BofA Securities

Shares of Walmart Inc (NYSE:WMT) tanked in early trading on Friday, even after the company reported upbeat fiscal fourth-quarter results. Here are some key analyst takeaways. KeyBanc Capital Markets analyst Bradley Thomas reiterated an Overweight rating, while lifting the price target from $100 to...

Shares of AppLovin Corp (NASDAQ:APP) were climbing in early trading on Thursday, after the company reported upbeat fourth-quarter results. The company reported its quarterly results amid an positive earnings season. Here are some key analyst takeaways. BofA Securities On AppLovin Analyst Omar...

Shares of Walt Disney Co (NYSE:DIS) remained volatile in early trading on Thursday, despite the company reporting upbeat quarterly results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Walt Disney Analyst Michael...

Uber Technologies Inc (NYSE:UBER) shares are up on Thursday, despite the company reporting an earnings miss for the fourth quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Uber Technologies Analyst Doug Anmuth...

Shares of Qualcomm Inc (NASDAQ:QCOM) were trading lower on Thursday, despite the company reporting record revenues for its fiscal first quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Qualcomm Analyst Samik...

Chipotle Mexican Grill, Inc. (NYSE:CMG) shares are down Wednesday, after the company announced a revenue miss in the fourth quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Stephens On Chipotle Mexican Grill Analyst Jim...

Shares of Palantir Technologies Inc (NASDAQ:PLTR) climbed in early trading on Tuesday, after the company reported strong fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Morgan Stanley On Palantir Technologies...

SJW Group (NASDAQ:SJW) improved its financial and regulatory execution, which provides "a clear and achievable growth story," according to BofA Securities. The SJW Group Analyst: Analyst Ross Fowler upgraded the rating for SJW Group from Neutral to Buy, while cutting the price target from $59 to $...

Energy and utility stocks have been in focus after last week's launch of China’s open-source AI model DeepSeek, which promises lower energy consumption than existing AI technologies.  Talen Energy Corp (NASDAQ:TLN) has several opportunities from datacenter growth and the contract from Amazon....

Comcast Corp (NASDAQ:CMCSA) shares were climbing in on Friday, after having tanked in the previous trading session following the release of the company's fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. BofA...

With Microsoft Corp's (NASDAQ:MSFT) Azure showing signs of slowing, Amazon.com Inc‘s (NASDAQ:AMZN) AWS could seize the moment as AI demand stays red-hot. Azure Stumbles, AWS Poised To Shine Microsoft's latest earnings report revealed a slight deceleration in Azure's cloud growth, with second-...

Boeing Company (NYSE:BA) shares are trading lower on Wednesday following the company's fourth-quarter earnings report, which showed a drop in performance. What To Know: Boeing reported an adjusted operating loss of $4.042 billion, a contrast to the $90 million in adjusted operating earnings from...

In the midst of AI’s rapid transformation, BofA Securities analyst Vivek Arya sees a significant opportunity for NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO) and Marvell Technology Inc (NASDAQ:MRVL). These companies are positioned at the heart of what Arya refers to as AI’s...

Shares of Starbucks Corp (NASDAQ:SBUX) were climbing in early trading on Wednesday after the Seattle-based company reported upbeat fiscal first-quarter earnings. Here are some key analyst takeaways. Goldman Sachs analyst Christine Cho maintained a Buy rating, while raising the price target from $...

IT hardware stocks have dropped following the DeepSeek news. Despite the plunge, BofA Securities analyst Wamsi Mohan likes stocks such as Corning Inc (NYSE:GLW), Hewlett Packard Enterprise Co (NYSE:HPE), Western Digital Corp (NASDAQ:WDC), Seagate Technology Holdings PLC (NASDAQ:STX), IBM (NYSE:IBM...