Ratings/Major Brokerage Ratings
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Morgan Stanley has significantly raised its price target for Seagate Technology to $1,035
Svmuu News: According to market reports, Morgan Stanley has significantly raised its price target for Seagate Technology from $767 to $1,035. (Jin Shi)
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TD COWEN: Raises price target for Micron (MU.O) from $660 to $1,500
Svmuu News: TD COWEN raises its price target for Micron Technology (MU.O) from $660 to $1,500. (Jin Shi)
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Morgan Stanley: The global AI optical module PCB market is projected to grow at a compound annual growth rate (CAGR) of up to 83%, far exceeding the 60% growth rate of the optical module market during the same period.
Svmuu News: A recent report from Morgan Stanley predicts that as AI clusters continue to expand, the demand for data transmission between GPUs will grow exponentially, which will drive a rapid surge i
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Citrini: U.S. stocks have not yet peaked, but we may see frequent pullbacks of 10% to 15% in the coming months.
Svmuu News: In its latest article, leading investment research firm Citrini stated that the U.S. stock market has not yet peaked, and the recent market pullback is essentially just a long-overdue flus
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SpaceX(SPCX.O) Receives "Sell" Rating from Research Firm, Target Price $115
Svmuu reported that research firm CFRA has initiated coverage on SpaceX (SPCX.O) with a "Sell" rating and a target price of $115. (Jin10)
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Bank of America: Server CPU market could exceed $170 billion by 2030, benefiting Intel and AMD
Svmuu News: Vivek Arya, an analyst at Bank of America Global Research, has predicted that the total addressable market (TAM) for server CPUs could surge fourfold from $35 billion in 2025 to over $170
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JPMorgan Chase: BitcoinThe "currency depreciation trade" is losing steam
SvmuuJPMorgan: Bitcoin's "Currency Debasement Trade" Ebb Accelerates
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Bank of America: Raises Intel (INTC.O) price target from $96.00 to $135.00
Svmuu: Citing Jinshi, Bank of America has raised its price target for Intel (INTC.O) from $96.00 to $135.00, upgrading its rating from "Underperform" to "Buy."
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H.C. Wainwright Reiterates Strategy Buy Rating, Price Target $540
Svmuu News: BitcoinTreasuries.NET posted on X platform that investment bank H.C. Wainwright has reiterated its Buy rating for Bitcoin treasury company Strategy, with a price target of $540.
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Citigroup expects gold prices could fall to $3,500 per ounce by September
Svmuu reported that Citigroup expects if the Strait of Hormuz disruption continues into this summer, global gold buying demand could further contract, and gold prices may fall to $3,500 per ounce by S
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Bank of America: Raises Oracle (ORCL.N) price target from $200 to $240
Svmuu: Bank of America raised Oracle (ORCL.N) price target from $200 to $240. (Jin10)
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Goldman Sachs Sharply Raises Micron Target Price to $900
Svmuu reported that Goldman Sachs released a report, anticipating that sustained market tightness will drive Micron's performance significantly above market consensus expectations and the company's ow
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Citigroup lowers 3-month gold price target to $4,000/oz
Svmuureports that Citigroup has lowered its 3-month gold price target to $4,000 per ounce, from a previous target of $4,300 per ounce, while maintaining its 6-12 month gold price target unchanged at $
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Fitch: Strait of Hormuz closure has lasted 14 weeks, raising Brent crude oil average price forecast to $87 per barrel
Svmuu reported that Fitch noted the Strait of Hormuz closure has been ongoing for 14 weeks. Assuming it will not begin reopening until July, the agency has raised its 2026 average Brent crude oil pric
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BofA Global Research: raises Broadcom (AVGO.O) price target from $450 to $530
Svmuu News: BofA Global Research raises Broadcom (AVGO.O) price target from $450 to $530. (Jin10)
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TD Cowen Reaffirms Buy Rating for Strategy with $400 Price Target
Svmuu reported that Lance Vitanza, an analyst at TD Cowen, an investment bank with $15 billion in assets under management, reaffirmed a Buy rating for Strategy (MSTR), a Bitcoin treasury company, with
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Susquehanna sharply raises Micron price target to $1,750
Svmuureports that Susquehanna, a Wall Street quantitative trading giant, analyst Mehdi Hosseini has significantly raised the price target for Micron (MU) from $600 to $1,750, maintaining a "positive"
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Standard Chartered Maintains Long-Term Bullish View on ETH: Expects $4,000 by End of 2026, $40,000 by 2030
Geoffrey Kendrick, Head of Digital Assets Research at Standard Chartered Bank, stated that Ethereum's current trajectory is similar to Amazon's after the burst of the internet bubble in 2001. The pric
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Svmuu Evening Brief
1. Goldman Sachs raises its S&P 500 year-end target to 8,000 points; 2. Some banks in Hong Kong now require investors to sign a declaration confirming the source of funds when opening investment accou
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Goldman Sachs raises S&P 500 year-end target to 8,000 points
Svmuureports that Goldman Sachs has raised its S&P 500 year-end target from 7,600 to 8,000 points, citing upward revisions to earnings expectations following a strong first-quarter earnings season. (C
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UBS: Raises Micron Target Price to $1625, Maintains 'Buy' Rating
Svmuureported that UBS has released a report raising its earnings forecast for Micron Technology (MU.O). The report states that long-term agreements have been firmly implemented in most areas of the i
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Micron (MU) stock price surged 11.5%, hitting an all-time high
Svmuu reported that, according to data from MSX.COM, Micron Technology (MU.O) shares rose 11.5% to a record high, after UBS Group raised its price target from $535 to $1,625.
