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Tapestry stock has fallen over 30% from its summer high despite strong FY2026 results, a raised dividend, and new buybacks, with analysts still rating shares Moderate Buy.
DICK'S Sporting Goods (NYSE:DKS) executives said the athletic footwear market remains healthy despite pressure on certain legacy sneaker styles and increased promotional activity, arguing that consumer demand remains strong for innovative products and a broader set of brands.
During a fireside chat
Insiders and institutions are buying DICK's Sporting Goods shares after a post-earnings sell-off, as analysts see upside from Foot Locker integration despite a mostly Hold rating consensus.
Salesforce's expanded OpenAI partnership highlights AI's impact on SaaS, boosting interest in software ETFs IGV and WCLD, which have rallied but differ in risk and holdings.
Consumer demand rose 7.9% year-over-year in August even as retail stocks sold off, and TradeSmith's Andy Swan sees Walmart, Home Depot and Amazon benefiting.
Capri (NYSE:CPRI) expects growth to accelerate in the second half of the year as new products, increased marketing investment and store renovations support its Michael Kors and Jimmy Choo brands, executives said at the Goldman Sachs Global Retail and Consumer Conference.
Chairman, CEO and Director
TJX Companies, Burlington Stores and Dick's Sporting Goods have all cratered. Oil-squeezed spending and sub-20 RSI readings frame a long-dated options play.
Red Cat (NASDAQ:RCAT) is positioning its drone and unmanned surface vessel businesses around lessons drawn from active conflict zones, with Chairman and CEO Jeff Thompson emphasizing battlefield testing, production readiness and interoperability as key differentiators.
Speaking at a Piper Sandler e
Oracle, British American Tobacco, Cisco, Charles Schwab, and Goldman Sachs each combine dividend yield, projected earnings growth, and Moderate Buy analyst ratings, per MarketBeat data.
Celestica, Penguin Solutions, and ACM Research have all raised fiscal 2026 guidance yet trade at least 20% below recent highs, offering compressed valuations ahead of upcoming earnings reports.
Quest Diagnostics (NYSE:DGX) CEO and President Jim Davis said the diagnostic testing company is exceeding the growth framework it outlined at its prior investor day, driven largely by organic growth, consumer-health demand and partnerships rather than a heavier-than-expected pace of acquisitions.
D
Fulgent Genetics, Joby Aviation, and Veritone pursue unconventional business models in genomics, eVTOL aircraft, and AI media, backed by notable financial and operational milestones.
DaVita, Franklin Resources, and Archer Daniels Midland have each gained more than 30% year to date in 2026, offering investors diversification away from AI-driven stock market gains.
As the Iran conflict pushes tanker rates past $1 million per day, investors weigh Okeanis Eco Tankers, International Seaways, and the Breakwave Tanker Shipping ETF as ways to trade the shipping surge.
RingCentral (NYSE:RNG) Chief Financial Officer Vaibhav Agarwal said IT spending remains healthy, with artificial intelligence taking a growing share of both existing and incremental technology budgets as customers move beyond experimentation and focus on measurable returns.
Speaking at a Piper Sand
Meta's new Muse AI agent boosted shares and app downloads, but analysts at J.P. Morgan, Mizuho, and Oppenheimer disagree on its adoption and monetization potential.
Microsoft, U.S. Bancorp, and Lamar Advertising all raised their dividends after strong earnings, with Lamar also considering a special dividend on top of its 4.5% yield.
Atlassian, Salesforce, and Dynatrace shares have rebounded sharply in 2026 as AI adoption boosts demand for their products rather than eroding it, per recent earnings data.
Asana (NYSE:ASAN) is preparing to launch its Agentic Work Management platform, a product and packaging shift that Chief Financial Officer Aziz Megji said is intended to combine the company’s collaborative work-management tools with artificial intelligence capabilities and create new consumption-base
Cencora (NYSE:COR) executives highlighted the company’s specialty pharmaceutical positioning, medical specialty organization strategy and capital-allocation priorities during an investor conference discussion, while reaffirming the durability of its relationship with Walgreens.
Chief Executive Offi
Lakefront Biotherapeutics American Depositary Shares (NASDAQ:LKFT) said it plans to begin registrational studies next year for its lead T-cell engager, gamgertamig, following a broad restructuring of its legacy cell-therapy operations and the acquisition of assets from Ouro Medicines.
Speaking at M
Ardelyx (NASDAQ:ARDX) expects to generate close to $500 million in revenue this year and reach profitability in 2027, supported by continued growth of its IBS-C treatment IBSRELA and hyperphosphatemia treatment XPHOZAH, executives said at a Morgan Stanley event.
Chief Executive Officer Mike Raab sa
Canadian National Railway (NYSE:CNI) CEO Tracy Robinson said the railroad is pursuing growth opportunities in Mexico, energy, agriculture and selected domestic markets while relying on prior infrastructure investments to support volume gains without a major increase in capital spending.
Speaking at
Cognex (NASDAQ:CGNX) Chief Financial Officer Dennis Fehr said the machine-vision company is pursuing growth across logistics, packaging, semiconductors, electronics and data-center supply chains, supported by artificial intelligence-enabled products, an expanded customer base and operating-efficienc
Cybin (NASDAQ:HELP) executives outlined plans for its late-stage depression program, including an expected fourth-quarter Phase 3 data readout for HLP003, during H.C. Wainwright’s 28th Annual Global Investment Conference. The company, referred to in the presentation as Helus Pharma, is developing se
S&P Global (NYSE:SPGI) is seeing continued growth across its Market Intelligence, Ratings, Indices and Energy businesses, supported by commercial integration, artificial intelligence adoption and productivity initiatives, Chief Financial Officer Eric Aboaf said during a Barclays conference discu
Fifth Third Bancorp (NASDAQ:FITB) said it is tracking toward the favorable ends of its third-quarter guidance ranges following the completion of its Comerica conversion over Labor Day weekend, with executives citing stronger deposit growth, stable customer retention and expense savings that are arri
NeoGenomics (NASDAQ:NEO) executives outlined the company’s strategy to expand its role in community-based precision oncology, emphasizing growth in next-generation sequencing, minimal residual disease testing and workflow tools designed for physicians treating patients closer to home.
Speaking at t
Recursion Pharmaceuticals (NASDAQ:RXRX) outlined its strategy, clinical pipeline and partnership progress at Morgan Stanley’s Global Healthcare Conference, with CEO and President Najat Khan emphasizing the company’s shift toward an end-to-end, AI-enabled drug discovery and development platform.
Kha
Helus Pharma Chief Executive Officer Michael Halstead said the company expects a pivotal Phase III readout for its HLP003 program in adjunctive major depressive disorder in the fourth quarter, describing the data as a key near-term catalyst for the company’s mental health treatment pipeline.
Speaki
Aurora Innovation (NASDAQ:AUR) is preparing to expand its autonomous-trucking operations through a second-generation hardware rollout, a planned transition toward a driver-as-a-service model and additional manufacturing relationships, Co-founder and CEO Chris Urmson said at the Morgan Stanley Laguna
Jazz Pharmaceuticals (NASDAQ:JAZZ) executives outlined the company’s oncology growth strategy, early commercial progress for recently launched therapies and business-development priorities during the Morgan Stanley Global Healthcare Conference.
Chumi Khurana, senior vice president of U.S. Oncology
WW International (NASDAQ:WW) executives outlined the company’s efforts to reposition its weight-management business around behavioral support, telehealth and GLP-1 medications, following a restructuring that substantially reduced its debt burden.
Speaking at Morgan Stanley’s healthcare conference,
Jazz Pharmaceuticals (NASDAQ:JAZZ) outlined development and commercial plans for its oncology, epilepsy and sleep franchises during a discussion with Deutsche Bank analyst David Hoang, emphasizing the expansion potential of HER2-targeted therapy Ziihera and ongoing lifecycle work for EPIDIOLEX.
Zii
Stanley Black & Decker (NYSE:SWK) CEO Chris Nelson said the company is progressing against three priorities: strengthening its core brands, improving operational execution and accelerating innovation.
Speaking at the Morgan Stanley 14th Annual Laguna Conference, Nelson said the company reported
Synchrony Financial (NYSE:SYF) Chief Financial Officer Brian Wenzel said the company was seeing high-single-digit purchase-volume growth roughly 2.5 months into the third quarter, consistent with the approximately 8% growth reported during the second quarter.
Speaking at an investor event, Wenzel s
Lexicon Pharmaceuticals (NASDAQ:LXRX) said it has completed enrollment in its Phase III SONATA-HCM study of sotagliflozin in hypertrophic cardiomyopathy, with topline data expected in the first quarter of 2027.
Speaking at the H.C. Wainwright 28th Annual Global Investment Conference, Chief Executiv
Alnylam Pharmaceuticals (NASDAQ:ALNY) highlighted continued momentum for its AMVUTTRA treatment in transthyretin-mediated cardiomyopathy, while outlining a pipeline of upcoming clinical catalysts and discussing changes in the market that prompted a revision to its 2026 TTR franchise revenue outlook.
Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.
IDEXX Laboratories (NASDAQ:IDXX) executives highlighted the company’s diagnostic innovation pipeline, recurring-revenue growth and commercial investments during the Morgan Stanley Global Healthcare Conference, while reaffirming confidence in its long-term growth framework despite continued pressure
Natural gas midstream operators are powering AI data centers directly, and Enterprise Products, Energy Transfer and Williams are collecting long-term fees.
IDEXX Laboratories (NASDAQ:IDXX) executives reiterated the company’s long-term growth framework at the Morgan Stanley Global Healthcare Conference, citing demand for veterinary diagnostics, product innovation, commercial investments and recurring-revenue economics as key drivers.
Chief Executive Of
Analysts remain bullish on three stocks under $20: Nokia, Huntington Bancshares and CNH Industrial, each showing upside potential ahead of October earnings reports.
DICK'S Sporting Goods (NYSE:DKS) executives said demand for athletic footwear and apparel remains healthy despite slower sales of certain legacy sneaker styles, while the company works to reposition Foot Locker’s assortment and store base following its acquisition.
Executive Chairman Ed Stack said
Elon Musk is reportedly confident SpaceX will launch NVIDIA's AI chips into orbit by 2027, aiming to build satellite-based data centers, though major technical hurdles remain.
Regions Financial (NYSE:RF) said customer activity and credit trends remain constructive across its 15-state footprint, while the bank continues to invest in branches, bankers, technology and deposit infrastructure amid heightened competition in the Southeast, Texas and Midwest.
Chairman, President
NVIDIA CEO Jensen Huang calls cybersecurity a major growth market, as the company deepens AI security partnerships with CrowdStrike, Cisco, and Palantir, all of which show strong results and analyst optimism.
Prologis (NYSE:PLD) Chief Financial Officer Tim Arndt said the logistics real estate company continues to see improving leasing activity, rising occupancy and positive market rent growth as it moves through the third quarter.
Speaking at an investor event moderated by Sarah Cooper, Global Head of R
Crocs (NASDAQ:CROX) CFO Patraic Reagan said the footwear company is positioning itself to navigate shifting consumer preferences through product diversification, innovation and expanded marketing efforts across both the Crocs and HEYDUDE brands.
Speaking at Piper’s Consumer and Tech Conference with
Genuine Parts (NYSE:GPC) executives outlined leadership plans, operating priorities and separation preparations as the company moves toward creating standalone automotive and industrial businesses.
Chairman and Chief Executive Officer Will Stengel said the leadership selections were designed around
Sanofi (NASDAQ:SNY) is prioritizing continued growth in Specialty Care while preparing for the loss of exclusivity of Dupixent in the early part of the next decade, according to Manuela Buxo, the company’s executive vice president and head of Specialty Care.
Speaking at a Morgan Stanley fireside ch
Pacific Biosciences of California (NASDAQ:PACB) is maintaining its existing strategy while sharpening execution around clinical genomics, cost controls and the rollout of products designed to improve sequencing economics, Chief Executive Officer Mark Van Oene said during a Morgan Stanley discussion.
Centene (NYSE:CNC) reaffirmed its 2026 adjusted diluted earnings-per-share guidance of more than $4.80 at the Deutsche Bank Healthcare Summit, with Chief Executive Officer Sarah London saying the company’s performance through the first two months of the third quarter was in line with expectations.
Royal Bank Of Canada (NYSE:RY) Chief Financial Officer Katherine Gibson said the bank has made progress toward the strategic and financial objectives outlined at its Investor Day, citing growth across Canadian and global businesses, improved profitability and cost discipline.
Speaking at a Barclays
Rockwell Automation (NYSE:ROK) executives said customer sentiment remains broadly positive despite inflation, tariffs and trade-policy uncertainty, with manufacturers continuing to prioritize productivity, modernization and automation investments.
Speaking at Morgan Stanley’s 14th Annual Laguna Con
Incyte (NASDAQ:INCY) executives outlined a strategy centered on expanding its non-JAKAFI business, advancing a broader late-stage pipeline and preparing for the loss of exclusivity for JAKAFI after 2029.
