KeyBanc

Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases
UiPath 'Story Remains A Work In Progress': Analysts Want To See More After Q3 Results, 'Sustained Execution Remains Key'
Nvidia Q3 Earnings Preview: Analysts Expect 'Beat-N-Raise On Continued Data Center Strength'

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AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
AMD analysts size up Q3 results and the disappointing Q4 guidance and what it means in a battle for market share with Nvidia.
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
Analysts see strength in Alphabet's cloud, search and YouTube businesses and believe spending on AI is beginning to pay off.
McDonald's Q3 Earnings Preview: Trump Visit, E. Coli Outbreak In Focus, Analysts Highlight Global Scale, Franchise Strength
McDonald's reports Q3 financial results Tuesday before market open. Most attention from investors and analysts will be on E. Coli outbreak commentary.
McDonald's 'Well Positioned To Contain' E. Coli Outbreak: Analysts Say Impact Minimal Vs. Chipotle's 2015 Case
Analysts predict a minimal impact to McDonald's financials and stock price after the recent E. coli outbreak.
Netflix 'Should Continue To Outperform': 6 Analysts On Streaming Stock's Q3 Earnings
Netflix's Q3 results, guidance and price increase catalyst have analysts excited for the fourth quarter and 2025, with price target increases coming Friday.
Trump, Harris Consider Joe Rogan Podcast: Could Spotify Ride 2024 Election Wave? Analyst Says Company In 'Sweet Spot Of Growth'
Spotify stock could benefit from appearances by Vice President Kamala Harris or Donald Trump on The Joe Rogan Experience Podcast.
Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
A new Firefly video product and a change to revenue guidance are the highlights most discussed by analysts from Adobe's MAX Creativity Conference.
Lululemon 'Fresh And Unique,' Shows Promise Thanks To China Opportunity, Growth Push Say Analysts
Lululemon is focusing heavily on China in a push to grow international revenue. Analysts see the plan working after visiting stores in the region.
Netflix Stock Could Get Boost From NFL Games, 'Squid Game' Season 2: Analyst Says 'Content Catalysts' Begin In Q4
A Netflix analyst sees the company's future fourth quarter content slate and a price increase as the catalysts to watch and third quarter earnings having a minimal impact.
Nike CEO Announcement 'Icing On The Cake' For Bulls: 8 Analysts React To Elliot Hill's Ascension
Nike analysts react to the news that Elliot Hill is replacing John Donahoe as the company's CEO.
Apple Analysts Mixed After Glowtime Event: iPhone 16 Could 'Drive Upgrades,' But 'Next Year Will Be Better'
With the Apple Glowtime event behind, analysts point to pre-order figures and supply chain checks as the next catalysts for the technology giant.
Broadcom Analysts Highlight Long-Term Potential: 'High-Quality AI Franchise' Could Provide Upside In 2025
Broadcom analysts remain bullish on the future of the company with a strong AI product and the potential recovery of its non-AI products.
Walmart Stock 'One Of The Most Compelling' Retail Investments: 7 Analysts Highlight Market Share Gains
Walmart stock draws praise from analysts after second-quarter results show market share gains across different consumer income levels.
Chipotle CEO Brian Niccol Jumps Ship To Starbucks, 6 Analysts Weigh Implications: 'Undeniable Victory'
The surprise departure of Chipotle Mexican Grill chairman and CEO Brian Niccol has sent shockwaves across the restaurant industry. Analysts seem to agree that Starbucks is the clear winner, but Chipotle remains in good hands.
Meta Platforms 'In Rarified Air' With Scale, Growth, Profitability: 12 Analysts Size Up Q2 Results, How 'Zuck Won AI Bingo Before The Game Started'
Meta Platforms beat estimates in the second quarter and announced Q3 guidance ahead of estimates. Here's what 12 analysts are saying about the Q2 results and what's next.
Nike Analysts Sour On Retailer's Short-Term Prospects Following Poor Outlook: 'No Quick Rebound'
Nike shares plummet after weak revenue numbers and lowered guidance. Analysts have mixed opinions, with some seeing a long-term play and others disappointed by lifestyle category trends.
7 Apple Analysts Mixed On WWDC 2024: iPhone Upgrade Cycle Coming, But When?
Analysts are mixed on the WWDC 2024 event from Apple. The new AI features will lead to iPhone upgrades for consumers, but analysts question if the upgrades will happen right away.
Robinhood Analysts 'Pleasantly Surprised' By Crypto Volume, Q2 Start: 'We See A Number Of Reasons To Be Positive'
Analysts react to the Q1 financial results from Robinhood and the early Q2 results.
Airbnb Q1 Earnings Preview: Analysts Expect 'Resilient Travel Demand'
Airbnb analyst estimates and key items to watch for Q1 financial results.
7 Apple Analysts Size Up Q2 Results: Artificial Intelligence 'A Major Upgrade Cycle Within Product Categories Such As The iPhone'
Analysts point to the strength of Apple's Services segment in the Q2. Analysts are mixed on iPhone results in China and the AI efforts from the company.
5 Qualcomm Analysts Highlight Q2 Results, Q3 Guidance: 'Solid Beat And Raise Amid Carnage Elsewhere In Smartphone Land'
Qualcomm's second quarter financial results are sized up by analysts along with the company's Q3 guidance.
AMD Falls On Q1 Earnings, Q2 Guidance: Why '1,000% Growth' From AI Stock Is Not Enough For Investors
AMD raised its guidance for AI segment growth, but it wasn't enough to send shares higher after Q1 results. Analysts size up the results and guidance.
Paramount Could Be Worth $4 Or $14 Per Share In Deal, Analyst Says: 'We Prefer To Sit This One Out'
A short earnings call and lack of updates from Paramount has analysts questioning what's next and encouraging caution to investors.
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