Truist Raises its Price Target on Cummins (CMI)
On July 2, 2026, Truist raised the firm’s price target on Cummins Inc. (NYSE:CMI) to $901 from $815 and kept a Buy rating on the shares.
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Here’s Why HP (HPE) is Among the 15 Best Data Center Stocks to Buy and Hold for the Next Decade
On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking.
Truist Keeps Buy Rating on AECOM (ACM)
On July 2, 2026, Truist lowered the firm’s price target on AECOM (NYSE:ACM) to $102 from $109 and kept a Buy rating on the shares.
Jacobs Solutions (J) Selected for 288MW Palmer Wind Farm Project
On July 2, 2026, Jacobs Solutions Inc. (NYSE:J) was selected by Tilt Renewables as Owner’s Engineer for its 288-megawatt Palmer Wind Farm near Adelaide, South Australia.
Truist Raises its Price Target on MasTec (MTZ)
On July 2, 2026, Truist raised the firm’s price target on MasTec, Inc. (NYSE:MTZ) to $550 from $518 and kept a Buy rating on the shares.
JPMorgan Upgrades Primoris Services (PRIM) to Overweight
On June 29, 2026, JPMorgan analyst Mark Strouse upgraded Primoris Services Corporation (NYSE:PRIM) to Overweight from Neutral with a price target of $116, up from $105.
Tetra Tech (TTEK) Wins $49M U.S. Army Corps Contract
On June 25, 2026, Tetra Tech, Inc. (NASDAQ:TTEK) announced that the U.S. Army Corps of Engineers Mobile District selected the company for a $49M multiple-award contract.
Goldman Sachs Removes nVent Electric (NVT) from US Conviction List
On June 10, Bernstein initiated coverage of nVent Electric with an Outperform rating and $218 price target.
Truist Raises its Price Target on SPX Technologies (SPXC)
On July 2, 2026, Truist raised the firm’s price target on SPX Technologies, Inc. (NYSE:SPXC) to $295 from $261 previously and kept a Buy rating on the shares.
Is Digital Realty (DLR) the Best Data Center Stock to Buy and Hold for the Next Decade?
On June 30, 2026, Digital Realty Trust, Inc.
Truist Raises its Price Target on Parker-Hannifin (PH)
On July 2, 2026, Truist analyst Jamie Cook raised the firm’s price target on Parker-Hannifin Corporation (NYSE:PH) to $1,269 from $1,147 and kept a Buy rating on the shares.
Barclays Raises its Price Target on Legence (LGN)
On June 22, 2026, Barclays raised the firm’s price target on Legence Corp. (NASDAQ:LGN) to $80 from $60 and kept an Equal Weight rating on the shares.
Stifel Raises its Price Target on Power Integrations (POWI)
On June 24, 2026, Stifel raised the firm’s price target on Power Integrations, Inc. (NASDAQ:POWI) to $95 from $82 and kept a Buy rating on the shares.
AXT (AXTI) Appoints Tracy Liu to Board of Director
On June 23, 2026, AXT, Inc. (NASDAQ:AXTI) announced that Tracy Liu was appointed to its Board of Directors, effective June 17, 2026.
Comfort Systems (FIX): The Best Data Center Stock to Buy and Hold for the Next Decade
On June 23, Comfort Systems USA, Inc. (NYSE:FIX) announced that Craig Sasser, currently Regional Vice President, Atlantic Region, will be appointed COO, effective July 1.
SailPoint (SAIL) Backs Q2 Guidance at Investor Day
On June 17, 2026, SailPoint, Inc. (NASDAQ:SAIL) backed its Q2 adjusted EPS guidance of 7c-8c, compared with the consensus of 8c.
UBS Raises its Price Target on JFrog (FROG)
On July 2, 2026, UBS analyst Radi Sultan raised the firm’s price target on JFrog Ltd. (NASDAQ:FROG) to $110 from $92 and kept a Buy rating on the shares.
Is Cloudflare (NET) the Best High Growth Cybersecurity Stock to Buy Now?
On July 1, 2026, Cloudflare, Inc.
Here’s Why Palo Alto (PANW) is Among the 8 High Growth Cybersecurity Stocks to Buy Now
Also on July 1, BTIG raised the firm’s price target on Palo Alto Networks to $380 from $333, kept a Buy rating on the shares, and reiterated Palo Alto as the “top pick” ...
WidePoint (WYY) Says ITMS Command Center Deployment Remains on Schedule
On June 30, 2026, WidePoint Corporation (NYSE American:WYY) said deployment of its previously announced FedRAMP Authorized ITMS™ Command Center Platform for a leading U.S.
Castellum (CTM) Subsidiary Wins $4M U.S. Navy Modernization Subcontract
On June 24, 2026, Castellum, Inc.
Citi Raises its Price Target on V2X (VVX)
On July 1, 2026, Citi raised the firm’s price target on V2X, Inc. (NYSE:VVX) to $75 from $72 and kept a Neutral rating on the shares.
Datadog (DDOG): The Best High Growth Cybersecurity Stock to Buy Now
On July 1, 2026, Datadog, Inc. (NASDAQ: DDOG) announced the acquisition of Adaptive ML.
Cantor Fitzgerald Raises its Price Target on KLA (KLAC)
On June 29, 2026, Cantor Fitzgerald raised its price target on KLA Corporation (NASDAQ:KLAC) to $325 from $250 and kept an Overweight rating.
