Latest news with #CantorFitzgerald
Yahoo
2 hours ago
- Business
- Yahoo
Drones, Hypersonics, and Airbus: Kratos Becomes the Defense Market's Dark Horse
Kratos Defense & Security Solutions. (NASDAQ:KTOS) is one of the best space stocks to buy according to hedge funds. On July 8, 2025, Cantor Fitzgerald initiated coverage of the stock with a Buy rating and a bold $60 price target, citing Kratos' leadership in unmanned aerial systems and its central role in hypersonic test infrastructure. The report specifically highlighted the company's expanding portfolio of affordable combat drones, such as the XQ-58A Valkyrie, and its pivotal contracts under the MACH-TB hypersonic testbed program. This comes just days after multiple other firms, including Benchmark, Stifel, and RBC, reaffirmed or upgraded their bullish stances, with price targets ranging between $50 and $54. Analysts appear to be coalescing around Kratos' reputation as a rare defense-tech play: agile, innovation-driven, and deeply embedded in programs that are both high priority and high margin. That confidence got another jolt on July 16, when Airbus announced a partnership with Kratos to supply Valkyrie drones, equipped with Airbus mission systems, to the German Air Force. Deliveries are expected by 2029, but the contract solidifies Kratos' growing international relevance in the unmanned combat space. Founded in 1994 and headquartered in San Diego, Kratos specializes in disruptive defense technologies, including autonomous aircraft, hypersonic test vehicles, missile defense systems, and satellite ground infrastructure. Its customers include the U.S. Department of Defense, NATO allies, and major primes looking for cutting-edge solutions without the legacy bloat. While we acknowledge the potential of KTOS 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: and . Disclosure: None.
Yahoo
2 hours ago
- Business
- Yahoo
Iridium Gets $40 Target Ahead of Q2 as Cantor Backs Its IoT and D2D Expansion
Iridium Communications (NASDAQ:IRDM) is one of the best space stocks to buy according to hedge funds. On July 17, Cantor Fitzgerald reiterated its Overweight rating and set a $40 price target, ahead of Iridium's Q2 earnings, citing its reliable profitability, even amid tariff pressures, and strong demand from government and enterprise IoT clients. The firm also praised Iridium's aggressive share buyback program, L-band network resilience, and expanding Direct-to-Device (D2D) and IoT roadmap, particularly as part of its calendar Q4 rollout. Founded in 2001 and headquartered in McLean, VA, Iridium Communications operates a global L-band satellite constellation -- Iridium NEXT -- delivering voice, data, IoT, maritime, aviation, and government connectivity. With ~80 satellites and a 5% revenue CAGR, robust gross margins, and expanding product suites like Iridium Certus and D2D services, the firm stands out in mission-critical communications and Earth-to-device innovation. While we acknowledge the potential of IRDM 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: and . Disclosure: None. 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
Yahoo
19 hours ago
- Business
- Yahoo
Cantor Fitzgerald Lifts Meta to $828 Price Target on AI Talent, Ad Gains
Meta Platforms, Inc. (NASDAQ:) is one of the . On July 16, Cantor Fitzgerald raised its price target on the stock to $828.00 from $807.00, while maintaining an 'Overweight' rating. The firm raised its FY26E EPS estimates by 3% and reiterated its Overweight rating / Top pick. Earnings Preview: 'We expect META to report 2Q25E results with a decent upside to consensus on revenues and EPS driven by outperformance in the core ads business as tariff-driven uncertainties moderated in May/June. The company's 3Q25E revenue guide should indicate stable y/y growth with little deceleration (around $47.5/$48B at the high-end). On FY outlook, META is likely to reiterate its opex guidance, but recent investments in AI talent (CFe ~$500M–$1B in incremental annual opex) move the target above the low end. Our checks with digital ad agencies and performance marketers in June/early July indicated healthy ad spend and share gains by META in 2Q, including a modest acceleration from April trends (adjusted for Easter). While we acknowledge the potential of META 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: and Disclosure: None. 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
Yahoo
19 hours ago
- Business
- Yahoo
Cantor Fitzgerald Stays Bullish on Amazon (AMZN), Lifts Target to $260 on Retail and AWS Growth
Inc. (NASDAQ:) is one of the On July 16, Cantor Fitzgerald analyst Deepak Mathivanan raised the price target on the stock to $260.00 (from $240.00) while maintaining an 'Overweight' rating. The firm increased its FY26E EBIT estimates by 9% and reiterated its Overweight / Top pick rating. Earnings Preview: 'Amazon is likely to report 2Q25E results with revenues near the midpoint, but EBIT should come in ahead of prior guidance. US non-store retail sales were up +7% y/y in 2Q, a slight acceleration vs. 1Q – indicating favorable trends for AMZN's NA retail growth. Meanwhile, AWS growth should come near +17% y/y in 2Q25E. The key focus will be on 3Q25E outlook. We expect revenue guide to bracket $175B and EBIT (at high-end) near $19B. While there are lingering uncertainties on trade, AMZN CEO recently noted that prices on the platform have remained relatively stable – which bodes well for 3Q25E EBIT guide. Additionally, we think AMZN has plenty of room to improve efficiency across various layers of its logistics network. AMZN shares have lagged the broader Mag-7 (ex-TSLA) group YTD, and sentiment appears mixed into the print. We like the risk/reward at current levels. We have increased our FY26E EBIT estimates by 9% and reiterate our Overweight / Top pick rating. Our revised PT of $260 is based on 30x FY26E EBIT (vs. $240 previously).' Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. While we acknowledge the potential of AMZN 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: and Disclosure: None. Sign in to access your portfolio
Yahoo
19 hours ago
- Business
- Yahoo
Cantor Fitzgerald Stays Bullish on Amazon (AMZN), Lifts Target to $260 on Retail and AWS Growth
Inc. (NASDAQ:) is one of the On July 16, Cantor Fitzgerald analyst Deepak Mathivanan raised the price target on the stock to $260.00 (from $240.00) while maintaining an 'Overweight' rating. The firm increased its FY26E EBIT estimates by 9% and reiterated its Overweight / Top pick rating. Earnings Preview: 'Amazon is likely to report 2Q25E results with revenues near the midpoint, but EBIT should come in ahead of prior guidance. US non-store retail sales were up +7% y/y in 2Q, a slight acceleration vs. 1Q – indicating favorable trends for AMZN's NA retail growth. Meanwhile, AWS growth should come near +17% y/y in 2Q25E. The key focus will be on 3Q25E outlook. We expect revenue guide to bracket $175B and EBIT (at high-end) near $19B. While there are lingering uncertainties on trade, AMZN CEO recently noted that prices on the platform have remained relatively stable – which bodes well for 3Q25E EBIT guide. Additionally, we think AMZN has plenty of room to improve efficiency across various layers of its logistics network. AMZN shares have lagged the broader Mag-7 (ex-TSLA) group YTD, and sentiment appears mixed into the print. We like the risk/reward at current levels. We have increased our FY26E EBIT estimates by 9% and reiterate our Overweight / Top pick rating. Our revised PT of $260 is based on 30x FY26E EBIT (vs. $240 previously).' Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. While we acknowledge the potential of AMZN 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: and Disclosure: None. 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
