Core Viewpoint - Tesla, Inc. shares are experiencing a rebound after a significant selloff of nearly 15%, attributed to the ongoing conflict between CEO Elon Musk and President Donald Trump, with analysts suggesting the selloff may have been overdone [1][8]. Price Movement and Support Levels - The shares found support around $290, which was previously a resistance level, indicating a potential reversal in price trend [2][5]. - Many investors who sold shares around $290 in earlier months regretted their decision as the stock broke through this resistance and moved higher in early May [4][8]. Market Behavior and Trading Dynamics - The recent drop to the $290 price point attracted remorseful sellers who re-entered the market as buyers, converting the previous resistance into a support level [5][6]. - Anticipation of a rally often follows the establishment of a support level, with traders expecting Tesla's stock to rise as buyers begin to outbid each other [6][7].

Core Viewpoint - Bank of America Securities analyst Shaun C. Kelley maintains a Neutral rating on Vail Resorts, Inc. with a price target of $175, following the company's third-quarter performance which showed revenue of $1.29 billion, slightly below the $1.3 billion estimate, while earnings per share were $10.54, exceeding the $10.12 estimate [1][2]. Financial Performance - Vail Resorts reported third-quarter revenue of $1.29 billion, missing estimates of $1.3 billion [1]. - The company achieved earnings of $10.54 per share, surpassing estimates of $10.12 per share [1]. Strategic Insights - Kelley suggests that the full impact of Vail Resorts' new strategy will be clearer in FY27 rather than FY26, due to the time required for pricing adjustments and filling the Chief Marketing Officer role [2]. - The company has raised prices by 7% across its pass offerings, indicating a shift towards lower-priced products among customers, although demand for day passes remains healthy [4][5]. Capital Allocation and Growth - The dividend appears stable for now, but future growth will depend on significantly higher cash flows, with no major shifts in M&A plans expected in the near term [3]. - For FY26, key drivers for EBITDA include $33 million in net resource efficiency gains, $9 million from cycling past one-time CEO transition costs, $7 million from favorable foreign exchange, and approximately $10 million from improvements at Park City, contributing to an estimated $900 million EBITDA for FY26 [6]. Market Reaction - Vail Resorts shares are trading lower by 3.89% to $148.97 as of the last check [6].

Group 1 - Bank of America Securities analyst Mihir Bhatia reiterated the Underperform rating on SoFi Technologies, Inc. with a price forecast of $13 [1] - SoFi has approximately 11 million members and over 15 million products, showcasing its expanding reach [1] - The Financial Services products—Money, Relay, and Invest—are broad-entry tools that attract users to SoFi's platform [1] Group 2 - SoFi leverages its Financial Services Productivity Loop to cross-sell offerings, particularly in the Lending segment [2] - The Loan Platform has been identified as a major growth driver, with SoFi originating loans in a capital-light manner [2] Group 3 - In the first quarter FY25, SoFi originated $1.6 billion in third-party loans, with an 84% year-over-year growth, indicating strong momentum [3] - Continued growth is expected, especially if credit standards ease [3] Group 4 - SoFi sees its Invest product as a major driver of Financial Services growth in 2025, potentially becoming a standout offering [4] - The company has added features like a robo-advisor and funds, focusing on monetization and asset expansion [4] Group 5 - These efforts are expected to support both revenue and contribution profit growth in 2025 and beyond [5] - SOFI shares are trading higher by 2.01% to $13.98 [5]

Key Takeaways ACN shares are down 11.5% in six months, mirroring broader industry weakness amid macro headwinds. Accenture booked $3B in GenAI deals in FY24, with strong managed services growth in FY25. Disciplined acquisitions and key AI partnerships help ACN expand capabilities despite integration risks.With Accenture (ACN) stock slipping 11.5% in the past six months, you may question whether this pullback presents a buying opportunity. To assess this, we evaluate the company's standing within the broad ...

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Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I first wrote about Prudential Financial, Inc. (NYSE: PRU ) in June 2023 , updating my coverage in November 2023 with the same "Buy" rating, arguing that after the firm showed its strong operational recovery (for the nine monthsDaniel Sereda is chief investment anal ...

Key Takeaways:L3Harris Technologies Inc. (NYSE: LHX) trades at lower valuation multiples despite delivering steady contract growth and strong positioning in modern defense segments.Behind the scenes, LHX is building strength in areas the market increasingly cares about: space tech, secure communications, and classified defense systems.With a growing backlog and steady cash flow, it's the kind of stock that quietly builds momentum, until the market eventually catches up.A Quiet Climb in a Defensive SectorDef ...

Markets hate uncertainty, which has been the norm in 2025. Tariffs, interest rates, and inflation are driving analysts’ expectations. However, that can become an opportunity for nimble investors with some cash on the sidelines. With earnings season wrapping up, some analysts have discovered they were too bearish on a company. That causes them to upgrade the stock, which usually comes with a higher price target. But some analysts don’t stop with one upgrade. They sometimes upgrade a stock by two rating level ...

Key Takeaways SentinelOne is currently better positioned than FTNT to deliver stronger AI security platform growth in 2025. S' Purple AI, Athena and Unified Cloud Suite are driving adoption, deal size and workflow automation. FTNT's growth faces headwinds from macro uncertainty and cautious sales forecasts despite strong SecOps tools.SentinelOne (S) and Fortinet (FTNT) are two well-known names in the cybersecurity space, each offering a wide range of tools to protect businesses from growing digital threat ...

In a gold rush, the best way to profit is to sell shovels and dig. Similarly, in a bull market, retail brokerage firms are expected to benefit from increased trading volumes, higher asset inflows, and a rise in accountA long-term investor passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risk. I invest in high-quality, wide-moat companies that generate strong cash flow and trade at a fair price relative to their value. My research interests c ...