Meta Platforms $META price target raised to $885 from $770 at Citizens Citizens raised the firm's price target on Meta Platforms to $885 from $770 and keeps an Outperform rating on the shares. Meta Connect 2026 highlighted an increasingly AI-first hardware ecosystem and early Muse momentum, with the consumer-focused agent potentially expanding Meta's share of AI usage and eventually enabling new monetization opportunities, the analyst tells investors in a research note.

Rosenblatt initiated coverage of SanDisk $SNDK with a Buy rating and $2,400 price target. New AI compute platforms are creating an opportunity to reposition NAND Flash from a commodity storage medium to a more system-critical component of AI infrastructure, and Sandisk's technology roadmap supports this opportunity, the analyst tells investors in a research note. With technology and manufacturing partner, Kioxia, the company has advanced NAND process technology for roughly 25 years, which can support a favorable bit-cost curve and sustain a performance-and-cost advantage in AI-oriented enterprise storage, the firm added.

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Meta Platforms $META price target raised to $796 from $640 at Wells Fargo Wells Fargo raised the firm's price target on Meta Platforms to $796 from $640 and keeps an Overweight rating on the shares. Entering Meta Connect conference with product momentum following successful model releases and early traction on Meta Muse assistant, the firm believes Meta now has a story to tell. Though early, Wells expects focus on usage stats of Muse assistant and models.

Apple $AAPL price target raised to $380 from $365 at Evercore ISI Evercore ISI raised the firm's price target on Apple to $380 from $365 and keeps an Outperform rating on the shares. The firm's annual survey of nearly 4,000 consumers regarding iPhone purchase intentions points to what it believes will be a better-than-expected iPhone refresh cycle, the analyst tells investors. The firm sees not just room for units to do well, led by the latest launches, but "critically" thinks pricing could be up greater than 20%, the analyst added.

Netflix $NFLX downgraded to Underweight from Equal Weight at Wells Fargo Wells Fargo downgraded Netflix to Underweight from Equal Weight with a price target of $57, down from $80. Wells says the company's engagement trends "look worrying." Wells believes Netflix's originals content slate is weaker in the second half of 2026 versus prior periods. Its base case is the company's top 100 originals hours will be down 21% year-over-year. Wells cites engagement risk for the downgrade.

Oscar Health $OSCR price target raised to $49 from $39 at Barclays Barclays analyst Andrew Mok raised the firm's price target on Oscar Health to $49 from $39 and keeps an Overweight rating on the shares following the investor day. Oscar outlined a "credible path" to over $4 of earnings per share by 2029 and implied 2027 earnings over $3.00 versus the $1.92 Street estimate, the analyst tells investors in a research note. Barclays sees "significant growth ahead" for Oscar.

Evercore ISI analyst Mark Mahaney raised the firm's price target on Alphabet $GOOG $GOOGL to $450 from $420 and keeps an Outperform rating on the shares. The firm is citing the findings of its proprietary Search survey showing "strength and recovery", noting that Google clearly holds Search leadership with a 78% selection as "primary Search Engine", also stating that that position has strengthened over the last 4 quarters, after declining in 2024 and early 2025 to a low of 70%, the analyst tells investors in a research note. As an AI Service, Gemini has also gained share on ChatGPT and has now narrowed the selection gap to a record low 3 points of 58% vs. 55%, the firm added.

Citi opens 'upside 90-day catalyst watch' on Meta Platforms $META Citi analyst Ronald Josey added an "upside 90-day catalyst watch" on Meta Platforms while keeping a Buy rating on the shares with an $800 price target ahead of the company's Connect conference on September 23. The firm expects Meta to provide provide clarity on its product strategy, with updates for Muse, its next-generation models, and Meta glasses. The company's product roadmap brings "multiple catalysts ahead," the analyst tells investors in a research note. Citi expects Meta's new AI products to drive better engagement and monetization over time.

