Blue Owl Invests Additional $750M in AI Data Center Joint Venture
On May 28, Blue Owl Capital Inc.
Insider Monkey Blog
Stellantis Names New CEO, Taps 25-Year Veteran Antonio Filosa to Lead Revival
On May 28, Stellantis N.V. (NYSE:STLA) named a new CEO, Antonio Filosa. Filosa is the reigning Chief Operating Officer (COO) for the Americas and Chief Quality Officer.
Robinhood Expands Desktop Trading Platform to UK
Robinhood Markets, Inc. (NASDAQ:HOOD) launched its desktop trading platform in the UK on May 28.
HIVE Digital Achieves 10 EH/s Mining Breakthrough, Races Toward 25 EH/s Goal
HIVE Digital Technologies Ltd. (NASDAQ:HIVE) surpassed 10 Exahash per second (EH/s) in Bitcoin mining capacity, as reported on May 28.
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.
UBS Lifts PVH Corp (PVH) PT Ahead of Q1 Report
On May 28, UBS raised the firm’s target on PVH Corp. (NYSE:PVH) from $140 to $150, while maintaining a Buy rating on the stock.
H.C. Wainwright Keeps Buy Rating on Roivant Sciences (ROIV) Stock
The reiteration comes after the company appointed the current President and COO of Roivant, Dr. Eric Venker as CEO of Immunovant. Roivant Sciences Ltd.
UBS Lowers Price Target on Westlake (WLK), Keeps Buy Rating
On May 28, UBS lowered the firm’s price target on Westlake Corporation (NYSE:WLK) from $118 to $101, while keeping a Buy rating on the stock.
H.C. Wainwright Maintains Buy rating on BioLife (BLFS) Stock
On May 27, H.C. Wainwright reaffirmed its Buy rating on BioLife Solutions, Inc. (NASDAQ:BLFS) while keeping the price target the same at $30.
H.C. Wainwright Maintains Buy Rating on Tourmaline Bio (TRML) After Promising Phase 2 Results
On May 27, H.C. Wainwright analyst Yi Chen reiterated a Buy rating on Tourmaline Bio, Inc. (NASDAQ:TRML) while keeping the price target at $50.
Needham Reiterates Buy Rating on Extreme Networks (EXTR) After Extreme Connect Event
On May 27, Needham reiterated its Buy rating on Extreme Networks, Inc. (NASDAQ:EXTR) and kept the price target the same at $20.
UBS Trims MongoDB (MDB) Price Target, Maintains Neutral Rating
On May 27, UBS analyst Karl Keirstead revised his outlook on MongoDB, Inc. (NASDAQ:MDB), cutting the price target from $250.00 to $213.00.
Jefferies Raises Visa (V) Price Target, Maintains Buy Rating
The move follows stronger quarter-to-date trends and diminishing concerns over U.S. inbound travel, which had previously been flagged as a potential headwind.
Wolfe Research Maintains Outperform Rating on Home Depot (HD), Trims PT
The firm continues to back the retail giant’s position within the broader home improvement sector, even as macroeconomic headwinds persist.
Oppenheimer Downgrades Prothena Corporation (NASDAQ:PRTA) to Perform from Outperform
This rating update came after Prothena Corporation's (NASDAQ:PRTA) May 23 announcement that its Phase 3 AFFIRM-AL trial for birtamimab in amyloid light chain amyloidosis failed...
Hedge Fund and Insider Trading News: Ray Dalio, David Tepper, Warren Buffett, Bill Ackman, Saba Capital Management, Impactive Capital, Lakeland Financial Corp (LKFN), Tesla Inc (TSLA), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
JPMorgan Cuts PDD Holdings (PDD) Price Target on Growth Concerns
Analysts at JPMorgan have reiterated a Neutral rating on PDD Holdings Inc. (NASDAQ:PDD) and cut the price target to $105 from $125 on May 28.
Mizuho Securities Affirms Outperform Rating on Intuit (INTU)
On May 27, Mizuho Securities reiterated an Outperform rating on Intuit Inc.’s (NASDAQ:INTU) and maintained a price target of $825.
TD Cowen Affirms Buy Rating on Salesforce (CRM) Following Informatica Deal
Salesforce, Inc.’s (NYSE:CRM) acquisition approach and significant integration into the agentic AI roadmap is a strategic play likely to generate long-term value.
CFRA Hikes Price Target on Trip.com (TCOM), Maintains Hold Rating
Additionally, the analyst reiterated a Hold rating on the stock on concerns that the company’s revenue growth will slow down to 14.8% in 2025.
Canaccord Genuity Hikes Bridger Aerospace (BAER) Price Target on New Financial Strategy
Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER)'s bid to reduce its outstanding debt and bolster financial standing has caught the attention of analysts on Wall Street.
Americold Realty Trust Price Target Cut at Trust Securities on Disappointing Q1
On May 27, Truist Securities cut the price target for Americold Realty Trust, Inc. (NYSE:COLD) to $24 from $27 while maintaining a Buy rating.
TD Cowen Reaffirms Buy on Check Point (CHKP), Highlights Veriti Acquisition
Shaul Eyal, an analyst for the firm, emphasized the strategic importance of Check Point Software's recent acquisition and how it may improve the company's standing in the cybersecurity...
SharpLink Secures $425M Investment, Will Hold ETH as Primary Treasury Asset
SharpLink Gaming, Inc.
