Stride Plunges After Losing Major Texas Virtual School Contract
Stride shares plunged after Texas' Roscoe ISD decided not to renew its contract for Lone Star Online Academy, representing ~5% of 2025 enrollment. BMO highlights retention risks.
Stride shares plunged after Texas' Roscoe ISD decided not to renew its contract for Lone Star Online Academy, representing ~5% of 2025 enrollment. BMO highlights retention risks.
Bernstein says Fiserv’s appointment of Takis Georgakopoulos as CEO has a “bad look,” coming just weeks after Investor Day while the stock is at 10-year lows.
Bank of America starts coverage on TeraWulf with a Buy rating and $34 price target. The company is shifting from Bitcoin mining to high-performance computing and aims for 3GW by 2030.
KeyBanc bullish on Firefly & Rocket Lab: strong growth, NASA deals, and rising demand make them "top space stocks" despite recent dip.
The upgrade is driven by strong GPU growth potential and AMD emerging as a key second supplier in the AI chip market.
Bernstein also rated Monster, Coca-Cola, PepsiCo, and Keurig Dr Pepper.