BofA Lowers PT for Old Dominion (ODFL), Maintains Neutral Rating
Ken Hoexter from BofA made the update following Old Dominion’s mid-second quarter 2025 result.
Author Archive - Ali Hassan
Amazon (AMZN) Pledges $10 Billion to Expand AI Infrastructure in North Carolina
The investment is expected to create over 500 jobs for data center engineers, network specialists, and other technical roles.
Citi Reiterates Buy Rating on Nio Inc. (NIO) Stock, Remains Positive on Q2 Outlook
Citi analyst Jeff Chung remains positive about Nio Inc.’s future prospects despite increasing losses in Q1 2025.
Barclays Cuts Nio Inc. (NIO) PT, Maintains Underweight Rating
Barclays analyst Jiong Shao lowered the price on NIO following the company's widening losses reported during Q1 2025.
Rocket Lab (RKLB) Announces Launch Window for 66th Mission
The mission, The Mountain God Guards, will be launched from the company’s complex 1 in New Zealand, starting June 10, the opening of the launch window.
BofA Reiterates Buy Rating on HP Enterprise (HPE) After Strong Q2 Results
Wamsi Mohan from BofA Securities keeps his positive view on HPE based on the company’s strong growth during Q2 2025. HPE exceeded both the revenue and earnings estimates.
Barclays Increases PT on HP Enterprise (HPE) Following Robust Q2 Results
Barclays analyst Tim Long raised the price target on HPE following robust Q2 2025 results.
Goldman Sachs Raises Li Auto (LI) PT After Solid Q1 Report
Tina Hou from Goldman Sachs made the price target upgrade after the company’s gross profit and GAAP net profit exceeded Hou's estimates by 6% and 21%, respectively, driven by...
Mizuho Lowers Nio Inc. (NIO) PT, Maintains Neutral Rating
Vijay Rakesh from Mizuho made the update following Nio’s first quarter 2025 results.
Brookfield Plans to Invest $9.9 billion to Build AI Data Center in Sweden
The data center is expected to create 1,000 new permanent jobs and nearly 2,000 jobs over the 10-15 year construction process.
Cantor Fitzgerald Initiates Coverage of Sprout Social (SPT) With Neutral Rating
Brett Knoblauch from Cantor Fitzgerald noted that the company is gaining market share in the Social Media Management sector.
JPMorgan Downgrades Rating on Bumble (BMBL) Amid Revenue Pressure
JPM Analyst, Cory Carpenter, noted that while the company’s shares surged over 50% since its restructuring fiasco, the surge was likely driven by cost cuts rather than sustainable...
Fresh Del Monte (FDP) Launches Its Premium Pinkglow Apple in UAE
From June 4, consumers in the UAE will be able to purchase Pinkglow on the e-commerce platform, Talabat.
UBS Raises PT on Netflix (NFLX) Amid Strong Trends, Keeps Buy Rating
UBS analyst John Hodulik increased the price target for NFLX stock, citing the company’s strong viewership and a favorable industry backdrop.
Jefferies Upgrades Unity (U) Stock from Hold to Buy, Lifts PT
Brent Thill from Jefferies made the rating and price upgrade on U stock after the company exceeded its Q1 2025 results.
BofA Raises Netflix (NFLX) PT Ahead of Squid Game S3 Launch
Jessica Reif Ehrlich from BofA Securities increased the price target on NFLX, citing the company’s dominant scale, strong subscriber growth, and expanding advertising and live...
Deutsche Bank Lifts New York Times (NYT) PT After AI Deal with Amazon
Benjamin Soff from Deutsche Bank raised his price target on NYT following the company’s AI deal with Amazon.com, Inc. (NASDAQ:AMZN).
JPMorgan Raises PT on Ulta Beauty (ULTA) Stock After Strong Q1 Report
Christopher Horvers from JPMorgan increased the price target on ULTA after the company posted above-expectation results during Q1 FY2025.
Morgan Stanley Increases PT on Ulta Beauty (ULTA), Maintains Overweight Rating
Simeon Gutman from Morgan Stanley made this upgrade as he sees room for multiple expansions and upside for ULTA ahead.
Piper Sandler Raises Pure Storage (PSTG) PT, Keeps Overweight Rating
James Fish from Piper Sandler made the price target upgrade on PSTG after reviewing the company’s progress and its contract with Meta Platforms.
Infosys’ Business Process Management Arm Reveals AI Agents for Invoice Processing
Infosys BPM’s latest AI agents will improve invoice processing within its flagship Infosys Accounts Payable on Cloud solution.
TD Cowen Increases PT on Dell Technologies (DELL) Stock, Maintains Hold Rating
Krish Sankar from TD Cowen raised the price target on Dell Technologies following robust AI server orders and Commercial PC sales during Q1 FY2026.
DA Davidson Lifts PT on Ulta Beauty (ULTA) Following Q1 Beat, Keeps Buy Rating
Michael Baker from DA Davidson raised the price target on ULTA following its Q1 2025 earnings beat and guidance increase.
Wedbush Keeps Neutral Rating on Uber Technologies (UBER) Stock
Scott Devitt from Wedbush Securities recently shared his views on Uber, highlighting that Tesla’s Robotaxi ambitions pose a long-term threat to Uber’s business model.
Northrop Grumman Invests $50 Million in Private Space Firm Firefly Aerospace
On May 29, Northrop Grumman Corporation (NYSE:NOC) announced that it has invested $50 million into Firefly Aerospace to further expand production of their co-developed medium ...
Boeing Targets to Wrap Up 737 MAX Variants by Year-End, Says CEO Kelly Ortberg
Boeing’s near-term priorities are to complete the current development programs and get them through the certification process, Ortberg said.
