Wall Street Insights 1 December 2025

Coherent (COHR) stock: big options bets build as Wall Street lifts targets into Feb. 4 earnings

Coherent shares fell 2.9% to $196.94 Friday after a volatile week, despite a surge in late-week call options activity. New price targets from Stifel and Susquehanna raised focus on the company’s Feb. 4 earnings report. The stock remains near its 52-week high. Peers Lumentum and Ciena also declined.

25 January 2026

Earnings Reports·NASDAQ:CIEN·NASDAQ:COHR·NASDAQ:LITE·Wall Street Insights

Intel stock hit $50, then slipped — what Wall Street is watching before earnings

Intel shares fell 0.8% to $48.31 Thursday, erasing gains from a recent rally as investors await the company’s Jan. 22 earnings. RBC initiated coverage with a “Sector Perform” rating, citing supply and margin risks, while KeyBanc upgraded the stock on strong server chip demand. The stock was flat after hours.

15 January 2026

Earnings Reports·NASDAQ:INTC·Stock Market·Wall Street Insights

D-Wave Quantum (QBTS) Stock: Weekend Read After the 8% Drop, Wall Street Price Targets, and What to Watch When Markets Reopen

D-Wave Quantum (NYSE: QBTS) closed Friday’s after-hours at $25.29, down $2.24 or 8.1%, with 33.6 million shares traded in a session ranging from $24.775 to $27.79. The drop came as U.S. markets saw light, post-holiday volume and the broader indexes stayed flat. Trading resumes Monday after the weekend closure. The Federal Reserve last cut rates on December 10.

27 December 2025

NYSE:QBTS·Quantum Computing·Wall Street Insights

Eli Lilly Stock (LLY) Outlook on Dec. 23, 2025: Novo’s Wegovy Pill, Lilly’s Next Catalysts, and Wall Street Forecasts

Eli Lilly shares traded near $1,076 after the FDA approved Novo Nordisk’s first daily oral Wegovy for obesity. Novo plans a U.S. launch in January 2026, beating Lilly’s own oral candidate, which remains under review. Novo shares rose on the news; Lilly slipped slightly. Analysts expect oral obesity drugs could reach 20% of the market by 2030.

23 December 2025

NYSE:LLY·NYSE:NVO·Wall Street Insights

NextEra Energy Stock (NEE) in Focus: AI Data Center Deals, 2026 Earnings Outlook, and Wall Street Price Targets — Dec. 20, 2025

NextEra Energy closed Friday at $79.54, down 1.62%, as markets weighed its expanded push into AI and hyperscale data center power. In December, NextEra and Google Cloud announced new multi-gigawatt data center campuses and a digital transformation partnership. The firms are developing three campuses and plan more, building on 3.5 GW of existing or contracted capacity. NEE shares remain about 8% below their 52-week high.

21 December 2025

NYSE:NEE·Wall Street Insights

Comcast Stock (CMCSA) News and Forecast on Dec. 19, 2025: Versant Spinoff Countdown, Activist Buzz, and Wall Street Price Targets

Comcast shares closed at $30.27 on Dec. 18, down roughly 33% year-over-year, with a market cap near $110.3 billion. The company is spinning off its U.S. cable networks into Versant Media Group, with distribution set for Jan. 2, 2026. Activist-investor speculation and analyst debates over valuation are driving volatility. Versant will begin regular trading Jan. 5 under the ticker VSNT.

19 December 2025

Financial Forecasts·NASDAQ:CMCSA·Stock Market·Wall Street Insights

Broadcom Stock (AVGO) Today: AI Financing Fears, Post‑Earnings Margin Pressure, and Fresh Wall Street Targets (Dec. 18, 2025)

Broadcom shares fell about 4.5% to $326 in early U.S. trading on December 18, 2025, extending a sharp post-earnings decline. The drop comes amid renewed concerns over AI data-center financing and competitive pressures, including uncertainty around Oracle’s Michigan project and fresh headlines on Amazon–OpenAI talks. No single Broadcom-specific news item triggered the selloff.

18 December 2025

NASDAQ:AVGO·NASDAQ:ORCL·NYSE:OWL·Stock Market·Wall Street Insights

Plug Power (PLUG) Stock News Today: Namibia Green Hydrogen Milestone, Shareholder Vote Ahead, and Wall Street Forecasts (Dec. 18, 2025)

Plug Power announced it has installed a 5MW GenEco PEM electrolyzer at Cleanergy Solutions Namibia’s Hydrogen Dune site in Walvis Bay, supporting Africa’s first fully integrated commercial green hydrogen facility. Shares traded at $2.16 early Thursday, after closing down 5.7% Wednesday, far below the 52-week high of $4.58.

18 December 2025

NASDAQ:PLUG·Renewable Energy·Wall Street Insights

Tidewater Inc. (NYSE: TDW) Stock Drops on Dec. 16, 2025: What Happened, What Wall Street Forecasts, and What to Watch Next

Tidewater Inc. shares fell 6.9% to close at $52.59 on December 16, 2025, with trading volume at 495,000, well below average. No new company news was released. The drop followed continued market digestion of Q3 results, which showed $341.1 million in revenue and a net loss of $0.8 million.

