Page 2 - Analysts 39 Comments News Today

Wolfe Research raised its rating on the telecom company to Outperform after lowering it to Peer Perform in January.

TD Cowen analyst Matthew Ramsay says chips within phones, such as those the company makes, could handle some of the processing for AI queries.

The streaming platforms paid sharing initiative will generate close to $6 billion in extra revenue in 2024 and 2025, J.P. Morgan estimates.

Canaccord analyst George Gianarikas launched coverage of Mobileye with a Buy and a $50 price target for the stock.

The revenue benefit from the Vision Pro headset is likely to be “immaterial” in the short term, says one analyst, and the technology is unlikely to do anything to disrupt the iPhone.

Shares in GitLab surged in premarket trading after the software company beat earnings expectations in its fiscal first quarter, provided upbeat guidance, and said customers were looking to its AI-powered platform

The revenue benefit from the Vision Pro headset is likely to be “immaterial” in the short term, says one analyst, and the technology is unlikely to do anything to disrupt the iPhone.

The wireless carrier snags an upgrade, but analysts still see plenty of reasons to be cautious.

Oppenheimer analyst Rupesh Parikh downgraded shares of Estée Lauder to Perform from Outperform.

Piper Sandler downgraded the stock to Neutral on concerns about the sudden deceleration in same-store sales growth.