Wolfe Research Sticks to Its Buy Rating for Sotera Health (SHC)
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According to TipRanks, Polark is a 4-star analyst with an average return of 6.5% and a 50.31% success rate. Polark covers the Healthcare sector, focusing on stocks such as Insulet, Medtronic, and Steris.
In addition to Wolfe Research, Sotera Health also received a Buy from Barclays's Luke Sergott in a report issued today. However, on August 1, TR | OpenAI – 4o reiterated a Hold rating on Sotera Health (NASDAQ: SHC).
Based on Sotera Health's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $254.52 million and a GAAP net loss of $13.26 million. In comparison, last year the company earned a revenue of $248.18 million and had a net profit of $6.32 million
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The AI boom is nearly 3 years old, and one thing is certain about it: the boom has legs, and AI is here to stay. More and more companies are turning to the technology to enhance all sorts of functions, from customer service to chatbots to high-level data analytics and even to decision-making processes. According to Fortune Business Insights, up to 35% of all businesses have integrated AI into their work models. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. This equals big money for the AI developers out there. Chip makers, AI app creators, data analysis firms – all of these and more have created an industry that was valued at $233 billion last year, and is estimated by Fortune Business Insights to hit $294 billion this year – and to show a CAGR of 29.2% through 2032, reaching $1.77 trillion that year. 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He writes, 'Palantir reported its 8th straight quarter of revs growth acceleration, a turnaround that we've never seen before, from 13% growth in 2Q23 to a 2Q25 growth rate of 48%, while at a $4 billion revs scale. Palantir raised the full year 2025 total growth guidance to 45% from 36%, without compromising on the non-GAAP margin target, which was inched up to 46%. Palantir is benefiting from a confluence of mega-trends in AI application development, investments at the data layer and the modernization of defense tech, but valuation at 136x CY26E FCF remains our key hurdle…' That hurdle leads Keirstead to rate PLTR as Neutral (i.e., Hold). His price target on the stock is $165, implying a one-year downside of ~12%. (To watch Keirstead's track record, click here) The Street generally would seem to agree with the UBS view. PLTR has a Hold consensus rating, based on 19 recent analyst reviews that include 4 to Buy, 13 to Hold, and 2 to Sell. The shares are priced at $186.96 and have an average price target of $152.12, suggesting that the share price will fall by ~19% in the next 12 months. (See PLTR stock forecast) Advanced Micro Devices Next up on the AI stage is AMD, a fast-rising contender steadily climbing the semiconductor ranks with a solid growth streak. It may not yet belong to the trillion-dollar club alongside Nvidia, Broadcom, and TSMC, but with a market cap near $280 billion, AMD is far from a lightweight. Over the past four quarters, it has pulled in roughly $30 billion in revenue, powered by a diverse portfolio spanning PCs, gaming rigs, and the surging AI/data-center market. Here, AMD isn't merely keeping pace – it's going toe-to-toe with Nvidia in AI accelerators and challenging Intel in PC microprocessors. That competitive edge has been sharpened in recent years as AMD shifted from its roots in PCs and gaming toward a bigger slice of the AI pie. The company now offers a broad lineup of AI solutions across CPUs, GPUs, and adaptive computing, with the flexibility to tailor products for specific customer needs – whether in data centers, at the edge, or in enterprise applications. This diversification isn't just theoretical; it's showing up in high-profile wins and an expanding product pipeline. In June, AMD landed Nokia as a customer for its 5th generation EPYC processors, which will power the Nokia Cloud Platform – a deal that underscores the broad applicability of its technology. Just a month earlier, AMD unveiled new high-performance computing products, including the Radeon RX 9060 XT and Radeon AI PRO R9700 graphics cards, plus the Ryzen Threadripper 9000 Series processors, targeting growth in gaming, content creation, and AI workloads. In 2Q25, AMD reported gains in both AI-related and gaming sales, with AI/data center sales climbing 14% YoY to $3.2 billion and gaming revenue surging 73% to $1.1 billion. 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