UBS analysts believe Apple Inc (NASDAQ:AAPL, ETR:APC)'s Apple Pay desktop adoption is progressing throughout 2025, expecting additional merchants to adopt Apple Pay desktop after the holiday season.
In a note to clients on Friday, the analysts wrote that their estimates suggest Apple Pay US online volumes will be slightly larger than PayPal's Branded Checkout in 2025 and beyond.
Wall Street analysts view Walmart Inc (NYSE:WMT, ETR:WMT)’s upcoming CEO transition as a move that preserves strategic continuity while positioning the company for growth, rather than a disruption.
The company announced on Friday that John Furner, currently President and CEO of Walmart US, will succeed Doug McMillon as President and CEO of Walmart, starting on February 1 next year.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is scheduled to release its third quarter earnings on November 19 after markets close, with Wedbush analysts projecting continued strength in its AI-driven business.
Wall Street analysts on average expect Nvidia’s sales to surge 55% to $54.59 billion and earnings per share to jump to $1.24 from $0.81.
Wedbush analysts on Friday commented on yesterday’s selloff in tech stocks, which were under pressure by factors such as "AI Bubble" talk along with worries about Nvidia China revenues being shut off.
“In a nutshell, we view this as a short lived mini panic moment for tech stocks as we believe tech stocks will have a major rally into the rest of the year as investors look to play the AI Revolution and the 2nd/3rd/4th derivatives now playing out across consumer and enterprise names,” the analysts wrote in a note to clients.
Wedbush analysts on Thursday weighed in on Lithium Americas Corp (TSX:LAC, NYSE:LAC)’s third-quarter results, urging caution even as the company makes progress on the buildout of its Thacker Pass facility in Nevada.
“While the company makes steady progress quarter after quarter, we remain on the sidelines as the Thacker Pass facility continues steady progress on the construction front with plenty of liquidity options to tap into to fund future operations with the US Administration laying a more favorable path for Lithium America to operate in," the analysts wrote in a note to clients.
Home Depot Inc (NYSE:HD, ETR:HDI) is scheduled to release its third quarter earnings on November 18, with Bank of America analysts expecting a modest improvement in comparable store sales.
According to Bank of America, model projections suggest a 1.3% increase in Q3 comps, slightly above the 1% reported in the second quarter.
Flutter Entertainment PLC's (LSE:FLTR, NYSE:FLUT) latest quarter has prompted a tidy round of number-crunching at Citi, and the conclusion is that the near-term picture has lost a little of its shine.
The broker has cut earnings and revenue forecasts after the group’s third-quarter results fell short, and after management warned that unhelpful sports outcomes in the fourth quarter would dent both its US and international operations.
Mining updates rarely arrive without a quirk or two, and Atalaya Mining Copper (LSE:ATYM, TSX:AYM) latest numbers were no exception.
RBC Capital Markets has run the rule over the copper producer’s third-quarter performance and, while the headline figures were a touch light, the broker’s conviction has not wavered.
Anyone who spent Monday at UK Finance’s “New Digital Assets and Money 2025” event would have left with one clear impression: the future of money may be digital, but the landscape around it is still more sketch than blueprint.
Speakers from across finance and technology were enthusiastic about the potential of tokenised money, yet the mood was tempered by the sense that regulators are sprinting to catch up with a race already well underway.
StubHub (NYSE:STUB) shares plummeted more than 23% pre-market after the company missed Wall Street expectations for the third quarter and declined to issue fourth quarter guidance, overshadowing a solid revenue beat for the period.
The ticketing marketplace reported Q3 revenue of $468.1 million, ahead of analysts’ estimates of $452 million and up 8% from $433.8 million a year earlier.
After a blistering run that has seen Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF) climb about 60% in a month, the stock slipped 8% to 342.22p on Friday as Panmure Liberum cut its rating to 'hold' from 'buy'.
The broker argues that the rally has already captured a good portion of the blue-sky hopes surrounding the fuel-cell developer, even as it raised its target price to 420p from 250p.
