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Carnival hit by rising oil costs as BofA cuts price target
Proactive5h agobearish
Carnival hit by rising oil costs as BofA cuts price target

Carnival Corp (NYSE:CCL) shares have fallen 27% since August as surging oil prices raise concerns about fuel costs, prompting Bank of America to cut its price target on the cruise operator to $38 from $42 while maintaining a ‘buy’ rating. The broker said Carnival, as the only unhedged major...

Cisco Stock Falls as Piper Sandler Cuts Price Target Over Growth Concerns
TIKR1d agobearish
Cisco Stock Falls as Piper Sandler Cuts Price Target Over Growth Concerns

Key Stats for Cisco StockPrice change for Cisco stock in last 6 months: 35%$CSCO Stock Price as of Sep. 22: $10652-Week High: $130$CSCO Stock Price Target: $137What Happened?Cisco (CSCO) stock dropped almost 5% on Tuesday after Piper Sandler cut its price target on the networking company to $125 from $132.

Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
Insider Monkey1d agobearish
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)

Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major exception. Bernstein analyst Peter Weed raised his target on Zscaler, Inc. (NASDAQ:ZS) to $298 and maintained an Outperform rating on September 17. The target implied […]

Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices
24/7 Wall St.3d agobearish
Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices

Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]

Bank of America cuts UPS price target to $108 on lower package volumes
Proactive3d agobearish
Bank of America cuts UPS price target to $108 on lower package volumes

Bank of America (BofA) has reiterated its 'Neutral' rating on United Parcel Service Inc (NYSE:UPS) and cut its price target to $108 from $115, citing weaker domestic package volumes and lower earnings expectations. The broker lowered its 2026 revenue estimate to $91.3 billion from $92.5...

Netflix downgraded by Wells Fargo on weak engagement, content concerns
Proactive6d agobearish
Netflix downgraded by Wells Fargo on weak engagement, content concerns

Wells Fargo & Co (NYSE:WFC, XETRA:NWT) downgraded Netflix Inc (NASDAQ:NFLX, XETRA:NFC) to "underweight" from "equal weight" Friday, with analysts warning that weaker engagement and content could pressure margins and valuation. Wells Fargo cut its price target to $57, implying about 25%...

Costco faces margin pressure as BofA cuts price target
Proactive8d agobearish
Costco faces margin pressure as BofA cuts price target

Costco Wholesale Corporation (NASDAQ:COST, XETRA:CTO) retained Bank of America Corp (NYSE:BAC)'s Buy rating despite a price target cut, as rising supply chain costs prompted a more cautious margin outlook. In September 16 trading, shares fell to $900.49, while the broker maintained its "buy"...