Maxim Weekly Maxim Weekly

Gartner shareholders still show a solid five-year CAGR, supported by strong EPS growth, but the stock has fallen sharply over the past year, creating a debate between "broken story" and "reset valuation." Analysts are mixed with a consensus Hold and recent target cuts, while leverage remains a key watch item. Recent insider buying is highlighted as a potential confidence signal, but the next leg likely hinges on whether revenue and earnings trends stay intact.

Quanta Services saw multiple institutions increase positions, reinforcing the market's view that grid modernization demand can sustain strong growth. The company recently beat expectations and raised FY2025 guidance, with several analysts also lifting targets and ratings. The main pushback in the coverage is valuation, with a high P/E and notable insider selling suggesting expectations are already rich.

Uber saw a small after-hours dip on thin New Year's Eve trading, with attention shifting to Q4 earnings and whether it can meet prior gross bookings and adjusted EBITDA guidance. Separately, Uber is reportedly in talks to acquire SpotHero, a move that could improve parking workflows for drivers and support broader platform ambitions, including autonomous-taxi efforts. The articles also flag legal and regulatory risk, including an FTC and multi-state complaint tied to Uber One, plus insider selling as a sentiment check.

UnitedHealth's coverage focused on medical-cost trends and regulatory scrutiny as the two swing factors for earnings, with particular attention on Optum-related compliance processes. External audits are expected to drive more automation and standardized workflows, and the company plans to publish visit-review results in Q1 2026. Institutional ownership remains high and recent results beat expectations, but investors are clearly watching the Jan. 27 full-year results and 2026 guidance for Medicare Advantage and medical-care ratio signals.

Wells Fargo won a price-target raise and Buy rating from Truist, citing improving efficiency and higher longer-term EPS expectations after management updates. Management also emphasized AI-driven productivity gains, while acknowledging workforce reductions and near-term severance costs as part of the transition. Separately, a consumer fraud-reimbursement dispute drew public attention, with Wells Fargo re-reviewing the claim, a reminder that reputational and regulatory risks can surface alongside improving fundamentals.