Current market catalysts

JP Morgan Maintains Neutral on Intercorp Financial Servs, Raises Price Target to $62

JP Morgan analyst Yuri Fernandes maintains Intercorp Financial Servs (NYSE:IFS) with a Neutral and raises the price target from $56 to $62.

Reuters Reported President Trump Expected To Convene Meeting With U.S. Refiners And Fuel Retailers Next Week To Highlight Efforts To Bring Down Gas Prices

BMO Capital Downgrades Smartstop Self Storage to Market Perform, Announces $38 Price Target

BMO Capital analyst Juan Sanabria downgrades Smartstop Self Storage (NYSE:SMA) from Outperform to Market Perform and announces $38 price target.

Jefferies Maintains Buy on Okta, Raises Price Target to $200

Jefferies analyst Joseph Gallo maintains Okta (NASDAQ:OKTA) with a Buy and raises the price target from $170 to $200.

Baird Maintains Outperform on Veeva Systems, Raises Price Target to $300

Baird analyst Joe Vruwink maintains Veeva Systems (NYSE:VEEV) with a Outperform and raises the price target from $260 to $300.

Everpure Posts ‘Sizable’ Q2 Beat; FY Outlook Reflects ‘Management's Improved Visibility And Confidence In Converting Pipeline’

P stock falls after Q2 results. Analysts have mixed views: Wedbush maintains Outperform, Needham reiterates Buy, Guggenheim Buy.

Baird Maintains Outperform on Semtech, Raises Price Target to $300

Baird analyst Craig Ellis maintains Semtech (NASDAQ:SMTC) with a Outperform and raises the price target from $225 to $300.

Will 3M Be Able to Sustain Margin Momentum Amid Cost Pressures?

3M achieved a 24.9% adjusted operating margin in Q2 2026 through restructuring and productivity gains, with expectations for 70-80 basis points margin expansion in 2026. However, rising tariffs, oil prices, and PFAS exit costs are pressuring margins. The company is shifting focus to supply-chain redesign and AI-driven tools for longer-term transformation.

DTEGY vs. SCMWY: Which Stock Should Value Investors Buy Now?

A comparison of Deutsche Telekom AG (DTEGY) and Swisscom AG (SCMWY) in the Diversified Communication Services sector reveals that DTEGY is more attractive for value investors. DTEGY has a Zacks Rank of #2 (Buy) with a forward P/E of 13.02 and a Value grade of A, while SCMWY has a Zacks Rank of #3 (Hold) with a forward P/E of 24.90 and a Value grade of F. DTEGY's superior valuation metrics and stronger earnings estimate revision activity make it the better choice for value-focused investors.

Is Quanta Becoming the Biggest Winner From America's AI Buildout?

Quanta Services (PWR) is emerging as a major beneficiary of AI-driven infrastructure expansion, with a record $53.4B backlog supported by utility generation, transmission, and technology load center projects. The company's recent acquisitions and joint venture are expected to add $1.2-$1.4B in 2026 revenues and $120-$140M in EBITDA. PWR's ability to self-perform 80-85% of its work positions it well to capture growing infrastructure investment opportunities.

PFG Enhances Retirement Plans Through Partner Expansion

Principal Financial Group is expanding its Featured Partner Program to integrate private-market investment strategies into defined-contribution retirement plans through collective investment trusts. The expansion partners with major asset managers including Blackstone, Apollo, KKR, and others to offer plan sponsors diversified investment options, potentially driving asset growth and fee opportunities for PFG's Retirement and Income Solutions business.

Why Is Varonis (VRNS) Up 1.9% Since Last Earnings Report?

Varonis Systems (VRNS) reported Q2 2026 earnings of 4 cents per share, beating consensus estimates of 1 cent, with revenues of $180 million exceeding expectations by 1.7%. The company's SaaS transition drove growth with SaaS ARR reaching $726 million (up 52% YoY), and it returned to operating profitability. Management raised full-year 2026 guidance, expecting revenues of $735-$739 million (18-19% YoY growth) and free cash flow of $105-$110 million. Despite strong fundamentals, VRNS received a Zacks Rank #3 (Hold) rating with an F value score.

