Key Points

• Management's raised guidance for the entirety of 2025 didn't hurt, either.

• It increased its forecasts for both sales and headline net income.

• 10 stocks we like better than Garrett Motion ›

The stop lights were green for automotive technology company Garrett Motion (NASDAQ: GTX) on Thursday at least as far as its stock was concerned. Investors bid Garrett up by more than 3% that day, due mainly to its encouraging set of quarterly earnings figures. That rise was notably higher than that of the S&P 500 index, which crawled less than 0.1% higher.

An accelerating bottom line

Garrett's second-quarter results, published Thursday morning, featured rises in key metrics. The company's net sales didn't exactly boom, but they did increase almost 3% year over year to $913 million. Generally accepted accounting principles (GAAP) net income rose more strongly, advancing by nearly 36% to $87 million. On a non-GAAP (adjusted), per-share basis, the bottom line grew by 48% to $0.43.

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Although the consensus analyst estimate was $918 million, Garrett crushed the adjusted bottom-line pundit forecast of $0.42.

In the earnings release, Garrett attributed its improvements to broad gains in a number of cutting-edge product segments.

It quoted CEO Olivier Rabiller as saying the company "reinforced our leadership in turbocharging, by securing awards for more than $1 billion in light vehicle program extensions while continuing to advance our zero-emission technologies, achieving new milestones in our e-powertrain, e-cooling, and fuel cell programs."

Turbocharged guidance

Garrett clearly believes the positive momentum will continue, as it raised both its top-line and profitability guidance for the entirety of 2025. The company is now projecting that net sales will come in at $3.4 billion to $3.6 billion (previous guidance: $3.3 billion to $3.5 billion). GAAP net income should be $233 million to $278 million, up from the former estimate of $209 million to $254 million.

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Key Points

• The company has been formally admitted to a key industry grouping in Canada.

• This positions the American company for future expansion in the neighboring country.

• 10 stocks we like better than Nano Nuclear Energy ›

Hardly for the first time in recent weeks and months, shares of next-generation power company Nano Nuclear Energy (NASDAQ: NNE) jumped skyward on Thursday. Investors pushed the shares almost 6% higher in value, on news that it is now part of an important industry association north of our border. That nearly 6% leap crushed the S&P 500 index, which was basically flat that trading session.

Energized by Canadian news

Before market open, Nano announced that it has become a member of the Canadian Nuclear Association (CNA). That makes the U.S.-based company part of an influential industry grouping in the country, one that has been advocating for the use of nuclear power since 1960.

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In the press release trumpeting the news, Nano wrote that according to CNA data, nuclear energy effectively avoids 80 million tons of carbon dioxide emissions, serving as a clean alternative to traditional fossil fuel generation methods.

Although Canadian citizens have been as critical and wary of nuclear energy as their American counterparts, Nano clearly sees a solid chance for winning business in our neighboring nation, and advancing the technology as it does so.

It wrote, "With the introduction of next-generation technologies in the form of small or micro nuclear reactors, like those being developed by NANO Nuclear, there is a significant opportunity for Canada to solidify a leading position in the global nuclear industry."

Walking the walk

Nano did not provide any estimates for how an increased Canadian presence might affect its fundamentals. However, this feels like a low-impact way to strengthen its presence on the market. The proof will be in the doing, however, so investors should watch how -- and if -- the company's Canadian business develops following its CNA ascension.

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Key Points

• TotalEnergies beat on revenue for the quarter, but fell short of the consensus analyst estimate for profitability.

• Not surprisingly, it was affected by the slump in global oil prices.

• 10 stocks we like better than TotalEnergies ›

The stock market wasn't particularly energetic when it came to fuel and chemicals conglomerate TotalEnergies (NYSE: TTE) on Thursday. The company's stock took a hit following its release of second-quarter earnings, and it closed the day down almost 3%. Other stocks did better, as the S&P 500 (SNPINDEX: ^GSPC) eked out a marginal gain.

Oil price slump

TotalEnergies, which is headquartered in France but reports in the energy industry's standard currency of U.S. dollars, published its latest set of financial figures that morning. The company's net revenue was slightly under $44.7 billion, comparing unfavorably to the nearly $49.2 billion it booked in the same period of 2024.

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That top-line result was more than high enough to trounce the average analyst estimate, which was a bit under $39.9 billion.

