BofA Securities

Meetings with Yum! Brands Inc's (NYSE:YUM) top management and store tours indicate that KFC can "thrive" in competitive markets and that it has a long runway for same-store sales growth and units, according to BofA Securities analyst Sara Senatore The Yum! Brands Analyst: Senatore maintained a...

While Leidos Holdings Inc (NYSE:LDOS) has a strong defense portfolio well aligned with the U.S. Department of Defense's priorities, the impact is offset by intensifying pressure across the "once blooming" health care portfolio, according BofA Securities. • Why are LDOS shares at support? The...

Jazz Pharmaceuticals PLC's (NASDAQ:JAZZ) revenue growth and stock valuation is being driven by the adoption of Ziihera as a first-line (1L) treatment of HER2-positive (HER2+) metastatic gastroesophageal adenocarcinoma (GEA), according to BofA Securities. • Jazz Pharmaceuticals stock is...

J.M. Smucker Co (NYSE:SJM) is likely to continue outperforming center store food peers as the company is "executing where peers struggle," with further upside from potential Hostess divestiture, according to Bank of America analyst Peter Galbo The J.M. Smucker Analyst: On the heels of its fiscal...

A clean split has opened up inside enterprise software this year. Most of the group is sliding. A small cluster of names is soaring. And Bank of America thinks the gap is only going to widen. • Datadog stock is trading near recent highs. What’s next for DDOG stock? The five stocks...

Oracle Corp (NYSE:ORCL) is scheduled to report its fourth quarter results for fiscal 2026 on Wednesday, June 10. The results are likely to show Cloud growth inflection, with incremental data center capacity coming online, according to BofA Securities. The Oracle Analyst: Analyst Tal Liani...

Last week, Walmart Inc (NASDAQ:WMT) hosted the Walmart Associates and Shareholders Meeting in Fayetteville, Arkansas. Here are some key analyst takeaways from the event: BofA Securities analyst Christopher Nardone reiterated a Buy rating and price target of $144. BTIG analyst Robert Drbul...

Shares of FedEx Corp (NYSE:FDX) are falling on Tuesday, after the spin-off of FedEx Freight Holding Company Inc (NYSE:FDXF). The independent public company is now the largest less-than-truckload (LTL) provider in North America. BofA Securities analyst Ken Hoexter maintained a Buy rating on FedEx,...

Shares of Agilent Technologies Inc (NYSE:A) traded higher on Thursday, after the company reported upbeat fiscal first-quarter results. Here are the key analyst insights: BofA Securities analyst Michael Ryskin upgraded the rating from Neutral to Buy, while cutting the price target from $150 to $145...

Shares of Marvell Technology Inc (NASDAQ:MRVL) fell in early trading on Thursday, despite the company’s upbeat first-quarter report. Here are the key analyst insights: Rosenblatt Securities analyst Kevin Cassidy reiterated a Buy rating, while raising the price target from $190 to $240. BofA...

Arm Holdings Plc (NASDAQ:ARM) stock moved higher on Thursday as investors continued chasing AI-driven semiconductor momentum, with bullish analyst forecasts and growing optimism around Arm’s expanding role in next-generation AI infrastructure supporting the stock’s rally. • ARM...

Intuit Inc. (NASDAQ:INTU) recently reported third-quarter results, announced a 17% workforce reduction, and issued a weaker-than-expected outlook. • What’s the outlook for INTU shares? Q3 Results Beat Estimates Intuit reported third-quarter revenue of $8.56 billion...

Apple Inc (NASDAQ:AAPL) seems poised to capture the "agentic smartphone opportunity," BofA Securities analyst Wamsi Mohan says. The Apple Analyst: Mohan reiterated a Buy rating and raised the price target from $330 to $380. The Apple Thesis: In an AI-driven world, the most valuable platform is one...

Shares of TJX Companies Inc (NYSE:TJX) tanked in early trading on Thursday, despite the company Monday reporting upbeat first-quarter results. Here are the key analyst insights: BTIG analyst Robert Drbul reiterated a Buy rating, while lifting the price target from $185 to $190. BofA Securities...

Shares of Target Corp (NYSE:TGT) edged lower in early trading on Thursday, despite the company Monday reporting upbeat first-quarter results. Here are the key analyst insights: BofA Securities analyst Christopher Nardone maintained an Underperform rating and price target of $110. JPMorgan analyst...