Wedbush analysts believe Ubisoft Entertainment (OTC:UBSFF, EPA:UBI) is well positioned to outperform in the long term but continues to see challenges to its revenue-to-employee ratio, limiting the French video game publisher’s ability to achieve profitability with its current execution trends.
In a note to clients on Thursday, the analysts reiterated their ‘Outperform’ rating and 12-month target price of €12.00 per share on the stock ahead of Ubisoft’s second quarter fiscal 2026 financial results on November 13.
Investor sentiment towards US-exposed bookmakers such as Flutter Entertainment PLC (LSE:FLTR, NYSE:FLUT), Draftkings Inc (NASDAQ:DKNG) Entain PLC (LSE:ENT) is currently dominated by "caution and fear" due to the rise of prediction markets.
This was one of the key takes from the Berenberg leisure analysts after a trip to the US, where they encountered “the most concern and fear we have felt since 2022” due to the fast-developing prediction market space and a fear that it will eat the lunch of the sports betting and iGaming industry.
Alvopetro Energy Ltd (TSX-V:ALV, OTC:ALVOF) delivered a strong third-quarter performance fueled by output from its Murucututu field in Brazil, prompting analysts to highlight the company’s dual-track growth strategy across South America and Canada.
The Calgary-based oil and gas company reported average third-quarter production of 2,343 barrels of oil equivalent per day (boe/d), up 11% year-over-year, generating $14.2 million in revenue.
Expedia Group Inc (NASDAQ:EXPE, ETR:E3X1) reported robust financial results for the third quarter, with revenue and profit growth surpassing Wall Street expectations, sending the stock up 17% in early Friday trading.
The company posted revenue of $4.41 billion, up 9% year-over-year, exceeding consensus estimates of $4.28 billion.
Take-Two Interactive Software Inc (NASDAQ:TTWO) (TTWO) shares fell more than 7% in pre-market trading on Friday after the interactive entertainment provider revealed that the release of its Grand Theft Auto (GTA) VI game has been delayed to November 19, 2026, five months later than originally scheduled.
The company, though, raised its bookings outlook for the fiscal year to between $6.38 billion and $6.48 billion, up from $6.05 billion to $6.15 billion, and better than the Wall Street forecast of $6.18 billion.
Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) shares climbed almost 6% following the company’s third quarter 2025 earnings release, with higher-than-expected bookings and revenue, though earnings per share fell short of estimates.
The company reported revenue of $4.1 billion, up 10% year-over-year and slightly ahead of analyst expectations of about $4.08 billion.
After three years of earnings downgrades, RS Group PLC (LSE:RS1) finally seems to be finding its footing. Deutsche Bank has upgraded the shares to 'buy' from 'hold', keeping its 760p target unchanged, implying healthy upside from Thursday’s 595p close.
The broker says the latest half-year numbers were “reassuringly in line”, with like-for-like revenue down just 1% and operating margins easing only 50 basis points to 8.7%.
Analysts at Zacks have issued a new report on clinical stage biotech NanoViricides (NYSE-A:NNVC), saying that its lead drug candiate NV-387 shows broad-spectrum antiviral potential ahead of a Phase 2 clinical trial for the treatment of Mpox.
The trial will take place in the Democratic Republic of Congo, where the recent Mpox outbreak has been concentrated and will evaluate the safety, tolerability, and efficacy of NV-387 in combination with standard of care.
AMC Entertainment Holdings (NYSE:AMC) delivered better-than-expected financial results for the third quarter, driven by market share gains and strong per-customer spending, though profitability declined compared with a year earlier.
The company posted revenue of $1.3 billion, down from $1.35 billion in the year-ago quarter but topping analyst estimates of $1.23 billion.
Wedbush analysts have raised their target price on Datadog Inc (NASDAQ:DDOG) to $215 per share from $170 to reflect greater confidence in the company’s growth story.
The cloud software firm posted third quarter 2025 revenue that rose 28% year over year to $885.7 million, topping the $852.8 million Wall Street forecast.
e.l.f. Beauty Inc (NYSE:ELF) shares fell 34% after the beauty company issued weaker-than-expected full-year guidance and reported a fiscal second quarter sales miss.
For the full year, the company guided adjusted EPS between $2.80 and $2.85, below analysts’ estimates of $3.53, and expects revenue of $1.55 billion to $1.57 billion, under the $1.65 billion consensus.
Lyft Inc (NASDAQ:LYFT) reported record third quarter results that fell short of analyst expectations on revenue and earnings per share (EPS).
Despite the worse-than-expected Q3 results, Lyft shares jumped 7.4% to about $21 on upbeat guidance for the December quarter.
Wedbush analysts on Thursday reduced their target price on DoorDash Inc (NYSE:DASH) to $260 per share from $280, while reiterating their ‘Neutral’ rating, after the food delivery platform’s third quarter 2025 earnings missed expectations.
The company generated earnings for the period of $0.55 per share, falling short of the Wall Street consensus forecast of $0.69.
AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) posted what analysts called a very solid set of third-quarter results, where guidance was maintained and the shares barely moved in early morning trading.
In afternoon trading, shares in the giant drugmaker jumped over 4% to a new all-time high above 12,990p.
Arm Holdings PLC (NASDAQ:ARM) reported solid quarterly results for the fiscal second quarter and issued upbeat guidance, reflecting continued growth in licensing and royalty revenues across devices and data centres.
For the September quarter, revenue rose 34% year-over-year to $1.14 billion, above analyst expectations of $1.06 billion.
AppLovin Corp (NASDAQ:APP)’s third quarter earnings showed continued growth across its advertising platforms and operational momentum.
The mobile technology company reported Q3 revenue $1.405 billion, exceeding Wall Street expectations of $1.34 billion by roughly $65 million, representing a 68% increase year-over-year.
Kinross Gold Corporation (TSX:K) (NYSE: KGC) late Tuesday reported third quarter 2025 adjusted earnings per share of $0.44, surpassing the analyst consensus estimate of $0.39.
The company’s revenue for the quarter rose 25.8% year over year to $1.8 billion on a stronger gold price.
Rivian Automotive Inc (NASDAQ:RIVN) shares surged almost 13% after delivering better-than-expected third quarter financial results.
The electric vehicle maker posted revenue of $1.56 billion, up 78% from the same quarter last year and surpassing analyst forecasts of $1.5 billion.
Wedbush analysts on Wednesday reduced their target price on Pinterest Inc (NYSE:PINS) to $34 per share from $44, while reiterating their ‘Outperform’ rating, after the company’s third quarter 2025 earnings missed expectations and its Q4 forecast disappointed.
Pinterest posted adjusted earnings per share (EPS) for the quarter of $0.38, falling short of the $0.42 analyst consensus estimate.
Super Micro Computer Inc (NASDAQ:SMCI) shares fell more than 7% after it reported fiscal first quarter 2026 results that came in below Wall Street expectations, with both revenue and earnings down from the prior year.
For the quarter ended September 30, 2025, the company posted net sales of $5 billion, down from $5.9 billion in the year-ago quarter and below analyst estimates of around $6 billion.
Wedbush analysts late Tuesday raised their target price on Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) (AMD) to $290 per share from $270, after the company reported better than expected earnings and revenue for its third quarter 2025.
AMD posted adjusted earnings per share (EPS) for the quarter of $1.20 on revenue of $9.25 billion.
Citi’s digital assets team says the recent slide in crypto prices reflects fading appetite from institutional and retail investors alike.
Bitcoin, at $101,990.20, has slipped below its 200-day moving average, a technical signal that could further dampen demand, while inflows to US spot exchange-traded funds have slowed sharply.
Elon Musk’s tenure at Tesla Inc (NASDAQ:TSLA)has never been short of drama, and the EV maker's annual meeting on Thursday looks set to deliver another dose.
Its board is asking investors to approve a new share-based award for the chief executive that could, in theory, be worth around $1 trillion.
Datadog Inc (NASDAQ:DDOG), a cloud-based monitoring and analytics platform for developers, will report its third quarter earnings on Thursday before US markets open, with Wedbush analysts expecting a robust performance driven by growing demand for observability and AI capabilities.
The analysts believe Wall Street’s consensus estimates, calling for revenue of $853.6 million and non-GAAP earnings per share of $0.45, “are relatively conservative.”
Wedbush analysts on Tuesday initiated coverage of Trade Desk Inc (NASDAQ:TTD) with a ‘Neutral’ rating and $50 per share price target, citing accelerating competition from Amazon’s Delivery Service Partner (DSP) that has begun to erode Trade Desk’s future growth potential.
In a note to clients, the analysts wrote that Amazon is taking a bigger share of advertising budgets due to its ecommerce data and expanding partnerships with major connected TV (CTV) players, including Roku, Disney, and Netflix.
AMC Entertainment Holdings (NYSE:AMC) is expected to surpass Wall Street estimates for its third quarter results, which are scheduled for release on Wednesday, Wedbush analysts believe.
The analysts see AMC posting revenue of $1.25 billion and adjusted EBITDA of $120 million, both above consensus estimates of $1.23 billion and $97 million, respectively.
Bank of America analysts on Tuesday downgraded Draftkings Inc (NASDAQ:DKNG) to ‘Neutral’, while reducing its price objective to $35 per share, citing “relentless” headwinds that could hurt the sports betting platform’s long-term earnings power.
In a note to clients, the analysts pointed to factors such as the company’s underperformance in iGaming, with its market share declining from 27% to 23% over the last two years, and never-ending state taxes, which has pressured its margins by about 200 basis points, as reasons for their pessimism.
GSK PLC's (LSE:GSK, NYSE:GSK) latest quarter looked strong enough on pape, but the share price barely moved.
