BofA Downgrades Mosaic to Neutral: Iran Conflict Delays Phosphate Profit Boom
BofA downgrades Mosaic from Buy to Neutral, citing delayed phosphate margins due to inflationary pressures on sulfur and ammonia from the Iran conflict.
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Energy Crisis déjà vu? Jefferies Bets on SolarEdge Europe Surge Again
Jefferies upgrades SolarEdge from Underperform to Hold, raises PT to $49 from $30 as Middle East conflict boosts Europe energy prices and solar demand outlook.
Arm's AI Server Breakthrough: HSBC Double-Upgrades Stock to Buy, Targets $205 Amid Royalty Boom
HSBC double-upgrades Arm to Buy from Reduce, raising its price target to $205 from $90, citing an undervalued AI server CPU shift and potential royalty doubling as key drivers behind the bullish call.
York Space Systems Shares Surge as Revenue Jumps 52% and Losses Narrow – Strong 2026 Outlook Ahead
York Space Systems reported 52% revenue growth to $386.2M in 2025 and narrowed its net loss. Shares climbed after beating estimates. Strong 2026 outlook: $545M–$595M revenue guided from $543M backlog.
Planet Labs Shares Soar After Record Revenue Beat and Massive $900 Million Backlog
Planet Labs shares jumped nearly 20% after beating Q4 revenue forecasts and issuing strong FY2027 guidance backed by a massive $900 million backlog.
From Moon Touchdown to Record Revenue: Firefly's Breakout 2025 and Bold 2026 Outlook
Firefly Aerospace (FLY) reports record $159.9M revenue in 2025, up 163%, historic Blue Ghost moon landing, narrower losses, and $420M–$450M 2026 guidance.