Analyst news

• PayPal’s Board Reportedly Called $60.50 a Share Inadequate. The Stock Trades at $56.

  25-07-2026 23:00 via rocketnews.com
  
  PayPal has received a $60.50-per-share cash offer valuing the company at over $53 billion from payments company Stripe and private equity firm Advent International. According to multiple reports, the company’s board has viewed this bid as insufficient and questioned whether it merits opening formal negotiations.
  Three distinct valuations have emerged regarding PayPal’s worth. The acquisition offer stands at $60.50 per share with approximately $50 billion in committed bank financing,
  
  Read more

• IBM stock craters 25%, the worst day on record, after company issues second-quarter earnings warning

  25-07-2026 23:00 via rocketnews.com
  
  International Business Machines experienced a severe stock decline on Tuesday, with shares dropping 25% after the company released preliminary second-quarter results that fell short of market forecasts. The decline represented the worst trading day in the company’s history since records began tracking activity in 1968, surpassing the previous record set on October 19, 1987, when shares fell 23.7%.
  The company reported adjusted earnings of $2.93 per share on revenue of $17.2 billion, both
  
  Read more

• ASML shares fall after hiking sales forecast for second time this year on strong AI chip demand

  25-07-2026 13:02 via rocketnews.com
  
  ASML, Europe’s most valuable company and the world’s sole manufacturer of extreme ultraviolet lithography machines, increased its financial projections for the second time in the year following better-than-anticipated quarterly performance. The Dutch semiconductor-equipment maker lifted its full-year sales forecast to between 43 billion euros and 45 billion euros from a previous range of 36 billion to 40 billion euros, while also raising its gross margin expectations to between 54%
  
  Read more

• Ziggi’s Coffee taps Noodles vet as growth chief

  25-07-2026 13:01 via rocketnews.com
  
  Ziggi’s Coffee announced the appointment of Stacey Pool to the position of chief growth officer. Pool brings extensive marketing and branding experience from her previous roles, most recently serving as chief marketing officer at FullSpeed Automotive, a franchised system operating approximately 900 units.
  Pool previously held the role of chief marketing officer at Noodles & Company for a four-year period that concluded in 2024. During her tenure there, she focused on improving guest l
  
  Read more

• Advertisement

• UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs

  25-07-2026 13:01 via rocketnews.com
  
  UnitedHealth Group reported second-quarter results that surpassed analyst forecasts, prompting the company to elevate its 2026 adjusted earnings outlook. The revised guidance projected earnings between $19.50 and $20 per share, an increase from the prior forecast of more than $18.25 per share. The company maintained its full-year revenue guidance of greater than $439 billion, though Chief Financial Officer Wayne DeVeydt indicated the company expected to exceed that target based on quarterly per
  
  Read more

• Tesla just lost a near-free money stream worth $2.76 billion a year after Trump rolled back fuel economy standards

  25-07-2026 13:01 via rocketnews.com
  
  Tesla experienced a significant decline in revenue from automotive regulatory credits following recent regulatory changes implemented by the Trump administration. In the second quarter of 2026, the company reported $146 million in credit revenue, a dramatic decrease from the $400-500 million per quarter the company had been generating in 2025, and far below the $2.76 billion the credits generated for the entirety of 2024.
  The collapse of this revenue stream stems from the Working Families Tax C
  
  Read more

• Super Micro surges 15% on new order and margin disclosure after SpaceX announcement

  25-07-2026 13:01 via rocketnews.com
  
  Super Micro Computer saw its shares rise following a preliminary business update in which the company raised its margin expectations for the June quarter. The server manufacturer indicated its gross margin and adjusted gross margin would fall between 15% and 17%, representing a significant increase from the 8.2% to 8.4% range previously communicated in May.
  The company attributed the margin improvement to favorable shifts in customer and product mix. Super Micro has benefited from sustained dem
  
  Read more

• Netflix stock falls as earnings forecast disappoints, company says it will give fewer engagement updates

  25-07-2026 13:01 via rocketnews.com
  
  Netflix reported second-quarter results that largely met analyst expectations, with revenue of $12.56 billion representing 13% year-over-year growth and net income of $3.40 billion, or 80 cents per share. The company attributed revenue increases to membership expansion, subscription price adjustments implemented earlier in the year, and growing advertising revenue. However, the stock declined more than 7% in subsequent trading as investors reacted negatively to the company’s earnings fore
  
  Read more

• Advertisement

• Morgan Stanley posts record quarterly revenue and profit as equities trading surges 69%

  25-07-2026 13:01 via rocketnews.com
  
  Morgan Stanley posted record quarterly results, with net profit climbing 58% year-over-year to $5.58 billion and total revenue advancing 27% to $21.35 billion, according to results released on Wednesday.
  The standout performance was driven by a dramatic surge in equities trading revenue, which reached a record $6.3 billion—roughly $1.9 billion above analyst expectations tracked by StreetAccount. The company attributed strength across its equities business globally, highlighting particular
  
  Read more

• Google just posted the biggest profit in its history — but two-thirds of it was money it hasn’t actually made yet

  25-07-2026 13:01 via rocketnews.com
  
  Alphabet, Google’s parent company, announced its largest quarterly profit on record at $112.1 billion for the three-month period ending in June, a nearly fourfold increase from $28.2 billion in the comparable prior-year quarter. However, approximately $77.1 billion of this profit derived from gains on investments that had appreciated in paper value but had not yet been converted to cash through sales.
  The company’s substantial artificial intelligence infrastructure investments are c
  
  Read more

• GM beats on earnings, raises guidance amid ‘resilient’ consumer, pricing

  25-07-2026 13:01 via rocketnews.com
  
  General Motors announced raised earnings guidance for 2026 following better-than-expected second-quarter results, driven primarily by strong performance in its North American operations. The Detroit automaker increased its full-year adjusted earnings before interest and taxes guidance to between $14 billion and $16 billion, up from a prior range of $13.5 billion to $15.5 billion. Adjusted earnings per share guidance was also raised to between $12 and $14, compared with the previous range of $11
  
  Read more

• Clearwater Paper launches recycled paperboard line in US

  25-07-2026 13:01 via rocketnews.com
  
  Clearwater Paper Corporation introduced the Circa paperboard line to the United States market, marking an expansion of the company’s product offerings in the recycled paperboard segment. The launch came through a partnership with Greenpaper and represented a strategic move to address customer demand for sustainable packaging solutions alongside the company’s existing premium offerings.
  The Circa range comprises two primary product lines designed for distinct applications. Circa Cart
  
  Read more

Follow @news_analyst on Twitter!