Affirm Extends Collaboration With Williams-Sonoma into Canada
Affirm Holdings and Williams-Sonoma are expanding their multi-year partnership and bringing the Affirm payment network to Canadians shopping at Williams-Sonoma’s brands.
Piper Sandler Lifts Nvidia (NVDA) Price Target to $180, Maintains Overweight Rating
Harsh Kumar from Piper Sandler raised the price target on the chip maker after Nvidia’s strong quarterly results.
Diebold Nixdorf Establishes New Retail Technology Facility in Ohio, Expands U.S.-Based Production
Diebold Nixdorf’s new retail technology production line in the North Canton manufacturing facility will ensure continuity and localized delivery for domestic products.
Susquehanna Raises Broadcom (AVGO) Price Target, Keeps Buy Rating
Christopher Rolland from Susquehanna increased the price target on AVGO after reviewing the company’s custom silicon AI chips prospects, fueled by the growing AI infrastructure...
Mizuho Raises Nvidia (NVDA) Price Target to $170 Following Q1 Results, Keeps Buy Rating
Vijay Rakesh from Mizuho has increased the price target on NVDA following the Q1 print, as the chip maker exceeded revenue estimates.
HSBC Upgrades Advanced Micro Devices (AMD) Stock to Hold, Lifts PT
Frank Lee from HSBC made this upgrade on AMD, citing the recent Saudi Arabia AI deal and easing of tariff tensions to be a positive development for the company.
Canaccord Reiterates Buy Rating on The Bank of Nova Scotia (BNS) After Mixed Q2 Results
On May 27, Canaccord reiterated its Buy rating on The Bank of Nova Scotia (NYSE:BNS), keeping its price target at C$79.
Morgan Stanley Lowers PT on Marvell (MRVL) Stock, Keeps Equal Weight Rating
Joseph Moore from Morgan Stanley downgraded the price target on MRVL after the company revised its revenue guidance for the upcoming Q1 FY2026 report on May 29.
Citi Reiterates Buy Rating on Apple (AAPL), Keeps PT at $240
Atif Malik from Citi maintains his rating on Apple, as he sees President Trump’s announcement of 25% tariffs on Apple Inc.
Morgan Stanley Maintains Overweight on WeRide (WRD) Stock, Cuts PT
Tim Hsiao from Morgan Stanley has lowered WeRide’s price target as he sees high volatility in the Chinese robotaxi market.
BMO Capital Maintains Outperform Rating on Intuit (INTU) After Q3 Report
Daniel Jester from BMO Capital raised INTU’s price target after the company delivered strong Q3 2025 results and increased its FY2025 guidance. Intuit Inc.
Macquarie Upgrades XPeng (XPEV) to Outperform
Eugene Hsiao from Macquarie made this upgrade following XPeng’s strong Q1 2025 report, another quarter that is leading the company towards net profit.
Cathie Wood’s Ark Invest is Betting Big on TSMC
Ark Invest funds are snapping up TSMC stock, indicating a strategic shift towards this non-Nvidia chip stock.
Light & Wonder (LNW) Reaffirms FY25 EBITDA Target of $1.4 Billion, Eyes Gaming Expansion
The company reported key strategic decisions and financial targets for FY25, highlighted during its investor day on May 20 in New York City.
Silicon Laboratories Launches New Series of SoCs, Backing the Next Wave of IoT Breakthroughs
Built on the advanced 22 nm process node, the Series 3 will power breakthroughs in computer power, energy efficiency, integration, and security.
BofA Maintains Buy Rating on XPeng (XPEV) Following Q1 Report
Ming-Hsung Lee from BofA Securities raised the price target after the company exceeded revenue and earnings estimates for the first quarter of 2025.
Jefferies Raises PT on The Gap (GAP), Keeps Hold Rating
Corey Tarlowe from Jefferies has lifted the price target on GAP ahead of its Q1 2025 earnings release on May 29.
Macquarie Increases PT on Baidu (BIDU) Stock, Maintains Neutral Rating
Ellie Jiang from Macquarie raised the price target on Baidu following strong Q1 2025 results that were mainly driven by robust AI cloud demand.
Benchmark Reiterates Buy Rating on Silicon Laboratories (SLAB) Stock, Keeps PT at $160
Cody Acree from Benchmark Co. kept its rating on SLAB after assessing the company’s market position and future growth prospects following Q1 outcomes.
William Blair Reiterates Hold Rating on Palantir Technologies (PLTR) Stock
On May 21, William Blair reiterated its Hold Rating on Palantir Technologies Inc.
Alphabet’s Waymo to Reach $6 Billion in Bookings by 2034 According to TD Cowen
On May 22, TD Cowen analyst John Blackledge said that Alphabet Inc.'s (NASDAQ:GOOGL) autonomous vehicle ride-hailing service Waymo is projected to achieve a gross booking of $...
Stifel Lifts PT on Analog Devices (ADI), Maintains Buy Rating Ahead of Earnings Tomorrow
Tore Svanberg from Stifel increased the price target on ADI ahead of its earnings tomorrow.
Chermours, DataVolt Sign Agreement to Boost Liquid Cooling Solution for AI Data Centers
On May 19, The Chemours Company (NYSE:CC) announced its partnership with DataVolt, an operator of data management platforms with supercomputing capabilities, to develop advanced...
Samsara Partners WasteVision AI to Enhance Waste Management Capabilities
On May 19, Samsara Inc. (NYSE:IOT) announced a partnership with WasteVision AI to enhance waste management capabilities.
