Evercore ISI Boosts Dell Price Target to $500, Cites Diversifying AI Demand
Stronger AI server demand, NVIDIA integration, and enterprise focus drive optimism amid supply constraints.
/ 267 items
#Analyst Up/Down↓
Barclays Initiates Cautious Coverage on PayPal with $42 Target Amid Growth Concerns
Despite the bearish call, analyst consensus sits near $53 with a Hold rating.
BofA Sees AI Winners and Losers: Buy Figma & Shopify, Downgrade Adobe
BofA sees Adobe hurt by AI, while Figma and Shopify could benefit as AI boosts creativity, collaboration, and online commerce.
Cloudflare Rises as Scotiabank Highlights AI, SASE Leadership with Outperform Rating
Scotiabank boosts Cloudflare price target to $300 (one of the highest on Street) citing strong AI-native momentum and SASE growth.
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.
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.