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The Latest Breaking News from Erste Group

Marvell Stock Has Been Cut in Half. Its Biggest Fear May No Longer Be Valid.

Marvell’s recent selloff has been driven more by valuation than fundamentals, while one of its biggest long-standing risks appears to be fading.

Broadcom Just Signed a $200 Billion AI Agreement. It Solves the Company’s Biggest Problem.

Broadcom’s projected $200 billion Samsung partnership is less about size and more about securing the AI chip supply chain for years to come.

Has Broadcom Become Too Expensive for Its AI Story?

Has Broadcom Become Too Expensive for Its AI Story?

Broadcom stock has stalled since November despite strong results, prompting Erste Group's downgrade over valuation, while Morgan Stanley still calls it a core AI winner.

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META Stock Pops as Meta Platforms Launches AI Image Model

Meta stock rallies as the multinational rolls out an AI image model dubbed Muse Image. Here’s why the launch is bullish for META shares.

This Analyst Just Downgraded Broadcom Stock. Here's Why

Broadcom stock sinks as Erste Group downgrades it to “Hold.” Here’s why analyst Hans Engel recommends caution in playing AVGO shares at current levels.

3 European Bank Stocks Nearing New 52-Week Highs

UBS, Banco Santander, and Erste Group are rebounding toward 52-week highs after war-related selloffs, with all three reporting Q1 2026 earnings on April 29.

The new frontier: Record €42.5bn pours into Central and Eastern Europe

The M&A markets in Poland, Austria, Romania and Lithuania were the most attractive for foreign capital in Central and Eastern Europe in 2025. The region attracted a record inflow despite the war in Ukraine, the slowing German economy and trade tensions.

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Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2022

Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2022

Here's Why Morgan Stanley Slashed Facebook Parent Meta's Price Target by 10%

Here's Why Morgan Stanley Slashed Facebook Parent Meta's Price Target by 10%

Morgan Stanley analyst Brian Nowak lowered the price target on Facebook parent Meta Platforms Inc (NASDAQ:FB) to $325 from $360 and reiterated Overweight. The price target implies an upside of 59.7%. Nowak noted lower near-term monetization of Reels. Benchmark analyst Mark Zgutowicz harbored similar feelings and therefore initiated coverage on the stock with a Hold and without any…

Here's Why This Analyst Downgraded Facebook Parent Meta

Here's Why This Analyst Downgraded Facebook Parent Meta

Erste Group analyst Hans Engel downgraded Facebook parent Meta Platforms (NASDAQ:FB) to Hold from Buy. Facebook invested 21.7% of revenue in research and development in the last quarter, and the intended reorientation toward virtual products and services offers new earnings potential in the future. Related Content: Read How Facebook's Metaverse Ambitions Are Shaping Up In Mark…

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