Comcast CorpCMCSA
▼ ネガティブ資本関連度
KeyBanc downgraded Comcast to Underweight with an $18 price target, expecting domestic broadband net losses to widen to 665,000 in 2027.
資産への影響 10
Cloud & Digital Infrastructure
Comcast Corp
Twilio IncTWLO
▼ ネガティブ資本関連度
HSBC downgraded Twilio to Reduce from Hold.
Artificial Intelligence
CoreWeave, Inc. Class A Common StockCRWV
▲ ポジティブ資本関連度
J.P. Morgan upgraded CoreWeave to Overweight and lifted its price target to $125, citing favorable compute pricing and premium short-term contracts.
Microsoft CorporationMSFT
▲ ポジティブ資本関連度
Stifel upgraded Microsoft to Buy and raised its price target to $575, citing confidence in sustaining mid-to-upper-teens revenue growth.
Consumer Discretionary
Nike IncNKE
▼ ネガティブ資本関連度
Bank of America downgraded Nike to Underperform and cut its price target to $30 from $47, lowering EPS estimates as the turnaround takes longer.
Energy Transition & Power Demand
PG&E CorpPCG
▼ ネガティブ資本関連度
UBS downgraded PG&E to Neutral and cut its price target to $14 from $19, lowering long-term EPS growth forecast as the wildfire liability reform catalyst fades.
Semiconductors
Sandisk CorpSNDK
▲ ポジティブ資本関連度
Rosenblatt initiated SanDisk at Buy with a $2,400 price target, an analyst valuation call.
Financials
Digital Finance & Tokenization
Spatial Computing / AR/VR
