CFRA Research

Global leader in institutional-grade independent equity research through sophisticated forensic analysis and broad fundamental equity research.

[Lowry Research @LowryResearch]

Small-cap stocks continue to strengthen, supported by new highs in market breadth and relative performance. With this positive backdrop, @LowryResearch screened for companies in the #SPSmallCap600 that are showing increasing #demand and attractive #technical chart setups.

[Lowry Research @LowryResearch]

.@LowryResearch highlights stocks such as #WillScotHoldingsCorporation ($WSC), #MolinaHealthcare ($MOH), and #Carter's Inc. ($CRI). Follow us for more #SmallCap #winners.
https://t.co/tpZ2tOkFxr

[Schwab Network @SchwabNetwork]

Broadcom (AVGO) is pulling back, dragging several other names lower with it.

@DaveN007 of @TheFuturumGroup and @AngeloZino of @cfraresearch discuss “dull guidance” from $AVGO, market expectations for AI and the broader chip trade.

For more market news, tune in at: https://t.co/sZO7mfqRjT

[CFRA Research @cfraresearch]

While software represents a significant share of the BDC market, leading firms note that many software portfolio companies face limited AI-disruption risk. Join @AniketCFRA & Sourav Srimal, Chief Growth Officer at @SOLVEfixdincome, for this in-depth conversation.

[Aniket Ullal @AniketCFRA]

Join Sourav Srimal, Chief Growth Officer at @SOLVEfixdincome, and me on June 03 as we discuss the evolving private credit landscape and the role of business development companies. https://t.co/JYSJbajTqF

[Lowry Research @LowryResearch]

Each mentioned #SP100 stock holds a 4-STAR (#Buy) rating within @cfraresearch 's Fundamental Equity Ranking System: #GoldmanSachs ($GS), #Walmart Stores ($WMT), and #UnionPacific ($UNP). https://t.co/lcoXzuQ7SZ

[Lowry Research @LowryResearch]

With #Technology driving the gains, many stocks, especially those tied to #semiconductors, appear stretched. @LowryResearch highlights three #SP100 stocks for investors to consider, as they are poised for a potential #breakout, even amid possible profit-taking.

[Adam Shapiro @Ajshaps]

🚀 Is NVIDIA STILL cheap before earnings?

@cfraresearch Sr. Equity Analyst @AngeloZino says NVDA could have “ample upside” ahead as AI spending surges and Rubin becomes the next growth engine.

We break down:
🔥 Blackwell demand
🔥 China risks
🔥 AI agents
🔥 Margins & valuation

Read 👉 https://t.co/RCs5N881sm

Watch now 👇
#Nvidia #NVDA #AIStocks #StockMarket

[TheStreet @TheStreet]

What to overweight, what to avoid, and the risk no one’s pricing in - @StovallCFRA goes rapid‑fire on his portfolio playbook. 💰

#investing #stockmarket #portfolio

[Yahoo Finance @YahooFinance]

Greg Abel “has big shoes to fill,” CFRA Research vice president of equity research Cathy Seifert says, adding: “I think Berkshire Hathaway, in general, needs to do a better job telling its story.”

[TheStreet @TheStreet]

CFRA Chief Investment Strategist @StovallCFRA explains why selling in May could cost you the 16% rebound that follows - and how to stay positioned for it:

#investing #stockmarket #stocks

[Schwab Network @SchwabNetwork]

Will the old trading adage "sell in May and go away" hold up?

@StovallCFRA presents his latest economic research on market performance trends.

He talks to some of his firm's recent upgrades, including $WST, $STM and $DLR.

For more: https://t.co/mYn8ZLL5HI

[Sam Stovall @StovallCFRA]

Looking ahead, continued earnings strength in key sectors, solid #GDP growth near 3.5%, and stable labor data support a constructive outlook. For more information, visit @cfraresearch at https://t.co/uFrxj5BQ0I

[Sam Stovall @StovallCFRA]

The index now sits 14% above its recent low, with new highs across large-, mid-, small-cap, and global markets. The rally is being driven by #StrongerThanExpected earnings, with Q1 2026 EPS growth estimates #doubling and full-year forecasts rising.

[Schwab Network @SchwabNetwork]

.@RunnymedeCap and @cfraresearch's Arun Sundaram discuss what stands out to them in $AMZN's quarterly earnings and how elevated expectations for the company are weighing on the stock, with @DianeKingHall.

AWS reported Q1 2026 revenue of $37.6 billion, a 28% year-over-year increase, marking its fastest growth in 15 quarters.

For more market news, tune in at: https://t.co/G6rBtZMeQX

[Aniket Ullal @AniketCFRA]

Great to join @BNNBloomberg to discuss three #ETFs amid global turmoil.
https://t.co/UOiuDXmsgn

[Schwab Network @SchwabNetwork]

.@cfraresearch's @AngeloZino thinks $GOOGL is best-positioned among the Mag 7 companies reporting this week.

He views $META as the one with the most to prove, as it doesn’t have a cloud business and must show that its AI monetization story can really play out.

For more market news, tune in at: https://t.co/RZ2JkzUFlb

[الشرق بلومبرغ تكنولوجيا @AsharqTech]

نائب الرئيس ومحلل أول للأسهم في CFRA Research، أنجيلو زينو لـ "الشرق":

📌التركيز انتقل من تدريب نماذج الذكاء الاصطناعي إلى عصر وكلاء الذكاء الاصطناعي (برامج ذكية تنفذ المهام فعلياً)

📌 شركات Intel و AMD و ARM ستجني ثمار المرحلة المقبلة من الذكاء الاصطناعي

🔴 تابعوا اقتصاد الشرق للمزيد

@mfathy_tw

[Lowry Research @LowryResearch]

Each stock—#AdvancedMicro ($AMD), #MorganStanley ($MS), and #TraneTechnologies ($TT)—carries a 4- or 5-star rating in @cfraresearch system. https://t.co/samhkYZDeb

[CFRA Research @cfraresearch]

@AngeloZino, equity analyst & senior vice president at @cfraresearch joined @BNNBloomberg to discuss #TimCook stepping down as #Apple's CEO. Watch the replay below. https://t.co/hnCA1KyjAg

[Ken Leon @LeonCFRA]

Major U.S. banks report Q1 results this week, and despite a 12% YTD sector pullback on geopolitical fears, the fundamentals tell a different story. Watch my full video to learn more. https://t.co/Pzew3EQXGA