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Bernstein’s SanDisk forecast reboot sparks massive target upgrade
TheStreet47d agobullish
Bernstein’s SanDisk forecast reboot sparks massive target upgrade

Bernstein analyst Mark Newman raised his price target on SanDisk (SNDK) to $3,000 from $1,700 this week, while keeping an Outperform rating on the shares. Newman is a 5-star analyst on TipRanks, ranking 91st out of more than 12,300 Wall Street analysts with an 80% success rate on his calls. That ...

Does Arete’s Downgrade on Competitive Pressures Change The Bull Case For Trade Desk (TTD)?
Simply Wall St.47d agobearish
Does Arete’s Downgrade on Competitive Pressures Change The Bull Case For Trade Desk (TTD)?

In late June 2026, Arete downgraded The Trade Desk to Sell, citing mounting competitive and structural challenges alongside a shift toward a more capital‑intensive operating model. This reassessment stands in contrast to The Trade Desk’s recent additions to multiple Russell value and growth benchmarks and its expanding commerce and travel media integrations. Next, we’ll examine how Arete’s downgrade, focused on competitive and structural headwinds, may influence The Trade Desk’s existing...

Block (SQ) Is Up 6.8% After Analyst Upgrade And New Square Enterprise Win - What's Changed
Simply Wall St.47d agobullish
Block (SQ) Is Up 6.8% After Analyst Upgrade And New Square Enterprise Win - What's Changed

On 27 June 2026, Block, Inc. was removed from several Russell growth benchmarks, while earlier in the month Ladurée Canada announced it had selected Square as its exclusive commerce platform across all Canadian locations, expanding Square’s role across multiple store formats and channels. Together with a recent analyst upgrade highlighting Block within the payments sector, these developments spotlight how index status, client adoption, and external views can influence how investors assess...

The One Strategist That Isn’t Raising Their Price Target
Barrons.com47d agoneutral
The One Strategist That Isn’t Raising Their Price Target

Pretty much every strategist on Wall Street is rushing to raise their S&P 500 price targets, but BofA’s Savita Subramanian is holding firm at 7100. Subramanian and her team of strategists describe themselves as “index bears” but “large cap value bulls.” “Equity supply/demand dynamics peaked in bullishness in 2025, with liquidity coming from every channel -easy central banks, accelerating earnings, accelerating buybacks, individual and institutional investor inflows, US government inflows and a spike in take-privates amid a dearth of IPOs,” they write.

Prediction: This Is Where Tesla’s Price Target Points In 2027
24/7 Wall St.47d agoneutral
Prediction: This Is Where Tesla’s Price Target Points In 2027

Our 24/7 Wall St. price target for Tesla (NASDAQ:TSLA) is $416.37, modestly above where the stock trades today. With shares at $411.84, the implied move is roughly 1.1% over the next 12 months. That puts Tesla in hold territory by our model, with a confidence level of 90%. The setup is measured: after a year ... Prediction: This Is Where Tesla’s Price Target Points In 2027

Block (XYZ) Lands Ladurée Deal After Russell Growth Exit And Analyst Upgrade
Simply Wall St.47d agoneutral
Block (XYZ) Lands Ladurée Deal After Russell Growth Exit And Analyst Upgrade

Block (NYSE:XYZ) was removed from several Russell Growth indices, affecting its presence in key equity benchmarks. The company secured a new partnership with Ladurée Canada to power payments and commerce operations across the chain. Piper Sandler raised its rating on Block shares to Overweight, reflecting a shift in analyst stance on the stock. Block enters this phase with a mixed backdrop for investors. The stock most recently closed at $78.02, with a return of 6.8% over the past week and...

Wall Street Says Lowe’s Will Cut Its Dividend. The Company Just Raised It. Here Is Who Is Right
24/7 Wall St.47d agoneutral
Wall Street Says Lowe’s Will Cut Its Dividend. The Company Just Raised It. Here Is Who Is Right

Wall Street had Lowe’s pegged as the next dividend story to wobble. Rising rates, a softer housing turnover backdrop, and a sluggish DIY consumer set up a narrative where management would have to choose between defending the balance sheet and defending the payout. Then on May 29, 2026, the board declared a $1.25 quarterly dividend, ... Wall Street Says Lowe’s Will Cut Its Dividend. The Company Just Raised It. Here Is Who Is Right

Investing.com47d agobullish
BlackRock turns cautious on emerging markets, upgrades euro bonds

Investing.com -- BlackRock Inc. has downgraded its view on emerging-market equities to neutral from overweight for the next six to 12 months, citing concentration risks in artificial intelligence-linked companies, according to its 2026 mid-year global investment outlook released by the BlackRock Investment Institute.

Energy Transition Update - Statkraft Powers Up: Major Norwegian Hydropower Upgrade Planned
Simply Wall St.47d agoneutral
Energy Transition Update - Statkraft Powers Up: Major Norwegian Hydropower Upgrade Planned

Statkraft has submitted a license application for a major upgrade to the Mår power plant in Norway, aiming to boost power generation by over 13 percent. This proposed upgrade is part of a broader NOK 70 billion initiative focused on enhancing Norwegian hydropower infrastructure, reflecting a significant step in the ongoing energy transition. The new power plant is planned to have nearly three times the current installed capacity, aimed at increasing electricity production swiftly during high...

Investing.com47d agoneutral
Softbank stock target raised at Citi on profit growth

Investing.com -- Citi raised its price target on Softbank to JPY255 from JPY240 and maintained its Buy rating in a note on Tuesday, citing strong earnings momentum and a medium-term plan that points to continued profit and dividend growth.

Logitech shares fall after Bank of America cuts rating and lowers price target (LOGI)
InvestorsHub47d agobearish
Logitech shares fall after Bank of America cuts rating and lowers price target (LOGI)

BofA sees weaker demand ahead for consumer peripheralsBank of America has downgraded Logitech (NASDAQ:LOGI) to Underperform from Neutral while reducing its price target by 18% to CHF70/$86 from CHF85/$108, citing expectations that demand for the company’s products will weaken significantly over the next 12 to 18 months as higher hardware prices weigh on consumer spending. Logitech’s U.

Penguin Solutions (PENG) Upgrades ClusterWareAI With AI Agent and GPU Automation
Insider Monkey47d agobullish
Penguin Solutions (PENG) Upgrades ClusterWareAI With AI Agent and GPU Automation

Penguin Solutions Inc. (NASDAQ:PENG) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 25, Penguin Solutions announced an updated version of its ClusterWareAI operating system software, its specialized AI Factory Platform operating system and infrastructure management software. The three new updates include an AI-powered operations agent, […]

Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Insider Monkey47d agobullish
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive positioning. On June 25, Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight […]

Eli Lilly Upgraded, Carvana Downgraded: Updated Rankings on Top Blue-Chip Stocks
InvestorPlace47d agoneutral
Eli Lilly Upgraded, Carvana Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 160 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Up