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Financial Forecasts News 1 January 2026 - 6 February 2026

Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy shares reversed a 15.9% early surge Friday, falling 0.7% to $135.64 after the company set a 2026 revenue forecast of $3.1–$3.3 billion and reported a $6 billion backlog. Volume hit 15 million shares. Bloom posted Q4 revenue of $777.7 million and full-year revenue of $2.02 billion. The company announced a partnership with Oracle and a $5 billion AI infrastructure alliance with Brookfield.
Eli Lilly stock price jumps 10% after-hours on upbeat 2026 forecast and Q4 beat

Eli Lilly stock price jumps 10% after-hours on upbeat 2026 forecast and Q4 beat

Eli Lilly shares jumped 10.4% to $1,107.12 in after-hours trading Wednesday after reporting fourth-quarter revenue up 43% to $19.29 billion and a 2026 profit outlook above Wall Street forecasts. The company expects 2026 revenue of $80–83 billion and non-GAAP earnings per share of $33.50–$35.00. Mounjaro sales reached $7.41 billion and Zepbound $4.26 billion for the quarter.
SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk forecast third-quarter revenue of $4.4–$4.8 billion and non-GAAP EPS of $12–$14, sending shares up over 9% after hours. The company posted $3.025 billion revenue and $803 million net profit for Q2, reversing a prior loss. SanDisk extended its Kioxia joint venture to 2034 and committed $1.165 billion to manufacturing services. Memory chip prices are surging amid an “unprecedented” shortage, driven by AI data center demand.
DaVita stock jumps after hours on upbeat 2026 profit forecast and earnings beat

DaVita stock jumps after hours on upbeat 2026 profit forecast and earnings beat

DaVita shares rose 11.7% to $124.17 in after-hours trading after posting quarterly earnings and a 2026 profit forecast above analyst estimates. The company reported fourth-quarter adjusted profit of $3.40 per share on $3.62 billion in revenue. DaVita projected 2026 adjusted earnings of $13.60 to $15.00 per share, topping the $12.65 consensus. Investors await details on reimbursement, costs, and patient volumes.
Colgate-Palmolive stock price jumps 5% after earnings beat and upbeat 2026 sales forecast

Colgate-Palmolive stock price jumps 5% after earnings beat and upbeat 2026 sales forecast

Colgate-Palmolive shares rose 5.2% to $89.70 Friday after the company beat Q4 profit forecasts and projected 2026 net sales growth of 2% to 6%. A $794 million after-tax impairment charge pushed GAAP results to a quarterly loss. Q4 net sales reached $5.23 billion, with adjusted earnings of 95 cents per share. Demand held steady in Latin America and Europe, while North American volumes stayed flat.
Intuitive Surgical stock price: what to watch Monday after ISRG’s 2026 da Vinci outlook and tariffs hit focus

Intuitive Surgical stock price: what to watch Monday after ISRG’s 2026 da Vinci outlook and tariffs hit focus

Intuitive Surgical shares closed at $523.99 Friday, down 0.4% after the company forecast da Vinci procedure growth of 13%–15% by 2026 and warned tariffs could pressure margins. Fourth-quarter revenue rose 19% to $2.87 billion, with adjusted earnings of $2.53 per share. The company reported over 20 million da Vinci procedures worldwide. FDA cleared new cardiac uses for its da Vinci 5 robot.
GSK share price in focus after China clears Trelegy for asthma — what to watch next week

GSK share price in focus after China clears Trelegy for asthma — what to watch next week

GSK shares closed down 0.2% at 1,801 pence in London Friday after China approved Trelegy Ellipta for uncontrolled asthma in adults. The expanded label gives GSK access to an estimated 46 million adults with asthma in China. Investors await GSK’s Q4 and full-year results, set for Feb. 4. The FTSE 100 slipped 0.07% on the day.
Morgan Stanley Upgrade Lifts MDA Space as 2026 Space-Tech Funding Forecast Rises

Morgan Stanley Upgrade Lifts MDA Space as 2026 Space-Tech Funding Forecast Rises

Private investment in space technology jumped 48% to $12.4 billion in 2025, Seraphim Space said, with further gains expected in 2026. MDA Space shares surged 14.5% after a Morgan Stanley upgrade, while Rocket Lab’s price target was raised to $105. Canadian stocks slipped 0.1% after U.S. tariff threats. MDA recently secured a U.S. Missile Defense Agency contract for its SHIELD program.
SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

SoFi Technologies shares traded at $26.96 Wednesday afternoon after falling 7.9% Tuesday, with volume near 37.5 million. The company completed a 57.8 million share offering at $27.50 each on Jan. 5. Options activity surged, with call volume more than triple normal and implied volatility signaling a 14% move around Jan. 30 earnings. Analyst price targets ranged from $20.50 to $28.
ASTS stock price forecast: Scotiabank downgrade hits AST SpaceMobile as targets split wide

ASTS stock price forecast: Scotiabank downgrade hits AST SpaceMobile as targets split wide

AST SpaceMobile shares fell about 11% Wednesday after Scotiabank downgraded the stock and set a $45.60 target, citing concerns over valuation and cash burn. Shares traded at $86.72 in the afternoon, down from a high of $95.25. AT&T plans a limited beta launch of AST’s direct-to-device satellite service in the first half of 2026. Investors await deployment milestones and the next earnings update, expected March 26.
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.
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.
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.
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.
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.
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Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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