Ed Yardeni of Yardeni Research reduced his year-end S&P 500 Index forecast to 7,900 from 8,400. $SPY $VOO $IVV The recent backup in bond yields brings higher risk of a downturn over the next three to six months, Yardeni argues. The firm's prior year-end target of 8,400 now becomes its mid-2027 target. Yardeni still expects the economy to "grow without a recession through the end of the decade." $QQQ

Nokia $NOK is up 4% pre-market after announcing two strategic developments: an MoU with C3IA to support the UK Ministry of Defence’s digital transformation and growing global AI-RAN momentum as operators move toward AI-native 6G networks.

Rosenblatt initiated coverage of Nokia $NOK with a Buy rating and $15 price target. The firm says Nokia is "quietly becoming" one of the best positioned optical assets amid the AI buildout. Nokia has won significant share in scale-across, which is the hardest of the three fabrics to displace once designed in, the analyst tells investors in a research note. Rosenblatt says its $15 price target is based on the company's one-third AI infrastructure exposure and two-thirds telecom. This valuation is "potentially conservative" since Nokia's mix will move significantly toward AI over time, the firm adds. It says Nokia is "powerhouse AI optical franchise trading at a telco multiple."

Microsoft $MSFT sets limits on future artificial intelligence models, CNBC reports As leaders in the industry and members of the public have become more vocal about their worries over AI, Mustafa Suleyman, who heads up Microsoft's model development, told CNBC in an interview: "We got feedback from people that they wanted to see even more explicit commitment to AI always working in service of people and not trying to replace them. We saw a lot of feedback around AI not creating dependence, not being sycophantic, that it was always there to kind of promote human judgment and human autonomy and agency." Days after leaders at Anthropic and OpenAI agreed to slow development speed, Microsoft has posted a provisional code of conduct that would impose restrictions on its artificial intelligence models, CNBC noted.

Bloom Energy $BE price target raised to $351 from $242 at Mizuho Mizuho raised the firm's price target on Bloom Energy to $351 from $242 and keeps an Outperform rating on the shares. The firm says stronger pricing and demand signals support higher long-term selling prices and EBITDA margins for Bloom. It also sees improving visibility into the company's second half of 2026 and 2027 deliveries despite ongoing permitting uncertainty.

🚨BofA ups year-end S&P 500 target but says 'overdue for a pullback' $SPY $VOO $IVV BofA equity and quant strategist Savita Subramanian raised the firm's year-end S&P 500 target to 7,400 from 7,100, implying 3% downside from current levels. Stocks are entering a "seasonally weak period" and are "overdue for a pullback," the strategist contends. The S&P has had one 5% pullback this year versus the typical three per year. according to BofA. It adds that 10%-plus corrections happen once per year on average, and that the last was Spring of 2025. The firm is cautious on the market due to inflation, the Federal Reserve, earnings quality, and credit risk. $QQQ

Morgan Stanley ups Tesla $TSLA 'bull case' to $840 on Semi potential Morgan Stanley analyst Andrew Percoco raised the firm's "bull base" for Tesla shares to $840 from $820. Morgan Stanley's freight transportation team reinforced their bullish view on the prospects for autonomous trucking with diesel prices at $6 per gallon, the analyst tells investors in a research note. The firm says autonomous trucking offers 2.3 times better utilization, 20% lower cost per mile, and six-times higher profit per truck versus human driving. The Tesla Semi is small today but an 85c to $1.00 full self driving fee per mile equates to $12,000-$18,000 per truck per month, the analyst notes. This means small volumes can move estimates, Morgan Stanley adds. It keeps an Equal Weight rating on Tesla with a $400 price target along with a "positive skew contingent on scaling of high-margin autonomous offerings."

RedHill Biopharma $RDHL just landed exclusive rights to Ferring's Rebyota + Clenpiq - 2 FDA-approved GI drugs that generated ~$37.5M in 2025 US sales - for just $12M upfront, funded by its Talicia sale. Full story: