Youtube·2025-12-11 15:15Synopsis - Synopsis reported adjusted EPS of 290, beating the expected 278, with revenue of 2.4 billion, slightly above the anticipated 2.24 billion [2][4] - The company achieved record full-year performance with fiscal 2025 revenue reaching 7.1 billion, a 15% increase from fiscal 2024 [4] - The backlog stood at 11.4 billion, and the CFO anticipates another revenue record in 2026 [4] - The ANCIS acquisition contributed 2.9 billion in revenue, impacting Q4 results [5] - Analysts are optimistic, with Morgan Stanley raising its price target to 550 from 510, Bank of America upgrading to a buy with a target of 560, and JP Morgan Chase increasing its target to 650 [6][7] Alphabet (Google) - Alphabet has been a strong performer in the MAG 7, with Piper Sandler reiterating an overweight rating and raising the price target from 330 to 365 [8][9] - The increase reflects stronger fundamentals and improved ad buyer sentiment, with Google search gaining digital ad budget share for the first time in three years [9][10] - The latest iteration of Gemini is performing well, and both Performance Max and Gemini are driving incremental revenue and enhancing advertiser insights [11][12] Eli Lilly - Eli Lilly reported positive trial results for its next-generation weight loss drug, showing patients lost about 25% of their weight over 68 weeks [14][15] - The drug targets conditions linked to obesity, reinforcing Eli Lilly's position in a market projected to reach 100 billion by 2030 [15] - Eli Lilly has been outperforming competitors like Novartis in the obesity treatment sector [16]