Yet the erosion in non-GAAP (generally accepted accounting principles) adjusted net income was more drastic. That critical line item fell by 21% year over year to $3.6 billion ($1.57 per share). Worse, that per-share figure was notably below the consensus pundit projection of $1.67.

TotalEnergies suffered from a general decline in oil prices, which it said slid by 10% during the quarter. It put a positive spin on its recent struggles by quoting CEO Patrick Pouyanne as saying that the company "continued to successfully execute its balanced multi-energy strategy, supported by sustained growth in hydrocarbon and electricity production."

A gloomy outlook

In TotalEnergies's outlook for the current (third) quarter, the company waxed bearish about the prospects for its industry. It said that due to geopolitical and economic developments, oil prices are volatile at the moment, with the industry coping with an "abundant" supply (which, all things being equal, tends to dampen prices).

While it forecast that it would spend a net amount of $17 billion to $17.5 billion in investments over the course of this year, it did not provide any revenue or profitability guidance in its earnings release.

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Key Points

• Allegion beat on both the top and bottom lines for the period.

• Its also raised its full-year guidance for 2025.

• 10 stocks we like better than Allegion ›

Security products specialist Allegion (NYSE: ALLE) was popular with investors on Thursday, following its release of an encouraging quarterly earnings report. The document pleased investors, as they bid the company's stock up by more than 6% on the day. This compared rather favorably to the benchmark S&P 500 (SNPINDEX: ^GSPC), which essentially flatlined across the trading session.

Encouraging growth in key fundamentals

Well before Thursday's market open, Ireland-based Allegion unveiled its second-quarter results. These showed that the company managed to boost revenue by nearly 6% year over year to slightly over $1.02 billion. On an organic basis -- i.e., excluding the impact of divestitures and acquisitions, plus foreign currency movements -- the top line also increased, by a little over 3%.

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Meanwhile, non-GAAP (generally accepted accounting principles) adjusted net income also saw improvement, rising by 4% to nearly $177 million, or $2.04 per share.

That meant a double beat for Allegion, as analysts tracking the company were collectively estimating it would post $1 billion in revenue, and a per-share adjusted net earnings figure of $1.99.

In its earnings release, Allegion flagged the North American nonresidential market as a particular growth driver. It said this business rose at a high-single-digit percentage rate, while price adjustments were a crucial factor in a 50-basis-point improvement in adjusted operating margin (to a shade under 30%).

Guidance gets a boost

Compounding the good news about the rising fundamentals, Allegion raised its guidance for both revenue and profitability for full-year 2025. It now believes its top line will increase by 6.5% to 7.5% compared to 2024, while adjusted earnings per share should land at $8.00 to $8.15. The average analyst projection for the latter number is only $7.85.

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Key Points

• This year's edition of the Federal Reserve's bank stress test saw all tested institutions pass.

• Although Citizens didn't have to participate, it benefited from the positive results.

• The company also substantially added to its existing share repurchase initiative.

A seriously bulked-up share repurchase plan and good results of the Federal Reserve's latest banking industry stress test improved the share price of regional lender Citizens Financial Group (NYSE: CFG) in June. Over the course of the month, investors traded the bank's stock up by nearly 11% in reaction to this.

Not so stressed

The rally basically started in the middle of the month, when Citizens announced that stock buyback news. To the satisfaction of its shareholders, the company said it would bolster the existing program by a hefty $1.2 billion. As there was $300 million remaining from the previous authorization, granted in June 2024, the new total is $1.5 billion.

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For a stock with a sub-$21 billion market cap, that's substantial, and it should have a positive impact on the share price.

A more critical, industrywide development occurred at the end of the month with the stress tests. For those unfamiliar, these are an annual set of analyses in which major U.S. banks are tested to see how they would weather adverse economic conditions, some of which are quite drastic.

As has become the norm, the institutions under the microscope -- which include the "big four" American lenders, Bank of America, JPMorgan Chase, Wells Fargo, and Citigroup -- did quite well. All 22 passed their tests, albeit with the caveat that this year's edition was less rigorous than previous rounds.

Citizens Financial isn't sizable enough to go through this wringer annually, instead it's tested every two years, and in 2025 it got a break. Still, there were several regional banks not unlike itself among the 22 tested. All in all, the good results were taken to mean that mid- and large-sized banks in this country are generally doing well, and in the worst-case scenarios can probably cope with catastrophe.

A good Citizen?

