Core Viewpoint - Qualys, Inc. is identified as one of the best technology stocks at a 52-week low, with a revised price target of $140 from UBS analyst Roger Boyd, indicating a potential upside of 35.6% from current levels, which aligns with the median upside of 30.81% from 26 analysts covering the stock [1]. Financial Performance - For Q4 FY 2025, Qualys reported a revenue growth of 10%, totaling $175.3 million, with channel partners contributing 51% of total revenue and channel revenue increasing by 17% [2]. - International market revenue grew by 15%, surpassing the domestic market growth of 6%, and the company generated $74.9 million in free cash flows during the quarter [2]. - Adjusted EBITDA for the quarter was $82.6 million, with earnings of $1.87 per diluted share, while operating expenses rose by 11% to $68.9 million due to increased sales and marketing efforts [3]. Future Guidance - For FY 2026, Qualys projects revenue between $717 million and $725 million, reflecting a growth rate of 7% to 8%. For Q1 2026, revenue is estimated to be between $172.5 million and $174.5 million, indicating an 8% to 9% growth rate, with expected earnings ranging from $1.76 to $1.83 per share [4]. - The CFO, Joo Mi Kim, stated that the guidance assumes no significant change in the net dollar expansion rate, with moderate growth from new business in 2026 [5]. Company Overview - Qualys operates as a cloud-based platform provider, delivering security, IT, and compliance solutions both in the United States and internationally. The company was founded in 1999 and is headquartered in Foster City, California [5].

Core Viewpoint - Amazon.com, Inc. (NASDAQ:AMZN) is experiencing a decline in share price, with a 2.9% drop over the past year and a 7.2% drop year-to-date, leading to reduced price targets from analysts [2]. Financial Performance - Bernstein has lowered its price target for Amazon from $300 to $265 while maintaining an Outperform rating, citing high capital expenditures of $200 billion as a concern despite strong operating income and growth in Amazon Web Services (AWS) [2]. - Benchmark also reduced its price target from $295 to $275, keeping a Buy rating on the shares [2]. Market Sentiment - Jim Cramer highlighted a shift in sentiment regarding Amazon's free cash flow, noting that the company has gone negative in this area, which has affected perceptions of its financial health [2][5]. - Cramer expressed that while Amazon's spending may be perceived as excessive, there is a belief that some AI stocks may offer better investment opportunities with higher returns and lower risks [3].

Core Viewpoint - Amazon.com Inc. is recognized as a leading AI stock, with Morgan Stanley reiterating an "Overweight" rating and a price target of $300, highlighting its potential as a top idea and AI winner [1][8]. Group 1: AWS and Retail Performance - Amazon's AWS and Retail segments are identified as underappreciated winners in the Generative AI (GenAI) space, with AWS expected to grow over 30% in 2026 and 2027 due to a strong backlog and durable enterprise demand [2]. - The growth of AWS is somewhat constrained by data center capacity, making capital expenditures crucial for its acceleration [2]. Group 2: Agentic Commerce and AI Partnerships - Beyond cloud services, Amazon's Agentic Commerce is seen as a catalyst for growth, with expectations of expanding horizontal AI partnerships and enhancing vertical leadership through its AI-powered shopping assistant, Rufus [3]. Group 3: Valuation and Market Position - Amazon currently trades at approximately 19 times its 2027 GAAP EPS, reflecting about 20% forward EPS growth, which is a 40% discount compared to peers on a PEG basis [4]. - Despite uncertainties surrounding the GenAI narrative and questions about return on invested capital (ROIC) related to AI capital expenditures, the outlook remains bullish for Amazon as a significantly under-appreciated GenAI winner [4].

Core Viewpoint - CoreWeave, Inc. (NASDAQ:CRWV) is facing challenges ahead of its earnings report on February 26, as Morgan Stanley has reiterated its Equal Weight rating with a price target of $99, expressing caution regarding the stock [1][4]. Group 1: Company Performance and Risks - Analyst Keith Weiss has raised concerns about CoreWeave's ability to meet ambitious growth targets due to operational delays and recent legal complaints regarding service shortfalls, which have increased investor skepticism [2][4]. - Future rating improvements for CoreWeave will depend on scaling power capacity significantly, addressing data center delays, converting projects under construction into spending, and expanding the backlog and customer base [4][5]. Group 2: Contracts and Capacity Goals - CoreWeave has secured and expanded large contracts from demanding GenAI users, but to alleviate investor concerns, the company needs to exit the year with over 850 MW of active power, resolve prior data center delays, and outline a credible path to secure an additional 5 GW of capacity [5].

Core Viewpoint - Amazon's stock has been declining, down 12% over the past year, despite strong performance and significant investment in artificial intelligence (AI), creating potential buying opportunities for investors [1][8] Investment in AI - Amazon plans to invest $200 billion in AI this year, the highest among major competitors, with CEO Andy Jassy emphasizing the company's expertise in understanding demand signals and generating returns on invested capital [3] - The company's cloud division, Amazon Web Services (AWS), has a run rate of $142 billion, with a 24% year-over-year sales increase in the fourth quarter, marking the highest growth rate in years [3][6] Market Position and Growth - Amazon is transitioning clients from on-premises solutions to cloud services, positioning itself to capitalize on this shift [4] - The company continues to lead in e-commerce, launching services like Amazon Now for rapid delivery, which has significantly increased shopping frequency among Prime members in markets like India [6] Advertising and Future Growth - The advertising segment is experiencing high growth, with a 22% year-over-year sales increase in the fourth quarter, and Prime Video ads attracting 315 million viewers [7] - Amazon is also advancing in its satellite business and other areas, providing additional avenues for future growth [7] Market Sentiment - Despite current market challenges, Wall Street analysts largely view Amazon as a buy, with a consensus target suggesting a potential 42% gain over the next 12 to 19 months, and one analyst predicting a 79% increase [1][8]

