Bernstein Sets $1,250 Price Target on SanDisk Amid NAND Price Surge
SanDisk surged after Bernstein raised its price target to the highest level on Wall Street and sharply boosted earnings estimates, driven by strong NAND memory prices and AI demand.
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Circle Downgraded to Sell as Margins Shrink and USDC Growth Slows
Circle was downgraded as USDC profits may shrink, margins fall in 2026, and growth expectations look too optimistic.
Marvell and Texas Instruments Just Got Upgraded by Wall Street
Marvell upgraded to Overweight ($150) on booming optical growth; Texas Instruments Buy ($250) as analog chip demand rises.
Rosenblatt Downgrades Bullish to Neutral as Stock Hits Valuation Limit
Rosenblatt downgraded Bullish to Neutral, citing its rich valuation. A collapse in crypto activity adds further pressure.
Datadog Stock Gets Bullish Boost: Guggenheim Predicts 27% Growth in 2026
Guggenheim upgrades Datadog to Buy: AI boosts demand, strong moat, ~50% upside, solid growth ahead.
Macquarie Gives AppLovin an Outperform Rating on Advertising Growth
Macquarie starts AppLovin with “Outperform,” $710 target, betting its new ad tech will drive strong growth by 2026.