JPMorgan Upgrades Chipotle to Overweight, Sees “Rare Valuation Opportunity” After 43% Plunge
JPMorgan upgrades Chipotle Mexican Grill from Neutral to Overweight, with a $35 price target.
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#Analyst Up/Down↓
JPMorgan Capitulates on Tesla – Now Betting Big on Physical AI & Robots
After years as Tesla’s biggest bear, JPMorgan just flipped bullish. The bank upgraded TSLA to Neutral and hiked its price target 228% to $475, citing physical AI, Optimus, and robotaxis as the future.
Macquarie Downgrades Broadcom to Neutral Over Google’s Chip Shift
Macquarie cut Broadcom to Neutral, warning Google will build its own chips, reducing Broadcom’s future growth and profits.
Oppenheimer Downgrades AT&T: Satellite Internet Threatens Broadband Future
AT&T cut to Perform as analysts warn satellite internet could steal broadband users despite its big fiber expansion plans.
Goldman Sachs Slams Intuit: Downgraded to Sell as AI Tax Apps Threaten TurboTax
Goldman Sachs cut Intuit to Sell, warning AI tax rivals may reduce growth, profits, and TurboTax market share.
Barclays Gives IBM a Bullish Overweight Rating – Software Strength & Quantum Upside in Focus
Barclays rates IBM Overweight with $350 target (~18% upside), citing steady software growth, strong margins, and quantum upside.