KeyBanc

Alphabet Q4 Earnings Win Over Analysts: 'We Have More Conviction Here'
Alphabet Q4 Earnings Win Over Analysts: 'We Have More Conviction Here'
Microsoft (MSFT) Stock Plummets After Q2 Results: Analyst Says Buy Now For 'Multi-Year Journey'
Microsoft (MSFT) Stock Plummets After Q2 Results: Analyst Says Buy Now For 'Multi-Year Journey'
Nextpower's Growth Story Extends Beyond Solar Trackers, Analyst Says
Nextpower's Growth Story Extends Beyond Solar Trackers, Analyst Says
Microsoft (MSFT) Stock Plummets After Q2 Results: Analyst Says Buy Now For 'Multi-Year Journey'
Microsoft (MSFT) Stock Plummets After Q2 Results: Analyst Says Buy Now For 'Multi-Year Journey'
Nextpower's Growth Story Extends Beyond Solar Trackers, Analyst Says
Nextpower's Growth Story Extends Beyond Solar Trackers, Analyst Says
Netflix Stock Hits 52-Week Lows After Q4 Results: Analyst Says Bottom May Be In
Netflix Stock Hits 52-Week Lows After Q4 Results: Analyst Says Bottom May Be In
Broadcom, Marvell In Focus As Semicondcutor Analyst Flags AI-Driven Supply Crunch, Custom Silicon Upside
Broadcom, Marvell In Focus As Semicondcutor Analyst Flags AI-Driven Supply Crunch, Custom Silicon Upside

KeyBanc Recent News

ServiceNow Faces Potential Microsoft Challenge To Its AI Orchestration Lead In 2026, Analyst Says
ServiceNow Faces Potential Microsoft Challenge To Its AI Orchestration Lead In 2026, Analyst Says
Keybanc lowers ServiceNow rating during slowing SaaS growth, rising AI pressures, and potential loss of AI orchestration leadership to Microsoft in 2026.
Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'
Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'
"The Godfather of AI, Jensen, and Nvidia answered the ‘AI Bubble' question loud and clear," according to Wedbush's Dan Ives.
Rocket Lab Stock Has 'Multiple Avenues For Significant Upside': Analyst Highlights What's Next
Rocket Lab Stock Has 'Multiple Avenues For Significant Upside': Analyst Highlights What's Next
Rocket Lab stock should rise and be valued similar to the early growth of SpaceX, an analyst says after meeting with the company.
Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4
Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4
Artificial intelligence, Azure and cloud are the key themes in updated analyst reports after Microsoft released Q4 results.
Trade Desk Turnaround: Analyst Sees Company Returning To 20% Growth After Impressive Earnings
Trade Desk Turnaround: Analyst Sees Company Returning To 20% Growth After Impressive Earnings
TTD stock soars as company surpasses Q1 expectations and raises Q2 revenue outlook. Analysts also raise price forecasts and outlook for company.
Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
Microsoft analysts raise their price targets after a strong third-quarter that saw AI and cloud growth and a blowout performance from Azure.
Dollar Tree Surges Nearly 8% After Citi Upgrade: Analysts Say Tariffs Could Boost Margins, Not Hurt Them
Dollar Tree Surges Nearly 8% After Citi Upgrade: Analysts Say Tariffs Could Boost Margins, Not Hurt Them
Discount retailer Dollar Tree Inc was riding high on Monday, ending the day up 7.8% following an upgrade by Citi Research.
Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth
Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth
Nvidia analysts break down the key highlights from Jensen Huang's GTC keynote.
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Nvidia analysts break down the highlights from the company's fourth quarter and why they're bullish on the company's future.
UiPath 'Story Remains A Work In Progress': Analysts Want To See More After Q3 Results, 'Sustained Execution Remains Key'
UiPath 'Story Remains A Work In Progress': Analysts Want To See More After Q3 Results, 'Sustained Execution Remains Key'
Analysts see near-term concerns for UiPath after the company's Q3 results.
Nvidia Q3 Earnings Preview: Analysts Expect 'Beat-N-Raise On Continued Data Center Strength'
Nvidia Q3 Earnings Preview: Analysts Expect 'Beat-N-Raise On Continued Data Center Strength'
Nvidia analysts have short-term concerns on supply constraints, but long-term demand outlook is strong and not slowing down.
Mastercard Lowers Financial Forecast, Signals Slower EPS, Revenue Growth Ahead
Mastercard Lowers Financial Forecast, Signals Slower EPS, Revenue Growth Ahead
Mastercard projects slower net revenue growth through 2027 due to lower consumer spending, with estimates for EPS growth also decreasing.
AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
AMD analysts size up Q3 results and the disappointing Q4 guidance and what it means in a battle for market share with Nvidia.
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
Analysts see strength in Alphabet's cloud, search and YouTube businesses and believe spending on AI is beginning to pay off.
McDonald's Q3 Earnings Preview: Trump Visit, E. Coli Outbreak In Focus, Analysts Highlight Global Scale, Franchise Strength
McDonald's Q3 Earnings Preview: Trump Visit, E. Coli Outbreak In Focus, Analysts Highlight Global Scale, Franchise Strength
McDonald's reports Q3 financial results Tuesday before market open. Most attention from investors and analysts will be on E. Coli outbreak commentary.
Netflix 'Should Continue To Outperform': 6 Analysts On Streaming Stock's Q3 Earnings
Netflix 'Should Continue To Outperform': 6 Analysts On Streaming Stock's Q3 Earnings
Netflix's Q3 results, guidance and price increase catalyst have analysts excited for the fourth quarter and 2025, with price target increases coming Friday.
Trump, Harris Consider Joe Rogan Podcast: Could Spotify Ride 2024 Election Wave? Analyst Says Company In 'Sweet Spot Of Growth'
Trump, Harris Consider Joe Rogan Podcast: Could Spotify Ride 2024 Election Wave? Analyst Says Company In 'Sweet Spot Of Growth'
Spotify stock could benefit from appearances by Vice President Kamala Harris or Donald Trump on The Joe Rogan Experience Podcast.
Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
A new Firefly video product and a change to revenue guidance are the highlights most discussed by analysts from Adobe's MAX Creativity Conference.
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