Notícias

Credo Technology has turned into one of the wildest AI infrastructure trades of the year, but with the stock sitting near all-time highs and customer concentration severe enough to rattle any single hyperscaler pullback, the real question is whether the next leg up or a sharp reversal comes first.

RBC Capital noted that while the cancer vaccine results exceeded expectations, the stock’s $150 valuation is ‘unprecedented’ for a company facing a major loss of exclusivity in two years.

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.

Analyst rejects the satellite threat thesis, arguing Starlink's terrestrial ambitions help towers

Bernstein upgraded Analog Devices (NASDAQ:ADI) to Outperform from Market Perform and raised its price target to $465 from $430 after the semiconductor group delivered stronger-than-expected fiscal third-quarter results and issued an upbeat outlook for the fourth quarter. Analog Devices reported quarterly revenue of $4.

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.

XPO has had its debt rating upgraded by S&P Global Ratings. The post XPO upgraded by S&P, just one notch below investment-grade appeared first on FreightWaves.

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.

The 40-year veteran fund manager resets his Nvidia forecast for the rest of the year.

American Airlines Group stock is coming off a mixed few years, with the share price down about 29.1% over five years even as the broader valuation checks currently lean cheap. Recent policy changes to protect premium cabin revenue and investments in lower carbon fuel add fresh moving parts to how the market prices the business. Over the past five years the share price has declined about 29.1%, which raises the question of whether recent pricing now reflects too much pessimism or a more...

Morgan Stanley Turns Bearish on Baidu Stock as Advertising Revenue Slumps

The AI bull market may still be far from finished

Lithium Americas Corp. (LAC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Enovix Corporation (ENVX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Truist just raised its CrowdStrike price target by a wide margin and called the cybersecurity setup constructive, yet the stock is bleeding into earnings week anyway. Two smaller names are quietly bucking the selloff, and where the money is hiding tells you something important about where budgets are actually going.

JPMorgan and Bernstein also cut, to $18 and $16, after the guidance reduction

Moderna upgraded, Baidu downgraded: Wall Street's top analyst calls

In recent days, DigitalOcean Holdings, through its Cloudways unit, launched a Managed AI Agents product line and raised its revenue outlook, while Chief Accounting Officer Cherie Barrett sold 4,456 shares under a pre-arranged Rule 10b5-1 plan. The combination of expanding AI-focused cloud offerings and an upgraded revenue outlook highlights how AI integration is becoming a core driver of DigitalOcean’s business direction. We’ll now examine how the new Managed AI Agents launch and upgraded...

Earlier this week, Deutsche Bank analyst Brad Zelnick downgraded SentinelOne from Buy to Hold, citing concerns that current expectations already reflect much of the anticipated benefit from its AI-driven cybersecurity platform and new offerings. This reassessment highlights how investor confidence in SentinelOne now hinges more on the timing and strength of real-world demand for its newer products, particularly ahead of the upcoming earnings report. With Deutsche Bank’s downgrade emphasizing...

Autonomy optimism is colliding with much weaker current fundamentals

A Guggenheim analyst sees significant further upside in MongoDB stock. Howard Ma explained his bullish view on MDB shares in a research note today.

For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry. However, on August 14, 2026, Wolfe Research’s Peter Supino cut the stock’s rating from Outperform to Peer Perform, and the shares declined. As Supino questions both TMUS’s growth story and the cash-return story, the downgrade gives […]

Intel Stock Takes Another Hit as UBS Trims Price Target to $112

JPMorgan cut Nike to Underweight on Monday as a disappointing sales report from rival On Holding added pressure to the athletic footwear sector

Earlier this year, one of Wall Street's most closely watched research arms made a bold commodity price call, the boldest any large institution had made in years. The forecast turned heads. It implied the kind of return that usually only shows up in speculative assets. And for a few months, the ...

Idex (IEX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Workday stock in focus as Deutsche Bank downgrades it to 'Hold.' Here’s why the firm’s analyst recommends caution in playing WDAY shares.

Duolingo stock hasn’t had a good year but that could be changing soon, according to D.A. Davidson. Analyst Wyatt Swanson on Tuesday upgraded the stock to Buy from Neutral with a price target of $160, up from $130. Shares of the company, known primarily for its language-learning mobile application, advanced 3.8% to $135.16 on Tuesday.

Norwegian Cruise downgrade, Duolingo upgraded: Wall Street's top analyst calls

Home Depot (HD) reported fiscal second-quarter results above Wall Street's estimates as customers co