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Ratings/Major Brokerage Ratings
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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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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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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
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What is PSR Coin? Analyzing the Cryptocurrency and Financial Concept with the Same Name
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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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Goldman Sachs analysts say Turkish investors are primarily moving funds withdrawn during the redemption crisis into Lira deposits.
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