TD Cowen Turns Upbeat on Rivian – $20 Target as R2 Could Crush Forecasts
TD Cowen upgrades Rivian to Buy from Hold with $20 price target after strong R2 demand analysis (212K-335K units). Bullish ahead of March 12 reveal as shares dip 20% YTD.
/ 1354 items
#BUZZ↓
NIO Achieves First-Ever Quarterly Profit in Q4 2025 as Record Deliveries and Revenue Drive Historic Turnaround
NIO turned profitable for the first time in Q4 2025 with RMB 282.7 million net profit. Record 124,807 deliveries drove 75.9% revenue growth to RMB 34.65 billion. Strong Q1 2026 outlook issued.
BofA Turns Bearish on Qualcomm: Underperform Rating & $145 Target Amid Apple Exit Risks
Bank of America downgrades Qualcomm to Underperform with a $145 price target, highlighting the looming loss of Apple business and slow future growth in this mature chip market.
SolarEdge Back on Top – BofA Upgrades Stock After U.S. Market Share Win
BofA upgrades SolarEdge (SEDG) to Neutral from Underperform, raising the price target to $40 from $17, citing stabilized margins, revenue, liquidity, and regained U.S. inverter market leadership.
Flying Taxis Get Green Light: Joby, Archer, Beta Jump as U.S. Launches Major eVTOL Pilot Projects
Joby, Archer, and Beta stocks surge after DOT selects them for Trump's eVTOL air taxi pilot program — electric flying taxis set to test in 26 states starting summer 2026.
HPE Beats Q1 2026 Expectations and Raises Full-Year Outlook as AI Networking Revenue Soars 151%
HPE reported strong Q1 2026 results with $9.3B revenue (+18% YoY) and Networking revenue soaring 151%. Beat EPS estimates and raised full-year guidance on robust AI demand.