News

BNP Paribas moved directly from a negative rating to a positive rating as Boeing's production recovery strengthened.

Joby Aviation shares have been cut nearly in half over the past year, yet analysts are quietly upgrading their outlooks ahead of a catalyst window packed with international launches, defense contracts, and a pivotal earnings report that could reset the stock's trajectory.

An analyst upgrade and a key FAA certification gave investors fresh reasons to turn more optimistic on Boeing's turnaround.

Morgan Stanley downgraded stablecoin issuer Circle (NYSE: CRCL) to Underweight on Aug. 3 and cut its price target by nearly 64% to $38 from $106, delivering Wall Street's most bearish call on the stock just two days before the company reports second-quarter earnings. The investment bank cited ...

Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

Vertiv (VRT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

FormFactor (FORM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

The bank’s valuation gives substantial weight to a signed Georgia lease and prospective Texas contracts, making further commercialization central to its target.

The bank maintained its Buy rating after TeraWulf secured a 20-year Anthropic lease covering 401 MW of critical IT load in Kentucky.

Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.

NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth. Its rating was cut to 'neutral' from 'buy', with the price...

Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.

Boeing is in the midst of an extended turnaround that has found a new believer on Wall Street. The stock is up about 2% Monday morning.

Investing.com -- UBS downgraded NXP Semiconductors to Neutral from Buy, arguing that while the analog semiconductor upcycle is gaining momentum, the company's growth outlook is becoming less compelling due to rising risks of a China automotive inventory correction and relatively limited exposure to AI infrastructure spending.

Morgan Stanley downgraded CRCL stock to ‘Underweight’ from ‘Equal Weight’ and slashed its price target by 60%.

JD Sports Fashion PLC (LSE:JD., OTC:JDSPY) has been downgraded by RBC Capital Markets as it views sportswear markets as "highly promotional", with lower-income consumers under pressure from the elevated cost of living. Cutting the rating to 'sector perform' from 'outperform', with a 100p...

In late July 2026, West Pharmaceutical Services reported second-quarter 2026 results showing higher sales and earnings than a year earlier, raised its full‑year 2026 revenue guidance, and completed US$454.28 million of share repurchases under its February 2026 buyback program. The company also issued third‑quarter revenue guidance, highlighted momentum in higher‑value Proprietary Products for biologics and biosimilars, and affirmed a US$0.22 quarterly dividend. Against this backdrop, we’ll...

Morgan Stanley upgrades Korean stocks to overweight with a 9,000 KOSPI target as Samsung and SK Hynix extend losses.

Nine years ago, Tesla nearly drained its cash reserves trying to scale a new vehicle line, a stretch of chaos Elon Musk later called production hell. Rivian (RIVN) is now running its own version of that gauntlet with the R2, the affordable SUV meant to turn a niche automaker into a mass-market one. ...

In the second quarter of 2026, AMC Entertainment Holdings reported revenue of US$1,596.7 million versus US$1,397.9 million a year earlier, while net loss widened to US$11.4 million and basic loss per share from continuing operations was US$0.02. Alongside these results, S&P Global Ratings upgraded AMC’s credit rating to B- from CCC+, citing improved operating performance, lower debt, record quarterly sales and adjusted EBITDA, and better free cash flow despite ongoing losses and shareholder...

The fair value estimate for Amazon.com has shifted to US$319.69 from US$312.99, signaling a modest adjustment in how analysts are framing potential upside. That move sits alongside fresh Street commentary that puts AWS execution, heavy AI and data center spending, and mixed consumer signals at the center of the price target debate. As you read on, you will see how these moving parts shape the evolving analyst narrative and what to watch next in the Amazon.com story. Analyst Price Targets...

Just weeks after its latest bond sale, Amazon.com Inc. told Wall Street it now needs an additional $20 billion in capex beyond its original plan. On Thursday, CEO Andy Jassy announced the e-commerce giant is raising its 2026 capital spending...

IDEX Corporation recently reported its second-quarter 2026 results, with sales rising to US$920.6 million from US$865.4 million and diluted EPS from continuing operations increasing to US$1.93 from US$1.74 a year earlier. Alongside higher earnings, IDEX continued to shrink its share count, having repurchased about 25.04% of its stock for roughly US$1.74 billion since 2008, which can amplify per-share metrics over time. With IDEX lifting full-year organic growth and adjusted EPS guidance,...

Its straightforward business has long been lucrative.

BlackRock has seen its modeled fair value move to US$1,313.50 from US$1,273.69, a shift that helps frame how some analysts are resetting expectations after the Q2 earnings beat. Recent research has turned more constructive, with several firms lifting price targets into a US$1,250 to US$1,488 range as they reassess BlackRock’s earnings power, organic growth, and the mix between ETFs and higher fee products. Read on to see how this evolving narrative might matter for your own view on the stock...

Biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 5.7% year on year to $12.97 billion. The company’s full-year revenue guidance of $49.5 billion at the midpoint came in 4.3% above analysts’ estimates. Its non-GAAP profit of $2.04 per share was 27.7% above analysts’ consensus estimates.

HVAC company Trane (NYSE:TT) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 10.6% year on year to $6.35 billion. Its non-GAAP profit of $4.31 per share was 1.1% above analysts’ consensus estimates.

Roblox (RBLX) has "near-zero forward visibility" as weakening player monetization triggered disappoi

Prediction markets are hot right now, and that could signal big things ahead for Robinhood stock.