Street Notes


AppLovin Stock Is Climbing. The Ad Platform Won Some Big Clients, Analyst Says.

Needham & Company upgraded AppLovin stock to Buy from Hold and set a $700 price target in a research note Monday.

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AMD Gets a Price-Target Raise on Its Strong 2026 Prospects

Piper Sandler analyst Harsh Kumar raised his call on the stock price to $300 from $280 and reaffirmed an Overweight rating.

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Netflix Stock Is Living a Nightmare. Why It Just Got Upgraded.

Shares have taken a beating ever since the video streamer said it had agreed to buy Warner Bros.

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Cisco Stock Rises on Upgrade. It’s a Big-Cap Bargain, Analyst Says.

Evercore upgrades Cisco stock to Outperform from In Line and lifts its price target to $100 from $80.

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Bloom Energy, Lumentum, and Other Hot Stocks Set up for Earnings Beats

Trivariate Research says to focus on whether P/E ratios are rising or falling.

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Why Analysts Are Cutting Their Microsoft Stock Price Targets

Analysts at Cantor Fitzgerald and UBS expect the company to beat earnings estimates when it reports on Jan. 28.

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Spotify Stock Rises After Buy Upgrade. Why Goldman Is Singing Its Praises.

The music streamer looks attractive following a recent selloff, analyst Eric Sheridan said as he upgraded the stock to Buy.

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Moderna Stock Soars. This Has Sparked a Rally.

Wall Street is hopeful that a pipeline of cancer drugs can drive earnings growth as the respiratory vaccine business flounders.

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Micron Stock Gets a New Fan. The Memory-Chip Boom Can Last This Long.

Micron stock has surged on demand for memory chips for use in AI hardware and there's reason to believe it will last, William Blair analysts say.

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Arista Networks Is the S&P 500’s Top Stock Today. It’s Not Clear Why.

The networking company’s stock has become increasingly volatile over the last few months.

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Advanced Micro Devices’ Winning Streak Continues. How High Can the Chip Stock Go?

The chip maker extends its winning streak to eight days, its longest such run since 2020.

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Intel Stock Falls Back from 4-Year High Ahead of Earnings. What Has the Market Excited.

Intel stock has risen more than 40% this year so far in the run up to its earnings.

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Alphabet Stock Can Hit $400 a Share, This Firm Says. It’s All About AI.

Raymond James upgrades the Google parent to Strong Buy and lifts its price target to $400 in a research note Thursday.

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Netflix Earnings Were a Flop. Why the Warner Bros. Bidding War Is Spooking Wall Street.

All the noise suggests the video streamer’s shares will carry on struggling, because the takeover deal remains a source of uncertainty.

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Albemarle Stock Rises on Another Upgrade. Higher Lithium Prices Are Driving Shares.

Truist analyst Peter Osterland upgraded shares of the lithium miner to Buy from Hold. His price target went to $205 from $125. Higher lithium prices drove the change.

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Europe? Japan? Where Citi Thinks You Should Invest.

European stocks could turn into losers, depending on what ultimately happens in Greenland. Japanese stocks are drawing interest because of the country’s new prime minister.

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Oklo Stock Upgraded to Buy. Meta Nuclear Deal Is a ‘Meaningful Step Forward.’

Oklo’s agreement with Meta Platforms to power its data centers is “one of a few firm, binding partnerships today,” says BofA Securities.

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This Rare Earth Stock Caught an Upgrade. It’s Helping.

Jefferies analyst Christopher LaFemina upgraded Ramaco Resources shares to Buy from Hold. His price target went down $3 to $30, according to FactSet.

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Intel Can Claw Back Market Share, Analyst Says. The Stock Gets an Upgrade.

Intel’s Panther Lake processors, made using its new 18A manufacturing process, could be a winner, Seaport says.

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Wall Street Piles Into New Trade. Albemarle Stock Rises After Upgrade.

HSBC analyst Ishan Jain raised his call on the mining stock to Buy from Hold. His price target went to $200 from $117.

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Sandisk Stock Continues Meteoric Rise. It’s the Top Stock in the S&P 500 Today.

Analysts at Citi lift their price target for Sandisk stock to $490 from $280 in a research note.

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Apple Stock Has Upside Ahead of Earnings. IPhones Flew Off the Shelves, Analysts Say.

Analysts at Evercore and Citi think the company will outperform consensus estimates when it reports its results on Jan. 29.

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Seagate Stock Continues to Rally. The Stock’s Last Doubter Waved the White Flag.

Analysts at Susquehanna upgrade Seagate Technology stock to Neutral from Negative and boost their price target for Western Digital stock.

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HP Inc. Stock Will ‘Remain Pressured’ This Year. It Gets a Downgrade.

Barclays analyst Tim Long downgraded the shares to Underweight from Equal Weight.

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OpenAI Is Going on a Massive Spending Spree. These Stocks Stand to Benefit.

It isn’t just Oracle and Microsoft that will see a chunk of OpenAI’s massive spending.

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