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Weekly Recap: Alkermes Q2 2026 report and Needham raises target

Alkermes Public Limited Company (NASDAQ:ALKS) will report Q2 2026 results and host an earnings call and webcast on July 28 at 8:00 a.m. ET, as Needham reiterates a Buy and nudges its 1-year price target to $62 from $61, signaling cautious optimism ahead of the update.Previous Week Recap…

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Weekly Recap: ADTRAN S‑3ASR filing and Goldman Sachs 3% voting stake

ADTRAN Holdings (NASDAQ:ADTN) disclosed an S-13ASR and Article 50 notice after filings appeared on its site and EQS, while Goldman Sachs crossed a 3% voting threshold; ADTRAN also won a contract to supply gear for Oso Internet Solutions’ fiber build across Ramah Navajo Reservation.Previous Week Rec…

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Weekly Recap: 2026 impairments & charges and ArcBest consolidation, cuts

ArcBest Corporation (NASDAQ:ARCB) disclosed sizable Q2 non‑cash impairments (~$76.5M) and plans $6–7M in Q3 cash exit costs as it consolidates MoLo, Panther and ArcBest Tech, trims ~3% of roles/centers to save ~$40M annually, while Truist raises its price target to $165.Previous Week Recap…

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Weekly Recap: The Odyssey record opening and Flagler Estates broadband

Comcast (NASDAQ:CMCSA) said Universal’s post‑Oppenheimer release of Christopher Nolan’s The Odyssey delivered a record early opening that revived demand for premium theatrical releases, while the company also expanded Xfinity and Comcast Business broadband to 1,500+ Flagler Estates locations, conne…

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Weekly Recap: 2028 targets raised and Arai Fab 6 to 300mm silicon photonics

Tower Semiconductor Ltd (NASDAQ:TSEM) raised its 2028 targets to $3.6B revenue and $1.2B net income while announcing conversion of Arai Fab 6 to 300mm silicon photonics and advanced packaging to boost capacity and unit economics, sending U.S.-listed shares up over 18% premarket.Previous Week Recap…

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Weekly Recap: U.S. probe into Coupang breach and Seoul court halts FTC control

Coupang, Inc. Class A (NYSE:CPNG) is under U.S. and cross-border scrutiny after South Korean police revealed a data breach affecting about 34 million accounts—far above the company’s initial estimate—while a Seoul court paused an FTC move labeling founder Kim Bom a controller pending litigation out…

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Weekly Recap: Vontier Q2 results webcast and KeyBanc cuts target to $35

Vontier Corp (NYSE:VNT) will report Q2 2026 results and host a conference call/webcast Aug. 6 at 8:30 a.m. ET with materials released that morning; KeyBanc reiterated an overweight but trimmed its price target to $35 from $40, leaving other coverage unchanged.Previous Week Recap This is…

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Weekly Recap: Vistra clears 10,924.4 MW and Scotiabank raises target $298

Vistra Corp. (NYSE:VST) cleared roughly 10,924 MW in PJM’s 2028/29 capacity auction at a $325/MW-day weighted price across multiple zones, while Scotiabank kept a Sector Outperform rating and nudged its price target up to $298, signaling confidence in the company’s revenue outlook.Previous Week Rec…

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Weekly Recap: Tonix nets 9M Medicare and mpox IIb less virulent in mice

Tonix Pharmaceuticals (NASDAQ:TNXP) has bolstered TONMYA coverage to roughly 145M lives with payer deals adding ~9M Medicare lives and Part D from 2027, while a Journal of Virology study identified murine models and lower virulence of 2022 mpox clade IIb—supporting testing of TNX-801.Previous Week…

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Weekly Recap: Vitalone added to Cheniere board and TD Cowen raises target

Cheniere Energy, Inc. (NYSE:LNG) strengthened its leadership by adding former McKesson CFO Britt Vitalone to its 10-member board and key committees, while TD Cowen reiterated a Buy and nudged its price target to $280, reflecting upbeat valuation and outlook for the stock.Previous Week Recap…

