UBS Upgrades SolarEdge to Buy After FCC Inverter Import Ban
UBS upgraded SolarEdge to Buy, citing the FCC inverter ban as a potential boost, while weak U.S. solar demand remains a risk.
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SAP Slides After UBS Cuts Rating Over Delayed AI Tools
UBS cut SAP to Neutral from Buy while raising its price target to €201. The slow rollout of agentic AI and weaker cloud backlog growth sent the shares lower.
SK Biopharmaceuticals Licenses Biohaven’s Kv7 Platform in Deal Worth Up to $795 Million
SK Biopharm gains exclusive worldwide rights to Biohaven’s opakalim and Kv7 platform in a deal worth up to $795M, with a possible 2029 U.S. launch.
nCino Beats on Q2 but Shares Drop as Guidance Falls Short of Growth Expectations
nCino beat Q2 on revenue, margins and cash flow, but modest full-year guidance and in-line Q3 outlook lack the growth acceleration expected.
Intuit Beats on 2026 Results but Misses 2027 Guidance as It Bets on Customer Growth
Intuit will report Mailchimp as a standalone segment in FY2027, forecasting flat to -1% revenue growth from weaker marketing sales that weighed on its soft full-year outlook.
Strong Q2 Results Overshadowed by Weaker Near-Term Profit Guidance at Zoom
Zoom beats Q2 estimates on revenue and EPS but issues softer Q3 guidance for non-GAAP operating income and EPS, while modestly raising full-year EPS outlook.