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FOUND: Keybanc - You Need To See This

Micron Stock Has 66% Upside As Open‑Source AI Models Guzzle Memory, BofA Says

The rise of cheap, open-source Chinese AI models was supposed to be a threat to the companies that sell expensive memory chips.

Benzinga

Nvidia Stock Hasn't Been This Cheap In 10 Years: Is This A Screaming Buy?

Picture being told that the poster child of the artificial-intelligence boom trades at the same valuation as the broad market. Not long ago, that would have sounded absurd. Yet, that’s precisely where Nvidia Corp. (NASDAQ:NVDA) stands today.

Benzinga

Why Skyworks Stock Just Got Downgraded

KeyBanc recently downgraded Skyworks Solutions based on shifting market conditions.

Barchart

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Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings

Apple shares near record highs face a test at its July 30 earnings, as rising component costs, an unproven AI monetization thesis, and a 36x forward multiple raise skeptics' concerns, including KeyBanc's.

MarketBeat

KeyBanc Just Slapped Apple With a Rare 'Underweight' Rating. Here's What It Means for AAPL Stock.

AAPL stock was downgraded by KeyBanc, citing aggressive price hikes on Apple products.

Barchart

Why KeyBanc Thinks Intel Stock Can Gain 45% from Here

KeyBanc lifted its Intel stock price target to $155 from $110, citing AI-driven server demand, better chip yields and new design wins from major tech names.

Barchart

KeyBanc Just Downgraded Apple Stock. Here's What to Know.

Apple stock inches lower as KeyBanc downgrades it to "Underweight." Here’s why the firm sees significant downside in AAPL shares from current levels.

Barchart

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Apple Has 20% Downside Ahead? Analyst Says Sell the Stock

Apple Inc. (NASDAQ:AAPL) shares are in the crosshairs after KeyBanc Capital Markets downgraded the iPhone maker to Underweight from Sector Weight, slapping a $250 price target on a stock that closed at $317.31 on Monday.

Benzinga

Here’s How Arista Networks Is a Major Beneficiary of Big Tech’s Push to Break Nvidia’s Grip

The rising demand for CPU-driven infrastructure means Arista Networks is likely to see an increasing demand for its products.

Barchart

Applied Materials Stock May Not Be as Expensive as It Seems Even After Record Rally

Applied Materials' stock has surged to fresh all-time highs after record earnings and a new Street-high $900 price target, highlighting growing confidence in the AI semiconductor equipment cycle.

Barchart

RKLB Stock Alert: Rocket Lab Reaches New Milestone With 10th Consecutive Successful Launch

Rocket Lab stock rallied today on news of its 10th consecutive successful Electron rocket launch. But is there any further upside left in RKLB shares? Let’s find out.

Barchart

Marvell Just Got a New Street-High Price Target. Wall Street Thinks Networking Is a Huge Growth Opportunity.

KeyBanc lifted Marvell’s outlook, spotlighting data center networking as AI infrastructure’s strongest long-term growth driver.

Barchart

A Short Squeeze Could Be Brewing in La-Z-Boy Stock

After a rise post-quarterly earnings, is La-Z-Boy in for a short squeeze?

Barchart

Dear Circle Stock Fans, Mark Your Calendars for July 4

Key legislation might be passed on July 4, which could impact Circle Internet Group.

Barchart

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Barchart

This Analyst Just Upgraded Rocket Lab Stock. Here's Why.

Rocket Lab stock rallies as KeyBanc upgrades it to “Overweight.” Here’s why analyst Michael Leshock is bullish on RKLB shares for the next 12 months.

Barchart

Why Analysts Are Betting Big on DigitalOcean Stock for the Next Era of AI

KeyBanc initiates coverage on DigitalOcean stock with an "Overweight rating" and a $200 price target. Here's why DOCN could be one of the best AI infrastructure plays right now.

Barchart

KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.

Apple's valuation looks "stretched," according to KeyBanc's warning.

Barchart

Zebra Technologies Surges Following Q1 Earnings. What Comes Next for ZEBRA Stock.

Zebra shares soar on better-than-expected Q1 earnings and raised full-year guidance. Wall Street sees significant further upside in ZBRA stock from current levels.

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Barchart

KeyBanc Sees AI Saving the Day for CrowdStrike Stock Despite Broad Wall Street Panic. Who’s Right?

Analysts back CrowdStrike as AI may boost cyber demand, but valuation concerns keep investors cautious amid broader software weakness.

Barchart

KeyBanc Taps INTC, AMD Stocks as Top Buys on CPU Demand. Should You Load Up Now?

One KeyBanc analyst believes that both Intel and AMD will benefit from higher CPU demand.

Barchart

Why Is Micron (MU) Stock Higher Today?

Micron stock is gaining as KeyBanc reiterated its bullish view on the memory chip specialist on Monday. Here’s what could drive MU shares higher in 2026.

Barchart

Nvidia May Have Dumped Arm Stock in Q4, But Should You Buy Shares Now?

With Nvidia dumping its entire stake in Arm Holdings, is this a red flag or a timely buying opportunity for investors?

Barchart

HSBC Just Doubled Its Price Target on Intel Stock. Should You Buy INTC Ahead of Earnings?

Analysts sharp target hike puts Intel back in focus as AI-driven server demand builds ahead of earnings.

Barchart

Why Analysts Think Analog Devices Stock Can Hit $375 in 2026

Analysts see Analog Devices benefiting from durable industrial demand, edge AI adoption, and margins that support a premium valuation into 2026.

Barchart

Dear Intel Stock Fans, Mark Your Calendars for January 22

Investors may want to keep Intel on their radar as the chip giant gears up to unveil its fourth-quarter earnings later this month.

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