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UnitedHealth Group Inc (NYSE:UNH, XETRA:UNH) shares rose more than 5% to about $397 on Thursday after Bank of America upgraded the stock to ‘Buy,' citing improving medical cost trends and a more favorable risk-reward setup heading into upcoming earnings. The firm also raised its price target to $450 and lifted earnings estimates for 2026 and 2027.

• Analysis of 20 muscle-preservation programs highlights a rapidly emerging category designed to enhance long-term obesity treatment outcomes

Accenture offers a rare decade-level opportunity amid recent market panic. ACN's deep relationships with leading software providers like AWS, Microsoft, and Salesforce underpin a resilient, high-switching-cost business model. Current market fears about SaaS disruption are overblown for ACN, given its exposure to industry leaders and essential integrations.

AbCellera Biologics NASDAQ: ABCL is emphasizing its transition from a partner-based antibody discovery business to a proprietary drug development company, Chief Financial Officer Andrew Booth said during a company presentation focused on the biotech's pipeline and lead clinical program.

TNDM's pay-as-you-go shift, international expansion and strong liquidity support growth, while macro and reimbursement risks remain.

Celestica Inc. CLS continues to benefit from robust organic growth, driven by strong demand for its cloud and networking solutions. The company is gaining from increased investments by hyperscale customers in AI-driven data center infrastructure, fueling growth across its Connectivity & Cloud Solutions segment.

SUBCY wins a "sizeable" Murphy contract for String Music in the U.S. Gulf, with engineering underway and an offshore work schedule for 2027.

Orion Energy Systems, Inc. (OESX) Q4 2026 Earnings Call Transcript

Kratos Defense is expanding across drones, hypersonics and satellite systems, backed by a $14.3B pipeline and new missile-defense awards.

Uber's shares are down 12.3% YTD as robotaxi fears mount, but Eats deals and surging gross bookings keep the long-term case intact.
