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.
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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.
HubSpot Beats Q2 Estimates but Guidance Miss Sparks Sharp Sell-Off
Despite beating Q2 estimates, HubSpot’s weaker guidance, AI-related challenges, and two analyst downgrades sent shares sharply lower as growth momentum slows.
Bitdeer Gets “Thesis-Changing” Upgrade After $4.7B Norway AI Colocation Deal
Cantor Fitzgerald upgrades Bitdeer to Overweight on its first major AI colocation deal worth up to $8B.
Piper Sandler Upgrades Kratos Defense to Overweight on Clearer Growth Path
Piper Sandler upgrades KTOS to Overweight ($75 PT). Clearer path via MACH-TB, engines & drones after strong Q2 results and raised 2026 guidance.
SK Hynix Stock: Analysts Set Price Targets as High as $320 Citing AI Demand and HBM Leadership
Analysts issue bullish ratings on SK Hynix after U.S. listing, citing HBM leadership, limited supply, and strong AI-driven growth.