Actualités

The maker of backup generators has "multiple shots on goal" for data center contracts, with potential to land two data-center deals this year, Jefferies said in a report.

Investing.com -- UBS has upgraded Alcoa shares to “Buy” from “Neutral,” raising its price target to $80 per share from $75, citing expectations that prolonged disruptions to Middle East aluminium production will keep prices and premiums elevated for years.

Investing.com -- Generac Holdings shares rallied nearly 7% on Friday after it received a bullish upgrade from Jefferies, as analysts argued the backup power equipment maker is nearing a “moment of truth” in securing major hyperscaler data-center contracts tied to the AI infrastructure boom.

Investing.com -- Seaport Research upgraded Texas Instruments to Buy from Neutral on Friday, setting a $400 price target and arguing that a sweeping re-architecture of data center power distribution will drive a surge in demand for power analog semiconductors over the coming years.

Morgan Stanley is staying bullish on Spotify (SPOT), reiterating an overweight rating and a $590 price target, implying more than 30% upside from current levels. The firm's note, titled "Investor Day Preview: Don't Stop Believing," argues that Spotify has earned significantly more credibility with ...

There are stock calls that feel cautious and measured. And then there are the ones that make you sit up straight. Morgan Stanley just raised its CrowdStrike (CRWD) price target in a note shared with me at TheStreet on May 20. In fact, it's a $100 increase on a stock that has already moved 40% in ...

Investing.com -- Berenberg has downgraded Mobileye Global Inc to “Hold” from “Buy,” saying the stock’s sharp rally since March has made its near-term risk-reward profile more balanced despite continued confidence in the company’s long-term autonomous driving opportunity.

Investing.com -- IT hardware stocks have rallied sharply in recent months, but Morgan Stanley warned that peak valuations and mounting cyclical risks make the sector vulnerable to negative earnings revisions in the second half of the year.

Broadcom (AVGO) stock closed the May 19 trading session at $411.07, or 6.5% lower compared to its highest-ever closing price of $439.79 on May 14, according to Yahoo Finance. The drop happened despite several analyst upgrades. Wells Fargo and TD Cowen both raised their price targets. Wells Fargo ...

Morgan Stanley is bullish on Take-Two Interactive (TTWO), as investors now have a clear release date of Nov. 19, 2026, for the company’s long-awaited Grand Theft Auto VI release. Specifically, the firm's analysis of past major game launches, as the Globe and Mail reported, shows that game publisher ...

Google held its annual developer conference last week and unveiled Gemini 3.5 Pro, new AI search integrations, and a product lineup that BofA called evidence of "accelerating velocity of AI innovation." The stock barely moved. That is the strange position Google finds itself in heading into the ...

Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.

Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.

Boeing (BA) just had one of its worst days in months, and one major bank thinks the panic created a bargain. Most of Wall Street zeroed in on a single number: 200. That was the size of the China jet order President Trump unveiled, according to Reuters, and traders had hoped for far more. The stock ...

Alibaba has unveiled a new artificial-intelligence chip as well as an update of its AI model, as the Chinese company aggressively pursues its AI ambitions on multiple fronts. Alibaba also released an update of its large language model, called Qwen3.7-Max, which is engineered for more advanced agent coding and complex reasoning. Alibaba’s management said in a recent earnings call that scaling up the deployment of its in-house chips represent “the highest value for money compute power,” which will improve Alibaba Cloud’s margins.

AT&T, T-Mobile, and Verizon have all seen elevated customer losses in recent months amid rising competition. In an effort to gain ground, the three carriers are joining forces to deliver a significant network upgrade for customers, a move that challenges a fast-growing competitor. In the ...

SanDisk has risen 3,218% over the past 12 months. It is up roughly sixfold year-to-date alone. And a Citi analyst just raised the price target by 56% in a single note, making Citi the fifth firm to set a target at $2,000 or above. The reasoning behind this raise is more specific than typical ...

Cisco Systems (CSCO) just got the kind of analyst note that doesn't often appear on a dividend-paying megacap. On the evening of Thursday, May 14, HSBC analyst Stephen Bersey upgraded Cisco to Buy from Hold and raised his price target to $137 from $77, according to a note carried by Investing.com ...

Intel (INTC) stock has lost about 19.17% since hitting its highest-ever closing price of $129.44 on May 11. It is currently trading at $104.62, according to Yahoo Finance at the time of writing, Tuesday morning, May 19. Intel repurchased Apollo’s (APO) equity interest in the joint venture related ...

Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...

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 ...

The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...

Wall Street sometimes loves to misread particular kinds of stocks. And it is always the ones that look disrupted from the outside but are actually getting more deeply embedded on the inside. ServiceNow (NOW) has spent much of 2026 carrying that misread. The stock fell roughly 38% year to date the ...

Analyst Mike Colonnese of H.C. Wainwright upgraded Circle Internet Group (NYSE: CRCL) on May 18. The revamp is due to the ARC token presale, announced on May 11 during Circle's first quarter 2026 earnings call. ARC is the native utility token for Arc, Circle's Layer 1 blockchain network. As ...

Atif Malik ranks third among more than 12,000 analysts tracked by TipRanks. He has an 80% success rate and an average return of 46.7% per rating over a one-year timeframe. When he publishes a note built on a new market model, Wall Street pays attention. On May 18, he published one on Intel. And the ...

Rosenblatt hiked its price targets on cybersecurity stocks CrowdStrike and Palo Alto amid views the companies are well positioned as artificial intelligence roils the industry.

Wall Street rarely changes its mind twice on the same stock within three weeks. With Arista Networks (ANET), it just did. On May 15, a bullish call flipped Arista from a stock investors had been quietly trimming over customer concentration fears into one of the cleaner AI infrastructure plays ...

Bitcoin is sliding amid high Treasury yields. Circle stock won an analyst upgrade. HIVE Digital soared on AI gigafactory plans.

Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.

Workday (WDAY) shareholders have had a brutal year, and Wall Street keeps adding to the pile. The enterprise software giant has lost more than half its market value since early 2024, and the downgrades have stacked up across the sector as AI agents reshape how analysts model traditional SaaS ...