Earnings week ahead: FDX, BABA, XPEV, MU, GIS, DOCU, OKLO, ACN, and more

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• Micron has likely secured early HBM4 orders

  60% confidence

• Alibaba rated Sell, citing heavy reliance on China's domestic economy and ongoing macro and geopolitical uncertainties that could weigh on long-term growth

  60% confidence

• Samsung Electronics's HBM4 production ramp could pressure Micron's market share

  60% confidence

• Alibaba named as top pick among Chinese tech companies, maintaining an Overweight rating and calling it a potential global AI winner

  60% confidence

• Memory cycle to remain robust, forecasting DRAM contract prices to jump about 100% in Q1 2026, followed by more than 30% sequential growth in Q2

  60% confidence

• Alibaba expected to beat conservative Q3 estimates and provide upbeat commentary, supported by cloud growth, improving quick-commerce margins, and strong user retention. Price target set at $153.51, implying about 15-16% upside

  60% confidence

• Micron Q2 revenue projected at $23B with 77% gross margins, and Q3 revenue potentially reaching $29B with margins expanding further

  60% confidence

• Dollar Tree is likely to post solid Q4 earnings supported by strong sales momentum and holiday-season assortments. Fair value for DLTR estimated at about $134.80 per share

  60% confidence

• DocuSign's valuation has compressed significantly despite steady revenue growth and improving free cash flow. AI disruption concerns may be overstated, as digital agreement infrastructure remains deeply embedded in enterprise software ecosystems

  60% confidence

• XPeng's performance since the second half of 2024 supports its competitive positioning. Additional upside from emerging businesses such as AeroHT, robotaxis, and humanoid robotics, which could add about $7B in enterprise value. Price target of $25.50 for XPEV

  60% confidence

• Micron may need consistent beat-and-raise quarters to sustain momentum after a 215% rally since last summer

  60% confidence

• DocuSign is experimenting with a potential 50% price increase for eSignature Professional tier while raising the annual envelope limit from 100 to unlimited

  60% confidence

• Management confirmed pricing tests are underway but noted that no final decisions have been made

  60% confidence

• Expanding international adoption and growth in the IAM platform could provide new revenue streams beyond core e-signature services

  60% confidence

• The pricing test impact is difficult to quantify due to limited data, though the initiative could support growth in FY2027 and FY2028

  60% confidence

• Strong fiscal Q1 results with $13.6B revenue, 56.8% gross margin, $4.78 EPS, and a record $3.9B in free cash flow. AI-driven demand has tightened supply, with HBM capacity sold out through 2026

  60% confidence

• Micron price target raised to $430 from $385, citing rising memory prices and robust AI demand

  60% confidence

• Micron price target lifted to $525 from $345 while maintaining a positive rating

  60% confidence

• Positive remarks after testing XPeng's VLA 2.0 autonomous driving system in Guangzhou

  60% confidence

Cited in these Via News reports

• Autonomous Vehicle Makers Abandon Black-Box AI for Verifiable Systems as Global Road Deaths Hit 2 Million Annually →
• Canadian Autonomous Truck Firm Waabi Deploys Level 4 System, Challenges Black Box AI Approach →
• Computer Vision Systems Deploy Across Global Retail and Industrial Sites After Pilot Phase →
• NVIDIA Agent Toolkit Sparks Global Enterprise AI Platform Race →
• NVIDIA Vision Platforms Drive Global Autonomous Deployment as Trucking, Robotics Firms Scale Level 4 Systems →
• Nine Enterprise AI Tools Deploy Across Global Banking, Engineering, and Retail Sectors →
• Waabi Bets on Verifiable AI for Autonomous Trucks as Global Industry Confronts Black Box Safety Crisis →