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News 2026-10-05 10:57 UTC

Top stock initiations across multiple names

Jefferies, Truist, TD Cowen, BMO, Leerink, Mizuho, Blair and BAC initiated or reiterated bullish ratings on IOT, LMRI, MRVI, NVT, ORIC, RGNX, SOC, VRT and VYLR.

News 2026-09-29 16:01 UTC

SpaceX's Next Big Business May Be Renting Out AI Compute

TD Cowen initiated coverage of SpaceX NASDAQ:SPCX with a Buy rating and a $200 price target, arguing that leasing terrestrial AI computing capacity will become the company's fastest-growing revenue stream. The target implies about 37% upside from Monday's closing price of $145.47. SpaceX shares wer…

News 2026-09-29 09:56 UTC

TD Cowen initiates SpaceX at Buy, targets $200

TD Cowen initiated SpaceX (SPCX) at Buy with a $200 price target, expecting terrestrial AI compute leasing—supported by demand from Google and Anthropic—to become the fastest-growing business and account for the majority of revenue by 1Q27 as capacity ramps.

News 2026-09-28 11:34 UTC

Versigent Q2 2026 Earnings Call Transcript

Versigent (NYSE: VGNT ) released second-quarter financial results and hosted an earnings call on Tuesday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Versigent reported double-digit

News 2026-09-18 09:34 UTC

PagerDuty Reports Q2 2027 Results: Full Earnings Call Transcript

On Thursday, PagerDuty (NYSE: PD ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary PagerDuty reported Q2 FY27 rev

News 2026-09-17 12:18 UTC

Immunovant Q1 2027 Earnings Call: Complete Transcript

On Thursday, Immunovant (NASDAQ: IMVT ) discussed first-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Immunovant reported a quiet

News 2026-09-15 16:07 UTC

Forgent Power Solutions Q4 2026 Earnings Call Transcript

Forgent Power Solutions (NYSE: FPS ) reported fourth-quarter financial results on Tuesday. The transcript from the company's fourth-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summ

News 2026-08-11 19:31 UTC

Coherent Could Swing By $9.54 Billion After Earnings

Earnings are back in focus on Wednesday, with a -selected slate that spans precious-metals mining and AI infrastructure through optical components. With guidance and segment commentary often moving the tape as much as the headline numbers, options markets are already sketching out the size of the post-print swing, acco