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The Latest Breaking News from Evercore

Evercore’s Beat‑and‑Raise 4: Why Nvidia, Alphabet, Netflix and Booking May Finally Catch a Bid

Evercore ISI’s latest "beaten‑down beat and raisers" call fits squarely into a broader thesis they’ve been building: earnings strength is still powerful enough to flatten the "wall of worry” and extend the bull market, even if leadership rotates.

Price Hikes Could Create a Major Problem for AAPL Stock

Apple's price increases may cause its revenue growth to decelerate, causing its share price to sink further.

Evercore Reiterates Amphenol as a Top Pick Thanks to Its Key Role in AI Data Center Infrastructure

Evercore Reiterates Amphenol as a Top Pick Thanks to Its Key Role in AI Data Center Infrastructure

Evercore highlights Amphenol Corporation's critical role in supplying high-speed interconnects, connectors, and cables for the expanding AI data center infrastructure buildout.

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This Analyst Just Upgraded Devon Energy Stock. Here's Why.

Evercore ISI sees upside in Devon stock to $54. Here’s what analyst Chris Baker believes will drive DVN shares higher as the year unfolds.

If You Want to Invest in the Future of AI, Evercore ISI Recommends DELL Stock

Evercore ISI analysts think Dell Technologies is well-positioned for the next phase of AI adoption.

Astera Labs Just Got a Boost From Evercore ISI. What to Know.

Astera Labs stock gains as Evercore ISI raised price target to a Street-high of $297. Here’s why the investment firm is constructive on ALAB shares for the remainder of this year.

Seagate Stock Plunges on Executive Warnings. Why Lead Times Matter so Much for STX Here.

Seagate’s shares tumbled after the CEO recently warned that rising lead times and manufacturing complexity could reshape how quickly the storage giant meets booming AI-driven demand.

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How Services Could Help Generate $13 in Earnings Per Share for Apple Stock

How Services Could Help Generate $13 in Earnings Per Share for Apple Stock

Apple’s next major growth wave may come less from iPhones and more from its booming high-margin Services ecosystem, with Evercore ISI seeing a path to $13 in EPS.

Ignore the Sell-Off in Arista Networks Stock. Analysts Still Think ANET Can Gain 36% from Here.

Ignore the Sell-Off in Arista Networks Stock. Analysts Still Think ANET Can Gain 36% from Here.

Even after a brutal post-earnings sell-off, Wall Street isn’t giving up on Arista Networks stock.

Intel Is Back In the Game: Should You Buy INTC Now?

Intel Is Back In the Game: Should You Buy INTC Now?

A bold upgrade fuels optimism, but not everyone is convinced.

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

Institutional investors have been steadily accumulating shares in five AI infrastructure companies, including Vertiv, Arista Networks, and Celestica.

$2,600 for Sandisk Stock? Why the Bull Case at Evercore Forecasts a Whopping 191% Upside Potential.

$2,600 for Sandisk Stock? Why the Bull Case at Evercore Forecasts a Whopping 191% Upside Potential.

The firm believes the memory supply shortage issue will continue to favor the company.

Should You Chase the Rally in CoreWeave Stock?

Should You Chase the Rally in CoreWeave Stock?

CoreWeave stock soars on a multi-year Anthropic deal. Evercore ISI analysts explain what could drive CRWV shares higher as the year unfolds.

BlackRock’s Larry Fink predicts AI bankruptcies: ‘That’s capitalism’

BlackRock’s Larry Fink predicts AI bankruptcies: ‘That’s capitalism’

Competition among AI's biggest spenders will produce winners and losers—and that's a good thing, he said.

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Most Analysts Are Chasing Memory Stocks, But This 1 Wall Street Expert Thinks You Should Buy Apple Instead

Should you go for memory stocks or good old Apple? This analyst thinks the latter is a buy.

Claude Just Dealt Another Blow to IBM Stock. Will It Be Fatal, or Should You Buy the Dip?

Claude’s COBOL shake-up just knocked IBM stock lower. Is this a smart buy-the-dip opportunity, or an early warning you shouldn’t ignore?

Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Evercore ISI has turned bullish on Dell ahead of its earnings release on Feb.26, expecting AI-driven momentum and near-term traditional hardware demand to fuel a solid beat.

Tom’s Hardware

AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

AMD's Helios rack-scale solution based on the MI455X accelerators, the company's major hope for AI market, may slip to 2027, whereas Nvidia may speed up roll out of the Vera Rubin platform if the latest market rumors are to be believed.

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Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns

“Capex too hot right now,” Bank of America tells clients.

As Apple Builds Its New Campos Chatbot, Should You Buy, Sell, or Hold AAPL Stock?

Apple is building a new chatbot that it plans to integrate into its operating system by the end of the year.

Why Apple’s Sell-Off May Be Overdone Right Before Earnings

Apple heads into earnings deeply oversold but fundamentally intact, setting up a potential rebound rally if results top expectations.

Should You Buy Apple Stock Before Earnings on January 29? This Analyst Says ‘Yes.’

Apple stock has lagged the market, but improving fundamentals and upbeat analyst forecasts suggest earnings may reset investor expectations.

Evercore Analysts Are Pounding the Table on This 1 ‘Strong Buy’ Tech Stock

Evercore initiated coverage on AppLovin with an "Outperform" rating.

This Analyst Still Thinks Apple Stock Is a Top Pick for 2026

Evercore reiterated that Apple is a top pick for 2026 based on a Siri upgrade and the iPhone refresh cycle.

Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?

After UNH’s bruising 2025 collapse, can Evercore ISI’s “Outperform” call and turnaround thesis signal a timely entry point for investors willing to look past near-term scars?

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