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SAN FRANCISCO, August 21, 2026, 10:50 EDT — Shares of SoFi Technologies climbed 5.27% to $18.86 by Friday morning, increasing its market capitalization by…
Friday’s rally moved the stock above six current Hold or Sell targets. Piper Sandler’s new $22 target still leaves 16.6% upside.
| Measure | Result | YoY |
|---|---|---|
| GAAP net revenue | $1.219B | +43% |
| Net income | $156.6M | +61% |
| Adjusted EBITDA | $357.8M | +44% |
| Loan originations | $14.8B | Record |
| Total products | 24.4M | +42% |
| Fee-based revenue | $472.3M | 39% of revenue |
What the market is pricing: bank-funded lending growth plus future blockchain and payments fees.
What can break: a bitcoin reversal, delayed U.S. crypto rules, higher credit losses, or weaker deposit growth with a falling net interest margin.
Capricor Therapeutics faces a renewed legal overhang after law firms on Thursday repeated a September 28 lead-plaintiff deadline in a federal securities-fraud case. The…
Securities-fraud case adds a legal layer to a regulatory binary.
Analysis and efficacy concerns surface.
9-3 against efficacy evidence.
FDA willing to review 24-month amendment.
Lead-plaintiff motion due.
Static runway: $237.9m cash ÷ $42.9m Q2 operating expenses = 5.5 quarters. This is a simple ratio, not management guidance.
| Firm | Date | Rating | Target |
|---|---|---|---|
| Cantor Fitzgerald | Aug. 14 | Overweight | $28 |
| B. Riley | Jul. 31 | Hold | $5 |
| Jones Trading | Jul. 30 | Hold | — |
| Piper Sandler | Jul. 30 | Neutral | $2 |
| H.C. Wainwright | Jul. 30 | Neutral | — |
The lawsuit mirrors the same statistical-analysis dispute that drove the stock collapse. A revised action date would clarify how much regulatory optionality remains.
A new clinical-trial requirement could extend losses and consume the cash buffer. Adverse discovery in the securities case may add cost and disclosure risk. Faster spending would shorten the 5.5-quarter static runway.
Space Exploration Technologies Corp. is set for a new supply challenge after its stock dropped 4.05% on Thursday. Up to 319 million insider shares…
Market data captured August 21, 2026, 08:01:21 EDT / 14:01:21 CEST. Nasdaq cash market: pre-open. Price and volume refer to the August 20 close.
AI infrastructure used $15.8bn, or 86% of quarterly capital expenditure.
At $134, the eligible tranche is worth about $42.7bn. Eligibility does not mean immediate sale.
| Analyst | View | Target | Upside |
|---|---|---|---|
| Cantor | Overweight | $246 | 83.6% |
| UBS | Buy | $210 | 56.7% |
| Mizuho | Outperform | $200 | 49.3% |
| BofA | Buy | $235 | 75.4% |
| Near-term pressure | Longer-term support |
|---|---|
| Starship upper-stage catch delayed by months | U.S. seeks 1,000 annual launches by 2030 |
| 319m shares newly eligible | Q2 revenue up 92% |
| Close 40.6% below 52-week high | $14.1bn cloud-services contracts |
Volume above the 120.2m-share average without a deeper price break would show that buyers are absorbing the unlock. Renewed selling toward the $104.83 low would put capital spending and execution back in control of the valuation.
Sources: Yahoo Finance most-active screen, SpaceX August 4 current report, MarketWatch, Reuters, Wall Street Journal and cited analyst actions. Dollar figures are U.S. dollars.
BILL Holdings, Inc. repurchased approximately 8.4 million shares in the previous quarter at an implied average price of $35.71. The stock finished at $47.40…
NYSE:BILL · Fiscal Q4 2026 scorecard
Regular close · August 20, 2026, 16:00:09 EDT
After hours: $47.60 · +0.42% · USD
BILL spent about $300M on 8.4M shares. The implied average cost was 24.7% below Thursday's close.
Growth moderates, while adjusted operating income is guided to expand much faster.
The buyback establishes a useful valuation marker. The rerating depends on BILL stabilizing customer counts while converting 11%–14% core growth into more than 30% adjusted profit growth.
Rewards will be netted from revenue next quarter. That presentation change, weaker SMB activity, credit losses or lower interchange economics could blur the margin story.
Mid-Caps Beat Flat FTSE as Gold and Sterling Rise08.21.2026 · 15:49 BST LONDON CASH EQUITIES · REGULAR SESSION ACTIVE Mid-caps lead while blue chips…
Memory Bid Reverses as After-Hours Session Ends08.21.2026 · 20:03 EDT Nasdaq / NYSE after-hours · Closed at delivery Memory leadership fades into a flat…
NEW YORK, August 21, 2026, 00:00 EDT — XRP climbed 18.8% in the past day to reach $1.24 on Thursday, spearheading a wider crypto…
Take-Two Interactive Software, Inc. closed 1.31% higher at $240.15 on Thursday. That gain restored about $581.5 million of equity value. It recovered 58% of…
| Q1 bookings | Share |
|---|---|
| Mobile | 53% |
| Console | 38% |
| PC & other | 9% |
| Digital distribution | 99% |
Moderna Jumps 22% as KASE Extends Asia’s Final Trade08.21.2026 · 23:10 SGT ASIA • LATE SESSION KASE carries the final equity trade Primary Asian…
GYG Tops 15% While All Ordinaries Lag Into the Close08.21.2026 · 15:39 AEST AUSTRALIA · CLOSING HOUR Broad losses persist; GYG breaks away The…
Shares of Ondas Inc. dropped 5.84% on Thursday, as market participants assessed the impact of another acquisition amid rising execution costs. The stock settled…
NASDAQ: ONDS · Shareholder dashboard
Ondas acquired a profitable production platform at a low cost, even as its own shares trade at a significantly higher sales multiple.
