Articles for author: Russ Cohen

Russ Cohen

Why Is General Motors Betting on India's Auto Parts Market?

General Motors Company GM is re-entering the world’s third-largest car market in a different way several years after leaving India. Rather than returning to sell vehicles, the Detroit-based company is focusing on the automotive parts business, which is typically less visible but often highly profitable. The automaker recently relaunched its global aftermarket brand ACDelco in ...

Russ Cohen

Lockheed Martin and RTX Stock: Rising Pillars of Modern Defense

The conflict in Iran has led to high munitions usage by the U.S., more so than initially expected. So much so that defense contractors are being summoned to increase the production of both missiles and defense systems, specifically Lockheed Martin LMT and RTX Corporation RTX. With the White House hosting executives from both companies last Friday, ...

Russ Cohen

Analysts Expect 12% Gains Ahead For The Holdings of XLSR

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the SPDR SSGA US Sector Rotation ETF (Symbol: XLSR), ...

Russ Cohen

Walt Disney Stock Looks Cheap. But Is It a Buy?

Key Points Disney’s fiscal first-quarter streaming operating income surged 72% year over year to $450 million. The company’s recent deal to acquire NFL Network also more closely aligns the NFL’s interests with ESPN’s. Disney still carries roughly $41 billion in net debt, limiting its financial flexibility against deep-pocketed tech rivals and streaming leader Netflix. 10 ...

Russ Cohen

Sanmina Benefits From AI Focus: Should You Join the Bandwagon?

Sanmina Corporation SANM is increasingly focusing on being a key enabler of the artificial intelligence (AI) ecosystem to capitalize on the rapid buildout of AI data center infrastructure. Leveraging advanced engineering, supply chain management and system integration through strategic acquisitions, collaborations and focused investments, the company is positioning itself to capture growth across the rapidly ...

Russ Cohen

Wednesday's ETF with Unusual Volume: MODL

The VictoryShares WestEnd U.S. Sector ETF is seeing unusually high volume in afternoon trading Wednesday, with over 537,000 shares traded versus three month average volume of about 90,000. Shares of MODL were off about 0.3% on the day. Components of that ETF with the highest volume on Wednesday were Nvidia, trading up about 0.6% with ...

Russ Cohen

Palladyne AI Q4 Loss Narrows Y/Y on Acquisition-Led Growth

Shares of Palladyne AI Corp. PDYN have gained 1.6% since the company reported its earnings for the quarter ended Dec. 31, 2025. This compares to the S&P 500 index’s 1% decline over the same time frame. Over the past month, the stock has declined 20.6% compared with the S&P 500’s 0.6% decrease. Palladyne AI incurred ...

Russ Cohen

CFRA Upgrades Netflix (NFLX)

Fintel reports that on March 6, 2026, CFRA upgraded their outlook for Netflix (NasdaqGS:NFLX) from Hold to Buy. Analyst Price Forecast Suggests 16.58% Upside As of February 24, 2026, the average one-year price target for Netflix is $115.45/share. The forecasts range from a low of $80.11 to a high of $158.97. The average price target ...

Russ Cohen

A Small Tweak Could Make Ford's Hidden Gem Even More Valuable

Key Points Ford Pro has turned into an incredible profit engine. Ford Transit vans posted record volume in 2025, and Super Duty pickups had the best volume year since 2004. Uptime Assist can make Ford Pro even more valuable to consumers. 10 stocks we like better than Ford Motor Company › Investors new to Ford ...