I don't blame investors of Citizens Financial -- or any other bank of its size on this market -- for reacting positively to the stress test results. Despite some cuts and scrapes lately, our economy has been performing well, and the smart and disciplined approach of its better lenders is an ever-important factor in this.

Having said that, I'm not all that excited about Citizen Financial's performance recently. In its first quarter revenue was essentially stagnant, as was the company's end-quarter deposits figure. And average loans and leases slumped, even as a bump in non-interest income pushed headline net profit 12% higher to $374 million. To me, it's the larger banks that have better potential these days.

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Wells Fargo is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. Citigroup is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bank of America and JPMorgan Chase. The Motley Fool has a disclosure policy.

Key Points

• The One, Big, Beautiful Bill supported the nuclear industry, not least because it essentially curbed certain forms of renewable energy.

• The company also benefited from a large deal announced by a peer, and the performance of a portfolio business.

June was a fine month to be invested in uranium miner and nuclear energy services specialist Cameco (NYSE: CCJ). Nuclear received a significant boost from the Trump administration's One, Big, Beautiful Bill, which curbed subsidies and other advantages for producers harnessing rival energy sources. Developments elsewhere in the nuclear space also helped lift its stock.

Big and beautiful for the nuclear industry

The saga of Trump's bill didn't end until the president signed it into law in early July. Before that, however, it engendered controversy in several drafts by effectively bringing forward the expiration dates of federal subsidies that supported producers in the renewables segment, mainly solar and wind. Such measures survived, albeit in more limited form, in the final, passed legislation.

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Notably, nuclear energy emerged largely unscathed, as its subsidy regime was mostly unchanged.

While lawmakers were in the early argument (whoops, discussion) and debate stages of the bill, the nuclear energy got a little power surge from a deal engineered between the industry's Constellation Energy and social media giant Meta Platforms, owner of Facebook, Instagram, and WhatsApp.

Under the terms of the arrangement, Constellation will supply Meta's server farms with over 1.1 gigawatts of energy from its Clinton Clean Energy Center nuclear plant in Illinois. The term of the deal, which is to kick in next June, is 20 years.

This should sound familiar to nuclear energy watchers and Constellation investors, as it has some of the dimensions of the deal struck between Constellation and another tech titan, Microsoft. The pair signed a contract for the former to provide the latter with power from the once-notorious Three Mile Island nuclear plant in Pennsylvania.

Cameco was not directly involved in the Constellation/Meta agreement, but of course, as with that monster piece of legislation, any win for one nuclear company represents a victory for the sector as a whole -- at least as far as Mr. Market was concerned.

A good direct investment

One development that did directly affect Cameco was early June's news about a company it partially owns, privately held nuclear power company Westinghouse Electric. Cameco said it expects an increase of roughly $170 million in additional non-GAAP adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for both Westinghouse's second quarter and the full year 2025.

Cameco, which holds a 49% stake in Westinghouse, anticipates that the higher EBITDA will "be taken into consideration" when the latter determines the 2025 distribution it'll pay the former.

So in short, Cameco is benefiting from top-down legislative developments, the rising popularity of nuclear power, and the operations of an important investment. It's no wonder investors were so energized by its stock last month.

Should you invest $1,000 in Cameco right now?

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Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Constellation Energy, Meta Platforms, and Microsoft. The Motley Fool recommends Cameco and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Key Points

• A large, well-capitalized peer is apparently interested in a partnership deal with the company.

• This could be worth up to $15 billion in total, according to a media report.

One day before the July Fourth holiday, the stock of clinical-stage biotech Summit Therapeutics (NASDAQ: SMMT) exploded like a powerful fireworks display. Shares of the cancer-focused company leaped by 8%, on a media report that a well-known peer was interested in a licensing deal. That rise bettered the S&P 500's (SNPINDEX: ^GSPC) 0.8% increase by several orders of magnitude.

15 billion new reasons to consider the stock

The media outlet in question was Bloomberg, which that morning published an article asserting that AstraZeneca is in talks with Summit about a partnership between the two companies.

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According to unnamed "people familiar with the matter," the piece stated that such a partnership would center on the investigational lung cancer treatment ivonescimab. The drug, which Summit licenses from Chinese peer Akeso, has recently attracted much attention from the healthcare community and investors alike. This was due to its impressive performance in a late-stage clinical trial.

Bloomberg's sources said that the terms of a potential deal were still being hashed out. They might include an up-front payment of several billion dollars, and several milestone payments over time (this kind of structure is common in pharmaceutical industry licensing/partnership arrangements). All told, a deal between the two companies could pay out as much as $15 billion.

