Today: 26 April 2026

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.

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
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.
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.
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
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.
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

Warren Buffett stepped down as Berkshire Hathaway CEO, with Greg Abel taking over January 1. Berkshire’s Class B shares closed 2025 down 0.2% at $502.65. Wall Street sees about 5% upside for the stock over the next year, with price targets ranging from $481 to $595. Investors await clarity on who will manage Berkshire’s $283.2 billion equity portfolio.
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.
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.
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.
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.
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.
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%.
Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Chinese tech firms have ordered over 2 million Nvidia H200 AI chips for 2026, far exceeding current stock, sources said. Nvidia has asked TSMC to boost production, but Beijing has not approved H200 imports. ByteDance may spend $14.3 billion on Nvidia chips if sales are allowed. U.S. authorities have granted TSMC, Samsung, and SK Hynix licenses to import chipmaking equipment to China for 2026.
Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Wall Street analysts project Amazon shares could rise 23% in 2026, with an average 12-month price target of $284.70 and expected revenue of $811.23 billion. AWS remains the main profit driver, accounting for about 60% of operating income, while capital spending is set to increase. Competition from Microsoft, Google, and Brookfield’s new Radiant cloud business adds pressure on margins and efficiency.
Oil price forecast 2026: Brent eyed near $55 early as supply glut tests OPEC+ resolve

Oil price forecast 2026: Brent eyed near $55 early as supply glut tests OPEC+ resolve

Brent crude ended 2025 at $60.85 a barrel, down 19% for the year, with analysts forecasting a dip to $55 in early 2026 as supply outpaces demand. The International Energy Agency projects a 2026 surplus of up to 3.84 million barrels per day. OPEC+ paused output hikes for the first quarter. Traders await the group’s January 4 meeting for signals on possible production cuts.
1 January 2026
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Stock Market Today

  • Honeywell (HON) Reports Mixed Q1 Earnings Ahead of SpaceX IPO
    April 26, 2026, 3:11 PM EDT. Honeywell International Inc. (NASDAQ:HON) reported a mixed first-quarter fiscal 2026, beating earnings expectations with a non-GAAP EPS of $2.45 but missing revenue estimates by $140 million, reaching $9.14 billion. Orders increased 7%, signaling steady demand. The firm plans to spin off its aerospace business in a move expected to complete by June 29, 2026. Full-year 2026 guidance remains stable, projecting sales between $38.8 billion and $39.8 billion with adjusted EPS between $10.35 and $10.65. Honeywell secured a new contract with Bechtel Energy to supply LNG process technology for NextDecade's Rio Grande export facility. The company's diversified operations span industrial automation, aerospace, and energy solutions across major global markets. Despite Honeywell's solid outlook, some AI stocks may offer higher upside and lower risk ahead of the SpaceX IPO.

Latest article

AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

26 April 2026
ARLINGTON, Va., April 26, 2026, 15:09 EDT AeroVironment’s LOCUST Laser Weapon System has moved back into view after weekend reports examined a U.S. Navy aircraft-carrier test in which the system shot down multiple drones from the deck of USS George H.W. Bush. Directed energy means weapons that use concentrated energy, such as laser light, rather than missiles or gunfire. (Tom’s Hardware) The development lands at a time when militaries are looking for cheaper ways to stop small drones before they force the use of costly interceptors. Reuters reported last week that the U.S. military had introduced Ukrainian counter-drone technology at
Why Circle Internet Group Stock Is Back Under the Microscope Before Earnings

Why Circle Internet Group Stock Is Back Under the Microscope Before Earnings

26 April 2026
Circle shares closed at $99.66, down 0.4%, as investors await first-quarter results due May 11. The company faces a proposed class-action lawsuit over alleged negligence tied to the April 1 Drift Protocol hack, where attackers reportedly moved $230 million in USDC. USDC circulation rose 72% year-on-year to $75.3 billion in Q4. MarketBeat lists Circle’s average 12-month price target at $127.24.
Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test

Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test

26 April 2026
Vistra Corp. shares rose 4.8% to $164.35 Friday, outpacing major utility peers despite lighter trading volume. The company is set to report first-quarter results May 7 and hold its annual shareholder meeting April 29. Vistra has guided to 2026 adjusted EBITDA of $6.8–$7.6 billion, excluding Cogentrix. The stock remains 25% below its 52-week high.
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