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Fuel Cell Tax Perk Could Supercharge Bloom Energy In 2026, Says JPMorgan
Wednesday, July 9, 2025 - 1:22pm | 382JPMorgan analyst Mark Strouse upgraded Bloom Energy Corp (NYSE:BE) to Overweight from Neutral, raising the price forecast from $18 to $33. According to Strouse, the unexpected eligibility of fuel cells for 48E tax credits under the finalized OBBB legislation could lead to upside in revenue and...
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Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback
Wednesday, July 9, 2025 - 12:22pm | 552In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings. The announcement came amid an exciting earnings...
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JPMorgan Sticks To Bearish Call On LGI Homes As June Closings Disappoint
Wednesday, July 9, 2025 - 12:19pm | 400JPMorgan analyst Michael Rehaut reiterated the Underweight rating on LGI Homes, Inc. (NASDAQ:LGIH), lowering the price forecast from $52 to $47. On July 4, the company announced it closed on 457 homes in June 2025, lower than 571 homes in June 2024. As of June 30, 2025, LGI Homes had 146 active...
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Bitcoin Miners Rake In $55K Daily Despite Heat-Driven Hashrate Dip — Here's Their Secret
Wednesday, July 9, 2025 - 8:37am | 786Despite a 3% drop in Bitcoin's (CRYPTO: BTC) network hashrate in June, daily miner revenues soared to approximately $55,300 per exahash per second (EH/s), one of the highest profitability levels this year, according to a commentary shared with Benzinga by the analytics team of TeraHash, a global...
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Trump's Hydrogen Lifeline Could Revive Plug Power's Stalled Plans
Tuesday, July 8, 2025 - 11:41am | 362In a move that could reshape the landscape of clean energy, President Donald Trump's recent signing of the "One Big Beautiful Bill" extends a lifeline to hydrogen production, offering a vital two-year grace period for companies eager to invest in this burgeoning sector. The law allows the 45V clean...
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Labor Market Woes, Gold's Rise, Trump's Fed Attack, Middle-Class Struggles And A Surprising Jobs Report: This Week In Economy
Sunday, July 6, 2025 - 7:01am | 626The past week has been a rollercoaster ride for the U.S. economy. From a rare warning sign in the labor market to a surprising jobs report, the week was filled with unexpected turns. The gold market saw a potential rise, while the Federal Reserve faced criticism from President Donald Trump. Amidst...
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Elon Musk's Tesla Is A 'Multi-Trillion-Dollar Opportunity,' But Short-Term Outlook Is 'Shaky,' Says Expert
Friday, July 4, 2025 - 8:00am | 771Tesla Inc. (NASDAQ:TSLA) stock experienced a 0.73% dip in this record-setting week, as a renewed “war of words” between President Donald Trump and Tesla CEO Elon Musk added to existing pressures. What Happened: While the EV giant faces a “shaky” short-term outlook, John...
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This Kilroy Realty Analyst Cuts Price Target On Lower Capitalized Interest, Delayed Leasing
Wednesday, July 2, 2025 - 11:16am | 265Kilroy Realty Corp's (NYSE:KRC) near-term performance is likely to be impacted by a decline in capitalized interest, according to JPMorgan. The Kilroy Realty Analyst: Analyst Anthony Paolone maintained an Overweight rating, while cutting the price target from $42 to $40. The Kilroy Realty Thesis:...
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JPMorgan's New ETF Smashes Records With $2 Billion Kick Off
Friday, June 27, 2025 - 3:27pm | 422J.P. Morgan Asset Management launched the latest salvo of the 2025 bond ETF boom on Thursday, rolling out the JPMorgan Active High Yield ETF (BATS:JPHY) with a jaw-dropping $2 billion in assets. Supported by a large institutional investor, the launch is the largest active ETF launch on record, and...
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KB Home Stock Jumps After Q2 Report, But Forecasts Leave Analysts Divided
Wednesday, June 25, 2025 - 9:14am | 384Shares of KB Home (NYSE:KBH) traded higher on Tuesday after the company reported upbeat fiscal second-quarter revenues a day earlier. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On KB Home Analyst Rafe Jadrosich maintained a Buy...
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Group 1 Automotive, Penske Automotive: Management Meetings Reveal Industry Trends
Tuesday, June 24, 2025 - 6:18pm | 336Meetings with the top management of Group 1 Automotive Inc (NYSE:GPI) and Penske Automotive Group Inc (NYSE:PAG) highlighted industry trends in tariff responses by OEMs (original equipment manufacturers), new and used vehicle sales, as well as P&S (parts and service) trends, according to...
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Commercial Metals Guides To Earnings Improvement, Analyst Raises Estimate For Q4
Tuesday, June 24, 2025 - 11:48am | 283Commercial Metals Co (NYSE:CMC) reported its fiscal third quarter adjusted EBITDA short of expectations but guided to improved earnings across segments, according to JPMorgan. The Commercial Metals Analyst: Analyst Bill Peterson reiterated a Neutral rating with a price target of $52. The Commercial...
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JPMorgan's REIT Reshuffle: Ventas Stock Climbs, Cold Storage Giants Slip
Monday, June 23, 2025 - 1:24pm | 814JPMorgan analyst Michael W. Mueller announced several ratings changes during the firm’s quarterly CRE update webinar. The analyst upgraded Ventas Inc. (NYSE:VTR) from Neutral to Overweight and raised the firm’s December 2025 price target to $72 from $70. Mueller cited robust internal...
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Alkami, Q2 Holdings Tapped As Top Picks By Analyst In $10 Billion Digital Banking Market
Wednesday, June 18, 2025 - 3:09pm | 538JPMorgan analyst Ella Smith initiated coverage on Q2 Holdings (NYSE:QTWO) and nCino (NASDAQ:NCNO) and assumed lead analyst coverage of Alkami Technology (NASDAQ:ALKT) on Wednesday. Smith’s investment preferences have Alkami Technology as Overweight, Q2 Holdings as Overweight and nCino as...
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Marvell Technology Has 'Sustainable Growth Strategy,' Analysts Say
Wednesday, June 18, 2025 - 11:34am | 406Shares of Marvell Technology Inc. (NASDAQ:MRVL) rallied in early trading on Wednesday, after the company hosted its Custom AI Investor Event on Tuesday. Needham analyst Quinn Bolton maintained a Buy rating and price target of $85. JPMorgan analyst Harlan Sur reiterated an Overweight rating and...