Both Summit and AstraZeneca declined comment on the Bloomberg article.

Fingers crossed

When a drug development program attracts $15 billion worth of interest from a major industry player with deep pockets, it's almost indisputably a win. If the Bloomberg report is accurate and a deal is indeed in the works (and is ultimately agreed upon), it would open a great, powerful, and quick road to success for Summit. It's little wonder investors were so happy about the possibility.

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Key Points

• The company benefited from a pre-market open price target raise.

• That didn't exactly make the analyst behind it an Advance bull, however.

Investors were assertively stepping on the gas pedal with Advance Auto Parts (NYSE: AAP) on Thursday. The stock closed more than 5% higher as of the 1 p.m. ET early market close for the Fourth of July holiday, a figure that was well higher than the S&P 500's (SNPINDEX: ^GSPC) 0.8% increase. An analyst price target raise had much to do with Advance's advance.

A 16% price target hike

Well before market open that day, Mizuho prognosticator David Bellinger upped his fair-value assessment of Advance's stock. His new level is $44 per share, up notably from the preceding $38. Despite the fairly generous bump, Bellinger maintained his neutral recommendation on the auto parts retailer.

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The analyst's modification was due largely to the company's first-quarter performance, according to reports. On the back of Advance delivering headline fundamentals that were significantly better than the consensus pundit estimates, Bellinger raised his own for full-year 2025 and 2026.

For the former period, he now feels that the company will earn $2.34 per share on the bottom line, where previously he had been modeling $2.18. As for 2026, he upped his profitability estimate to $4.00 from $3.75.

Should investors get on board?

Bellinger also devoted some words in his new Advance note to intimating why he left his neutral recommendation unchanged. He thinks that the company will continue to have challenges implementing its current turnaround plan. Many retailers, in his estimation, are facing similar difficulties.

While there was something to admire in Advance's first-quarter earnings beat, I'd agree with the Mizuho analyst that retail is a tough game these days. I also don't believe we'll see sudden spikes in car sales, a dynamic that tends to inject some turbo into the performance of parts retailers like Advance. Therefore, I wouldn't jump in to this particular ride just now.

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Key Points

• President Trump doubled down on his steel tariff for exporters, benefiting domestic manufacturers.

• He's proven to be flexible about the levies, however, so the one for steel might not be that sturdy.

June was a banner month for American steel producer Cleveland-Cliffs (NYSE: CLF). It received much investor attention after President Trump signed an executive order doubling tariffs on steel coming into this country, a move that will directly and clearly benefit Cleveland-Cliffs if it holds. Over the month, investors clearly bet it would, and traded the company's stock more than 30% higher.

Steeling for a fight

Trump's latest steel tariff was actually imposed weeks before the so-called "Liberation Day," when a clutch of duties on imports was announced. On Feb. 10, the president reinstated a 25% levy on all foreign steel, a tariff regime that he had originally set during his first term in office in 2018.

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In the opening days of June, Trump quite literally doubled down on the steel tariff, resetting it to 50%; it took effect on June 4. As if such a high rate weren't punitive enough, the White House said in a statement that foreign importers of the metal would be required to follow "strict reporting of steel and aluminum content, with tough penalties like fines or loss of import rights for violators."

So it's little wonder that investors were so keen to pile into Cleveland-Cliffs, the Ohio-based steelmaker with roots stretching back to the mid-19th century. A major impetus behind Trump's aggressive tariff regime is to encourage American manufacturing, and Cleveland-Cliffs -- the largest producer of flat-rolled steel in this country -- is a prime candidate.

The company could use the help, too. Annual revenue has fallen in each of the past two years, with the bottom line landing deeply in the red (at $754 million, on nearly $19.2 billion in revenue) in 2024. Cleveland-Cliffs has also been unprofitable in four of its last five quarters.

Not all tariff-related news was beneficial for the company (or the broader American steel industry, while we're at it). Mere days after Trump raised that steel levy, a Bloomberg reported citing unnamed "people familiar with the matter" stated that U.S. and Mexican officials were close to a deal that would reduce that 50% steel tariff on that country's manufacturers.

Don't count on it lasting

In this most recent trade war, Trump has shown a willingness to reduce levies in negotiations with certain partner nations overseas. So investors shouldn't have all that much confidence the current steel regime will stick -- 50% is an awfully high number, after all.