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UBS The Group: Raises Micron (MU) target price from $535 to $1,625
Svmuu: UBS Group has raised its price target for Micron Technology (MU.O) from $535 to $1,625. (Jin10)
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Cathie Wood: Bitcoin base target of $750,000 in 5 years, bull case at $1.25 million
Svmuureports that Ark Invest founder Cathie Wood shared her Bitcoin price forecast for the next five years, with a base-case target of $750,000 and a bull-case target of $1.25 million. Cathie Wood sta
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Piper Sandler cut Cisco's (CSCO) price target to $125 due to growth concerns, sending Cisco shares down about 5% on Tuesday.
Piper Sandler analysts lowered their price target for network equipment provider Cisco from $132 to $125, citing concerns that the industry's growth may have peaked, leading to lower P/E ratio expecta
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24/7 Wall St. analysts believe Alphabet (GOOG) could outperform other Magnificent Seven stocks in 2026, citing 82% Google Cloud growth and a P/E of 14.
24/7 Wall St. analysts believe Alphabet (GOOG) could outperform other Magnificent Seven stocks in 2026, citing 82% Google Cloud growth and a P/E of 14. Analysts set a price target of $504, implying 50
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Piper Sandler Initiates Qualcomm (QCOM) with Neutral Rating, $190 Price Target; Firm Sees $15B+ Datacenter Revenue by FY2029
Piper Sandler analyst David O'Connor initiated coverage on Qualcomm (NASDAQ: QCOM) on September 9, stating the company has an attractive multi-year AI opportunity in datacenters, but its valuation alr
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24/7 Wall St. gives Qualcomm (QCOM) a "Buy" rating with a price target of $240, implying a potential upside of 35%, based on growth in its automotive business and an AI infrastructure agreement with Amazon.
24/7 Wall St. gives Qualcomm (QCOM) a "buy" rating with a price target of $240, representing a potential upside of 35%, based on growth in its automotive business and an AI infrastructure agreement wi
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Yahoo Finance analyst recommends Amgen over Moderna for 2026, citing Amgen's stability and profitability against Moderna's pipeline risks
The analyst highlights Amgen's veteran status in drug manufacturing, focusing on diverse treatments for chronic conditions, with revenue reaching nearly $36.7 billion in FY 2025 and a net income of ap
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PayPal stock trades 80% below its record high; analysts suggest selling or avoiding it
Digital payment giant PayPal (NASDAQ: PYPL) currently trades at about $52, an 80% decline from its all-time high of $305.13 reached on July 23, 2021. Analysts point to challenges including increased c
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JPMorgan upgraded Meta to Overweight, raised price target to $820 from $640, implying roughly 24% upside.
The bank sees significant new revenue opportunities from AI agents, subscriptions and enterprise AI services beyond advertising.
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Lockheed Martin (LMT) shares rose 2.5% intraday after UBS upgraded the stock to "buy" with a price target of $674.
UBS believes that Lockheed Martin's F-35 fighter jet franchise and missile sales will deliver "stronger and more sustained earnings growth than investors currently anticipate," projecting a 9% annual
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Oracle (ORCL) stock jumped 3.4% on Tuesday after three analysts raised price targets ahead of its upcoming fiscal Q1 2027 earnings report.
Oppenheimer, Mizuho, and Guggenheim analysts set price targets of $275, $320, and $400 respectively for Oracle, which currently trades below $165. All three analysts expect Oracle to outperform the ma
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Citi reiterates Buy rating on Ciena (CIEN) with a $658 price target, implying 105% upside, after Ciena reports record Q3 earnings and raises full-year guidance.
Citi's managing director Atif Malik cited Ciena's leadership in optical transport gear and new demand from AI data centers as key drivers. Ciena reported record fiscal Q3 revenue of $1.67 billion (up
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Nike's stock price falls to a 12-year low, with a forward dividend yield of 4.3%; analysts downgrade rating to "Hold"
Nike's stock is currently trading at approximately $38.40, down nearly 80% from its all-time high and at a 12-year low. The company pays an annual dividend of $1.64 per share, with a forward dividend
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Mizuho lowers Intel's price target from $109 to $92, but remains bullish on its AI business.
