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Wells Fargo Trims Meta Platforms Price Target to $765: Why the AI Infrastructure Bet Still Has Believers
24/7 Wall St.79d agoneutral
Wells Fargo Trims Meta Platforms Price Target to $765: Why the AI Infrastructure Bet Still Has Believers

Wells Fargo analyst Ken Gawrelski lowered the firm’s price target on Meta Platforms (NASDAQ:META) to $765 from $770, while keeping an Overweight rating on the shares. The $5 trim is a modest calibration that leaves the broader thesis intact on one of the most closely watched AI infrastructure names on Wall Street. Wells Fargo continues ... Wells Fargo Trims Meta Platforms Price Target to $765: Why the AI Infrastructure Bet Still Has Believers

Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder
24/7 Wall St.79d agoneutral
Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder

Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings report on June 3. The price target raise lands in the middle of a three-day analyst tug-of-war, sitting between KeyBanc’s aggressive bull call and DZ Bank’s notable ... Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder

Home Depot Price Targets Slashed Across Wall Street After Q1: Has the Home Improvement Slowdown Just Begun?
24/7 Wall St.79d agoneutral
Home Depot Price Targets Slashed Across Wall Street After Q1: Has the Home Improvement Slowdown Just Begun?

Three Wall Street firms hit Home Depot (NYSE:HD) with price target cuts on the same day following the home improvement giant’s Q1 FY2026 results, signaling a coordinated valuation reset across the sell side. Piper Sandler trimmed its target to $378 from $421, RBC Capital lowered to $340 from $377, and Wells Fargo cut to $360 ... Home Depot Price Targets Slashed Across Wall Street After Q1: Has the Home Improvement Slowdown Just Begun?

Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum
24/7 Wall St.79d agoneutral
Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum

Wells Fargo delivered one of the most aggressive price target revisions on a major AI semiconductor name this quarter. The firm raised its price target on Marvell Technology (NASDAQ:MRVL) to $195 from $135 and reiterated an Overweight rating, anchoring the call on AWS Trainium deployment and broadening custom silicon momentum. The price target raise lands ... Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum

Susquehanna Raises Baidu Price Target to $140 on AI Cloud Surge. Why Still Neutral?
24/7 Wall St.79d agobullish
Susquehanna Raises Baidu Price Target to $140 on AI Cloud Surge. Why Still Neutral?

Susquehanna raised its price target on Baidu (NASDAQ:BIDU) to $140 from $120 while maintaining a Neutral rating, a price target raise that captures both the bull case and the open questions surrounding the Chinese search and AI giant. The call follows Q1 2026 results released May 18, where AI Cloud momentum collided with continued weakness ... Susquehanna Raises Baidu Price Target to $140 on AI Cloud Surge. Why Still Neutral?

Goldman Sachs Lifts Enphase Price Target to $57: Is the Residential Solar Trade Back On?
24/7 Wall St.79d agoneutral
Goldman Sachs Lifts Enphase Price Target to $57: Is the Residential Solar Trade Back On?

Enphase Energy (NASDAQ:ENPH) just picked up another sell-side endorsement. Goldman Sachs raised its price target on Enphase Energy to $57 from $51 and maintained a Buy rating on the shares. The modest bump reinforces a residential solar trade that has been gaining traction since mid-May. The price target raise lands with Enphase stock trading around ... Goldman Sachs Lifts Enphase Price Target to $57: Is the Residential Solar Trade Back On?

Here’s Why TCW Concentrated Large Cap Growth Fund Maintains Conviction in Eaton Corporation plc (ETN)
Insider Monkey79d agoneutral
Here’s Why TCW Concentrated Large Cap Growth Fund Maintains Conviction in Eaton Corporation plc (ETN)

TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]

TCW Concentrated Large Cap Growth Fund Maintains a Constructive View on ServiceNow (NOW)
Insider Monkey79d agoneutral
TCW Concentrated Large Cap Growth Fund Maintains a Constructive View on ServiceNow (NOW)

TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]

Barclays Raises Altria (MO) Price Target on Potential Sector Re-Rating Opportunity
Insider Monkey79d agoneutral
Barclays Raises Altria (MO) Price Target on Potential Sector Re-Rating Opportunity

Altria Group, Inc. (NYSE:MO) is included among the 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds. On May 15, Barclays raised its price recommendation on Altria Group, Inc. (NYSE:MO) to $64 from $63. It reiterated an Underweight rating on the stock. The firm said the latest FDA guidance could lead […]

Evercore ISI Raises Price Target on Advanced Micro Devices (AMD) Amid AI Market Shift
Insider Monkey79d agoneutral
Evercore ISI Raises Price Target on Advanced Micro Devices (AMD) Amid AI Market Shift