If it were to melt away to any significant degree, or if countries like Mexico successfully negotiate exemptions, Cleveland-Cliffs would lose that hard-to-beat competitive advantage. With its loss-making ways in the recent past, that might not be the most healthy development for the company's stock.

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A recommendation downgrade from a veteran investment bank had a predictable effect on Dollar General (NYSE: DG) stock Tuesday. Investors put the company in the bargain bin by trading it down by more than 1% on the day. That didn't contrast well with the S&P 500's (SNPINDEX: ^GSPC) gain of over 1%.

The stock is not gold for Goldman

The institution behind the move was Goldman Sachs, whose analyst Kate McShane lowered her rating on Dollar General to neutral -- at a price target of $116 per share -- from her preceding buy.

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In her view, the budget retailer's recent share price appreciation has left it fairly priced, according to reports. At its current level, the company would have to substantially improve its fundamentals, and that isn't likely to happen, given the tough competitive environment in which it operates.

McShane also said Dollar General is limited by necessary investments into infrastructure and its supply chain.

That being said, she was complimentary about management's success in better positioning the company via the Back to Basics program. In her opinion, this has led to encouraging comparable-sales growth, and higher profit margins.

Heady gains

Dollar General's robust, year-to-date increase is striking -- even with the Tuesday slip, the stock has gained nearly 50%, against the S&P 500 index's less than 4% rise. Much of this is a play on a potential economic slowdown; particularly in the opening months of 2025, the market was worried about the detrimental effect of high tariffs on the economy. This is not such a concern anymore.

So I think the assessment that Dollar General doesn't have much (if any) upside is realistic. This isn't a stock I'd get very excited about just now.

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Next-generation nuclear power company Oklo (NYSE: OKLO) was active on the stock market Tuesday. Investors flocked to it on news of a major U.S. state potentially expanding its nuclear-generating capacities. The ongoing conflict in the Middle East might also be shaping market sentiment on alt-energy companies.

Ultimately, Oklo's shares closed the day 10% higher, well ahead of the 1.1% increase of the S&P 500 (SNPINDEX: ^GSPC).

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New York needs nuclear, Hochul claims

Late on Monday, New York Governor Kathy Hochul announced she is directing the New York Power Authority to develop at least one new nuclear power plant. She added this should have 1 gigawatt of electricity-generating potential, at a minimum.

Image source: Getty Images.

In a speech delivered at the state's Niagara County Power Project, a hydroelectric facility located near the Canadian border, Hochul spoke of New York reaching "energy independence" to keep attracting large industrial companies. Numerous regions of upstate New York have been affected by "industrial flight" over the past few decades.

Addressing worries about the safety of nuclear-generating assets, Hochul said that any plant built in the state "will be a model of 21st-century nuclear design with safety at the forefront, automatic safety systems to enhance the containment, and rigorous environmental standards."

Oklo is surely an option

Hochul didn't mention any company that might be a candidate for the project, but Oklo could very well fit the bill. It aims to develop compact nuclear reactors that transform recycled nuclear waste into energy. Oklo watchers should certainly monitor New York's progress with this project, and hold on tight to their shares if the company gets involved in it.

Meanwhile, as of late afternoon Tuesday, the ceasefire in the Iran-Israel conflict seemed to be holding, albeit tentatively. Iran apparently has contingency plans to, in effect, seal off the Strait of Hormuz. This could spike oil prices, depending on how outside producers (such as the OPEC countries) react. Higher oil prices tend to encourage the world to consider alternative energy sources, such as nuclear.

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The second trading day of the week was a good one for New Oriental Education & Technology Group (NYSE: EDU) shareholders. On the back of an analyst's recommendation upgrade, their stock surged more than 13% higher in price. That absolutely crushed the S&P 500's (SNPINDEX: ^GSPC) 1.1% increase.

Inexpensive and attractive, says prognosticator

That move was made by J.P. Morgan, in the person of analyst DS Kim. That morning, Kim changed his recommendation on New Oriental to overweight (buy, in other words) from his previous neutral. His new price target is $62 per share, which, even after the Tuesday price pop, is almost 12% over the stock's current level.

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Image source: Getty Images.

According to reports, Kim's new view isn't based on new estimates -- he maintained his existing projections -- rather, its attractive valuation following a sustained sell-off.

He also believes New Oriental is entering its fiscal 2026 with substantially better prospects than in the previous year. Finally, he wrote that he expects the company to significantly increase its returns to shareholders.

