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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?
24/7 Wall St.129d agobullish
BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?

Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform. The reinstatement lands just weeks after a blowout Q1 2026 report and signals renewed Wall Street conviction in the AdTech recovery story. For long-term investors, the call ... BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?

Rising Bond Yields Weigh on Stocks
Barchart129d agoneutral
Rising Bond Yields Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

US software stocks attempt a rebound as investors reassess AI risks
Reuters129d agoneutral
US software stocks attempt a rebound as investors reassess AI risks

U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered ‌for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce ‌rose between 3.7% and ⁠4.3%.

Bandwidth (BAND) Gets A Major Target Boost As Voice AI Opportunities Expand
Insider Monkey129d agoneutral
Bandwidth (BAND) Gets A Major Target Boost As Voice AI Opportunities Expand

With a one-month return of 164.30%, Bandwidth Inc. (NASDAQ:BAND) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds. On May 15, Citizens raised its price target on Bandwidth Inc. (NASDAQ:BAND) to $70 from $45 while maintaining an Outperform rating on the shares. According to the firm, management delivered a notably optimistic assessment […]

BofA resets Salesforce stock price target with sobering AI verdict
TheStreet130d agoneutral
BofA resets Salesforce stock price target with sobering AI verdict

Salesforce (NYSE: CRM) just picked up one of the more unusual analyst calls of 2026, and it landed at a price the market wasn't ready for. Bank of America analyst Tal Liani reinstated coverage of Salesforce on May 18 with an Underperform rating and a $160 price target, Yahoo Finance reports. The ...

How Investors Are Reacting To Salesforce (CRM) After Bank of America Flags AI Monetization Challenges
Simply Wall St.130d agoneutral
How Investors Are Reacting To Salesforce (CRM) After Bank of America Flags AI Monetization Challenges

In mid-May 2026, Bank of America reinstated coverage of Salesforce with an Underperform rating, arguing that the company faces a structural reset as AI reshapes its core CRM and agentic offerings. The bank’s critique that Salesforce may be shifting from a high-growth story to a mature cash generator highlights a tension between its aggressive AI investments and questions over how effectively those tools will be monetized. We’ll now examine how Bank of America’s skepticism about Salesforce’s...

BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.
Barrons.com130d agoneutral
BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.

Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.

BofA Slaps Salesforce With Underperform Rating, $160 Price Target: Is the AI Story Falling Flat?
24/7 Wall St.130d agobearish
BofA Slaps Salesforce With Underperform Rating, $160 Price Target: Is the AI Story Falling Flat?

Bank of America (NYSE:BAC) just made one of the more contrarian calls on Wall Street regarding the enterprise software giant. Analyst Tal Liani reinstated coverage of Salesforce (NYSE:CRM) with an Underperform rating and a $160 price target, a notable bear take on a stock that still carries a consensus average price target of $268.05. For ... BofA Slaps Salesforce With Underperform Rating, $160 Price Target: Is the AI Story Falling Flat?

BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era
24/7 Wall St.130d agobullish
BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era

Bank of America (NYSE:BAC) reinstated its coverage of ServiceNow (NYSE:NOW) with a Buy rating and a $130 price target on May 18. The call frames the workflow software leader as a clear AI beneficiary, even as Bank of America reinstated Salesforce (NYSE:CRM) at Underperform on the same day. For prudent investors, the split call matters: ... BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era