BofA Securities

Shares of Home Depot Inc (NYSE:HD) tanked on Wednesday, despite the company’s solid fourth-quarter report. Here are the key analyst insights: Guggenheim Securities analyst Steven Forbes reaffirmed a Buy rating, raising the price target from $400 to $425. DA Davidson analyst Michael Baker...

BofA Securities analyst Justin Post reiterated a Buy rating on Amazon.com Inc (NASDAQ:AMZN) and kept his $275 price target, arguing that Amazon Web Services‘ aggressive capacity expansion could drive upside despite near-term concerns around AI spending. • Amazon.com stock is holding...

DraftKings Inc. (NASDAQ:DKNG) shares are trading lower on Monday. The company is hosting its next Investor Day on March 2. • DraftKings shares are experiencing downward pressure. What’s pulling DKNG shares down? BofA Securities analyst Shaun C. Kelley expects management to highlight...

Wall Street sentiment toward General Mills Inc. (NYSE:GIS) is becoming cautious. A leading analyst has downgraded the stock, reduced his price target and extended the expected recovery timeline. Several others share this outlook. • What are GIS shares doing today? Below is an overview of...

Albemarle Corp's (NYSE:ALB) stock has declined by around 14% from its peak, presenting "an attractive entry point for a company that has executed through the downturn and is positioning for recovery," according to Bank of America Securities. The Albemarle Analyst: Analyst Rock Hoffman upgraded the...

Shares of Applovin Corp (NASDAQ:APP) nosedived in early trading on Thursday, after the company reported its fourth-quarter results. Here are the key analyst insights: Wedbush analyst Alicia Reese maintained an Outperform rating, while raising the price target from $465 to $640. BTIG analyst Clark...

Coca-Cola Company (NYSE:KO) shares moved higher on Wednesday after the beverage giant topped profit expectations and reiterated its confidence in steady growth ahead. Investors also took comfort in supportive analyst commentary that highlighted improving volume trends and margin expansion. •...

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in early trading on Wednesday, even after the company Tuesday reported record fourth-quarter revenues. Here are the key analyst insights: Scotiabank analyst Patrick Colville maintained a Sector Outperform rating, while reducing the price...

Novo Nordisk A/S (NYSE:NVO) said on Monday it has filed a lawsuit against telehealth company Hims & Hers Health Inc. (NYSE:HIMS) for infringing U.S. Patent 8,129,343 with compounded semaglutide products for the U.S. market. • Hims & Hers Health stock is at significant support. What...

Evercore Inc (NYSE:EVR) is the "best pure-play among boutique investment banks" that are poised to benefit from accelerating M&A activity, according to BofA Securities. The Evercore Analyst: Analyst Ebrahim Poonawala initiated coverage with a Buy rating and price target of $435. The Evercore...

Lazard Inc's (NYSE:LAZ) recent initiatives appear close to "hitting an inflection" and provide "reasons to add exposure to the stock," according to BofA Securities. The Lazard Analyst: Analyst Ebrahim Poonawala initiated coverage with a Buy rating and price target of $65. The Lazard Thesis: The...

Piper Sandler Companies (NYSE:PIPR) is poised to benefit from accelerating M&A activity, especially in the U.S. banking sector, but has limited potential for outsized earnings growth, analysts say. The Piper Sandler Companies Analyst: BofA Securities analyst Ebrahim Poonawala initiated coverage...

BofA Securities analyst Vivek Arya said the U.S. semiconductor sector is moving into a more balanced phase, with supply and demand largely aligned and earnings expectations reset, setting up modest upside rather than a sharp rebound in 2026. • ADU stock is holding steady today. Where is ADU...

Google parent Alphabet Inc (NASDAQ:GOOG) has bagged deals with both Apple Inc (NASDAQ:AAPL) and Walmart Inc (NASDAQ:WMT), which represent "a solid Gemini endorsement," according to BofA Securities. The Alphabet Analyst: Analyst Justin Post maintained a Buy rating, while raising the price target...

GE Vernova Inc. (NYSE:GEV) is scheduled to report its fourth-quarter results on Jan. 28. The company is likely to report its quarterly adjusted EBIDTA "well ahead of consensus," according to BofA Securities. The GE Vernova Analyst: Analyst Andrew Obin maintained a Buy rating and price target of $...