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Analyst Blog: Archive
FDA Grants Priority Review to BridgeBio's Dwarfism Drug Filing
by Zacks Equity Research
BBIO wins FDA priority review for infigratinib, potentially making it the first approved oral therapy for achondroplasia.
BBIONegative Net Change BMRNNegative Net Change ASNDPositive Net Change
biotechs medical
Can PPL's Generation Strategy Keep Pace With Rising Power Demand?
by Zacks Equity Research
PPL expands generation capacity and advancing large-scale projects to meet rising electricity demand and serve growing customer loads.
PPLPositive Net Change DUKPositive Net Change LNTPositive Net Change
utilities
SAP to Acquire TechWolf to Strengthen AI-Powered Workforce Management
by Shivangi Deora
SAP's planned TechWolf acquisition aims to strengthen AI-driven talent management, skills mapping and workforce planning as enterprises adopt AI.
SAPPositive Net Change CRMPositive Net Change WDAYNegative Net Change
computers tech-stocks
Phillips 66: Fuel Demand & Midstream Strength Support the Business
by Nilanjan Banerjee
PSX benefits from strong fuel demand, tight inventories and a diversified midstream business despite elevated crude oil prices.
PSXPositive Net Change PARRNegative Net Change DINOPositive Net Change
oil-energy
AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?
by Subhasish Mukherjee
AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.
AXTINegative Net Change LRCXNegative Net Change AAOINegative Net Change GFSNegative Net Change
artificial-intelligence electronics semiconductor tech-stocks
Bloom Energy Crosses Key SMAs: Should Investors Buy the Stock Now?
by Jewel Saha
BE's bullish momentum, surging earnings outlook and AI power opportunity are offset by high debt and a premium valuation.
BENegative Net Change PLUGNegative Net Change TLNPositive Net Change
oil-energy
VKTX Advances Obesity Program With New Oral Maintenance Study
by Zacks Equity Research
VK2735's oral maintenance study could expand Viking Therapeutics' obesity strategy by helping sustain weight loss with less frequent dosing.
VKTXPositive Net Change NVOPositive Net Change LLYPositive Net Change
biotechnology
Amkor's Capital Spending Surges: Is the Growth Worth the Cost?
by Subhasish Mukherjee
AMKR is ramping 2026 CapEx to $2.5-$3B as AI and advanced-packaging demand grows, but higher fixed costs and utilization risks raise the stakes.
AMKRNegative Net Change INTCPositive Net Change GFSNegative Net Change
artificial-intelligence semiconductor tech-stocks
FIGS' Pricing Strategy Supports Higher Order Values & Full-Price Sales
by Zacks Equity Research
FIGS is using higher pricing, fewer discounts and lower returns to lift order values and full-price sales as customer demand remains strong.
FIGSPositive Net Change URBNNegative Net Change GCOPositive Net Change DBIPositive Net Change
retail
Chevron's Portfolio Reshaping Strategy to Unlock Stronger Returns
by Seema Agarwal
CVX's Hess Midstream deal could halve Bakken midstream costs, remove $3.7B of debt and lift returns, despite a $3B-$4B closing loss.
CVXNegative Net Change CRCNegative Net Change HESMNegative Net Change SHELNegative Net Change
energy oil-energy