Mizuho Lifts Broadcom Target Amid Strong AI Market Prospects
Mizuho Securities raised its price target for Broadcom Inc. (NASDAQ:AVGO) from $250 to $300, while maintaining its Outperform rating, on May 27.
CenterPoint Energy’s EPS Forecast Prompts Jefferies To Lift Price Target
Julien Dumoulin-Smith, a Jefferies analyst, reiterated his Buy rating on CenterPoint Energy, Inc. (NYSE:CNP) on May 27 while raising his price target from $42 to $43.
Goldman Sachs Boosts Hesai Price Target After Strong Margin Performance
Goldman Sachs revised its outlook for Hesai Group (NASDAQ:HSAI) on May 27, reiterating its Buy rating and increasing the price target from $20.40 to $23.30.
Abercrombie & Fitch (ANF) Price Target Trimmed by Raymond James Amid Tariff Concerns
Raymond James analyst Rick Patel updated his price target for Abercrombie & Fitch Co.
JMP Maintains Bullish View on Caesars Entertainment (CZR) Despite Q2 Headwinds
Analysts at JMP Securities remain optimistic about Caesars Entertainment, Inc.
UBS Sees Misunderstood Strength in Lifestance Health Group (LFST), Upgrades to Buy
UBS analyst Kevin Caliendo raised the rating of LifeStance Health Group, Inc. (NASDAQ:LFST) from Neutral to Buy on May 27, with an unchanged price target of $8.50.
UBS Maintains Neutral on Peloton, Sees Modest EBITDA Growth by FY 2026
UBS analyst Arpine Kocharyan maintained a Neutral rating for Peloton Interactive, Inc.
BJ’s Wholesale Earns Price Target Hike on Fresh Food Gains, Says DA Davidson
On May 24, DA Davidson maintained its Buy rating and increased its price target on BJ’s Wholesale Club Holdings, Inc.
William Blair Reaffirms Outperform Rating on Rocket Pharma Despite Trial Setback
Sami Corwin, an analyst at William Blair, maintained his Outperform rating on Rocket Pharmaceuticals Inc.
West Pharmaceutical Services, Inc. (WST): A Bull Case Theory
We came across a bullish thesis on West Pharmaceutical Services, Inc. (WST) on Business Model Mastery’s Substack.
Bell Canada (BCE) Unveils Plan for 6 AI Data Centers in British Columbia
On Wednesday, BCE Inc.
Barclays Lifts CrowdStrike (CRWD) PT to $500 Ahead of FQ1 2026 Earnings
Barclays analyst Trevor Young has increased the price target on CrowdStrike Holdings Inc.
Barclays Cuts Champion Homes (SKY) PT to $72, Maintains Equal Weight Rating
On Wednesday, Barclays analyst Matthew Bouley reduced the price target on Champion Homes Inc.
Barclays Lifts Chewy (CHWY) PT to $50 on Strong FQ1 2026 Outlook
This adjustment comes as Barclays anticipates a strong performance from Chewy, with expectations of an FQ1 2026 revenue and EBITDA beat, along with FQ2 guidance that is ahead ...
JPMorgan Trims AutoZone (AZO) PT to $4,200 Despite Domestic Sales Beat, Cites Margin Pressures
This revision follows the company's FQ3 2025 report, which saw AutoZone deliver a domestic comparable sales beat but experience worse-than-expected margin pressures.
Broadridge Partners with Novisto to Launch Advanced Sustainability Reporting Platform
On Wednesday, Broadridge Financial Solutions Inc.
Jefferies Lifts Maplebear (CART) PT to $50 on Grocery GTV Growth
This adjustment reflects Jefferies' analysis of Maplebear's grocery business, which indicates a path to meeting consensus gross transaction volume (GTV).
Barclays Raises StepStone Group PT to $62 on Robust Private Wealth Growth
On Tuesday, Barclays analyst Benjamin Budish increased the price target for StepStone Group Inc.
Barclays Raises Privia Health (PRVA) PT to $24 on Strong Q1 Fee-for-Service Performance
On Tuesday, Barclays analyst Andrew Mok increased the price target on Privia Health Group Inc.
Goldman Sachs Downgrades Atmus Filtration (ATMU) to Neutral Amid Valuation Concerns
On Tuesday, Goldman Sachs analyst Jerry Revich downgraded Atmus Filtration Technologies Inc.
Nations Caught Between US and China: How are trade commodities affected?
Trade tensions between China and the US have been ongoing since 2018 and escalated into a full-scale trade war in 2025.
Barclays Upgrades Burberry (BURBY) to Equal Weight, Raises PT as Brand Concerns Ease
On Tuesday, Barclays analyst Carole Madjo upgraded Burberry Group (OTC:BURBY) to Equal Weight from Underweight, and increased its price target from 720 GBp to 1,000 GBp.
JPMorgan Raises VTEX Price Target to $7.50 on AI-Driven Margin Gains
On Tuesday, JPMorgan raised its price target on VTEX (NYSE:VTEX) to $7.50 from $6.50, while maintaining an Overweight rating.
Barclays Downgrades CoreWeave (CRWV) to Equal Weight, Lifts PT
On Tuesday, Barclays analyst Raimo Lenschow downgraded CoreWeave Inc. (NASDAQ:CRWV) from Overweight to Equal Weight but increased the price target from $70 to $100.
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