Bank of America has raised its price target on FedEx Corp (NYSE:FDX, ETR:FDX) to $285 from $270, while maintaining a ‘Neutral’ rating, following an investor meeting with company leadership.
Shares of FedEx traded down 8.5% at $267 on Thursday, with shares down 5% in the year to date.
GlobalFoundries Inc (NASDAQ:GFS) is entering a period of accelerating momentum as it benefits from a cyclical recovery, US manufacturing onshoring, and growing demand for differentiated semiconductor technologies, according to Baird analysts.
Following the company’s Q3 earnings, the analysts maintained their ‘Outperform’ rating on GlobalFoundries with a $40 price target, citing the company’s strong positioning at the intersection of several key secular trends, “notably US onshoring and the rebuild of US-based semiconductor manufacturing capacity, along with the ramp of differentiated technologies serving higher-margin platforms including AI-driven optical networking.”
Beyond Meat Inc (NASDAQ:BYND) shares fell another 9% on Thursday to trade at about $1 after the plant-based food company and meme stock reported a third quarter earnings miss and issued weak sales guidance.
The company posted net revenues of $70.2 million for the third quarter of 2025, down 13.3% from the same period last year but ahead of estimates of $69 million.
Wedbush analysts upgraded Booking Holdings Inc (NASDAQ:BKNG, ETR:PCE1) to ‘Outperform’ from ‘Neutral’, while reiterating their $6,000 per share target price, citing continued strength in travel demand plus market share gains in alternative lodging.
“Booking is the leading global OTA (Online Travel Agency) and continues to gain share within alternative lodging while driving efficiencies through ongoing cost optimization efforts,” the analysts wrote in a note to clients on Thursday.
Happy Creek Minerals Ltd. (TSX-V:HPY, OTC:HPYCF) has been awarded a ‘Long’ rating by Hallgarten & Company in their initial coverage of the company, with a price target of $0.32, which suggests upside of almost 150% from current levels.
The ‘Long’ rating indicates potential capital appreciation to Hallgarten’s target price during the next 12 months, reflecting the firm’s view that Happy Creek is well-positioned to benefit from both rising Tungsten prices and its development plans.
Wedbush analysts on Thursday upgraded DoorDash Inc (NYSE:DASH) to ‘Outperform’ from ‘Neutral’, while maintaining their $260 per share target price, saying the company has retained a leading competitive position within the US food delivery market and continues to execute well with its strategic initiatives.
“We believe these initiatives are justified, as they will expand DoorDash's addressable market and bolster the company's product offerings on a global scale," the analysts wrote in a note to clients.
Geopolitical risks and freight pressures are weighing on commodity markets, highlight analysts at RBC Capital Markets, with early compliance to incoming US sanctions on Russian oil producers already disrupting operations in Iraq.
Analysts at the Canadian bank reckon companies are “complying in advance” of a 21 November start date for US sanctions, with Lukoil facing funding blocks and cargo allocation withdrawals at the West Qurna-2 field. RBC warned that a forced withdrawal could halt output.
UBS is expecting global PC unit sales to grow by around 3% in 2026, helped higher by the Windows 10 end-of-life upgrade cycle and higher adoption of AI PCs.
What does that mean for investors? ... well, for one, according to the Swiss bank, it means good news for Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) and its investors, with analysts expecting it to capture more market share compared to rival Intel Corp (NASDAQ:INTC, ETR:INL).
It is not every day that a company makes a habit of turning in positive clinical results at a pace that would make even the most seasoned drug developer blink.
Yet AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) has managed just that this year, and Shore Capital thinks the torrent of data is enough to justify a fresh uplift to forecasts, even if the real strategic test lies a little further down the road.
Flutter Entertainment PLC (LSE:FLTR, NYSE:FLUT) shares slipped 2.5% to 17,364.46p on Thursday after the betting group nudged its 2025 guidance lower, blaming unusually customer-friendly sports outcomes and higher investment in its US business.
The update overshadowed what management described as a “solid” third quarter, with revenue up 17% year on year to US$3.79 billion and average monthly players rising 9%.
Marriott Vacations (NYSE:VAC) is entering “the beginning of a transition period” following weaker-than-expected third quarter results and a leadership shake-up, analysts at Jefferies believe.