16 December 2025

NYSE:TDW·Wall Street Insights

Broadcom (AVGO) Stock Outlook on Dec. 14, 2025: AI Chip Boom, Margin Pressure, and Wall Street Price Targets

Broadcom shares fell 11% to $359.93 after reporting strong Q4 results and raising Q1 revenue guidance, as investors reacted to margin pressure from increased AI-related sales. Management projected $8.2 billion in AI semiconductor revenue for the current quarter and disclosed a $73 billion AI backlog. The selloff dragged down tech indexes despite all tracked analysts maintaining “buy” ratings and several firms raising price targets.

14 December 2025

NASDAQ:AVGO·Wall Street Insights

Ares Capital (ARCC) Stock News Today (Dec. 12, 2025): Dividend Date, $1B CLO Financing, and Wall Street Forecasts

Ares Capital shares traded near $20.90 on Dec. 12, 2025, as investors awaited a $0.48 quarterly dividend payable Dec. 30 to holders of record Dec. 15. The company completed a $1.0 billion term debt securitization on Dec. 3, with the new CLO maturing in 2038. Analyst coverage remains active.

12 December 2025

NASDAQ:ARCC·Wall Street Insights

ENPH Stock Outlook: Enphase Energy’s EV Charger Push, Big-Money Buying and a Divided Wall Street Heading Into 2026

Enphase Energy shares traded near $31.25 on December 7, down 56% over the past year and 60% below their 52-week high. The company reported its strongest revenue in two years and began U.S. shipments of its IQ EV Charger 2 on December 3, followed by a European launch of PowerMatch battery software. Market cap stands at about $4.1 billion. Wall Street opinion remains divided.

7 December 2025

Electric Vehicles·NASDAQ:ENPH·Renewable Energy·Wall Street Insights

Deere (DE) Stock Outlook for 2026: Q4 Results, New Dividend and Fresh Wall Street Targets

Deere & Company closed at $475.11 on December 5, about 11% below its May high, after reporting Q4 net income of $1.065 billion, down from $1.245 billion a year earlier. Full-year 2025 net income fell 29% to $5.027 billion on lower revenue and weaker farm demand. The company issued cautious 2026 earnings guidance and declared a new dividend. Large institutional trades hit the tape on December 7.

7 December 2025

NYSE:DE·Wall Street Insights

Chevron Stock (CVX) on December 6, 2025: Dividend Power, 2026 Capex Reset and What Wall Street Expects Next

Chevron closed at $150.00 on December 5, 2025, about 11% below its 52-week high, with trading volume spiking to 12.5 million shares. The board declared a $1.71 quarterly dividend, and the company set a 2026 capex budget of $18–19 billion focused on U.S. and offshore growth. Analyst price targets cluster in the mid-$160s to low-$170s. Stenger Family Office LLC disclosed a $3.98 million stake.

6 December 2025

Dividends·Energy Sector·NYSE:CVX·Wall Street Insights

Freeport-McMoRan (FCX) Stock Outlook on December 6, 2025: Grasberg Fallout, Copper Boom and Wall Street Targets

Freeport-McMoRan shares closed at $45.20 on December 5, up 1.32%, with volume topping 20 million. The company continues to recover from a fatal September mud-rush at its Indonesian Grasberg mine that killed seven workers. FCX stock remains about 8% below its 52-week high, while copper market fundamentals tighten.

6 December 2025

Mining Industry·NYSE:FCX·Wall Street Insights

Intuit (INTU) Stock Outlook December 4, 2025: AI Partnership With OpenAI, Earnings Beat and Wall Street Targets Explained

Intuit shares closed at $650.40 on December 4, 2025, after a strong fiscal Q1 earnings beat and a new $100 million-plus AI partnership with OpenAI. Revenue rose 18% to $3.89 billion, with non-GAAP EPS up 34% to $3.34. The stock remains about 20% below its July peak of $813.70 and trades at a forward P/E of 28.

4 December 2025

Artificial Intelligence·Earnings Reports·NASDAQ:INTU·Wall Street Insights

Texas Instruments (TXN) Stock on December 1, 2025: Earnings Hangover, $60 Billion Fab Bet and What Wall Street Expects Next

Texas Instruments shares traded near $168 on December 1, 2025, valuing the company at about $152 billion, down roughly 10% year-to-date and 16% over 12 months. Q3 revenue rose 14% to $4.74 billion, beating estimates, but the stock remains below its 52-week high as investors weigh heavy spending and a softer earnings outlook.

1 December 2025

NASDAQ:TXN·Stock Market·Wall Street Insights

Broadcom (AVGO) Stock on December 1, 2025: AI Boom, New Wall Street Targets and 2026 Outlook

Broadcom shares hit $402.96 on December 1, 2025, matching their 52-week high and lifting the company’s market cap to $1.9 trillion. The surge follows bullish analyst upgrades, including BofA raising its price target to $460, citing Broadcom’s deepening partnership with Google on custom TPUs for AI infrastructure.