Why is CSL stock rallying today?

CSL Ltd (CSL.AX) surged 24.15% in a week to A$169.41 after reporting FY2026 results with a A$2.6B statutory loss but better-than-expected underlying profit and FY27 guidance. Analysts raised targets to A$160–193, citing a valuation reset and buyback. The stock is overbought (RSI 82.3) but analysts see further upside.

Riskified (RSKD) reported Q2 2026 revenue growth of 22% YoY to $98.7M, with non-GAAP gross profit up 13% and adjusted EBITDA up 84%. The company raised its full-year outlook, citing increased demand due to a complex fraud environment. The platform's expanded capabilities, including fraud coverage and AI assistant ARIA, drove merchant adoption and upsell opportunities. New business momentum was strong across geographies and industries, with competitive win rates above 75%.

Target reported two consecutive quarters of growth, with Q2 net sales up 5.3% YoY to $26.5B and comparable sales up 3.8%. Digital sales rose 8.7%, and the company raised its full-year outlook. Despite this, shares fell 4% in premarket trading. Analysts note uneven growth in apparel and home, but see signs of a turnaround.

Walmart's Q2 revenue rose 5.9% to $187.9B, beating estimates, but U.S. comparable sales growth slowed to 2.6%, the lowest in over a year. High gas prices above $4/gallon are forcing shoppers to make trade-offs, impacting household budgets. Walmart faces $2B in additional fuel-related costs. The company is reinvesting $2.9B in tariff refunds into price rollbacks to help customers.

Fisher & Paykel Healthcare (FPH) provided first-half FY27 guidance, expecting $1.24B revenue and $280M net profit, up 14% and 24% respectively. Full-year outlook raised to $2.47B-$2.57B revenue and $525M-$565M net profit, including $23M in tariff refunds. Growth driven by strong demand and clinical practice changes.

Intel (INTC) reports Q3 revenue of $5.8B for its foundry business, with an operating loss of $2.1B. The company raised its 2026 capital spending outlook to over $20B and expects 2027 spending to be higher. Intel forecasts Q3 revenue between $15.8B and $16.8B, with a gross margin around 42%. Duquesne Management exited its stake, potentially shifting focus to AI software and Bitcoin mining. Analysts' average price target is $113.87.