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INSANE: Evercore isi | Vintage Vibes

SpaceX and other mega IPOs may wait years to join the S&P 500

SpaceX and other mega IPO candidates may have to wait years before joining the S&P 500 after S&P Dow Jones Indices retained its profitability requirement for index inclusion. Despite their massive valuations, companies such as SpaceX, OpenAI and Anthropic must demonstrate sustained profits before becoming eligible for the benchmark.

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Astera Labs Conference: Scorpio Switching Seen as Next AI Growth Engine

Astera Labs (NASDAQ:ALAB) executives outlined expectations for continued growth across the company’s connectivity portfolio during an Evercore ISI fireside chat, pointing to expanding opportunities in AI infrastructure switching, retimers, CXL controllers and optical connectivity. Desmond Lynch, ch

Affirm CFO Says Bank Charter Would Diversify Funding, Not Turn It Into a Bank

Affirm (NASDAQ:AFRM) Chief Financial Officer Rob O’Hare said the company is pursuing a bank charter primarily to diversify its funding base and bring more of its existing infrastructure in-house, while emphasizing that Affirm itself is not becoming a bank. Speaking with Evercore ISI’s Adam Frisch a

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Hard Disk Drives Are Critical for AI but Western Digital Stock Is Still Underappreciated Here

Evercore ISI raises Western Digital's price target to $575 as AI infrastructure demand drives hard disk drive growth beyond 25% annually for years ahead.

If You Want to Invest in the Future of AI, Evercore ISI Recommends DELL Stock

Evercore ISI analysts think Dell Technologies is well-positioned for the next phase of AI adoption.

Astera Labs Just Got a Boost From Evercore ISI. What to Know.

Astera Labs stock gains as Evercore ISI raised price target to a Street-high of $297. Here’s why the investment firm is constructive on ALAB shares for the remainder of this year.

AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth

Apple's Services engine is starting to fire on all cylinders, but Wall Street is only just starting to wake up to its true value-adding potential.

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How Services Could Help Generate $13 in Earnings Per Share for Apple Stock

How Services Could Help Generate $13 in Earnings Per Share for Apple Stock

Apple’s next major growth wave may come less from iPhones and more from its booming high-margin Services ecosystem, with Evercore ISI seeing a path to $13 in EPS.

Evercore ISI Raises Its Seagate Stock Price Target to $1,000. HAMR Technology Growth Is the Major Trigger.

Evercore ISI Raises Its Seagate Stock Price Target to $1,000. HAMR Technology Growth Is the Major Trigger.

Wall Street's boldest call on Seagate stock yet has real numbers to back it up.

Earnings Sent Fastly Stock Down Bad, but Don’t Miss the Bigger Picture with FSLY Shares Up 85% YTD

Earnings Sent Fastly Stock Down Bad, but Don’t Miss the Bigger Picture with FSLY Shares Up 85% YTD

Fastly dropped 38% after its Q1 earnings. However, the stock is still up more than 85% this year.

Intel Just Hit a New All-Time High. Does INTC Stock Have More Room to Run?

Intel Just Hit a New All-Time High. Does INTC Stock Have More Room to Run?

Intel shares are soaring on better-than-expected Q1 earnings and upbeat future guidance. Evercore ISI analysts recommend buying INTC stock into the post-earnings strength.

Should You Chase the Rally in CoreWeave Stock?

Should You Chase the Rally in CoreWeave Stock?

CoreWeave stock soars on a multi-year Anthropic deal. Evercore ISI analysts explain what could drive CRWV shares higher as the year unfolds.

Centrus Energy Just Struck a Landmark Deal with Palantir. Should You Buy the Uranium Stock Now?

Centrus Energy Just Struck a Landmark Deal with Palantir. Should You Buy the Uranium Stock Now?

Centrus Energy’s AI partnership with Palantir and federal backing positions the company for growth despite near-term execution risks.

Analysts Say This 1 Unexpected Stock to Buy Could Be a Major AI Winner

Analysts Say This 1 Unexpected Stock to Buy Could Be a Major AI Winner

Waystar stock is down 39% from its all-time high and offers significant upside potential to shareholders in March 2026.

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Evercore ISI Says This 1 Dividend Stock Could Be a Winner Amid the Software Apocalypse

Evercore ISI sees C.H. Robinson as a rare AI-era winner because its agentic supply chain platform is already turning 30‑plus AI agents loose on real freight tasks, helping it gain share, expand margins, and extend a 28‑year dividend growth streak.

Wall Street Thinks Hard-Hit SNOW Stock Can Gain 40% in 2026. Should You Buy Snowflake Now?

Down over 40% from its all-time highs, Snowflake is Evercore's top pick, thanks to its widening AI moat, and it could gain those losses back, and more.

Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year

One top analyst sees over 50% upside in Arista Networks as accelerating AI data center demand and strong execution might fuel a potential run.

Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Evercore ISI has turned bullish on Dell ahead of its earnings release on Feb.26, expecting AI-driven momentum and near-term traditional hardware demand to fuel a solid beat.

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Buy the Dip in Apple Stock Before January 29, According to Goldman Sachs

Goldman Sachs analysts expect robust iPhone sales growth ahead of Apple’s Q1 earnings.

Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?

After UNH’s bruising 2025 collapse, can Evercore ISI’s “Outperform” call and turnaround thesis signal a timely entry point for investors willing to look past near-term scars?

Evercore Analysts Are Pounding the Table on Apple Stock Ahead of a ‘Sizable Catalyst’ Coming in 2026

Investors who buy AAPL stock based on Evercore's call may be disappointed.

Netflix Is Buying Warner Bros. Discovery. Should You Buy NFLX Stock?

Netflix stock sinks as the streaming giant announces an $83 billion takeover bid for WBD assets. Analyst says NFLX shares will hit $138 by the end of 2026.

CoreWeave Is Building a Massive New Data Center. Should You Buy CRWV Stock Here?

CoreWeave is set to help Poolside build a massive data center in Texas. Should you buy CRWV stock here?

Ahead Of Uber's Q3 Earnings, Mark Mahaney Predicts Investors Will Be Looking Out For This Major Update — Outlines Tesla, Waymo's Role

Investment bank Evercore ISI's analyst Mark Mahaney predicts that shareholders would be keen for an update on Uber Technologies Inc.'s (NYSE:UBER) autonomous roadmap ahead of the ride-hailing giant's third-quarter earnings call.

GPT-6 is Expected to Arrive by the End of 2025, Says Analyst

We all know that OpenAI is already working on the GPT-6 model. But it looks like the company does not want to wait too long and wants to release the model

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