Deutsche Bank's Bullish Call on First Solar: Attractive Entry After Sharp Decline
After a 27% pullback, the bank sees strong fundamentals, domestic manufacturing advantages, and upcoming Section 232 tariff clarity as key catalysts.
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Morgan Stanley Turns Bullish on Macy’s, Bearish on Lululemon
Morgan Stanley likes Macy’s on recovery hopes but is cautious on Lululemon due to growth and competition risks.
Mizuho Raises Robinhood Price Target to $130, Sees It Becoming the First Global Brokerage “Hyperscaler”
Analyst sees Robinhood becoming the first global brokerage hyperscaler with Europe and Asia expansion.
DA Davidson Upgrades Palantir to Buy, Sees 34% Upside as AI Orchestration Demand Accelerates
DA Davidson turns bullish on Palantir ahead of the U.S. 250th anniversary, highlighting its AI platform leadership and model-agnostic infrastructure.
AVAV Boosted by $500M Counter-UAS Contract Amid Wedbush Outperform Rating
Strong “Outperform” ratings from Wedbush on AeroVironment and Kratos Defense. Defense drone and multi-domain tech poised for growth.
HSBC Turns Bullish on Adobe: $308 Price Target Signals 46% Upside
The upgrade highlights Adobe’s resilience to AI disruption and its attractive valuation.