Fears about the AI trade and higher oil prices are weighing on global markets, but analysts tracked by TipRanks still see growth potential in three stocks. Morgan Stanley's Erin Wright reiterated a buy on UnitedHealth with a $529 price target after a Q3 2026 beat and raise, lifting her 2026 EPS estimate to $20.65 and 2027 to $23.24. Guggenheim's Michael Morris kept a buy on Meta and raised his target to $850 from $700, citing Muse reaching 1.3 million daily active users in five weeks, though this is under 0.05% of Meta's 3.6 billion daily active users. Stifel's Tore Svanberg reiterated a buy on Marvell with a $370 target after its Investor Day raised its TAM estimate to $400 billion by 2030 and pointed to a $30 billion FY31 Custom revenue target. Svanberg expects Marvell's XPU Attach business to grow substantially, leading to a more balanced XPU and XPU Attach revenue mix.
Summary written by Upside AI from the original article. Read the source for full details.
Keywords
Wall Streetanalystsinvestment recommendations
Open a keyword to see other news on the same topic.
Related news
- The AI Boom Is Entering a New Phase: 2 Stocks to Buy Now, According to Wall Street Analysts
Morgan Stanley believes the AI trade will broaden from chipmakers and infrastructure to software firms and businesses that use AI to cut costs. Amazon (AMZN) is using AI and robotics to improve retail efficiency, and its trailing-12-month operating margin rose more than 3 percentage points over two years to 12.1%; Morgan Stanley expects it to reach 17% by 2028. Datadog (DDOG) reported second-quarter revenue up 36% to $1.1 billion and non-GAAP earnings up 41% to $0.65 per diluted share, and raised its full-year revenue growth guidance to 30%. However, with the stock at 104 times adjusted earnings, the author considers its valuation rich and Datadog a risky investment.
- Just 26% of Wall Street Analysts Rate Nike a Buy. Is It Time to Be Greedy While Others are Fearful?
Nike's stock has fallen more than 50% since Elliott Hill replaced John Donahoe as CEO in late 2024, and only 11 of 43 analysts rate it a buy. Sales fell 4% year over year last quarter, and Greater China sales dropped 26% in the first quarter, while rivals On and Decker Outdoor's Hoka reported strong momentum in China. Nike's new Pace plan targets $2.5 billion in cost savings, but most will not arrive for two or three years. Gross margin rose 60 basis points to 42.8% but remains below 45.4% a couple of years ago while competitors' margins improved, so the article suggests waiting to see whether Pace restores growth rather than buying now.
- Agentic AI Could Push This Trillion-Dollar Chipmaker to New Heights, According to Wall Street Analysts
The article argues that agentic AI needs more computing power than standard chatbots, and that orchestrating models is best handled by CPUs, where AMD has led the data center CPU market since overtaking Intel in 2024. AMD recently released Helion, a CPU-only rack for agentic AI infrastructure, and Meta has a deal with AMD covering GPUs, CPUs and rack-scale systems. BNP Paribas raised its price target to $960, almost 60% above the $606 price, while Citigroup set $800 and Mizuho set $705. The stock is up 180% this year, its market cap is above $1 trillion, and it trades at about 77 times forward earnings, though the article notes expectations are already high and investors should do their own research.
- CRH analysts play catch - up as Wall Street braces for rare earnings miss – The Irish Times
CRH shares rose more than 40% from the start of CEO Jim Mintern's tenure to an all-time high of $131.55 in early January, but have since slumped 40% to a low of $78.60 on Wednesday on the NYSE. Analysts have cut forecasts as the Middle East crisis drove up fuel costs, energy costs rose more than 17% in the second quarter, and higher mortgage rates weighed on US house building. Truist's Keith Hughes now sees EBITDA at $7.87 billion and Goodbody's Shane Carberry at $7.99 billion, both below CRH's own guidance of $8.1 to $8.5 billion. Most analysts still expect CRH to reach the lower end of that guidance, possibly helped by acquisitions, ahead of results due on October 29.
- These 2 Stocks Have Run Circles Around the Magnificent Seven This Year, and Wall Street Says There Is More Upside Ahead
The article compares two lesser-known stocks, Revolution Medicines (RVMD) and Oruka Therapeutics (ORKA), which have both more than doubled this year and outpaced the Magnificent Seven. Revolution Medicines earned approval this year for Rasonque in metastatic pancreatic cancer, with a Phase 3 median overall survival of 13.2 months versus 6.7 months for cytotoxic chemotherapy, and some analysts project $20.8 billion in total peak revenue. Its average price target of $259.14 implies 35.7% upside, which the author considers too optimistic. Oruka has no approved medicine; its lead candidate ORKA-001, for plaque psoriasis, is in Phase 2a with encouraging results and could be dosed once or twice a year, while its $155 average target implies 95% upside. The author views Oruka as riskier than Revolution Medicines because ORKA-001 has not yet started Phase 3 trials.
