Stocks news summaries — Page 12
Essential facts and source links for recent stocks stories.
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Motley Fool contributor predicts Adobe shares topping $350 before 2030
Motley Fool contributor Daniel Sparks predicts Adobe shares could top $350 before 2030, about 45% above the roughly $241 price cited. His case assumes subscription revenue grows near 10% a year, operating margins hold and buybacks continue; slower growth is the key risk. -
OSI Systems secures about $90 million in US government radio-equipment contracts
OSI Systems secured about $90 million in US government contracts for radio equipment. Fiscal 2026 results showed a record $1.9 billion backlog and $1.79 billion in revenue; fourth-quarter revenue fell 4% year over year to $484.1 million as Middle East conflicts delayed shipments. -
Kadant plans staged CEO succession from Powell to Colwell
Kadant announced that 13-year veteran Michael C. Colwell will become president and COO on Oct. 1, then CEO on Jan. 2, 2027, succeeding Jeffrey L. Powell. Powell will remain CEO until then and is to serve as executive chairman through Jan. 1, 2028. -
Tekion costs test Asbury Automotive’s 6.39 forward P/E
Asbury Automotive’s second-quarter net income fell 25% year over year to $115 million, while used-vehicle gross profit per unit rose 16% to $2,002. At 6.39 times forward earnings on Sept. 24, its valuation case depends on whether the Tekion rollout eases cost pressure. -
Robinhood’s five-year stock outlook pairs growth potential with valuation risk
At 15% a year, Robinhood could reach $10 billion in revenue in five years; if its price-to-sales ratio drops from 23 to 11, its market value would stay at today’s level, The Motley Fool’s Jennifer Saibil says. Q2 revenue rose 32% year over year as crypto trading slowed. -
Ashland introduces Agrimer eco-disperse OD for crop-protection products
Ashland introduced Agrimer eco-disperse OD on Sept. 22, a vegetable-oil dispersant for non-aqueous crop-protection formulations. Ashland says its patented, microplastic-free formula is designed to stabilize water-insoluble active ingredients and improve spray coverage. -
Motley Fool comparison favors VXUS for broader international exposure
A Motley Fool comparison favors Vanguard Total International Stock ETF (VXUS) over Vanguard FTSE Emerging Markets ETF (VWO), citing broader market exposure and lower costs; as of Sept. 18, 2026, VXUS returned 20.1% over one year, versus 13.7% for VWO. -
Costco identifies six leading online categories as digital comps rise 19.5%
Costco’s digital comparable sales rose 19.5% in fiscal 2026’s fourth quarter, or 19.8% excluding foreign-exchange effects. Its six leading online categories were pharmacy, home furnishings, small electronics, hardware, housewares and home textiles. -
Costco Q4 comparable sales grew 6.7%; Walmart’s adjusted Q2 gain was 3.4%
Costco's fourth-quarter comparable sales rose 6.7% excluding fuel and foreign-exchange effects, compared with Walmart's second-quarter 3.4% growth after adjusting for federal drug-price rules. Costco revenue increased 11.1% to $95.7 billion, above estimates. -
Four ETFs a Motley Fool writer would consider after a possible 2026 downturn
Motley Fool writer lists SPYG (S&P 500 growth), SOXX (semiconductors), SCHD (dividends) and VT (global stocks) as possible buys after a downturn. A 2026 crash is uncertain; the S&P 500’s Shiller CAPE is 41.6, near its 44.2 record. -
Insider Monkey favors HPE over Dell as a risk-adjusted AI investment
Insider Monkey favors HPE over Dell for risk-adjusted AI exposure: HPE trades at about 14 times forward earnings versus Dell near 20, while Dell’s $95 billion AI-server backlog must convert into cash amid working-capital and margin risks. -
Insider Monkey favors Meta over Alphabet in AI-ad stock comparison
Insider Monkey favors Meta over Alphabet as the stronger AI-advertising stock pick: Meta trades near 23 times forward earnings versus Alphabet’s 25 and posted 28% second-quarter revenue growth versus Alphabet’s 24%; its edge depends on containing spending. -
Signet’s 20% jump leaves analysts divided on whether earnings gains can last
Signet shares rose about 20% after Q2 fiscal 2027 adjusted EPS of $2.19 beat the $1.74 estimate; it raised full-year adjusted EPS guidance to $10.45–$12.15. Analysts are split over whether gains can last after temporary benefits fade. -
