Goldman Sachs Initiates Buy on Twilio with $300 Price Target, Sees 63% Upside
Strong AI momentum and growth metrics highlighted.
Strong AI momentum and growth metrics highlighted.
High short interest, new CFO appointment, and activist investor Trian fuel the rally.
Despite reporting 94% revenue growth and securing a multi-year OpenAI agreement worth over $20 billion, Cerebras shares fell in after-hours trading on lower margin guidance.
Despite beating Q4 expectations with 13% revenue growth to $25B and $6.31 EPS, FedEx shares declined on weaker-than-expected calendar 2026 outlook and post-spin-off uncertainty.
The deal builds on its 2024 Vizio acquisition and targets small and medium-sized businesses with easier, measurable CTV advertising.
Analysts at Wedbush initiate coverage on BBBY with Outperform rating and $10 price target, citing significant untapped potential in its integrated home ecosystem.