News

Amazon Gets a Fresh $350 Price Target as AWS Growth Accelerates

Alaska Air is betting on premium travel, loyalty, long-haul growth and fleet upgrades to improve revenue quality amid execution demands.

Jefferies raised its price target on Ferrari (NYSE:RACE) to €400 from a previous level, maintaining a 'Buy' rating, after the luxury automaker’s second quarter results highlighted stronger-than-expected pricing power and demand for personalization options. Ferrari (NYSE:RACE) shares were...

KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Qorvo (QRVO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Investing.com -- A $21 billion U.S. Air Force program managed by Boeing Co. to modernize the B-52 bomber fleet is facing cost increases and schedule delays during its early development phase, according to a Government Accountability Office report released Friday.

There is a pattern that keeps repeating in this AI earnings cycle. A company spends heavily on infrastructure. Analysts get nervous about whether the spending will ever pay off. Targets get trimmed. Then the results come in and the conversation shifts. July 29 was Microsoft's turn to go through ...

Roblox downgraded, Quanta Services upgraded: Wall Street's top analyst calls

Faster upgrades and more customers buying higher-priced devices are likely to be Apple's goals.

Just weeks after its latest bond sale, Amazon.com Inc. (NASDAQ:AMZN) told Wall Street it now needs an additional $20 billion in capex beyond its original plan. On Thursday, CEO Andy Jassy announced the e-commerce giant is raising its 2026 capital spending target from $200 billion to $220 billion, due to soaring memory chip prices. During the second-quarter earnings call, when an analyst asked about Amazon’s funding strategy for future AI and infrastructure expansion, Jassy demurred: "Nothing to

Morgan Stanley lowered the price target on SoFi to $15 from $16 and maintained an ‘Underweight’ rating on the shares, saying that while the Q2 revenue beat by 7%, growth is becoming more capital intensive.

AMC Entertainment (AMC) has received one of the clearest signs yet that its financial position is improving. S&P Global Ratings raised the issuer credit rating of the movie theater operator to B- from CCC+ with a stable outlook. The ratings firm pointed to improved operating performance, ...

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

RTX Corporation recently reported past second-quarter 2026 results, with revenue rising to US$24.71 billion from US$21.58 billion and net income increasing to US$2.14 billion from US$1.66 billion year over year, lifting basic earnings per share from continuing operations to US$1.58. Alongside this earnings beat, RTX boosted its full-year 2026 sales and profit outlook on the back of a sharply higher US$289 billion backlog spanning commercial aftermarket and defense programs. Next, we’ll...

The next six months may be decisive for the biotech.

After a solid Q4 result, analysts have turned more bullish on Seagate. Should investors follow suit?

Morgan Stanley raises price target on Cognizant stock. But CTSH shares are still under pressure today.

Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.

Commvault (CVLT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Apple's earnings report comes days after the company launched Apple Upgrade in the U.S.—a program that BofA Securities says could improve affordability for consumers and help the company wrestle some control from wireless carriers. As part of Apple Upgrade, customers now have one- or two-year leasing options for iPhones and Apple Watches, and two- or three-year options for Macs and iPads. Apple has long offered trade-ins and financing plans, but "the new structure packages those familiar mechanics into a broader platform spanning major hardware categories," wrote Wamsi Mohan, an analyst at BofA.

The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.

Goldman Sachs upgraded Chinese EV maker Nio despite the fact the country's electric vehicle market continues to struggle. Shares are up about 7% this week.

Goldman Sachs upgraded Chinese EV maker Nio despite the fact the country's electric vehicle market continues to struggle. Shares are up about 7% this week.

Investing.com -- HSBC downgraded Procter & Gamble to "Hold" from "Buy" and cut its price target to $149 from $182, saying the consumer goods giant's reinvestment in marketing and innovation has yet to translate into stronger sales volumes or margin recovery despite continued spending.

Investing.com -- Mizuho upgraded Bloom Energy to "Outperform" from "Neutral" and set a $242 price target, citing stronger-than-expected execution, accelerating margin expansion and improving operating leverage, while arguing the recent share-price pullback has created an attractive entry point.

Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls

Investing.com -- JPMorgan downgraded Pirelli to Neutral from Overweight on Thursday after the tire maker reported first-half results the bank described as solid, citing limited upside at its price target.