Wall Street Analysts Highlight AT&T, CrowdStrike, and Rivian in Tuesday’s Key Research Updates

Mar 10, 2026 12:06 UTC

T, AMGN, CRWD, GILD, HIMS, INTU, LOW, QCOM, RIVN, STRAT

Short term

Analyst calls on Tuesday focused on AT&T’s fiber expansion progress, CrowdStrike’s cloud security growth, and Rivian’s vehicle delivery outlook. Key metrics and guidance updates across tech, healthcare, and retail sectors were noted.

AT&T’s fiber footprint expanded to 40 million homes by end of Q1 2026
Amgen’s cardiovascular product revenue grew 12% YoY
CrowdStrike reported 38% YoY growth in annual recurring revenue (ARR)
Rivian’s Q1 2026 vehicle deliveries reached 18,200 units, below expectations
Gilead’s HIV treatment revenue declined 5% due to generic competition
Intuit’s TurboTax segment saw 7% decline in active users amid tax law changes

Tuesday’s Wall Street research activity spotlighted several high-profile companies across diverse sectors, with analysts emphasizing operational metrics and forward-looking guidance. AT&T reported that its fiber network now reaches 40 million homes, up from 35 million in Q4 2025, reinforcing its broadband expansion strategy. Meanwhile, Amgen’s latest data pointed to a 12% year-over-year increase in revenue from its cardiovascular pipeline, driven by the success of Repatha in the U.S. and European markets.