Dec 31, 2025 • Benzinga
SOMEWHAT-BULLISH
Down But Not Out: 5 AI Laggards From 2025 That Could Explode In 2026
This article identifies five AI or AI-adjacent stocks that underperformed in 2025 but are poised for significant growth in 2026, according to analysts. These companies include Apple, Adobe, Palo Alto Networks, Airbnb, and Target, each with specific catalysts like new product launches, strong AI tool adoption, cybersecurity trends, improved brand monetization, and strategic AI partnerships. The article highlights their current valuations and analyst price targets, suggesting they offer substantial upside.
Dec 31, 2025 • MarketBeat
BULLISH
Alphabet Inc. $GOOG is Kempner Capital Management Inc.'s 5th Largest Position
Kempner Capital Management Inc. reduced its stake in Alphabet Inc. by 46.6% in Q3, holding 15,960 shares valued at $3.887 million, making it their 5th largest position. Despite this reduction, Wall Street analysts maintain a "Buy" consensus with an average target price of $313.04, following strong Q3 earnings and the initiation of a quarterly dividend. The company also faces positive sentiment due to Google Gemini adoption, cloud momentum, AI infrastructure advancements, and recent analyst upgrades, although regulatory risks related to DEI policies remain a concern.
Dec 31, 2025 • MarketBeat
NEUTRAL
Meritas Wealth Management LLC Cuts Stock Position in Apple Inc. $AAPL
Meritas Wealth Management LLC reduced its stake in Apple Inc. by 9.8% in Q3 2025, selling 4,415 shares and ending the period with 40,611 shares valued at $10.34 million. Despite this trimming, Apple remains the firm's seventh-largest position, representing 5.1% of its portfolio. While insiders have been net sellers, institutional ownership remains high, and Apple reported strong earnings and pays a quarterly dividend.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
HP Inc. Is Quietly Going Off: Is This Boring Tech Stock Your Next Power Play?
HP Inc. (HPQ) is highlighted as a potentially undervalued "boring" tech stock with significant upside, driven by steady profits, substantial share buybacks, and a strong dividend. The article also points to HP's strategic entry into AI-powered PCs and creator-focused laptops, positioning it as a quiet backbone of the AI hardware world. Despite not being a viral "meme stock," HPQ is presented as a solid investment for long-term thinkers focused on compounding returns and value.
Dec 31, 2025 • AD HOC NEWS
NEUTRAL
The Truth About HP Inc: Viral Hype, Price Drops, And Whether You Should Actually Buy In
HP Inc is gaining viral attention on platforms like TikTok due to significant price drops and solid performance, making its products appealing for students, remote workers, and casual gamers. While not suitable for high-end professional use in its entry-level machines, HP is firmly positioned as a strong contender in the value-for-money tech market, competing closely with Lenovo and Dell. From a stock perspective, HPQ is considered a stable, cash-flow tech company rather than a high-growth "meme stock," making it suitable for long-term investors seeking dividend-friendly options.
Dec 31, 2025 • MarketBeat
NEUTRAL
Arvest Investments Inc. Has $6.34 Million Holdings in Apple Inc. $AAPL
Arvest Investments Inc. increased its stake in Apple Inc. by 23.4% in the third quarter, bringing its total holdings to $6.34 million. This move is part of broader institutional investor activity in Apple, with several other hedge funds also adjusting their positions. The article also highlights recent insider stock sales, Apple’s financial performance, and analysts' varying price targets and ratings for the company.