November 11, 2026 11:48 am
Key Moments Netflix Inc (NFLX) closed at $63.26 with a trailing P/E of 17.6x and a forward P/E of 17.3x, far below its prior valuation peak. Levered free cash flow improved from negative $131.98M in 2021 to $9.46B in fiscal 2025, while net margin expanded from 14.2% to 24.3%. InvestingPro fair value of $81.06 suggests […]
Read moreNovember 11, 2026 11:36 am
Key Moments Deutsche Bank upgraded Unilever (LON:ULVR) to “buy” from “hold” and lifted its price target to 5,350 pence from 5,300 pence. The bank projects like-for-like growth in home and personal care of 4.6% in fiscal 2027 and 4.2% in fiscal 2028, with modest margin expansion in both years. Unilever targets €1 billion in savings […]
Read moreNovember 11, 2026 11:07 am
Key Moments CoreWeave stock climbed 13.7% in pre-open trading after its third-quarter results and guidance update. Q3 revenue reached $3.66 billion versus estimates of $3.55 billion, with an adjusted loss per share of $0.95 compared with an expected loss of $1.16. The company lifted its 2026 revenue outlook to a range of $13.0 billion to […]
Read moreNovember 11, 2026 11:02 am
Key Moments Germany’s Bundeskartellamt issued a preliminary view that PayPal’s ban on merchant surcharges for its payment service may breach competition law. The regulator argues PayPal’s rules could limit competition among payment providers and obscure cost transparency for consumers. PayPal now has the opportunity to reply to the authority’s non-final assessment in a proceeding that […]
Read moreNovember 11, 2026 10:32 am
Key Moments Merck & Co. (NYSE:MRK) has risen 42.3% since January, trading near $146.73 while many large-cap pharma peers remain pressured by patent concerns. Third-quarter revenue of $18.1 billion and adjusted EPS of $2.49 both exceeded consensus, prompting management to raise full-year 2026 revenue guidance to $66.8 billion-$67.3 billion. Keytruda, Winrevair, and emerging pipeline assets […]
Read moreNovember 11, 2026 8:37 am
Key Moments Wells Fargo reiterated its “overweight” rating and $25 price target on Energy Transfer, implying a 28.7% upside from the latest $19.43 close. The brokerage raised its 2026 and 2027 EBITDA projections to $20.04 billion and $19.7 billion, respectively, citing organic growth and the Vaquero acquisition. Analysts highlighted $680 million in organic project benefits […]
Read moreNovember 10, 2026 3:27 pm
Key Moments Options pricing points to a 5.5% move in Walt Disney Co. (NYSE:DIS) stock around its Nov. 17 pre-market earnings release. Disney’s stock move surpassed the options-implied swing in two of the last eight earnings reports. Recent earnings reactions ranged from a 2.9% move on Aug. 5 to a 12.0% jump on May 7, […]
Read moreNovember 10, 2026 2:16 pm
Key Moments Freedom Broker downgraded Qualcomm (NASDAQ: QCOM) to Hold and lowered its price target to $185 from $200. Fiscal Q4 revenue of $10.44 billion exceeded consensus by 3.2%, while EPS of $2.17 only narrowly topped expectations. Gross margin declined for a fourth consecutive quarter to 52.4% and is not expected to fully reflect price […]
Read moreNovember 10, 2026 2:03 pm
Key Moments Bernstein reaffirmed its Outperform rating and $325 price target on Oracle (NYSE: ORCL) after revising its 10-year financial model. The firm now projects Oracle is about 18 months away from generating positive free cash flow and will not require additional funding. OpenAI’s potential IPO and Oracle’s anticipated return to positive free cash flow […]
Read moreNovember 10, 2026 1:51 pm
Key Moments Carlyle Group stock is down 0.8% in pre-market trading to $41.99 after a UBS downgrade to Neutral and a price target cut to $47 from $60. UBS flagged reduced confidence in Carlyle’s ability to reach its 2028 fee and earnings targets, projecting a FRE CAGR more than 400 basis points below management’s 15%-plus […]
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