Citi Raises Paytm Target Price After Q2 Results
Brokerages including Jefferies, Citi, Goldman Sachs and Bernstein maintained bullish ratings on Paytm after its fiscal second-quarter results. The headline cites up to 33% upside.
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Lam Research Reports September-Quarter Records, Sees 2027 WFE Above $200 Billion
Lam Research reported record revenue and profitability for the September 2026 quarter, with operating margin topping 40% for the first time. The company’s preliminary 2027 wafer fabrication equipment outlook is for spending above $200 billion, with growth led by DRAM.
Thermo Fisher Raises 2026 Revenue and Adjusted EPS Guidance
Thermo Fisher reported Q3 revenue of $12.14 billion, up 9%, and adjusted EPS of $6.68, up 15%. It raised 2026 revenue guidance to $47.7–$48.2 billion and adjusted EPS guidance to $25.13–$25.43.
Capital One Reports Q3 2026 Earnings of $3.5 Billion
Capital One reported third-quarter earnings of $3.5 billion, or $5.61 per diluted share; adjusted earnings per share were $6.69. Loans rose 1% and deposits fell 1% from the prior quarter.
Neptune Insurance Reports Q3 Revenue Growth, Raises 2026 Guidance
Neptune Insurance reported Q3 revenue up 34% year over year to $59.6 million and adjusted EBITDA up 38% to $36.8 million. It raised 2026 guidance to $204 million in revenue and an adjusted EBITDA margin above 61%, and forecast 2027 revenue of $238 million.
Vertiv Extends Losing Streak to 11 Sessions as Analysts Retain Buy Ratings
Vertiv fell for an 11th consecutive session, its longest losing streak since listing in 2020, and is down nearly 20% since Oct. 6. Analysts have cut several price targets but mostly maintained bullish ratings; the article cites an average target of $314.
Meta’s Muse AI App Surpasses 10.4 Million Downloads Since September Launch
BNP Paribas analyst Nick Jones says Meta’s Muse AI app has surpassed 10.4 million downloads since its Sept. 8 launch, but retention and app-open rates trail ChatGPT. The company launched Muse Wonder on Oct. 12; long-term monetization remains uncertain.
ICICI Bank shares fall 1% after Q2 results
ICICI Bank shares fell more than 1% on Monday, October 19, ranking among the Nifty 50’s top losers. Brokerages maintained bullish ratings after the bank’s better-than-expected second-quarter earnings.
Brokerages Raise ICICI Bank Targets After Q2 Earnings Beat
JPMorgan and Nomura raised their target prices, while other brokerages maintained Buy or equivalent ratings. Goldman Sachs sees 45% upside.
Dell Shares Fall 24.15% From September Peak to $451
Dell ended the week at $451, its lowest level since September 2, after falling 24.15% from its September peak. Goldman Sachs reiterated its buy rating, while Mizuho and TD Cowen raised their price targets.
BofA Expects Meta Revenue to Top Consensus on AI-Driven Ad Growth
Bank of America analyst Justin Post reiterated a Buy rating and $810 price target, forecasting Meta third-quarter revenue of $63.8 billion versus a $63.3 billion consensus. He also raised his 2027 capital expenditure forecast to $205 billion from $192 billion, while estimating a $10 billion one-time legal accrual will
General Motors Third-Quarter Earnings Preview Highlights Guidance and Sales
General Motors is scheduled to report third-quarter results before the market opens Tuesday, Oct. 20. Analysts expect adjusted EPS of $3.60 and revenue of $48.6 billion; the article says investors will also watch for any change to full-year guidance.
Goldman Sachs CEO David Solomon Cautious on AI Supercycle
Solomon said he was bullish on a strong AI technology supercycle while cautioning about its pace and financial risks.
TKO Raises 2026 Guidance After Second-Quarter Revenue Rises 18%
TKO Group Holdings reported Q2 2026 revenue of $1.547 billion, up 18% year over year, and adjusted EBITDA of $650 million, up 23%. It raised full-year 2026 revenue guidance to $5.775 billion-$5.825 billion and adjusted EBITDA guidance to $2.275 billion-$2.305 billion.
FIGS Raises 2026 Revenue Growth Guidance to 20% After Q2 Growth
FIGS reported Q2 2026 net revenues of $197 million, up 29%, and raised its full-year revenue growth guidance to 20% from 14%–16%. The company also authorized a $100 million share buyback.
