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Ratings/Major Brokerage Ratings
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Nomura: There are signs of accelerating capacity expansion in the optical fiber industry; Yangtze Optical Fibre and Cable may face intensified competition
Svmuu News: Nomura Securities stated that both Han’s Laser and HeSheng Silicon are relatively new entrants to the optical fiber market. The firm believes their recent investment projects reflect stron
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Bank of America: Raises Micron's price target to $1,550 and reiterates its "Buy" rating
Svmuu News: Bank of America Securities released a report stating that Micron. has once again delivered strong quarterly results, reinforcing its constructive view on the company’s role in AI storage a
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Deutsche Bank: Lowers Third-Quarter Gold Price Forecast by 20% to $4,300
Svmuu News: Deutsche Bank analyst Michael Hsueh said the bank has lowered its third-quarter gold price forecast by more than 20% to $4,300 per ounce and its fourth-quarter forecast by 17% to $4,800 pe
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Wells Fargo Raises Goldman Sachs's Price Target to $1,195
Svmuu News: Wells Fargo raised its price target for Goldman Sachs from $1,000 to $1,195 and maintained its “Overweight” rating.
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Investment bank DA Davidson raised its price target for Micron to $2,000.
Svmuu News: Citrini analyst jukan posted on X that investment bank DA Davidson has raised its price target for Micron to $2,000.
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Morgan Stanley Qualcomm's Target Price Raised to $231; Business Diversification Progressing Faster Than Expected
Svmuu News: Morgan Stanley released a research report stating that the outlook for Qualcomm’s data center business, as announced at its Investor Day, was more optimistic than expected, Management expl
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Bernstein: Raises target price for Micron Technology (MU.O) from $510 to $1,300
Svmuu News: Bernstein raises its price target for Micron Technology (MU.O) from $510 to $1,300. (Jin Shi)
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Citrini Analyst Jukan: Citibank’s Report Is Conservative; Micron Technology (MU) May Exceed Expectations in This Quarter’s Earnings
Svmuu News: Jukan, a researcher at the well-known investment research firm Citrini, posted on X stating that after reviewing Citigroup’s earnings preview report, he believes the firm’s assumptions reg
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Citi Raises Micron's Tech Price Target to $1,200
Svmuu News: Citigroup raised its price target for Micron from $840 to $1,200.
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Serenity harshly criticized the Wall Street brokerage firm Bernstein, stating that its interests may not align with those of retail investors and that its views largely reflect its own stance.
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X to harshly criticize Wall Street brokerage firm Bernstein, stating that Bernstein’s bearish view on Kioxia—and its prediction
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UBS Federal Reserve's rate cut expectations have been pushed back to 2027; the central bank is expected to send a hawkish signal at this week's meeting
Svmuu News UBS Global Wealth Management has pushed back its expectations for Federal Reserve interest rate cuts to March and June 2027 and no longer anticipates any rate cuts this year. The firm said
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Fears of a "death spiral" in Strategy's strategy are dismissed: cash buffers and the STRC structure are seen as key lines of defense
Svmuu News: Concerns have been mounting in the market recently that Strategy (MSTR) may be heading into a "death spiral sell-off,"amid reports that the price of Bitcoin had briefly fallen to around $6
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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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TD Cowen cuts Sharplink price target to $13 on lower 2026 ether outlook
TD Cowen has cut its price target for Sharplink to $13, citing a lowered forecast for ether in 2026. The investment bank stated it is maintaining its long-term Ethereum investment thesis despite the n
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Korea Investment & Securities raised its target price for Samsung Electronics by 10% to 650,000 won, saying the stock is “significantly undervalued.”
Korea Investment & Securities (KIS) raised its target price for Samsung Electronics by 10% to 650,000 won and maintained its “Buy” rating. The firm noted that Samsung Electronics’ second-quarter resul
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Goldman Sachs Cuts Apple Price Target to $360 on Softer Outlook
Goldman Sachs has lowered its price target for Apple (AAPL) to $360 from $370, while maintaining a Buy rating. The firm cited weaker-than-expected Q4 guidance on revenue growth and margins as the reas
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Evercore ISI removes Meta Platforms from Top Pick list, cuts price target to $820
Evercore ISI has removed Meta Platforms (META) from its TAP Outperform List. The firm maintained an 'Outperform' rating but cut its price target for Meta to $820 from $930. Evercore ISI cited rising A
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JPMorgan Upgrades SFM; Piper Sandler Downgrades CAPR and Others
JPMorgan upgraded SFM to Overweight, raising its price target to $103 from $80. Meanwhile, Piper Sandler downgraded CAPR to Neutral, significantly cutting its price target to $2 from $58. Other rating
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Several investment banks have lowered their price targets for Alphabet, the parent company of Google, with only Barclays and Bank of Montreal bucking the trend by raising theirs.
