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 recovery. Shares of Coinbase Global, Inc. advanced 7.58% to $172.35, with the token's rise intensifying scrutiny on the listed exchange’s trading volume outlook.
| Bank | Price | P/E | Yield |
|---|---|---|---|
| CBA | A$156.52 | 24.11x | 3.08% |
| NAB | A$38.31 | 19.96x | 4.37% |
| Westpac | A$33.95 | 16.73x | 4.47% |
| ANZ | A$36.97 | 18.88x | 4.41% |
| Source | Rating | Target | Gap |
|---|---|---|---|
| Consensus | Strong Sell | A$125.21 | -20.0% |
| JPMorgan | Sell | A$131 | -16.3% |
| UBS | Sell | A$135 | -13.7% |
| Morgan Stanley | Sell | A$125 | -20.1% |
Watch mortgage volumes, margin discipline and arrears. Further executive selling may affect governance optics, but it would need to be much larger to alter CBA’s financial case.
| Q1 bookings | Share |
|---|---|
| Mobile | 53% |
| Console | 38% |
| PC & other | 9% |
| Digital distribution | 99% |
| Metric | Q1 FY27 |
|---|---|
| Revenue | $2.418bn |
| YoY growth | +28% |
| Data center | $1.833bn |
| Data-center mix | 76% |
| Non-GAAP EPS | $0.80 |
| Company | Move |
|---|---|
| Marvell | +5.79% |
| Broadcom | +0.43% |
| NVIDIA | -0.33% |
| Alphabet | -1.17% |
| Target | Value |
|---|---|
| Average | $276.38 |
| High | $400 |
| Low | $180 |
June-quarter 2026 results · Figures in renminbi unless noted
August 20, 2026, 18:59 EDT
AI Labs and Applications lost 2.46 times the RMB5.63 billion adjusted EBITA earned by AI Cloud. Infrastructure monetisation is real. Model and app spending still overwhelms it.
Bar lengths emphasize relative investor relevance and are not drawn to one common revenue scale.
RMB67.68bn capex equalled 17.8% of the three-year RMB380bn AI/cloud commitment in one quarter.
At $130.20, the $190.01 consensus target implied about 46% upside. Targets are opinions, not forecasts of certain returns.
Adjusted EBITA margin reached about 12%, up from roughly 7%. Sustained gains would validate the infrastructure build-out.
The RMB13.86bn quarterly loss widened 330%. A flatter cost curve is needed before AI profit reaches group earnings.
Capex rose 75%, while free cash flow stayed deeply negative. Watch procurement, proprietary-chip deployment and buybacks.
Sources: Alibaba June-quarter 2026 results, Reuters, August 20, 2026, and S&P Global analyst data displayed by StockAnalysis. Market data are after-hours and may differ from the next official session.
| FY26 copper output | 1.953Mt |
| FY27 midpoint | 1.725Mt |
| Midpoint change | -11.7% |
| FY35 ambition | Up to +40% |
Near-term Escondida grades temper the long-duration copper growth case.
| Analyst | View | Target | Return |
|---|---|---|---|
| Bernstein | Hold | A$44.02 | -33.0% |
| Morgan Stanley | Buy | A$67.00 | +1.9% |
| Citi | Hold | A$63.00 | -4.2% |
| Bank of America | Hold | A$65.00 | -1.1% |
| 17-analyst consensus | Hold | A$59.86 | -9.0% |
Sources: BHP fiscal 2026 results; Reuters; Financial Times; TradingView; S&P Global analyst data compiled by StockAnalysis. Market figures use the August 20, 2026 ASX close. Calculations may differ slightly due to rounding.
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.
The retrenchment can repay quickly. Order conversion still drives the stock.
| Rating | Count | Share |
|---|---|---|
| Strong Buy | 4 | 36% |
| Buy | 4 | 36% |
| Hold | 3 | 27% |
| Sell / Strong Sell | 0 | 0% |
The average target offers 20% upside, but analysts span a $350 range. That dispersion is the market's clearest verdict on Arm's AGI CPU opportunity.
Twenty analysts agree on the growth theme. They disagree sharply on what to pay for it.
Past three months · 20 analysts
Quarter ended June 30, 2026
A tight watchlist, not a sprawling thesis.
| Q2 result | Reading |
|---|---|
| Revenue | $11.54B |
| GAAP operating income | $1.99B |
| GAAP net margin | 19.91% |
| Adjusted EPS | $1.66 |
Q3 guide About $13.0B, ±$300M. The midpoint implies roughly 12.7% sequential growth.
Helios Rack-scale deployments need to convert announced demand into revenue and margin.
Watch AI spending, export rules, supply, pricing and NVIDIA competition.
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 |
The $200 bull-bear gap is larger than SPCX’s entire trading range since its June listing.
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.
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.
Demon Hunter v. Netflix · Case 2:26-cv-09191
August 19, 2026 · 4:00 p.m. EDT close
| Firm | View | Target | Upside |
|---|---|---|---|
| Argus | Buy | $265 | 19.3% |
| Tigress | Buy | $305 | 37.3% |
| BNP Paribas | Outperform | $300 | 35.0% |
| JPMorgan | Overweight | $290 | 30.5% |
| RBC | Outperform | $265 | 19.3% |
| Stock | Consensus | Avg target |
|---|---|---|
| AVGO · 48 | Strong Buy | $527.88 |
| MRVL · 43 | Strong Buy | $256.91 |
| GOOGL · 64 | Strong Buy | $427.52 |
