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Bank of America maintained its Buy rating on Apple but lowered its price target to $370 from $380. The launch of the foldable iPhone Duo is expected to boost unit sales, though lower pricing and risi…
Bank of America raised its Microsoft price target to $600 from $500, citing accelerating Azure cloud growth, over 30 million Copilot seats, and improved AI infrastructure cost efficiencies like the M…
Bank of America raised Microsoft's price target to $600 following accelerating Azure cloud and AI growth. Technical indicators show strong bullish momentum supported by solid fundamentals and backing…
John Ternus succeeds Tim Cook as Apple CEO, bringing a meticulous product-focused design philosophy reminiscent of Steve Jobs. BofA Securities maintains a Buy rating with a $380 price target, project…
Bank of America reiterated a Buy rating on Nvidia with a $350 price target, arguing market concerns over its $300 billion AI ecosystem financing commitments are overblown given its projected $470 bil…
Nvidia dipped 2% amid surging Treasury yields and a broader semiconductor pullback. Despite short-term macro pressure, BofA reiterated a Buy rating with a $350 price target, citing robust AI compute …
Nebius Group (NBIS) posted 454% YoY revenue growth and a 34% stock jump after Q2 earnings, prompting BofA to raise its price target to $310. Strong AI Cloud economics, a $40B backlog, and improving m…
Nvidia accelerates next-gen Feynman AI platform development with TSMC, targeting 2028 launch. BofA maintains top pick rating with $350 price target, forecasting Q2 revenue above guidance and strong Q…
Tesla's Q3 revenue rose 26% YoY but automotive margins fell to 16.9%, disappointing investors. BofA cut 2026 EPS estimates by 17% yet maintained a $460 price target, betting on FSD, Robotaxi, and Opt…
BofA reiterates Buy on ServiceNow ($130 target) after strong Q2 subscription growth and AI agent traction, though margins compressed and Q3 guidance was slightly light, raising questions about AI cos…
BofA reiterates Tesla Buy rating with $460 target (17.6% upside), citing delivery beat and robotaxi/Optimus progress, but flags negative free cash flow through 2028 and speculative long-term DCF assu…
BofA reiterates Buy on Alphabet ahead of Q2 earnings, raising EPS estimate to $8.38 due to $80B Anthropic stake revaluation. Cloud growth estimate raised to 70%, Search to 17%. Price target $430.
Tesla shares rose 2% after BofA upgraded the stock to Buy, citing leadership in consumer autonomy and growth potential in robo-taxi expansion across multiple U.S. cities in 2026.