Actualités

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

Investing.com -- J.P. Morgan moved SanDisk to Overweight from Not Rated with a December 2027 price target of $2,250, citing positive takeaways from the company’s 2026 Investor Day held in New York.

Investing.com -- Fox Corp. was upgraded to Overweight from Neutral by J.P. Morgan and Wells Fargo, which also raised their price targets, citing stronger earnings prospects, robust advertising trends and the pending acquisition of Roku.

Five Below is making important structural improvements, transforming itself from a trend-driven retailer into a durable growth story, this analyst said.

Investing.com -- Wolfe Research upgraded two major pharmaceutical companies to Outperform on Thursday, citing stronger growth prospects, attractive valuations and a series of upcoming clinical catalysts.

Investing.com -- Jefferies upgraded Five Below to Buy from Hold and raised its price target to $350 from $210, arguing that investors are underestimating structural improvements at the discount retailer and focusing too heavily on the temporary boost from its popular “squishy” products.

Investing.com -- Hilton Worldwide shares have come under pressure over the past month, but Deutsche Bank said investor expectations have now largely reset, creating a more attractive entry point as hotel demand remains resilient and the company's valuation has become more reasonable.

Investing.com -- Cybersecurity firm Okta is well positioned to benefit from growing enterprise demand for identity controls as companies deploy artificial intelligence agents, Citizens JMP Securities said on Wednesday, upgrading the stock and raising its price target.

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday’s pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight."

SpaceX (NASDAQ:SPCX) shares jumped roughly 13% Friday after Argus Research turned bullish on the economics of the company’s massive artificial intelligence buildout. Argus analyst Steven Silver upgraded the stock to Buy from Hold with a $160 price target, saying the...

Analyst upgrades SpaceX stock to buy on its AI investment payback timeline. Rocket Lab jumps near key line after 92nd Electron mission.

Deutsche Bank, BofA Securities, HSBC, and Benchmark all upgraded the stock to Buy from Hold, with Deutsche Bank, BofA, and Benchmark setting price targets of $50, up from $31, $30, and no prior target, respectively.

T-Mobile is changing how customers finance new devices after previously saying it would scale back free phone deals and device subsidies. During an earnings call in February, T-Mobile CEO Srini Gopalan revealed that the company is moving away from device subsidies and will rethink its approach to ...

AT&T has made a billion-dollar move to enhance its network for wireless customers after rolling out a series of price increases this year amid rising competition. For instance, in April, the carrier raised prices for its retired unlimited wireless plans that were active before July 24, ...

Investing.com -- JPMorgan upgraded its credit recommendation on Kraft Heinz to Overweight from Neutral, citing better-than-expected quarterly results, disciplined balance sheet management and greater confidence that the packaged food maker can fund higher investment in its brands while keeping leverage under control.

Kratos Defense cleared Q2 estimates, lifted its guidance. KTOS stock jumps on upgrade as outlook offers "comfort" to analyst.

Investing.com -- Bernstein upgraded Elf Beauty to Outperform from Market-Perform and nearly doubled its price target to $113 from $60, citing a stronger-than-expected start to the company’s newly launched hair care line.

Investing.com -- Arista Networks, Inc. (NYSE: ANET) reported second quarter results that exceeded analyst expectations and provided third quarter guidance well above consensus, sending shares up 13%.

Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.

Boeing is in the midst of an extended turnaround that has found a new believer on Wall Street. The stock is up about 2% Monday morning.

Nine years ago, Tesla nearly drained its cash reserves trying to scale a new vehicle line, a stretch of chaos Elon Musk later called production hell. Rivian (RIVN) is now running its own version of that gauntlet with the R2, the affordable SUV meant to turn a niche automaker into a mass-market one. ...

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.

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, ...