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Glenmark and Cosmo get European approval for Winlevi acne treatment across 15 countries
BusinessLine· 2025-11-18 09:49
Glenmark Pharmaceuticals Ltd and Ireland's Cosmo Pharmaceuticals N.V. on Tuesday announced that the European Commission (EC) has granted marketing authorisation for Winlevi (clascoterone 10 mg/g cream) used in treatment of acne vulgaris in 15 countries in Europe. The marketing authorisation by EC follows the positive opinion issued by the European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) on August 25, 2025, Glenmark Pharmaceuticals Ltd said in a regulatory filing. "The appro ...
CoreWeave's Post-Earnings Pullback - A Golden Opportunity For Aggressive Growth Investors
Seeking Alpha· 2025-11-18 09:47
Core Points - CoreWeave's stock experienced a significant decline of 16.30% on November 10, 2025, following a negative market reaction to its third-quarter 2025 earnings report [1] - The primary reason for the stock drop was the company's management lowering its full-year 2025 revenue guidance [1] Financial Performance - The earnings report indicated a disappointing performance, leading to a reassessment of revenue expectations for the year [1]
Is Western Digital (WDC) One of the Best Aggressive Growth Stocks to Buy?
Yahoo Finance· 2025-11-18 09:46
Core Insights - Western Digital Corporation (NASDAQ:WDC) is recognized as one of the 15 Best Aggressive Growth Stocks to Buy currently [1] - Loop Capital raised its price target for Western Digital from $190 to $250 while maintaining a Buy rating [1] - UBS also increased its price target from $135 to $145 after a solid fiscal first quarter 2026 report, but kept a Neutral rating [2][3] Company Performance - Loop Capital anticipates a growth in demand for hard disk drive capacity in 2025, with an expected increase in selling prices for higher capacity drives [2] - UBS described Western Digital's fiscal first quarter 2026 results as "solidly better," attributing this to strong demand, steady prices, and controlled supply, which improved margins [2][3] - UBS raised its EPS estimates for 2026 and 2027 from $7.74/$7.05 to $8.17/$7.45 [3] Industry Trends - The industry is hesitant to add more unit capacity, leading customers to prefer high-capacity enterprise SSDs (eSSDs) [3] - This trend is expected to continue as customers adapt to using eSSDs for nearline capacity [3]
What Analysts Are Saying About Marvell (MRVL)
Yahoo Finance· 2025-11-18 09:46
Core Viewpoint - Marvell Technology, Inc. is recognized as one of the best aggressive growth stocks, with mixed analyst ratings and significant market potential in the data center sector [1][2][4]. Group 1: Analyst Ratings - JPMorgan reaffirmed a Buy rating for Marvell Technology, setting a price target of $120 ahead of the Q3 fiscal year 2026 results, scheduled for December 2 [1]. - Conversely, Barclays downgraded Marvell from Overweight to Equalweight, maintaining a price target of $80, citing concerns over the company's ability to meet data center targets for the upcoming year [2]. Group 2: Market Potential - Marvell aims to increase its share of the data center market from 13% of a $33 billion total addressable market in 2024 to 20% of a $94 billion total addressable market by 2028 [3]. - Despite its ambitions, Barclays described Marvell as "one of the biggest battleground stocks," indicating uncertainty about its future compared to other AI companies [4]. Group 3: Competitive Landscape - Barclays expressed concerns about competition, noting that a significant portion of AI XPU is likely going to Broadcom, which could impact Marvell's market share in its core optical business [5]. - The company develops semiconductors and related technology for various applications, including AI, data centers, compute, networking, and storage infrastructure [6].
