Remove 2026 Remove Capital Remove Portfolio
article thumbnail

BMO Capital Markets upgrades Oracle to outperform following earnings blowout

CNBC: Investing

Oracle also believes that its year-over-year cloud growth could top 40%, and that its fiscal year 2026 total revenues will also exceed Wall Street expectations. The bank upgraded the cloud computing stock to an outperform rating from market perform.

article thumbnail

Bank of America says these five stocks have more room to run

CNBC: Investing

"Given the operational momentum in the business, strong combination of wireless and fiber assets and targeted return of capital over the next several years, we believe T should trade more closely to TMUS than VZ," he wrote, he wrote referring to T-Mobile and Verizon by their ticker symbols. Disney shares are up almost 8% this year.

Stock 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Goldman's advice on playing autonomous vehicles as catalysts approach this year

CNBC: Investing

Commercial operations may expand to seven cities by the end of 2026, up from four today, in San Francisco, Los Angeles, Phoenix and Austin, Texas. CEO Elon Musk told CNBC's David Faber in May that Tesla plans to start serving the Texas state capital with 10 vehicles, eventually expanding to thousands if the launch is successful.

Stock 126
article thumbnail

These stocks are set to move the most on earnings this week

CNBC: Investing

Last Friday, BMO Capital Markets upgraded shares of Chipotle Mexican Grill to an outperform rating from market perform. In May, Loop Capital upgraded shares of Charter Communications to a buy rating from hold. The deal is expected to close in 2026. The analyst accompanied the move by raising his price target to $40 from $28.

Stock 99
article thumbnail

Microsoft gets a price target increase from Wells Fargo ahead of earnings

CNBC: Investing

S & P 500, 3-month The analyst revealed that recent field work signals that demand for Microsoft's AI tools and solutions isn't slowing down, boosting his optimism for not just the upcoming quarter's results but also fiscal year 2026.

S&P 136
article thumbnail

Here are Thursday's biggest analyst calls: Nvidia, Tesla, Palantir, Broadcom, McDonald's, Micron, CoreWeave, Roku & more

CNBC: Investing

Although we see more downside than upside risks, we think 'stable' revenue through 2026 is the most likely outcome." "Gen AI tools and the scale to invest behind these tools could meaningfully reduce production costs for Netflix - content capital spending represents its single largest cost."

Stock 80
article thumbnail

The tech-heavy 'QQQ' is near a new record. Here are the stocks that analysts see taking it over the top

CNBC: Investing

Similarly, last month Citigroup named AppLovin one of its top picks , saying "the launch of APP's self-serve tools are apt to accelerate eCommerce revenues in 4Q25 and 2026," at the same time as "we sense that APP is not widely held by the majority of our clients as many investors view the firm as a 'black box.'"

Stock 75