Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Friday; Netflix to Fall, Microsoft to Gain

-- The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Friday's opening bell.

Netflix (NFLX) fell more than 10% pre-bell after gaining 0.1% in the previous session.

AMD (AMD) was down by 0.3% pre-bell, after a 7.8% gain at Thursday's close.

Microsoft (MSFT) was 1.1% higher premarket, after a 2.2% increase from the previous session.

Nvidia (NVDA) gained 0.2% premarket, following a 0.3% decrease from Thursday's session.

DTE Energy (DTE) was flat in pre-bell hours, after a 0.2% gain from the previous session.

Taiwan Semiconductor Manufacturing (TSM) was 1% higher premarket, following a 3.1% decline from Thursday's session.

Allbirds (BIRD) fell by 3.9% hours before market open, continuing from a more than 35% fall at Thursday's close.

Rocket Lab (RKLB) was up 0.3% in pre-bell activity, after closing Thursday with a 12.7% increase

Research Alert: CFRA Maintains Buy Rating On Shares Of Quest Diagnostics

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month price target at $235. This is based on a forward P/E of 21.9x our 2026 EPS estimate, a premium to DGX's three-year forward average of 16.8x due to our view of strengthening sales and earnings growth, backed by higher health care utilization trends and some regulatory relief due to postponement of lab reimbursement cuts until at least 2027. We think lab testing providers remain a relatively well-positioned area within health care given lower policy risks, supportive testing demand, and attractive earnings growth potential. On a compounded annual basis from 2025-2028, we expect near 8% EPS growth, raising our 2026 EPS to $10.73 from $10.60 and 2027 EPS to $11.50 from $11.42. We also anticipate additional smaller M&A opportunities, along with healthy dividend increases (recent 7.5% boost; shares yield 1.7%) as cash flow generation remains supportive over the near term.

$DGX

Research Alert: Pega: Q1 Results Miss, But Strength In Pega Cloud Offsets

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PEGA reported total revenue of $430M, missing consensus by $37.2M and declining 10% Y/Y, while non-GAAP EPS of $0.46 missed by $0.23 and fell 39% Y/Y. However, Pega Cloud revenue surged 36% Y/Y to $205M, now representing 47.7% of total revenue and validating the cloud transition thesis. Pega Cloud annual contract value (ACV) acceleration remains the standout metric, growing 29% Y/Y to $906.7M and accelerating from 23% growth in Q1, demonstrating continued strong demand for the company's AI workflow automation platform. Total ACV grew 12% Y/Y to $1.62B, with backlog increasing 16% Y/Y to $2.01B providing revenue visibility. We believe the robust cash flow generation of $206.5M in free cash flow and a solid balance sheet with $474M in cash provides financial flexibility for continued AI investment. Despite near-term profitability pressure, we expect the sustained Pega Cloud momentum and strong ACV growth to support the business transformation.

$PEGA

Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Friday; Netflix to Fall, Microsoft to Gain

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Research Alert: CFRA Maintains Buy Rating On Shares Of Quest Diagnostics

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