BofA Securities

Apple Inc (NASDAQ:AAPL) seems poised to capture the "agentic smartphone opportunity," BofA Securities analyst Wamsi Mohan says. The Apple Analyst: Mohan reiterated a Buy rating and raised the price target from $330 to $380. The Apple Thesis: In an AI-driven world, the most valuable platform is one...

Shares of TJX Companies Inc (NYSE:TJX) tanked in early trading on Thursday, despite the company Monday reporting upbeat first-quarter results. Here are the key analyst insights: BTIG analyst Robert Drbul reiterated a Buy rating, while lifting the price target from $185 to $190. BofA Securities...

Shares of Target Corp (NYSE:TGT) edged lower in early trading on Thursday, despite the company Monday reporting upbeat first-quarter results. Here are the key analyst insights: BofA Securities analyst Christopher Nardone maintained an Underperform rating and price target of $110. JPMorgan analyst...

Shares of Lowe’s Companies Inc (NYSE:LOW) tanked in early trading on Thursday, despite the company’s upbeat first-quarter report. Here are the key analyst insights: JPMorgan analyst Christopher Horvers maintained an Overweight rating, while slashing the price target from $325 to $279....

Retail giant Walmart Inc (NASDAQ:WMT) could provide more details on the health of consumers and what impact higher gas prices have on spending when the company reports first-quarter financial results Thursday before market open. Here are the earnings estimates, what experts are saying ahead of the...

Alphabet Inc (NASDAQ:GOOG) kicked off its annual Google I/O conference on Tuesday, unveiling a slate of new artificial intelligence products during the opening day of the two-day event. The showcase, streamed live via the official Google I/O website, centered heavily on AI-driven upgrades across...

Netflix Inc (NASDAQ:NFLX) shares are trading in positive territory Monday afternoon, defying a broader market sell-off as Wall Street cheers the company's newly unveiled, multi-game NFL streaming slate. BofA Securities analyst Jessica Reif Ehrlich also reiterated a Buy rating on Netflix early...

BofA Global Research released an analyst note on Monday, boosting its outlook for Dell Technologies Inc. (NYSE:DELL). BofA research analyst Wamsi Mohan reiterated a Buy rating. He raised the price target to $280 from $246. • Dell Technologies stock is showing weakness. Why are DELL...

Customer relationship management software company Salesforce Inc (NYSE:CRM) is facing "an AI-driven structural reset," according to BofA Securities analyst Tal Liani. The Salesforce Analyst: Liani reinstated coverage of Salesforce with an Underperform rating and price target of $160. The Salesforce...

Shares of Applied Materials Inc (NASDAQ:AMAT)were trading lower on Friday, even after the company reported upbeat fiscal second-quarter results on Thursday. Here are the key analyst insights: BofA Securities analyst Vivek Arya maintained a Buy rating, while raising the price target from $465 to $...

Shares of Cisco Systems Inc (NASDAQ:CSCO) surged in early trading on Thursday, after the company reported upbeat third-quarter results on Wednesday. Here are the key analyst insights: BofA Securities analyst Tal Liani maintained a Buy rating, while raising the price target from $95 to $114....

Akamai Technologies Inc. (NASDAQ:AKAM) shares were trending on Wednesday. Last week, the cybersecurity and cloud computing company announced first-quarter financial results topping analyst estimates. • Akamai Technologies stock is at critical resistance. Why is AKAM stock...

Shares of Block Inc (NYSE:XYZ) slipped in early trading this morning after climbing last week on a blowout first-quarter report. The company delivered a strong beat-and-raise quarter, amid macro noise and investor skepticism around the recent layoffs, according to BofA Securities. The Block Analyst...

Shares of Datadog Inc (NASDAQ:DDOG) rallied in early trading on Thursday after the company reported upbeat first-quarter results. Here are the key analyst insights: Guggenheim Securities analyst Howard Ma maintained a Buy rating, while raising the price target from $175 to $225. KeyBanc Capital...

Seagate Technology Holdings (NASDAQ:STX) is drawing bullish calls from analysts after strong quarterly results and an improving AI-driven demand outlook, with both Rosenblatt and BofA Securities raising their price targets. • Seagate Technology stock is challenging resistance. Why did STX hit...