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The Latest Breaking News from Bank of America Securities

Dell and HPE Stocks Soared After Last Earnings. Forget the Guidance Raise. This Is What Matters Most This Time.

Dell has the bigger AI growth story, but HPE's higher-margin networking business could make its growth more valuable to investors.

Barchart

Walmart Could Return to Its Beat-And-Raise Playbook This Quarter, Analyst Says

Walmart Inc. (NASDAQ:WMT) is scheduled to release its fiscal 2027 second-quarter earnings results on Aug. 20 before the market opens, with Bank of America Securities analyst Christopher Nardone expecting the retail giant could return to a beat-and-raise cycle despite signs of softer spending among lower-income consumers.

Benzinga

Alphabet Has 1 Problem Holding Back Growth, But Analysts Still See Upside for GOOGL Stock

Concerns surround Google Gemini. But analysts across the board are bullish heading into the earnings report.

Barchart

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Flipkart extends lead in Indian e-commerce, Myntra widens lead in fashion, says BofA

Flipkart Group solidifies its e-commerce dominance in India, with Myntra leading the online fashion segment, according to a Bank of America Securities report. Despite intense competition, consumer demand remains robust, defying concerns about slowing discretionary spending. The report highlights resilient growth across various internet sectors, including online travel, quick commerce,…

The Economic Times

Flipkart extends lead in Indian ecommerce, Myntra widens lead in fashion, says BofA

The Economic Times

This Analyst Just Upped the Price Target on Snowflake Stock. Here's Why.

Snowflake stock rallied on a bullish note from Bank of America Securities. Here’s why analyst Koji Ikeda sees significant further upside in SNOW shares in 2026.

Barchart

Denali Therapeutics Says AVLAYAH Launch Ahead of Expectations After Hunter Syndrome Approval

Denali Therapeutics (NASDAQ:DNLI) is seeing early commercial interest for its first approved drug, AVLAYAH, following its March 24 accelerated approval for Hunter syndrome, Chief Operating Officer and Chief Financial Officer Alexander Schuth said at a Bank of America Securities conference. Speaking

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Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?

Bank of America reinstated coverage of ORCL with a $200 price target.

Barchart

Morgan Stanley Is Doubling Down on Apple Stock Thanks to Still-High iPhone Demand. Should You Buy AAPL Here?

Morgan Stanley published a new note analyzing the sustained demand for iPhones.

Barchart

Meta Preps Major Metaverse Cuts, Analysts Predict Earnings Pop

Wall Street analysts rerated Meta Platforms Inc (NASDAQ:META) after the company said that it is considering cutting up to 30% of its 2026 Metaverse budget, primarily targeting the Quest virtual reality unit and Horizon Worlds, which account for the bulk of metaverse-related investment.

Benzinga

Workday Stock Is 'Undervalued,' Poised For Growth: Analyst

Workday, Inc (NASDAQ:WDAY) continues to show solid deal momentum, according to Bank of America Securities analyst Brad Sills.

Benzinga

AMD Sets Ambitious AI, Earnings Goals Through 2030

Advanced Micro Devices, Inc’s (NASDAQ:AMD) 2025 Financial Analyst Day in New York outlined aggressive growth targets powered by soaring demand for artificial intelligence graphics processing units (GPUs) and Datacenter central processing units (CPUs).

Benzinga

Amazon's Cloud Division Faces New AI Competition from Microsoft and Google

Amazon Web Services (AWS), a leading cloud computing provider, finds itself in the crosshairs after a difficult week that highlighted its growing challenges in the age of artificial intelligence.

Benzinga

AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Benzinga

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Benzinga

Oklo Stock Is Sliding Tuesday: What's Going On?

Shares of Oklo Inc (NASDAQ:OKLO) are trading lower Tuesday after Bank of America Securities downgraded the nuclear energy company from Buy to Neutral, citing valuation concerns. Here’s what investors need to know.

Benzinga

Apple's iPhone 17 Impresses On Design, But Analysts Say AI Still Lags

Wall Street analysts praised Apple's (NASDAQ:AAPL) iPhone 17 event for delivering thinner designs, upgraded cameras, and tighter AI-health integration, but cautioned that innovation remains incremental.

Benzinga

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Benzinga

Big Trouble At Lockheed As Classified Program Blowups Trigger Billions In Losses

Lockheed Martin Corp. (NYSE:LMT) reported $1.8 billion in charges in the second quarter, led by a classified Aeronautics program and two Rotary and Mission Systems projects, prompting Bank of America Securities (BofA) analyst Ronald J. Epstein to trim his outlook.

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Benzinga

CoreWeave, Applied Materials And Hims & Hers Are Among Top 10 Large Cap Losers Last Week (August 11-August 15): Are The Others In Your Portfolio?

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?

Benzinga

What's Going On With Coherent Stock On Thursday?

Coherent Corp. (NYSE:COHR) shares plummeted on Thursday after the company announced it will sell its aerospace and defense unit to Advent for $400 million.

Benzinga

Amazon's Grocery Delivery Expansion Seen As Game-Changer In $90-Billion Online Market Opportunity

Amazon.com (NASDAQ:AMZN) continued to trade higher on Thursday, fueled by investor optimism surrounding its U.S. grocery delivery service expansion to all customers in over 3,500 cities. Previously limited mainly to Prime members, the service now offers same-day delivery from Amazon Fresh and Whole Foods to everyone, with lower fees for Prime…

Benzinga

Spotify's Subscriber Boom Can't Hide Ad Woes: Analyst

Wall Street analysts rerated Spotify Technology (NYSE:SPOT) after the company’s quarterly results. The stock gained on Wednesday.

Benzinga

Netflix's Blockbuster Profits Overshadowed By 'Anemic' Engagement

Despite delivering a robust second-quarter earnings report that surpassed analyst expectations and raised full-year guidance, Netflix (NASDAQ:NFLX) stock dipped over 5% on Friday, leaving investors to weigh strong financials against underlying concerns.

Benzinga

Expedia Gears Up For Takeoff As Travel Bookings Bounce Back

Expedia Group Inc. (NASDAQ:EXPE) is drawing fresh optimism from Wall Street amid signs of a rebound in U.S. travel demand.Bank of America Securities (BofA) analyst Justin Post reiterated the Buy rating on Expedia Group, with a price forecast of $211. Post maintains a positive stance on Expedia, noting that a mild…

Benzinga

Crocs To Sacrifice Sales To Protect Margins, Analyst Cuts Price Target

Crocs Inc's (NASDAQ:CROX) management is likely focusing on keeping inventory clean against a softer wholesale backdrop, rather than trying to meet sales targets, in order to help protect margins, according to Bank of America Securities.

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