Group 1: Company Performance and Analyst Ratings - Rubrik, Inc. reported second-quarter revenue of $309.86 million, a 51% year-over-year increase, surpassing the consensus estimate of $282.22 million, and had a loss of three cents per share, better than the expected loss of 34 cents per share [1] - Seagate Technology Holdings plc received an Outperform rating from Bernstein analyst Mark Newman with a price target of $250, but caution is advised due to its recent price run [2] - Cleveland-Cliffs Inc. was maintained with an Equal-Weight rating by Wells Fargo, with a price target raised from $10 to $11, while BofA Securities maintained a Neutral rating and increased the price target from $9.5 to $12.5 [3] - SAP SE was noted as a buy following a good quarter and the announcement of a revamped strategy for digital sovereignty and AI innovation, expanding its SAP Sovereign Cloud portfolio [4] Group 2: Stock Price Movements - Seagate shares increased by 1.1% to $213.36 [7] - Rubrik shares decreased by 1.5% to close at $73.89 [7] - Eagle Materials shares fell by 1.7% to settle at $230.02 [7] - Cleveland-Cliffs shares dropped by 3.7% to $11.29 [7] - SAP shares rose by 3.1% to close at $261.42 [7]

Group 1 - The company forecasted slower growth in the second half of the year, leading to a 7.5% decline in its stock price to $120.74 despite better-than-expected second-quarter results [1] - Following the forecast, five analysts raised their price targets, with J.P. Morgan Securities increasing its target from $120 to $130, while three analysts reduced their targets [1] - The 12-month consensus price target for the company is now $140.85, representing a 15.9% premium to current stock levels [2] Group 2 - The company's stock is currently trading at its lowest level since early May, down 7.5% year-to-date, and is below all daily moving averages between the 20- and 320-day trendlines [2] - Options trading activity for the company is significantly high, with 26,000 calls and 30,000 puts exchanged, indicating increased interest in the stock [3] - The most popular options include the weekly 8/8 125-strike put and the 117-strike put in the same series [3]

Core Viewpoint - Ollie's Bargain Outlet is set to release its first-quarter earnings results, with expectations of a slight decline in earnings per share and an increase in revenue compared to the previous year [1]. Financial Performance - The company is projected to report quarterly earnings at 71 cents per share, down from 73 cents per share in the same period last year [1]. - Quarterly revenue is expected to reach $565.75 million, an increase from $508.82 million a year earlier [1]. - In the fourth quarter, adjusted earnings per share were reported at $1.19, aligning with analyst consensus, while quarterly sales were $667.1 million, which was a 2.8% year-over-year increase but fell short of the consensus estimate of $674.5 million [2]. Analyst Ratings and Price Targets - Keybanc analyst Bradley Thomas maintained an Overweight rating and increased the price target from $125 to $135 [9]. - JP Morgan analyst Matthew Boss also maintained an Overweight rating, raising the price target from $135 to $137 [9]. - Piper Sandler analyst Peter Keith maintained an Overweight rating but reduced the price target from $126 to $124 [9]. - UBS analyst Mark Carden maintained a Neutral rating and raised the price target from $117 to $123 [9]. - Morgan Stanley analyst Simeon Gutman maintained an Equal-Weight rating and increased the price target from $108 to $118 [9].