The drugmaker has spent much of the past decade trapped between £15 and £18, and Deutsche Bank thinks that pattern is unlikely to change soon.
Palantir Technologies Inc (NYSE:PLTR) has once again outpaced expectations, cementing its place as one of the dominant forces in artificial intelligence - though the shares didn't relfect this as valuation concerns led to an afer-hours sell-off.
The shares fell 7.3%, wiping over $30 billion off the tech giant's valuation.
UK bonds rallied and the pound fell to its lowest since April after Rachel Reeves flagged that she may use the Budget later this month to create more fiscal headroom for the government.
The Chancellor delivered a surprise early morning "scene-setter" speech, the Treasury called it, to forewarn the public why she needs to make some tough decisions at the 26 November fiscal event.
Wall Street’s love affair with artificial intelligence (AI) has shown few signs of cooling, with few names embodying the mania better than Palantir Technologies Inc (NYSE:PLTR).
The software company initally added roughly $16 billion to its market capitalisation in the first minutes of after-hours trading, following another set of forecast-beating results, propelling its valuation to just under $500 billion, up a staggering 170% over the past year.
The gold rush in artificial intelligence is creating a different kind of resource squeeze, electricity.
According to JP Morgan, the world’s data centres are on track to consume nearly a tenth of all new global power capacity by the end of the decade.
When gold prices rise, so does the urge to merge. That old mining truth may be back in play, as UBS reckons the sector could be heading towards another bout of deal-making; this time between its biggest names, Newmont Corporation (NYSE:NEM, TSX:NGT, ASX:NEM, ETR:NMM) and Barrick Gold Corp. (TSX:ABX, NYSE:GOLD).
The two are already bound together in Nevada Gold Mines, a joint venture that combines Barrick’s 61.5% stake with Newmont’s 38.5%. It is the crown jewel for both, churning out some of the richest ounces on the planet.
Spotify Technology SA (NYSE:SPOT) will report earnings on November 4, with Jefferies analysts closely watching recent international price increases, expected US pricing adjustments and ad revenue growth.
The analysts have an $800 price target on Spotify, which currently trades at $645.
Cisco Systems Inc (NASDAQ:CSCO, ETR:CIS) has been upgraded to ‘Buy’ from ‘Neutral’ by UBS analysts, who see the company entering a multi-year growth cycle driven by AI infrastructure demand.
They upped their price target to $88 from $74, implying 21% upside from Friday’s closing share price of about $73.
Tesla Inc (NASDAQ:TSLA) is expected to receive strong backing from shareholders for CEO Elon Musk’s proposed $1 trillion compensation plan at the company’s annual meeting this Thursday, according to Wedbush analysts.
The firm reiterated its ‘Outperform’ rating and $600 price target, implying upside from its current share price of about $470, forecasting that the vote will pass easily.
Wedbush analysts on Monday raised their target price on Palantir Technologies Inc (NYSE:PLTR) to $230 per share, from $200, believing the company will reach a trillion-dollar market cap over the next two to three years as Palantir enters its next growth stage in the AI revolution.
“Palantir continues to see unprecedented demand for AIP (Artificial Intelligence Platform) based on our recent checks in the field across both commercial and government landscapes by taking AI solutions that solve meaningful problems across organizations at enterprise scale driving new customer conversions and existing deal expansions," the analysts wrote in a note to clients.
CrowdStrike Holdings Inc (NASDAQ:CRWD) saw its price target boosted to $600 from $525 by Wedbush analysts, who maintained an ‘Outperform’ rating on the cybersecurity company.
The firm highlighted strong momentum in CrowdStrike’s platform and the growing impact of artificial intelligence on its business.
Retail may be recovering, but not all shops are sharing the spoils.
RBC’s latest European Retailing Primer strikes a cautiously selective tone, arguing that “bifurcation in trends” makes stockpicking crucial.
A calmer global backdrop and improving signals from China are giving equity strategists at JPMorgan more reason to stay upbeat on risk assets.
In its November chartbook, the bank says the trade-off between growth and policy is “looking more supportive,” with moderating inflation and easing central banks creating room for equities to push higher.
Filtronic PLC (LSE:FTC) shares may have fallen after its latest trading update, but Berenberg thinks the market overreacted.
The broker has kept its 'buy' rating and 196p price target on the AIM-listed microwave technology group, arguing that the company’s position in space communications continues to strengthen.
Beijing has altered the tax treatment of gold for Chinese retailers, a move that could ripple through the world’s biggest consumer market for the metal.
From now on, companies that buy gold from the Shanghai Gold Exchange to turn into jewellery or industrial products will be hit with a 7% value-added tax, after being able to reclaim the full 13% VAT.
After an eight-month climb that has lifted Pennon Group PLC (LSE:PNN, OTC:PEGRY) shares by nearly 30%, Citi thinks it is time for a breather.
The broker has cut the South West Water owner to 'neutral', arguing that the stock’s recovery and falling gilt yields have already done most of the heavy lifting.