antibody-drug conjugate in Phase 1 trials.

ALXO - The company is advancing multiple clinical-stage candidates with demonstrated potential in oncology. Evorpacept has shown positive results in combination trials (92% complete response rate in iNHL), and the company's participation in a major healthcare conference indicates investor confidence and continued pipeline progress.

#clinical-stage biotechnology #evorpacept #CD47-inhibitor #ALX2004 #EGFR-targeted antibody-drug conjugate #immuno-oncology #cancer treatment #J.P. Morgan Healthcare Conference

Ultra-High-Performance Concrete (UHPC) Market Size to Reach USD 1035.54 Million by 2033 Due to the Increasing Requirement for Infrastructure Upgradation Globally | SNS Insider

GlobeNewswire Inc. • Sns Insider

Ultra-High-Performance Concrete (UHPC) Market Size to Reach USD 1035.54 Million by 2033 Due to the Increasing Requirement for Infrastructure Upgradation Globally | SNS Insider

01/08/2026 11:00 AM • The global Ultra-High-Performance Concrete (UHPC) market is projected to grow from USD 570.86 million in 2025 to USD 1035.54 million by 2033, with a CAGR of 7.76%. Growth is driven by increasing infrastructure modernization, durability demands, and adoption of high-strength materials in bridges, buildings, and precast elements. North America leads the market with 34.58% share, while Asia Pacific is the fastest-growing region at 9.72% CAGR.

HDLMY - Listed as a major player in the UHPC market but no specific recent developments or product launches mentioned in the article.

#Ultra-High-Performance Concrete #UHPC market #infrastructure modernization #bridge construction #precast elements #steel fibers #Asia Pacific growth #North America market leadership

Nvidia Stock Trades At 30% Discount: A Rare Value Opportunity For 2026?

Benzinga • Piero Cingari

Nvidia Stock Trades At 30% Discount: A Rare Value Opportunity For 2026?

01/08/2026 10:58 AM • Nvidia is trading at approximately 27x forward earnings, a 30% discount to its 5-year average of 38x, despite record fundamentals and strong analyst sentiment. CEO Jensen Huang unveiled the Vera Rubin chip platform at CES with significant performance improvements and cost reductions. While the stock has declined 10% since October despite rising Wall Street expectations, analysts see 37-45% upside potential. Growing competition from AMD, cloud giants' custom chips, and emerging players presents a headwind, though Nvidia's integrated hardware-software advantage remains intact.

NVDA - Trading at significant valuation discount (30% below historical average) with record fundamentals, strong analyst price targets ($260-$275 implying 37-45% upside), innovative product launches (Vera Rubin chip, physical AI platforms), and maintained competitive moat despite growing competition.

#AI chips #valuation discount #semiconductor competition #physical AI #autonomous vehicles #robotics #data centers

3 Stocks With Momentum and Fundamentals Aligned Ahead of Earnings Season

Investing.com • Damian Nowiszewski

3 Stocks With Momentum and Fundamentals Aligned Ahead of Earnings Season

01/08/2026 10:39 AM • As Q4 2025 earnings season approaches, three financial stocks show strong momentum and solid fundamentals. PNC Financial Services has broken above 2024 highs with potential upside to $266/share. Bank of America offers 22% upside potential with consistent dividend growth. Wells Fargo combines strong demand signals with positive analyst sentiment and upward revisions. All three stocks are in clear uptrends and expected to continue rallying if earnings meet consensus expectations.

TSLA - Damodaran expressed confusion about the company's direction and fundamental business strategy
PNC - Stock broke above 2024 highs with strong technical momentum. Estimated upside potential to $266/share if quarterly results meet expectations. Clear upward trend with important support level at $205.

#earnings season #financial stocks #momentum #fundamentals #dividend stocks #analyst sentiment #Q4 2025 earnings

The Motley Fool • Rich Smith

Why General Dynamics Stock Soared Today

01/08/2026 10:35 AM • President Trump announced a proposed increase in the military budget from $1 trillion to $1.5 trillion for 2027, causing defense stocks to surge. General Dynamics stock rose 6% on the news. However, Trump mandated that defense companies must invest this money in production rather than executive compensation, dividends, or stock buybacks, which could limit profit margin growth despite increased revenue.

GOOG - Considered 'least overvalued' among big tech stocks
GD - While the stock surged 6% on increased defense spending prospects, the article notes this is a double-edged sword. Increased revenue from higher military budgets will be offset by mandatory capital investments in production and restrictions on dividends and buybacks, potentially resulting in flat earnings despite higher sales.

#military budget increase #defense spending #production investment #stock buyback restrictions #defense sector surge

3 Stocks With Analyst Revisions That Could Drive Earnings Surprises

Investing.com • Chris Markoch

3 Stocks With Analyst Revisions That Could Drive Earnings Surprises

01/08/2026 10:34 AM • As Q4 earnings season begins, analyst revisions are becoming a reliable indicator of stock performance. Three stocks showing positive revision momentum are Arista Networks (upgraded by Piper Sandler with 22% upside), Lennox International (with 12% forecasted earnings growth despite soft revenue), and Deckers Outdoor (showing strong brand momentum despite 2025 sell-off, with potential tariff ruling tailwinds).

GOOGL - Considered 'least overvalued' among big tech stocks
ANET - Piper Sandler upgraded stock to Overweight with $159 price target (22% upside). Strong positioning in AI-driven data center expansion with resilient margins and improving analyst sentiment on enterprise refresh cycle in 2026.

#analyst revisions #earnings surprises #Q4 earnings season #enterprise networking #AI data centers #HVAC systems #retail stocks #tariffs