Notícias

Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.

SanDisk has risen 3,218% over the past 12 months. It is up roughly sixfold year-to-date alone. And a Citi analyst just raised the price target by 56% in a single note, making Citi the fifth firm to set a target at $2,000 or above. The reasoning behind this raise is more specific than typical ...

Cisco Systems (CSCO) just got the kind of analyst note that doesn't often appear on a dividend-paying megacap. On the evening of Thursday, May 14, HSBC analyst Stephen Bersey upgraded Cisco to Buy from Hold and raised his price target to $137 from $77, according to a note carried by Investing.com ...

Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...

Salesforce (NYSE: CRM) just picked up one of the more unusual analyst calls of 2026, and it landed at a price the market wasn't ready for. Bank of America analyst Tal Liani reinstated coverage of Salesforce on May 18 with an Underperform rating and a $160 price target, Yahoo Finance reports. The ...

The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...

Wall Street sometimes loves to misread particular kinds of stocks. And it is always the ones that look disrupted from the outside but are actually getting more deeply embedded on the inside. ServiceNow (NOW) has spent much of 2026 carrying that misread. The stock fell roughly 38% year to date the ...

Analyst Mike Colonnese of H.C. Wainwright upgraded Circle Internet Group (NYSE: CRCL) on May 18. The revamp is due to the ARC token presale, announced on May 11 during Circle's first quarter 2026 earnings call. ARC is the native utility token for Arc, Circle's Layer 1 blockchain network. As ...

Atif Malik ranks third among more than 12,000 analysts tracked by TipRanks. He has an 80% success rate and an average return of 46.7% per rating over a one-year timeframe. When he publishes a note built on a new market model, Wall Street pays attention. On May 18, he published one on Intel. And the ...

Rosenblatt hiked its price targets on cybersecurity stocks CrowdStrike and Palo Alto amid views the companies are well positioned as artificial intelligence roils the industry.

Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.

When a stock jumps 13% in the session after earnings day, and the analyst covering it still cuts the price target, something interesting is happening, and you may want to dig beneath the surface. That is exactly the situation unfolding at Figma (FIG) right now. The design software company delivered ...

Biogen (NASDAQ: BIIB) has had a rocky few years. Its multiple sclerosis franchise has been bleeding market share to generics and biosimilars, revenue has trended down, and the stock spent much of 2025 trading near multi-year lows. So when Goldman Sachs steps up with a price target hike to $250, ...

Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...

Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...

Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...

DraftKings investors have been waiting for the company to prove that its online betting business can keep expanding while new growth bets start to take shape. In a Morgan Stanley note shared with TheStreet, analyst Stephen Grambling and his team lowered their DraftKings price target to $39 from ...

Marvell (MRVL) stock closed the May 13 trading session at $177.95. That means it has gained 135% since March 5, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up close to 9% in the same period. Why has Marvell outpaced the S&P 500 so much since that date? The company ...

Nvidia (NVDA) just became the first company in history to hit a $5.5 trillion market cap. Its CEO is flying to Beijing with President Trump. And on the same day all of that was happening, Bank of America's top semiconductor analyst just changed a number that puts 45% upside on the table. That ...

Intel's stock has more than tripled in roughly one month. Analysts have been scrambling to catch up. Deutsche Bank just moved its target by the most it has in over a year. And the specific reason it gave for doing so is not what most investors are focused on when they talk about Intel right now. ...

Apple’s (AAPL) AI strategy has been quiet for a while, but things could change quickly. Wedbush analyst Dan Ives raised his 12-month price target on Apple to $400 from $350, making it the most bullish call among major Wall Street analysts, according to TheFly. The move shows a broader ...

If you've ever wondered who makes the machines that build the chips powering artificial intelligence (AI), Applied Materials (AMAT) is a good place to start your education. It doesn't make chips. But it manufactures the equipment that enables chipmaking, and right now, the world can't get enough of ...

One of Wall Street's most closely watched semiconductor analysts just moved his price target ahead of an earnings report that could define how the AI chip trade is valued for the rest of the summer. The note he published does more than raise a number. It lays out a specific projection for one ...

Tencent Holdings extended its streak of double-digit profit growth in the first quarter despite the Chinese tech giant’s ballooning investments to stay ahead in China’s artificial-intelligence race, though revenue growth slowed. Tencent was previously focused on leveraging the technology to boost productivity and reduce costs across various businesses.

Intel (INTC) stock closed the May 11 trading session at $129.44. That means it has gained 93.8% since April 23, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 4.3% in the same period. Why is Intel outpacing the S&P 500 so much, and why that specific period? ...

Bank of America just got even more bullish on CoreWeave (CRWV), spearheaded by the market’s insatiable demand for AI infrastructure. On May 6, according to TheFly, BofA raised its price target on the AI cloud giant’s stock to $140 from $120, while maintaining a “Buy” rating, driven by relentless ...

Two major Wall Street forecasters updated their S&P 500 targets on the same day. They cited the same reason. And neither of them lowered their number. One of those calls is aggressive enough to catch the market's attention. The other is even more aggressive. Here is what is driving both. HSBC ...

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 ...

Norwegian Cruise Line Holdings (NCLH) is losing investor confidence as Morgan Stanley cuts its price target, and the stock has dropped 21% this year. Weaker booking momentum, pricing friction in key itineraries, and commercial execution issues are reshaping the earnings story. Morgan Stanley’s ...

Investing.com -- Wells Fargo on Friday reshuffled its ratings across the U.S. apparel and retail sector, upgrading Victoria’s Secret and downgrading Nike and Deckers, arguing that the rapid adoption of GLP-1 weight-loss drugs is impacting consumer spending in ways that favor clothing over footwear and athletic wear.