UBS Upgrades IBM to Neutral – AI Fears Largely Priced In, Mainframes Stay Sticky
UBS upgrades IBM from Sell to Neutral, keeps $236 price target. After a 22% drop, analysts see better risk/reward and limited AI threat to IBM's mainframe business.
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Axon’s AI & Hardware Boom Delivers 39% Growth, Beats Forecasts
Taser-maker Axon beats Wall Street estimates with $797M Q4 revenue (+39%) and $2.15 adjusted EPS. Strong demand for TASERs, body cams & software powers growth. 2026 outlook: 27-30% revenue jump.
HP Beats Q1 Expectations on AI PC Surge — But Memory Crisis and Tariffs Threaten the Rest of 2026
HP crushes Q1 with AI PC boom but flags memory chip crisis + tariffs. Q2 profit outlook misses estimates, full-year guidance leans low-end. Shares drop 7%.
First Solar Stock Plunges After Disappointing 2026 Sales Outlook
First Solar reported strong Q4 2025 results but guided 2026 sales below analyst expectations due to tariffs, weak residential demand, and policy uncertainty. Stock falls sharply after hours.
Lucid Delivers Record Q4, But 2026 Outlook Falls Short of Expectations
Lucid reports Q4 revenue of $523M (beat estimates), adjusted loss $3.08/share (miss), 2026 production guidance 25K-27K vehicles amid EV demand slowdown.
Paramount Ups Bid to $31/Share for Warner Bros. Discovery
Warner Bros. Discovery board says Paramount Skydance’s revised $31/share cash offer could top Netflix deal. Includes $7B regulatory fee & ticking fee. Talks continue.