Reiteration

Shares of Nike Inc (NYSE:NKE) tanked in early trading on Wednesday, despite the company reporting upbeat fiscal third-quarter results on Tuesday. Here are the key analyst insights: BTIG analyst Robert Drbul maintained a Buy rating, while reducing the price target from $90 to $75. Telsey Advisory...

Marvell Technology Inc (NASDAQ:MRVL) has reached a $2 billion deal to significantly expand its technology partnership with Nvidia Corp (NASDAQ:NVDA). The Marvell Technology Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on the stock. The Marvell Technology Thesis: While the...

While Rezolve AI PLC (NASDAQ:RZLV) reported its 2025 revenues in line with expectations, its guidance suggests over 7x revenue growth in 2026, according to HC Wainwright analyst Scott Buck. The Rezolve AI Analyst: Buck reiterated a Buy rating, while keeping the price target at $12. The Rezolve AI...

While Docusign Inc (NASDAQ:DOCU) seems to have the right strategy to generate double-digit growth in the long term, fiscal 2027 is likely to be "a transition year" for the company, according to BofA Securities. The Docusign Analyst: Analyst Matt Bullock reinstated coverage with an Underperform...

HubSpot Inc (NYSE:HUBS) seems well-positioned to reaccelerate growth to 20% in the back half of 2026, according to BofA Securities analyst Matt Bullock. The HubSpot Analyst: Bullock reinstated coverage of the cloud-based customer relationship management (CRM) platform with a Buy rating and price...

USA Rare Earth Inc (NASDAQ:USAR) reported fourth-quarter revenue ahead of expectations. Still, there is a downside to profitability, according to Canaccord Genuity analyst George Gianarikas. The USA Rare Earth Analyst: Gianarikas maintained a Buy rating, and lowered the price target from $33 to $29...

Bank of America Securities (BofA) sees Carnival Corporation & plc (NYSE:CCL) as well-positioned for long-term upside after a strong first-quarter performance, despite near-term volatility from fuel and macro factors. Strong Quarter and Strategic Progress BofA analyst Andrew G. Didora remains...

Biopharma firm DBV Technologies SA's (NASDAQ:DBVT) submission of BLA (biologics license application to the US FDA) for its VIASKIN peanut patch in children remains on track for the first half of this year, according to Guggenheim Securities. The DBV Technologies Analyst: Analyst Yatin Suneja...

Snowflake Inc (NYSE:SNOW) is drawing continued bullish sentiment from analysts, who see strong growth potential driven by its core business and expanding AI capabilities. • Snowflake stock is building positive momentum. What’s driving SNOW shares up? Core Growth and AI Products Drive...

Shares of Chewy Inc (NYSE:CHWY) rose in early trading on Thursday after the company reported upbeat fourth-quarter (Q4) results. Here are the key analyst insights: Guggenheim Securities analyst Steven Forbes reiterated a Buy rating and price target of $45. Needham analyst Bernie McTernan...

Amazon.com Inc (NASDAQ:AMZN) is seeing strong cloud-driven momentum even as near-term cost pressures persist, according to JPMorgan. • Amazon.com stock is gaining positive traction. What’s driving AMZN shares up? AWS Growth and AI Demand Drive Outlook Analyst Doug Anmuth...

Estée Lauder Companies Inc. (NYSE:EL) has officially confirmed it is in discussions for a potential merger with Spanish beauty giant Puig Brands, S.A. (OTC:PUIGF). While no final decision or agreement has been reached, the news has sent ripples through the retail sector. BofA Securities has...

Dollar General Corp (NYSE:DG) appears to have several catalysts supporting its gross margin and revenue momentum, according to BofA Securities analyst Robert Ohmes. The Dollar General Analyst: Ohmes maintained a Buy rating and price target of $175. The Dollar General Thesis: The company's new store...

Nike Inc (NYSE:NKE) is scheduled to report its earnings for the third quarter of fiscal 2026 on March 31. The company is likely to report a 200-basis-point (bps) contraction in gross margins and announce its fourth-quarter guidance, while delaying its fiscal 2027 outlook until June, according to...

Arm Holdings PLC (NASDAQ:ARM) announced its first in-house full merchant silicon, the AGI CPU, which expands its total addressable market (TAM) by around 40x from fiscal 2026 to 2031, according to BofA Securities. The Arm Holdings Analyst: Analyst Vivek Arya maintained a Neutral rating, while...