News

Broadcom downgraded, UnitedHealth upgraded: Wall Street's top analyst calls

Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.

Broker upgrades flag upside in Tandem, Dell and CNO Financial as earnings forecasts jump and analysts lift ratings over the past four weeks.

Guggenheim’s upgrade of Zscaler (ZS) after its latest quarterly report has turned attention back to the stock, as investors weigh renewed optimism against earlier concerns about softer guidance and recent leadership changes. See our latest analysis for Zscaler. At a share price of US$134.37, Zscaler has seen a 7 day share price return of 6.3% after Guggenheim’s upgrade, but the 90 day share price return is down 17.04% and the 1 year total shareholder return is down 54.73%. This points to...

Shares of aerospace and defense conglomerate RTX rose early Thursday after catching a Wall Street upgrade. On Thursday, Jefferies analyst Sheila Kahyaoglu upgraded RTX shares to Buy from Hold. RTX stock rose 1.4% in premarket trading to $175, while futures were down 0.6%.

Applied Materials heads into this latest update with its existing price targets unchanged, giving you a rare clean read on how the story stands without any fresh revisions. With no new analyst commentary in play, the focus is squarely on how current expectations line up with your own view of the stock. In the sections ahead, you will see how to track these kinds of quiet shifts in the narrative so you can stay aligned with what the market is watching. Stay updated as the Fair Value for...

A series of announcements position DoorDash Ads as a way for restaurants and CPG brands to reach new customers and access scaled offsite reach.

Leaders from the retailer detailed multiple initiatives at Home Delivery World 2026, from consolidating deliveries to automating driver calls to customers.

Eaton recently reported that it beat first-quarter 2026 earnings and revenue expectations and raised its full-year EPS and organic growth guidance, citing strong demand from AI data centers and wider electrification trends across its Electrical Americas segment. The acquisition of Boyd Thermal, which expands Eaton’s liquid cooling capabilities for high-density data centers, highlights how the company is trying to deepen its role in the infrastructure behind AI workloads. We’ll now examine...

International Business Machines (IBM) spent the early part of 2026 as one of the market’s least-loved technology names. A new call from Barclays flipped that script in a flash. On June 1, the bank started coverage of IBM with an overweight rating and a 12-month price target of $350, and the stock ...

In recent weeks, Target has reported strong first-quarter results, raised its full-year revenue growth outlook, launched its June Target Circle Deal Days event, and opened a US$367 million food distribution center in Colorado to enhance freshness and replenishment speed for 129 stores across 11 states. Analysts and media commentators now emphasize that improved operations, merchandising upgrades, and expanding membership and supply chain capabilities are reshaping how investors view Target's...

Q1 earnings and analyst reactions put Grab Holdings (NasdaqGS:GRAB) in focus Grab Holdings (NasdaqGS:GRAB) is back on investor radars after fiscal Q1 results showing 24% year over year revenue growth and a 46% gain in adjusted EBITDA, alongside trimmed yet still positive analyst ratings. See our latest analysis for Grab Holdings. The strong Q1 revenue and adjusted EBITDA figures have not translated into share price momentum, with the stock down 5.3% over one day and 32.9% year to date, while...

Analysts turn positive on PANW, citing steady next-gen security growth and rising enterprise spending tied to AI adoption.

Deckers Outdoor’s analyst price targets are unchanged, with no adjustments reported in the latest update. With no new commentary from covering analysts, the current targets remain a reference point rather than a fresh signal. Read on to see how to track shifts in this kind of analyst narrative so you can keep context around future changes as they come through. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Deckers...

Margin pressure, leadership turnover, and record profits collide as investors reassess this fast-growing digital bank, today, June 3, 2026.

Analysts are raising targets, but Micron's rally leaves less room for error.

Victoria's Secret's (VSXY) risk-reward profile now looks more balanced, while the lingerie retailer'

Oracle (ORCL) stock closed the June 2 trading session down 1.44% at $244.58. Despite this slight drop, the stock is now up about 25.48% year to date, at the time of writing, Wednesday morning, June 3. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.39% in the same period. Oracle has ...

Wedbush recently raised its IBM price target to $350 from $320, citing confidence in IBM’s profitable growth, AI infrastructure positioning, hybrid cloud momentum, and quantum computing strategy.

In every major technology cycle, there comes a moment when the numbers stop looking like projections and start looking like history being made in real time. Broadcom (AVGO) may be the king of the moment. HSBC raised its price target on Broadcom, maintaining its Buy rating, as the firm dramatically ...

OSI Systems leans on a $1.9B backlog as the Mexico program resets, while EU-certified Itemiser systems and higher services mix support demand.

Such concerns led Oppenheimer analyst Timothy Horan to downgrade shares of AT&T to Perform from Outperform on Wednesday and removed his previous price target of $32. Rising competition from providers of satellite broadband, like Amazon Leo and SpaceX’s Starlink, could take market share from AT&T’s internet business. SpaceX is expected to go public next week, and Horan says the IPO will highlight the risks satellite poses to AT&T.

Trane Technologies (TT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Dell Technologies (DELL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Analyst price targets for Alibaba Group Holding are unchanged, with no revisions to report at this time. Even without fresh target moves, the stock still sits within an evolving story that many investors are tracking closely. Read on to see how to keep up with shifts in sentiment and make sense of future updates as they come through. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Alibaba Group Holding. Do your thoughts...

Analysts loved what they saw from these three AI stocks in May, placing them on MarketBeat's list of most upgraded names during the month.

Investing.com -- Victoria's Secret was downgraded by both Jefferies and UBS on Wednesday after a nearly 50% post-earnings surge left analysts concluding the company's turnaround is now fairly reflected in the stock's valuation.

Apple is walking on stage next week for its annual Worldwide Developers Conference (WWDC), and it isn’t just showcasing routine software updates—it is quietly preparing a major ecosystem upgrade that could spell disaster for independent fintech applications. CNBC’s Dominic Chu used his June 2 Pre-Market Rundown to sketch the immense stakes, outlining a new native ... Why Apple’s Next iPhone Upgrade Could Be the End of Venmo

SCHW rolls out 24/7 crypto futures, $1 fractional trading and smarter tools, aiming to keep active traders and build market share.

UBS cited valuation as the rationale for the downgrade, arguing that the key drivers of its bullish investment thesis have largely materialized.