BofA Securities

Uber Technologies Inc (NYSE:UBER) Thursday announced a multi-year strategic partnership with Lucid Group Inc (NASDAQ:LCID) and self-driving software maker Nuro to add more than 20,000 autonomous vehicles (AVs) to the Uber platform over the next six years. BofA Securities analyst Justin Post...

Dell Technologies Inc's (NYSE:DELL) expanding AI capabilities attract price target updates by these analysts. Goldman Sachs analyst Michael Ng maintained a Buy rating, while raising the price target from $130 to $140. BofA Securities analyst Wamsi Mohan reiterated a Buy rating, while lifting the...

Shares of Johnson & Johnson (NYSE:JNJ) are under pressure Thursday, despite a strong second-quarter earnings report. Here are some key analyst takeaways. BofA Securities analyst Tim Anderson reiterated a Neutral rating, while raising the price target from $161 to $175. Guggenheim Securities...

Shares of United Airlines Holdings Inc (NASDAQ:UAL) rallied in early trading on Thursday, after the company reported upbeat second-quarter earnings. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities analyst Andrew Didora reiterated a Buy...

BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects artificial intelligence to drive most of the revenue growth in the server market over the next six years....

BofA Securities analyst Justin Post maintained a Buy rating on Uber Technologies (NYSE:UBER) and increased the price target from $97 to $115 on Tuesday. Uber remains a top pick for 2025 for Post. The price boost reflects Meta Platforms Inc (NASDAQ:META), Amazon.com Inc (NASDAQ:AMZN), Netflix Inc (...

BofA Securities analyst Michael J. Funk reinstated coverage with a Buy rating on T-Mobile US Inc (NASDAQ:TMUS) and separate company notes. The telecom industry is often viewed as homogeneous. Still, Funk noted that AT&T (NYSE:T), rated as a Buy with a price target of $32; T-Mobile, rated...

BofAmerica Securities analyst Koji Ikeda maintained Datadog Inc (NASDAQ:DDOG) with a Buy and raised the price target from $150 to $175 on Monday. The S&P Dow Jones Indices announced on July 2, 2025, that software vendor Datadog was joining the S&P 500, effective July 9, 2025...

Bank of America Securities analyst Jessica Reif Ehrlich maintained a Buy rating on Warner Bros. Discovery (NASDAQ:WBD) with a price target of $16, up from $14 on Tuesday. Ehrlich anticipated that WBD’s second-quarter earnings would reflect a strong quarter at the box office, offset by...

Hewlett Packard Enterprise Co (NYSE:HPE) has reached a settlement with the Department of Justice around the acquisition of Juniper Networks Inc (NYSE:JNPR) and is likely to focus on getting "the deal done as quickly as possible," according to BofA Securities. The Hewlett Packard Enterprise Analyst...

Crocs Inc's (NASDAQ:CROX) management is likely focusing on keeping inventory clean against a softer wholesale backdrop, rather than trying to meet sales targets, in order to help protect margins, according to Bank of America Securities. The Crocs Analyst: Analyst Christopher Nardone maintained a...

Shares of Nike Inc. (NYSE:NKE) rallied during Friday’s trading session after the company reported upbeat fiscal fourth-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Nike Analyst Lorraine Hutchinson...

Shares of FedEx Corp (NYSE:FDX) were down Wednesday, despite the company reporting upbeat fiscal fourth-quarter results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On FedEx Analyst Ken Hoexter reiterated a Buy rating,...

Shares of KB Home (NYSE:KBH) traded higher on Tuesday after the company reported upbeat fiscal second-quarter revenues a day earlier. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On KB Home Analyst Rafe Jadrosich maintained a Buy...

BofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc (NASDAQ:AAPL) with a price target of $235 on Tuesday. The rerating reflected strong capital returns, AI leadership and optionality from new products or markets. Mohan said media articles indicated Apple’s plans to either...