UNCOVERED: Stifel - The Untold Story

Snowflake Stock Has Wall Street Raising Its Price Targets Again. Here’s Why.

Wall Street is becoming more bullish on Snowflake, but investors still need earnings growth to catch up with the stock's lofty valuation.

Barchart · 9h ago

3 Reasons Why You Should Still Buy AMD Stock at a $1 Trillion Valuation

AMD's 2027 data center growth, rising AI-driven CPU demand, and fast earnings growth make it worth owning even at $1 trillion.

Barchart · Oct 6

Microsoft's AI Spending Didn't Change—Wall Street's View of It Did

Microsoft shares rebounded more than 36% after Copilot seat growth and Azure revenue accelerated, prompting analyst upgrades from Stifel and Piper Sandler and a shift in investor sentiment on AI spending.

MarketBeat · Oct 1

A $266 Million Reason to Buy Rocket Lab Stock Here

Rocket Lab's expanding defense business is adding fresh momentum to its long-term investment story despite recent stock turbulence.

Barchart · Jul 23

SpaceX stock falls back to earth shortly after Wall Street analysts release florid targets: 'Paving the superhighway to the stars'

A wave of wildly bullish price targets from Wall Street's SpaceX underwriters arrived just before the stock fell—raising questions about how much analysts really know.

Fortune · Jul 18

Wall Street Is Suddenly Bullish on This Under-the-Radar Chip Stock

Baird recently started covering COHU stock with a positive rating and $65 price target, while Stifel raised its target the very next day. Both firms are betting on the same thing for Cohu.

Barchart · Jul 16

Investors Are Undervaluing Amazon Stock After the SpaceX IPO. Its Space Business Is Definitely Worth More Than $0.

Amazon's Leo satellite business has signed Apple, Delta, and JetBlue. AMZN stock is getting almost no credit for it.

Barchart · Jul 16

Pentair shares dip 17% on dour forecast amid weak pool sales

Pentair shares dropped sharply after the company cut its annual forecast, citing weak demand in its pool segment. High interest rates and inflation have pressured spending on outdoor projects, while distributors continue inventory cuts. The outlook signals a deeper slowdown in the pool equipment industry and broader demand concerns.

The Economic Times · Jul 15

Applied Materials: The Picks-and-Shovels Play in an AI Era Will Continue to Trend Higher

Stifel says Applied Materials will continue to take advantage of a lengthy demand cycle for AI.

Barchart · Jul 13

SpaceX and Amazon are tech doppelgangers worth $4.5 trillion—and they're headed for a collision

Elon Musk’s space-and-AI company lost $4.9 billion last year and trades at 97 times sales. Investors need a lot to go right.

Fortune · Jul 13