BofA Securities

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...

BofA Securities analyst Andrew Obin hosted investor meetings at the Paris Air Show with Honeywell International (NASDAQ:HON), Eaton Corp (NYSE:ETN), Parker-Hannifin Corp (NYSE:PH), Ametek Inc (NYSE:AME), and ITT Inc (NYSE:ITT). All the companies the analyst met with were bullish on increased...

BofA Securities analyst Wamsi Mohan initiated coverage on SanDisk (NASDAQ:SNDK) with a Buy rating and a price target of $61 on Wednesday. Mohan noted that SanDisk is a leading developer and manufacturer of data storage devices based on NAND flash technology. The rerating reflected: •...

BofA Securities analyst Jessica Reif Ehrlich maintained a Buy on Warner Bros. Discovery (NASDAQ:WBD) with a price target of $14 on Monday. Ehrlich noted that Warner Bros has a compelling assortment of assets. The company’s upcoming catalysts included easing Studio comparisons, potential...

As tariff concerns mount, BofA Securities highlights rising caution across specialty retail and department store stocks despite solid first quarter earnings. BofA Securities notes that most specialty retail and department store stocks appear to have priced in the current 10% universal and 30% China...

BofA Securities analyst Mihir Bhatia said the U.S. premium credit card market is highly lucrative and one of the most competitive card markets in the world. The analyst surveyed 2,555 individuals to gain insights into how they view premium credit card brands, what rewards are most valuable and how...

Shares of Lululemon Athletica Inc. (NASDAQ:LULU) were trading sharply lower on Friday despite the company’s upbeat first-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Truist Securities On Lululemon Athletica Analyst...

Dollar General Corp. (NYSE:DG) shares traded under pressure on Wednesday morning, despite reporting on Tuesday that it had achieved healthy same-store sales growth. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Dollar General Analyst...

Shares of CrowdStrike Holdings Inc. (NASDAQ:CRWD) were trading lower on Wednesday after the company reported disappointing quarterly results on Tuesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On CrowdStrike Analyst Tal Liani...

BofA Securities analyst Michael Feniger maintained a Buy rating on Caterpillar Inc. (NYSE:CAT) with a price forecast of $385. On Monday, the analyst held an event featuring Caterpillar Group President of Construction Industries Tony Fassino. Feniger writes that despite ongoing uncertainties...

Shares of Dick’s Sporting Goods Inc. (NYSE:DKS) rose in early trading on Thursday despite the company reporting an earnings miss for the first quarter on Wednesday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Dick’s Sporting...

Shares of Salesforce Inc (NYSE:CRM) tanked in early trading on Thursday, despite the company Wednesday reporting strong first-quarter results. Here are some key analyst takeaways. Goldman Sachs analyst Kash Rangan reaffirmed a Buy rating, while lifting the price target from $340 to $385. Needham...

BofA Securities analyst Robert F. Ohmes reiterated the Buy rating on Dollar General Corp (NYSE:DG), raising the price forecast from $100 to $115. On June 3, the company plans to release its financial results for the fiscal 2025 first quarter, which ended May 2. Ohmes projects Dollar General will...

Workday Inc (NASDAQ:WDAY) tanked after the company on Thursday reported its fiscal first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Workday Analyst Jason Celino reiterated an Overweight rating, while...

BofA Securities analyst Ebrahim H. Poonawala on Monday noted bank stocks have staged a significant rebound versus April lows, led by global systemically important banks (G-SIBs), money center, investment banks and trust banks. It is unclear to Poonawala whether customer activity during the second...