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 · Sep 1

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 · Aug 12

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 · Jul 20

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 · Mar 25

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 · Mar 24

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 · Dec 5, 2025

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 · Nov 17, 2025

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 · Nov 12, 2025

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 · Oct 24, 2025

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 · Oct 7, 2025