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Analyst Reports

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Analyst Upgrades Lift First Solar But Stock Stalls as Policy Decision Looms

A U.S. Department of Commerce ruling on imported polysilicon could reshape module prices and onshoring plans for the solar industry.

Analysts Lift CoreWeave Targets After Bond Disclosures Suggest Bigger Backlog

Analysts Lift Lam Research Targets on Multi-Year AI Chip-Equipment Upswing

UiPath Pushes Into Agentic AI as Revenue Rises and Investors Demand Proof

Western Digital Re‑rated After Strong Quarter as AI and Cloud Drive HDD Demand

Alphabet Raises $80 Billion to Accelerate AI Data‑Center Buildout

ServiceNow Positions Its Platform as an AI Governance Layer in Deeper AWS Partnership

Micron’s AI Memory Surge Pushes Market Value Near $900 Billion

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Wall Street Divides on Meta’s AI Spending Plan as Arete Downgrades and Cramer Stays Bullish

Bank of America Upgrades Tesla to Buy With $460 Target on Autonomy Bet

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

ServiceNow Beats Q4 Targets, Unveils $5 Billion Buyback as Software Selloff Deepens

Regeneron Beats Q4 and Charts 2026 Catalysts With FDA Decisions and Phase III Push

UPS Shifts to Higher‑Margin Business as Network Reset Takes Hold

Analysts Lift Broadcom Outlook as Wells Fargo Upgrades After Stock Pullback

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Stifel Lifts IBM Price Target on $11 Billion Confluent Deal Focused on Real-Time AI Data

Micron Surges as Analysts Tout AI-Driven Memory Tightness and Earnings Upside