BofA Securities

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...

Dollar General Corp (NYSE:DG) appears to have several catalysts supporting its gross margin and revenue momentum, according to BofA Securities analyst Robert Ohmes. The Dollar General Analyst: Ohmes maintained a Buy rating and price target of $175. The Dollar General Thesis: The company's new store...

Nike Inc (NYSE:NKE) is scheduled to report its earnings for the third quarter of fiscal 2026 on March 31. The company is likely to report a 200-basis-point (bps) contraction in gross margins and announce its fourth-quarter guidance, while delaying its fiscal 2027 outlook until June, according to...

Arm Holdings PLC (NASDAQ:ARM) announced its first in-house full merchant silicon, the AGI CPU, which expands its total addressable market (TAM) by around 40x from fiscal 2026 to 2031, according to BofA Securities. The Arm Holdings Analyst: Analyst Vivek Arya maintained a Neutral rating, while...

GE Vernova Inc. (NYSE:GEV) shares are trading higher on Monday. The company has been in the news lately due to its investment in facility expansion in Europe and collaboration with Hitachi in Southeast Asia. • GE Vernova stock is challenging resistance. Why did GEV hit a new high?...

BofA Securities sees Apple Inc's (NASDAQ:AAPL) upcoming product shifts and launch strategy as key drivers for future growth, despite a slight price target cut. Analyst Wamsi Mohan maintained Apple with a Buy and lowered the price forecast from $325 to $320. Foldable iPhone Could...

Caterpillar Inc. (NYSE:CAT) remains a top pick at BofA Securities, with analysts highlighting strong multi-year growth drivers. • Caterpillar stock is showing positive momentum. What’s the outlook for CAT shares? BofA Securities analyst Michael Feniger maintains a Buy rating on...

BofA Securities reiterated its confidence in Boeing Co (NYSE:BA) on Wednesday. The bank maintained a Buy rating and a $270 price forecast. This follows a fireside conversation with Boeing CFO Jay Malave at the BofA Global Industrials Conference in London. Boeing shares are under pressure. Why is...

BofA Securities analyst Justin Post reaffirmed a Buy rating on Amazon.com Inc (NASDAQ:AMZN) and set a price forecast of $275, citing continued e-commerce share gains and strong engagement from merchants and brands. • Amazon.com shares are trending higher. Why are AMZN shares climbing?...

Dollar General Corp (NYSE:DG) reported its fourth-quarter results on Thursday. Here are the key analyst insights: Telsey Advisory Group analyst Joseph Feldman maintained a Market Perform rating, while raising the price target from $130 to $140. Guggenheim Securities analyst John Heinbockel...

Meetings with Dynatrace Inc's (NYSE:DT) top management inspired greater confidence in the company's "execution potential and ability to drive upside to estimates," according to BofA Securities. The Dynatrace Analyst: Analyst Koji Ikeda reaffirmed a Buy rating and price target of $64. The Dynatrace...

Much of Campbell’s Co (NASDAQ:CPB) second-quarter sales and earnings miss was due to adverse weather in January, according to Bank of America Securities analyst Brian Holland. The Campbell’s Analyst: Holland reaffirmed a Neutral rating and price target of $30. The Campbell’s...