Market close · Aug. 20, 2026, 16:00 EDT / 22:00 CEST
The $4.78bn equity value divided by the guidance midpoint of $537.5m.
Approximately $33m divided by an estimated $26m in revenue projected for 2026.
Aran is joining at a significantly reduced sales multiple and is projected to deliver positive adjusted EBITDA.
Revenue rose by 67% from the previous quarter. The adjusted EBITDA loss increased by $39.7 million. This shortfall highlights the main execution challenge.
Management aims for operating-platform adjusted EBITDA to reach profitability in Q4 2026.
As of June 30, cash and investments were reported. Approximately $325 million was subsequently spent to acquire DZYNE and Cyberhawk.
As of the Aug. 12 close, shares are still trading 45.2% beneath the 52-week high of $15.28.
Aran's projected revenue represents a portion of Ondas's 2026 guidance midpoint. Relevant, though not significant by itself.
| Firm | Rating | Target |
|---|---|---|
| Oppenheimer | Buy | $18.00 |
| Roth MKM | Buy | $13.00 |
| Ladenburg Thalmann | Buy | $22.75 |
| Northland Securities | Buy | $18.00 |
According to Google Finance, there are nine latest Buy ratings, with no Hold or Sell recommendations, and the average target price is $19.42.
The focus is on converting backlog, maintaining gross margin, and controlling cash operating costs. Delivering efficiently matters more than simply announcing a new contract.
Risk: Margins could come under strain or shareholder dilution may occur from challenges such as integrating deals, potential program setbacks, reliance on stock-based deals, and geopolitical risks.
NANO Nuclear Energy Inc. dropped 5.9% on Thursday, closing at $18.02 as advanced-reactor stocks moved lower in tandem. The loss puts the company's shares…
A sector move, with NNE the weakest of this three-stock set.
The fuel bottleneck is genuine. The investor question is whether Tuesday's memorandum becomes a priced, enforceable supply contract.
Licensing delays, fuel scarcity and dilution can erode the cash advantage.
Super Micro Computer, Inc. lost roughly $1.3 billion in market value during Thursday trading, despite an independent probe finding no evidence that current senior…
Supermicro cleared current senior management in its internal review. The stock briefly jumped 5.9%, then gave back almost all of the gain.
The governance update lifted the shares to $38.74. By 14:06 EDT, they were back near the prior close.
FY2026 showed the split between reported profit and cash conversion.
Price-to-forecast earnings, lower is cheaper.
Consensus: Hold · 19 ratings · average target $42.38.
| Firm | Rating | Target | Date |
|---|---|---|---|
| Rosenblatt | Buy | $51 | Aug 12 |
| J.P. Morgan | Hold | $45 | Aug 17 |
| Bernstein | Hold | $42 | Aug 13 |
| Goldman Sachs | Sell | $34 | Aug 12 |
Shares of Intel Corporation dropped under the level set in its recent record stock sale on Thursday, resulting in immediate losses for fresh investors…
Intel’s equity raise nearly funds its full 2026 capital plan. The stock now trades below the offer price, turning execution into the next valuation test.
3.8% below the $95 offering price. The stock is 35.8% under its 52-week high.
Net proceeds cover an illustrative 98.5% of gross capex. Funds are not formally earmarked one-for-one.
Estimated share-count increase, depending on the underwriters’ option.
Foundry still lost about $2.1B operationally. Revenue includes internal sales.
Recommendation mix: 14 Buy/Strong Buy, 32 Hold, 2 Sell/Strong Sell.
A smoother process ramp and stronger AI demand could lift returns quickly. Delays, weak external foundry orders or further dilution would make the $20B capital plan more expensive.
Nike unveiled the Pegasus Plus 2 on Thursday. The new tempo trainer hits the market while a recent retail warning challenges the company's recovery…
The product is faster. The harder test is whether Nike can turn 18% more energy return into full-price sales while a major retailer reports a 6.8% North American decline.
*Includes about 900 basis points from expected IEEPA tariff recovery.
Pegasus Plus 2 must work in both partner stores and Nike's owned channels.
JD Sports Q2 like-for-like sales, 13 weeks ended Aug. 1, 2026.
39-analyst July consensus. JPMorgan moved to Underweight with a $40 target on Aug. 4.
Shares of Circle Internet Group, Inc. climbed 3.81% to $81.59 early Thursday during New York trading. The stock was one of the most heavily…
NYSE: CRCL · Investor dashboard
Circle Internet Group · Price captured August 20, 2026, 10:04 EDT (16:04 CEST)
USDC usage grew 21.6 times faster than revenue. Scale is arriving; revenue capture is lagging.
Reserve income was $668m in Q2. This simple scenario applies a 25-basis-point annual yield change to $73.3bn of quarter-end USDC.
The 27-analyst consensus is Buy. Targets span $37 to $243, a sign that assumptions matter more than the average.
![UK Stock Market Today 08.21.2026 [UPDATE: 08.21.2026 15:49 BST] [Mid-Caps Beat Flat FTSE as Gold and Sterling Rise]](https://ts2.tech/wp-content/uploads/2026/08/UK-market-dashboard-2026-08-21-1549-1024x683.jpg "UK Stock Market Today 08.21.2026 [UPDATE: 08.21.2026 15:49 BST] [Mid-Caps Beat Flat FTSE as Gold and Sterling Rise]")
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