Notícias

Berenberg just handed two beaten-down space stocks their biggest single-session pops in weeks, but the reason one name surged twice as hard as the other reveals a fault line in how the market is pricing the entire sector.

Investing.com -- William Blair upgraded GitLab to Market Perform from Underperform, saying the software company's strong second-quarter results and improving operating trajectory had created a more balanced risk-reward profile.

Dell Stock Surges After $61 Billion AI Orders and $192 Billion Revenue Forecast

Morgan Stanley upgrades Robinhood stock on its growth outlook, as the mobile broker trends higher following its record Q2 report.

Investing.com -- Robinhood Markets (NASDAQ: HOOD) shares are up 2.4% in premarket trading after Morgan Stanley upgraded the stock to Overweight from Equal-weight and raised its price target for the stock to $150 from $124, implying 43% upside.

HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and

Investing.com -- Synopsys is positioned for a stronger fiscal 2027 as demand for electronic design automation and chip-design intellectual property improves, Baird said, upgrading the semiconductor software provider to Outperform and raising its price target to $560.

Investing.com -- Okta's improving growth profile and growing traction for newer identity products have prompted BofA Securities to turn more constructive on the cybersecurity company, while warning that much of its recovery may already be reflected in the stock.

Salesforce stock is rallying after the enterprise software maker’s second-quarter results topped expectations.

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

Investing.com -- Etsy was upgraded to Buy from Neutral by BofA Securities on Thursday, with the brokerage saying the online marketplace’s recent growth appears increasingly structural and that its estimates remain conservative.

Investing.com -- Bernstein upgraded Analog Devices to Outperform from Market Perform and lifted its price target to $465 from $430, citing improving risk-reward following a strong fiscal third-quarter report and outlook.

Investing.com -- Bank of America upgraded Moderna to Neutral with a $170 price objective, following a sharp rally in the stock after positive data on its personalized cancer vaccine, intismeran, in adjuvant melanoma.

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

Investing.com -- J.P. Morgan moved SanDisk to Overweight from Not Rated with a December 2027 price target of $2,250, citing positive takeaways from the company’s 2026 Investor Day held in New York.

Investing.com -- Fox Corp. was upgraded to Overweight from Neutral by J.P. Morgan and Wells Fargo, which also raised their price targets, citing stronger earnings prospects, robust advertising trends and the pending acquisition of Roku.

Five Below is making important structural improvements, transforming itself from a trend-driven retailer into a durable growth story, this analyst said.

Investing.com -- Wolfe Research upgraded two major pharmaceutical companies to Outperform on Thursday, citing stronger growth prospects, attractive valuations and a series of upcoming clinical catalysts.

Investing.com -- Jefferies upgraded Five Below to Buy from Hold and raised its price target to $350 from $210, arguing that investors are underestimating structural improvements at the discount retailer and focusing too heavily on the temporary boost from its popular “squishy” products.

Investing.com -- Hilton Worldwide shares have come under pressure over the past month, but Deutsche Bank said investor expectations have now largely reset, creating a more attractive entry point as hotel demand remains resilient and the company's valuation has become more reasonable.

Investing.com -- Cybersecurity firm Okta is well positioned to benefit from growing enterprise demand for identity controls as companies deploy artificial intelligence agents, Citizens JMP Securities said on Wednesday, upgrading the stock and raising its price target.

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday’s pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight."

SpaceX (NASDAQ:SPCX) shares jumped roughly 13% Friday after Argus Research turned bullish on the economics of the company’s massive artificial intelligence buildout. Argus analyst Steven Silver upgraded the stock to Buy from Hold with a $160 price target, saying the...

Analyst upgrades SpaceX stock to buy on its AI investment payback timeline. Rocket Lab jumps near key line after 92nd Electron mission.