Street Notes


Alphabet Stock Can Rise Another 25%. It’s ‘Winning Everywhere.’

Pivotal Research analyst Jeff Wlodarczak raised his price target for Alphabet stock to a Street-high $400 from a prior $350 a share. He kept his Buy rating on Alphabet.

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Parsons Won’t Be Fixing the Air-Traffic Control Mess. Its Stock Is Tumbling.

Parsons didn’t win a key air-traffic control upgrade project.

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Strategy Stock Price Target Slashed Nearly 60%. Why Analyst Still Rates It a Buy.

Cantor Fitzgerald reiterates an Overweight rating for Strategy stock but cuts its price target by 59%.

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Why Snowflake’s Earnings Beat Caused the Stock to Tumble

Snowflake third-quarter earnings and revenue topped Wall Street estimates.

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Aerospace Start-Up Beta Posts Its First Earnings Report. The Stock Rises.

Beta Technologies announced a third-quarter operating loss of $81 million from sales of $8.9 million. Wall Street was looking for an $90 million loss from sales of $6.8 million

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Tesla Stock Rises. Why the Stock Keeps Ignoring Weak EV Sales.

Wall Street has started to value Tesla’s nascent robot business. Some of the numbers are wild.

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Buy Visa and Toast, Avoid PayPal, These Analysts Say. How to Play Payments Stocks in 2026.

J.P. Morgan upgrades Toast stock and downgrades PayPal and Fiserv heading into 2026.

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Pure Storage Stock Slid 27% on Earnings. Why Analysts Say It’s No Big Deal.

The data storage company beats revenue expectations but the stock is falling sharply.

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Oracle Stock Is Under Pressure. How It Could Catch Up to Microsoft and Amazon.

Wells Fargo analyst Michael Turrin initiates coverage on the stock at Overweight with a $280 price target.

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GitLab Stock Sinks After Earnings Beat. What’s Driving Shares Lower.

The software company says it continues to see weakness in its public sector segment.

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MongoDB Stock Soars to 52-Week High After Earnings—and AI Isn’t Even Helping Yet

Analysts raised their price targets after the company raised its full-year earnings guidance by more than $1 a share.

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Hard-Drive Makers Are the Real AI Winners. Expect More Gains, Citi Says.

Citi lifts its price targets for Western Digital and Seagate Technology stocks, citing sustained demand.

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Joby Stock Drops. Why Goldman Sachs Says Sell.

A key reason for Goldman’s rating is the aircraft maker’s high valuation, given the uncertainty of the industry. But investors see potential.

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The Best Dividend Stocks for 2026: Strategist

Wolfe Research screened for companies with high dividend growth and high free-cash-flow yield. Here’s what they found.

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DraftKings Stock Has Gotten Whacked. Why JPMorgan Says It Can Mount a Comeback.

Kalshi and Polymarket may not be a threat for much longer, as the gambling company gears up to launch its own prediction market.

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Don’t Expect Salesforce’s Earnings to Dispel Fear That AI Could Hurt It

The stock has been punished by investors this year

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Workday Beat Earnings Estimates. The Stock Is Down 10% Anyway.

Workday stock falls after the company breezes past earnings and revenue estimates.

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Tesla Stock Could Hit $525, Analyst Says. Legacy Car Makers Can’t Think Like Startups.

Car markers are struggling with what self-driving technology means for their business models.

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Applied Materials Stock Rises on Upgrade. This ‘Spending Surge’ Makes It a Buy.

UBS upgrades the semiconductor equipment stock to Buy from Neutral.

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Alphabet Could Hit a $4 Trillion Valuation Today as Gemini Success Scrambles AI Trade

Shares of the Google parent rose to a record high valuation of $3.84 trillion on Monday and extended their advance this year to around 68%.

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QuantumScape Catches a Downgrade. The Stock Rose.

Evercore ISI cut its rating on the pioneer in solid-state lithium-ion batteries to Hold from Buy.

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Carvana Stock Is Rising. Ignore the Struggling Car Market, Say Analysts.

Analysts at Wedbush Securities upgrade Carvana stock to Outperform from Neutral in a research note Monday.

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Inspire Medical Stock Is Down 38% This Year. Why It’s Surging Today.

The maker of an implant to treat sleep apnea receives an upgrade to Buy from Hold at Stifel.

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Buy Micron and This Other Chip Stock. There Are ‘Intensifying Shortages.’

Morgan Stanley analyst Joseph Moore says reports that supplies of memory are tightening point to “very strong earnings.”

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