Evercore Inc - A

Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze

Trade Desk shares tumbled 22% after Q3 guidance pointed to a 12% sales decline and nearly halved adjusted EBITDA, raising concerns over pricing and execution.

Earnings yesterday

Honeywell Aerospace Stock Plunges 21% on Weak Guidance, Aftermarket Lag

Honeywell Aerospace shares fell 20.8% after the company slashed its 2026 organic sales growth forecast and reported aftermarket growth far below peers GE and RTX.

Earnings 2d ago

Dell's AI Backlog Hits $51.3B, But Margin Concerns Loom

Dell's AI backlog of $51.3B covers 117% of the revenue needed to hit FY27 targets, but concerns about margins and competition weigh on the stock.

Earnings 3d ago

Reddit Shares Plunge 21% as U.S. User Growth Stalls, International ARPU Lags

Reddit shares dropped 21% after Q2 results showed a U.S. user decline and a widening gap in ad revenue per user between domestic and international markets.

Earnings Jul 31

Fed Likely to Hold Rates in July, September Hike Still in Play

Traders see a 70.6% chance the Fed holds rates at 3.50%-3.75% in July, with a 29.4% probability of a hike, as oil prices jump and inflation cools.

Analysis Jul 29

Dell Shares Tumble on AI Revenue Concentration Fears

Dell shares dropped 10.1% after an Evercore estimate suggested three customers could account for 25% of total revenue, raising investor concerns about concentration risk in the AI-server segment.

Markets Jul 28

Thermo Fisher Stock Surges on Strong Instrument Profit Growth

Thermo Fisher shares rose roughly 10% after Q2 revenue beat estimates and the company boosted its profit outlook, driven by strong margin expansion in Analytical Instruments.

Earnings Jul 23

Sandisk shares tumble on CoreWeave hedge talk, contract risk

Sandisk shares fell 12.4% as CoreWeave explored hedging against memory price drops, raising questions about the $41.6B contract backlog.

Markets Jul 15

SpaceX Faces $1.24 Trillion Valuation Hurdle Ahead of Starship Test

SpaceX must add $1.24 trillion in value to reach Evercore's $230 target, making Thursday's Starship test a critical checkpoint. Shares closed at $136.08.

IPO Jul 15

SpaceX Plunge Erases $39B as Peers Gain; Sector Diverges

SpaceX's $39.5B loss far outweighed the $2B combined gain of MDA, Rocket Lab, and AST SpaceMobile on Tuesday.

Markets Jul 14

Roku stock surges on Evercore upgrade, S&P MidCap 400 inclusion ahead

Roku shares surged after Evercore ISI reiterated its outperform rating and $185 price target, highlighting the company's redesigned home screen and advertising opportunities. The stock is set to join the S&P MidCap 400 on June 22.

Markets Jun 12

JPMorgan Price Target Cut by Evercore Amid CEO's Geopolitical Warning

Evercore ISI reduced its JPMorgan Chase price target to $320 from $350, as shares traded near $296. CEO Jamie Dimon cautioned that war in Iran could trigger oil shocks and persistent inflation.

Analysis Apr 6