BofA Securities

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...

Shares of Marvell Technology Inc (NASDAQ:MRVL) rallied in early trading on Friday, after the company reported strong fourth-quarter (Q4) results. Here are the key analyst insights: BofA Securities analysts upgraded the rating from Neutral to Buy, while raising the price target from $90 to $110....

Shares of Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) tanked in early trading on Tuesday, after the company reported mixed fourth-quarter results on Monday. Here are the key analyst insights: Benchmark analyst Matthew Harrigan reiterated a Neutral rating, while cutting the price target from $20...

Walmart Inc. (NASDAQ:WMT) shares are trading higher on Friday. The company disclosed that it paid $100 million to settle a lawsuit that accused the U.S. retailer of misleading its delivery drivers about their compensation, causing substantial income loss. • Walmart stock is gaining positive...

Costco Wholesale Corp (NASDAQ:COST) shares climbed on Friday as investors weighed its positioning in a K-shaped economy. The warehouse giant continues to leverage value pricing and loyal members to sustain traffic across income groups. • Costco Wholesale stock is gaining positive traction....