The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Rothschild & Co Redburn upgraded Live Nation (LYV) to Buy from Neutral with a price target of $193, up from $166. The firm says Department of Justice's breakup argument is "losing its teeth" and that a settlement is "seemingly on the horizon."UBS upgraded Palantir (PLTR) to Buy from Neutral with an $180 price targ ...

If you're an investor looking to generate passive income from your portfolio, look no further than dividend stocks. These companies provide regular cash payouts, often quarterly, that can be a steady source of cash flow for investors. However, not all dividend stocks are created equally. Some companies prioritize high dividend yields, which may not be sustainable in the long run. Others focus on growing their annual dividend payment at a steady rate, providing investors with reliable cash flow no matter w ...

Core Insights - Block, led by Jack Dorsey, announced a significant workforce reduction of over 4,000 employees, nearly halving its workforce, in anticipation of increased efficiency from AI tools [2][3] - The company's shares surged 19.3% in premarket trading, marking the largest intraday gain since February 2022, following the announcement [1][2] Financial Performance - Block reported a 24% year-over-year growth in gross profits, reaching $2.87 billion, driven by a 33% increase in Cash App's gross profit to $1.83 billion [2] Industry Trends - Dorsey highlighted that "intelligence tools" are transforming company operations, allowing smaller teams to achieve more efficiency [3] - A study from MIT indicated that AI could potentially replace 11.7% of the U.S. labor market, equating to approximately $1.2 trillion in wages across various sectors [4] - Concerns about AI replacing jobs have been prevalent, with some companies already reducing their workforce due to AI advancements, such as Klarna, which cut its workforce by 40% [6]

Feb 27 (Reuters) - Target said on Friday it would sell only cereals made without certified synthetic colors by the end of ‌May, becoming the latest retailer to tighten standards amid a ‌crackdown on artificial dyes. The big-box retailer said it has worked closely with national and ​owned-brand partners to reformulate products where needed, and the decision applies to cereals sold both in-store and online. Packaged food makers such as PepsiCo, Campbell's and Conagra Brands had announced last year that t ...

Core Viewpoint - Quanta Services, Inc. will participate in two institutional investor conferences in March 2026, highlighting its commitment to engaging with investors and showcasing its industry leadership in infrastructure solutions [1]. Group 1: Conference Participation - Quanta Services will attend the Jefferies Power, Energy, Clean Energy, and Utilities Conference on March 3, 2026, in New York City, where CEO Duke Austin and CFO Jayshree Desai will meet with institutional investors [1]. - During the Jefferies conference, Austin and Desai will participate in a fireside chat hosted by analyst Julien Dumoulin-Smith, scheduled for 2:45 p.m. Eastern time, which will be broadcast live [1]. - The Daiwa Investment Conference in Tokyo will take place on March 2 and 3, 2026, where Kip Rupp, Vice President of Investor Relations, will also meet with institutional investors [1]. Group 2: Company Overview - Quanta Services is a leader in providing specialized infrastructure solutions across various industries, including utility, power generation, communications, and energy [1]. - The company offers a comprehensive range of services, including the design, installation, repair, and maintenance of energy and communications infrastructure [1]. - Quanta operates in the United States, Canada, Australia, and select international markets, possessing the manpower and expertise to handle projects of varying scopes [1].

Core Insights - Applied Optoelectronics (AAOI) shares surged 20-28% after a strong Q4 earnings report, beating EPS estimates by 90% due to robust datacenter demand [1] - The company guided Q1 revenue to be between $150 million and $165 million, indicating a sequential growth of approximately 17% at the midpoint [1] - Management indicated that demand will outpace production capacity through mid-2027, suggesting a multi-year constrained supply scenario [1] Financial Performance - Q4 revenue reached $134.27 million, exceeding the $132.22 million estimate, representing a year-over-year growth of 33.9% [1] - The company reported a loss of $0.01 per share, significantly better than the estimated loss of $0.1084, marking a 90% beat [1] - Datacenter revenue was $74.88 million, up 69.2% year-over-year, now accounting for over half of total quarterly revenue [1] Future Projections - AAOI finished 2025 with total annual revenue of $456 million, with potential monthly revenue reaching $378 million by mid-2027 if demand and production ramp up as expected [1] - This projection implies an annualized run rate exceeding $4.5 billion, approximately ten times the revenue reported for the entire year [1] - Management's guidance reflects confidence in scaling production and maintaining gross margins above 30% while increasing R&D spending, which rose 54.5% year-over-year to $25.8 million in Q4 [1] Market Reaction - The stock's significant price increase reflects market optimism regarding AAOI's growth potential and the shift from incremental growth to a potential category leap [1] - CEO Thompson Lin expressed confidence in the company's momentum entering 2026 and highlighted a $300 million investment for facility expansion in Texas [1] - The stock currently trades above the $50 analyst consensus price target, indicating a valuation premium driven by optimism but also associated risks [1]

Hayden Capital, an investment management firm, released its fourth-quarter 2025 investment letter. A copy of the letter can be downloaded here. 2025 proved how unpredictable markets can be in the short term. Markets displayed broad strength, highlighting their resilience. U.S. equities saw double-digit gains, while international markets performed even better. Remarkably, international stocks outpaced their U.S. counterparts for the first time since 2017. The firm had a productive 2025, especially as invest ...

Group 1 - The Value Lab focuses on long-only value investment strategies, aiming for a portfolio yield of approximately 4% by identifying mispriced international equities [1] - The Valkyrie Trading Society, a team of analysts, shares high conviction investment ideas that are downside limited and expected to yield non-correlated and outsized returns in the current economic environment [2] - The Value Lab provides members with real-time updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions [2]

Atacama Resources has acquired a full stake in the Atacama 3 mineral property, situated around 16km (10 miles) south of Kirkland Lake in Ontario, Canada. This site is located roughly 2.5 miles from the Macassa Mine, an operation managed by Agnico Eagle Mines, which has historically played a prominent role in gold production in the region. The Atacama 3 property lies within a structural corridor that includes significant fault systems in the district. Encompassing an area of 255 hectares, it comprises 1 ...

Cohen & Company Inc. ( COHN ) looks cheap at a forward P/E ratio of 5.8x. However, investors should consider the cyclicality of its Principal Investing and New Issue business segments. Cohen's sales are tied toBashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's deg ...