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Susquehanna Adjusts Price Target on Airbnb to $170 From $150

Airbnb (ABNB) has an average rating of overweight and mean price target of $154.94, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $144.94, Change: $+4.47, Percent Change: +3.19%

$ABNB

Wire56d ago

Leerink Partners Adjusts Price Target on Gilead Sciences to $146 From $148

Gilead Sciences (GILD) has an average rating of overweight and mean price target of $160.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $130.50, Change: $-3.56, Percent Change: -2.66%

$GILD

Wire56d ago

Benchmark Adjusts Trade Desk Price Target to $30 From $40

Trade Desk (TTD) has an average rating of overweight and mean price target of $27.31, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $21.94, Change: $-1.56, Percent Change: -6.62%

$TTD

Wire56d ago

Gordon Haskett Adjusts Lowe's Companies PT to $280 From $300

Lowe's Companies (LOW) has an average rating of overweight and mean price target of $286.97, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $231.51, Change: $+0.63, Percent Change: +0.27%

$LOW

Wire56d ago

Innodata Delivered Q1 Solid Beat, Raise Amid Big Tech Client Strength, Wedbush Says

Innodata (INOD) posted strong Q1 results with "massive beats" while it also raised its 2026 revenue growth outlook to about 40% year on year amid significant demand for its AI products, Wedbush Securities said in a note Friday.The company's Q1 revenue of $90.1 million was up 54% year on year and up 24% sequentially, "well above" the consensus estimate of $76.5 million as Innodata is "seeing accelerating momentum across its frontier AI lab customer base," the note said.The investment firm also highlighted the fact that the company announced new engagements with a Big Tech company, which is expected to generate about $51 million in 2026 revenue.Meanwhile, revenue from Innodata's other Big Tech clients, excluding its largest, rose 453% year on year during the quarter, the note said.Wedbush kept Innodata's outperform rating and lifted the company's price target to $80 from $75.Price: $86.71, Change: $+41.07, Percent Change: +89.99%

$INOD

Wire56d ago

Gilead Sciences' Increased Yeztugo Guidance is 'Good Enough' for the Stock, Morgan Stanley Says

Gilead Sciences (GILD) raised Yeztugo guidance for 2026 to $1 billion from $800 million, which is "good enough" for the stock, since Q1 Yeztugo sales were in line with consensus but likely below investor expectations, Morgan Stanley said Friday.Gilead raised total product sales guidance to $30 billion to $30.4 billion from $29.6 billion to $30 billion previously, versus Morgan Stanley's estimate of $30.3 billion and consensus of $30.2 billion, according to the firm. This excludes unchanged Veklury sales of $600 million, the brokerage said.The company guided to non-GAAP loss per share of $0.65 to $1.05, down from the prior EPS forecast of $8.45 to $8.85, driven by in-process research and development expenses tied to recent acquisitions, the firm said. This compares with Morgan Stanley's $0.68 loss estimate and $8.55 EPS consensus, according to the note.Morgan Stanley kept an overweight rating on Gilead Sciences and lowered the price target to $168 from $175.Price: $131.19, Change: $-2.87, Percent Change: -2.14%

$GILD

Wire56d ago

Monster Beverage Posts 'Very Strong' Results, Morgan Stanley Says

Monster Beverage (MNST) offers "outsized" long-term growth potential after reporting "very strong" Q1 and April performance, Morgan Stanley said in a Friday note.The note pointed to organic sales growth of 22% in the last four months, reinforcing confidence in long-term growth prospects above market expectations.The report also said its gross margin performance/forward outlook was better than feared."MNST valuation has moved up after stock outperformance," the report said. "But we continue to believe that Monster's growth profile is unique in CPG and more durable in nature...which should drive a scarcity valuation premium."Morgan Stanley raised its price target to $100 from $96 while maintaining its overweight rating on the stock.Price: $85.89, Change: $+9.92, Percent Change: +13.06%

$MNST

Wire56d ago

Apple Likely to see Major Inflection Point in Growth, Wedbush Says

Apple (AAPL) is likely to see a major inflection point in growth as it prepares to unveil its artificial intelligence strategy at WWDC next month, Wedbush said in a Friday research report.The brokerage forecast that around 20% of the world's population will access AI through an Apple device over the coming years, Wedbush stated.Apple will be able to monetize AI and storage services over the coming years, expected to add $75 to $100 to the stock and generate an additional $15 billion of annual services revenue, while the company's collaboration with Alibaba (BABA) on AI will be key as it targets a growing installed base in China, analysts wrote.Monetization depends on Apple's installed base, but innovation in foldable phones, AI smartphone, and affordable Apple Glasses will be the hearts and lungs of the company's success, according to the note.The brokerage said it reiterated its outperform rating on the stock and boosted its price target to $400 per share from $350.Price: $292.90, Change: $+5.48, Percent Change: +1.91%

$AAPL$BABA

Wire56d ago

Rothschild & Co Redburn Adjusts Price Target on International Flavors & Fragrances to $71 From $74

International Flavors & Fragrances (IFF) has an average rating of overweight and mean price target of $91.92, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $79.18, Change: $+0.91, Percent Change: +1.17%

