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.
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.
JPMorgan Sees 78% Upside in SpaceX as Grok AI and Orbital Data Centers Accelerate Ambitions
JPMorgan keeps SpaceX Overweight with $240 target. Analyst highlights Grok advances, Cursor deal, Louisiana Starbase, and orbital data centers.