The Latest Breaking News from Evercore ISI

Deutsche Bank Makes a Contrarian Call on Netflix—What Does It Mean for Investors?

Deutsche Bank upgraded Netflix to Buy despite cutting its price target, while Evercore ISI raised its target and HSBC and Wells Fargo turned bearish ahead of earnings in three weeks.

MarketBeat · Sep 30

SPCX Stock Alert: What to Know as SpaceX Launches Starship Test Flight

SpaceX launches its high-stakes Starship Flight 14 orbital test mission. Evercore ISI says SPCX shares remain its top pick for the long term.

Barchart · Sep 28

Ciena Fell 40%—Now One Analyst Sees 50% Upside

Evercore ISI upgraded Ciena to Outperform with a $550 target, citing its role in AI data connectivity. The stock has rebounded 17% after strong revenue growth and a backlog nearing $10 billion.

MarketBeat · Sep 23

Wall Street’s SpaceX Sale: Buy the Rockets, Get an AI Business for Free!

Morgan Stanley believes SpaceX’s current share price values its space business alone, leaving its AI ambitions effectively free for investors.

Barchart · Jul 28

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.

Benzinga · Jul 14

Analysts Turn Bearish on Adobe After Earnings. What’s Next for ADBE Stock.

Adobe stock sinks as CFO Dan Durn announces a sudden departure. Wall Street analysts are downgrading ADBE shares today.

Barchart · Jun 12

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.

Barchart · Jun 11

SpaceX and other mega IPOs may wait years to join the S&P 500

SpaceX and other mega IPO candidates may have to wait years before joining the S&P 500 after S&P Dow Jones Indices retained its profitability requirement for index inclusion. Despite their massive valuations, companies such as SpaceX, OpenAI and Anthropic must demonstrate sustained profits before becoming eligible for the benchmark.

The Economic Times · Jun 6

Astera Labs Conference: Scorpio Switching Seen as Next AI Growth Engine

Astera Labs (NASDAQ:ALAB) executives outlined expectations for continued growth across the company’s connectivity portfolio during an Evercore ISI fireside chat, pointing to expanding opportunities in AI infrastructure switching, retimers, CXL controllers and optical connectivity. Desmond Lynch, ch

MarketBeat · Jun 3

Affirm CFO Says Bank Charter Would Diversify Funding, Not Turn It Into a Bank

Affirm (NASDAQ:AFRM) Chief Financial Officer Rob O’Hare said the company is pursuing a bank charter primarily to diversify its funding base and bring more of its existing infrastructure in-house, while emphasizing that Affirm itself is not becoming a bank. Speaking with Evercore ISI’s Adam Frisch a

MarketBeat · Jun 3