Core Viewpoint - Investors are shifting their focus from technology and large-cap stocks to sectors benefiting from AI-driven investments, leading to a rotation in market dynamics [1][2]. Sector Performance - Technology (XLK) and Consumer Discretionary (XLY) sectors remain negative year-to-date, while Financials (XLF) also show a decline [1]. - Energy stocks (XLE) have increased by 22% since the beginning of the year, driven by rising oil prices and demand, with Chevron (CVX) and ExxonMobil (XOM) shares up 20% and 22% respectively [2]. - Materials (XLB) and Industrial stocks (XLI) have risen by 15% and 14% respectively, attributed to AI infrastructure buildouts and reshoring trends [3]. - Defensive sectors like Consumer Staples (XLP) are gaining traction, with Walmart (WMT) reaching an all-time high [3]. Market Dynamics - The current market rotation is intensified by volatility, with portfolio rebalancing occurring as investors move from overvalued sectors to more stable areas [4]. - The Tech-Software Sector ETF (IGV) has seen a decline of 23% year-to-date due to fears surrounding AI's impact on traditional enterprise software roles [5]. - Cybersecurity firms have also faced declines, with shares of CrowdStrike (CRWD), Zscaler (ZS), and Cloudflare (NET) dropping significantly following new AI security tool announcements [6]. Economic Outlook - Profit growth and potential interest rate cuts by the Federal Reserve are expected to support a broadening stock market, with predictions of two to three rate cuts in 2026 [7]. - UBS strategists anticipate healthy profit growth across sectors, supported by a resilient US economy and ongoing easing cycles [7].

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best Stocks to Buy in 2026 According to Reddit. Analysts Maintain Buy on Amazon (AMZN) Despite 18% Share Depreciation As of February 19, 2026, CNN data showed that 92% of the 72 analysts following Amazon.com, Inc. (NASDAQ:AMZN) have given the stock a Buy rating, with a 1-year median upside potential of 39.17%. The rating remains despite the company having experienced an 18% share depreciation between February 2 and February 13, 2026, marking one of the lon ...

Core Viewpoint - Nvidia is expected to experience stronger-than-anticipated growth this year due to Meta Platforms' significant investment in AI infrastructure [1]. Group 1: Meta Platforms' Investment - Meta Platforms plans to increase its capital spending to a range of $115 billion to $135 billion by 2026, up from $72.2 billion last year [2]. - The increased capital investment will support Meta's Superintelligence Labs division and core business operations [3]. Group 2: Partnership with Nvidia - Meta and Nvidia have entered a "multiyear, multigenerational strategic partnership" to build AI infrastructure, deploying Nvidia's Grace CPUs, millions of Blackwell and Rubin GPUs, and Ethernet switches in its data centers [5]. - Meta will utilize Nvidia's Vera Rubin data center chips to enhance its personal superintelligence platform, which can significantly reduce AI inference costs and the number of GPUs needed for training [7]. Group 3: Growth Projections for Nvidia - Analysts forecast a 53% increase in Nvidia's revenue in fiscal 2027 to $327 billion, with earnings expected to jump by 65% this year to $7.75 per share [10]. - Nvidia's stock price could potentially rise to $247, suggesting a 32% gain, based on a projected earnings multiple of 32 times [10][11].

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure. The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed significant construction delays at its data centers, despite assurances of being able to capitalize on unprecedented demand [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after Core Scientific failed to secure enough shareholder votes for the merger, leading to the termination of the agreement [6]. - Following a revenue guidance cut on November 10, 2025, due to delays from a third-party developer, CoreWeave's stock fell by $17.22 (over 16%) [7]. - Additional delays reported on December 15, 2025, regarding a major data center in Texas led to a further stock decline of $2.85 (over 3%) [8].

Core Viewpoint - Amazon.com Inc. is facing challenges due to a significant decline in free cash flow, primarily driven by increased capital expenditures related to artificial intelligence and cloud expansion, making it a difficult investment choice [1][2]. Financial Performance - Amazon's free cash flow is projected to decline sharply through 2025 and into early 2026, with specific quarterly figures indicating a drop from $25.9 billion in Q1 2025 to $11.2 billion in Q4 2025 [2]. - The company plans to increase capital expenditures to approximately $200 billion in 2026, representing a $70 billion year-over-year increase [2]. Market Position and Strategy - Jim Cramer has shifted his perspective on Amazon, previously defending it during a selloff, but now acknowledges that it has transitioned from being perceived as cheap to expensive for many investors [4]. - Cramer has identified Alphabet Inc. as a more attractive investment within the mega-cap tech sector due to its aggressive AI infrastructure initiatives [4]. Investment Metrics - Amazon's Benzinga Edge scorecard indicates a weak value score of 58.94, suggesting the stock is trading at a premium compared to peers [6]. - The company has a strong quality score of 71.7, reflecting robust financial health and profitability [6]. - However, Amazon's momentum score is weak at 14.69, indicating underperformance relative to the broader market [6].