Analysts

Goldman Sachs BNP Paribas Stellantis

Goldman Sachs Challenges Myths About European Equities Amidst Resilience in Stoxx 600 Index

European equities are showing unexpected resilience, with the Stoxx 600 index up 10% in 2026, challenging the perception that the continent's markets are underperforming compared to the U.S. and Asia. Goldman Sachs highlights that European banks have outperformed the so-called Magnificent 7 and that fears regarding Chinese competition may be overstated.
Nvidia Intel

Analysts expect upside for Intel (INTC) and Micron (MU) as AI investments gain momentum

Recent inflation reports and significant developments in the artificial intelligence sector have contributed to a strong performance on Wall Street, with the S&P 500 and Nasdaq achieving record highs. This trend is crucial for investors as it indicates a potentially favorable economic environment and growing confidence in AI investments.
MasTec Quanta Services Toast

Analysts Goldman Sachs recommend buying shares of Loar Holdings (LHX), Toast (TOST), MasTec (MTZ), and Quanta Services (PWR) following strong earnings reports

Goldman Sachs has identified several stocks as top investment opportunities following their recent earnings reports, highlighting strong growth potential and favorable market conditions for companies like Loar Holdings, Toast, MasTec, and Quanta Services.
Rivian

Analysts Piper Sandler upgraded Rivian Automotive (RIVN) stock, highlighting advancements in its Autonomy+ driving system

Rivian Automotive is making significant strides in its advanced driver-assistance system (ADAS), aiming to surpass Tesla's Full Self-Driving (FSD) capabilities while emphasizing safety. This development is crucial for investors as it positions Rivian competitively in the growing market for autonomous driving technologies.
Amazon Microsoft Alphabet

Analysts D.A. Davidson highlight cautious investor sentiment towards Big Tech’s capital expenditures amid mixed earnings reports

The recent earnings season highlighted the contrasting capital expenditure strategies of major tech companies, revealing investor concerns about the sustainability of AI-related spending. This dynamic could influence future market performance and investment strategies in the tech sector.
Sandisk

Analysts JPMorgan upgraded SanDisk (SNDK) to Overweight with a target price of $2,250, indicating a potential upside of 47%

Sandisk's stock surged nearly 35% this week following a significant upgrade from JPMorgan, which set a price target of $2,250, indicating a potential 47% upside. This shift reflects a strategic change in Sandisk's business model towards long-term agreements, enhancing revenue visibility and reducing cyclical risks in a rapidly expanding market for memory products.