TFC
Truist FinancialDDocument history
Earnings documents stored for TFC.
Investor releaseQuarter not tagged2026-05-28NVIDIA Corporation (NVDA) Stock Update: Truist Raises Target to $307 Following Strong Quarter
Insider Monkey
NVIDIA Corporation (NVDA) Stock Update: Truist Raises Target to $307 Following Strong Quarter
We recently compiled a list of the 10 Most Widely Held Stocks by Individuals in 2026. NVIDIA Corporation (NASDAQ:NVDA) is one of the most widely held stocks by individuals in 2026. TheFly reported on May 21 that Truist increased its price target on NVDA to $307 from $287 while maintaining a Buy rating on the stock. The firm said the company delivered a strong quarterly performance with results exceeding expectations and an improved outlook. It noted that demand trends remain firm and growth momentum is accelerating rather than slowing. Truist also emphasized its view that artificial intelligence expansion is still in an early phase, not a speculative bubble, and highlighted expectations for substantial long-term industry growth, with AI market expansion projected to reach multi-trillion-dollar levels by 2030 under continued high growth rates. Separately, today, on May 22, it was reported that Taiwanese authorities have detained three individuals in connection with allegations of document forgery linked to the unauthorized export of NVIDIA Corporation (NASDAQ:NVDA) chips. The case involves shipments reportedly intended for destinations including China, Hong Kong, and Macau, in violation of U.S. export control regulations. Officials said the activity covered approximately 50 servers containing restricted semiconductor components. The suspects were taken into custody on Wednesday as part of an ongoing investigation led by the Taiwan Keelung District Prosecutors’ Office. The case highlights continued enforcement efforts against illegal diversion of advanced computing hardware amid heightened global scrutiny of semiconductor supply chains and trade compliance rules. NVIDIA Corporation (NASDAQ:NVDA) is a U.S. technology company known for inventing GPUs and leading the development of AI computing and accelerated computing infrastructure. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Investor releaseQuarter not tagged2026-05-26Barclays Cuts PT on Stryker Corporation (SYK), Calls Q1 Results Mixed
Insider Monkey
Barclays Cuts PT on Stryker Corporation (SYK), Calls Q1 Results Mixed
Stryker Corporation (NYSE:SYK) is one of the best robotic surgery stocks to buy. Barclays cut the price target on Stryker Corporation (NYSE:SYK) to $394 from $469 on May 4, maintaining an Overweight rating on the shares. The firm told investors in a research note that the company’s fiscal Q1 results were mixed and below the Street’s estimates. It also stated that a “significant back-end loaded ramp” is required to attain the company’s full-year guidance for the target cut. In a separate development, Truist cut the price target on Stryker Corporation (NYSE:SYK) to $380 from $395 on April 15, reaffirming a Hold rating on the shares. The rating update came as part of a broader research note previewing fiscal Q1 results in MedTech, with the firm stating that it anticipates fiscal Q1 performances to be in line or better than what feels like an anxious investor sentiment around Q1 volumes. It further stated in a research note that a premium valuation is justified for the stock given its view of the company’s high-quality, above-average revenue growth profile. However, it also prefers to have higher conviction in EPS upside and faster earnings growth potential. Stryker Corporation (NYSE:SYK) is a medical technology company that offers products and services that help improve patient and health outcomes. Its operations are divided into the MedSurg and Neurotechnology and the Orthopedics and Spine segments. While we acknowledge the potential of SYK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.
Investor releaseQuarter not tagged2026-05-22Ross Stock Rallies After Earnings. It’s ‘Just Getting Started.’
Barrons.com
Ross Stock Rallies After Earnings. It’s ‘Just Getting Started.’
Ross shares rose Friday after the retailer delivered what one analyst called “a remarkable first-quarter beat.”
Investor releaseQuarter not tagged2026-05-20How The Community Healthcare Trust (CHCT) Story Is Evolving Around Earnings Risks And Asset Sales
Simply Wall St.
