Ratings/Major Brokerage Ratings
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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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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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Benchmark Analysts Lower MicroStrategy (MSTR) Price Target by 24% to $435, Still See 265% Upside
Benchmark analyst Mark Palmer lowered his price target for MicroStrategy (MSTR) by 24% from $570 to $435, while maintaining a "Buy" rating. Despite the reduction, the target price still implies a pote
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Jim Cramer on CNBC Flips to Coca-Cola, Calls It a "Winner," No Longer Likes Celsius Holdings
Cramer stated on the August 20th episode of "Mad Money" that he prefers to hold Coca-Cola (KO), calling it a "winner," and no longer recommends Celsius Holdings (CELH). Previously, he had recommended
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Rosenblatt initiates coverage on Alphabet (GOOGL) with a Buy rating and $410 price target, citing search concerns as largely played out
Analyst Scott Devitt from Rosenblatt believes that concerns surrounding Alphabet's traditional search business have largely been priced in. This assessment comes as Google's Q2 2026 Search & other rev
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24/7 Wall St. Sets Nvidia Price Target at $270.26 with 'High-Conviction Buy' Rating, Citing 85% Revenue Growth and 0.605 Forward PEG
24/7 Wall St. has set a price target of $270.26 for Nvidia (NASDAQ:NVDA), implying a 25.27% upside over the next 12 months from its current trading price of $215.17 as of Friday afternoon. The firm is
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24/7 Wall St. sets CoreWeave (CRWV) price target at $166.75 by August 2027, implying a double from current levels.
The firm maintains a 'Buy' rating with medium confidence, citing CoreWeave's $104 billion backlog against a sub-$50 billion market cap and strong revenue growth. However, it also notes the company's s
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DZ Bank initiates coverage of SpaceX with 'Sell' rating, sets $100 price target
DZ Bank initiated coverage of SpaceX with a 'Sell' rating and a $100 price target, implying a 25% drop from its $134 close. Analyst Markus Leistner warned of "crash risk in the valuation orbit," citin
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Motley Fool Analyst: Despite Redwire's Q2 earnings beat, the stock is overvalued; recommend considering a buy only when the price drops to $8 or below.
Motley Fool analyst Rich Smith noted that Redwire's Q2 revenue reached $117 million and its loss was $0.09 per share, both exceeding market expectations. The stock price rose by nearly 15% after the e
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24/7 Wall St. predicts ServiceNow (NOW) stock could double in the next 12 months, with a target price of $249.84.
24/7 Wall St. rated ServiceNow (NYSE:NOW) as a "Buy" based on its proprietary model, setting a target price of $249.84, which implies an upside of approximately 101% over the next 12 months. The firm'
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Hawaii Electric (HE) Q2 Net Income Reaches $123.2 Million, But Core Net Income Declines Year-Over-Year Due to Non-Cash Maui Wildfire Settlement Adjustment
Hawaiian Electric (HE) reported a Q2 net profit of $123.2 million, or $0.71 per share. However, this increase was primarily driven by a non-cash Maui wildfire settlement adjustment. Excluding this adj
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Several institutions have raised the target prices for dozens of U.S. stocks, with TD Cowen increasing Berkshire Hathaway Class A shares' target price to $792,000.
Wells Fargo, BMO, Mizuho, Berenberg, Barclays, TD Cowen, Piper Sandler, Jefferies, Citigroup, JPMorgan Chase, and other institutions recently raised their price targets for dozens of US-listed compani
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Rothschild Redburn upgraded Apple (AAPL) to Buy from Neutral, raising its price target from $260 to $400.
Rothschild Redburn upgraded Apple (AAPL) to Buy from Neutral, raising its price target from $260 to $400. The firm cited Apple's 2.55 billion-device installed base, strong customer retention, high-mar
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24/7 Wall St. gives Tesla a "Buy" rating with a price target of $402.67, implying a 22.95% upside.
Although most analysts rate Tesla as "hold" rather than "buy," 24/7 Wall St. still gives it a "buy" rating based on its model. The institution believes that Tesla's bull case target price could reach
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24/7 Wall St. analysts gave Costco a "buy" rating with a price target of $1022.62, but believe it is overvalued, with only 7.33% upside remaining.
The analyst pointed out that Costco currently has a P/E ratio of 48x, while Walmart's is 41x. Although Costco's revenue growth rate is twice that of Walmart, its high valuation limits its stock price
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Morgan Stanley: Market Severely Underestimating Value of SpaceX AI Business, Stock Could Reach $600 in Bull Case Scenario
Morgan Stanley, in its research report on August 10, pointed out that the market's implied valuation of SpaceX's AI business is extremely conservative, treating it as a common emerging cloud service p
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Jefferies downgrades Apple (AAPL) to Underperform from Hold
Jefferies downgrades Apple (AAPL) to Underperform from Hold
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JPMorgan Chase raised its earnings forecast for Kioxia Japan but lowered its target price from JPY 155,000 to JPY 130,000, stating that the market needs to verify the effectiveness of long-term agreements.
JPMorgan Chase maintained its "Overweight" rating on Japanese memory chip manufacturer Kioxia in its latest research report. The bank raised its operating profit forecasts for Kioxia for FY2027 to FY2
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Analysts have a wide range of five-year price targets for SpaceX, from $141.84 to $220.
Yahoo Finance's "Morning Brief" team has set a five-year price target for SpaceX at $141.84, while TMF co-founder and CEO Tom Gardner, representing Team Hidden Gems, has given a target price of $217.5
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24/7 Wall St. forecasts McDonald's (MCD) stock to reach $317.25 by year-end, implying 15.65% upside
The analysis by 24/7 Wall St. assigns a Buy rating with 90% confidence to McDonald's (MCD), projecting a year-end price target of $317.25. This comes as MCD's stock has slid 11% year-to-date to its cu
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Morgan Stanley analyst Shawn Kim upgraded the storage industry rating from "bearish to bullish," stating that the market correction is nearing its end, and raised SK Hynix's 2026 EPS estimate by 13%.
Shawn Kim, a Morgan Stanley analyst once dubbed the "bearish spokesperson" in the Korean market, has released his latest report, indicating that the most severe market correction in the current storag
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Wall Street analysts unanimously rate Grab (GRAB)为“买入”,平均目标价$5.86,隐含58%上涨空间,尽管该股接近52周低点
Grab Holdings (NASDAQ:GRAB) 目前股价徘徊在52周低点附近,但26位覆盖该股的分析师均给出“买入”评级,平均目标价为$5.86,这意味着未来12个月有超过58%的潜在上涨空间。尽管该公司第二季度财报表面亮眼,营收同比增长21.73%至$9.97亿,净利润飙升至$2.35亿,但其中包含一笔$3.07亿的印尼数字银行Superbank合并一次性收益。该股今年迄今已下跌超过26
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Morgan Stanley maintained an "Underweight" rating on Bristol Myers Squibb (BMY) with a price target of $40, significantly below the current share price, due to patent expiration risks and delays in new drug development.
Despite Bristol Myers Squibb's strong second-quarter results and an upward revision to its full-year 2026 revenue forecast, Morgan Stanley reiterated its "Underweight" rating and a price target of $40
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Analysis suggests Apple’s stock is overvalued and faces a “hangover” risk: Q2 earnings were boosted by a one-time tariff refund, and the stock price is already above analysts’ average target price
Yahoo Finance analysis indicates that Apple’s stock is currently overvalued and faces the risk of a “hangover.” Although Apple’s stock price has risen 23% to $333.43 since the release of its second-qu
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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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Ratings/Major Brokerage Ratings
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