We recently published 13 Stocks That Jim Cramer Discussed. Opendoor Technologies Inc. (NASDAQ:OPEN) is one of the stocks Jim Cramer recently discussed. Cramer discussed Opendoor Technologies Inc. (NASDAQ:OPEN) at the tail-end of this show. The shares have gained a whopping 561% year-to-date, primarily on the back of a massive 79% gain in September and a run that kicked off in mid-July. So, has Opendoor Technologies Inc. (NASDAQ:OPEN) solved world hunger or has it achieved quantum computing at scale? The a ...

We recently published 13 Stocks That Jim Cramer Discussed. JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks Jim Cramer recently discussed. With the S&P’s banking index having gained 5.4% over the past month to outpace the broader index’s 2.2% in gains, Cramer has started discussing bank stocks during his morning show. He believes JPMorgan Chase & Co. (NYSE:JPM)’s shares, like its peer Goldman Sachs’ stock, are trading at low multiples. In fact, Cramer has gone so far as to call JPMorgan Chase & Co. (N ...

We recently published 13 Stocks That Jim Cramer Discussed. The Goldman Sachs Group, Inc. (NYSE:GS) is one of the stocks Jim Cramer recently discussed. Like its mega-peer JPMorgan, Cramer also believes that The Goldman Sachs Group, Inc. (NYSE:GS)’s shares are undervalued. He holds this opinion despite the fact that the stock has gained 36% year-to-date. During his previous morning appearances, Cramer has commented on the reasons behind the share price surge. He believes that a growing number of deals, merge ...

Core Insights - RH's shares fell 5% after reporting second-quarter earnings that missed analyst expectations despite revenue growth [1] - Adjusted earnings were $2.93 per share, below the expected $3.18, while revenue increased by 8.4% to $899.2 million, falling short of the $906.58 million consensus [1] - Demand grew by 13.7% during the quarter [1] Financial Performance - Net income surged by 79%, and free cash flow reached $81 million [2] - Operating margin remained at 15.1%, while adjusted EBITDA margin improved to 20.6%, both up 340 basis points year-over-year [2] - The company revised its fiscal 2025 outlook, now expecting revenue growth of 9% to 11% and operating margins between 13% and 14% [2] - For the third quarter, revenue growth is anticipated in the range of 8% to 10% [2] Supply Chain and Tariff Impact - Management indicated that sourcing from China would decrease from 16% in the first quarter to 2% in the fourth quarter [3] - Recently imposed 50% tariffs on India are expected to impact 7% of the business [3]

Core Viewpoint - Argus downgraded J.M. Smucker from Buy to Hold due to ongoing struggles with volume growth and economic uncertainty impacting sales [1] Group 1: Financial Performance - J.M. Smucker is facing challenges with volume growth amid economic uncertainty, leading to price increases that are not sufficiently offsetting commodity inflation [1] - Rising green coffee prices and tariffs are exerting additional pressure on the company's margins [1] - Smucker shares are trading at 12 times projected FY27 EPS, which is lower than the peer average of 17, indicating a reasonable valuation under current inflationary conditions and weak coffee margins [3] Group 2: Strategic Initiatives - The divestiture of slower-growth pet food brands and the acquisition of Hostess Brands are seen as positive moves that could enhance cross-promotional efforts with Smucker's existing portfolio [2] - The company is expanding its Uncrustables brand into convenience stores as part of a revenue synergy strategy [2] Group 3: Future Outlook - Argus indicated that an upgrade could be considered if there are signs of sustainable margin and volume growth in the future [3]

Apple's new iPhone Air may be facing a setback in China. The tech giant launched its thinnest phone on Tuesday at its fall event. At 5.6 millimeters, the iPhone Air doesn't leave as much space for a SIM card and battery as the iPhone 17 models do. So, Apple ditched the SIM card slot and made the iPhone Air eSIM only.The move poses a problem for Apple in mainland China, where some carriers don't yet offer eSIM service. The South China Morning Post reported a change to Apple's website in the days following ...

SAN DIEGO, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of persons and entities that purchased or otherwise acquired Lantheus Holdings, Inc. (NASAQ: LNTH) securities between February 26, 2025 and August 5, 2025. Lantheus is a global company that develops, manufactures, sells, and distributes certain diagnostic and therapeutic products. The Company’s key Radiopharmaceutical Oncology product is Pylarify, a PET imaging agent used to assist in both ...

Group 1 - UBS reiterated its Buy rating and $42 price target on Box, Inc. following the company's BoxWorks event in San Francisco, where new generative AI products were unveiled [1] - The company introduced several new AI products including Box AI Search Agent, Research Agent, Extract, Automate, and enhancements to Box AI Studio, along with Box Shield Pro as an add-on product [1] - Most of the AI suite was bundled into the Enterprise Advanced package, which opens additional monetization opportunities for the company [1] Group 2 - Feedback on the AI portfolio was mixed, with some partners actively promoting the Enterprise Advanced package while several customers indicated they were holding off on upgrades due to budget constraints [2] - The SKU for the Enterprise Advanced package had been available for less than a year, making it too early to see meaningful impact on results [2]

SAN DIEGO, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of persons and entities that purchased or otherwise acquired Quantum Corporation (NASDAQ: QMCO) securities between November 15, 2024 and August 18, 2025. Quantum Corporation is a technology company focused on data management solutions. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The Allegations: Robbins LLP is Investigating Alle ...

Group 1 - UBS raised its price target on c3.ai to $17 from $16 while maintaining a Neutral rating due to ongoing uncertainty regarding growth trajectory and execution risks [1] - The firm expressed caution regarding FY27 revenue outcomes, with investor expectations ranging from flat growth to mid-20% expansion [1] - c3.ai's Q1 miss was attributed to execution issues on large deals rather than widespread weakness, but new leadership changes have introduced uncertainty [1] Group 2 - UBS noted that the FY26 revenue framework of $290 million to $300 million seemed conservative, but the lack of a finalized strategy under the new CEO could disrupt performance over several quarters [2] - The firm kept its FY26 revenue estimate unchanged at $299 million [2] - Visibility into the second half of FY26 and into FY27 remains limited, and despite negative investor positioning, UBS prefers to remain cautious until more clarity is available [2]