How The Community Healthcare Trust (CHCT) Story Is Evolving Around Earnings Risks And Asset Sales
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Community Healthcare Trust’s fair value price target is steady at US$18.50, with no change from the prior estimate, even as other model inputs have been refreshed. That stable target sits alongside analyst research that clusters expectations in the mid to high teens and weighs steady execution against funding and tenant risks. As you read on, you will see how these target assumptions fit into the evolving narrative around balance sheet choices, earnings resilience, and the planned asset sale. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Community Healthcare Trust. Truist maintains a Buy rating with a US$19 price target, highlighting expectations for moderate earnings growth and suggesting confidence in Community Healthcare Trust’s ability to keep earnings supported over time. Piper Sandler, with a Neutral rating and an US$18 price target, points to management’s focus on core operations and capital recycling while the company works through the planned sale of six geriatric behavioral hospitals. Evercore ISI raised its target to US$17 after what it described as a steady Q4, which aligns with the view that execution has been consistent even as the portfolio is being repositioned. Truist flags rising leverage as a concern and notes that Community Healthcare Trust could benefit from a lower cost of equity, which ties directly into how easily it can fund growth and support its balance sheet. Piper Sandler highlights ongoing issues with a troubled tenant and the pending sale of six hospitals across three states, underscoring transaction and counterparty risk while the buyer completes final due diligence. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! We've flagged 3 risks for Community Healthcare Trust. See which could impact your investment. Community Healthcare Trust declared a quarterly dividend of US$0.4800 per share, with payment scheduled for May 22, 2026. This may interest income focused investors watching near term cash flows. The dividend carries an ex date of May 11, 2026. Investors buying the stock on or after that day would no...
Investor releaseQuarter not tagged2026-05-16How The Narrative On Toll Brothers (TOL) Is Shifting As Valuation And Earnings Views Evolve
Simply Wall St.
How The Narrative On Toll Brothers (TOL) Is Shifting As Valuation And Earnings Views Evolve
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Toll Brothers is back in focus after a modest trim to its modeled fair value, with the price target moving from US$172.75 to US$168.38. That shift lines up with recent analyst commentary, where a stronger view on earnings power is being weighed against caution about where the stock currently trades. As you read on, you will see how these updated assumptions are shaping the story and what to watch as the narrative evolves. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Toll Brothers. Several firms, including BofA, UBS, Wells Fargo, Oppenheimer, Evercore ISI and RBC, recently lifted price targets into a US$161 to US$198 range. This signals confidence in Toll Brothers' earnings power and positioning in the higher income buyer segment. Truist's March initiation with a Buy rating and US$190 target frames 2026 as a weaker year for margins and demand. However, it argues Toll Brothers is undervalued relative to its return on equity potential and exposure to the luxury market. Wells Fargo and BofA highlight Toll Brothers' results and return profile versus other builders. Wells Fargo calls the company an outlier in housing and BofA points to Q1 EPS that came in above its estimates. Barclays keeps an Underweight rating even after raising its target to US$116. This signals concern that the stock may already reflect a full valuation compared with its view of the fundamentals. More recently, Truist lowered its target by US$20 and Seaport Research issued a downgrade. This indicates some caution around where the stock trades after the earlier rally and richer expectations. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! See how Toll Brothers' fair value stacks up across multiple valuation models — not just analyst targets. Toll Brothers agreed to acquire substantially all assets of Buffington Homes of Arkansas, adding nine communities and over 1,500 lots in the Fayetteville and Bentonville area to its northwest Arkansas footprint. The Board approved a quarterly cash dividend of US$0.26 per share payable April 24, 2026, a 4% increase and the sixth consecutive year of dividend...
