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UBS just hit the brakes on Dell Technologies (NYSE:DELL), downgrading the AI server bellwether to Neutral from Buy on May 11. In the same breath, the firm raised its price target to $243 from $167, an unusual combination that tells investors exactly where Wall Street’s worry sits: on the price tag rather than the business. ... UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?
Susquehanna analyst Shyam Patil raised his price target on Cloudflare (NYSE:NET) to $200 from $190 while maintaining a Neutral rating. The price target raise follows a Q1 FY2026 beat and the company’s announcement of a sweeping workforce restructuring tied to an “AI-first” operating model. NET stock closed at $196.13 on May 8 after sliding from ... Cloudflare Just Hit the AI-First Reset Button: Susquehanna Hikes Price Target to $200
Investing.com -- Goldman Sachs downgraded CNH Industrial to Neutral from Buy on Monday, cutting its 12-month price target to $10.50 from $12.00, saying the agricultural and construction equipment maker’s stock is fairly valued after a period of strong outperformance.
STMicroelectronics N.V. (NYSE:STM) is one of the 12 Best Photonics Stocks to Buy Now. On May 5, BofA boosted its price target for STMicroelectronics N.V. (NYSE:STM) to EUR 49 from EUR 42. It kept a Neutral rating on the stock. The firm belief that low earth orbit exposure supports space as a “structurally attractive growth […]
Cowboy Space Corporation wants to put data centers in orbit. First, it has to build the rockets to get them there.
Ferrari (NYSE:RACE) brought a major Formula 1 upgrade package with 11 changes to the SF-26 to the Miami Grand Prix. The updates did not deliver the expected performance, with the team facing tyre degradation and limited on-track gains. Drivers, including Charles Leclerc, and former engineer Rob Smedley have raised concerns about the car's development path. Comments from Lewis Hamilton and others point to questions around Ferrari's broader F1 development strategy. For investors, the F1...
Dominion Energy, Inc. (NYSE:D) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. Dominion Energy, Inc. (NYSE:D) provides regulated electricity service to 3.6 million homes and businesses in Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina. On May 4, Barclays […]
Xcel Energy Inc. (NASDAQ:XEL) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. Xcel Energy Inc. (NASDAQ:XEL) is a major US electricity and natural gas company, with operations in 8 Western and Midwestern states. On May 4, Evercore ISI raised its price target on Xcel Energy Inc. (NASDAQ:XEL) […]
NextEra Energy, Inc. (NYSE:NEE) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. With a market cap of over $193 billion as of the writing of this article, NextEra Energy, Inc. (NYSE:NEE) is the most valuable utility company in the world. The company boasts a diverse mix of […]
Palo Alto Networks (PANW) has jumped back onto investors’ radars after a sharp rally driven by analyst upgrades, constructive channel feedback, a sizable CEO share purchase, sector strength following Fortinet, and fresh AI-focused partnerships. See our latest analysis for Palo Alto Networks. The recent 1-day share price return of 7.0% and 30-day share price return of 15.69% indicate that momentum has picked up again. However, the 1-year total shareholder return of 4.24% is far more muted than...
BlackSky Technology (NYSE:BKSY) has fully deployed its Gen-3 satellite constellation, moving into full commercial operations. The company secured a new $99 million contract with the U.S. Air Force Research Lab and a multi-year agreement with an international defense customer. Management raised full-year 2026 guidance for revenue and adjusted EBITDA as Gen-3 capabilities support faster adoption and larger, longer-term contracts. For investors tracking NYSE:BKSY, the shift to fully...
There is a specific kind of conviction that gets tested when a stock falls sharply on earnings. Most analysts either defend their prior call quietly or quietly revise it lower. Every so often, one does neither. One of Wall Street's most closely watched AI infrastructure names just delivered that ...
Zeta Global Holdings Corp. (NYSE:ZETA) is one of the Unstoppable Stocks to Buy in 2026. On May 1, analyst Scott Berg of Needham maintained a “Buy” rating on the company’s stock, while retaining the price objective of $25.00. The analyst’s rating is backed by factors including the company’s healthy Q1 2026 performance and momentum in the core marketing […]
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Fluence Energy, Inc. (NASDAQ:FLNC) is one of the 10 Best Battery Technology Stocks to Buy Now. Fluence Energy, Inc. (NASDAQ:FLNC) saw its price target adjusted on May 8, 2026, by Susquehanna, a global quantitative trading and technology firm. While maintaining a positive rating on the shares, the firm raised its price target on the stock […]
In early May 2026, Advanced Energy Industries reported first-quarter revenue of US$511 million and net income of US$66.8 million, raised its second-quarter outlook, affirmed a US$0.10 quarterly dividend, completed a long-running buyback program, and filed new shelf registrations for up to 3 million ESOP-related common shares. Together with an active acquisition pipeline and a growing emphasis on higher-margin data center and AI power solutions, these actions highlight management’s focus on...
