BofA Securities

Shares of Johnson & Johnson (NYSE:JNJ) are under pressure Thursday, despite a strong second-quarter earnings report. Here are some key analyst takeaways. BofA Securities analyst Tim Anderson reiterated a Neutral rating, while raising the price target from $161 to $175. Guggenheim Securities...

Shares of United Airlines Holdings Inc (NASDAQ:UAL) rallied in early trading on Thursday, after the company reported upbeat second-quarter earnings. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities analyst Andrew Didora reiterated a Buy...

BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects artificial intelligence to drive most of the revenue growth in the server market over the next six years....

BofA Securities analyst Justin Post maintained a Buy rating on Uber Technologies (NYSE:UBER) and increased the price target from $97 to $115 on Tuesday. Uber remains a top pick for 2025 for Post. The price boost reflects Meta Platforms Inc (NASDAQ:META), Amazon.com Inc (NASDAQ:AMZN), Netflix Inc (...

BofA Securities analyst Michael J. Funk reinstated coverage with a Buy rating on T-Mobile US Inc (NASDAQ:TMUS) and separate company notes. The telecom industry is often viewed as homogeneous. Still, Funk noted that AT&T (NYSE:T), rated as a Buy with a price target of $32; T-Mobile, rated...

BofAmerica Securities analyst Koji Ikeda maintained Datadog Inc (NASDAQ:DDOG) with a Buy and raised the price target from $150 to $175 on Monday. The S&P Dow Jones Indices announced on July 2, 2025, that software vendor Datadog was joining the S&P 500, effective July 9, 2025...

Bank of America Securities analyst Jessica Reif Ehrlich maintained a Buy rating on Warner Bros. Discovery (NASDAQ:WBD) with a price target of $16, up from $14 on Tuesday. Ehrlich anticipated that WBD’s second-quarter earnings would reflect a strong quarter at the box office, offset by...

Hewlett Packard Enterprise Co (NYSE:HPE) has reached a settlement with the Department of Justice around the acquisition of Juniper Networks Inc (NYSE:JNPR) and is likely to focus on getting "the deal done as quickly as possible," according to BofA Securities. The Hewlett Packard Enterprise Analyst...

Crocs Inc's (NASDAQ:CROX) management is likely focusing on keeping inventory clean against a softer wholesale backdrop, rather than trying to meet sales targets, in order to help protect margins, according to Bank of America Securities. The Crocs Analyst: Analyst Christopher Nardone maintained a...

Shares of Nike Inc. (NYSE:NKE) rallied during Friday’s trading session after the company reported upbeat fiscal fourth-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Nike Analyst Lorraine Hutchinson...

Shares of FedEx Corp (NYSE:FDX) were down Wednesday, despite the company reporting upbeat fiscal fourth-quarter results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On FedEx Analyst Ken Hoexter reiterated a Buy rating,...

Shares of KB Home (NYSE:KBH) traded higher on Tuesday after the company reported upbeat fiscal second-quarter revenues a day earlier. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On KB Home Analyst Rafe Jadrosich maintained a Buy...

BofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc (NASDAQ:AAPL) with a price target of $235 on Tuesday. The rerating reflected strong capital returns, AI leadership and optionality from new products or markets. Mohan said media articles indicated Apple’s plans to either...

BofA Securities analyst Andrew Obin hosted investor meetings at the Paris Air Show with Honeywell International (NASDAQ:HON), Eaton Corp (NYSE:ETN), Parker-Hannifin Corp (NYSE:PH), Ametek Inc (NYSE:AME), and ITT Inc (NYSE:ITT). All the companies the analyst met with were bullish on increased...

BofA Securities analyst Wamsi Mohan initiated coverage on SanDisk (NASDAQ:SNDK) with a Buy rating and a price target of $61 on Wednesday. Mohan noted that SanDisk is a leading developer and manufacturer of data storage devices based on NAND flash technology. The rerating reflected: •...