Today: 8 February 2026
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Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Robinhood stock forecast 2026: Fresh December trading data puts HOOD in focus

Robinhood stock forecast 2026: Fresh December trading data puts HOOD in focus

Robinhood said customers traded about $170 billion in equities and 179 million options contracts from Dec. 1–28, with $19 billion in crypto and 2.6 billion event contracts. Shares closed at $113.10. Analysts’ 2026 earnings estimates rose to $2.40 per share, while price targets were mixed amid concerns over cooling retail activity and rising competition in event-driven trading.
2 January 2026
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Netflix Stock Forecast 2026: Wall Street Sees 40% Upside for NFLX as Warner Deal Risk Hangs Over Shares

Netflix Stock Forecast 2026: Wall Street Sees 40% Upside for NFLX as Warner Deal Risk Hangs Over Shares

Netflix agreed to buy Warner Bros Discovery’s studio and streaming assets for $72 billion, with the deal expected to close after a Warner spinoff in Q3 2026. Analyst price targets for Netflix in 2026 cluster in the low $130s, implying 34% to 41% upside from the latest $93.76 close. Morgan Stanley cut its target to $120, while Bank of America held at $149. The deal faces regulatory scrutiny.
2 January 2026
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Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Brookfield is launching a cloud business to lease chips to AI developers, backed by a $10 billion fund, The Information reported. Oracle shares swung sharply in late 2025 as investors questioned its $15 billion increase in expected capital expenditures for fiscal 2026. SoftBank completed a $41 billion investment in OpenAI, which, with Oracle and others, is planning a multi-year data-center project called Stargate.
2 January 2026
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Coinbase Stock Forecast 2026: Why Wall Street Sees 63% Upside as Crypto Rules Return to Center Stage

Coinbase Stock Forecast 2026: Why Wall Street Sees 63% Upside as Crypto Rules Return to Center Stage

Analysts expect Coinbase shares to reach an average of $367.70 in 2026, up from a last close of $226.14, with net sales seen rising to $8.61 billion, MarketScreener data showed. Net income is projected to dip to $2.02 billion. The outlook comes as bitcoin heads for its first annual loss since 2022 and U.S. crypto regulation remains unsettled, with policy debates over stablecoins and trading rules ongoing.
2 January 2026
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Ondas stock forecast 2026: New $10 million orders lift ONDS as Wall Street targets come into focus

Ondas stock forecast 2026: New $10 million orders lift ONDS as Wall Street targets come into focus

Ondas Holdings shares rose 9% to $9.76 after announcing $10 million in new autonomous-systems orders and an expected January border-protection drone order. CEO Eric Brock sold 475,000 shares on Dec. 31 to cover tax obligations, according to an SEC filing. Ondas set a 2026 revenue target of at least $110 million and faces competition from Draganfly and Red Cat Holdings. Analysts’ average 12-month price target is $11.50.
2 January 2026
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AMD Stock Forecast 2026: Wall Street Sees 32% Upside as CES Keynote Nears

AMD Stock Forecast 2026: Wall Street Sees 32% Upside as CES Keynote Nears

AMD began 2026 trading near $214, with Wall Street’s average 12-month price target at $282.82, implying a 32% upside. CEO Lisa Su will deliver the CES 2026 keynote on Jan. 5. The company plans to launch its MI400 AI chips in 2026 and expects data center chip revenue to reach $100 billion within five years. Investors are watching AI infrastructure spending and customer capital outlays.
2 January 2026
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Palantir Stock Forecast 2026: New $186 Target Signals Modest Upside as Analysts Raise EPS View

Palantir Stock Forecast 2026: New $186 Target Signals Modest Upside as Analysts Raise EPS View

Wall Street’s average 12-month price target for Palantir rose to $186 from $153 in 90 days, with the stock closing at $177.75 on Dec. 31, about 14% below its 52-week high, LSEG data showed. Analysts now expect 2026 EPS of $1.009, up 18.8% in the same period. Palantir ended 2025 with a $449.6 billion market value and traded at 193.1 times forward earnings. Broker recommendation remains “Hold” ahead of its Feb. 2 report.
2 January 2026
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Strategy Inc stock forecast for 2026: MSTR targets stay wide as bitcoin swings and MSCI review nears

Strategy Inc stock forecast for 2026: MSTR targets stay wide as bitcoin swings and MSCI review nears

Strategy Inc (MSTR) shares fell 2.3% to $151.95 as investors await MSCI’s January 15 decision on whether to remove firms with major digital asset holdings from its indexes. The company raised $108.8 million in December by selling shares to buy 1,229 bitcoins, bringing its total to 672,497. The stock is down over 14% in the past month. Wall Street targets for 2026 range widely, with a consensus near $465.
2 January 2026
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Intel stock forecast 2026: Wall Street targets point to a tougher year for INTC

Intel stock forecast 2026: Wall Street targets point to a tougher year for INTC

Intel closed 2025 down 1.1% at $36.90, with analysts setting a lower average target of $34.84 and a “Reduce” consensus, according to MarketBeat. Nvidia’s $5 billion investment brought over 214 million Intel shares at $23.28 each. Intel aims to launch its Panther Lake chip on the 18A process in early 2026, but Nvidia recently halted testing of that technology.
2 January 2026
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Nike stock forecast 2026: CEO’s $1 million buy lifts NKE, but Wall Street targets show a split view

