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Wall Street lowers its price targets on IonQ $IONQ following its Q3 earnings, despite strong demand and raised revenue guidance: Jefferies: $80 → $65 (Buy) – Strong results signal quantum computing demand shifting toward commercial deployment, with profitability gaining relevance. Mizuho: $52 → $42 (Outperform) – Lowered its price target while maintaining a positive rating. Morgan Stanley: $43 → $40 (Equal Weight) – Revenue beat expectations, FY26 guidance increased, and Superion 256 sold out for 2027.

Oscar Health $OSCR price target lowered to $45 from $48 at Piper Sandler Piper Sandler lowered the firm's price target on Oscar Health to $45 from $48 and keeps an Overweight rating on the shares following the Q3 beat and raise. The firm notes the company clarified the 2027 outlook for total Individual ACA market wide enrollment. Piper pares back its membership estimates, which flow through to earnings.

Wall Street updates its price targets on Uber $UBER following its Q3 earnings, with analysts highlighting driver supply constraints and near-term margin pressure: UBS: $106 → $107 (Buy) – Mobility growth missed expectations due to driver shortages, but improving supply supports a recovery. KeyBanc: $105 → $95 (Overweight) – Diversification supports results, but driver supply investments may pressure margins. Wells Fargo: $92 → $87 (Overweight) – Supply investments should support Mobility growth and strengthen Uber’s competitive position. Barclays: $106 → $100 (Overweight) – Steady Q3 performance, but driver supply volatility weighed on growth. Bernstein: $95 → $90 (Outperform) – Mixed Q3 results, but solid EBITDA and EPS support the growth outlook. Canaccord: $72 → $70 (Hold) – Results met expectations, but Mobility and Delivery bookings growth slowed.

The election just split the AI trade. 📉 $CIFR $VST $CRWV $STRL are getting hit as investors reassess data-center risks, while $AMZN and $MSFT are rising. We break down the AI sectors under pressure and what Wall Street analysts are saying. 👇 youtu.be/BI2zfhUVAX4 #AIStocks #Investing

Wall Street updates its price targets on $AMD following its Q3 earnings, with strong data center growth and an upbeat 2027 outlook offsetting weakness in Client: UBS: $730 → $700 (Buy) – Strong server CPU demand and improving supply support growth above expectations. Stifel: $700 → $725 (Buy) – Raised its price target following Q3 results. BofA: $720 → $650 (Buy) – Raised earnings estimates for 2027-28, but lowered its target due to sector valuation compression. Piper Sandler: $600 → $650 (Overweight) – Revenue and EPS beat expectations, led by data center strength. Wells Fargo: $700 → $650 (Overweight) – Strong 2027 data center outlook and supply execution outweigh Client weakness.

Wall Street updates its price targets on Palantir $PLTR following strong Q3 earnings, with 96% revenue growth fueling optimism despite concerns over bookings and valuation: Truist: $223 → $250 (Buy) – AI monetization drives accelerating growth and expanding margins. Citi: $250 → $265 (Buy) – Exceptional revenue growth fueled by U.S. commercial and government demand. Piper Sandler: $231 → $235 (Overweight) – Strong enterprise AI demand, but slower bookings growth warrants monitoring. Morgan Stanley: $205 → $233 (Equal Weight) – Impressive revenue acceleration, but weaker bookings temper enthusiasm. Jefferies: $80 (Underperform) – Maintains target; tougher comparisons and elevated valuation raise concerns about sustaining growth. RBC Capital: $90 → $130 (Underperform) – Strong revenue growth, but flat backlog metrics and shorter contracts raise concerns.

Wall Street updates its price targets on Apple $AAPL following its fiscal Q4 earnings, with strong iPhone demand offset by margin pressure and slowing Services growth: Goldman Sachs: $390 → $380 (Buy) – Weaker iPad sales and margin outlook offset by optimism around the iPhone refresh cycle. TD Cowen: $400 → $390 (Buy) – Memory costs pressure margins, but iPhone growth and strong cash flow support earnings. Citi: $365 (Buy) – Maintains target; strong product demand offsets weaker Services growth and margins. Baird: $330 → $340 (Outperform) – Solid growth despite supply constraints and higher memory costs. Morgan Stanley: $355 → $350 (Overweight) – Strong product demand and pricing power, but weaker Services and margins weigh on estimates. JPMorgan: $360 → $355 (Overweight) – iPhone demand remains solid, but slowing Services growth raises longer-term concerns. UBS: $296 → $340 (Neutral) – Strong iPhone and Mac sales, but margin pressure and slowing Services growth threaten earnings. Barclays: $245 → $261 (Underweight) – Mac strength continues, but Services growth is decelerating.

🔼Barclays upgrades Bloom Energy $BE to Overweight on ramping demand Barclays upgraded Bloom Energy to Overweight from Equal Weight with a price target of $289, down from $316. The firm says Bloom's accelerating capacity build, rising customer deposits and new supply commitments indicate the company's demand is ramping faster than expected. Barclays says Bloom's demand trends are "getting harder to ignore."

