华尔街最受关注、且足以影响市场走势的分析师研报观点，现已汇总呈现。以下为《The Fly》整理 的、投资者需重点关注的当日最新研报动态。 五大评级上调个股 五大评级下调个股 来源：环球市场播报 1. 美敦力（MDT）：威廉・布莱尔证券将其评级从与大盘持平上调至跑赢大盘，未设定目标价。该 机构在 2026 年医疗科技行业展望报告中指出，美敦力今年有多项新品即将推出并逐步放量。 2. 赛亚物流（SAIA）：史蒂芬斯公司将其评级从持股观望上调至增持，目标价从 308 美元上调至 414 美元。该机构认为，市场对公司新货运枢纽的负面情绪已基本消化，当前业绩目标具备可实 现性。 3. 忠实航空（ALGT）：美国银行将其评级从跑输大盘上调至中性，目标价从 55 美元上调至 95 美 元。该机构表示，潜在的经济刺激政策将利好低成本航空公司；同时指出，忠实航空计划在 2026 年维持运力平稳，此举有助于推动票价上涨，而新增的波音 737 MAX 机型则可助力单位成本管 控。 4. 史赛克（SYK）：雷蒙德・詹姆斯公司将其评级从与大盘持平上调至跑赢大盘，目标价定为 418 美元。该机构称，史赛克当前的估值水平已具备较高的配置吸 ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) in the third quarter, compared to a 10.5% return for the Russell 1000 Growth Index and an 8.1% return for the S&P 500 Index. SGA’s investment objective is to invest in high-quality growth businesses expected to achieve consistent mid-teens earnings growth, acc ...

Company Performance - Intuit's stock closed at $662.42, reflecting a -1.11% change from the previous day, underperforming the S&P 500, which lost 0.74% [1] - Prior to the recent trading session, Intuit's shares had increased by 5.39%, outperforming the Computer and Technology sector's gain of 0.14% and the S&P 500's gain of 0.79% [1] Upcoming Earnings - Intuit's upcoming earnings release is highly anticipated, with projected earnings per share (EPS) of $3.65, indicating a 9.94% increase year-over-year [2] - Revenue is expected to reach $4.53 billion, reflecting a 14.23% growth compared to the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $23.1 per share and revenue at $21.12 billion, representing increases of +14.64% and +12.16% respectively from the prior year [3] - Recent revisions to analyst forecasts for Intuit are important, as positive estimate revisions can signal a favorable business outlook [3] Valuation Metrics - Intuit has a Forward P/E ratio of 29, which is higher than the industry average of 23.86, suggesting that Intuit is trading at a premium [6] - The company has a PEG ratio of 2.04, compared to the industry average PEG ratio of 1.95, indicating a higher valuation relative to expected earnings growth [7] Industry Ranking - The Computer - Software industry, to which Intuit belongs, ranks in the top 34% of all industries, with a current Zacks Industry Rank of 82 [7] - The Zacks Rank system, which evaluates stocks based on estimate changes, indicates that Intuit currently holds a Zacks Rank of 3 (Hold) [5]

Core Insights - Intuit Inc. has entered a multi-year agreement with Circle Internet Group to integrate stablecoin features into its platforms, including Credit Karma, QuickBooks, and TurboTax, aiming for faster, cheaper, and safer international money transfers [1][2] - The partnership is expected to enable programmable, 24/7 financial transactions and create new use cases for payments, savings, remittances, and refunds that traditional payment systems cannot support [2] - BMO Capital has lowered its price target for Intuit from $870 to $810 while maintaining an Outperform rating, citing solid fiscal 2026 results driven by Credit Karma and QuickBooks Online, with a better accounting mix due to growth in payment solutions [3] Company Overview - Intuit Inc. provides online marketing platform Mailchimp and accounting software QuickBooks, targeting small and midsize businesses [4]

In this article, we will discuss: Growth Stock Portfolio: 12 Stock Picks By Ken Fisher.According to Ken Fisher, concerns about a technology and artificial intelligence bubble are prevalent, but they do not match the traits of a real market bubble. The founder and executive chair of Fisher Investments gave an interview to Richard Austin Quest on Quest Means Business on CNN (November 21, 2025). He stated that very few people would believe it to be a tech and AI bubble. He pointed out that the majority would s ...

Sling Money, a digital currency payment app developed by Avian Labs, has received regulatory approval in the United Kingdom to offer crypto-related services. This license comes at a time when stablecoin payments are gaining more popularity globally. Sling Money Joins Other Regulated Crypto Firms in the UK The UK Financial Conduct Authority (FCA) granted Avian Labs approval to operate as a crypto services provider in the region. Before now, the company had secured a license under the European Union’s Mark ...

Good morning. Intuit is entering a multi-year strategic partnership with Circle Internet Group to integrate Circle’s USDC stablecoin and infrastructure across the Intuit platform.“Our partnership with Circle is a strategic step toward building a world-class financial platform designed for an always-on, global economy,” Intuit CFO Sandeep Aujla told me about the partnership announced on Dec. 18. “By integrating stablecoins like USDC as a new ‘digital dollar’ rail for Intuit, we will help customers move money ...

Financial-software names have become favorite plays for investors chasing steady subscription cash and fresh payment revenue. Traders now reward platforms that turn routine transactions into sticky services and higher margins. Intuit (INTU) just took a bold step into that playbook by partnering with Circle (CRCL) to put USDC and Circle’s stablecoin infrastructure across its products. The deal could let QuickBooks, TurboTax, and Credit Karma move money faster, trim settlement costs, and open doors to new s ...

Partnerships & Integrations - Intuit 与 Circle 签署多年合作协议 [1] - Intuit 将在 TurboTax 和 QuickBooks 中整合 USDC 稳定币支付 [1] Payment Solutions - 集成 USDC 稳定币支付旨在实现更快、更低成本的支付流程 [1]

24/7 Wall St. Quick Read BILL.com processes $89B in quarterly payment volume with 72.6% of revenue from transaction fees tied to AI-enhanced automation. Only 5% of larger SMBs have fully automated AP and AR processes. BILL targets a 95% addressable market gap. BILL’s newer customer cohorts spend 40% more than earlier cohorts while the company maintains 83.8% gross margins. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize th ...