Svmuu News: Recently, several investment banks have lowered their target prices for Alphabet, the parent company of Google, with only Barclays and Bank of Montreal bucking the trend by raising theirs:
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Citigroup lowered its price target for Coinbase from $400 to $235.
Svmuu News: Citigroup has lowered its price target for Coinbase from $400 to $235.
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Morgan Stanley maintains a $288 price target for NVIDIA, representing approximately 42% upside potential.
Svmuu News: According to market reports, Morgan Stanley has maintained its “Overweight” rating on NVIDIA, along with a price target of $288 and its status as the top pick in the semiconductor sector.B
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Citi: Raises Western Digital (WDC.O) Target Price from $685 to $800
Svmuu News: Citigroup raises Western Digital (WDC.O) target price from $685 to $800. (Jin Shi)
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Barclays, a bank with $2.3 trillion in assets under management, has initiated coverage of Strategy MSTR with a “Buy” rating and a price target of $130.
Svmuu News: BitcoinTreasuries.NET posted on X that Barclays, a bank with $2.3 trillion in assets under management, has initiated coverage of Strategy MSTR with a “Buy” rating and a price target of $13
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Morgan Stanley We reaffirm our “Overweight” rating on RKLB and raise our bull-market price target to $293.
Svmuu News: Morgan Stanley reaffirmed its “Overweight” rating on Rocket Lab (RKLB), maintaining its price target at $105 but raising its most optimistic bull-case price target from $185 to $293. Morga
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Tiger Securities upgrades Coinbase to “Buy” with a price target of $200
Svmuu News: Tiger Securities has upgraded its rating on Coinbase from “Hold” to “Buy” and set a price target of $200.The firm stated that, with the risk-reward ratio improving following a sharp pullba
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SpaceX's quiet period ends; Wall Street firms are rapidly raising their ratings
Svmuu News: With the end of the 25-day quiet period following SpaceX’s (SPCX) June IPO, Wall Street analysts have begun releasing formal research reports, and several major brokerage firms have issued
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Bank of America Initiates Coverage on SpaceX: Assigns a “Buy” Rating, with a Target Price of $235
Svmuu News: According to market reports, Bank of America has initiated coverage of SpaceX with a “Buy” rating and a price target of $235.
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Citi assigns a "Buy" rating to SpaceX with a target price of $200
Svmuu News: Citigroup has initiated coverage of SpaceX (SPCX.O) with a "Buy" rating and a price target of $200.
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UBS Raise SK Hynix's target price to 3.2 million won; maintain a "Buy" rating
Svmuu News UBS reported that SK Hynix is continuing to push for the signing of additional revised long-term agreements, focusing on DDR5 and NAND Flash for hyperscale data center customers. These cont
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Goldman Sachs: Maintains a "Buy" rating on MiniMax, with a target price of HK$860
Svmuu News: On July 3, Goldman Sachs. maintained its “Buy” rating on MiniMax Group with a target price of 860 HKD.The report indicates that the MiniMax M3 model is priced the same as the M2.7. Through
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Bank of Montreal Raises Target Prices for Airline Stocks
Svmuu News: Bank of Montreal: Raised the price target for Southwest Airlines (LUV.N) from $45 to $58.50. Raised the price target for United Airlines (UAL.O) from $130 to $157.50. Raised the target pri
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SanDisk's stock rose more than 5% after Bernstein raised its price target to $3,000
Svmuu News: According to data from MSX.COM, SanDisk (SNDK.O) shares rose more than 5% after Bernstein raised its price target for the stock from $1,700 to $3,000.
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TD Cowen lowered Strategy's price target to $260 and maintained its "Buy" rating
Svmuu News: Wall Street investment bank TD Cowen has lowered its price target for Strategy, a publicly traded company in which Bitcoin holds a stake, from $400 to $260,a reduction of approximately 35%
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BlackRock Emerging Market Stock Ratings Downgraded Due to AI Risks
Svmuu News BlackRock The group’s research arm noted in its 2026 Mid-Term Global Investment Outlook report that it maintains a cautious stance on emerging market equities while remaining bullish on sho
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Bernstein: Raises SanDisk (SNDK.O) Price Target from $1,700 to $3,000
Svmuu News: Bernstein raises SanDisk (SNDK.O) price target from $1,700 to $3,000.
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UBS Raise the target valuation for TSMC; we are bullish on expectations for capacity expansion and price increases over the next three years
Svmuu News UBS raised its target price for TSMC, the world’s leading wafer foundry, from 3,000 New Taiwan dollars to 3,400 New Taiwan dollars on Monday, while maintaining a “Buy” investment rating.At
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Goldman Sachs Robinhood (HOOD) Target Price Raised Again to $121
Svmuu News Goldman Sachs Analyst James Yaro released a research report on Robinhood (HOOD), maintaining a “Buy” rating and raising the price target once again from $108 to $121.
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