Jefferies Cuts Roblox to Underperform, Sees 18% Downside on Bookings
Jefferies kept its $38 target and said the post-Q2 rebound priced in too much bookings growth for the next year.
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HSBC Says Twilio’s Meta Muse Rally Has Gone Too Far
HSBC argues that the 30% jump since Meta launched Muse overstates how much additional revenue Twilio will capture.
BofA Cuts Nike to Underperform as Turnaround Takes Longer
BofA slashes Nike EPS estimates by 11% and 12% for FY27 and FY28 and now sits 14% below Visible Alpha consensus.
Meta Stock Gets a Boost After Connect 2026 as Analysts Cheer Muse AI
Analysts lift Meta targets after Connect 2026, citing Muse’s early traction, partner momentum, and a path to AI revenue beyond ads.
Nebius Gets Aggressive Upgrade as BNP Raises Target to $399 From $260
Nebius jumped in focus after BNP raised NBIS to Outperform and set a $399 target, up from $260, citing stronger AI-cloud growth.
JPMorgan Turns Bullish on CoreWeave as Wall Street Stays Split on Funding Risks
Demand is tight; short-term GPU contracts are pricing at a premium.