logo
Here are Friday's biggest analyst calls: Nvidia, Apple, Dell, Tesla, Netflix, Microsoft, Snowflake, Chipotle, Micron & more

Here are Friday's biggest analyst calls: Nvidia, Apple, Dell, Tesla, Netflix, Microsoft, Snowflake, Chipotle, Micron & more

CNBC7 days ago
Here are Friday's biggest calls on Wall Street: Stephens initiates Snowflake as overweight Stephens said Snowflake is best-in-class. "Long-term growth visibility which has traditionally been the replacement of legacy databases is now being augmented as faster product development has launched key new products w/large TAMs that have yet to contribute to the growth rate, in our view." Evercore ISI upgrades Citizens Financials to outperform from in line Evercore said shares of the banking company are compelling following earnings. "We are upgrading CFG to Outperform from In Line as we expect strengthening B/S [balance sheet] trends, favorable NIM [net interest margin] dynamics, fee income upside, and positive operating leverage to drive steady improvement in CFG's earnings trajectory and L/T returns." Mizuho reiterates Micron as buy Mizuho said it sees a slew of positive catalysts and that investors should buy the weakness. "We would be buyers on MU on the pullback..." Bank of America reiterates Alphabet as buy Bank of America raised its price target on Alphabet ahead of earnings on July 23 to $210 per share from $20. "Expecting strong results, above Street for 2Q." Citi downgrades Barclays to neutral from buy Citi said it sees more balanced risk/reward. "Barclays shares are +125% since end-2023 and now trade on 0.9x P/TB for a target > 12% RoTE next year. While this target appears feasible (we model ~12%), we believe the risk-reward is now more evenly balanced.." Rosenblatt initiates SentinelOne as buy Rosenblatt said the cyber security company is "significantly undervalued." "We are initiating coverage on SentinelOne (NYSE: S) with a Buy rating and a $24 Price Target." Morgan Stanley reiterates Netflix as overweight Morgan Stanley raised its price target on the stock to $1,500 per share from $1,450. "Importantly, newly deployed ad tech appears poised to deliver a roughly doubling of ad revs in '25. Netflix's early but growing use of GenAI tools to power content and product innovation further reinforces our bullish view." Read more. Deutsche Bank reiterates Microsoft as buy Deutsche raised its price target on the stock to $550 per share from $500. " Microsoft shares have significantly outperformed since the company reported much better-than-expected F3Q Azure results in April and seem well supported heading into what we anticipate will be strong F4Q results on July 30th." Jefferies upgrades Abbott Labs to buy from hold Jefferies said investors should buy the dip following earnings. "While ABT's 2Q/guide update was underwhelming, we view the stock rxn as too punitive and are taking advantage of the pullback, upgrading ABT to Buy." KeyBanc upgrades Materion Corporation to overweight from sector weight KeyBanc said it sees an attractive risk/reward for the engineered materials company. "Following our recent analysis, we are upgrading shares of Materion Corporation (MTRN) to Overweight from Sector Weight with a $112 price target, representing > 20% upside." Deutsche Bank adds a catalyst call buy on DuPont Deutsche said it's bullish ahead of earnings in early August. "We are adding DuPont as a Catalyst Call Buy as we believe the upcoming Q2 release would be a catalyst for the shares as it will mark DuPont's last quarterly earnings release prior to the spin-off of its Electronics business (Qnity) on November 1." JPMorgan reiterates Nvidia as overweight The firm said Nvidia remains a top pick heading into earnings next month. "AI/accelerated compute demand remains strong...best positioned to weather a potential trade/tariff challenging macro environment...13-15% EPS upside to outyear estimates on resumption of China shipments for AMD/ Nvidia. " JPMorgan reiterates Roku as overweight JPMorgan raised its price target to $100 per share from $85. "We believe Roku is well positioned to deliver a beat/raise qtr, with ad spend largely stable in 2Q and China tariff de-escalation." BMO upgrades Chipotle to outperform from market perform BMO said comps have begun to accelerate. "We believe CMG is well positioned for accelerating comp growth and improving margin trajectory beginning in 2H25, and view favorably its strong US-heavy store growth that has room to accelerate towards 10% over time." Evercore ISI reiterates Apple as outperform Evercore said it's sticking with the stock ahead of earnings on July 31. "Finally, AAPL we expect to see strength in June-qtr driven by better iPhone demand though focus will be on services and gross-margins." Bank of America reiterates Dell as buy The firm raised its price target on the stock to $165 per share from $155. "We expect IT Hardware companies like DELL to benefit from the growth of enterprise /sovereign AI over the next decade." Deutsche Bank reiterates Tesla as buy Deutsche said it's sticking with the stock heading into earnings on July 23. "Long term, our view continues to be that Tesla is well positioned as a technology platform to leverage end-to-end AI into a leading position in autonomous driving and humanoid robotics."
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Enterprises That Fall Behind in AI Race Risk $87 Million Annual Loss, Couchbase Survey Reveals
Enterprises That Fall Behind in AI Race Risk $87 Million Annual Loss, Couchbase Survey Reveals

