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Tokyo's stock market closed modestly higher on Thursday, with the Nikkei 225 gaining 0.12% as Real Estate, Banking and Textile groups supported the advance. Sumitomo Metal Mining and Advantest reached all-time highs, while notable declines at Tokyo Electron and SMC weighed on the index. Market breadth was negative and implied volatility for the Nik…
BofA Securities increased its price target on Lam Research to $285 from $245 while keeping a Buy rating, following a quarter the bank described as a "solid beat and raise." The semiconductor equipment supplier reported stronger-than-expected fiscal Q2 results, and several brokerages have responded with higher price targets and upgraded outlooks ami…
Jefferies upgraded Nabtesco Corp. from Hold to Buy and increased its price target to ¥5,000 from ¥3,200, citing stronger-than-expected profit performance in the reduction gear segment, solid orders from major Japanese robot makers, and anticipated margin and profit upside in both Component Solution and Transport Solution businesses ahead of the com…
Nvidia Chief Executive Jensen Huang said the licence for the company’s H200 artificial intelligence chip is being finalised and that he hopes Chinese authorities will permit Nvidia to sell the device in China. Huang made the comments after a visit to China where he met customers, partners and government officials and spoke to reporters upon arrival…
KeyBanc Capital Markets increased its price target on Meta Platforms Inc. to $855 from $835 while retaining an Overweight recommendation. The upgrade follows what the firm described as a "blue-sky scenario" in Meta's fourth-quarter results, with the bank highlighting agentic coding-driven productivity gains, robust revenue growth, and infrastructur…
Stifel raised its price target on Meta Platforms Inc. to $820 from $785 and maintained a Buy rating, pointing to better-than-expected fourth-quarter results and encouraging first-quarter guidance. The firm cautioned that 2026 spending guidance suggests greater near-term operating margin compression, particularly in the Family of Apps, while continu…
Loop Capital has reaffirmed a Buy rating and a $940.00 price target on Meta Platforms Inc. following the company’s fourth-quarter results and a first-quarter outlook that outpaced expectations. The price target sits below the analyst high of $1,117, according to InvestingPro data. Meta reported robust profitability and revenue on a twelve-month bas…
Canaccord Genuity raised its price target for Meta Platforms to $930 from $900 while keeping a Buy rating after the company posted fourth-quarter results that outpaced estimates. Meta reported revenue and operating income roughly 3% above consensus, strong ad growth, and notable AI-driven engagement gains across Reels, Facebook and Instagram. Sever…
Evercore ISI raised its price objective on Meta Platforms Inc. (NASDAQ: META) to $900 from $875 and kept an Outperform rating, reflecting a bullish view tied to AI-related revenue prospects and recent quarterly beats. The adjustment sits alongside a market consensus that rates the stock as a strong buy and follows Meta's better-than-expected fourth…
UBS raised its price objective on United Microelectronics Corp (UMC) to NT$100 from NT$56 and kept a Buy rating, citing signs of stronger competitive dynamics in the mature foundry segment from mid-2025 that are appearing in 2026. UBS forecasts modest ASP gains in 2026-27, and highlights capacity and demand shifts at peers and in China that could f…
DA Davidson raised its price objective for Meta Platforms Inc. to $850 from $825 while keeping a Buy recommendation following the company’s fourth-quarter 2025 financial report. The firm cited better-than-expected revenue and earnings, robust margins and elevated revenue growth. Meta also outlined sizable capital spending plans, positioning the com…
ABB reported robust fourth-quarter performance, driven by a 36% surge in orders to $10.3 billion and a 13% rise in revenues to $9.1 billion. Operating income and margins improved year-over-year. For the full year, orders reached $36.8 billion and revenues $33.2 billion. The company proposed a higher dividend and announced a new buyback program, whi…
Oppenheimer has reaffirmed a Perform rating on Meta Platforms Inc., pointing to peak near-term fundamentals powered by AI-driven engagement, new product activity, and increased ad load. The firm notes Meta is trading at elevated valuation metrics and flags higher operating expenses and capital spending. Separately, Truist raised its price target fo…
Mizuho increased its price objective for Tesla to $540 from $530 and kept an Outperform rating after the automaker reported fourth-quarter results. The firm points to margin improvement and a strategic move into AI and robotaxi initiatives, while other brokerages maintained or adjusted ratings amid a large ramp in planned capital expenditures for f…
DA Davidson maintained a Buy rating and a $650 price target for Microsoft following the company’s fiscal second-quarter 2026 results. The target implies roughly 35% upside from the prevailing share price, and comes amid strong quarterly beats, robust commercial demand metrics, and ongoing questions around Azure capacity and near-term growth pacing.
Stifel has increased its 12-month price objective for Microsoft to $540 from $520 while retaining a Buy recommendation. The firm cautions that Azure growth faces capacity constraints and is unlikely to accelerate meaningfully in the coming quarters despite a 66% year-over-year jump in capital expenditures targeted at GPUs and CPUs. Stifel also high…
Jefferies has reiterated a Hold rating on Tesla (TSLA) stock with a $300 price target, citing a strong cash and core auto margin beat but continued uncertainty around guidance and execution. The firm noted elevated valuation metrics and flagged potential missed launch milestones and funding questions despite a substantial cash balance. Other broker…
Truist Securities has raised its price target on Meta Platforms Inc. to $900 from $875 and kept a Buy rating, pointing to broad-based advertising demand powered by AI improvements and an aggressive near-term growth outlook. The move follows robust fourth-quarter results and first-quarter guidance implying roughly 30% growth at the midpoint, the fas…
Truist Securities reaffirmed a Buy rating and set a $675 price target on Microsoft, pointing to robust commercial bookings, large commercial RPO and several AI-driven growth vectors even as Azure growth remains supply-constrained and capital spending is elevated. Recent quarterly results beat expectations on both EPS and revenue, while Raymond Jame…
KeyBanc has reduced its 12-month price objective for Microsoft to $600 from $630 while retaining an Overweight rating, citing weaker-than-expected Azure constant currency growth and an outlook the firm described as "even less inspiring." The bank also flagged a shift in GPU resource priorities toward Microsoft’s first-party AI offerings such as Cop…
Baird has reaffirmed an Outperform rating on Tesla with a $548 price target, citing the automaker's substantially increased capital expenditure program as it expands its physical AI value chain. The firm notes that Tesla plans to more than double 2026 capex to over $20 billion, and that the company maintains a cash-heavy balance sheet and a current…
Raymond James trimmed its 12-month price objective for Microsoft to $580 from $600 while retaining an Outperform recommendation after the company’s fiscal second-quarter 2026 results. The research note highlights Azure revenue and guidance running roughly one percentage point below investor expectations and reiterates that Microsoft’s prioritizatio…
The Indian government’s annual economic survey projects real GDP growth of 6.8% to 7.2% for the fiscal year beginning in April, down from the current fiscal year’s 7.4% estimate. The report, presented in parliament, highlights a broadly stable domestic economy while flagging external risks from slower trading partners and tariff-driven trade disrup…
Sanofi reported guidance for 2026 sales to rise by a high-single-digit percentage, underpinned by continued strength in its Dupixent asthma franchise and several newly added medicines. The company also indicated business operating income will increase marginally faster than sales this year and unveiled a 1 billion euro share repurchase plan, follow…
Oppenheimer raised its price target on Lam Research to $265 from $200 and kept an Outperform rating after management conveyed an implicit outlook calling for roughly 24% or higher revenue growth in calendar year 2026. The firm also bumped its fiscal 2026 and 2027 revenue and EPS estimates, while investors digest recent quarterly beats and a separat…