🔼JPMorgan upgrades Cloudflare $NET to Overweight on valuation after selloff JPMorgan analyst Samik Chatterjee upgraded Cloudflare to Overweight from Neutral with an unchanged price target of $350. The firm cites valuation for the upgrade following the stock's 20% pullback over the past month. Cloudflare remains well positioned to benefit from the scaling of Act I and Act II with existing customers and the pace of wins for Workers amid traction from developers, the analyst tells investors in a research note. JPMorgan believes Cloudflare can accelerate revenue growth in the medium term to 35%-plus. According to TipRanks, JPMorgan has a 5-star analyst on Cloudflare

🔽Marvell $MRVL downgraded to Hold from Buy at TD Cowen TD Cowen analyst Sean O'Loughlin downgraded Marvell to Hold from Buy with a price target of $175, down from $350. The firm sees "material headwinds" for the stock following the company's acquisition of Lumentum. TD believes the deal is likely to be earnings dilutive in its initial year and has concerns on the cyclical timing of the deal. The strategic rationale "makes some sense, but we don't think the stock is likely to 'work' near- or medium-term," contends the firm.

Growth + Income? How does the $TDAQ ETF aim to balance both? @TappAlphaFunds CEO Si Katara joins TipRanks to break down the fund’s 0DTE options strategy, income distributions, potential risks, and more. 🎥 Watch the full interview: youtu.be/5MOiAKQ8N6Q #ETFs #Investing #StockMarket #Stocks #ETF

🔼Stephens upgrades Oracle $ORCL with funding questions resolved Stephens analyst Brett Huff upgraded Oracle to Overweight from Equal Weight with a price target of $213, up from $185. The firm says the company's investor day resolved its biggest questions, with Oracle pointing to lower cloud infrastructure funding and higher free cash flow. With the lower capital intensity guidance, the perceived riskiness of Oracle Cloud came out of stock and free cash flow estimates "went up dramatically," the analyst tells investors in a research note. Stephens feels "much better" now that Oracle's funding for cloud infrastructure is capped at $20B. According to TipRanks, Stephens has a 5-star analyst on Oracle.

🔼CrowdStrike $CRWD upgraded to Buy from Hold at Deutsche Bank Deutsche Bank analyst Brad Zelnick upgraded CrowdStrike to Buy from Hold with a price target of $300, up from $240. The market has still not appreciated the extent to which AI will expand the market for cybersecurity, the analyst tells investors in a research note. The firm says CrowdStrike is the leader in the space. It believes the company's $565B total addressable market estimate by 2034 will prove conservative given the "tsunami of cyber demand materializing as the AI frontier advances."

🔼Amazon $AMZN upgraded to Buy from Accumulate at Phillip Securities Phillip Securities upgraded Amazonto Buy from Accumulate with a price target of $330, up from $320, following the Q3 report. The firm says Amazon's "strong" demand visibility support its "aggressive" capital expenditures. Amazon is well positioned in AI by being model agnostic and leveraging its full-stack capabilities, including custom chips and partnerships with large language models, the analyst tells investors in a research note.

Wall Street updates its price targets on Amazon $AMZN following its Q3 earnings, with analysts highlighting strong long-term AWS growth despite rising AI spending and free cash flow pressure: UBS: $348 → $352 (Buy) – AWS growth outlook above 40% for 2027-28 supports confidence in long-term acceleration. BofA: $320 → $317 (Buy) – Strong AWS backlog and custom silicon demand reinforce Amazon’s AI positioning. MoffettNathanson: $315 → $357 (Buy) – Raised its price target following Q3 results. TD Cowen: $350 → $340 (Buy) – Revenue beat expectations; views the post-earnings selloff as overdone. Morgan Stanley: $350 → $335 (Overweight) – AWS expectations were too high, but long-term growth outlook remains strong. KeyBanc: $350 → $345 (Overweight) – AWS growth and retail opportunities support attractive earnings potential. Cantor Fitzgerald: $310 → $280 (Overweight) – Accelerating AWS growth, expanding margins, and stronger backlog support a bullish outlook. Wells Fargo: $329 → $326 (Overweight) – AWS capacity delays are temporary; sees growth potentially exceeding 50%. Mizuho: $330 → $335 (Outperform) – Strong long-term AWS outlook overshadowed by elevated spending and negative free cash flow. Baird: $310 → $300 (Outperform) – Mixed Q3 results, but recommends buying the pullback. Citizens: $315 → $275 (Outperform) – AWS growth and logistics advantages support long-term prospects despite rising capex. Oppenheimer: $320 → $285 (Outperform) – Strong AWS growth, but AI margins and heavy capex pressure free cash flow.

Wall Street updates its ratings and price targets on Intel $INTC following its Q3 earnings, with mixed reactions to weaker guidance: KGI Securities: Upgraded Neutral → Outperform ($95) – Upgraded its outlook on Intel. Roth Capital: Downgraded Buy → Neutral, PT $120 → $70 – Manufacturing constraints and weaker guidance limit data center upside. BofA: Downgraded Buy → Neutral, PT $145 → $100 – PC weakness and limited external foundry traction delay Intel’s turnaround. Jefferies: $120 → $85 (Hold) – PC inventory reductions and weaker client demand pressure revenue, margins, and earnings.

GE Vernova $GEV upgraded to Buy from Hold at HSBC HSBC upgraded GE Vernova to Buy from Hold with a price target of $1,100, up from $1,040. The firm says the breadth of gas demand supports resilience for GE Vernova in 2027, while pricing will drive margins higher. Higher priced gas and grid deliveries will lead to more earnings upgrades and GE Vernova's wind division "looks largely derisked," the analyst tells investors in a research note. HSBC believes wind is "past the worst."