Kennametal (KMT) Upgraded to Buy: Here's Why — Positive

KMT   Zacks Investment Research — July 21, 2025

Kennametal (KMT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

image for news Kennametal (KMT) Upgraded to Buy: Here's Why

atai Life Sciences (ATAI) Upgraded to Strong Buy: Here's Why — Positive

ATAI   Zacks Investment Research — July 21, 2025

atai Life Sciences (ATAI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

image for news atai Life Sciences (ATAI) Upgraded to Strong Buy: Here's Why

Applied Materials (AMAT) Upgraded to Buy: Here's What You Should Know — Positive

AMAT   Zacks Investment Research — July 21, 2025

Applied Materials (AMAT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

image for news Applied Materials (AMAT) Upgraded to Buy: Here's What You Should Know

Triple Flag (TFPM) Upgraded to Buy: What Does It Mean for the Stock? — Positive

TFPM   Zacks Investment Research — July 21, 2025

Triple Flag (TFPM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

image for news Triple Flag (TFPM) Upgraded to Buy: What Does It Mean for the Stock?

All You Need to Know About Century Therapeutics (IPSC) Rating Upgrade to Strong Buy — Positive

IPSC   Zacks Investment Research — July 21, 2025

Century Therapeutics (IPSC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

image for news All You Need to Know About Century Therapeutics (IPSC) Rating Upgrade to Strong Buy

Does Acadian Asset Management (AAMI) have what it takes to be a top stock pick for momentum investors? Let's find out.

image for news Are You Looking for a Top Momentum Pick? Why Acadian Asset Management (AAMI) is a Great Choice

Bank7 (BSVN) Upgraded to Buy: Here's What You Should Know — Positive

BSVN   Zacks Investment Research — July 21, 2025

Bank7 (BSVN) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

image for news Bank7 (BSVN) Upgraded to Buy: Here's What You Should Know

Apple plans to release a foldable iPhone — Positive

AAPL   CNBC Television — July 21, 2025

CNBC's Steve Kovach with the latest details on Apple's plan for a foldable iPhone.

image for news Apple plans to release a foldable iPhone

Sticky Inflation Is Back In Focus: Time To Consider High Yields — Neutral

ARCC  BIZD  BX  BXSL  JPM  MAIN  O  VZ  WFC  XLRE   Seeking Alpha — July 21, 2025

With inflation sticky and rate cuts unlikely in 2024, investors should consider repositioning into high-yield stocks to offset volatility. Ares Capital (ARCC) and Blackstone Secured Lending (BXSL) offer strong fundamentals, high yields, and benefit from higher-for-longer interest rates. Verizon (VZ) and Realty Income (O) provide attractive yields and blue-chip stability, despite near-term headwinds from elevated rates.

image for news Sticky Inflation Is Back In Focus: Time To Consider High Yields

Marriott International: A Wonderful Company At A Fair Price — Positive

MAR   Seeking Alpha — July 21, 2025

Marriott International is a high-quality, industry-leading hotel group trading at a fair price, making it an attractive investment opportunity. The company has significantly outperformed the S&P 500 over the past decade, despite not being in the tech sector. Marriott's capital-light business model, focused on franchise and management fees, drives strong returns and reduces risk.

image for news Marriott International: A Wonderful Company At A Fair Price

A. O. Smith Set to Report Q2 Earnings: Is a Beat in Store? — Neutral

AOS   Zacks Investment Research — July 21, 2025

AOS eyes an earnings beat in Q2 2025, backed by boiler demand and water treatment growth despite global headwinds.

image for news A. O. Smith Set to Report Q2 Earnings: Is a Beat in Store?

DocuSign's IAM: Automating Agreements, Redefining Enterprise — Positive

DOCU   Zacks Investment Research — July 21, 2025

DOCU's AI-powered IAM platform is transforming agreement workflows through deep Microsoft and Salesforce integrations.

image for news DocuSign's IAM: Automating Agreements, Redefining Enterprise

LexinFintech (LX) Now Moving Over 10% Higher Today — Neutral

LX   24/7 Wall Street — July 21, 2025

The CEO also announced he would buy up to $10 million worth of stock over the next 12 months.

image for news LexinFintech (LX) Now Moving Over 10% Higher Today

Can Tesla's Energy & Services Units Aid Its Earnings This Season? — Positive

TSLA   Zacks Investment Research — July 21, 2025

TSLA's Q2 may get a lift from surging energy deployments and rising service profits as EV sales falter.

image for news Can Tesla's Energy & Services Units Aid Its Earnings This Season?

Otis Worldwide to Report Q2 Earnings: Here's What Investors Must Know — Neutral

OTIS   Zacks Investment Research — July 21, 2025

OTIS eyes Q2 sales growth on strong service demand, but inflation and weak new equipment volumes are likely to have weighed on margins.

image for news Otis Worldwide to Report Q2 Earnings: Here's What Investors Must Know

Is StoneCo's 2027 TPV Target Achievable Amid Rising Competition? — Positive

STNE   Zacks Investment Research — July 21, 2025

STNE targets R$670B MSMB TPV by 2027, banking on cross-sell strength and PIX adoption amid stiff market competition.

image for news Is StoneCo's 2027 TPV Target Achievable Amid Rising Competition?

Stride Stock Tumbles 9% in Past Month: Should You Buy the Dip or Wait? — Negative

LRN   Zacks Investment Research — July 21, 2025

LRN's stock slides 9% on a key contract loss, but 20% enrollment growth and strong fundamentals may hint at long-term upside.

image for news Stride Stock Tumbles 9% in Past Month: Should You Buy the Dip or Wait?

Buy, Sell or Hold ServiceNow Stock? Key Tips Ahead of Q2 Earnings — Negative

NOW   Zacks Investment Research — July 21, 2025

Although NOW's strong portfolio and rich partner base are noteworthy, tariffs and stretched valuation are major concerns ahead of Q2 earnings.

image for news Buy, Sell or Hold ServiceNow Stock? Key Tips Ahead of Q2 Earnings

Will Strategic Use of ADESA Infrastructure Support Carvana's Goal? — Neutral

CVNA   Zacks Investment Research — July 21, 2025

CVNA is leveraging ADESA's infrastructure and underused assets to scale operations toward its 3 million car sales goal.

image for news Will Strategic Use of ADESA Infrastructure Support Carvana's Goal?

I reiterate my Buy rating on Zimmer Biomet Holdings, Inc., setting a fair value of $133 per ZBH share due to strong business acceleration opportunities. The Monogram Technologies acquisition could significantly enhance Zimmer's knee robotics, positioning it to better compete with Stryker through advanced autonomous technology. Paragon 28's integration is on track and expected to boost Zimmer's foot and ankle portfolio, contributing to topline growth in a fast-expanding market.

image for news Zimmer Biomet Q2 Preview: Combining Monogram Autonomous Robotics With ROSA