Articles by James Calloway
Adobe Rises Despite BofA's Underperform Rating Amid $25B Buyback
Adobe stock rises 4.5% despite BofA's Underperform rating. The $25B buyback plan, about 27% of market cap, provides a cushion as AI revenue remains small.
Student Loan Overhaul Shifts Risk to Servicers and Private Lenders
The end of the SAVE plan and Grad PLUS loans for new borrowers is reshaping student credit, pushing risks to servicers and opportunities to private lenders.
UiPath Shares Edge Higher as ARR Growth Hinges on H2 Performance
UiPath stock edged up in premarket trading after a 10.8% weekly gain. The company's fiscal 2027 outlook implies a slower ARR growth in Q2, with H2 needing to deliver stronger results.
SoFi's Ambiguous Outlook: Analyst Targets Diverge by Full Share Price
SoFi's analyst price targets span a $19 range, exceeding the stock price, as revenue estimates stay close to management's 2026 forecast ahead of July 29 Q2 earnings.
American Airlines Stock Wavers as Fuel Cost Relief Fuels EPS Debate
American Airlines shares slipped in premarket trading Tuesday, diverging from a rising airline index as the market focuses on whether lower fuel costs are already priced in.
IBM Stock Rally Narrows Gap to Analyst Target Amid BofA Optimism on Confluent
IBM shares surged 3.45% to $299.52, narrowing the gap to the consensus target. BofA raised its target to $330, citing growth from Confluent and free cash flow.
Cal-Maine Settlement Overshadowed by $1.4 Billion Price Surge
Cal-Maine Foods' $1.5M cash settlement and 30M egg donation represent less than 0.2% of fiscal 2025 sales, overshadowed by $1.4B in price-driven revenue growth.
Netflix Stock Dips as Q2 Revenue Beat Hinges on Slim Margin
Netflix shares slipped 1.7% on Monday as Q2 revenue consensus barely exceeds guidance, raising the stakes for the July 16 earnings report.
Alphabet's Cloud Backlog Surges Past $460 Billion, Capex Under Scrutiny
Alphabet's cloud backlog has surged past $460 billion, far exceeding its annualized cloud run-rate. The company's 2026 capex guide of $185 billion midpoint has investors closely watching capital spending conversion.


