Analysts

Analysts Wolfe Research recommend buying Meta Platforms (META) stock as AI subscription services launch

05/30/2026, 05:32 AM economy recommendation Analysts: analysts, Wolfe Research ai internet Meta Platforms

Meta is exploring new revenue streams through AI-driven subscription services, a significant shift from its traditional reliance on advertising, which could impact its future growth and market position.

Analysts Morningstar and Quilter Cheviot predict consolidation in European defense stocks amid changing geopolitical dynamics

05/29/2026, 11:31 PM review Analysts: analysts, Morningstar defense finance

European defense stocks, which saw significant growth in 2025 due to increased military spending, are now experiencing a slowdown as investors shift focus to company fundamentals and earnings performance.

Analysts Argus Research raised Snowflake (SNOW) target price to $300 on strong AI-driven performance

05/29/2026, 02:32 PM economy rating_growth Analysts: analysts software ai Snowflake

Recent strong earnings from Snowflake and Okta have alleviated fears surrounding the software sector, leading to significant gains in software stocks and marking the best monthly performance for the iShares Expanded Tech-Software ETF since 2001.

Analysts Piper Sandler emphasize the importance of following market momentum as Dell Technologies (DELL) reports strong earnings driven by AI spending

05/29/2026, 12:34 PM economy review Analysts: analysts, Piper Sandler ai technology Dell Technologies

Piper Sandler's strategists emphasize the importance of following market momentum, particularly in light of Dell Technologies' strong earnings driven by AI spending, suggesting that the current bullish trend is supported by fundamentals rather than speculation.

Average U.S. Household Faces $450 Increase in Energy Costs Amid Ongoing Iran War

05/29/2026, 12:34 PM economy forecast Analysts: Goldman Sachs energy

The ongoing conflict in Iran has led to an average increase of nearly $450 per U.S. household in energy costs, significantly impacting consumer spending and the broader economy. This situation raises concerns about the financial strain on households, particularly lower-income groups, as they face rising prices and stagnant income growth.

Analysts Morgan Stanley identify 'dividend hopefuls' poised for strong performance with potential payouts

05/29/2026, 12:34 PM investing research Analysts: analysts, Morgan Stanley healthcare consumer Deckers Outdoor Duolingo Centene

Morgan Stanley identifies several companies that could significantly enhance investor returns by initiating dividend payments, highlighting their potential for outsized performance in the market.

Analysts Bank of America and JPMorgan raise Dell Technologies (DELL) target price to $500 on strong AI server sales

05/29/2026, 09:32 AM investing rating_growth Analysts: analysts, Bank of America, JPMorgan ai software Dell Technologies

Dell Technologies reported record fiscal first-quarter results, driven by a significant surge in its AI-linked server business, prompting analysts to raise their price targets and outlook for the company.

SentinelOne (S) Stock Drops 12% Following Workforce Reductions to Enhance AI Investments

05/29/2026, 08:32 AM economy stock_drop ai software SentinelOne

SentinelOne's decision to lay off 8% of its workforce, aimed at enhancing its focus on artificial intelligence, resulted in a 12% drop in its stock price, reflecting investor concerns over the company's future performance amid broader industry layoffs.

Costco (COST) Shares Decline Despite Strong Earnings; Analysts Anticipate Special Dividend Announcement

05/29/2026, 08:32 AM investing forecast Analysts: analysts, Bank of America, Bernstein retail Costco Wholesale

Costco's fiscal third-quarter results exceeded revenue expectations, but the stock fell about 3% as investors await a potential special dividend announcement that could boost shares in the coming months.

Dell Technologies (DELL) shares surge 32% following record AI server revenue growth

05/29/2026, 07:33 AM economy stock_growth ai hardware Dell Technologies

Dell Technologies experienced a remarkable 32% surge in its stock price following a strong earnings report, driven by unprecedented demand for AI-related server products. This growth highlights the company's significant position in the rapidly expanding AI market.