Notícias

A growing shortage of skilled workers needed to build data centers will likely accelerate Quanta Services ’ earnings at a faster rate than Wall Street expects, Bernstein analysts wrote Thursday. Bernstein upgraded Quanta to Outperform from Market Perform and raised its price target for the stock to $775 from $748, implying a 22% upside from its closing price of $634.90 on Wednesday. Labor constraints will emerge for the broader data-center buildout, to which Quanta has “invested aggressively to capture this opportunity,” the analysts wrote.

AI demand is giving CoreWeave more pricing power

Stifel, Canaccord Genuity and Guggenheim raised their targets to $300, while BMO Capital lifted its target to $285.

Here’s what could happen to IREN shares next.

The bank sees limited value capture in MARA’s capital-light Starwood venture, preferring AI/HPC operators that control data-center development and operations.

MARA Holdings (NASDAQ:MARA) shares fell 5. 7% in pre-market trading to $11.

JPMorgan's vertically integrated AI infrastructure gives it a more direct path to monetizing its power capacity, in contrast to MARA's partner-led data center approach, according to the bank.

Four banks marked this Nevada miner down in August. One just went the other way.

Two analyst downgrades in back-to-back sessions have Chewy stock cratering while the broader market climbs, and the reasoning behind both cuts points to a force that Chewy's own strong execution simply cannot overcome.

Wall Street’s view of Meta is shifting as the company pushes deeper into artificial intelligence and looks for its next major source of growth.

The bank’s revised forecast says something uncomfortable about today’s price.

JPMorgan Upgrades Meta to Overweight as AI Assistant Fuels New Growth Bet

Recent news around JPMorgan Chase (JPM) has focused on a larger share repurchase program, a higher quarterly dividend, and progress in its payments and capital markets businesses. Together, these updates provide fresh context for assessing the stock. Those capital return moves come as JPMorgan Chase’s share price has climbed strongly over the past quarter, with a 90 day share price return of 17.98% and a 1 year total shareholder return of 20.70%. This suggests firm positive momentum rather...

Shares of Nio (NYSE:NIO) are down 4% to $3.92 in early Wednesday trading after J.P. Morgan cut the stock to Neutral from Overweight and lowered its price target to $4.50 from $7.00. The move stands out because the research note credits the company’s execution and blames the market it sells into. The peer group is […]

Investing.com -- J.P. Morgan downgraded NIO to Neutral from Overweight and cut its price target to $4.50 from $7.00, citing sluggish demand in China's passenger-vehicle market, intensifying price competition and limited overseas exposure that could constrain the electric-vehicle maker's earnings upside.

I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins, 75% operating margins, and 100% excess cash return to shareholders. The market responded with a 13.67% single-session surge followed by another 7.39% gain the following ...

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

Microsoft stock gets a stunning price target hike on AI growth

Microsoft stock extends gains on a bullish JPMorgan research note. Here’s why the firm recommends buying MSFT shares at current levels.

Stocks are getting a solid August boost. That has Wall Street altering their end of year price targets.

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.

Investing.com -- JPMorgan downgraded Rollins to Neutral from Overweight and cut its price target to $45 from $70, saying uncertainty around weakening residential demand and a slower-than-expected margin recovery has made the pest control company's near-term risk-reward less compelling despite its intact long-term growth story.

JPMorgan has slashed its price target on Coinbase Global Inc. (NASDAQ: COIN) to $196 from $283. This is nearly a 31% cut, while maintaining an "Overweight" rating on the largest U.S. crypto exchange. The revision, led by analyst Kenneth Worthington, still implies roughly 24% upside from the ...

Analysts have cut published price targets for WH Smith, with the more cautious end of the range now sitting around 370–420 GBp compared with earlier levels closer to 550–574 GBp. These shifts align with recent research that shows a reset in expectations, where some firms have moved to Hold while others, such as JPMorgan with a 575 GBp target, still see room for upside. As you read on, you will see how these differing targets fit into the broader WH Smith story and how to keep track of the...

American Express Earns UpgradeJPMorgan has upgraded American Express (NYSE:AXP) to Overweight in its second-quarter consumer finance outlook, identifying the company as its preferred name in the sector despite mounting geopolitical and economic uncertainty. American Express shares rose around 1% in premarket trading following the analyst upgrade.

Dollar Tree (NASDAQ:DLTR) shares rose 0. 1% in pre-market trading on Wednesday after several Wall Street firms adopted a more positive outlook on the discount retailer, led by JPMorgan’s decision to raise its price target following a meeting with management.

With an annual dividend yield of 4.10%, PepsiCo, Inc. (NASDAQ:PEP) is included among the 14 Best Blue Chip Dividend Stocks to Buy According to Hedge Funds. PepsiCo, Inc. (NASDAQ:PEP) engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. On July 1, JPMorgan lowered its price recommendation on PepsiCo, Inc. (NASDAQ:PEP) […]

With an average upside potential of 34.50% according to Wall Street analysts, BP p.l.c. (NYSE:BP) is included among the 10 Most Promising Energy Stocks to Buy Now. BP p.l.c. (NYSE:BP) is a British multinational company recognized worldwide for quality gasoline, transport fuels, chemicals, and alternative sources of energy such as wind and biofuels. On July 3, […]

JPMorgan turns cautious on gold and cuts its Q4 2026 forecast by 25% to $4,500 from around $6,000 per ounce.

JPMorgan Chase & Co. (JPM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).