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Alibaba Analysts Look For Signs Of Q4 Rebound: ‘Cloud Business Could Double-Digit Growth In 2025’

By Priya Nigam
May 15, 11:39 AM
Alibaba reported 7% year-on-year revenue growth — a "solid" beat. Analysts acknowledge "margin uncertainties in the coming quarters."

BABA

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Boston Beer Company Gets A Spicy Buy Upgrade From Analyst Amid Other Beer Brands – Read Why

By Nabaparna Bhattacharya
May 14, 3:40 PM
Analyst upgrades Boston Beer Company to Buy, highlighting growth potential amid declining beer brands, while maintaining ratings for Constellation Brands and Molson Coors.

SAM

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D-Wave Quantum’s Fast Anneal To Boost Quantum Processing And Drive Customer Growth, Analysts Say

By Anusuya Lahiri
May 14, 2:54 PM
Needham analyst reiterates Buy rating and $2.5 price target for D-Wave Quantum. Q1 revenues of $2.5M, bookings up 54%. New fast anneal feature introduced.

QBTS

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Google I/O 2024 To Spotlight AI Innovations And New Monetization Opportunities, Analyst Says

By Anusuya Lahiri
May 14, 2:05 PM
KeyBanc analyst reiterates Buy rating on GOOGL with $200 PT. Expects Google I/O to showcase scale & AI opportunities, updates on Android 15, Wear OS, SGE, Cloud. Sees potential for monetizing non-ad services.

AAPL

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Tencent Music Entertainment Q1 Subs Hit Record High, 2 Analysts Raise Forecasts

By Priya Nigam
May 14, 12:32 PM
Tencent reported "strong" results, "with Core music revenue growth beating by 5 points on record-high subscriber net adds and advertising outperformance."

TME

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Plug Power Analyst Says Loan Commitment De-Risks Hydrogen Stock

By Priya Nigam
May 14, 12:30 PM
Plug Power received a $1.66B loan commitment from U.S. DOE, boosting stock. Analyst maintains Neutral rating, citing near-term catalysts.

PLUG

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Cisco Systems Q3 Preview: Analysts Anticipate ‘Stabilizing Core Business Trends’

By Priya Nigam
May 14, 11:45 AM
Cisco (NASDAQ: CSCO) launches Hypershield for increased security of data centers and clouds. Analysts predict a beat in third-quarter results.

CSCO

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Home Depot Q1 Earnings Preview: ‘Well Positioned For Share Gains’ — Will Consumers Doing Home Repairs Over Buying Homes Help?

By Chris Katje
May 13, 3:25 PM
Earnings preview with key items to watch and estimates for first quarter report for Home Depot.

HD

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What To Expect From Alibaba’s Earnings? Here’s What Goldman Sachs Is Watching

By Anusuya Lahiri
May 13, 2:42 PM
With the China internet sector up 15% year-to-date (or KraneShares Trust KraneShares CSI China Internet ETF (NYSE: KWEB) +30% from late-January lows), Goldman Sachs analyst Ronald Keung highlighted the critical numbers in focus heading in the Tencent Holding Ltd (OTC:

BABA

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Starbucks’ Sales Slump Due To Social Media Boycott, Says Analyst

By Shivani Kumaresan
May 13, 1:07 PM
Discover why BofA Securities' Sara Senatore stands firm with a Buy rating on Starbucks Corp despite Q2 FY24 sales collapse. Dive into the analyst's perspective on the unexpected impact of social media boycotts and the brand's potential for recovery.

CMG

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