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21,630 signal articles · 523 in last 24h · 105,228 total before filter · latest 31m ago
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Investing.com56d agobullish
General Dynamics upgraded to Buy as submarine boom fuels growth outlook

Investing.com -- General Dynamics received a rating upgrade from Jefferies, which raised its recommendation to Buy from Hold and increased its price target to $400 from $380, arguing that accelerating demand for U.S. Navy submarines and improving shipyard productivity position the defense contractor for stronger earnings growth in the years ahead.

Morgan Stanley sharply revamps Cloudflare stock price target
TheStreet56d agoneutral
Morgan Stanley sharply revamps Cloudflare stock price target

This phrase gets used loosely in technology investing: "platform shift." And most of the time, it’s actually an incremental change just dressed up in some dramatic language. And trust me when I tell you, what Cloudflare described at its 2026 Investor Day is something different. And even Morgan ...

Analyst hikes Robinhood price target on new product
TheStreet56d agoneutral
Analyst hikes Robinhood price target on new product

Robinhood Markets (Nasdaq: HOOD) is a Menlo Park, California-based e-trading brokerage platform that is best-known for its stock, cryptocurrency, and tokenized stock offerings. Founded by Stanford graduates Vladimir Tenev and Baiju Bhatt in 2013, the exchange has become popular among retail ...

Investing.com56d agobullish
Pfizer upgraded by RBC as valuation resets ahead of key pipeline catalysts

Investing.com -- Pfizer shares may have found a more balanced risk-reward profile after a sharp decline this year, prompting RBC Capital Markets to upgrade the drugmaker to Sector Perform from Underperform while maintaining its $25 price target. The brokerage said the stock's roughly 11% pullback from its 2026 highs has brought valuation in line with its expectations, reducing the downside risks it had previously highlighted.

Investing.com56d agobullish
Illumina upgraded to overweight at JPMorgan on clinical demand outlook

Investing.com -- Illumina received a bullish rating upgrade from JPMorgan, which raised its recommendation to Overweight from Neutral and lifted its December 2026 price target to $185 from $125, citing growing confidence in the DNA sequencing company's ability to sustain strong growth despite increasing competition.

Investing.com56d agoneutral
Truist reshuffles fintech picks, downgrades BILL and upgrades Global-e

Investing.com -- Truist Securities downgraded fintech software company BILL Holdings to Hold from Buy while upgrading cross-border e-commerce platform Global-e Online to Buy, arguing that investors should reposition within the fintech sector as competitive and growth dynamics shift.

Investing.com57d agobearish
Soitec stock plunges 13% on Jefferies downgrade over FY27 valuation

Investing.com -- Soitec SA shares dropped over 13% on Wednesday after Jefferies downgraded the French semiconductor substrate maker to “underperform” from “hold,” setting a price target of €85, a 39.35% discount to Tuesday’s close of €140.15, citing a disconnect between the stock’s valuation and its underlying fundamentals.

Investing.com57d agobullish
STMicro gains as BofA upgrades stock to Buy with Street-high price target

Investing.com -- Bank of America upgraded STMicroelectronics (EPA:STMPA) (NYSE:STM) shares to Buy from Neutral on Tuesday, setting a Street-high price target of €86/$100, arguing the market is underestimating the chipmaker’s earnings power over the next two to three years.

Investing.com57d agobearish
RBC downgrades Nike on slower-than-expected turnaround pace

Investing.com -- RBC Capital Markets downgraded Nike to Sector Perform from Outperform and slashed its price target to $50 from $70, citing a slower-than-expected turnaround and few catalysts to drive the stock higher in the near term.

Bank of America aggressively revamps Oracle stock price target
TheStreet57d agoneutral
Bank of America aggressively revamps Oracle stock price target

Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...

Micron stock gets a shocking Wall Street price target
TheStreet57d agoneutral
Micron stock gets a shocking Wall Street price target

Micron Technology (MU) is suddenly one of Wall Street’s most dramatic artificial intelligence stories. The chipmaker, formerly seen as a cyclical memory business, was the kind of stock that would climb higher as DRAM and NAND prices tightened and fall when supply caught up with demand. That old ...

JPMorgan resets Broadcom stock price target
TheStreet57d agoneutral
JPMorgan resets Broadcom stock price target

When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

Bank of America resets Sandisk stock price target
TheStreet58d agoneutral
Bank of America resets Sandisk stock price target

Sandisk has already delivered one of the most extraordinary stock rallies in the technology sector this year, up more than 550% in 2026 before last week's pullback. The memory company fell more than 15% over two sessions as the broader AI trade sold off on Broadcom earnings and profit-taking. Bank ...

Morgan Stanley sets first-ever Cerebras stock price target
TheStreet58d agoneutral
Morgan Stanley sets first-ever Cerebras stock price target

For weeks after Cerebras Systems (CBRS) went public on May 14, Wall Street analysts largely stayed silent. That changed this week, which started June 7, when the post-IPO quiet period ended, unleashing a wave of coverage from several brokerages, including Morgan Stanley, which issued its first-ever ...

Citi quietly resets S&P 500 price target for the rest of 2026
TheStreet59d agoneutral
Citi quietly resets S&P 500 price target for the rest of 2026

Wall Street spent the bulk of 2026 figuring out whether the stock market has come too far, too fast. However, according to TheFly, Citi analysts are looking past the immediate damage as they revamp their S&P 500 target. They make the case that something far more durable may be taking shape, ...

Goldman Sachs aggressively resets CrowdStrike stock price target
TheStreet60d agoneutral
Goldman Sachs aggressively resets CrowdStrike stock price target

Some quarters validate a thesis, and others rewrite it entirely. CrowdStrike (CRWD) just delivered the latter. The 15-year-old cybersecurity goliath reported first-quarter fiscal 2027 results on June 3 that beat expectations across every guided metric, raised full-year guidance meaningfully, and ...

JPMorgan sets jaw-dropping Tesla stock price target
TheStreet61d agobearish
JPMorgan sets jaw-dropping Tesla stock price target

For the better part of a decade, JPMorgan was one of Tesla's most reliable institutional bears. Ryan Brinkman, who covered the stock for the bank since 2015, told investors to sell through earnings beats, record highs, and multiple cycles of Wall Street enthusiasm. His final target of $145, ...

Wedbush resets IBM stock price target on AI momentum
TheStreet61d agoneutral
Wedbush resets IBM stock price target on AI momentum

A few months ago, International Business Machines (IBM) looked like collateral damage in the artificial intelligence boom. Investors worried that the very technology powering the AI rally could quietly chip away at the businesses that have funded Big Blue for decades. That worry has faded fast, and ...

Investing.com62d agobullish
Unity and AppLovin stocks jump on Edgewater upgrade & ad pivot

Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns. The Ad-Supported Pivot The core driver of the upgrades is a validated channel shift toward I

Investing.com63d agobearish
Broadcom downgraded as Google moves to reduce reliance on chip supplier

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.

Barclays sets eye-catching IBM stock price target
TheStreet63d agoneutral
Barclays sets eye-catching IBM stock price target

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 ...