$IFF

Wire56d ago

JPMorgan Adjusts Price Target on APA to $41 From $38

APA (APA) has an average rating of hold and mean price target of $41.82, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $35.89, Change: $-0.35, Percent Change: -0.97%

$APA

Wire56d ago

Rothschild & Co Redburn Adjusts Equifax Price Target to $214 From $226

Equifax (EFX) has an average rating of overweight and mean price target of $225.36, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $175.57, Change: $-0.06, Percent Change: -0.03%

$EFX

Wire56d ago

JPMorgan Adjusts Price Target on Akamai Technologies to $100 From $72

Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $144.05, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $139.82, Change: $+23.13, Percent Change: +19.82%

$AKAM

Wire56d ago

Rothschild & Co Redburn Adjusts Fair Isaac Price Target to $1,293 From $1,324

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,510.65, according to analysts polled by FactSet.Price: $1114.01, Change: $-14.38, Percent Change: -1.27%

$FICO

Wire56d ago

Morgan Stanley Adjusts Price Target on Corpay to $400 From $390

Corpay (CPAY) has an average rating of overweight and mean price target of $384.93, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $338.48, Change: $+32.73, Percent Change: +10.70%

$CPAY

Wire56d ago

BofA Securities Lifts Citigroup Price Target to $170 From $150, Maintains Buy Rating

Citigroup (C) has an average rating of Buy and mean price target of $146.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $128.87, Change: $-0.22, Percent Change: -0.17%

Wire56d ago

HubSpot's Q1 Reinforces Growth Stability Despite Near-Term AI Pressure, Morgan Stanley Says

HubSpot's (HUBS) Q1 results reinforced the company's growth stability but AI pricing and packaging changes will likely pressure its net new annual recurring revenue and temper acceleration expectations, Morgan Stanley said in a Friday research note.The investment firm said while the company's Q1 results were "solid overall," the strategic shifts are likely to drive "incremental investor consternation" around the company's growth trajectory.The note said, however, that while these actions are expected to be disruptive in the near term, they should ultimately support AI adoption and become a more durable growth lever over time.HubSpot reported Q1 revenue of $881 million, up 23% year over year as reported and above the consensus estimate of $863 million. However, despite the beat, fiscal 2026 guidance was raised by $9 million at the midpoint, implying a "slight guide down" for the balance of the year.The company still expects net new annual recurring revenue growth to outpace constant-currency revenue growth for the full year, particularly in H2, according to the note.Morgan Stanley lowered HubSpot's price target to $350 from $405, with an overweight rating.Price: $190.53, Change: $-53.19, Percent Change: -21.82%

$HUBS

Wire56d ago

Update: Market Chatter: Hedge Fund TCI Slashes Microsoft Stake to 1% of Portfolio

(Updates with Microsoft declines to comment in last paragraph.)Hedge fund TCI cut its stake in Microsoft (MSFT) to 1% of its portfolio at the end of March from 10% at the end of last year, the Financial Times reported Friday, citing an investor letter.TCI told investors that AI poses a threat to the tech giant's software products, the report said.Microsoft declined to comment to, while TCI didn't immediately reply to a request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $416.08, Change: $-4.84, Percent Change: -1.15%

$MSFT

Wire56d ago

Broadridge Financial Solutions' Tokenization Efforts 'Positive', Morgan Stanley Says

Broadridge Financial Solutions' (BR) efforts on tokenization-related solutions are "positive", Morgan Stanley analysts said in a Friday note.Analysts said that if tokenization gains traction, new products and larger enterprise deals could boost closed sales in fiscal 2027 and beyond.Morgan Stanley said the key question heading into the company's fiscal Q4 earnings is whether larger, more complex deals will support a stronger closed sales guidance for fiscal 2027, or continue to pressure revenue growth through longer sales cycles.Analysts said that while tokenization remains nascent and is unlikely to affect Broadridge in the near term, the company's valuation multiple could remain constrained as headlines and advancements about on-chain real-world assets remain.Morgan Stanley retained an equalweight rating on the stock, but lowered its price target to $169 from $213.Price: $149.49, Change: $-3.40, Percent Change: -2.22%

$BR

Wire56d ago

BofA Securities Raises Microchip Technology Price Target to $122 From $112, Maintains Buy Rating

Microchip Technology (MCHP) has an average rating of overweight and mean price target of $115.17, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $98.99, Change: $-2.59, Percent Change: -2.55%

$MCHP

Wire56d ago

Lamar Advertising's Revenue Guidance Looks Conservative, Morgan Stanley Says

Lamar Advertising's (LAMR) revenue guidance for the coming quarters may prove conservative as demand strengthens ahead of events such as the US midterm elections and the FIFA World Cup, Morgan Stanley said Friday in a report.Morgan Stanley boosted its 2026 revenue growth projection to 4.3% from 3.6%, citing strong Q1 results and expectations for a more robust political tailwind.Lamar is already 75% booked toward its full-year revenue goal, the highest level since before the pandemic, and Q1 results were solid across national, local and programmatic advertising, the report said.Morgan Stanley boosted its price target on Lamar stock to $160 from $145 with an equal-weight rating.Price: $154.97, Change: $+3.78, Percent Change: +2.50%

$LAMR

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