Yahoo

time25 minutes ago

  • Yahoo

Enterprises That Fall Behind in AI Race Risk $87 Million Annual Loss, Couchbase Survey Reveals

70% Admit 'Incomplete' Understanding of AI Data Requirements While 21% Have 'Insufficient' or 'Zero' AI Control SANTA CLARA, Calif., July 23, 2025 /PRNewswire/ -- Couchbase, Inc. (NASDAQ: BASE), the developer data platform for critical applications in our AI world, today released the findings from its eighth consecutive survey of global IT leaders. The study of 800 senior IT decision-makers from enterprises with 1,000 or more employees, in sectors from finance to healthcare to gaming and more, found that businesses unable to effectively use AI in a timely manner could lose on average 8.6% of their revenue per month. Within our sample, that equates to an average annual loss of almost $87 million per company. A significant number of enterprises are at risk: 21% admit to having "zero" or "insufficient" control over AI use, allowing employees too much or too limited access to tools and increasing risk, while 64% are concerned that they are not taking advantage of AI as quickly as they could be due to "decision paralysis." The stakes are high, with 78% of respondents believing early AI adopters will become industry leaders and 73% reporting AI is already transforming their technology environment. Investment reflects this urgency: AI spend on technologies including GenAI, agentic AI and other forms of AI will surge by 51% in 2025 to 2026, compared to 35% growth in overall digital modernization. It will account for more than half of all digital modernization spend. Enterprises with control over their AI, and most importantly the data behind it, will be best positioned to capitalize on AI. "The evolution from GenAI to agentic AI is creating vast opportunities for enterprises that can harness these technologies effectively," said Julie Irish, Chief Information Officer at Couchbase. "Creating and operating innovative AI applications at scale is essential for successful enterprises. The right data strategy, including methods to ensure high data quality, scalability and accessibility, is more important than ever to ensure companies unlock the value of AI." Key findings include: Falling behind the AI wave has significant consequences: 99% of enterprises have encountered issues that disrupted AI projects or prevented them outright, including problems accessing or managing the required data; perception that the risk of failure had become too high; and an inability to stay on budget. These issues had real consequences, eating up 17% of AI investment and setting strategic goals back by six months on average. Closing the data understanding gap is key to control: 70% of enterprises admit their understanding of the data (e.g., the quality and real-time accessibility of data) needed to power AI is "incomplete," contributing to 62% not fully understanding where they are at risk from AI (e.g., through security or data management issues). Conversely, those with greater understanding are more confident, and are 33% more likely to be prepared for agentic AI. Data architecture is evolving and requires consolidation: The right data architecture is crucial for AI. Yet enterprises say their current architecture has an average lifespan of 18 months before it can no longer support in-house AI applications. 75% of enterprises have a multi-database architecture, which makes it more difficult to ensure accurate, consistent AI output; 61% do not have the tools to prevent proprietary data from being shared externally, which increases security and compliance risks; and 84% lack the ability to store, manage and index high-dimensional vector data needed for efficient AI use. To address these challenges, all surveyed enterprises are consolidating and simplifying their AI technology stacks to make controlling AI easier and more efficient. Encouraging experimentation contributes to AI success: Corporate attitudes about AI have a notable impact on its success. Enterprises that encourage AI experimentation have 10% more AI projects enter production and incur 13% less wasted AI spend than enterprises with a more restrictive approach. New developments in AI are rapidly reaching parity: The proportion of AI spend on agentic AI (30% of total), GenAI (35%) and other forms of AI (35%) is almost even, despite agentic AI and GenAI being much newer concepts. This suggests enterprises are investing heavily in keeping up with AI development as 66% worry that AI and different approaches to AI are evolving faster than their organizations can keep pace. Inability to keep up with AI increases risk of being replaced: Enterprises recognize AI's potential for disruption, allowing smaller organizations with a better grasp of the technology to replace larger, less agile competitors. More than half (59%) of IT leaders are concerned that their organizations risk being replaced by smaller competitors, yet at the same time 79% believe they can do the same and displace their larger competition. "The data reveals both tremendous opportunities and significant risks presented by AI," continued Irish. "While 73% of CIOs are excited about AI's potential and feel compelled to use it more, the enterprises that master their data will be the ones that truly capitalize. The key is having robust controls in place and an architecture that suits enterprises' purposes. When enterprises build the right foundation to support critical applications containing AI workflows, and target use cases with a clear ROI, CIOs will be best positioned to turn AI into a genuine competitive advantage." "A modern developer data platform is essential for enterprise AI success," added Matt McDonough, SVP of product at Couchbase. "With capabilities like vector search, integrated AI Services and support for agentic AI development, Couchbase empowers customers to develop agentic systems and applications at scale, while delivering compelling price-performance. By supporting the management of all data types involved in AI interactions, our platform helps enterprises unify AI, operational, analytical, vector and mobile workloads into a single, multipurpose architecture. This holistic approach not only enhances data visibility, control and protection, but also gives developers the tools they need to innovate with the next wave of AI technologies." Additional Resources To download the full report, click here. To download the graphic that highlights key findings from the report, click here. To learn more about how organizations can fully realize the potential of agents, click here. To learn more about how Couchbase empowers customers to develop agentic systems and AI applications, click here. MethodologyCouchbase commissioned an online survey, conducted in April 2025 by Coleman Parkes ( an independent market research organization. 800 senior IT decision-makers, such as CIOs, CDOs and CTOs, in organizations with 1,000 employees or more in the U.S., U.K., France, Germany, Turkey, Japan, India, Australia and Singapore, were surveyed. About CouchbaseAs industries race to embrace AI, traditional database solutions fall short of rising demands for versatility, performance and affordability. Couchbase is seizing the opportunity to lead with Capella, the developer data platform architected for critical applications in our AI world. By uniting transactional, analytical, mobile and AI workloads into a seamless, fully managed solution, Couchbase empowers developers and enterprises to build and scale applications and AI agents with confidence – delivering exceptional performance, scalability and cost-efficiency from cloud to edge and everything in between. Couchbase enables organizations to unlock innovation, accelerate AI transformation and redefine customer experiences wherever they happen. Discover why Couchbase is the foundation of critical everyday applications by visiting and following us on LinkedIn and X. Couchbase®, the Couchbase logo and the names and marks associated with Couchbase's products are trademarks of Couchbase, Inc. All other trademarks are the property of their respective owners. View original content to download multimedia: SOURCE Couchbase, Inc. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Denison Mines Corp. (DNN): Among the Energy Stocks that Gained This Week
Denison Mines Corp. (DNN): Among the Energy Stocks that Gained This Week

