01/2701/2801/2901/3002/0202/0302/04

Thursday, 05 February 2026

02/0602/09

Tech sell-off weighs on Wall Street – DAX trapped in sideways mire – Crypto panic & AI investment fears dominate the trading floor – Affordable Wegovy copy from Hims & Hers boosts stocks and puts Novo Nordisk under pressure - Tower Semiconductor benefits from AI hype through strategic alliance with NVIDIA on optical modules – Alphabet's AI investments scare off investors and drag tech giants into the red - Flight from risk assets pushes Bitcoin below $70,000

Infineon Technologies
   

Infineon aims to raise AI revenues to 15% of sales quota. A winner of the high Alphabet capex for 2026?

Reservoir Media
   
Marvin Herzberger

Roth Capital Sees 100% Price Potential - Is the Breakout from Consolidation Near?

   
Broadcom

Top Winner from Alphabet's 185 Billion USD AI Infrastructure Spending!

Jörg Meyer
Seaboard

Pork, Containers, Energy – the underrated Conglomerate from the USA

e.l.f. Beauty

Exponential Growth and Forecast Upgrade After Strong Q3!

Cirrus Logic

Cirrus Logic benefits from the new iPhone 17 cycle and aims to double PC revenues!

Stocks in Action: GEA Group, Hannover Rück, Rational, Salzgitter, MLP

FormFactor
   

High Growth Rates through Specialization in Test and Measurement Solutions!

Tobias Lämmle

TOP-5 Analyst Price Targets on February 5, 2026

   
Duolingo

Why Duolingo Deserves a second chance Now

David Engelhardt
Eli Lilly

The Takeover! Eli Lilly Ascends the Pharmaceutical Throne and Leaves Novo Nordisk in the Dust!

DAX Shows Declines Ahead of Upcoming ECB Meeting - RATIONAL in Demand After Strong Numbers - Salzgitter Benefits from Deutsche Bank Buy Rating - GEA Group Firm After Metzler Study - Qualcomm Disappoints with Weak Outlook - Alphabet Reports Record Results Thanks to AI Boom, Record Investments Lead to Declines!

American Superconductor

American Superconductor: Transformation from Niche Provider to Broader Industry Player

Uber Technologies
   

Fear of Waymo and Tesla? Is the Market Mistaken and is Uber's Profit Miss the Buying Opportunity of the Year?

SAP
   

SAP: Why the Sell-off Presents a Opportunity . NVIDIA CEO Huang Does Not See the Software Industry Being Disrupted!

ARM Holdings
   
David Engelhardt

Arm Holdings: AI Boom Meets Seasonal Headwinds

   
QUALCOMM

Qualcomm: The Memory Shortage is a temporary Problem

Andreas Zehetner
Ameriprise Financial

Retirement Boom Meets Economies of Scale: Why Ameriprise Financial Will Get Long-Term Tailwinds

Phibro Animal Health

The stock of Phibro Animal Health raises the annual forecast and breaks out with an up-gap towards annual high!

Alphabet

Power Display with a Price Tag! Alphabet Delivers Dream Numbers and Shocks with Massive Cost Explosion!

QUALCOMM
   

Qualcomm Beats Expectations – But a Bottleneck Slows the Party

DEVON ENERGY
   

Devon Energy: The Cash Flow Machine in the Energy Storm

Thorsten Reich

Xi emphasizes red lines on Taiwan - Alphabet with gigantic investment bet - Qualcomm beats expectations - Snap surprises with strong Q4 - Anthropic deliberately positions Claude ad-free and attacks OpenAI - Arm drops after-hours

Commentary on our rankings

Pivotal Points
   
Sally Beauty Holdings

Pivotal Point Tracking Sally Beauty Holdings (SBH): 50% Gross Margin and digital transformation Unleash New Price Potential - Raymond James Raises Price Target to $19!

Pivotal Points
   
Neogen

Pivotal-Point Tracking Neogen (NEOG): Margin Expansion to 47.5% and Forecast Upgrade - Automation in Food Inspection Shortens Testing Cycles and Reduces Costs!

Pivotal Points
   
Eli Lilly

Eli Lilly (LLY) in Pivotal Point Check: Pharmaceutical Giant Breaks Trillion-Dollar Mark - 43% Revenue Increase and Mega Outlook for 2026 Makes Rival Novo Nordisk Look Old!

Industries and Sectors
   
Darling Ingredients

Green Gold from Waste! Darling Charges Forward with Recycling and Collagen Offensive!

01/2701/2801/2901/3002/0202/0302/04

Thursday, 05 February 2026

02/0902/06