http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 21 Jul 2026 06:05:26 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/BTIG+sees+mixed+signals+for+Deckers+ahead+of+earnings/26791660.html <p>Investing.com -- BTIG shared industry checks ahead of Deckers Outdoor Corporation (NYSE:DECK) fiscal first quarter earnings on July 23 and On Holding AG (NYSE:ONON) second quarter earnings expected in mid-August.</p><p>For Deckers, which BTIG rates as Neutral, HOKA remains the near-term focus point. The firm said the market will concentrate on forward commentary for the fiscal second quarter, particularly regarding uptake of the new Clifton 11 and Clifton Pro launches. Industry checks suggest mixed initial reads with some potential for cannibalization. BTIG said lifestyle growth remains in early stages.</p><p>For On Holding, rated Buy with a $70 price target, BTIG noted that http://www.streetinsider.com/General+News/BTIG+sees+mixed+signals+for+Deckers+ahead+of+earnings/26791660.html Tue, 21 Jul 2026 06:05:26 -0400 DECK ONON http://www.streetinsider.com/General+News/BTIG+sees+mixed+signals+for+Deckers+ahead+of+earnings/26791660.html <p>Investing.com -- BTIG shared industry checks ahead of Deckers Outdoor Corporation (NYSE:DECK) fiscal first quarter earnings on July 23 and On Holding AG (NYSE:ONON) second quarter earnings expected in mid-August.</p><p>For Deckers, which BTIG rates as Neutral, HOKA remains the near-term focus point. The firm said the market will concentrate on forward commentary for the fiscal second quarter, particularly regarding uptake of the new Clifton 11 and Clifton Pro launches. Industry checks suggest mixed initial reads with some potential for cannibalization. BTIG said lifestyle growth remains in early stages.</p><p>For On Holding, rated Buy with a $70 price target, BTIG noted that http://www.streetinsider.com/General+News/BTIG+sees+mixed+signals+for+Deckers+ahead+of+earnings/26791660.html Tue, 21 Jul 2026 06:05:26 -0400 DECK ONON http://www.streetinsider.com/Options/On+Holding+AG+%28ONON%29+22K+contracts+of+January+50+calls+trade/26789234.html <p>On Holding AG (NYSE: ONON) 30-day call option implied volatility is 59; compared to its 52-week range of 36 to 66 with a focus on 22K contracts of January 50 calls. </p> http://www.streetinsider.com/Options/On+Holding+AG+%28ONON%29+22K+contracts+of+January+50+calls+trade/26789234.html Mon, 20 Jul 2026 14:23:07 -0400 ONON http://www.streetinsider.com/Analyst+Comments/Stifel+Reiterates+Buy+Rating+on+On+Holding+AG+%28ONON%29+as+%27Compelled+by+the+Setup%27/26760824.html <p>Stifel analyst Peter McGoldrick reiterated a Buy rating and $60.00 price target on On Holding AG (NYSE: ONON).</p><p>The analyst commented, "We remain compelled by the setup for ONON, and reaffirm our above-consensus outlook into the 2Q26 print; our CHF 899.6mn revenue growth (+20.1% y/y reported, +24.2% cc) and adj. EBITDA of CHF 184.2mn estimates (vs. Street CHF 880.5mn / CHF 170.7mn) reflect ongoing momentum in the core footwear business, traction with key retailers supported by our checks (see page 2-3), and continued development of growth drivers (apparel, APAC, retail). We expect FY26 revenue guidance moves higher by CHF 50mn (to http://www.streetinsider.com/Analyst+Comments/Stifel+Reiterates+Buy+Rating+on+On+Holding+AG+%28ONON%29+as+%27Compelled+by+the+Setup%27/26760824.html Mon, 13 Jul 2026 09:26:28 -0400 ONON http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+on+On+Holding+AG+%28ONON%29%3A+%27Too+Cheap+for+the+Scarcity+of+Growth%27/26755527.html <p>Piper Sandler analyst Anna Andreeva reiterated an Overweight rating and $50.00 price target on On Holding AG (NYSE: ONON).</p><p>The analyst commented: "Too Cheap for the Scarcity of Growth; Expect DTC Beat in 2Q26; At 16x PE and 10x EV/EBITDA, ONON's multiple continues to get little love, despite the scarcity value of 20%+ cc sales growth and EBITDA growing faster than that. With company managing Wholesale sell-in conservatively ahead of innovation in 2H26/'27, we tweak down our Wholesale est. for 2Q26 (to 20% vs. Street at 22%) but still expect a revenue beat driven by upside in DTC (model 30% vs. http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+on+On+Holding+AG+%28ONON%29%3A+%27Too+Cheap+for+the+Scarcity+of+Growth%27/26755527.html Fri, 10 Jul 2026 08:53:30 -0400 ONON http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html <p>KeyBanc analyst Bradley Thomas shares key insights from the KBCM 2Q26 Consumer Survey.</p><p>The analyst commented: "KBCM 2Q26 Consumer Survey: Key Insights: Spending intensions and financial confidence both weakened. Overall, the percent of respondents indicating they increased spending over the last three months weakened sequentially, driven by middle- and higher-income respondents, while lower-income respondents were roughly flat q/q. Financial confidence softened both q/q and y/y.  