GMT EIGHT - Research - US Stock

FedEx Corporation (FDX.US) faced a downgrade from Evercore on the eve of its financial report, warning that demand headwinds could suppress earnings per share.

FedEx (FDX.US) stock fell in pre-market trading on Wednesday after investment firm Evercore ISI downgraded the stock's rating from "Outperform" to "In Line."

The outlook for the US IT services industry is bleak, with Morgan Stanley significantly cutting its target price for Accenture Plc Class A (ACN.US) to $271 before its earnings release.

Morgan Stanley maintains its "hold" rating on Accenture (ACN.US) and lowers the target price from $325 to $271.

JP Morgan: Strong Q2 Sales Performance Expected to Continue, Maintains "Overweight" Rating on Ulta Beauty (ULTA.US)

JPMorgan recently released a research report stating that the latest data shows that cosmetics retailer Ulta Beauty is expected to maintain strong sales performance in the second quarter.

JP Morgan: ASML Holding NV ADR (ASML.US) "darkest moment" has passed, reiterates "buy" rating.

J.P. Morgan released a research report, reiterating its "buy" rating on ASML and designating it as a top pick, with a target price of 822 euros.

JP Morgan reviews IonQ (IONQ.US) analyst day: demonstrating leadership in the quantum computing field with breakthrough technology and global strategy advancing side by side.

Morgan Stanley stated that the management team at IonQ has shown the company's increasing leadership position in the field of quantum computing and has proposed a clear strategy to expand its technology and global influence.

Goldman Sachs Group, Inc.: Strong growth in AI business, reiterates "buy" rating on Adobe (ADBE.US)

Goldman Sachs reiterated its "buy" rating on Adobe, citing its strong momentum in the field of artificial intelligence.

Prospects for growth are promising! CoreWeave (CRWV.US) received bullish ratings from two investment banks.

Raymond James initiates a "outperform" rating on CoreWeave with a target price of $130. Citizens raised its rating on CoreWeave from "neutral" to "outperform," with a target price of $180.

GUOTAI JUNAN I: Maintains a "Buy" rating on Waterdrop, Inc. ADR Class A (WDH.US) and raises the target price to $2.35.

Guotai Junan International released a research report, raising the target price of Waterdrop Inc. to $2.35, and maintaining a "buy" rating.

Gemini's utilization rate jumps to second in the market. TD Cowen raises target price for Alphabet Inc. Class C (GOOGL.US) to $270.

TD Cowen has raised Google's target price from $240 to $270 and maintained a "buy" rating.

CFRA: Capital markets business brings further growth, Morgan Stanley (JPM.US) rating upgraded to "buy"

JPMorgan Chase received an upgraded rating to "Buy" from CFRA, citing growth in capital markets business.

Bernstein outlines the 2030 technology landscape: AI reasoning dominates the trillion-dollar blue ocean, betting on Apple, AI servers, and storage.

Bernstein believes that artificial intelligence will bring long-term benefits, and companies such as Apple, Dell, and Seagate are receiving market attention.

The day before the results, Mizuho Securities is bullish on Micron Technology (MU.US): raising the target price to $182, optimistic about the prospects of HBM and memory.

SooHo Securities raises the target price of Micron Technology from $155 to $182 and maintains the "outperform" rating.

Morgan Stanley raises Bloom Energy's target price to $85 in Oracle Corporation's AI data center fuel cell order.

Daiwa pointed out that with the rapidly increasing demand for electricity to support artificial intelligence data centers, the possibility of Bloom Energy achieving rapid growth has significantly increased, and they have raised their target stock price to $85.

Morgan Stanley analyst personally tested Tesla, Inc.'s Full Self-Driving (FSD) feature and praised it, saying it completely changes the experience of long-distance travel. In the future, it may become a standard feature.

The analyst has a "Buy" rating on Tesla's stock, with a target price of $410.

Morgan Stanley's Laguna Conference: Outlook for the Automotive Sector - Overall resilience in the North American automotive market. Consensus on the increase in efficiency from AI and automation.

Morgan Stanley recently released a research report on the North American automotive and shared mobility industry, which is based on discussions at the 13th Laguna Conference with companies and investors, covering industry trends, and updates on 9 key companies.

"Biotech Bull Hunter" Needham is betting on this leader in "AI+ new drug research and development" and is betting that the stock price will skyrocket by 68%.

Needham maintained a "buy" rating for Recursion Pharmaceuticals with a target price of $8.

Acquisition of CyberArk (CYBR.US) strengthens platform strategy, internet security giant Palo Alto (PANW.US) enters Wedbush's "Best Investment List".

Wedbush published a research report, adding the cybersecurity giant Palo Alto Networks to its "Best Ideas" list for investments.

Revenue will see a "significant" upward revision. Deutsche Bank gives CoreWeave (CRWV.US) a "buy" rating.

Deutsche Bank predicts a "significant" upward revision for CoreWeave (CRWV.US) and gives it a "buy" rating.

Citigroup: Joint venture The Pacific (UNP.US) has valuation and merger benefits, upgraded to "buy" rating.

Citigroup has raised its rating on Pacific Securities from "neutral" to "buy", with a target price of $251.

Apple Inc. (AAPL.US) iPhone Air: "Minor setback" does not change confidence, Analysts: optimistic about the trend of upgrading and replacing devices.

Apple Inc. (AAPL.US) started presales of iPhone 17 last week. Analysts believe that, despite some concerns about the iPhone Air, consumer interest in this new smartphone series remains strong.

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