Goldman Sachs Upgrades Palantir to Buy, Sets $230 Target on AI Growth
Goldman forecasts another stretch of outperformance for Palantir through 2027.
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Barclays Cuts Skydance Price Target to $7 as Debt and Streaming Risks Weigh on Shares
Analysts flag $80B debt, merger risks, and a warrant distribution next week.
Deutsche Bank Flags Enphase and SolarEdge as Short-Term Sells on 2027 Outlook Risk
Deutsche Bank issued short-term sell calls on Enphase and SolarEdge, warning 2027 forecasts look too high if tax-credit order boosts do not repeat.
AMD Price Targets Jump as Wall Street Bets Always-On AI Agents Will Lift Chip Demand
Citi raised AMD’s target to $800 and Mizuho to $705 as always-on agents like Muse boost CPU demand. Lisa Su plans a big 2027 supply increase.
Shopify, AI Agents, and Meta’s Muse: What the New Price Targets Assume
JPMorgan lifted Shopify to $200 and Piper Sandler kept $180, both citing agentic shopping. Agent orders remain under 2% of sales.
JPMorgan Upgrades Corteva to Overweight After Seed Spinoff, Sees Upside in Crop-Protection Stub
JPMorgan upgraded Corteva to Overweight with a $19 target after the Vylor seed spinoff, calling the crop-protection business undervalued.