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Reiteration

Strong Refining Will Drive Chevron, ExxonMobil Q3 Results: Analyst

Strong Refining Will Drive Chevron, ExxonMobil Q3 Results: Analyst

AAR Stock Has Lift-Off, But Legacy Programs Could Clip Margins

AAR Stock Has Lift-Off, But Legacy Programs Could Clip Margins

Palo Alto’s AI Security Trio Could Fuel a Growth Surge, BTIG Says

AAR Stock Has Lift-Off, But Legacy Programs Could Clip Margins

AAR Stock Has Lift-Off, But Legacy Programs Could Clip Margins

Palo Alto’s AI Security Trio Could Fuel a Growth Surge, BTIG Says

Micron Heads Into Earnings as JPMorgan Sees HBM Shortage Lasting Through 2028

Hewlett Packard's Helios Opportunity 'Could Be Big': Analyst

Hewlett Packard's Helios Opportunity 'Could Be Big': Analyst

Micron Heads Into Earnings as JPMorgan Sees HBM Shortage Lasting Through 2028

Hewlett Packard's Helios Opportunity 'Could Be Big': Analyst

Hewlett Packard's Helios Opportunity 'Could Be Big': Analyst

McDonald’s Maps Out Its Next Act, but Analysts See Bumpy Road Ahead

McDonald’s Maps Out Its Next Act, but Analysts See Bumpy Road Ahead

Carnival Analysts Cut Price Targets Ahead of Q3 Earnings

Carnival Analysts Cut Price Targets Ahead of Q3 Earnings

Reiteration Recent News

General Mills Posts Q1 Beat; There’s Still ‘More Work To Be Done,’ Analysts Say

General Mills Posts Q1 Beat; There’s Still ‘More Work To Be Done,’ Analysts Say

General Mills shares fell despite upbeat Q1 results; TD Cowen and RBC analysts highlight organic sales decline was less steep than expected.

Palantir Stock Rises 3% Despite Losing $875 Million FAA AI Deal: Here’s Why

Palantir rose after Rosenblatt backed its FAA opportunity despite losing an $875M AI contract, citing deeper agency adoption.

Costco Q4 Preview: Members Are 'Engaged' Despite Ongoing Macro Uncertainty

Costco Q4 Preview: Members Are 'Engaged' Despite Ongoing Macro Uncertainty

Costco is expected to post strong Q4 results, with $94B sales and $6.59 EPS, supported by traffic, membership and fee-income growth.

Meta Platforms: 4 Reasons Why This Analyst Is Bullish On Muse

Cantor raises Meta’s target, citing Muse’s huge AI-agent market, strong technology, falling costs and unmatched compute capacity.

UiPath Stock Falls as Analyst Highlights Expanding AI Opportunity

UiPath shares fall as its flagship conference begins. What does a Needham analyst think of the stock?

This Analyst Raises Price Targets For Microsoft And This AI Infrastructure Stock

This Analyst Raises Price Targets For Microsoft And This AI Infrastructure Stock

Cantor Fitzgerald raised Microsoft’s and ServiceNow’s price targets, citing AI demand and security opportunities.

Nike Faces $300M World Cup Boost — But Stifel Sees A Bigger Margin Squeeze

Nike Faces $300M World Cup Boost — But Stifel Sees A Bigger Margin Squeeze

Nike will report Q1 FY27 results Oct. 1. Stifel maintains Hold, cuts target to $40, citing promotional pressure and weak product demand.

Okta Prices by the Seat. Analyst Says AI Agents Are the Next Thing It Bills For

Okta Prices by the Seat. Analyst Says AI Agents Are the Next Thing It Bills For

Needham raised Okta’s price target to $230, citing strong AI-agent traction and Oktane 2026’s focus on identity security and growth.

Eli Lilly Diabetes Drug Franchise Remains Strong, Analyst Praises Foundayo Trajectory

Eli Lilly Diabetes Drug Franchise Remains Strong, Analyst Praises Foundayo Trajectory

Guggenheim raises PT to $1,284, citing strong tirzepatide and improving Foundayo trends; estimates exceed consensus.

Apple’s iPhone Upgrade Cycle Looks Strong As Carrier Incentives Hit $1,200

Apple’s iPhone Upgrade Cycle Looks Strong As Carrier Incentives Hit $1,200

BofA reiterates Buy on Apple (AAPL) with a $370 price forecast, citing strong carrier trade-in promos and edge AI upgrade potential.

Amazon Is Coming After Walmart’s Biggest Delivery Advantage

Amazon Is Coming After Walmart’s Biggest Delivery Advantage

Amazon eyes a 10x same-day delivery boost via Project Mercury to counter Walmart. BofA sets a $320 target with a Buy rating.

Lennar Misses Q3 EPS; Faces Pricing Pressure Despite Lower Incentives, Analysts Say

Lennar posts weak Q3 results; analysts cite falling orders, pricing pressure, margin declines and soft guidance, retaining cautious ratings.

Meta's Custom AI Chips Could Save It $8.5 Billion, Analyst Says

Meta's Custom AI Chips Could Save It $8.5 Billion, Analyst Says

BofA reiterates Buy on Meta Platforms (NASDAQ: META) with an $810 price forecast, citing custom AI chip cost savings and the Meta One subscription launch.