Lumentum Beats Estimates, Hits Long-Term Target Early as Jefferies and Citi Reiterate $1,200 Buys
LITE reports robust Q4, lifts guidance, and reaches long-term model early.
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#Analyst Up/Down↓
BofA Downgrades Bending Spoons Over Limited Debt Capacity for M&A
BofA cuts Bending Spoons to Underperform, citing only $7B debt capacity vs $18B implied M&A.
Baird Upgrades First Solar to Outperform on Tariff Clarity, Sees Nearly 33% Upside
Baird upgraded First Solar to Outperform, raising its target to $318 as tariff clarity and strong solar demand boost the outlook.
Jefferies Downgrades Apple to Underperform After Cancelling 20th-Anniversary All-Glass iPhone
Apple scraps planned 20th-anniversary all-glass iPhone over production issues. Jefferies cuts rating and EPS estimates.
Morgan Stanley Turns More Positive on IT Hardware, Upgrades HPE and NetApp
Morgan Stanley raises U.S. IT hardware outlook to In-Line, upgrades HPE and NetApp on AI-driven demand, while downgrading Teradata.
Wall Street Upgrades Unity Software to Buy After Strong Q2 and Vector Growth
Deutsche Bank, BofA & Benchmark raise Unity to Buy with $50 targets after blowout Q2 results and sustainable Vector growth.