StepStone Reports $106 Million in Q1 Fiscal 2027 Fee-Related Earnings
StepStone Group reported fee-related earnings of $106 million for the first quarter of fiscal 2027, up 30% year over year. It also reported a GAAP net loss of $116 million, which management attributed to fair-value changes related to the Private Wealth profits-interest buy-in.
US STOCKS — Nasdaq falls ahead of earnings, economic data while oil rallies
(Updates with final closing prices) Indexes mixed: Dow up 0.38%, S&P down 0.06%, Nasdaq down 0.44% Salesforce gains after BofA Global Research turns bullish Chipotle falls after Starbucks says it is not buying it Microsoft back as $4 trillion company after a year By Sinéad Carew and Ragini Mathur Oct 12 (Reuters) — The
Memory Stocks Fall as Earnings Estimates and Analyst Targets Rise
Micron, SanDisk and SK Hynix shares have fallen from recent highs even as earnings estimates and some analyst price targets rose. The article highlights valuation risks if memory-chip profits weaken, alongside Micron management’s statement that 26 multiyear agreements should cover more than 35% of revenue through 2030.
US STOCKS — Nasdaq ends lower as oil prices surge ahead of earnings, economic data
Dow outperforms S&P 500 and Nasdaq Salesforce gains after BofA Global Research turns bullish Chipotle falls after Starbucks says it is not buying it Microsoft back as $4 trillion company after a year (Updates with preliminary closing data) By Sinéad Carew and Ragini Mathur Oct 12 (Reuters) — The Nasdaq composite closed
Sandisk Shares Fall 5.7% to $1,491.35
Sandisk shares were down 5.7% to $1,491.35 at 12:41 p.m. ET Monday. The report also outlined Goldman Sachs' bullish view of high-bandwidth flash, or HBF.
US STOCKS — Wall Street mixed as oil prices surge, investors await earnings, economic data
(Updates prices to afternoon trading) Indexes: Dow up 0.34%, S&P down 0.13%, Nasdaq down 0.46% Tech leads sector losers, energy leads sector gains Salesforce gains after BofA Global Research turns bullish Chipotle falls after Starbucks says not buying it Microsoft back as $4 trillion company after a year By Sinéad Care
Goldman Sachs Analysts Turn More Bullish on Global Stocks
Goldman Sachs analysts cite strong earnings and low recession risk in their constructive short-term outlook for global stocks, which are trading near all-time highs.
Here’s why Goldman Sachs just flipped bullish on stocks for the rest of the year
Goldman Sachs is leaning more heavily into stocks for the remainder of the year. That’s down to earnings and a market that has overall gotten cheaper.
Goldman Sachs Strategists Turn Bullish on Stocks for Next Three Months
Goldman Sachs strategists cite upbeat earnings and a pullback in valuations as reasons to favor stocks over the next three months. Rising bond yields and energy prices remain risks to equities.
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures point to a strong start to the week on Monday as Wall Street welcomes cooling energy prices and prepares for the official kickoff of third-quarter bank earnings. According to the Oct. 12 contract on Polymarket, a Polygon (CRYPTO: POL) based prediction platform, traders are heavily bullish on the S&P
United adds Starlink-supported MLB playoff streaming
United Airlines says flyers will be able to watch almost every MLB playoff game via DISH streaming supported by Starlink. The airline also said it is offering a status match for Delta and American Airlines loyalty members.
US stocks rise broadly to end positive week
Major U.S. indexes finished higher Friday, with nine S&P 500 sectors advancing and small- and mid-cap shares also participating. Technology was mixed, as semiconductor weakness offset gains in software, cybersecurity and several megacaps.
Delta says premium travel demand remains robust
Delta Air Lines Chief Executive Ed Bastian said wealthier U.S. households are spending more on travel and helping premium demand stay strong. He also said the carrier's fourth-quarter guidance, including forecast revenue growth of 20%, reflects resilience to higher fuel costs.
Transcript: Delta Air Lines Q3 2026 Earnings Conference Call
Delta Air Lines (NYSE: DAL ) held its third-quarter earnings conference call on Friday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Full Transcript Matthew, Operator Good morning, eve
IBD flags AZZ, Fastenal and Travelers earnings
Investor's Business Daily highlights upcoming third-quarter reports from AZZ, Fastenal and Travelers, alongside several major banks. The piece also notes consensus estimates and option setups for the three non-bank names.