Meta shares rallied after JPMorgan upgraded the stock to Overweight and raised its price target to $820 from $640, citing expanding monetization from its Muse AI agent. However, Oppenheimer remains c…
JPMorgan upgraded Meta Platforms to Overweight from Neutral and raised its price target to $820 from $640. The upgrade cites accelerating AI monetization beyond advertising, strong adoption of the Mu…
Apple unveiled the foldable iPhone Duo, marking its entry into foldable smartphones. The device features an ultra-thin, creaseless design priced from $1,999. Analysts expressed strong enthusiasm, wit…
Stifel raised Microsoft's price target to $530 from $450 following executive meetings, citing accelerating Copilot adoption and Azure efficiency gains. However, the brokerage maintained a Neutral rat…
Wall Street analysts at BofA and Stifel raised price targets on Microsoft to $600 and $530 respectively, citing rapid Azure and Copilot monetization despite heavy ongoing AI capital expenditures and …
BofA raised Microsoft's price target to $600 from $500 with a Buy rating following strong Q4 results. Azure revenue crossed $100 billion as AI investments show accelerating top-line growth, with Azur…
Wolfe Research raised Netflix's price target to $95 from $84 while reiterating an Outperform rating. The firm noted that recent engagement concerns were driven by content release timing rather than f…
Evercore ISI lifted Meta's price target to $860 from $820, highlighting a potential $22 billion annual revenue opportunity starting in 2027 by monetizing surplus AI compute. Analyst Mark Mahaney note…
JPMorgan analyst Doug Anmuth reiterated a $240 price target on SpaceX, citing the rapid growth of its AI ecosystem following the Cursor acquisition and Grok advancements. The research note highlights…
AMD secured major Helios AI design wins with Meta, OpenAI, and Anthropic, alongside rumored Google TPU collaborations. Despite brief post-earnings volatility, strong $4.7B debt financing and substant…
Citizens analyst Andrew Boone reiterated Market Outperform on Alphabet with a $515 price target, citing YouTube and search leadership, billion-user product distribution, and high profitability. Share…
Meta trades 26% below its $754 average price target after a post-earnings selloff driven by $31B quarterly capex and 91% FCF collapse. Analysts remain overwhelmingly bullish (55 Buys, 0 Sells) on lon…
Argus Research upgraded Boeing (BA) to Buy with a $265 price target, citing strong order backlog, improving cash flow, and production ramp-up. Wall Street consensus remains Strong Buy with $273 mean …
Cantor Fitzgerald reiterates $400 target on NXPI (not in tracked list) after 20% monthly drop from UBS downgrade and Ambarella acquisition rumors. Bull case hinges on China auto inventory clearing an…