Goldman Sachs Upgrades CoreWeave to Buy After Sharp Selloff, Citing Stronger-Than-Expected Contract Economics
CoreWeave shares rise as Goldman upgrades to Buy, saying ARR per MW and unlevered returns are biased higher despite credit market concerns.
/ 313 items
#Analyst Up/Down↓
JPMorgan Upgrades Intel to Neutral on Valuation After 36% Pullback
JPMorgan upgraded Intel to Neutral from Underweight with an $85 target after a 36% pullback from its June peak, citing improved execution.
CarMax Stock Climbs as BofA Upgrades to Buy on Stronger Price Competitiveness
Analysts see sustained sales growth from better pricing and a November 3 update.
Walmart Gets Buy Rating from Deutsche Bank on Pricing Tailwinds
Deutsche Bank raised Walmart to Buy with a $136 price target, citing pricing tailwinds, stronger market share gains, and a favorable 2027 setup.
Morgan Stanley Upgrades Quantinuum to Top Quantum Computing Pick
Morgan Stanley raised Quantinuum to Overweight as its top quantum pick, highlighting its technology lead and relative valuation discount.
Barclays Downgrades Dell and HP Enterprise, Citing High Valuations and Lack of AI Catalyst
Barclays downgraded Dell, HP Enterprise and NetApp to Equal Weight, citing elevated valuations, commodity-driven revenue gains and no clear AI inflection.