DA Davidson and Cantor Fitzgerald Raise Palantir (PLTR) Price Targets
Yahoo Finance· 2025-11-18 09:46
Core Insights - Palantir Technologies Inc. is recognized as one of the 15 Best Aggressive Growth Stocks to Buy Right Now, with a recent price target increase from DA Davidson from $170 to $215 while maintaining a Neutral rating [1] - The company reported an "outstanding quarter" with accelerating revenue growth, attributed to a significant increase in US demand for AI solutions [1] - Cantor Fitzgerald also raised its price target from $155 to $198, citing revenue that exceeded market expectations and the midpoint of the company's guidance [3] Company Positioning - Palantir is well-positioned to assist customers in effectively deploying AI through its Ontology platform, being described as "the best story in all of software" by DA Davidson [2] - The company specializes in big data analytics and AI platforms, serving key government and commercial enterprises [5] Valuation Concerns - Despite the positive outlook, both DA Davidson and Cantor Fitzgerald maintained a Neutral rating due to valuation concerns, with Palantir's stock trading at approximately five times higher than the median of the firm's infrastructure software coverage [2][4]
Amphenol (APH) Closes $1 Billion Acquisition of Trexon
Yahoo Finance· 2025-11-18 09:46
Core Insights - Amphenol Corporation has completed the acquisition of Trexon for approximately $1 billion in cash, positioning itself as one of the best aggressive growth stocks to buy currently [1][3] Group 1: Acquisition Details - The acquisition of Trexon, which specializes in high-reliability interconnect and cable assemblies primarily for the defense industry, is expected to enhance Amphenol's offerings in the Harsh Environment Solutions segment [2][3] - Trexon is projected to generate sales of around $290 million and achieve EBITDA margins of approximately 26% by 2025 [2] Group 2: Strategic Implications - The integration of Trexon's high-reliability cable assembly products with Amphenol's advanced interconnect solutions is anticipated to bolster technology solutions for customers in the defense market [4] - The acquisition is expected to be accretive to Amphenol's earnings per share in the first year following the closing [3] Group 3: Company Overview - Amphenol Corporation is a leading global entity engaged in the design, manufacturing, and marketing of various electrical, electronic, and fiber optic connectors, interconnect systems, antennas, sensors, and specialty cables [5]
Cantor Fitzgerald and Keefe, Bruyette & Woods Raise Robinhood (HOOD) Price Targets
Yahoo Finance· 2025-11-18 09:45
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the 15 Best Aggressive Growth Stocks to Buy Right Now. On November 6, Cantor Fitzgerald increased its price target on Robinhood Markets, Inc. (NASDAQ:HOOD) from $130 to $155 and kept an Overweight rating. This decision came after the company reported Q3 2025 results. Robinhood Markets, Inc. (NASDAQ:HOOD) reported revenue growth of 100% compared to the previous year. The company also reported big increases in trading activity as volumes of equity and option t ...
Mizuho Lifts Coinbase (COIN) Price Target, Keeps Neutral Rating
Yahoo Finance· 2025-11-18 09:45
Coinbase Global, Inc. (NASDAQ:COIN) is one of the 15 Best Aggressive Growth Stocks to Buy Right Now. On November 3, Mizuho increased its price target on Coinbase Global, Inc. (NASDAQ:COIN) from $300 to $320 but kept a Neutral rating. This update came after the company shared solid results for its third quarter of 2025. Institutional trading revenue improved, supported by the acquisition of Deribit and merger integration. Mizuho Lifts Coinbase (COIN) Price Target, Keeps Neutral Rating Coinbase Global, In ...
Needham Keeps Buy Rating on Carvana (CVNA) After Q3 Results
Yahoo Finance· 2025-11-18 09:45
Carvana Co. (NYSE:CVNA) is one of the 15 Best Aggressive Growth Stocks to Buy Right Now. On October 30, Needham reiterated its Buy rating on Carvana Co. (NYSE:CVNA) with a price target of $500. This decision came after the company reported its Q3 2025 results. In Q3 2025, Carvana Co. (NYSE:CVNA) sold nearly 156,000 retail units, 44% higher than the same time last year. The company’s revenue grew 55% year-over-year to reach $5.65 billion. Both of these are all-time quarterly records. This performance was d ...
Analysts Raise Price Targets on Expand Energy (EXE) After Q3 Results
Yahoo Finance· 2025-11-18 09:45
Expand Energy Corporation (NASDAQ:EXE) is one of the 15 Best Aggressive Growth Stocks to Buy Right Now. On October 30, UBS increased its price target on Expand Energy Corporation (NASDAQ:EXE) from $131 to $132 and maintained a Buy rating. On the same day, UBS also raised its price target on Expand Energy Corporation (NASDAQ:EXE) from $135 to $136 and kept a Buy rating. These updates came after the company’s Q3 2025 results. Analysts Raise Price Targets on Expand Energy (EXE) After Q3 Results Investor in ...