Xylem (XYL) Down 7.1% Since Last Earnings Report: Can It Rebound?

Xylem reported Q2 2026 adjusted earnings of $1.46 per share, beating consensus estimates by 9%, with revenues of $2.34 billion slightly exceeding expectations. The company raised its 2026 guidance with adjusted earnings now forecast at $5.55-$5.70 per share and EBITDA margin expansion of 90-130 basis points. However, shares have underperformed the S&P 500 by 7.1% since the earnings report, and analyst estimates have trended downward in the past month, resulting in a Zacks Rank #3 (Hold) rating.

OPLN or RACE: Which Is the Better Value Stock Right Now?

A comparison of two automotive stocks reveals that OPENLANE (OPLN) presents a better value opportunity than Ferrari (RACE) for value investors. OPLN has a stronger Zacks Rank (#2 Buy vs #3 Hold), lower valuation multiples (P/E of 23.85 vs 36.71, P/B of 2.34 vs 22.67), and a higher Value grade (B vs D), indicating more attractive fundamentals and positive earnings revision trends.

Waste Management (WM) Down 6.5% Since Last Earnings Report: Can It Rebound?

Waste Management reported Q2 2026 earnings that beat EPS estimates ($2.02 vs $1.99) but missed revenue expectations ($6.68B vs $6.71B). The company benefited from strong pricing discipline (5.7% core price increase) and expanded EBITDA margins to 30.9%, though Collection and Disposal volumes declined 1.8%. Despite solid operational performance and strong free cash flow growth of 34.5%, WM stock has declined 6.5% since the earnings report, with analysts trending estimates downward and assigning the stock a Zacks Rank #3 (Hold) rating.

Dave Expands With Flex: Can It Become a Primary Spending Tool?

Dave Inc. is launching Dave Flex, a Mastercard-branded pay-in-four installment credit card with no late fees or compound interest, expanding its financial services beyond short-term liquidity. The product, which began limited testing in April 2026, offers spending limits twice those of ExtraCash and leverages Dave's CashAI technology for credit decisioning. While early engagement is promising, Flex remains in early stages with immaterial revenues and is excluded from 2026 guidance, with a planned 2027 scale-up.

TTDKY or VPG: Which Is the Better Value Stock Right Now?

A comparison of two Electronics - Miscellaneous Components stocks reveals that TDK Corp. (TTDKY) presents a superior value opportunity compared to Vishay Precision (VPG). TDK Corp. holds a Zacks Rank of #2 (Buy) with a forward P/E of 23.15 and Value grade of B, while Vishay Precision has a Zacks Rank of #4 (Sell) with a forward P/E of 108.58 and Value grade of D. TDK's improving earnings outlook and more attractive valuation metrics make it the better choice for value investors.

GMED or ITGR: Which Is the Better Value Stock Right Now?

In a comparison of two medical instruments stocks, Globus Medical (GMED) emerges as the superior value option over Integer (ITGR). GMED holds a Zacks Rank #1 (Strong Buy) with a Value grade of B, featuring a lower forward P/E ratio of 16.86 and PEG ratio of 1.35. ITGR carries a Zacks Rank #3 (Hold) with a Value grade of C, posting a higher forward P/E of 20.55 and PEG ratio of 2.96. Based on valuation metrics and earnings outlook, GMED is positioned as the more attractive choice for value investors.

GLPI vs. OHI: Which Stock Is the Better Value Option?

A comparative analysis of two REIT stocks shows Gaming and Leisure Properties (GLPI) presents a better value opportunity than Omega Healthcare Investors (OHI). GLPI has a stronger Zacks Rank (#2 Buy vs #3 Hold), lower forward P/E ratio (10.35 vs 14.48), and a superior Value grade (B vs C), making it the more attractive option for value investors.

DOCU vs. ADSK: Which Stock Is the Better Value Option?

