This Analyst Just Upgraded Procter & Gamble Stock. Here's Why. Evercore ISI issues a bullish research note on Procter & Gamble stock. Here’s why the firm sees PG shares rallying through the remainder of 2026. Barchart · Oct 7
Deutsche Bank Makes a Contrarian Call on Netflix—What Does It Mean for Investors? Deutsche Bank upgraded Netflix to Buy despite cutting its price target, while Evercore ISI raised its target and HSBC and Wells Fargo turned bearish ahead of earnings in three weeks. MarketBeat · Sep 30
SPCX Stock Alert: What to Know as SpaceX Launches Starship Test Flight SpaceX launches its high-stakes Starship Flight 14 orbital test mission. Evercore ISI says SPCX shares remain its top pick for the long term. Barchart · Sep 28
Ciena Fell 40%—Now One Analyst Sees 50% Upside Evercore ISI upgraded Ciena to Outperform with a $550 target, citing its role in AI data connectivity. The stock has rebounded 17% after strong revenue growth and a backlog nearing $10 billion. MarketBeat · Sep 23
Ahead of Palo Alto Networks Earnings, Here's What Barchart Data Says Comes Next for PANW Stock Palo Alto Networks is set to report its fiscal Q4 earnings on Sept. 1. Here’s how you should play PANW shares ahead of the quarterly release. Barchart · Sep 1
A $3.13 Billion Reason to Buy Zoom Communications Stock Now Zoom Communications is seeing its Anthropic stake gain significant value, reflecting strong gains from its AI investment. Barchart · Aug 30
US Treasury to double long-dated debt buybacks to battle surging yields The US Treasury will double its buyback operations for long-dated government debt. This move aims to provide liquidity and ease rising bond yields for investors. The increased buybacks will apply to securities maturing between ten and thirty years. This action follows a sharp bond selloff which pushed yields higher. The… The Economic Times · Aug 19
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. Barchart · Aug 6
Wall Street’s SpaceX Sale: Buy the Rockets, Get an AI Business for Free! Morgan Stanley believes SpaceX’s current share price values its space business alone, leaving its AI ambitions effectively free for investors. Barchart · Jul 28
Evercore’s Beat‑and‑Raise 4: Why Nvidia, Alphabet, Netflix and Booking May Finally Catch a Bid Evercore ISI’s latest "beaten‑down beat and raisers" call fits squarely into a broader thesis they’ve been building: earnings strength is still powerful enough to flatten the "wall of worry” and extend the bull market, even if leadership rotates. Benzinga · Jul 14
Analysts Turn Bearish on Adobe After Earnings. What’s Next for ADBE Stock. Adobe stock sinks as CFO Dan Durn announces a sudden departure. Wall Street analysts are downgrading ADBE shares today. Barchart · Jun 12
This Analyst Just Upgraded Devon Energy Stock. Here's Why. Evercore ISI sees upside in Devon stock to $54. Here’s what analyst Chris Baker believes will drive DVN shares higher as the year unfolds. Barchart · Jun 11
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. The Economic Times · Jun 6
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 MarketBeat · Jun 3
MarketBeat · Jun 3 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
Barchart · May 27 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.
Barchart · May 22 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.
Barchart · May 21 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.
MarketBeat · May 19 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.
Barchart · May 18 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.
Barchart · May 13 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.
Barchart · May 12 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.
Barchart · Apr 24 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.
Barchart · Apr 10 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.
Barchart · Mar 16 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.