Yahoo

time35 minutes ago

  • Yahoo

Denison Mines Corp. (DNN): Among the Energy Stocks that Gained This Week

The share price of Denison Mines Corp. (NYSE:DNN) surged by 15.51% between July 15 and July 22, 2025, putting it among the Energy Stocks that Gained the Most This Week. An open pit mine with a large yellow excavator machine with tailings visible in the background, illustrating the uranium extraction process. Denison Mines Corp. (NYSE:DNN) is a uranium exploration and development company with interests focused in the Athabasca Basin region of northern Saskatchewan, Canada. Denison Mines Corp. (NYSE:DNN) shot up this week after the company announced that it had commenced uranium mining operations at the McClean North deposit using the patented SABRE mining method, together with Orano Canada as its joint venture partner. Denison owns a 22.5% interest in the JV, while Orano Canada owns 77.5%. David Cates, President and CEO of Denison Mines Corp. (NYSE:DNN), stated: 'The successful commencement of SABRE mining at McClean North marks a significant milestone in the history of the MLJV, as the joint venture returns to active mining operations for the first time since 2008. Orano Canada is a world-class operator that has consistently demonstrated excellence in operation and innovation in Saskatchewan. We congratulate Orano on its leadership, long-term vision, and dedication to the development of the MLJV's SABRE mining method and ultimately the commercialization of the technology through the deployment at McClean North.' While we acknowledge the potential of DNN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Nuclear Energy Stocks to Buy Right Now and The 5 Energy Stocks Billionaires are Quietly Piling Into. Disclosure: None. Sign in to access your portfolio

Peabody Energy (BTU) Surged by Over 16% This Week. Here is Why.
Peabody Energy (BTU) Surged by Over 16% This Week. Here is Why.

Yahoo

time35 minutes ago

  • Yahoo

Peabody Energy (BTU) Surged by Over 16% This Week. Here is Why.

The share price of Peabody Energy Corporation (NYSE:BTU) surged by 16.53% between July 15 and July 22, 2025, putting it among the Energy Stocks that Gained the Most This Week. A coal miner in a thick protective suit and helmet drilling for coal under bright lights. Peabody Energy Corporation (NYSE:BTU) is a leading coal producer, providing essential products for the production of affordable, reliable energy and steel. Peabody Energy Corporation (NYSE:BTU) was among the coal stocks that gained this week after the Chinese government warned that it may shutter coal mines guilty of producing above permitted levels, as part of a crackdown on overmining. According to a report by Bloomberg, China's National Energy Administration is carrying out monthlong inspections in eight provinces and regions, including the biggest coal hubs, as part of a crackdown on overmining that it says has distorted the market. The American coal sector also received a boost last month following the passage of President Trump's 'Big, Beautiful Bill, ' which mandates at least 4 million additional acres of federal land be made available for mining. Moreover, the legislation allows producers of metallurgical coal, like Peabody Energy Corporation (NYSE:BTU), to claim an advanced manufacturing production tax credit available for critical minerals. While we acknowledge the potential of BTU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Nuclear Energy Stocks to Buy Right Now and The 5 Energy Stocks Billionaires are Quietly Piling Into. Disclosure: None. Sign in to access your portfolio

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store