Hopefully, the third time's the charm

New Oriental is surely glad to be past fiscal 2025 (its 2026 started on June 1). The latest two earnings reports for the former year weren't inspiring, to put it mildly -- in both, the company badly missed on the consensus analyst estimates for net income. On top of that, in only one did it beat on revenue, and at that, only slightly ($1.04 billion versus the $1.03 collective estimate for quarter two).

While the stock is relatively cheap now, I'm not convinced it's an irresistible bargain. Those earnings misses were substantial and concerning. Meanwhile, the Chinese economy isn't as high-growth as it once was.

Investors will be expecting better performance from the company when it reports its final quarter of fiscal 2025; this hasn't been officially scheduled yet, but should occur in mid-to-late July.

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Not for the first time this year, Nano Nuclear Energy (NASDAQ: NNE) stock was going somewhat nuclear over the past few trading sessions.

On news that a Senate committee desires changes in President Trump's "Big, Beautiful Bill" that favor the once-struggling industry, interest rose sharply in nuclear stocks. Nano was a direct beneficiary of this; according to data compiled by S&P Global Market Intelligence, its share price had ballooned by nearly 25% week to date as of Friday before market open.

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Credit where credit is due

The bill is an ambitious budget reconciliation proposal that would reshape the federal budget. Early in the week, one new change floated by the Senate Finance Committee was an adjustment of the tax credits the feds provide to energy producers.

Image source: Getty Images.

Some power-generation technologies currently out of favor with the present administration would have their tax credit expiration dates brought forward, while others would be granted extensions. Happily for Nano investors, nuclear energy is in the latter category.

The committee is proposing that nuclear's energy production tax credit, currently set to be phased out on Dec. 31, 2032, have a new expiration date of Dec. 31, 2036.

The president has been active in his support for nuclear power, which in the recent past was largely shunned. Its reputational decline was due mostly to high-profile accidents such as the Three Mile Island incident in 1979, and the catastrophic 1986 meltdown of the Chernobyl plant located in Ukraine (then part of the Soviet Union).

More compromise in store?

Despite its very positive-sounding name, the "Big, Beautiful Bill" is controversial and contentious among both legislators and the U.S. public.

Given that, it's very possible that it will be hammered out through more compromises -- and these might lead lawmakers to rescind the nuclear tax credit extension idea. Still, the proposal currently on the table at least indicates continued strong, top-level support for nuclear power, and that can only help companies like Nano.

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For the second week in a row, next-generation plastic recycling specialist PureCycle Technologies (NASDAQ: PCT) was quite the hit on the stock exchange.

Thanks to a successful round of capital raising and a bullish analyst note on its prospects, the company's shares were trading nearly 21% higher week to date early Friday morning, according to data compiled by S&P Global Market Intelligence.

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$300 million worth of good news

PureCycle has managed to raise $300 million in fresh capital commitments from a mix of former and new investors. It did so via a flotation of convertible preferred shares.

Image source: Getty Images.

With these funds coming to its coffers, the company also announced that it aims to bring 1 billion pounds of installed recycling capacity onstream by 2030. That $300 million will help it expand its current operations in Augusta, Georgia, and build new facilities overseas in Asia (specifically Thailand) and Europe (Belgium).

In its press release on the matter, PureCycle quoted CEO Dustin Olson: "Over the last several years, we have continued to invest time and resources in progressing our global growth plans and this capital will allow us to execute on those plans."

Still a buy, maintains analyst

Meanwhile, also over the past few days, an analyst covering PureCycle stock felt compelled to publish a bullish note on the company (this occurred on Monday, so it didn't address the convertible preferred stock issue).

In his new PureCycle note, Cantor Fitzgerald's Andrew Sheppard reiterated his overweight (i.e., buy) recommendation on the stock and his $12-per-share price target. According to reports, he cited the company's early-mover advantage in its niche, its exclusive technology, and what he considers its large addressable market as key factors in his rating.

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According to data compiled by S&P Global Market Intelligence, Astera Labs (NASDAQ: ALAB) stock's price was floating almost 11% higher week to date on early Friday morning. Investors were mainly reacting to news the tech infrastructure company reported about a new business tie-up with an Asian peer.

A cross-Pacific Ocean partnership

On Monday, Astera and Taiwanese chipmaker AIChip Technologies announced in a joint press release that they have formed a strategic business partnership.

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Image source: Getty Images.

