Micron's stock surged over 10% after Bernstein analyst Mark Li raised his price target to $330, citing strong Q1 earnings with record revenue and margins, and optimistic forecasts for rising DRAM prices throughout 2026 driven by AI demand and data center growth.
ASML shares rose about 4% after Aletheia Capital upgraded the stock to Buy, citing strong demand driven by expanding semiconductor factories, increased orders for EUV lithography tools used in AI and high-performance computing, and expectations of higher earnings in 2026 and 2027 due to increased chip manufacturing capacity, especially from TSMC.
Rivian's stock surged 7.2% following positive analyst actions, including a significant price target increase from Wedbush, driven by optimism about its new lower-priced R2 model and overall market confidence, despite recent volatility and broader EV market concerns.
Nike's stock is expected to recover with a 'swoosh'-shaped trajectory after a challenging period, as analysts see signs of a turnaround following better-than-expected quarterly results and improved sales momentum, despite some ongoing challenges in revenue and margins.
SoFi Technologies' stock rose by 3% following an analyst upgrade from Mizuho Financial Group, which increased its price target from $14 to $16 and maintained a Buy-equivalent Outperform rating. The upgrade was influenced by higher market multiples in the fintech sector and SoFi's efforts to reduce net charge-off rates. Despite the positive outlook from Mizuho, the stock has a consensus Hold rating among analysts, with an average price target suggesting potential downside risk.
Meta shares reached an intraday record after analysts raised their price targets, citing the company's increasing dominance in digital advertising. Jefferies and RBC Capital Markets both raised their price targets, with Jefferies stating that Meta has numerous strategic advantages and could capture 50% of incremental industry ad dollars this year. RBC highlighted Meta's market share gains compared to Google and suggested that Meta is benefiting from spending exiting TikTok. Despite a slight pullback, Meta's stock has surged about 45% this year after nearly tripling in 2023.
Meta stock and Amazon are both trading higher after a Wall Street analyst team raised their price targets for the companies. Jefferies raised its target price for Meta to 585 from 550 and for Amazon to 225 from 190, citing advantages in digital advertising and strategic investments in artificial intelligence. Meta stock is up over 3.5% and Amazon stock is up over 1%, with both companies approaching all-time highs.
Barclays analyst Kannan Venkateshwar upgraded Walt Disney stock to overweight with a $135 price target, citing potential 17% upside as the company improves its financial performance. Despite a proxy battle with activist investors, the analyst believes better-than-expected earnings results could support the stock's valuation. Disney aims to achieve $7.5 billion in cost savings and is investing in growth initiatives, with the stock still trading over 40% below its previous high, presenting potential for further upside.
Medical Properties Trust, a healthcare real estate investment trust (REIT), has received an "outperform" rating and a 35% price target increase from BNP Paribas analyst Nate Crossett, with other analysts also expressing positive outlooks. The company has made progress in raising liquidity and addressing financial challenges with its tenants, but uncertainties remain, including the stability of the dividend and the resolution of issues with its largest tenant, Steward. The stock's future performance is uncertain, making it a risky investment for all but the most aggressive investors.
Medical Properties Trust, a healthcare real estate investment trust (REIT), has faced challenges including slashed dividends and financial issues with key tenants. However, one analyst predicts a potential 35% increase in the stock price over the next 12 months, while others also see potential for rebound. The company has made progress in raising liquidity and addressing tenant financial challenges, but uncertainties remain, particularly regarding the stability of the dividend and the resolution of tenant issues. Investors are advised to carefully consider the risks before investing in the stock.
General Electric's recent investor day presentations for its upcoming spinoff, GE Vernova, and its remaining business, GE Aerospace, have garnered positive reception, leading to a JPMorgan analyst upgrading the stock's price target to $180 from $166. The upgrade reflects confidence in GE's management team, business model, and positioning within the cycle. With GE Vernova's power business showing cash-flow generation and growth opportunities in electrification and renewable energy, and GE Aerospace's stable business model, the company appears poised for success.
Plug Power stock surged 13.7% in early-morning trading following an analyst upgrade just ahead of the company's earnings announcement on March 1. Despite the positive outlook, the company still faces financial challenges and a going-concern warning issued in its third quarter. While an upgrade may drive stock prices higher, investors should exercise caution due to the company's ongoing funding needs and financial uncertainties.
Super Micro Computer stock jumped 5% after Northland Capital Markets analyst raised the price target by nearly 50% to $925 per share, citing the company's leadership in providing Gen AI rack scale servers and durable intellectual property. Despite the stock's tripled price and positive earnings estimates, caution is advised due to the high multiple to earnings, negative free cash flow, and the need for consistent positive free cash flow before considering investment.
UPS stock surged 4% after UBS upgraded it from neutral to buy, citing a bottom in UPS shares and potential for margin expansion and earnings growth from its cost reduction program. Despite UPS's cyclical nature, the company's move to cut costs has sparked hope for an upward climb in its stock. However, investors should consider other stock options, as United Parcel Service did not make the Motley Fool's list of top 10 stocks to buy.