BofA Securities

Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...

BofA Securities analyst Michael McGovern on Thursday reiterated a Buy rating on the shares of Carvana Co (NYSE:CVNA) and raised the price forecast from $290 to $295. Carvana delivered a strong beat-and-raise quarter, highlighted by 46% year-over-year growth in unit sales. The company posted revenue...

Uber Technologies Inc (NYSE:UBER) reported its first-quarter results on Wednesday. Here are some key analyst takeaways. BofA Securities On Uber Technologies Analyst Justin Post maintained a Buy rating, lifting the price target from $96 to $97. Uber reported a broadly in-line quarter, with bookings...

Arm Holdings PLC (NASDAQ:ARM) shares tanked in early trading on Thursday, after the company on Wednesday reported its fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Arm Holdings Analyst John Vinh...

Advanced Micro Devices, Inc. (NASDAQ:AMD) reported better-than-expected quarterly results on Tuesday in what CEO Lisa Su called "an outstanding start to 2025." Analysts are weighing in on the report.  Key Takeaways: Benchmark analyst Cody Acree emphasized AMD's market share gains as one of the...

Over the past three weeks, shares of Progressive Corp (NYSE:PGR) have declined by 8%, underperforming the S&P 500 by more than 1,000 basis points, according to BofA Securities. The Progressive Analyst: Analyst Joshua Shanker upgraded the rating from Neutral to Buy, while raising the price...

Shares of PepsiCo Inc. (NASDAQ:PEP) tanked after the company reported a sales decline for the first quarter on Thursday. BofA Securities On PepsiCo Analyst Bryan Spillane maintained a Neutral rating while reducing the price target from $155 to $150. PepsiCo reported its quarterly results broadly in...

Intel Corp (NASDAQ:INTC) shares dropped sharply after the company announced on Thursday disappointing second-quarter guidance. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Intel Analyst Kevin Cassidy maintained a Sell rating,...

IBM (NYSE:IBM) shares tanked despite the company Wednesday reporting upbeat first-quarter earnings. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On IBM Analyst Wamsi Mohan maintained a Buy rating and price target of $270....

GE Vernova Inc. (NYSE:GEV) is scheduled to release its first quarter 2025 financial results on April 23, 2025. As per data from Benzinga Pro, analysts expect adjusted earnings per share of 42 cents with sales of $7.54 billion. BofA Securities analyst Andrew Obin writes, “We expect GE Vernova...

BofA Securities analyst Sara Senatore provides an analysis for restaurant sector performance in the first quarter. Restaurant demand showed mixed results due to weather and a calendar shift, said the analyst. Black Box industry data revealed a deceleration in same-store sales growth (SSSG) across...

BofA Securities analyst Omar Dessouky shared views on Roblox Corporation (NYSE:RBLX) ahead of its first quarter FY25 earnings release on May 1. The analyst maintained a Buy rating on the company with a price forecast of $79. The analyst anticipates the company to gain market share in the video game...

Last week, U.S. President Donald Trump disclosed plans for a “major tariff” on foreign pharmaceuticals. BofA Securities analyst said if the Trump administration plans to impose tariffs on the pharmaceutical industry, it would likely do so through a “Section 232...

ASML Holding NV (NASDAQ:ASML) Wednesday reported first-quarter bookings short of consensus and announced second-quarter sales below expectations. The ASML Holding Analyst: Bank of America Securities analyst Didier Scemama maintained a Buy rating and price target of €859 ($977.28). The ASML Holding...

PayPal Holdings Inc's (NASDAQ:PYPL) first-quarter results are "unlikely to be positive catalyst, according to BofA Securities.   The PayPal Holdings Analyst: Analyst Jason Kupferberg reiterated a Buy rating, while cutting the price target from $103 to $93. The PayPal Holdings Thesis: While the...