Investor releaseQuarter not tagged2026-05-15Belden (BDC) Delivered Strong Results But Investors Are Debating The Bigger Strategy Shift
Insider Monkey
Belden (BDC) Delivered Strong Results But Investors Are Debating The Bigger Strategy Shift
With an upside potential of 34.46%, Belden Inc. (NYSE:BDC) is among the 7 Best Hardware Stocks to Buy for the AI PC Revolution. On May 1, Truist lowered the firm’s price target on Belden Inc. (NYSE:BDC) to $150 from $184 while maintaining a Buy rating on the shares. The analyst noted that Belden delivered solid Q1 results and issued favorable Q2 guidance, although the acquisition of RUCKUS Networks raised broader questions surrounding long-term strategy and capital allocation. Despite those concerns, the transaction is expected to be approximately 15% accretive to earnings per share, according to the research note. On April 30, Belden Inc. (NYSE:BDC) entered into a definitive agreement to acquire RUCKUS Networks from Vistance Networks for approximately $1.85 billion. The acquisition positions Belden as a leading provider of end-to-end IT and operational technology networking solutions. RUCKUS serves more than 48,000 global customers through an integrated portfolio of Wi-Fi, enterprise switching, and AI-driven cloud networking platforms designed for high-density, mission-critical environments. Belden stated that RUCKUS’ high-margin profile is expected to improve gross margins, adjusted EBITDA margins, and adjusted EPS immediately following the transaction. The company also expects the acquisition to accelerate long-term growth, supported by RUCKUS’ high-single-digit revenue growth, gross margins above 60%, and adjusted EBITDA margins exceeding 20%. Belden plans to prioritize debt reduction post-close, with net leverage projected to decline below 3.0x within the first full year and toward its long-term target of approximately 1.5x by 2029. The acquisition, which has been approved by both companies’ boards, is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions. Belden Inc. (NYSE:BDC) founded in 1902 and headquartered in St. Louis, Missouri, is a leading provider of network infrastructure, signal transmission systems, and fiber and copper connectivity solutions. The company serves as a critical infrastructure supplier within the AI and high-performance computing ecosystem by delivering advanced cabling, networking, and connectivity equipment essential for data center expansion, cloud computing infrastructure, and AI-driven industrial automation. Belden’s acquisition of RUCKUS significantly enhances its...
Investor releaseQuarter not tagged2026-05-14Iron Mountain Incorporated (IRM) Posts Q1 Results, Data Center Revenue Up 47% Year-Over-Year
Insider Monkey
Iron Mountain Incorporated (IRM) Posts Q1 Results, Data Center Revenue Up 47% Year-Over-Year
Iron Mountain Incorporated (NYSE:IRM) is one of the Best Data Center REITs to Buy According to Analysts.. It is an REIT that specializes in information management services, operating through its Global Records and Information Management (RIM) and Global Data Center segments. Recently, on May 1, Truist analyst Tobey Sommer raised the firm’s price target for Iron Mountain Incorporated (NYSE:IRM) from $130 to $140 and maintained a Buy rating on the shares. The rating follows the company’s fiscal Q1 2026 earnings, released on April 30. During the quarter, the company posted $1.94 billion in revenue, up 21.58% year-over-year and ahead of expectations by $74.59 million. Moreover, the GAAP EPS of $0.48 also topped the expectations by $0.06. Notably, the Data Center revenue for the quarter grew 47% year-over-year to $255 million, driven by an increase in leasing, pricing, and power ramping. Truist noted that the data center lease trend is expected to drive the stock price higher due to a larger total addressable market. The company leased 22 megawatts in Q1 and an additional 10 megawatts in April. Management expects to exceed the guidance of more than 100 megawatts. While we acknowledge the potential of IRM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Stocks to Buy While the Market Is Down and 8 Best Quantum Computing Stocks to Buy and Hold for 10 Years. Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
Investor releaseQuarter not tagged2026-05-12Analysts Raise SPX Technologies (SPXC) Price Target Following Positive Q1 Results
Insider Monkey
Analysts Raise SPX Technologies (SPXC) Price Target Following Positive Q1 Results
SPX Technologies, Inc. (NYSE:SPXC) is one of the 10 Best Industrial Stocks Benefiting from the Data Center Boom. On May 7, TheFly reported that JPMorgan increased its price target on SPX Technologies while maintaining an overweight rating on the stock following the company’s first-quarter earnings report. Earlier, on May 4, Truist also raised its price target on SPX Technologies to $261 from $251 while reiterating a Buy rating on the stock, citing the company’s positive Q1 results. In the first quarter of the year, SPX Technologies registered a 17.4% increase in revenues to $566.8 million while Adjusted EBITDA surged 22.9% to $126.1 million. SPX Technologies President and CEO Gene Lowe said the company continues to see healthy demand across its key end markets. He added: Out of 14 analyst ratings compiled by CNN, 93% rated SPX Technologies Buy, while 7% rated it Hold. As of May 8, the stock has a median price target of $267.50, a 31.88% upside from the current price of $202.84. SPX Technologies, Inc. (NYSE:SPXC) is a diversified, global supplier of highly engineered products and technologies. The company is a leader in the HVAC and detection & measurement industries. While we acknowledge the potential of SPXC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Digital Infrastructure REITs to Buy According to Analysts and 10 Best AI Stocks to Watch in May Disclosure: None. Follow Insider Monkey on Google News.