Chief Executive Officer Bill Meury said the company’s pipeline has changed substantially over t
Alnylam Pharmaceuticals (NASDAQ:ALNY) outlined its strategy for advancing zilebesiran, an investigational RNA interference, or RNAi, therapy designed to provide sustained blood-pressure control with twice-yearly dosing for people with uncontrolled hypertension and elevated cardiovascular risk.
Duri
Brookfield Asset Management (NYSE:BAM) used its 2026 Investor Day to outline plans to double fee-bearing capital by 2031, supported by fundraising across flagship funds, complementary strategies, insurance capital and private wealth products. Management also emphasized the July acquisition of the re
Definium Therapeutics (NASDAQ:DFTX) reported positive top-line results from Panorama, its second Phase III study of DT120 ODT 100 mcgs in generalized anxiety disorder, or GAD. The company said the single-dose treatment met its primary endpoint and all key secondary endpoints, adding to positive pivo
Cardinal Health (NYSE:CAH) CEO Jason Hollar said the company expects fiscal 2027 to extend the broad operating momentum it generated in fiscal 2026, with all five operating segments positioned for what he described as a “constructive” period.
Speaking at the Morgan Stanley Global Healthcare Confere
Bank of New York Mellon (NYSE:BNY) Chief Financial Officer Dermot McDonogh said the company’s recent progress has been driven by expense discipline, a revamped commercial model and a cultural shift aimed at making the firm more ambitious and client-focused.
Speaking at an investor conference, McDon
Equinix (NASDAQ:EQIX) sees enterprise adoption of artificial intelligence accelerating demand for higher-density data center capacity, interconnection services and latency-sensitive infrastructure, executives said during a Barclays conference discussion.
Arquelle Shaw, Equinix’s President of the Am
Aris Bogdaneris, Group Head of Canadian Banking at Bank of Nova Scotia (NYSE:BNS), said the lender is seeing progress from a strategy centered on deepening primary customer relationships, diversifying revenue sources and maintaining pricing and cost discipline.
Speaking at a Barclays event, Bogdane
Axsome Therapeutics (NASDAQ:AXSM) executives said the company is seeing accelerating prescription growth for AUVELITY following its sales-force expansion and the recent launch of the drug in Alzheimer’s disease agitation, while management expects operating expenses to remain relatively stable in the
KeyCorp (NYSE:KEY) Chief Financial Officer Clark Khayat said the bank remains confident in its 2026 outlook as client activity, loan growth and credit quality have continued to perform constructively despite uncertainty around interest rates, tariffs and geopolitical developments.
Speaking at an in
Cardinal Health (NYSE:CAH) CEO Jason Hollar said the company’s fiscal 2026 performance was supported by double-digit earnings growth across each of its five operating segments, while fiscal 2027 guidance reflects continued growth from a more normalized base.
Speaking at a Baird event, Hollar said t
Ally Financial (NYSE:ALLY) Chief Financial Officer Russ Hutchinson said the company remains on track to meet the guidance it issued at the start of the year, citing improving profitability, customer growth across its core franchises and continued discipline on expenses, pricing and credit risk.
Spe
Lennar missed Q3 earnings estimates and hit a 52-week low as affordability pressures, high mortgage rates, and rising resale inventory weigh on it and rivals D.R. Horton and PulteGroup.
Keysight Technologies (NYSE:KEYS) executives said the company is seeing strong demand tied to artificial intelligence data-center buildouts, while preparing for future opportunities in 6G wireless, aerospace and defense, semiconductor testing and software-defined vehicles.
Speaking at a Truist inve
Dell, HP and Phillips 66 are rallying on AI server, AI-PC, and refining-margin catalysts, though all three now trade well above their consensus analyst price targets.
Motorola Solutions (NYSE:MSI) is focused on executing across its mission-critical networks, command center software and video security businesses while scaling its recently acquired Silvus Technologies and D-Fend Solutions operations, Chief Operating Officer Jack Molloy said at a Truist conference.
ServiceNow, UiPath, and Palo Alto Networks show real agentic AI traction through earnings growth, enterprise adoption, and partnerships, making their fundamentals worth watching amid market volatility.
Equinix (NASDAQ:EQIX) executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7 billion expected to be concentrated in established markets where it already operates interconnected digital ecosystems.
Speaking
