BofA Securities

Shares of Applied Materials Inc (NASDAQ:AMAT)were trading lower on Friday, even after the company reported upbeat fiscal second-quarter results on Thursday. Here are the key analyst insights: BofA Securities analyst Vivek Arya maintained a Buy rating, while raising the price target from $465 to $...

Shares of Cisco Systems Inc (NASDAQ:CSCO) surged in early trading on Thursday, after the company reported upbeat third-quarter results on Wednesday. Here are the key analyst insights: BofA Securities analyst Tal Liani maintained a Buy rating, while raising the price target from $95 to $114....

Akamai Technologies Inc. (NASDAQ:AKAM) shares were trending on Wednesday. Last week, the cybersecurity and cloud computing company announced first-quarter financial results topping analyst estimates. • Akamai Technologies stock is at critical resistance. Why is AKAM stock...

Shares of Block Inc (NYSE:XYZ) slipped in early trading this morning after climbing last week on a blowout first-quarter report. The company delivered a strong beat-and-raise quarter, amid macro noise and investor skepticism around the recent layoffs, according to BofA Securities. The Block Analyst...

Shares of Datadog Inc (NASDAQ:DDOG) rallied in early trading on Thursday after the company reported upbeat first-quarter results. Here are the key analyst insights: Guggenheim Securities analyst Howard Ma maintained a Buy rating, while raising the price target from $175 to $225. KeyBanc Capital...

Seagate Technology Holdings (NASDAQ:STX) is drawing bullish calls from analysts after strong quarterly results and an improving AI-driven demand outlook, with both Rosenblatt and BofA Securities raising their price targets. • Seagate Technology stock is challenging resistance. Why did STX hit...

Shares of Coca-Cola Co (NYSE:KO) spiked in early trading on Tuesday, after the company Monday reported upbeat first-quarter results. The company delivered an earnings beat on the back of better-than-expected organic sales, according to BofA Securities. The Coca-Cola Analyst: Analyst Peter Galbo...

BofA Securities is doubling down on NVIDIA Corp. (NASDAQ:NVDA), reiterating its Buy rating and $300 price objective — implying roughly 43% upside from Monday’s $210 level. The analysts argued that the next leg higher won’t be driven by another AI product cycle, but by something far...

Shares of American Express Co (NYSE:AXP) tanked in early trading on Friday, after the company on Thursday reported its first-quarter results. Here are the key analyst insights: BofA Securities analyst Mihir Bhatia maintained a Buy rating, while raising the price target from $381 to $387. BTIG...

Shares of Intel Corp (NASDAQ:INTC) rallied in early trading on Friday, after the company on Thursday reported upbeat first-quarter results. Here are the key analyst insights: BofA Securities analyst Vivek Arya maintained an Underperform rating, while raising the price target from $48 to $56....

A 95-year-old Texas chipmaker better known for classroom calculators than silicon wafers for hyperscalers just posted its third-biggest single-day gain since going public. • What’s going on TXN shares? Texas Instruments Inc. (NASDAQ:TXN) jumped 19.4% on Thursday after first-...

BofA Securities analyst Omar Dessouky reiterated a Buy rating and a $705 price forecast for AppLovin Corp (NYSE:APP) in a note released on Monday. The firm identifies e-commerce as the primary “swing factor” for the company. AppLovin is scheduled to report first-quarter earnings on May...

Microsoft Corp (NASDAQ:MSFT) remains well-positioned for AI-driven growth, but near-term stock movement hinges on Azure performance and Copilot adoption, according to a BofA Securities analyst. • Microsoft stock is building positive momentum. Why is MSFT stock trading higher? Azure Growth...

Billionaire Michael Dell and his wife, Susan, were among the supporters of the Trump Accounts for children to get an early start on their savings. While the Dells gave away $6.25 billion in late 2025, the Dell Technologies (NYSE:DELL) CEO is enjoying a nice boost to his net worth in 2026. •...

BofA Securities analyst Tal Liani raised price targets for CoreWeave Inc (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS) to reflect strong AI compute demand. The Ratings and Price Targets: The analyst has Buy ratings on both companies. He raised the price target for CoreWeave from $100 to $120 and...