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Analyst Reports

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Evercore Boosts Dell Target to $205 on Building AI Server Momentum

Analysts point to mounting AI hardware orders that could lift margins.

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

Alibaba Deepens AI‑Cloud Push With New Spending Pledge and Nvidia Tie‑Up

JP Morgan Downgrades IREN After Blistering AI-Cloud Rally

Rivian Secures $1 Billion Volkswagen Investment After Record Q1 Profit

Tesla Price Target Raised to $500 With Focus on AI and Robotics

Super Micro Faces Stock Decline Despite CEO's Reassurance on Nasdaq Listing

AMD Stock Downgraded as AI Competition and PC Market Risks Loom