Together, the two will aim to exploit opportunities afforded by sky-high demand for artificial intelligence (AI) functionalities. AIChip, which specializes in application-specific integrated circuit (ASIC) chips, and Astera are teaming up to offer "validated, interoperable solutions for hyperscalers building next-generation AI infrastructure," according to the press release.

As the name suggests, a hyperscaler is essentially an extremely large data center. These are in vogue now due to the heavy resource requirements of AI.

Aiming to reap a bundle from AI

Astera and AIChip offered almost no details about their new partnership, including its financial parameters. Given that, it's tough to gauge how this collaboration might affect their fundamentals.

Judging by the market's reaction, though, investors don't seem to mind -- teaming up on projects has clear potential to benefit both companies. I think AI companies like Astera are in the midst of a gold rush. I'd absolutely consider buying the stock.

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Data center connectivity solutions company Credo Technology (NASDAQ: CRDO) won attention from many stock market participants this week, thanks in no small part to an analyst flagging it as a top pick in the small and mid-cap categories.

With this pleasant tailwind at its back, Credo's share price was a robust 16%-plus higher as of late Thursday night, according to data compiled by S&P Global Market Intelligence.

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A bull gets more bullish

The pundit behind the price target boost was TD Cowen's Joshua Buchalter, who on Wednesday upped his fair value assessment on Credo stock to $95 per share; previously he had tagged it as potentially being worth $85. In making the change he left his buy rating intact.

Image source: Getty Images.

Not only that; according to reports, Buchalter and TD Cowen now consider Credo his company's best small- or mid-cap idea for 2025. That's meaningful, given the many stocks in those two categories.

In his Credo update, the analyst was particularly enthusiastic about the effect of artificial intelligence (AI) demand on Credo's business. Many companies are racing to enhance their products and services with AI functionalities, and data centers must upgrade to handle the huge resource needs of the technology.

Full steam ahead

It hasn't escaped Buchalter's notice that Credo is also a high-growth and high-margin company, and it's entirely possible that management will be able to maintain (or even exceed) the torrid growth it has shown of late. This company's stock is a fine buy on the continued rise of AI, and the prognosticator's optimism is justified.

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The past few trading days haven't been kind to solar energy stocks, and Enphase Energy (NASDAQ: ENPH) has been caught in the rout.

Developments in the legislative sphere kicked off the downturn, which was compounded in Enphase's case by several downbeat analyst notes. As of late Thursday, the company's share price was down more than 20% week to date, according to data compiled by S&P Global Market Intelligence.

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No credit?

Enphase stock took a serious hit on Tuesday when the Senate Finance Committee floated the idea of more aggressive cuts to the tax credits currently in place for implementing green energy solutions. These would be made in order to get President Trump's pet Big, Beautiful Bill passed in that chamber. Specifically, the committee recommended phasing the credits out completely by 2028, instead of the current deadline of 2032.

Image source: Getty Images.

As Enphase came to prominence with one crucial solar component -- its micro-inverter that transforms the direct current (DC) electricity generated by solar panels to the alternating current (AC) used in households -- it stands to be directly affected by such a drastic change.

That development was worrying to many Enphase investors and observers, a group that includes analysts tracking the stock. Several pundits became more notably bearish on Enphase's future, with one going so far as to downgrade her recommendation on the solar stock.

A dimmer view

That analyst is KeyBanc's Sophie Karp, who cut her Enphase recommendation to underweight (sell, in other words) from her previous sector weight (hold) and assigned a price target of $31 per share. Not surprisingly, Karp's new take was based largely on the Senate's move, according to reports.

While tax credits are not the be-all and end-all of the solar business, it is a sector that continues to struggle with myriad negative factors (high costs, significant competition, etc.). So this pull-the-rug proposal won't do it any favors at all. I'd be extremely wary of Enphase and its peers right now.

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A badly received quarterly earnings report was the major news item exerting gravity on Chewy (NYSE: CHWY) stock over the past few days. As a result, according to data compiled by S&P Global Market Intelligence, the company's share price had slumped by almost 15% week-to-date as of Thursday evening.

Investors didn't like the latest milk bone

That sell-off happened even though Chewy actually topped analyst estimates for revenue and profitability, albeit not by vast amounts.

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Image source: Getty Images.

In its first quarter, the company managed to grow its net sales by more than 8% year over year to $3.1 billion, while its non-GAAP (adjusted) net income improved at a slightly higher rate to just under $149 million ($0.35 per share). Analysts had collectively been modeling a bit below $3.1 billion on the top line and $0.32 per share for adjusted profitability.

