JPMorgan

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...

Meetings with the top management of Group 1 Automotive Inc (NYSE:GPI) and Penske Automotive Group Inc (NYSE:PAG) highlighted industry trends in tariff responses by OEMs (original equipment manufacturers), new and used vehicle sales, as well as P&S (parts and service) trends, according to...

Commercial Metals Co (NYSE:CMC) reported its fiscal third quarter adjusted EBITDA short of expectations but guided to improved earnings across segments, according to JPMorgan. The Commercial Metals Analyst: Analyst Bill Peterson reiterated a Neutral rating with a price target of $52. The Commercial...

JPMorgan analyst Michael W. Mueller announced several ratings changes during the firm’s quarterly CRE update webinar. The analyst upgraded Ventas Inc. (NYSE:VTR) from Neutral to Overweight and raised the firm’s December 2025 price target to $72 from $70. Mueller cited robust internal...

JPMorgan analyst Ella Smith initiated coverage on Q2 Holdings (NYSE:QTWO) and nCino (NASDAQ:NCNO) and assumed lead analyst coverage of Alkami Technology (NASDAQ:ALKT) on Wednesday. Smith’s investment preferences have Alkami Technology as Overweight, Q2 Holdings as Overweight and nCino as...

Shares of Marvell Technology Inc. (NASDAQ:MRVL) rallied in early trading on Wednesday, after the company hosted its Custom AI Investor Event on Tuesday. Needham analyst Quinn Bolton maintained a Buy rating and price target of $85. JPMorgan analyst Harlan Sur reiterated an Overweight rating and...

The CEO of JPMorgan Chase & Co., Jamie Dimon, has criticized the United States’ immigration policies and outdated defense tech, warning of potential economic vulnerabilities. What Happened: Dimon, at the Data + AI Summit 2025 in San Francisco last week, expressed his concern about...

Arista Networks Inc (NYSE:ANET) Monday announced the appointment of Todd Nightingale as president and chief operating officer, effective on or about July 1, 2025, according to JPMorgan. The Arista Networks Analyst: Analyst Samik Chatterjee maintained an Overweight rating on the stock. The Arista...

Snowflake Inc (NYSE:SNOW) has entered into a strategic partnership with Interpublic Group of Companies, Inc's (NYSE:IPG) Acxiom business to build and deliver an AI-powered marketing data infrastructure. Unique interactions through one-on-one conversations during Snowflake's annual conference...

Luxury accessories giant Tapestry Inc (NYSE:TPR) is getting a clear growth split between its key brands, according to JPMorgan analyst Matthew R. Boss. The spotlight firmly shines on Coach, which is staging a notable comeback with a projected 32% upside for the overall company stock by year-end,...

With industry sales decelerating at a faster pace than expected in May, CarMax Inc.'s (NYSE:KMX) earnings estimate for the fiscal first quarter has been cut from $1.45 per share to $1.25 per share, though this is still higher than the consensus of $1.20, according to JPMorgan. The CarMax Analyst:...

Eli Lilly & Co. (NYSE:LLY) may be down over 8% in the past month and nearly 5% over the past five days, but JPMorgan analyst Chris Schott isn't backing off. In fact, he's doubling down. Zepbound's Momentum Keeps Eli Lilly In The Lead With Zepbound continuing to dominate the GLP-1 obesity...

NVIDIA Corporation (NASDAQ:NVDA) showed off its AI market leadership and growing opportunities for sovereign AI at GTC Paris, an analyst said in a new investor note. The NVDA Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on Nvidia with a $170 price target. The Analyst...

Technology giant Oracle Corporation (NYSE:ORCL) could highlight its AI-powered growth and provide an update on spending when the company reports fourth-quarter financial results Wednesday after market close. Here are the analyst estimates, what experts are saying ahead of the report and key items...

E-commerce pet care giant Chewy Inc. (NYSE:CHWY) could show continued diversification into high-gross margin segments when it reports first-quarter financial results Wednesday before the market opens. Here are the analyst estimates, analyst commentary ahead of the report and key items to watch....