Fluence Energy, Inc. (NASDAQ:FLNC) is one of the 10 Best Utility Stocks that Beat Earnings Estimates. On May 8, 2026, Goldman Sachs raised the firm’s price target on Fluence Energy, Inc. (NASDAQ:FLNC) to $22 from $20 while maintaining a Buy rating on the shares. The firm said Q2 results were mixed, though management reaffirmed its […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer noted how the analyst downgrade of the stock was wrong, as he stated: In November, she (CEO, Lisa Su) thought that her CPU market would grow at about an 18% clip. […]
Recently, Abercrombie & Fitch was downgraded to an “Underweight” rating by Barclays, which cited intensifying competition, heavier promotions at Hollister, and macroeconomic pressures that could weigh on margins and earnings. This shift in analyst sentiment contrasts with Abercrombie & Fitch’s very large recent earnings per share growth and strong gross margins, raising questions about how sustainable its current profitability and pricing power may be. We’ll now examine how Barclays’...
Analysts have trimmed Oportun Financial’s fair value estimate from US$8.08 to US$7.92 per share, a small reset that still matters if you are watching the stock closely. Supportive views see this US$0.16 move as fine tuning rather than a reset of the story, while more cautious voices point to slightly less room between target and current price levels. Read on to see how you can track these shifting signals and keep up with the evolving narrative around Oportun Financial. Analyst Price Targets...
Dell is gaining even more momentum after Mizuho lifted its price target to $260, betting on company’s potential in the booming agentic AI era.
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best American AI Stocks to Buy Now. On May 7, Citi increased its price target on the stock to $225 from $210 and maintained a Buy rating, according to a report by TheFly. Citi made the upward price target adjustment following the company’s first-quarter earnings report. It […]
Arista Networks, Inc. (NYSE:ANET) is one of the Best American AI Stocks to Buy Now. According to a report by TheFly on May 6, Piper Sandler raised its price target on Arista Networks to $181 from $175 and maintained an Overweight rating on the stock, citing the company’s AI exposure. Piper Sandler highlighted that Arista’s […]
Mobileye Global recently reported stronger-than-expected Q1 2026 results, raising its full-year revenue and adjusted operating income guidance on the back of higher EyeQ shipments and operating leverage while also announcing a new design win with Mahindra and progress in its robotaxi and advanced driver programs. This combination of upgraded guidance, fresh customer traction, and visible advancement in next-generation autonomous initiatives gives investors more concrete data on how...
Ecopetrol S.A. (NYSE:EC) is included among the 10 Best Energy Stocks to Buy Under $20 According to Billionaires. With a workforce of over 18,000, Ecopetrol S.A. (NYSE:EC) is among the largest companies in Colombia and one of the leading integrated energy groups on the American continent. On May 6, the credit rating agency Moody’s downgraded […]
First Solar, Inc. (NASDAQ:FSLR) is one of the 10 Best Quality Stocks to Buy and Hold for the Next 5 Years. On May 5, 2026, Freedom Broker upgraded First Solar, Inc. (NASDAQ:FSLR) to Buy from Hold and raised its price target to $260 from $250 following the company’s Q1 results. The firm said Section 232 […]
Monolithic Power Systems, Inc. (NASDAQ:MPWR) is one of the 10 Best Quality Stocks to Buy and Hold for the Next 5 Years. On May 1, 2026, Raymond James raised its price target on Monolithic Power Systems, Inc. (NASDAQ:MPWR) to $1,800 from $1,350 and maintained an Outperform rating on the shares. The firm said Enterprise Data […]
ServiceNow, Inc. (NYSE:NOW) is one of the 10 Best Quality Stocks to Buy and Hold for the Next 5 Years. On May 6, 2026, Bernstein analyst Peter Weed raised the firm’s price target on ServiceNow, Inc. (NYSE:NOW) to $236 from $226 and maintained an Outperform rating following the company’s Analyst Day. Bernstein said the event […]
Shopify Inc. (NASDAQ:SHOP) is one of the 10 Best Quality Stocks to Buy and Hold for the Next 5 Years. On May 6, 2026, Oppenheimer analyst Ken Wong lowered the firm’s price target on Shopify Inc. (NASDAQ:SHOP) to $175 from $200 while maintaining an Outperform rating. The firm said Shopify delivered Q1 revenue and gross […]
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