Here’s Why Vertiv (VRT) is Among the 10 Best Pick and Shovel AI Stocks to Invest In
On July 1, 2026, Vertiv Holdings Co (NYSE:VRT) announced the opening of its manufacturing facility in Johor, Malaysia, expanding its manufacturing footprint to support demand ...
Ciena (CIEN) Names New Supply Chain and Product Technology Chiefs
On June 22, 2026, Ciena Corporation (NYSE:CIEN) announced the appointment of Grant Hoffman as Chief Supply Chain Officer and the transition of Brodie Gage to Chief Product and...
Barclays Raises its Price Target on Equinix (EQIX)
On July 1, 2026, Barclays raised its price target on Equinix, Inc. (NASDAQ:EQIX) to $1,130 from $1,109 and kept an Equal Weight rating.
Is Seagate (STX) the Best Pick and Shovel AI Stock to Invest In?
On July 1, 2026, BofA analyst Wamsi Mohan raised the firm’s price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,150 from $1,000 and kept a Buy rating.
Barclays Raises its Price Target on Digital Realty (DLR)
On July 1, 2026, Barclays raised its price target on Digital Realty Trust, Inc. (NYSE:DLR) to $197 from $189 and kept an Equal Weight rating.
Barclays Raises its Price Target on Iron Mountain (IRM)
On July 1, 2026, Barclays analyst Brendan Lynch raised the firm’s price target on Iron Mountain Incorporated (NYSE:IRM) to $143 from $127 and kept an Overweight rating.
Rosenblatt Reiterates Buy Rating on CoreWeave (CRWV)
On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc.
Citi Keeps Neutral Rating on Constellation Energy (CEG)
On July 1, 2026, Citi lowered its price target on Constellation Energy Corporation (NASDAQ:CEG) to $297 from $348 previously and kept a Neutral rating on the shares.
Quanta (PWR): The Best Pick and Shovel AI Stock to Invest In
On July 2, 2026, Truist raised its price target on Quanta Services, Inc. (NYSE:PWR) to $940 from $851 and kept a Buy rating.
How Parker-Hannifin Corporation’s (PH) Motion-Control Layer Anchors Its Automation Exposure
On June 30, Barron’s discussed Mizuho’s physical AI investment framework and included Parker-Hannifin among companies positioned in the component layer that supports automation...
Why AMETEK, Inc.’s (AME) Precision Motion and Instrumentation Matter for Physical AI
On June 30, Barron’s discussed Mizuho’s physical AI framework and included AMETEK among preferred companies tied to the automation and component layers of the trend.
How Emerson Electric Co.’s (EMR) Wireless Gas Sensor Fits the Connected Process Automation Thesis
On June 15, Emerson added combustible gas detection to its core wireless sensor portfolio with the Rosemount 928 wireless gas monitor.
Why ATS Corporation (ATS) Remains a Direct Play on Custom Automation Systems Demand
On May 28, ATS reported fiscal fourth-quarter results that kept the automation story grounded in actual systems revenue rather than concept-stage technology.
How Lincoln Electric Holdings, Inc.’s (LECO) Welding Systems Tie Automation to Labor and Throughput Gains
On June 30, Lincoln Electric Automation began its Demo Days 2026 event in Scheifling, Austria, highlighting automated welding, cutting and inspection systems.
Why Rockwell Automation, Inc.’s (ROK) Smart Manufacturing Work Keeps It Central to Connected Factories
On June 16, Rockwell Automation and the Center for Automotive Research released a white paper on smart manufacturing in automotive, tire and battery production.
How Cognex Corporation’s (CGNX) Machine Vision Focus Keeps It Close to AI-Enabled Factory Automation
On June 16, Cognex said its CEO would join the Automate 2026 opening keynote alongside leaders from FANUC, Schneider Electric and Intrinsic, with the discussion focused on AI, ...
Why Regal Rexnord Corporation’s (RRX) Motion Components Matter Inside the Automation Stack
On July 1, Business Insider covered Kerrisdale Capital’s long thesis on the company, with the investor highlighting Regal Rexnord’s exposure to data-center and robotics supply...
How Teradyne, Inc.’s (TER) Robotics Demos Keep Its Automation Story Grounded in Factory Use Cases
On June 18, Teradyne Robotics said it would showcase production-ready physical AI applications at Automate 2026, with demos spanning electronics manufacturing, logistics and flexible...
Micron Technology (MU) Enters Into a Strategic Customer Agreement With General Motors
On July 1, Micron Technology Inc.
Wells Fargo Upholds Overweight Rating for Advanced Micro Devices (AMD)
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of BlackRock’s 30 most important AI stocks right now.
NVIDIA Corp. (NVDA) Shares Updates Around Claude Models Running on Blackwell Ultra GPUs
On June 29, the company shared that Anthropic’s Claude models in Microsoft Foundry, hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell Ultra GPUs, are now publicly...
UBS Raises Price Target for Marvell Technology (MRVL)
On June 29, Timothy Arcuri from UBS increased his target price for Marvell Technology Inc.
Broadcom (AVGO) is One of BlackRock’s 30 Most Important AI Stocks, Here is Why
In early June, Broadcom Inc. (NASDAQ:AVGO) highlighted its broadband Edge AI portfolio.
Oracle (ORCL) Announces Third Cohort of Oracle Defense Ecosystem
On June 25, Oracle Corp.
Super Micro Computer (SMCI) Expands Its Edge AI Computing Hardware Offerings
Super Micro Computer Inc. (NASDAQ:SMCI) is one of BlackRock’s 30 most important AI stocks right now.
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