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AT&T Stock Drops After Downgrade. Blame SpaceX.
Barrons.com114d agobearish
AT&T Stock Drops After Downgrade. Blame SpaceX.

Such concerns led Oppenheimer analyst Timothy Horan to downgrade shares of AT&T to Perform from Outperform on Wednesday and removed his previous price target of $32. Rising competition from providers of satellite broadband, like Amazon Leo and SpaceX’s Starlink, could take market share from AT&T’s internet business. SpaceX is expected to go public next week, and Horan says the IPO will highlight the risks satellite poses to AT&T.

How Alibaba Group Holding (BABA) The Evolving Story Connects To Unchanged Analyst Price Targets
Simply Wall St.114d agoneutral
How Alibaba Group Holding (BABA) The Evolving Story Connects To Unchanged Analyst Price Targets

Analyst price targets for Alibaba Group Holding are unchanged, with no revisions to report at this time. Even without fresh target moves, the stock still sits within an evolving story that many investors are tracking closely. Read on to see how to keep up with shifts in sentiment and make sense of future updates as they come through. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Alibaba Group Holding. Do your thoughts...

Why Apple’s Next iPhone Upgrade Could Be the End of Venmo
24/7 Wall St.114d agobullish
Why Apple’s Next iPhone Upgrade Could Be the End of Venmo

Apple is walking on stage next week for its annual Worldwide Developers Conference (WWDC), and it isn’t just showcasing routine software updates—it is quietly preparing a major ecosystem upgrade that could spell disaster for independent fintech applications. CNBC’s Dominic Chu used his June 2 Pre-Market Rundown to sketch the immense stakes, outlining a new native ... Why Apple’s Next iPhone Upgrade Could Be the End of Venmo

TD Cowen Raises Price Target on SolarEdge (SEDG) Following Product Momentum
Insider Monkey115d agoneutral
TD Cowen Raises Price Target on SolarEdge (SEDG) Following Product Momentum

SolarEdge Technologies, Inc. (NASDAQ:SEDG) ranks among the best technology growth stocks to buy under $100. On May 29, TD Cowen boosted its price target on SolarEdge Technologies, Inc. (NASDAQ:SEDG) to $85 from $43, keeping a Buy rating on the company’s shares. Analyst Jeffrey Osborne pointed to the advancement of the company’s SST product, which has […]

HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
Insider Monkey115d agobullish
HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand

Cisco Systems, Inc. (NASDAQ:CSCO) ranks among the best most active stocks to buy according to hedge funds. On May 15, HSBC boosted Cisco Systems Inc.’s (NASDAQ:CSCO) rating to Buy and hiked its price target to $137 from $77, citing a stronger-than-expected AI infrastructure demand pattern that has significantly changed the company’s growth profile. Analyst Stephen […]

Tigress Financial Raises Price Target for Walmart (WMT) Following AI and Digital Expansion
Insider Monkey115d agoneutral
Tigress Financial Raises Price Target for Walmart (WMT) Following AI and Digital Expansion

Walmart Inc. (NASDAQ:WMT) ranks among the best most active stocks to buy according to hedge funds. On May 29, Tigress Financial boosted its price target for Walmart Inc. (NASDAQ:WMT) to $155 from $150, while retaining a Buy rating on the company’s shares. According to the firm, Walmart’s AI-driven platform shift has unlocked a number of […]

Evercore ISI Raises Price Target on Apple (AAPL) Amid AI and Services Growth Expectations
Insider Monkey115d agoneutral
Evercore ISI Raises Price Target on Apple (AAPL) Amid AI and Services Growth Expectations

Apple Inc. (NASDAQ:AAPL) ranks among the best most active stocks to buy according to hedge funds. On May 14, Evercore ISI boosted its price target for Apple Inc. (NASDAQ:AAPL) to $365 from $330, while keeping an Outperform rating on the tech giant’s shares. The firm recently published its sixth annual Apple primer, which outlines investment […]

Airbus Orders And Premium A350 Upgrades Versus Current Valuation Gap
Simply Wall St.115d agobullish
Airbus Orders And Premium A350 Upgrades Versus Current Valuation Gap

Lufthansa and Air China Cargo have expanded orders for Airbus A350 passenger and freighter aircraft, adding fresh volume to the widebody backlog. Saudia has ordered additional A321neo jets, reinforcing Airbus’s single aisle pipeline with a key Middle Eastern customer. Qantas’s first A350-1000ULR for the Sunrise program has completed its maiden flight, starting a formal certification phase after earlier supply chain delays. Airbus has introduced a new ultra premium “Master Suite” cabin...

How The Verizon (VZ) Investment Story Is Shifting Without New Analyst Price Targets
Simply Wall St.115d agoneutral
How The Verizon (VZ) Investment Story Is Shifting Without New Analyst Price Targets

Verizon Communications enters this update cycle with no changes to its current analyst price targets, leaving the existing expectations in place for now. With no fresh analyst commentary alongside this, you are essentially working with the same formal guidance as before. In the sections that follow, you will see how to track new signals and context as the narrative around Verizon continues to evolve. Stay updated as the Fair Value for Verizon Communications shifts by adding it to your...

How The Tower Semiconductor (TSEM) Investment Story Is Evolving With A Steady Price Target
Simply Wall St.115d agoneutral
How The Tower Semiconductor (TSEM) Investment Story Is Evolving With A Steady Price Target

Tower Semiconductor’s latest analyst update comes with no change in the price target, leaving expectations where they were before. With no new analyst commentary to interpret or dissect, the focus shifts to what this steady price target might mean for your own view on the stock. Read on to see how to track future revisions and keep up with the evolving narrative around Tower Semiconductor. Stay updated as the Fair Value for Tower Semiconductor shifts by adding it to your watchlist or...

5-star analyst resets Google stock price target on key move
TheStreet115d agoneutral
5-star analyst resets Google stock price target on key move

Two years ago, Wall Street was asking whether AI would destroy Google Search. The question drove real anxiety among Alphabet investors and pushed some analysts to cut targets. The data Piper Sandler just published suggests that question may have been the wrong one entirely. The right question, it ...

Barclays resets AMD stock price target
TheStreet115d agoneutral
Barclays resets AMD stock price target

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

Dell Upgraded, Costco Downgraded: Updated Rankings on Top Blue-Chip Stocks
InvestorPlace115d agoneutral
Dell Upgraded, Costco Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 104 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Up