Inflation/cost of living remains an overhang on spending. Respondents continue to cite food costs (57%) and personal income (42%) as factors influencing their spending. 38% of respondents cited fuel costs as a factor, which ticked http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Key+Insights+from+KBCM+2Q26+Consumer+Survey/26738557.html Tue, 07 Jul 2026 07:41:46 -0400 AMZN BOBS CASY HD LOW MUSA ONON REAL SGI WMT WSM http://www.streetinsider.com/SEC+Filings/Form++144++++++++On+Holding+AG++++++++++++++++++++++++++Filed+by%3A+Hoffmann+Martin/26736949.html si-local-file:///var/storage/secattach/20260706/26736949.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++On+Holding+AG++++++++++++++++++++++++++Filed+by%3A+Hoffmann+Martin/26736949.html Mon, 06 Jul 2026 18:20:00 -0400 O.14498421 ONON http://www.streetinsider.com/SEC+Filings/Form++144++++++++On+Holding+AG++++++++++++++++++++++++++Filed+by%3A+Hoffmann+Martin/26736949.html si-local-file:///var/storage/secattach/20260706/26736949.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++On+Holding+AG++++++++++++++++++++++++++Filed+by%3A+Hoffmann+Martin/26736949.html Mon, 06 Jul 2026 18:20:00 -0400 O.14498421 ONON http://www.streetinsider.com/New+Coverage/JPMorgan+Reinstates+On+Holding+AG+%28ONON%29+at+Overweight%2C+places+on+Positive+Catalyst+Watch/26722916.html (Updated - July 2, 2026 2:35 AM EDT) <p>JPMorgan analyst Wendy Liu reinstates coverage on On Holding AG (NYSE: ONON) with a Overweight rating and a price target of $51.00.</p><p>The analyst comments: “We continue to view On as one of the best growth stories in the European sporting goods space, with significant double digit growth opportunities. We think 1) close to 30% DTC growth and a slower 25% wholesale growth in Q1, 2) healthy inventory, and 3) very strong Gross margin, means the company is taking a controlled, well-managed approach to growth, which protects brand equity and premium. On share prices http://www.streetinsider.com/New+Coverage/JPMorgan+Reinstates+On+Holding+AG+%28ONON%29+at+Overweight%2C+places+on+Positive+Catalyst+Watch/26722916.html Thu, 02 Jul 2026 02:35:35 -0400 ONON http://www.streetinsider.com/Analyst+Comments/JPMorgan+Reinstates+On+Holding+AG+%28ONON%29+at+Overweight%2C+places+on+Positive+Catalyst+Watch/26722916.html (Updated - July 2, 2026 2:35 AM EDT) <p>JPMorgan analyst Wendy Liu reinstates coverage on On Holding AG (NYSE: ONON) with a Overweight rating and a price target of $51.00.</p><p>The analyst comments: “We continue to view On as one of the best growth stories in the European sporting goods space, with significant double digit growth opportunities. We think 1) close to 30% DTC growth and a slower 25% wholesale growth in Q1, 2) healthy inventory, and 3) very strong Gross margin, means the company is taking a controlled, well-managed approach to growth, which protects brand equity and premium. On share prices http://www.streetinsider.com/Analyst+Comments/JPMorgan+Reinstates+On+Holding+AG+%28ONON%29+at+Overweight%2C+places+on+Positive+Catalyst+Watch/26722916.html Thu, 02 Jul 2026 02:35:35 -0400 ONON http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Helmersson+Helena/26702094.html si-local-file:///var/storage/secattach/20260629/26702094.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Helmersson+Helena/26702094.html Mon, 29 Jun 2026 07:29:00 -0400 O.14498421 ONON http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Helmersson+Helena/26702094.html si-local-file:///var/storage/secattach/20260629/26702094.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Helmersson+Helena/26702094.html Mon, 29 Jun 2026 07:29:00 -0400 O.14498421 ONON http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Miele+Laura/26702073.html si-local-file:///var/storage/secattach/20260629/26702073.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Miele+Laura/26702073.html Mon, 29 Jun 2026 07:27:00 -0400 O.14498421 ONON http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Miele+Laura/26702073.html si-local-file:///var/storage/secattach/20260629/26702073.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+25++Filed+by%3A+Miele+Laura/26702073.html Mon, 29 Jun 2026 07:27:00 -0400 O.14498421 ONON http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+22++Filed+by%3A+Sluis+Frank/26686647.html si-local-file:///var/storage/secattach/20260624/26686647.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++On+Holding+AG+++++++++++++For%3A+Jun+22++Filed+by%3A+Sluis+Frank/26686647.html Wed, 24 Jun 2026 17:57:00 -0400 O.14498421 ONON