SYDNEY, August 21, 2026, 11:08 AEST — Commonwealth Bank of Australia shares held near A$156.52 in Friday morning trade after reports that Chief Executive Matt Comyn sold A$8.4 million of stock. The disposal is large for an individual. It is immaterial beside the bank’s A$268.67 billion market value.
| 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.
| Measure | Value |
|---|---|
| Implied net issuance | $96.48 |
| Thursday close | $112.39 |
| Dollar spread | +$15.91 |
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.
Record Amtagvi sales and a 56% gross margin powered the rerating. The shares now sit near their 52-week high and almost level with the broader analyst target.
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% |
| 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.
Sources: Reuters, Micron fiscal Q3 results, Google Finance. Lab annualization is an illustration, not guidance.
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.
−0.44% · 34.23 points lower
Higher long yields tightened the equity hurdle while Walmart and megacap shares weighed on the benchmark.
| Signal | Level / move | Read-through |
|---|---|---|
| 30-year Treasury | 5.244% | Valuation pressure |
| Energy sector | +1.4% | Oil hedge |
| Consumer staples | −1.5% | Walmart drag |
| Brent crude | +1.8% | $93.23/bbl |
| Walmart | −9.2% | Earnings miss |
FactSet forecasts. The multiple has already compressed from roughly 23.1× last October, so profits—not re-rating—now carry the bull case.
Market snapshot: August 20, 2026, 13:02 EDT (19:02 CEST), while Nasdaq trading was open. Prices are U.S. dollars.
Amazon has the larger base and a 3.8-point margin lead. Alphabet has the faster growth rate.
| Signal | GOOGL | AMZN |
|---|---|---|
| Consensus | Strong Buy | Strong Buy |
| Rating split | 46 strong buy · 13 buy · 5 hold | 43 strong buy · 15 buy · 2 hold |
| Target range | $340–$515 | $230–$405 |
| Fresh action | Bernstein Hold, $385 | Rosenblatt Buy, $335 |
| Google Cloud | 82% revenue growth |
| Company revenue | 24% growth to $119.80B |
| Operating income | 30% growth to $40.77B |
| Valuation | Similar target upside to AMZN at a lower multiple |
Reported net income included a $77.1B after-tax equity gain. Forward earnings are the cleaner comparison.
Sources: Alphabet and Amazon SEC-filed June-quarter results; StockAnalysis quote, valuation, price-history and analyst pages; Rosenblatt coverage reported by The Fly via TipRanks. Calculations use unrounded figures where available. Market data observed August 20, 2026, 13:02 EDT (19:02 CEST).
| View | Target | Upside from $103.97 |
|---|---|---|
| KeyBanc · Buy | $145 | +39.5% |
| Bernstein · Buy | $142 | +36.6% |
| UBS · Buy | $141 | +35.6% |
| Consensus · Buy | $137.98 | +32.7% |
| Oppenheimer · Hold | $111 | +6.8% |
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.
| 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% |
