BofA Securities

While Coinbase Global Inc's (NASDAQ:COIN) stock is down 40% from its July highs, the company's "product velocity has increased" and its total addressable market (TAM) has expanded, according to BofA Securities. The Coinbase Global Analyst: Analyst Craig Siegenthaler upgraded the rating from Neutral...

Digital Realty Trust, Inc. (NYSE:DLR) plans to release fourth quarter 2025 results on Feb. 5, 2026. BofA Securities analyst Michael Funk downgraded the company from Buy to Neutral and lowered the price forecast from $210 to $170. • DRL shares are consolidating. What’s the...

BofA Securities analyst Vivek Arya says secular, cyclical and pricing tailwinds are aligning for U.S. semiconductors. After meeting with more than a dozen management teams at CES in Las Vegas, the analyst said his confidence has increased in his above-consensus forecast for 30% year-over-year...

While AXIS Capital Holdings Ltd's (NYSE:AXS) share price has climbed over the past two years due to the company incorporating a new action plan, the next couple of years are likely to be "more difficult," according to Bank of America Securities. The AXIS Capital Holdings Analyst: Analyst Joshua...

For Walt Disney Co (NYSE:DIS), the holiday season has historically been an important quarter. Here are the key analyst insights: Goldman Sachs analyst Michael Ng maintained a Buy rating and a $151 price target.   BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating and a $140 price...

BofA Securities flagged rising cost pressures, unpredictable swing factors and heightened uncertainty around earnings estimates for managed care organizations, noting that Medicare poses greater risk than Medicaid and that reported EPS may not fully reflect underlying earnings power. Despite...

While CSX Corp's (NASDAQ:CSX) volume growth has been disappointing so far in the fourth quarter, CFO Kevin Boone has projected $40 million in additional costs, according to Bank of America Securities. The CSX Analyst: Analyst Ken Hoexter maintained a Buy rating and a $41 price target. The CSX...

Meetings with Palantir Technologies Inc (NASDAQ:PLTR) increased confidence in the company's growth, and continued momentum along with enterprise-level AI adoption, according to BofA Securities. The Palantir Technologies Analyst: Analyst Mariana Perez Mora reiterated a Buy rating and a $255 price...

Following a meeting with GE Vernova Inc's (NYSE:GEV) CEO Scott Strazik and Vice President of Investor Relations Michael Lapides, Bank of America Securities analyst Andrew Obin said management is "laser focused on execution” while there are cyclical tailwinds. The analyst highlighted the...

Lululemon Athletica Inc (NASDAQ:LULU) shares rallied on Friday, after the company on Thursday reported upbeat third-quarter earnings. • Lululemon Athletica shares are climbing with conviction. What’s behind LULU gains? Here are some key analyst takeaways: BofA Securities analyst...

Broadcom Inc (NASDAQ:AVGO) shares tanked in early trading on Friday, even after the company on Thursday reported upbeat fiscal fourth-quarter earnings. • Broadcom shares are retreating from recent levels. What’s behind AVGO decline? Here are some key analyst takeaways: BofA...

Shares of Costco Wholesale Corp (NASDAQ:COST) remained volatile in early trading on Friday, even after the company Thursday reported upbeat fiscal first-quarter results. Here are some key analyst takeaways: BofA Securities analyst Robert Ohmes maintained a Buy rating and a $1,095 price target....

Jabil Inc. (NYSE:JBL) shares were down on Wednesday as investors looked ahead to its upcoming earnings report. The firm will release its first-quarter fiscal year 2026 financials on Wednesday, Dec. 17, before the market opens. • Jabil shares are experiencing downward pressure. Why is JBL...

For mobility stocks like Uber Technologies Inc (NYSE:UBER) and Lyft Inc (NASDAQ:LYFT), the rollout of autonomous vehicles (AVs) "has become a central focus for investors," says Bank of America Securities analyst Justin Post. While Federal Highway Administration estimates US drivers travel 3...

Wynn Resorts Ltd's (NASDAQ:WYNN) analyst event, held last week in Dubai, increased confidence in the Wynn Al Marjan Island project, according to BofA Securities. • Wynn Resorts shares are experiencing downward pressure. What’s driving WYNN stock lower? The Wynn Resorts Analyst: Analyst...