With a 5-year average revenue growth rate of 32.68%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 11 Best Long Term US Stocks to Buy Right Now. On May 19, Evercore ISI raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $579 from $358. It reiterated an Outperform rating on the shares. After completing […]

Baird Maintains Bullish View on Boston Scientific (BSX) Despite Lower Target
Insider Monkey79d agoneutral
Baird Maintains Bullish View on Boston Scientific (BSX) Despite Lower Target

With a 5-year average revenue growth rate of 13.52%, Boston Scientific Corporation (NASDAQ:BSX) is included among the 11 Best Long Term US Stocks to Buy Right Now. On May 19, Baird lowered its price recommendation on Boston Scientific Corporation (NASDAQ:BSX) to $75 from $78. It reiterated an Outperform rating on the shares. The firm updated its model […]

A Look At Credo Technology Group Holding (CRDO) Valuation After AI Connectivity Interest And Analyst Upgrades
Simply Wall St.79d agobullish
A Look At Credo Technology Group Holding (CRDO) Valuation After AI Connectivity Interest And Analyst Upgrades

Credo Technology Group Holding (CRDO) is back in focus after a sharp stock move tied to renewed interest in AI data center connectivity, fresh analyst upgrades, and rising attention on its upcoming Q4 and full-year 2026 earnings. See our latest analysis for Credo Technology Group Holding. The recent 8.14% 1 day share price return looks more like a sharp rebound after a 14.90% 7 day pullback, with momentum still supported by a 32.12% 90 day share price return and a very large 3 year total...

Palantir (PLTR) Reports Record Quarter, Benchmark Maintains Hold Rating
Insider Monkey79d agoneutral
Palantir (PLTR) Reports Record Quarter, Benchmark Maintains Hold Rating

D. E. Shaw ranks among the list of the richest hedge fund managers in the world. Accounting for a 0.95% share of the billionaire’s portfolio, Palantir Technologies Inc. (NASDAQ:PLTR) ranks among D. E. Shaw’s top stock picks. Palantir Technologies Inc. (NASDAQ:PLTR) released its first-quarter report on May 4, with what it described as the company’s […]

Alibaba Unveils New AI Chip, Upgrades AI Model
The Wall Street Journal79d agobullish
Alibaba Unveils New AI Chip, Upgrades AI Model

Alibaba has unveiled a new artificial-intelligence chip as well as an update of its AI model, as the Chinese company aggressively pursues its AI ambitions on multiple fronts. Alibaba also released an update of its large language model, called Qwen3.7-Max, which is engineered for more advanced agent coding and complex reasoning. Alibaba’s management said in a recent earnings call that scaling up the deployment of its in-house chips represent “the highest value for money compute power,” which will improve Alibaba Cloud’s margins.

AT&T, T-Mobile and Verizon customers will get big network upgrade
TheStreet79d agobullish
AT&T, T-Mobile and Verizon customers will get big network upgrade

AT&T, T-Mobile, and Verizon have all seen elevated customer losses in recent months amid rising competition. In an effort to gain ground, the three carriers are joining forces to deliver a significant network upgrade for customers, a move that challenges a fast-growing competitor. In the ...

Citi revamps SanDisk stock price target for the rest of 2026
TheStreet79d agoneutral
Citi revamps SanDisk stock price target for the rest of 2026

SanDisk has risen 3,218% over the past 12 months. It is up roughly sixfold year-to-date alone. And a Citi analyst just raised the price target by 56% in a single note, making Citi the fifth firm to set a target at $2,000 or above. The reasoning behind this raise is more specific than typical ...

HSBC nearly doubles Cisco stock price target for 2026
TheStreet79d agoneutral
HSBC nearly doubles Cisco stock price target for 2026

Cisco Systems (CSCO) just got the kind of analyst note that doesn't often appear on a dividend-paying megacap. On the evening of Thursday, May 14, HSBC analyst Stephen Bersey upgraded Cisco to Buy from Hold and raised his price target to $137 from $77, according to a note carried by Investing.com ...

Why Arista Networks (ANET) Is Central to AI Data Center Networking Upgrades
Insider Monkey79d agobullish
Why Arista Networks (ANET) Is Central to AI Data Center Networking Upgrades

Arista Networks, Inc. (NYSE:ANET) is one of the best stocks to buy for next-gen data centers. On May 5, the company reported Q1 2026 revenue of $2.71 billion, up 35.1% year over year, and guided for Q2 revenue of about $2.8 billion. CEO Jayshree Ullal said Arista is positioned at the “confluence” of secure client-to-campus-to-cloud […]