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Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.

Goldman Sachs upgraded Chinese EV maker Nio despite the fact the country's electric vehicle market continues to struggle. Shares are up about 7% this week.

Goldman Sachs upgraded Chinese EV maker Nio despite the fact the country's electric vehicle market continues to struggle. Shares are up about 7% this week.

Investing.com -- Mizuho upgraded Bloom Energy to "Outperform" from "Neutral" and set a $242 price target, citing stronger-than-expected execution, accelerating margin expansion and improving operating leverage, while arguing the recent share-price pullback has created an attractive entry point.

Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets

The group now expects full-year adjusted organic earnings before interest, taxes and amortization growth of between 14% and 19%, up from 10% and 15%.

Investing.com -- Citi upgraded Ford Motor to Buy from Neutral and raised its price target to $20 from $19, saying improving F-Series pickup production, easing warranty costs and better aluminum supply are driving a positive shift in the automaker's earnings outlook.

Bloom Energy hikes 2026 revenue outlook to $3.9 - $4.2 billion from $3.4 - $3.8 billion forecast in the previous quarter.

Investing.com -- BofA Securities upgraded Honeywell Technologies to Neutral from Underperform and raised its price target to $265 from $205, saying stronger execution and broad-based order growth have improved confidence in the company's second-half growth outlook. The brokerage's more constructive stance follows Honeywell Technologies' second-quarter results, which exceeded expectations across all three business segments and prompted management to raise its full-year 2026 guidance for organic g

Jefferies upgraded Ford and General Motors as they moved past last year's electric vehicle losses. Ford stock rose about 1%, while General Motors advanced around 2.5%.

Investing.com -- AT&T was upgraded to Outperform from Peer Perform by Wolfe Research, which said the telecom giant's improving operating fundamentals and attractive valuation more than offset lingering concerns over competition from SpaceX's Starlink mobile ambitions. The brokerage assigned a $29 price target, implying nearly 26% upside from the stock's recent close.

Investing.com -- Stifel upgraded DigitalOcean Holdings to Buy from Hold and raised its price target to $160 from $135, arguing that growing demand for AI infrastructure, higher GPU pricing and additional capacity expansion should drive stronger earnings and revenue growth over the next several years.

Investing.com -- Several clean energy companies received rating upgrades from analysts who pointed to improving growth prospects in domestic manufacturing, energy storage demand and hyperscale data center opportunities, despite ongoing policy and execution risks.

The decision reflects assumptions the country’s default risk declined, given that macroeconomic stabilization advanced beyond the initial adjustment phase, the ratings company said.

Apple is launching a device leasing program called 'Apple Upgrade' on July 28 in the U.S. to ‌boost sales, Bloomberg News reported on Tuesday, citing people with ‌knowledge of the matter. The new service arrives as Apple has raised prices on ​its iPads, MacBooks and other devices except the iPhone, no longer able to shield customers from surging memory and storage chip costs driven by the AI industry's data-center buildout. Apple Upgrade will support most iPhone, ‌Mac, iPad and Apple Watch ⁠models and the company is partnering with Klarna Group as the financial backer for the program, the report ⁠said.

3M stock jumped on Tuesday after the industrial conglomerate beat Wall Street's earnings expectations and raised its full-year guidance.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Investing.com -- HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and raised its price target on the iPhone maker’s shares to $366 from $260 in a note Friday, saying it is at "an operational turning point" as AI capabilities and a strong product pipeline support growth.

Energy innovators NXT and POWL are rising on demand for data center stocks and analysts upgrades at Guggenheim and GLJ.

Semiconductor equipment giant ASML beat estimates for the second quarter and raised its outlook for the full year. ASML stock rose on the news.

Investing.com -- Jefferies on Monday has upgraded Shopify to Buy from Hold and raised its price target to $160 from $140, saying the e-commerce platform is well positioned to benefit from the rise of agentic AI commerce while expecting stronger-than-consensus second-quarter results and additional growth catalysts over the next year.

Investing.com -- Truist Securities upgraded Biogen to Buy from Hold and raised its price target to $235 from $190, citing growing confidence in the company’s Alzheimer’s and immunology pipeline ahead of several major clinical data readouts over the next two years.

Seagate Technology stock rose Friday, bouncing back from a recent pullback. "With the recent market pullback and increasing confidence in what we view as a path to plus-$50 earnings-per-share and significant (capital) return capacity ahead, we upgrade STX to overweight with a $1,100 price target," Wells Fargo analyst Aaron Rakers said in a note for clients. Rakers previously held a neutral equal-weight view for Seagate and a 900 price target.

Investing.com -- Citi upgraded Knight-Swift Transportation and Saia to Buy and Old Dominion Freight Line to Neutral in a note Thursday, reversing recent downgrades after a pullback in trucking stock prices created sufficient upside to justify the rating changes.

TeraWulf shares rose more than 12% in morning trade after Morgan Stanley raised its price target and maintained an 'Overweight' rating.

Investing.com -- Occidental Petroleum was upgraded to "Outperform" from "Underperform" by Evercore ISI, which also raised its price target to $65 from $58, arguing the oil producer is poised to benefit from a stronger balance sheet and improved capital efficiency after an extended period of underperformance.

Analysts with Bank of America Securities upped their price target for shares of the blue-chip tech stock.

Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades