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Shares of Enphase Energy (ENPH) are up 38%, or by $14.08, on a strong revenue forecast.
Earlier today, the company said Q4 revenues fell 10% year over year to $343.3 million, which still beat expectations.
However, it was guidance that sent it rocketing higher.
For Q1 2026, the company expects to see revenues of $270 million to $300 million, which is above the $262.1 million consensus. It also forecast shipments of 100 to 120 MWh of IQ batteries and an adjusted gross margin of 42% to 45%.
As a result, analysts at BMO Capital upgraded the stock to Market Perform with a $41 price target, raised from $31, citing the upbeat Q1 revenue outlook. Enphase was more definitive than expected “on directionally pointing to higher 2Q 2026 revenue, which is a catalyst for our upgrade,” the firm added, as quoted by Seeking Alpha.
RBC Capital upgraded shares to Outperform with a $54 price target. The firm added that “demand has bottomed” and that Enphase has “a strong opportunity to drive a market share recovery in resi and capture share in commercial as it continues to roll out new products,” as also quoted by Seeking Alpha.
Advanced Micro Devices is down about $37 a share on soft guidance.
However, the pullback may be a strong buy opportunity – especially with CEO Lisa Su noting that AMD has seen bigger demand over the last few months.
“What I would tell you from someone on the inside is AI is accelerating at a pace that I would not have imagined,” she told CNBC, adding that demand continues to outstrip compute needs.
Su also noted that, “AMD’s datacenter business has accelerated from the fourth to first quarter and demand for its central processing units is ‘going gangbusters’ as businesses rapidly increase compute for AI enterprise work.”
Tax time is here again.
It’s at this time of the year when demand for professional tax services and tax software surges. Many taxpayers would rather pay for peace of mind than risk making a costly mistake on their own. Filing errors — whether related to dependents, capital gains, or income reporting — can result in penalties, surprise tax bills, or unwanted attention from the IRS.
As a result, companies that simplify the tax process often see predictable seasonal strength. For investors, that recurring pattern can translate into opportunity.
Look at H&R Block (HRB).
H&R Block is one of the most recognizable names in tax preparation.
From an investment standpoint, HRB has demonstrated a clear seasonal pattern. In 2024, HRB bottomed near $44 in January, then rallied to a post-tax high of $53.55. In 2025, the stock climbed from roughly $50 to a May high of $63.05.
Markets are mixed yet again.
The S&P 500 is up about 0.17%, or by 11.75 points. The SPDR S&P 500 ETF (SPY) is up fractionally. The Dow is up 0.26%, or by 140 points, as the Nasdaq slips 0.24%, or by 62.
Advanced Micro Devices Drops 10%
Not helping, Advanced Micro Devices (NASDAQ: AMD) is down 10%, or by $25 a share. All as its first quarter guidance fell short of expectations. In the fourth quarter, AMD posted revenue of $10.27 billion, which was above estimates of $9.67 billion.
Data Center revenue was up 39% year-over-year to $5.4 billion, thanks to its MI300 AI accelerator and its Instinct and EPYC processors. Analysts were anticipating $4.97 billion in Data Center revenue.
Moving forward, AMD said it expects first-quarter sales to be between $9.5 billion and $10.1 billion, with the mid-point of $9.8 billion, which is above the $9.39 billion estimate. Still, that wasn’t good enough for analysts who were hoping for stronger revenue guidance, especially with the ongoing boom in spending for AI. In short, the mid-point, which is 32% year over year growth and higher than estimates, wasn’t good enough.
Helping, analysts at Barclays reiterated an overweight rating on AMD, noting that the company is gaining share in PC and Server with a “a call option on AI with significant potential spend from OAI [Open AI] and other customers,” as quoted by CNBC.
Pay close attention to AMD. Weakness here may be an opportunity soon.
Gold and Silver Regaining Momentum
Gold is back above $5,000 at $5,052. Silver is back to $91.18.
According to analysts at JPMorgan and Deutsche Bank, it’s time to buy again.
Deutsche Bank, for example, reiterated its $6,000 per ounce target for gold. “Gold’s thematic drivers remain positive, and we believe investors’ rationale for gold (and precious) allocations will not have changed. The conditions do not appear primed for a sustained reversal in gold prices, and we draw some contrasts between today’s circumstances and the context for gold’s weakness in the 1980s and 2013,” they added, as quoted by CNBC.
Amazon is Well-Positioned Ahead of Earnings
Analysts at William Blair just reiterated an outperform rating on Amazon (NASDAQ: AMZN), noting that the e-commerce giant is well-positioned, believing 2026 sets up favorably for it.
Analysts at Wolfe just reiterated an outperform rating on Nvidia (NASDAQ: NVDA), noting that investors need to be patient with the company. “Our positive call on NVDA (we added NVDA to the Wolfe Alpha List last month) is based on our view of fundamentals, and not about seasonal trading trends,” added CNBC.
And, analysts at Bank of America just upgraded Five Below (NASDAQ: FIVE) to a buy rating.
As also quoted by CNBC, “We believe FIVE will return to a higher P/E multiple as results continue to improve under new leadership (new CEO Winnie Park joined in Dec. 2024, followed by new CFO Dan Sullivan and Chief Merchant Michelle Israel joining in Oct. 2025), with a return to a focus on Kid’s and the Millennial Mom,” as noted by Bank of America.
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