Oracle’s Extreme Sell-Off Creates Buying Opportunity Ahead of Investor Day, Citi Says
Citi maintains Buy on Oracle with $330 target after extreme sell-off. AI demand and $85B contracts seen as key drivers ahead of Investor Day.
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UBS Upgrades SolarEdge to Buy After FCC Inverter Import Ban
UBS upgraded SolarEdge to Buy, citing the FCC inverter ban as a potential boost, while weak U.S. solar demand remains a risk.
SAP Slides After UBS Cuts Rating Over Delayed AI Tools
UBS cut SAP to Neutral from Buy while raising its price target to €201. The slow rollout of agentic AI and weaker cloud backlog growth sent the shares lower.
JPMorgan Sees 78% Upside in SpaceX as Grok AI and Orbital Data Centers Accelerate Ambitions
JPMorgan keeps SpaceX Overweight with $240 target. Analyst highlights Grok advances, Cursor deal, Louisiana Starbase, and orbital data centers.
Fluence Energy Gets UBS Upgrade: Stock Now Seen as Fairly Valued
2026 guidance cut sets a near-term earnings trough, creating a favorable base for 2027 growth reacceleration.
Raymond James Lifts AMD Price Target to $641, Forecasts $201 Billion Revenue by 2030
Raymond James upgrades AMD to Strong Buy, citing 44% annual growth and $201 billion in revenue by 2030, implying ~40% upside.