Street Notes
MongoDB Stock Tumbles 21%. Why Analysts Still Say Buy.
MongoDB stock was on pace for its largest percentage decrease since March 6, 2025.
2 minute read
Honeywell Stock Is Gaining Momentum. It’s Finally Time to Buy, Analyst Says.
Wolfe Research analyst Nigel Coe upgrades Honeywell shares to Buy from Hold. His price target is $293.
2 minute read
Duolingo Stock Plummets 20%. Why a Strategy Shake-Up Is Spooking Wall Street.
The education technology company said it would sacrifice near-term revenue growth to focus on boosting its user base.
3 minute read
Stocks Are Set for a February Slide. Can the Magnificent 7 Spark a March Rebound?
The market’s biggest stocks need to come alive if benchmarks are to book a solid first-quarter gain.
3 minute read
Nvidia’s Market Cap Posts Biggest Drop Since March 2025—Despite Blowout Earnings
The chip maker was getting a ton of praise, but shares failed to catch fire.
2 minute read
Caterpillar Stock Is Rolling. It Just Got Another Price Target Hike.
Wells Fargo analyst Jerry Revich increased his price to $870 a share from $756.
2 minute read
Tesla Is Up. But an Analyst Calls the AI Robot Opportunity a ‘Delusion.’
Everyone agrees that robots are big for Tesla stock. Not everyone agrees on how successful the EV maker’s pivot into “physical AI” applications will be.
2 minute read
GoDaddy Is the S&P 500’s Worst Performer After Earnings
GoDaddy shares have slumped in 2026, and analysts have questions regarding the company’s new go-to-market strategy.
2 minute read
Buy Oracle Stock, Analyst Says. Here’s Why.
Oppenheimer & Co upgrades Oracle stock to Outperform and issues a $185 price target in a research note Wednesday.
3 minute read
IBM Stock Got Crushed by AI Worries. Analysts See Reasons for Hope.
IBM stock suffered its worst single-day percent decrease since 2000 after Anthropic touted new capabilities of its Claude Code tool.
3 minute read
Netflix’s Warner Deal May Be Dead. Why the Streamer Should Make a ‘Graceful Exit.’
The most likely outcome is that Netflix will walk away from the bidding war. That’s good news for its shareholders.
2 minute read
Buy This New Space Stock, Wall Street Says
Several analysts recently launched coverage of satellite maker York Space Systems. On balance, the stock is a buy for Wall Street.
2 minute read
Vertical Aerospace Stock Slumps After Cut to Sell. What to Buy Instead.
Monday, Raymond James analyst Savanthi Syth downgraded Vertical Aerospace to Sell from Hold.
2 minute read
AI Is Repricing the Future. Tech Valuations May Not Be Done Falling.
Rapid advances in artificial intelligence are forcing investors to rethink earnings forecasts, pricing power, and the long-term outlook for U.S. tech.
2 minute read
Amazon Stock Snapped Its Worst Losing Streak Since 2006. It Could Be Time to Buy.
Amazon plans to invest about $200 billion in capital expenditures in 2026, a big jump from last year.
3 minute read
Palantir Stock Upgraded to Buy. AI Heavyweight Is ‘In a Category of One.’
Mizuho raises its rating on the stock to Overweight from Neutral with a $195 price target.
2 minute read
Warner Bros. Investors Want a Netflix, Paramount Bidding War. Why They May Not Get It.
Paramount said it was prepared to engage in discussions, but stopped short of mentioning a $31 a share bid.
3 minute read
Lithium Is Back. Albemarle Stock Rises on Another Upgrade.
BofA upgraded shares of the miner to Buy from Hold and raised its target for the price to $190 from $167.
2 minute read
Wall Street Loves This Crypto IPO. Bitcoin's Slide Isn't a Problem, Analysts Say.
BitGo has plunged since its January IPO. But analysts remain bullish on the crypto wallet firm.
3 minute read
Southwest Airlines Is Making Much-Needed Changes. Buy the Stock, This Firm Says.
UBS upgraded the stock to Buy from Neutral and raised its target for the price to $73 from $51.
3 minute read
The AI Selloff Has Covid Parallels, Say Analysts. These Sectors Can Survive.
It’s not just U.S. investors getting jittery about the impact of artificial intelligence on stocks.
1 minute read
Pinterest’s Earnings Give More Proof of Meta Platform’s Dominance
Revenue was pressured by advertising headwinds, management said.
3 minute read
Stock Market Reels From ‘Sell First, Ask AI Questions Later’ Tech Slump
Investors fear disruptions from artificial intelligence, and big capex. That’s not a recipe for near-term gains.
3 minute read
The S&P 500 Can't Break 7000. Here's What Is Holding It Back.
The S&P 500 first tested 7000 back in late October.
4 minute read
Amazon.com Stock Is Falling Again. This Is Its Worst Run Since 2022.
The technology and retail giant is set to lose around $400 billion in market capitalization over the last seven sessions.
2 minute read
