BofA Securities

Shares of Intel Corp (NASDAQ:INTC) rallied in early trading on Friday, after the company on Thursday reported upbeat first-quarter results. Here are the key analyst insights: BofA Securities analyst Vivek Arya maintained an Underperform rating, while raising the price target from $48 to $56....

A 95-year-old Texas chipmaker better known for classroom calculators than silicon wafers for hyperscalers just posted its third-biggest single-day gain since going public. • What’s going on TXN shares? Texas Instruments Inc. (NASDAQ:TXN) jumped 19.4% on Thursday after first-...

BofA Securities analyst Omar Dessouky reiterated a Buy rating and a $705 price forecast for AppLovin Corp (NYSE:APP) in a note released on Monday. The firm identifies e-commerce as the primary “swing factor” for the company. AppLovin is scheduled to report first-quarter earnings on May...

Microsoft Corp (NASDAQ:MSFT) remains well-positioned for AI-driven growth, but near-term stock movement hinges on Azure performance and Copilot adoption, according to a BofA Securities analyst. • Microsoft stock is building positive momentum. Why is MSFT stock trading higher? Azure Growth...

Billionaire Michael Dell and his wife, Susan, were among the supporters of the Trump Accounts for children to get an early start on their savings. While the Dells gave away $6.25 billion in late 2025, the Dell Technologies (NYSE:DELL) CEO is enjoying a nice boost to his net worth in 2026. •...

BofA Securities analyst Tal Liani raised price targets for CoreWeave Inc (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS) to reflect strong AI compute demand. The Ratings and Price Targets: The analyst has Buy ratings on both companies. He raised the price target for CoreWeave from $100 to $120 and...

IBM (NYSE:IBM) is scheduled to report its first-quarter results for fiscal 2026 on April 22. The tech company is likely to report its quarterly results in line with expectations. BofA Securities analyst Wamsi Mohan expects Confluent to contribute approximately $50 million in revenues. The Confluent...

FedEx Corp (NYSE:FDX) hosted its analyst day on Thursday ahead of the spinout of its largest less-than-truckload (LTL) carrier, FedEx Freight (FDXF). The company announced medium-term targets, which appear to be "fairly conservative and achievable," according to BofA Securities analyst Ken Hoexter...

Meta Platforms Inc (NASDAQ:META) launched Muse Spark, a new AI model from its Superintelligence Labs, on Wednesday, which marks a shift away from the Llama series. The new LLM (large language model) capabilities have the potential to strengthen the company's product pipeline and ads performance,...

An analyst meeting with Dell Technologies Inc's (NYSE:DELL) CEO Michael Dell indicated that the company sees robust AI demand and has secured supply for fiscal 2027. The Analyst: BofA Securities’ analyst Wamsi Mohan reiterated a Buy rating, and raised the price target from $172 to $205. The...

There is downside revision risk to the 2026 consensus EBITDA estimates for Hims & Hers Health Inc (NYSE:HIMS), with the EBITDA contribution from GLP-1 (glucagon-like-peptide-1) likely to decline 50% this year, according to BofA Securities. The Hims & Hers Health Analyst: Analyst Allen Lutz...

PepsiCo Inc (NASDAQ:PEP) is expected to deliver first-quarter (Q1) results largely in line with Wall Street estimates. However, investor attention is likely to center on how escalating tensions in the Middle East could impact the company's operations and outlook. The PepsiCo Analyst: Bank of...

Broadcom Inc (NASDAQ:AVGO) announced on Monday that it had inked long-term, multi-year agreements with Alphabet Inc's (NASDAQ:GOOG) Google to develop and supply Tensor Processing Units (TPUs) and networking components. This extends the collaboration of these two tech majors into 2031. The deal...

While Docusign Inc (NASDAQ:DOCU) seems to have the right strategy to generate double-digit growth in the long term, fiscal 2027 is likely to be "a transition year" for the company, according to BofA Securities. The Docusign Analyst: Analyst Matt Bullock reinstated coverage with an Underperform...

HubSpot Inc (NYSE:HUBS) seems well-positioned to reaccelerate growth to 20% in the back half of 2026, according to BofA Securities analyst Matt Bullock. The HubSpot Analyst: Bullock reinstated coverage of the cloud-based customer relationship management (CRM) platform with a Buy rating and price...