Latest news with #TD_Cowen
Yahoo
04-07-2025
- Business
- Yahoo
Oracle price target raised to ‘Street high' $275 at TD Cowen
TD Cowen raised the firm's price target on Oracle (ORCL) to $275 from $250 and keeps a Buy rating on the shares, noting that the firm's new target is 'a Street high.' Bloomberg reported that OpenAI, via Stargate, has expanded its deal with Oracle for an additional 4.5GW of U.S. data center capacity, providing greater context around the 8-K released on Monday, in which Safra Catz referenced a large deal but didn't specify the customer. The firm contends that the news 'points to some real bull case / blue sky scenarios' for revenue growth and it now believes that FY29 revenue could be about $150B, versus guidance of $104B. Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on ORCL: Disclaimer & DisclosureReport an Issue Oracle Stock (ORCL) Soars as OpenAI Commits More to Stargate Infrastructure 'Oracle Will Likely Need to Raise Capital,' Says Five-Star BMO Analyst OpenAI expands Stargate deal with Oracle, Bloomberg reports Oracle's Strategic Moves and Cloud Growth Drive Buy Rating Oracle price target raised to $245 from $235 at BMO Capital
Yahoo
07-06-2025
- Business
- Yahoo
TD Cowen Affirms Buy Rating on American Tower (AMT) with $241 PT, Citing Solid Demand
On June 5, TD Cowen analysts maintained a Buy recommendation on American Tower Corporation (NYSE:AMT) with a target price of $241, far surpassing present trading levels. The firm reiterated its confidence in AMT's growth trajectory, noting robust enterprise demand despite ongoing macroeconomic headwinds. A wide angled view of a high-rise office building, the windows reflecting a nearby cityscape. TD Cowen analysts observed that initial talks on tower densification have started, and demand for GenAI inference fiber might arise sooner than expected. American Tower Corporation (NYSE:AMT) management upheld its 2025 US leasing target of $165-170 million and signaled confidence in a 5% long-term growth rate. American Tower forecasts roughly 4.3% in organic growth this year, with an expected boost to 5% in the coming years to fulfill its long-term growth objective. Management also projects a reduction in churn to the lower end of its average prior range of 1-2% as the last phase of Sprint churn finishes in Q3 of 2025. AMT's management pointed out solid enterprise demand, commenting that average customers are now using their individual inference models. This transition from depending on hyperscalers to businesses managing their models presents considerable growth prospects because of the vast number of enterprise customers. American Tower Corporation (NYSE:AMT) is one of the world's largest real estate investment trusts, known for owning and operating a major network of communications real estate. While we acknowledge the potential of AMT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: and. Disclosure: None.
Yahoo
07-06-2025
- Business
- Yahoo
TD Cowen Affirms Hold Rating on McDonald's (MCD) with a $305 Price Target
On June 5, TD Cowen maintained a Hold rating on McDonald's Corporation (NYSE:MCD) with a $305 price target. This decision came after insights from experts from the quick service industry, which resulted in forecasts of a 2.8% boost in US same-store sales for Q2 2025. The analysts expect MCD shares to range from $305 to $320, noting the robust dividend record of consistently increasing dividends for 49 years. A cook in a busy kitchen assembling cheeseburgers for orders. Industry professionals are optimistic about the sales environment in the latter half of 2025. The outlook is primarily supported by potentially favorable comparisons and the expected success of the McCrispy Strips, seen as the brand's most notable menu upgrade this year. Despite the promising outlook, TD Cowen analysts were guarded about the mass rollout of CosMc's beverages to McDonald's core brand in 2025. However, they observed the significance of going live with cold brew coffee, which is simple to make and needs minimal customization. According to TD Cowen, McDonald's Corporation (NYSE:MCD) shows signs of upcoming growth, but a more reliable sales trajectory is essential to break out of its present trading range. While we acknowledge the potential of MCD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ MORE: and . Disclosure: None.
Yahoo
31-05-2025
- Business
- Yahoo
Marvell price target raised to $70 from $60 at TD Cowen
TD Cowen raised the firm's price target on Marvell (MRVL) to $70 from $60 and keeps a Buy rating on the shares. The firm said an in-line print/guide with strong language on 3nm engagement with Amazon (AMZN), but 'multiple paths' commentary is likely to continue to concern investors who will be hoping for more detail at the June AI webinar. Long-term momentum is there, but lack of 'upside' in a strong spending environment, and inherent limited visibility in custom is likely to keep the stock a battleground. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on MRVL: Disclaimer & DisclosureReport an Issue Marvell price target lowered to $90 from $110 at Raymond James Marvell price target lowered to $90 from $110 at Loop Capital Marvell price target lowered to $85 from $95 at Piper Sandler Marvell Technology: Strong Buy Rating Backed by AI-Driven Growth and Strategic Collaborations Marvell's Promising Growth Prospects and Strategic Engagements Justify Buy Rating
Yahoo
31-05-2025
- Business
- Yahoo
UiPath price target raised to $15 from $12 at TD Cowen
TD Cowen raised the firm's price target on UiPath (PATH) to $15 from $12 and keeps a Hold rating on the shares. The firm said its 1Q performance exceeded expectations while 2Q and revised FY26 outlooks are above Street with revenue and EBIT reflecting healthy outperformance and ARR slightly higher, while adjusted FCF was affirmed. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on PATH: Disclaimer & DisclosureReport an Issue UiPath price target raised to $15 from $13 at RBC Capital UiPath: Balancing Optimism and Caution Amid Economic Uncertainty UiPath's Growth Challenges Amid Strong Revenue Performance: Analyst Maintains Hold Rating UiPath's Promising AI Growth and Market Challenges Lead to Hold Rating UiPath price target raised to $14 from $12 at Barclays Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