Investor releaseQuarter not tagged2026-05-11How The Story Is Shifting For Strategic Education (STRA) After Mixed Earnings And Target Cuts
Simply Wall St.
How The Story Is Shifting For Strategic Education (STRA) After Mixed Earnings And Target Cuts
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The core valuation framework for Strategic Education is largely intact, with the model fair value holding steady at US$87.0, even as published price targets in recent research have been trimmed by mid single digit dollar amounts. Those target cuts line up with analysts reacting to mixed Q4 trends, where weaker US enrollment sat alongside an EBITDA beat supported by cost controls and AI related efficiencies. Read on to see how this tug of war between enrollment risk and margin progress is shaping the evolving analyst narrative and what it could mean for how you track the stock from here. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Strategic Education. Truist kept a Buy rating while trimming its price target to US$95 from US$105, signalling that, even with more cautious assumptions, the firm still sees upside potential relative to recent trading levels. Truist highlighted Q4 EBITDA beating its expectations, pointing to cost cutting and AI related efficiencies as evidence that management is finding ways to protect profitability even as US enrollment trends remain mixed. Truist recently downgraded the stock, and BMO Capital, Truist, and Barrington have all cut price targets by mid single digit to around US$10 amounts. This suggests a more conservative stance on execution risk and valuation. The sharper than expected decline in US enrollment referenced by Truist has become a focal point for bears. They see student demand and volume visibility as key constraints on growth and on how much value they are willing to ascribe to margin gains. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! See how Strategic Education's fair value stacks up across multiple valuation models — not just analyst targets. Fair value stays at US$87.0, with no change from the prior estimate. Assumed long term revenue growth remains at 3.55%. Forecast net profit margin stays essentially unchanged at 15.54%. Assumed future P/E multiple is stable at 8.78x, compared with 8.79x previously. The discount rate remains effectively unchanged at 7.14%, compared with 7.14% previously. Narratives connect a comp...
Investor releaseQuarter not tagged2026-05-08Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings
Insider Monkey
Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings
Microsoft Corporation (NASDAQ:MSFT) is one of the best strong buy stocks to invest in according to billionaires. Truist cut the price target on Microsoft Corporation (NASDAQ:MSFT) to $575 from $675 on April 30, maintaining a Buy rating on the shares and telling investors in a research note that the company reported another solid execution quarter with Azure constant currency growth of 39% and AI revenue surpassing a $37B run rate. The firm further stated that management notes demand remains supply constrained, and investor focus remains on $190 billion of expected FY26 capex and margin pressure. However, Truist believes that this suggests a pull-forward of investment to meet supply-constrained AI demand, with returns increasingly tied to scaling usage and monetization over time. Microsoft Corporation (NASDAQ:MSFT) also received a rating update from Scotiabank on April 30. The firm cut the price target on the stock to $550 from $600 and maintained an Outperform rating on the shares, telling investors that while results for fiscal Q3 were healthy, the “full speed ahead” Q4 guidance and “all systems go” for FY27 targets were the main highlights. Microsoft Corporation (NASDAQ:MSFT) develops and supports services, software, devices, and solutions. It operates through the Intelligent Cloud, Productivity and Business Processes, and More Personal Computing segments. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.