A comparison of DocuSign (DOCU) and Autodesk (ADSK) as potential value stock investments in the Internet-Software sector. DocuSign emerges as the better value option with a Zacks Rank #2 (Buy) versus Autodesk's Rank #3 (Hold), a lower forward P/E ratio of 13.06 compared to 20.17, and a Value grade of B versus D. DocuSign's stronger earnings estimate revisions and more attractive valuation metrics make it the preferred choice for value investors.

HON vs. EMR: Which Automation Stock Has Better Growth Potential?

Honeywell Technologies and Emerson Electric are compared as industrial automation leaders. HON faces near-term headwinds from weak Process Automation demand, rising costs, and elevated debt ($31.5B), though Building and Industrial Automation segments show strength with 9% and 4% organic revenue growth respectively. EMR demonstrates broader momentum with 6% underlying sales growth, strength across power, LNG, aerospace, defense, and semiconductor markets, and strategic acquisitions enhancing its AI and software capabilities. Despite HON's Strong Buy rating, EMR appears the better investment choice given stronger recent stock performance, improving earnings outlook, and healthier end-market demand.

Veeva Systems Q2 Earnings and Revenues Beat Estimates, Stock Up

Veeva Systems (VEEV) reported Q2 fiscal 2027 adjusted EPS of $2.35, up 18.1% YoY and beating consensus by 5.9%, with revenues rising 17.6% to $928 million. The company raised its fiscal 2027 revenue guidance to $3.682-$3.687 billion and EPS to $9.21. Vault CRM momentum continued with over 180 customers live including five top 20 biopharmas, while the company advanced its AI strategy with Veeva Falcon.

Can Klook Help Mastercard Capture More APAC Travel Spending?

Mastercard has partnered with Klook to enhance travel offerings and cardholder benefits across Asia Pacific. The collaboration aims to provide exclusive discounts and develop innovative payment solutions, capitalizing on growing demand for experience-led travel where 47% of APAC consumers seek deals and 23% choose destinations based on specific activities.

VIRT vs. MCO: Which Stock Is the Better Value Option?

In a value investing comparison, Virtu Financial (VIRT) emerges as the superior choice over Moody's (MCO). VIRT holds a Zacks Rank #1 (Strong Buy) with a forward P/E of 9.36 and Value grade of B, while MCO has a Zacks Rank #3 (Hold) with a forward P/E of 30.47 and Value grade of D. VIRT's lower valuation metrics and stronger earnings outlook make it the better value opportunity.

3 Storage Devices Stocks to Buy as the Industry Gains Momentum

The Zacks Computer-Storage Devices industry is experiencing strong growth driven by AI workloads, cloud adoption, and data center expansion. The industry has outperformed the S&P 500 by 396.1% over the past year and trades at a favorable valuation of 9.98X forward P/E compared to the broader market. Key players like SanDisk, Super Micro Computer, and Western Digital are benefiting from increased demand for high-capacity storage solutions and AI infrastructure buildout, though macroeconomic headwinds and supply chain disruptions remain concerns.

Baird Maintains Outperform on Okta, Raises Price Target to $185

Baird analyst Shrenik Kothari maintains Okta (NASDAQ:OKTA) with a Outperform and raises the price target from $175 to $185.

Jefferies Maintains Buy on CrowdStrike Holdings, Raises Price Target to $240

Jefferies analyst Joseph Gallo maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Buy and raises the price target from $230 to $240.

Watching Smartbird; Shares See Volume To The Upside, Live On CNBC, The Exchange Hosts Segment Titled "The AI Pivot: Smartbird (Formerly Allbirds)" From Shoes To AI Infrastructure, Allbirds Sold Footwear Assets & IP For $39M In March 2026, Expanded Convertible Financing To $100M To Fund GPUs & Hardware

Baird Maintains Neutral on CrowdStrike Holdings, Raises Price Target to $230

Baird analyst Shrenik Kothari maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Neutral and raises the price target from $220 to $230.

Jefferies Maintains Buy on Salesforce, Raises Price Target to $300

Jefferies analyst Brent Thill maintains Salesforce (NYSE:CRM) with a Buy and raises the price target from $250 to $300.