Notícias

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 ...

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 ...

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 ...

Seagate stock and Western Digital stock climbed Monday after analysts offered positive views on demand from data centers.

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, ...

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 ...

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 ...

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 ...

Oracle (ORCL) stock closed the June 2 trading session down 1.44% at $244.58. Despite this slight drop, the stock is now up about 25.48% year to date, at the time of writing, Wednesday morning, June 3. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.39% in the same period. Oracle has ...

In every major technology cycle, there comes a moment when the numbers stop looking like projections and start looking like history being made in real time. Broadcom (AVGO) may be the king of the moment. HSBC raised its price target on Broadcom, maintaining its Buy rating, as the firm dramatically ...

Investing.com -- Victoria's Secret was downgraded by both Jefferies and UBS on Wednesday after a nearly 50% post-earnings surge left analysts concluding the company's turnaround is now fairly reflected in the stock's valuation.

Two years ago, Wall Street was asking whether AI would destroy Google Search. The question drove real anxiety among Alphabet investors and pushed some analysts to cut targets. The data Piper Sandler just published suggests that question may have been the wrong one entirely. The right question, it ...

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...

Investing.com -- Jefferies downgraded shares of Redwire to Hold from Buy, arguing that the space infrastructure company's sharp stock rally has largely priced in its bullish growth outlook, leaving limited near-term upside despite strong industry tailwinds.

Investing.com -- Morgan Stanley raised its rating for Dell Technologies to Equal-weight from Underweight and lifted the price target to $448 from $170 in a note on Monday, reversing a bearish thesis after concluding that the company is managing the semiconductor supply chain shortage better than peers in ways the bank had not anticipated.

In February and March 2026, Snowflake was the stock Wall Street couldn't quite figure out. The stock was down 50% from the early January high to early April 2026, according to TradingView data. Snowflake was caught between a decelerating core business and an AI narrative that kept getting pushed ...

Bill Ackman finally took the keys to Pershing Square public in April, and Wall Street is now beginning to weigh in on what that company is actually worth. Citi was the first major bank to argue it could be worth a lot more than the market currently thinks. On Tuesday, May 26, the firm initiated ...

Investing.com -- Barclays analyst Tom O’Malley upgraded Sandisk to Overweight in a note on Wednesday, lifting the stock’s price target to $2,300, arguing that the memory and storage sector is entering a fundamentally different phase driven by long-term contracts, tighter supply, and unprecedented pricing visibility.

Wall Street spent most of 2025 sour on Occidental Petroleum (OXY), but that's changing. Today, May 26, Barclays became the third major bank in six trading days to flip its stance on Warren Buffett's largest single oil holding. The firm lifted OXY to Overweight from Equalweight and raised its price ...

Shares of Micron Technology climbed about 14.2% in early trading on Tuesday after brokerage UBS sharply raised ‌its target price for the stock citing stronger AI ‌demand and long-term supply deals, taking the chipmaker closer to $1 trillion in market value. The ​revised target - the highest among the 46 brokerages covering the stock - implies a potential valuation of close to $1.8 trillion for the company by the next twelve months, compared with a market capitalization of $846.93 billion as of close ‌on Friday. • UBS raised ⁠the price target more than threefold to $1,625 from the earlier $535, compared with the stock's Friday close of $751.

On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...

Palo Alto Networks (PANW) just picked up another vote of confidence from Wall Street, and it arrived at a busy moment for the stock. Shares closed at $247.55 on May 18, near a fresh all-time high reached days earlier. For a stock that fell roughly 20% over the prior year, that swing matters to ...

90-year-old bank Morgan Stanley has revamped the price target for Circle Internet (NYSE: CRCL). The boost from analyst James Faucette was based on higher yield assumptions and a revenue tailwind from the Arc token presale. The revised estimates took into consideration approximately $222 ...

Morgan Stanley is staying bullish on Spotify (SPOT), reiterating an overweight rating and a $590 price target, implying more than 30% upside from current levels. The firm's note, titled "Investor Day Preview: Don't Stop Believing," argues that Spotify has earned significantly more credibility with ...

There are stock calls that feel cautious and measured. And then there are the ones that make you sit up straight. Morgan Stanley just raised its CrowdStrike (CRWD) price target in a note shared with me at TheStreet on May 20. In fact, it's a $100 increase on a stock that has already moved 40% in ...

Investing.com -- Berenberg has downgraded Mobileye Global Inc to “Hold” from “Buy,” saying the stock’s sharp rally since March has made its near-term risk-reward profile more balanced despite continued confidence in the company’s long-term autonomous driving opportunity.

Broadcom (AVGO) stock closed the May 19 trading session at $411.07, or 6.5% lower compared to its highest-ever closing price of $439.79 on May 14, according to Yahoo Finance. The drop happened despite several analyst upgrades. Wells Fargo and TD Cowen both raised their price targets. Wells Fargo ...

Morgan Stanley is bullish on Take-Two Interactive (TTWO), as investors now have a clear release date of Nov. 19, 2026, for the company’s long-awaited Grand Theft Auto VI release. Specifically, the firm's analysis of past major game launches, as the Globe and Mail reported, shows that game publisher ...

Google held its annual developer conference last week and unveiled Gemini 3.5 Pro, new AI search integrations, and a product lineup that BofA called evidence of "accelerating velocity of AI innovation." The stock barely moved. That is the strange position Google finds itself in heading into the ...