Jefferies maintained a ‘Hold’ rating and cut its price target to $52 from $76 post-earnings.
Alibaba Group (NYSE:BABA) is showing signs of stronger-than-expected performance during the 2025 Double-11 shopping festival, which runs from October 15 to November 11, according to Jefferies analysts following recent expert discussions.
The analysts highlighted that Taobao Instant Commerce, Alibaba’s on-demand shopping service, is complementing traditional e-commerce by driving additional daily active users (DAU) to both Taobao, the company’s consumer-to-consumer (C2C) platform, and Tmall, its business-to-consumer (B2C) platform. These incremental users are contributing to higher order volumes, they noted.
Jefferies analysts believe Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) can achieve its revenue metrics when the cybersecurity solutions provider reports its fiscal first quarter 2026 financial results on November 19.
In a note to clients on Wednesday, the analysts raised their target price on Palo Alto to $250 per share from $235, although cautioned they’re not expecting a significant increase to the company’s already conservative fiscal 2026 guidance.
Oklo (NYSE:OKLO) is positioned for growth in the US nuclear sector, according to Wedbush analysts, who maintained an ‘Outperform’ rating with a 12-month price target of $150 after the pre-commercialization nuclear firm reported its Q3 financial results.
Shares of Oklo traded up 8.3% post-earnings at $113.
Upward earnings revisions, not higher valuations, have been the main driver of recent gains in US small-cap stocks, Bank of America said, even as micro caps trade at their priciest levels since the tech bubble.
The Russell 2000’s forward price-to-earnings ratio held steady for a third consecutive month at 16.1 times, roughly 6% above its long-term average, according to BofA.
After a rough six months in which its shares have shed a quarter of their value, Hikma Pharmaceuticals PLC (LSE:HIK, OTC:HKMPF) looks ready for a rebound.
Panmure Liberum thinks the sell-off is overdone, arguing that short-term wobbles in its injectables division have been mistaken for deeper weakness.
Copper prices may look becalmed for now, but Citi thinks the metal is merely pausing for breath.
Its latest Metal Matters note argues that the red metal could climb to $12,000 a tonne by the second quarter of 2026, even as near-term demand data remain underwhelming.
Lululemon Athletica Inc (NASDAQ:LULU) is beginning to lose ground to rival Alo Yoga, as the premium activewear market grows more competitive and consumer buzz shifts away from the long-time category leader, analysts at Jefferies have warned.
They repeated their ‘Underperform’ rating and $120 price target on Lululemon shares, implying about 30% downside from current levels.
Visa Inc (NYSE:V, ETR:3V64) and Mastercard Inc (NYSE:MA) have reached a proposed settlement with US merchants aimed at resolving more than two decades of litigation over credit card interchange fees and merchant rules, a deal that could reshape how retailers manage payment costs and how consumers are charged at checkout.
The agreement would reduce the average effective interchange fee merchants pay on US credit card transactions by roughly 10 basis points, or 0.1 percentage point, for five years.
AtaiBeckley NV (NASDAQ:ATAI, ETR:9VC) is gaining analyst attention after Phase 2b results for its investigational therapy BPL-003 demonstrated rapid, meaningful, and durable antidepressant effects in treatment-resistant depression (TRD), reinforcing its potential as a differentiated psychedelic therapy.
Jefferies highlighted that the data could influence dosing strategies and commercial positioning, given the single-dose durability and strong remission rates observed in the open-label extension (OLE).
Jefferies analysts on Tuesday weighed in on the upcoming merger between Teck Resources Ltd (USA) (TSX:TCK) and Anglo American PLC (LSE:AAL), suggesting that a new suitor may emerge after Teck disclosed that it had on-and-off discussions with a “Party X” from May 2023 to May 2025.
In a note to clients, the analysts pointed to Freeport-McMoRan or Rio Tinto Group as being the likely Party X but wrote that competing offers would likely need to be made before Thanksgiving.
