U.S. Army Nears Major Contract with AeroVironment for New High-Energy Laser System
Raymond James upgrades AVAV to Outperform with $210 target.
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#Analyst Up/Down↓
Wall Street Turns Bullish on NextPower: Guggenheim and Truist Issue Buy Ratings
Analysts highlight the company’s strategic shift to full-service energy solutions amid attractive valuation.
TeraWulf Unaffected by NY Data Center Pause as Needham Reiterates Buy Rating
Despite Hochul’s one-year moratorium on large data centers, Needham sees limited impact on TeraWulf. Focus shifts to Kentucky’s $19B Anthropic deal and existing NY capacity.
Barclays Sees Massive Opportunity in SK Hynix: 117% Upside Ahead
Strong AI-driven HBM demand and tight supply outlook expected into 2027-2028.
Apple Stock Downgraded by KeyBanc on Slowing iPhone Demand and Stretched Valuation
KeyBanc turns bearish on Apple, cutting the stock to Underweight and setting a $250 target. Analyst flags softening demand, iPhone headwinds, and rich valuation.
UBS Turns Bullish on FuelCell Energy — Sees 42% Upside on Data Center Deals
Key catalysts: 380 MW Fit Energy deal and Siemens collaboration for data centers.