BofA Downgrades Nike, Stifel Upgrades Microsoft in Week of Analyst Calls

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Summary · why it matters

Bank of America downgraded Nike to Underperform from Neutral, with analyst Lorraine Hutchinson cutting her price target to $30 from $47 and lowering fiscal 2027 and 2028 EPS estimates by 11% and 12% to $1.43 and $1.87, saying the turnaround is taking longer to materialize. Stifel upgraded Microsoft to Buy from Hold, with analyst Brad Reback raising his price target to $575 from $530 and citing confidence in sustaining mid-to-upper-teens revenue growth. J.P. Morgan upgraded CoreWeave to Overweight from Neutral and lifted its price target to $125 from $120, pointing to favorable compute pricing and a greater willingness to lean into short-term contracts at premium pricing. UBS downgraded PG&E to Neutral from Buy and cut its price target to $14 from $19, lowering its long-term EPS growth forecast to 8.5% from 9% as the wildfire liability reform catalyst fades. KeyBanc downgraded Comcast to Underweight with an $18 price target, expecting domestic broadband net losses to widen to 665,000 in 2027, while HSBC downgraded Twilio to Reduce from Hold and Rosenblatt initiated SanDisk at Buy with a $2,400 price target.

Impact on assets 10

Cloud & Digital Infrastructure▼ · 2 stocks
Comcast Corp
CMCSA
▼ NegativeCapitalrelevance

KeyBanc downgraded Comcast to Underweight with an $18 price target, expecting domestic broadband net losses to widen to 665,000 in 2027.

Twilio Inc
TWLO
▼ NegativeCapitalrelevance

HSBC downgraded Twilio to Reduce from Hold.

Artificial Intelligence▲ · 2 stocks
CoreWeave, Inc. Class A Common Stock
CRWV
▲ PositiveCapitalrelevance

J.P. Morgan upgraded CoreWeave to Overweight and lifted its price target to $125, citing favorable compute pricing and premium short-term contracts.

Microsoft Corporation
MSFT
▲ PositiveCapitalrelevance

Stifel upgraded Microsoft to Buy and raised its price target to $575, citing confidence in sustaining mid-to-upper-teens revenue growth.

Consumer Discretionary▼ · 1 stocks
Nike Inc
NKE
▼ NegativeCapitalrelevance

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▼ · 1 stocks
PG&E Corp
PCG
▼ NegativeCapitalrelevance

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▲ · 1 stocks
Sandisk Corp
SNDK
▲ PositiveCapitalrelevance

Rosenblatt initiated SanDisk at Buy with a $2,400 price target, an analyst valuation call.

Financials▲ · 1 stocks
Digital Finance & Tokenization▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks
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