Dec. 25, 2025•
Somewhat-Bullish
This article provides a comprehensive overview of Alphabet (GOOG) Class C stock ahead of the December 26, 2025 market open, detailing key factors such as its $4.75 billion acquisition of Intersect, the rollout of Gemini 3 Flash, and a $10 billion cybersecurity partnership with Palo Alto Networks. It also highlights ongoing regulatory challenges, including antitrust cases and DMA scrutiny, and discusses analyst forecasts and the company's capital return strategy. The piece aims to equip investors with critical information to navigate GOOG's performance.
Dec. 25, 2025•
Somewhat-Bullish
Northrop Grumman has seen significant share price appreciation in 2025, driven by increased defense spending expectations and geopolitical risks. A discounted cash flow analysis suggests the stock might be 13.8% overvalued, indicating investors are paying a premium for perceived quality and safety. However, a price-to-earnings comparison suggests the stock is undervalued relative to its industry and peers, with Simply Wall St's proprietary "Fair Ratio" indicating potential undervaluation.
Dec. 25, 2025•
Somewhat-Bullish
The Walt Disney Company is closing 2025 with significant momentum, including a major AI partnership with OpenAI, improving streaming profitability, and strong box office success from films like "Zootopia 2" and "Avatar: Fire and Ash." Analyst forecasts generally lean bullish for DIS stock into 2026, despite ongoing debates about labor implications of AI and the evolving sports streaming landscape. Disney's Experiences segment continues to be a strong profit engine, funding strategic investments and shareholder returns.
Dec. 25, 2025•
Somewhat-Bullish
Applied Materials (AMAT) ended 2025 with strong financial performance, achieving record FY2025 revenue and EPS, driven by demand in the AI-era semiconductor industry, despite challenges from U.S.-China export controls. The company issued a Q1 FY2026 outlook, declared a dividend, and unveiled new technologies for advanced chip manufacturing. Wall Street analysts are largely bullish for 2026, anticipating a "super-cycle" in DRAM and leading-edge foundry, while closely monitoring the impact of China's regulations.