Nike stock forecast 2026: CEO’s $1 million buy lifts NKE, but Wall Street targets show a split view

Nike shares climbed 4% in the last 2025 session after CEO Elliott Hill bought $1 million in stock, SEC filings show. Hill purchased 16,388 shares at an average $61.10 each, while director Tim Cook bought 50,000 shares at $58.97. Nike reported Q2 revenue up 1% to $12.4 billion, but gross margin dropped to 40.6% due to higher North America tariffs. Analyst price targets for 2026 range widely, from $35 to $115.
2 January 2026
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Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Drugmakers plan to raise U.S. list prices on at least 350 branded medicines in 2026, with a median increase of about 4%, according to 3 Axis Advisors. List prices for about nine drugs will drop, including a more than 40% cut for Jardiance after Medicare negotiations. Eli Lilly faces price pressure in both the U.S. and China, where its diabetes drug Mounjaro will also get cheaper from Jan. 1.
1 January 2026
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Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

NEW YORK, January 1, 2026, 17:34 ET Berkshire Hathaway Inc (BRK.A, BRK.B) shares ended 2025 slightly lower on Warren Buffett’s final day as chief executive, as Greg Abel took over the top job at the $1.08 trillion conglomerate at the start of 2026. Class B shares closed down $1.06, or 0.2%, at $502.65, and Berkshire ended September with $381.7 billion of cash and equivalents while it has not said who will take over its $283.2 billion equity portfolio. Reuters The changeover matters now because Berkshire’s stock has long carried a “Buffett premium” — investors paying up for the expectation that
1 January 2026
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Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

Analysts set Walmart’s 12-month price target at an average $123.63, above its last close of $111.41, with a “Strong Buy” consensus, TipRanks data showed. Walmart raised its 2025 forecasts after online sales jumped 28% in the third quarter. The company moved its stock listing to Nasdaq in December and will see John Furner take over as CEO on Feb. 1.
1 January 2026
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Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Aramco shares dropped 15% in 2025, their steepest annual decline since the 2019 IPO, as oil prices slid and regional tensions rose. Brent crude ended the year at $60.85 a barrel, down 19%. Fitch affirmed Aramco’s A+ rating, assuming no performance-linked dividends through 2028. Saudi Arabia directly and indirectly holds 97.5% of Aramco.
1 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

The U.S. granted TSMC’s Nanjing plant a new annual export licence for U.S. chipmaking tools, replacing an expired waiver. Sources said Nvidia has asked TSMC to ramp up H200 AI chip production for China in 2026, with work starting in Q2. TSMC’s ADRs last closed at $303.89, with analyst targets above that level. TSMC began 2-nanometre chip production in late 2025, with an enhanced version set for mass production in late 2026.
1 January 2026
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Broadcom Stock Forecast 2026: Wall Street Sees $460 Target for AVGO as AI Growth Meets Margin Test

Broadcom Stock Forecast 2026: Wall Street Sees $460 Target for AVGO as AI Growth Meets Margin Test

Broadcom forecast fiscal Q1 2026 revenue of about $19.1 billion and said AI semiconductor revenue will double to $8.2 billion. Shares last traded at $346.10, while analysts’ average one-year price target stands at $460.23, according to FactSet data. The company warned gross margin could fall by 100 basis points due to a higher mix of AI sales. Broadcom reported a $73 billion backlog concentrated among five customers.
1 January 2026
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Meta stock forecast 2026: New scam-ad “playbook” scrutiny collides with a bigger AI spend plan

Meta stock forecast 2026: New scam-ad “playbook” scrutiny collides with a bigger AI spend plan

Internal documents reviewed by Reuters show Meta developed a “playbook” to delay stricter rules on scam ads and resisted universal advertiser verification, citing up to $9.3 billion in potential exposure. Meta shares rose 1.1% on Dec. 30 after announcing the acquisition of AI startup Manus, but closed at about $660, down 0.9%. The company expects 2026 capital spending to grow faster than in 2025.
1 January 2026
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Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Baird reaffirmed a $548 price target for Tesla, citing robotaxi progress and regulatory developments as key 2026 drivers. Tesla posted analyst delivery estimates showing a dip to 1.64 million vehicles in 2025, with only a slight rebound in 2026. BYD is set to surpass Tesla in annual EV sales, intensifying competition. Tesla shares last traded at $449.72, down about 1%.
1 January 2026
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Stock Market Today

SMIC stock set for results test this week as Hong Kong market reopens

SMIC stock set for results test this week as Hong Kong market reopens

8 February 2026
SMIC shares closed up 0.22% at HK$67.60 on Friday in Hong Kong. The board will announce unaudited results on Feb. 10, and shareholders vote Feb. 12 on acquiring the remaining 49% of SMNC. The register of members closes Feb. 9–12. SMIC plans to pay mainly with new RMB shares.
MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

8 February 2026
MediaTek shares closed down 3.4% at NT$1,710 on Friday in Taipei, with 11.8 million shares traded before the market shut for the weekend. The company said it will double investment in data-center chips and advanced packaging, while warning of rising supply chain costs. Fourth-quarter sales rose 8.8% to NT$150.2 billion, but net income slipped 3.6%. Investors face uncertainty ahead of the Lunar New Year break and a weaker tech sector mood.
Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

8 February 2026
Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
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