Mizuho lowered its price target for Intel (Intel) on September 3, but the firm's report was more bullish on Intel's business than the price target suggested. Mizuho noted that Intel benefits from mult
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Riverwater Partners Initiated a Position in Werner Enterprises (WERN) in Q2 2026, Anticipating Benefits from Industry Consolidation
Investment management company Riverwater Partners disclosed in its Q2 2026 investor letter that it built a stake in Werner Enterprises (NASDAQ:WERN), a truckload carrier. The firm believes a landmark
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BNP Paribas Exane Sets Street-High $675 Price Target for Broadcom (AVGO), Implying 82% Upside
BNP Paribas Exane Sets Street-High $675 Price Target for Broadcom (AVGO), Implying 82% Upside. The firm's thesis is supported by Broadcom's strong AI business momentum, with Q2 AI bookings exceeding $
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Wall Street analysts adjusted ratings for several companies on Monday, with Baird upgrading Deere & Co. (DE) to "Outperform" and raising its price target to $800.
Baird upgraded agricultural machinery manufacturer AGCO Corporation (AGCO) from "Neutral" to "Outperform" and raised its price target from $120 to $150. Additionally, Mizuho downgraded utility company
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Quanta Services (PWR) reported Q2 2026 revenue of $9.6 billion and adjusted EPS of $4.24, both exceeding expectations, earning a "Strong Buy" consensus rating from Wall Street.
Infrastructure solutions provider Quanta Services (PWR) reported Q2 2026 revenue of $9.6 billion, a year-over-year increase of over 41%, exceeding expectations by $962 million. Adjusted diluted earnin
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Raymond James 5-star analyst Simon Leopold raises Nvidia price target to a Street-high $515 from $352, implying 46% upside
Raymond James 5-star analyst Simon Leopold raised Nvidia's price target to a Street-high $515 from $352, a 46% increase, while reiterating a Strong Buy rating. This move follows Nvidia's strong earnin
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Argus Research upgraded Moderna (MRNA) to "Buy" with a price target of $180, making it the fifth institution to raise its rating recently.
Argus Research upgraded Moderna (MRNA) to "Buy" with a price target of $180, making it the fifth institution to raise its rating recently.
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24/7 Wall St. reiterates Buy rating on Tesla with a $376.30 price target, citing Robotaxi expansion and Cybercab production
The firm's price target implies a 6.77% upside over the next 12 months, with a high model confidence of 90%. This outlook is supported by Tesla's Robotaxi scaling to seven US metros with weekly mileag
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Wall Street analysts on Thursday upgraded First Solar, LTC Properties, Okta, and Synopsys, while downgrading Abercrombie & Fitch and Celsius.
BMO Capital upgraded First Solar to Outperform with a $265 price target; Deutsche Bank upgraded LTC Properties to Buy with a $55 price target; Bank of America upgraded Okta to Neutral with a $170 pric
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Deutsche Bank downgrades Ozempic maker Novo Nordisk to sell after 70% stock-price dive from peak
Deutsche Bank downgrades Ozempic maker Novo Nordisk to sell after 70% stock-price dive from peak
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24/7 Wall St. analysis suggests Palantir (PLTR) stock is poised for a significant surge in September, with a target price of $217.16, representing a potential gain of 24.75%.
Analysis indicates that Palantir's stock price surged 43% last month due to strong Q2 earnings (revenue growth of 93% to $1.935 billion, with U.S. commercial revenue up 149% year-over-year). Additiona
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Economists question Indonesia's ambitious 6% growth target for 2027, citing 'too much too quickly' and deficit concerns
President Prabowo Subianto aims to lift economic growth to 6% in 2027 while keeping the fiscal deficit at 2.4% of GDP. However, economists like Ashok Bhundia of the Institute of International Finance
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HSBC Doubles Intel Price Target to $200, Implying 129% Upside, Citing Intel Foundry Services Valuation
HSBC analyst Frank Lee raised Intel's price target from $100 to $200, maintaining a Buy rating, which is now the highest on Wall Street. The upgrade is attributed to the first-time inclusion of Intel
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Ratings/Major Brokerage Ratings
24H Trending
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1
Russia launched a massive attack on Ukraine, killing at least 3 people and cutting power to nearly 100,000 residents in the Chernihiv region.
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LIC reportedly leads bidding in NSE's $2.4 billion India IPO
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Goldman Sachs analysts say Turkish investors are primarily moving funds withdrawn during the redemption crisis into Lira deposits.
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US lithium recycler R3 Lithium eyes Vietnam battery business, in talks with auto, electronics firms and government
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Two oil tankers were attacked in the Strait of Hormuz, after Iran claimed to have received intelligence that the US was planning new attacks.
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Natural gas is up 5.96% today, currently trading at $3.005.
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Jefferies: Meta AI agent Muse goes viral, AI PCB market size expected to reach $73 billion by 2030, ABF substrate to reach $30 billion.
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Kelp DAO Incident Review: Aave Successfully Replenishes $300M in Assets, Paving the Way for DeFi Trust Rebuilding
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Bitcoin ETF flows fluctuate, price breaks $85,000: What does the second half of the bull run hold?
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Spot Bitcoin ETFs attracted nearly $1 billion in inflows on Monday, marking their largest single-day inflow since October 6, 2025, and the ninth largest inflow ever.
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