Insider Monkey favors HPE over Super Micro for risk-adjusted AI exposure
Insider Monkey favors HPE on a risk-adjusted basis, despite its higher forward P/E: about 14, versus below 10 for Supermicro. It cites HPE’s improving profitability and broader business, but flags Supermicro’s 10.8% full-year gross margin and an adverse audit opinion. -
Current cash flow gives Broadcom an edge over Marvell, analysis says
Insider Monkey’s analysis favors Broadcom over Marvell on risk-adjusted value: Broadcom trades at about 20.5 times forward earnings, versus 47.8 times for Marvell, whose upside relies on custom-chip programs scaling in later fiscal years. -
Analysis favors Cisco's lower multiple over Arista's faster growth
Arista reported 37.7% second-quarter revenue growth but trades at 43.8 times forward earnings, against Cisco's 20.7. Insider Monkey's analysis favors Cisco's risk-adjusted setup, citing accelerating AI revenue and the lower valuation. -
Motley Fool favors McDonald’s over Nike for an October stock pick
Motley Fool favors McDonald’s over Nike as an October pick: as of Sept. 24, the Dow was up 7% this year, while Nike was down 44% and McDonald’s 22%. It cites McDonald’s turnaround potential and value; Nike’s Win Now strategy has yet to deliver significant results. -
Insider Monkey sees Nvidia as a stronger risk-adjusted choice than AMD
Insider Monkey favors Nvidia over AMD on risk-adjusted value: a common S&P Global measure updated Sept. 24 put their forward earnings multiples at 18.7x and 55.6x, respectively. It says AMD’s premium requires sustained share gains and margin expansion. -
Insider Monkey sees Palo Alto Networks as better value than CrowdStrike
Insider Monkey’s comparison favors Palo Alto Networks for risk-adjusted value, citing 34% fiscal fourth-quarter revenue growth and a roughly 78-times free-cash-flow multiple, versus CrowdStrike’s 26% fiscal second-quarter growth and roughly 167-times multiple. -
UBS analyst reaffirms $1,625 Micron target before earnings
UBS analyst Timothy Arcuri reaffirmed his Buy rating and $1,625 price target for Micron ahead of its Sept. 30 fourth-quarter report. He says the stock could reach that level within a year if results stay strong and the memory market remains tight. -
A Motley Fool writer slightly favors VTI over VOO for long-term portfolios
Motley Fool writer slightly favors Vanguard Total Stock Market ETF (VTI) over Vanguard S&P 500 ETF (VOO) for a long-term portfolio: VTI invests in over 3,500 U.S. stocks, including small- and mid-caps; VOO tracks 500 large companies. Both have 0.03% expense ratios. -
Bank of America sees 45% upside for Micron ahead of Sept. 30 report
Bank of America analyst Vivek Arya reaffirmed a Buy rating on Micron and a $1,550 price target, about 45% above its Sept. 23 close, ahead of its Sept. 30 results; BofA says the bull case depends on gross margins staying near mid-80%. -
S&P 500 could finish 2027 above 9,000 without a richer valuation
A Motley Fool analysis predicts the S&P 500 will finish 2027 above 9,000, about 16% above its Sept. 22 close of 7,764.64. The target would require expected earnings to rise 16%–18% over five quarters, with the valuation multiple unchanged. -
SEC filing details Nova CTO Shay Wolfing's $1.4 million sale of 3,864 shares
Nova Ltd. CTO Shay Wolfing reported selling 3,864 ordinary shares on Sept. 21, 2026, for about $1.4 million, according to an SEC Form 4 filing. The sale was 15% of his directly held shares before the transaction; he retained 21,409 directly held shares. -
JPMorgan says Meta’s Muse could be most-used consumer AI app since ChatGPT
JPMorgan says Meta’s Muse could become the most-used consumer AI app since ChatGPT after reaching No. 1 on Apple’s U.S. App Store. The bank kept its Overweight rating and $820 target; Benzinga reported about 2.5 million U.S. downloads in its first 12 days. -
DoorDash agrees to record $131.5 million NYC worker-pay settlement
DoorDash agreed to a $131.5 million New York City settlement over alleged delivery-worker pay violations. More than $115 million goes to workers, with over 260,000 expected to receive compensation; more than $16 million covers penalties and costs.
