Notícias

Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook

Investing.com -- Monster Beverage was downgraded to Hold from Buy by analysts at Deutsche Bank, who said the energy drink maker's recent share outperformance has left its valuation reflecting expectations that are difficult to exceed despite the company's strong operational momentum.

Investing.com -- Mizuho Securities downgraded Circle Internet Group, the issuer of the USDC stablecoin, to Underperform from Neutral and trimmed its price target to $50 from $85, flagging competitive threats from a newly launched rival stablecoin that could undercut Circle’s core revenue model.

Investing.com -- HSBC downgraded IBM to Reduce from Hold and cut its price target to $191 from $231 in a note on Tuesday, arguing that a basket of IBM's peers offers superior earnings potential for the same investment.

(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App

Bernstein cut price targets on AT&T, T-Mobile and Verizon on views Elon Musk's Starlink poses a competitive threat. SpaceX stock fell.

I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...

American Airlines (AAL) stock has been one of the market's leading comeback stocks this year. The company's shares have risen 21% since May and climbed 53% over the past year. It even touched a 52-week high of $18.05 on June 30, 2026. So when a firm that had been positive on the stock suddenly ...

S&P Global Ratings announced Thursday that it was downgrading the credit ratings of the software and AI cloud computing giant from BBB to BBB-, one notch above speculative grade, or junk-bond, ratings. Oracle’s “growing AI infrastructure business is diluting its strong business risk profile,” S&P analysts wrote. The extra yield, or spread, that investors are demanding to hold Oracle’s 5.7% bonds due in 2036 was recently 1.84 percentage points, according to MarketAxess, up from 1.75 percentage points Wednesday.

Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Investing.com -- Paramount Skydance shares fell 8% Thursday after Arete Research downgraded the media company to sell from neutral and slashed its price target to $2, a Street low, citing concerns about the debt burden from its planned merger with Warner Bros. Discovery.

Investing.com -- Bernstein revealed in a note on Thursday that it has downgraded Salesforce.com to Sector Weight from Outperform, removing its price target and citing weak customer feedback on the company's Agentforce artificial intelligence product.

Shares in software companies are among the biggest losers in premarket trading: Salesforce (CRM), IBM (IBM) and ServiceNow (NOW) are down around 4.5% Adobe (ADBE) and Workday (WDAY) fall over 3% ...

KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.

Investing.com -- Goldman Sachs downgraded Bath & Body Works to Sell from Neutral and trimmed its price target to $19 from $23, citing weakening brand sentiment and risks tied to the retailer’s newly expanded third-party distribution.

Investing.com -- Brokerage Bernstein downgraded cloud monitoring software company Datadog to "Market-Perform" from "Outperform" on Monday, saying the stock's recent rally has outpaced its improving fundamentals even as the company stands to benefit from growing artificial intelligence adoption.

Intel spent most of 2023 and 2024 as one of the most beaten-down chip stocks on Wall Street. Frank Lee, an HSBC semiconductor analyst, was among the skeptics. In late 2025 he had the company on reduce with a $24 price target and a straightforward message: time to bail out. On July 2, Lee published ...

AT&T has spent years telling investors the same story. Build more fiber, build a stronger wireless network, and the payoff will come. For a while, Wall Street bought it. The telecom stock held up even as rivals stumbled, and management kept pointing to 2030 as the finish line for its ...

Investing.com -- TD Cowen downgraded onsemi to Hold from Buy, arguing that the company's planned acquisition of Synaptics complicates its investment thesis despite maintaining confidence in its long-term automotive and datacenter growth prospects.

Advanced Micro Devices (AMD) stock closed at $519.85 on June 23, down 5.76%. The stock was caught in the tech sector sell-off, as reported by Yahoo Finance. This drop is probably just a small hiccup, given how the stock has performed over the longer time frame and the bullish analyst consensus. The ...

Investing.com -- Nike shares slipped 1.4% in premarket trading Tuesday after Evercore ISI downgraded the stock to In Line from Outperform and cut its price target to $46 from $57.

Investing.com -- TD Cowen downgraded shares of Accenture to Hold from Buy and slashed its price target to $150 from $258, arguing that a near-term recovery has become increasingly difficult as growth expectations weaken and investor sentiment toward the consulting giant deteriorates.

SpaceX (SPCX) stock slid for two straight sessions before Thursday’s close, dropping from a post-IPO high of $225.64 to $185.00. Then a top Wall Street analyst made one of the boldest calls yet on the stock. Arete Research initiated coverage of SpaceX on June 18 with a Buy rating and a price target ...

Investing.com -- Stifel downgraded software company Intuit to "Hold" from "Buy" and slashed its price target to $275 from $375, citing expectations that the company will lower its long-term growth outlook for key businesses as it shifts toward more value-based pricing strategies.

Accenture stock tumbled amid fiscal Q3 earnings that topped estimates while revenue missed. The company lowered its full-year sales outlook.

Founded by Stanford graduates Vladimir Tenev and Baiju Bhatt in 2013, Robinhood Markets (Nasdaq: HOOD) is a brokerage platform that has become popular with its stock, cryptocurrency, tokenized stock, and event prediction contract offerings. The company made news on June 16 when it ...

Investing.com -- Artificial intelligence-driven disruption is increasing pressure on the IT services industry, prompting Berenberg to turn more cautious on the sector as concerns grow over AI-led pricing deflation, uncertain value capture and a lack of near-term catalysts for a valuation recovery.

Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Investing.com -- Morgan Stanley downgraded Accenture to Equal-weight from Overweight and slashed its price target to $177 from $240, arguing that the anticipated boost to IT services spending from artificial intelligence investments has yet to materialize as enterprises continue to prioritize AI projects over traditional discretionary technology spending.

Carvana (CVNA) closed Thursday, June 11, at $67.82, up less than 1% on the day and roughly 2% over the past week. The stock remains well below its 52-week high of $97.38, and Morgan Stanley just gave investors a catchy number that measures nicely against current price levels. In a research note ...