- Here Are Friday's Top Wall Street Analyst Research Calls: Barrick Mining, Brinker International, Constellation Energy, Equifax, Fox Corporation, JPMorgan Chase, Klaviyo, Toll Brothers, Workday, and More
Bonds staged one of their biggest one-day rallies in years as safe-haven demand and short covering drove the 10-year yield down 10 basis points to 5.09%, and all major indices closed higher, with the Russell 2000 up 1.38%. The article also lists the day's analyst moves, including upgrades for Fox Corporation to Buy at Bank of America with an $85 target and JPMorgan Chase to Buy at Freedom Broker with a $370 target. Downgrades included Barrick Mining to Neutral at CIBC with a $49 target and Klaviyo to Neutral at Goldman Sachs with a $20 target. New coverage included Constellation Energy at Outperform (CIBC, $358 target) and Toll Brothers at Buy (StoneX, $165 target).
Related markets
Latest news
- A bank stock unexpectedly drew nearly 300 billion VND in net buying from securities firms' proprietary desks early this week
On 19/10, the VN-Index fell 16.07 points (-0.94%) to 1,689.84, with selling pressure intensifying in the afternoon session. Securities firms' proprietary trading net bought 275 billion VND on HoSE, led by CTG at 230 billion VND, followed by KBC (134 billion), VPB (133 billion) and MSN (45 billion). On the other side, proprietary desks net sold the most of ACB at 221 billion VND and FRT at 144 billion VND.
- BingX, YouHodler added to ESMA MiCA register in latest update
ESMA's latest MiCA register update added nine crypto-asset service providers (CASPs), bringing the total to 375 unique providers, including BingX's Austrian entity MEGE zweite and the Italian subsidiary of YouHodler. Other additions were Spain's Prakma Markets, Openbank Deutschland (a unit of Banco Santander) and two German cooperative lenders, while Denmark's Penning Financial Services is no longer listed. The EMT register stayed at 50 entries for 25 unique entities, the ART register remained empty, and the non-compliant NCASP register rose by five entries to 178. BingX's EU CEO Daniel Lai said the authorization lets the company operate under a clear regulatory framework as it prepares to launch regulated services across the European Economic Area.
- JPMorgan's JPM Coin, representing dollar deposits, is coming to Ethereum: Bloomberg
JPMorgan will make JPM Coin, a token representing its dollar deposits, available to institutional clients on Ethereum, according to Bloomberg. The bank says Ethereum's liquidity makes it attractive to crypto companies seeking blockchain payments and to financial firms settling trades or backing tokenized assets. The move extends JPMorgan's blockchain work beyond Base and its private Kinexys network, which processes more than $7 billion daily. The bank did not say when the token will go live on Ethereum. Meanwhile, JPMorgan is among US banks planning a shared tokenized deposit network, but it was not on Swift's list of 17 banks preparing live transactions on its blockchain ledger in July.
- Cerrado Gold Reports 21% Year-Over-Year Increase in Q3 2026 Production Results at Minera Don Nicolas
Cerrado Gold reported Q3 2026 production of 16,685 GEO at the Minera Don Nicolas (MDN) mine in Santa Cruz Province, Argentina, up 21% from 13,832 GEO in Q3 2025. Year-to-date output reached 44,942 GEO, up 23% from 36,432 GEO in the comparable 2025 period. Heap leach output held steady at 9,649 GEO, while CIL output rose to 7,036 GEO as higher-grade Calandrias material, generally above 2.5 g/t gold, was routed to the Martinetas mill. Laboratory tests on selected material showed gold recoveries of up to 95%, versus about 60% expected from heap leaching, and the company now expects full-year 2026 production at the upper end of its 50,000 to 60,000 GEO guidance while targeting a new PEA by late Q1 2027.
- Prediction: Microsoft Stock Is Going to Soar After Oct. 28
The article argues that recent market volatility stems from doubts about the sustainability of AI infrastructure spending, making Microsoft's upcoming earnings report critical. Microsoft reports fiscal 2027 first-quarter results on Oct. 28, focusing on Azure and Copilot; Copilot 365 licenses reached 30 million as of June 30, up 50% from three months earlier, yet remain small against more than 400 million 365 licenses. Azure carries $678 billion in remaining performance obligations (RPO), and its revenue growth accelerated to 43% in the final quarter of fiscal 2026. The author cites a forward P/E of 27.3 as evidence of attractive valuation, but warns that OpenAI has committed over $300 billion to Azure without currently having that money. The author suggests investors may manage risk by keeping a small position size.
- Is Visa Stock Still a Buy After Gaining 14% This Year?
Visa shares hit an all-time high of $401, up about 12% over the past two weeks from $359 at the end of September and up 14% year to date. Key catalysts include approval from the People's Bank of China to set up a bankcard clearing institution in China and the move of Visa Direct's stablecoin to commercial deployment on Oct. 15. Baird and BMO Capital both raised their price targets. Visa reports fiscal fourth-quarter earnings on Oct. 27 and has raised its dividend every year since 2009, last year by 14% to $0.67 per share. The author still considers the stock a buy ahead of earnings, citing a forward P/E of 24.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.