Investor releaseQuarter not tagged2026-05-07Here is why AerCap (AER) is Among the 10 Best European Stocks That Beat Earnings Estimates to Buy
Insider Monkey
Here is why AerCap (AER) is Among the 10 Best European Stocks That Beat Earnings Estimates to Buy
AerCap Holdings N.V. (NYSE:AER) is one of the 10 Best European Stocks That Beat Earnings Estimates to Buy. On April 30, 2026, TD Cowen analyst Moshe Orenbuch raised the price target on AerCap Holdings N.V. (NYSE:AER) to $175 from $170 and maintained a Buy rating, citing a broad-based Q1 beat driven by higher gains on sale. The firm also noted that 2026 EPS guidance was raised to $14.50. Susquehanna analyst Christopher Stathoulopoulos lifted the price target to $170 from $165 with a Positive rating, saying a higher-for-longer fuel environment could pressure airline margins but pointing to AerCap’s portfolio management, aircraft supply constraints, and SLB opportunities as supportive of future lease revenue, with secondary market volatility continuing to support gains on sale. Truist also raised its price target to $161 from $159 and kept a Buy rating following the earnings beat, noting strong sales gains reflect supply-demand imbalance and highlight the resilience of aircraft leasing despite pressures such as higher oil prices. Pixabay/Public Domain AerCap Holdings N.V. (NYSE:AER) reported Q1 adjusted EPS of $5.39 versus $3.71 consensus and book value per share of $116.67 as of March 31, up about 20% year over year. CEO Aengus Kelly said the company delivered a “record quarter,” with strong demand for aviation assets, 286 transactions completed, and an 87% lease extension rate, while raising 2026 adjusted EPS guidance to $14.50 and announcing a $1.0B share repurchase program. AerCap Holdings N.V. (NYSE:AER) leases, finances, and manages commercial aircraft globally. While we acknowledge the potential of AER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.
Investor releaseQuarter not tagged2026-05-06Equinix (EQIX) Raised to $1,215 by Truist Following Q1 Results
Insider Monkey
Equinix (EQIX) Raised to $1,215 by Truist Following Q1 Results
Equinix, Inc. (NASDAQ:EQIX) is one of the Best Digital Infrastructure REITs to Buy According to Analysts. On May 1, Truist raised its price target on Equinix to $1,215 from $1,127 and maintained a Buy rating on the shares following the announcement of the company’s first quarter financial results, according to a report by TheFly. Earlier, on April 30, Cantor Fitzgerald reiterated its Buy rating on Equinix, setting a price target of $1,186.00, according to a report by TipRanks. Similarly, Citi also assigned a Buy rating on Equinix with a price target of $1,240.00. According to 32 analyst ratings compiled by CNN, 78% rated Equinix Buy, while 19% rated it Hold. As of May 1, Equinix has a median price target of $1,200, a 10.60% upside from the current price of $1,085.03. For the first quarter of the year, Equinix posted a 10% rise in its net income to $2.44 billion, while it registered a 21% jump in its net income to $415 million, mainly driven by higher operating income. Equinix President and CEO Adaire Fox-Martin said the company’s first quarter results reflect its continued strength across the business. In a press statement, she added: For the second quarter of 2026, Equinix is projecting revenue to range between $2.571 and $2.611 billion, up 6% at the midpoint from the previous quarter. For the full year of 2026, the company expects total revenues to rise 10% to 11% to a range of $10.144 to $10.244 billion. On April 15, Equinix launched its Fabric Intelligence product, which automates how AI workloads connect and operate across clouds, data centers, and edge environments. The company explained that the distributed systems run reliably without constant manual effort, freeing teams to focus on strategic business priorities, such as building new AI capabilities and scaling operations. Equinix, Inc. (NASDAQ:EQIX) is a digital infrastructure and data center company that provides colocation, interconnection, and cloud services to businesses worldwide. While we acknowledge the potential of EQIX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Data Center Stocks to Buy for the Long Term and 10...

