First Commonwealth Financial Corporation

1 day ago · seekingalpha.com

Sandisk Corporation remains a Buy, with fundamentals and momentum intact despite recent volatility and a 23% pullback from highs. SNDK's multi-year NBMs, record FCF, and robust customer demand underpin strong earnings visibility and support a 22-23% upside to a $2,200 price target. Management targets 80% gross, 75% EBIT, and 50% FCF margins (FY2028-30), driven by enterprise/AI demand and next-gen products like BiCS10 and HBF.

3 days ago · seekingalpha.com

Antero Resources is projected to generate a bit over $1.15 billion in H2 2026 free cash flow. While near-term natural gas prices are mediocre, Antero is over 60% hedged on its 2H 2026 natural gas production. Antero benefits from strong near-term liquids prices and is unhedged on liquids.

6 days ago · zacks.com

AMZN's AI spending is fueling faster AWS growth, but surging capex has pushed free cash flow negative and increased reliance on debt.

6 days ago · gurufocus.com

On September 16, 2026, we delve into the DCF analysis for L3Harris Technologies Inc (LHX), a company that has seen its stock price decline significantly over th

7 days ago · seekingalpha.com

Meta Platforms (META) is undervalued, with a DCF-based fair value estimate exceeding $1,000 per share despite near-term negative FCF (net SBC). Robust advertising revenue growth, resilient user engagement, and early AI-driven improvements underpin META's long-term investment case. Current capex surge is strategic and reversible, with future FCF margins modeled to rebound as infrastructure buildout normalizes.

8 days ago · seekingalpha.com

Freeport-McMoRan is a top pure-play copper miner, well-positioned amid a structural copper bull market driven by electrification and disciplined supply. FCX's Grasberg mine accident led to a production dip and higher costs, but market impact has largely normalized; Grasberg recovery is key to margin restoration. I value FCX at 9x EV/EBITDA, yielding a YE27 price target of $97—35% upside—assuming Grasberg reaches 70% capacity by 2027.

12 days ago · seekingalpha.com

Verizon Communications Inc. offers a 5.61% qualified dividend yield, backed by 20 years of consecutive increases and robust free cash flow growth. VZ delivered record adjusted EBITDA, 24.4% YoY FCF growth, and raised 2026 guidance for EPS and FCF, signaling operational and financial momentum. The shift away from subsidized handset promotions is structurally improving margins, while new AI infrastructure deals and cost programs drive future cash flow.

14 days ago · zacks.com

WDC entered fiscal 2027 with stronger cash generation, a net cash position and plans to keep returning free cash flow to shareholders.

18 days ago · seekingalpha.com

Docusign remains a critical enterprise utility, rebounding post-Q2 with better-than-expected growth and strong operating margins. DOCU excels in multi-product platform sales, enriching margins and generating robust earnings and free cash flow. Despite lacking novel AI features, DOCU's indispensable role in modern workflows and potential for consumption-based pricing drive its investment appeal.

26 days ago · seekingalpha.com

AT&T is upgraded to Strong Buy, reflecting improved FCF guidance, pricing power, and earnings acceleration. T now guides FCF to ~$18B for 2026, with coverage and dividend growth prospects improving and buybacks set to retire ~5.5% of shares. Wireless ARPU and net adds are both rising, supporting a growth thesis with pricing power and a robust EBITDA trajectory through 2028.