Nike Inc (NYSE:NKE, ETR:NKE)’s recent stock pullback provides an attractive entry point for investors, according to analysts at Bank of America, who maintain a ‘Buy’ rating on the athletic apparel and footwear brand.
Nike shares are down about 6% over the last month, trading at about $63 compared to the bank’s $84 price target. In the year-to-date, shares are down more than 16%.
CoreWeave (NASDAQ:CRWV) shares fell almost 13% after the cloud infrastructure provider lowered its full-year 2025 guidance, even as its third quarter results topped Wall Street estimates.
The company now expects 2025 revenue of $5.05 billion to $5.15 billion, down from a prior range of $5.15 billion to $5.35 billion, due to timing and capacity delays with a third-party data center vendor. These issues are pushing some infrastructure deployment and associated revenue into early 2026.
Wedbush analysts on Monday weighed in on Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)’s upcoming Analyst Day, saying they are “less certain that anything we hear will significantly move the needle around forward expectations.”
In a note to clients, the analysts wrote that they are expecting AMD to provide information that will better their understanding of the company’s product roadmap, financial targets and general industry trends.
Getty Images (NYSE:GETY) shares climbed almost 6% following the company’s third-quarter 2025 earnings report, as the company delivered results that exceeded Wall Street expectations despite largely unchanged revenue from the prior year.
The company reported revenue of $240 million for the quarter, down 0.2% year over year, in line with analyst estimates.
Global corporate earnings posted their strongest growth in more than three years in the third quarter of 2025, according to a new analysis from Deutsche Bank.
The bank said the quarter was marked by “solid beats and an acceleration and broadening of earnings growth,” with results across most regions exceeding expectations.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is set to deliver another earnings beat for the third quarter when the chipmaker reports its latest financial results after US markets close on November 19, according to UBS analysts.
Wall Street analysts on average expect revenue of $54.6 billion, representing year-over-year gorwht of about 55%, and earnings per share of $1.23, up 52%.
Apple Inc (NASDAQ:AAPL, ETR:APC)’s latest iPhone surge in China may be losing steam after an initial wave of strong demand for the iPhone 17 series, according to Jefferies analysts, who said sales are likely to taper as discounts and subsidies run out.
Jefferies estimates that iPhone volumes in China grew about 40% year-over-year in October and 38% during the first 30 days of the Double 11 shopping period, driven by robust demand for the iPhone 17 Pro and Pro Max models.
Jefferies analysts view Barrick Mining Corp. (TSX:ABX, NYSE:B) stock as being “inexpensive” after the mining giant’s third quarter 2025 earnings topped estimates.
In a note to clients on Monday, the analysts wrote that Barrick is “signaling confidence” after the company increased its quarterly dividend 25% to $0.125 per share plus announced plans to pay a special dividend of $0.05 per share for the current quarter.
Noble Capital Markets analysts have repeated their ‘Outperform’ rating on Bit Digital Inc (NASDAQ:BTBT) following the company’s monthly update, citing its growing Ethereum holdings and potential upside from its WhiteFiber stake.
The firm also maintained its $5.50 price target, which implies upside of about 75% from Bit Digital's share price at their time of writing.
Instacart (NASDAQ:CART) reported third quarter 2025 results that surpassed Wall Street estimates for both revenue and earnings per share, but cautious guidance for the holiday quarter weighed on its shares on Monday morning.
The grocery technology company posted Q3 revenue of $939 million, slightly above analyst projections of $934.1 million, representing a 10.2% increase from the same period last year.
Two baskets, one till: Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) has put £40.9 million to work in one sweep, adding a big-box Tesco in Craigavon and its first bundle of 10 Sainsbury’s convenience stores at an average net initial yield of 6.4%.
Net initial yield (NIY) is the rental income on day one as a percentage of the price paid, after costs, a quick read on cash return.
When markets refuse to wobble, investors start eyeing the exits.
Since early April, the MSCI World (MXWO) hasn’t suffered a pullback bigger than 2.5%, and JPMorgan’s equity strategists say nerves about an overdue stumble are understandable, but not a reason to bail out.
Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) latest quarterly results have drawn a positive but measured response from Cavendish Capital Markets.