Rakuten Investment Management Inc. significantly reduced its stake in Skyworks Solutions (NASDAQ:SWKS) by 51.3% in the third quarter, selling 18,150 shares and retaining 17,224 shares valued at $1.52 million. Skyworks reported quarterly earnings that narrowly beat analyst estimates, with $1.28 EPS and $1.05 billion in revenue. Despite a Zacks upgrade to "Strong Buy," overall analyst sentiment remains cautious, with a consensus "Hold" rating and an average price target of $77.28, reflecting recent target reductions and negative ratings from several firms.

Ribbon Communications Inc. (NASDAQ:RBBN) has received a "Moderate Buy" consensus rating from Wall Street brokerages, with an average 12-month price target of $3.20. The company recently posted mixed quarterly results, beating EPS estimates but falling short on revenue, which still grew 1.7% year-over-year. Insider activity shows CEO Bruce McClelland increasing his stake by purchasing 60,000 shares.

Parallel Advisors LLC reduced its stake in Intuit Inc. (NASDAQ:INTU) by 12.7% in the third quarter, selling 3,253 shares and retaining 22,334 shares valued at $6.16 million. Despite mixed analyst ratings, Intuit reported strong quarterly earnings and revenue, exceeding expectations with a 13.7% year-over-year revenue increase, and raised its quarterly dividend to $1.38 per share. Insider activity also showed some share sales by company executives.

Mirae Asset Global Investments Co. Ltd. acquired a new stake of 18,221 shares, valued at approximately $2.61 million, in Jack Henry & Associates, Inc. during the third quarter. Jack Henry & Associates reported strong quarterly earnings, beating analyst expectations, and several firms have raised their price targets on the stock, contributing to a "Moderate Buy" consensus rating. The company also declared a quarterly dividend of $0.61 per share.

Chicago Partners Investment Group LLC recently acquired a new stake of 9,443 shares in NXP Semiconductors N.V., valued at approximately $2.22 million, according to its latest SEC filing. This acquisition highlights institutional interest in the semiconductor provider, as other firms also bought new positions. Meanwhile, NXP Semiconductors has seen some insider selling, though its stock price opened up 1.6% and the company recently announced a $5 billion share repurchase plan and a quarterly dividend.

Candriam S.C.A. significantly increased its stake in ServiceNow, Inc. (NYSE:NOW) by 45.9% in the 3rd quarter, acquiring an additional 572,638 shares and bringing its total holdings to 1,819,501 shares valued at $244.72 million. Other major institutional investors like BlackRock Inc. and State Street Corp also made substantial moves in ServiceNow shares. The article also covers recent analyst ratings, insider transactions, and ServiceNow's financial performance, including its Q3 earnings and outlook on AI integration.

Serve Robotics Inc. (NASDAQ:SERV) has an average "Moderate Buy" rating from analysts, with a consensus 12-month price target of $13.80. The company reported strong Q3 revenue growth, exceeding estimates and raising 2026 guidance, though profitability remains a challenge with widening losses. Recent insider selling and institutional investor activity also highlight shifts in ownership.

Verisk Analytics recently reported strong third-quarter 2026 results, with sales of US$809 million and diluted EPS of US$1.70, while reaffirming its full-year revenue and dividend guidance. The company is strategically integrating AI into its insurance intelligence platforms to enhance insurer workflows and strengthen its subscription model. Despite some near-term market headwinds like elongated sales cycles and softer insurance markets, management believes cash generation can comfortably support ongoing investments and shareholder returns.

Alps Advisors Inc. significantly increased its stake in ePlus inc. by 2,235.7% in the third quarter, acquiring an additional 148,112 shares to hold a total of 154,737 shares valued at $13.9 million. This increase follows ePlus reporting strong quarterly earnings, beating analyst expectations for both EPS and revenue. The company also announced a quarterly dividend of $0.27 per share, while institutional investors now own 93.80% of the stock.

Tesla will wind down production of its Cybertruck next year to make room for increased production of its self-driving Cybercab, according to CEO Elon Musk. The decision follows slow demand for the stainless-steel pickup, with only 1,914 Cybertrucks registered in the U.S. in October, significantly less than competitors like Ford.