While those aren't bad numbers at first glance, Chewy is an expensive stock to own; even after the post-earnings sell-off it was trading at a rich forward P/E of almost 36. For more than a few investors, that's awfully pricey for a company posting single-digit percentage improvements, and at thin profit margins to boot.

Tepid reactions

Meanwhile, as analysts tracking a stock often do, several pundits following Chewy adjusted their takes on the stock. Most of these adjusters raised their price targets, but there were several less bullish updates, too. One was published by Mizuho's David Bellinger, who now feels Chewy is worth $44 per share, down from his previous $47. He maintained his neutral recommendation on the stock.

It's hard to ignore how pricey this stock is at the moment, and to some degree that's a shame. Chewy has been posting good results from its Autoship program lately, a feature that still has plenty of potential to boost valuable recurring revenue. I'm not necessarily hot on this stock, but there might be some upside to it if it can post more convincing quarterly earnings beats.

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As of Friday morning before market open, for the most part stocks weren't having a bad week. As always there were exceptions, however, and one of the unfortunate outliers was software development solutions provider GitLab (NASDAQ: GTLB).

On the back of a quarterly earnings report that disappointed the market, plus subsequent analyst price target cuts and even a recommendation downgrade, the company's share price sagged. As of early Friday morning, the stock had declined by more than 10% week to date, according to data compiled by S&P Global Market Intelligence.

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A forgettable first quarter?

This, despite the fact that GitLab actually posted healthy growth rates in its first quarter. Total revenue rose by almost 27% year over year to $214.5 million, while non-GAAP (adjusted) net income increased more than sixfold to $29.4 million. Both figures topped the average analyst estimates, although not spectacularly.

Image source: Getty Images.

Investors like to concentrate on their view of the road ahead, rather than the numbers behind, so it was GitLab's guidance that had a more profound effect on sentiment.

The company's outlook for its current (second) quarter is for $226 million to $227 million in revenue, filtering down into per-share earnings of $0.16 to $0.17. While the analyst earnings estimate falls within the company's range, that for revenue is just above management expectations.

Goldman gets more bearish

And what was discouraging to investors was also dismaying to quite a few analysts tracking GitLab. A clutch of them reduced their price targets on the stock with one -- white-shoe investment bank Goldman Sachs -- even pulling the lever on a recommendation downgrade. Goldman's Kash Rangan now feels the stock is only a neutral, down from his previous buy, at a price target of $50 per share.

I feel investors and pundits alike are overreacting to the quarterly results. While GitLab's revenue growth is declining, it's still turning in very profitable results and it operates a useful service. I think GitLab is therefore worth a look as something of a bargain play in its niche.

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The nuclear energy sector has been a winner across the very recent past, following Wednesday's news that an important company in the industry had been tapped for an upcoming government project.

Centrus Energy (NYSEMKT: LEU) wasn't that company, but it's a key supplier to the enterprise that's at the heart of the project. Additionally, Centrus was the subject of a bullish new analyst note. With these tailwinds at its back the company's share price had heated up by nearly 11% week to date as of early Friday morning, according to data compiled by S&P Global Market Intelligence.

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The right supplier at the right time

The company bagging the contract was Centrus' business partner, next-generation nuclear energy specialist Oklo, which is on tap to build and operate one of its facilities to power Eielson Air Force base in Alaska.

Image source: Getty Images.

That's also a win for Centrus, as it is a supplier of the high-assay low-enriched uranium (HALEU) that will fuel Oklo's powerhouse. The two companies have a memorandum of understanding (MOU) in place for the supply of the fuel.

While most of the investor excitement following the project's announcement was directed at Oklo, Centrus also received a boost due to the relationship with its peer. Additionally, becoming a crucial supplier to a branch of the military will greatly help boost Centrus' status as a go-to nuclear energy supplier.

A good start to the week

Even before Oklo's news hit the headlines, Centrus was already on a bullish path. On Monday, Evercore ISI analyst Nicholas Amicucci reiterated his outperform (i.e., buy) recommendation on the stock, and his $145-per-share price target. As of press time, there was no word on whether the pundit had updated his take on Centrus following the Oklo development.

Nuclear energy is enjoying quite the sudden revival in the U.S. and as long as it follows an upward trajectory, Centrus is sure to benefit from it. This is undoubtedly a stock to watch.

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