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FOUND: Keybanc - You Need To See This

Why Broadcom Providing 2028 Guidance Is a Big Deal for AVGO Stock Bulls

Broadcom’s bold $230 billion 2028 AI revenue target is giving AVGO bulls a powerful new reason to stay bullish even as the stock faces near-term pressure.

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How to Play MRVL Stock Now as Marvell Technology Expands Its Relationship With Google

Google has expanded its partnership with Marvell. Here’s how to play MRVL stock here.

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KeyBanc Just Upgraded Its Price Target on Zscaler Stock. Here's Why.

KeyBanc says Zscaler stock is not out of juice just yet. Here’s why its analyst recommends buying ZS shares heading into the Q4 earnings on Sept. 3.

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How Micron Stock Could Reach a $3 Trillion Market Cap by 2030

New Street Research believes Micron could surpass a two-decades long stretch of 10% gains, finally reaching a $3 trillion market cap by 2030.

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Why Investors Should Consider Buying Apple Stock Ahead of Its September iPhone Event

Apple is heading into September with KeyBanc’s latest survey showing spending picking up ahead of its biggest product launch.

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2 Analysts Just Upped Their Price Targets on Fastly Stock. Here's Why.

Fastly stock sinks despite market-beating Q2 earnings and upbeat future guidance. Evercore ISI and KeyBanc analysts recommend buying the dip in FSLY shares today.

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Marvell Stock Has Been Cut in Half. Its Biggest Fear May No Longer Be Valid.

Marvell’s recent selloff has been driven more by valuation than fundamentals, while one of its biggest long-standing risks appears to be fading.

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Apple Could Swing $170 Billion In Value After Earnings

Earnings are back in the driver’s seat on Thursday, with a Benzinga-selected slate that ranges from regulated utilities to mega-cap tech and payments. With guidance and segment commentary often moving stocks as much as the headline numbers, the options market offers a real-time read on how much volatility traders are…

Benzinga

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.

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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.

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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.

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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.

Benzinga

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.

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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.

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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.

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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.

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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.

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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?

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Dear Circle Stock Fans, Mark Your Calendars for July 4

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

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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.

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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.

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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.

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