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Weekly Recap: Sale of three hotels for $437.5M and Rule 202 defense

Braemar Hotels & Resorts (NYSE:BHR) said it sold three luxury properties for $437.5M in cash on July 14, 2026 as part of capital recycling and portfolio optimization, and vowed to defend against a Texas Rule 202 petition seeking depositions of two former directors, saying there is no basis for wron…

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Weekly Recap: Supply-chain exposure and S&P Global Tier 1 listing

Canadian Solar (NASDAQ:CSIQ) won Tier 1 cleantech rankings for PV modules and battery storage, boosting its market credibility, yet remains vulnerable to supply-chain shocks and rising freight and commodity costs tied to Strait of Hormuz tensions.Previous Week Recap This is an AI-genera…

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Weekly Recap: SBAC $3.5B notes issuance and Q2 2026 results

SBA Communications Corp. Class A (NASDAQ:SBAC) priced $3.5B in senior notes to refinance debt while preparing Q2 2026 results and an Aug. 3 conference call, and saw a Wells Fargo upgrade to Overweight that traders say could lift demand and trading volume.Previous Week Recap This is an A…

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Weekly Recap: Sandersville 20-Year Triple-Net Lease and June BTC Mining

Cleanspark (NASDAQ:CLSK) booked a 20-year triple-net lease for 175 MW at Sandersville with an investment-grade tenant—forecasting ~$6.6B revenue and ~$330M annual NOI starting deliveries in Q4 2027—while mining 614 BTC in June (holding 13,924 BTC) as brokers raise targets.Previous Week Recap…

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Weekly Recap: Sun Pharma proxy disclosures and Q2 2026 filings, calls suspended

Organon & Co. (NYSE:OGN) will add disclosures to its proxy after a New Jersey lawsuit sought to block the July 23 shareholder vote on the Sun Pharma merger—denied by Organon—while preparing Q2 2026 Form 10-Q and an 8-K with GAAP and non‑GAAP reconciliations as earnings calls stay suspended.Previous…

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Weekly Recap: Subscription outlook and Rising AI and federal demand

Analyst says ServiceNow (NYSE:NOW) enters Q2 well positioned after prior software weakness, forecasting ~21% subscription growth—helped by ~2.25 ppt from acquisitions—as rising enterprise and improving federal demand ties its platform to AI and cybersecurity spending.Previous Week Recap…

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Weekly Recap: TD Cowen raises Twilio target and Twilio Q2 report Aug 6

TD Cowen kept a Buy on Twilio, raising its price target to $245 from $210, as investors look ahead to TWLO’s Q2 2026 results due after the close Aug. 6 with a 2:00 p.m. PT / 5:00 p.m. ET call and webcast replay expected to clarify outlook.Previous Week Recap This is an AI-generated summ…

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Weekly Recap: Total client assets $153.9B and 2Q26 results release Jul 30

Virtus Investment Partners (NYSE:VRTS) reported $153.9B in total client assets as of June 30, 2026, with preliminary average AUM of $153.3B, and will announce 2Q 2026 results before markets on July 30 followed by an investor call and webcast at 10:00 AM ET.Previous Week Recap This is an…

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Weekly Recap: Target increases on PACCAR and $0.35 quarterly dividend

Analysts reiterated confidence in PACCAR Inc (NASDAQ:PCAR) as JPMorgan kept an Overweight stance and raised its target to $155 while Morgan Stanley held Equal-Weight and lifted its target to $113, and the company announced a $0.35 quarterly dividend payable Sept. 2, 2026.Previous Week Recap…

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Weekly Recap: Securities class action and Oregon rural broadband contracts

Calix, Inc. (NYSE:CALX) won major Oregon rural broadband contracts to deploy its AI-native Calix One, Agent Workforce Cloud and SmartMDU to boost operations, even as the company faces a securities class action over disclosures tied to its advanced memory purchasing program with a July 27, 2026 fili…

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