Jim Cramer: 'Put This Stock Away, Give It to Your Kids'

BMO Capital Upgrades First Solar to Outperform, Raises Price Target to $263

BMO Capital analyst Ameet Thakkar upgrades First Solar (NASDAQ:FSLR) from Market Perform to Outperform and raises the price target from $237 to $263.

Canadian Solar Q2 Loss Wider Than Estimates, Revenues Fall Y/Y

Canadian Solar reported a wider Q2 2026 loss of $1.40 per share despite beating revenue estimates at $1.21 billion. However, revenues declined 28.7% year-over-year due to lower gross margins and reduced module shipments. Battery storage shipments surged 73% year-over-year, showing strength in that segment. The company guided Q3 revenues of $1.30-$1.50 billion with gross margins of 13.5%-15.5%. Other solar companies showed mixed results: Enphase Energy missed revenue expectations with declining earnings, First Solar beat earnings estimates, and SolarEdge Technologies exceeded both earnings and revenue expectations.

Deutsche Bank Maintains Buy on First Solar, Raises Price Target to $299

Deutsche Bank analyst Corinne Blanchard maintains First Solar (NASDAQ:FSLR) with a Buy and raises the price target from $272 to $299.

Agentic AI Adoption Boosts NOW's Growth Prospects Against MSFT & CRM

ServiceNow's AI annual contract value surpassed $1 billion in Q2 2026 with net new AI ACV growing over 40% sequentially, driven by rapid agentic AI adoption and new AI-native pricing models. However, the company faces intensifying competition from Microsoft and Salesforce, which are aggressively expanding their own AI agent offerings and monetization strategies.

ServiceNow Stock Jumps on Enterprise AI Momentum

ServiceNow stock jumps 9% following strong Salesforce Q2 earnings, an enterprise AI momentum boost, and positive analyst price target upgrades.

Shares of enterprise application software are trading higher amid sympathy with Salesforce after the company reported Q2 financial results.