Goldman Sachs raised its price target on Nvidia to $200 from $185, maintaining a buy rating. Analyst James Schneider expressed confidence in the chipmaker's performance against high investor expectations ahead of fiscal second-quarter results. Mizuho Securities suggested that Nvidia's stock dip post-earnings from competitors represents a buying opportunity. JPMorgan reaffirmed an outperform rating on Sunrun due to its strong second-quarter results. Bank of America increased its price target for MP Materials to $78, citing its exposure to rare earths. Morgan Stanley maintained an overweight rating on Apple, praising its investment commitment in the U.S.
Analyst James Schneider stated that even though investor expectations are high ahead of Nvidia's fiscal second-quarter results, the chipmaker should rise to the occasion.
JPMorgan reiterated an outperform rating on Sunrun, highlighting strong second-quarter results with EPS of $1.07 that beat expectations and revenue growth of 8.7% year over year.
Bank of America raised its price target on MP Materials to $78, viewing the company as an unmatched vehicle for exposure to rare earths, bolstered by a Defense Department deal.
Morgan Stanley reiterated an overweight rating on Apple, citing the company's position after recent tariff news and its commitment to invest $100 billion in the U.S.
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