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Melius Research expects Alphabet's AI-infrastructure spending to surge in 2027, highlighting Broadcom, Marvell Technology and Arista Networks.
JPMorgan retained Overweight ratings on American Express, Bunge Global, NMI Holdings, General Motors, Ford Motor and Teva Pharmaceuticals.
Regeneron said Pasatru maintained efficacy and a consistent safety profile from weeks 56 to 84, with tolerability sustained through week 84.
Morgan Stanley lowered its rating on Ally Financial Inc. from Overweight to Equal-Weight, according to Benzinga’s analyst-ratings section.
The S&P 500’s bull market has lasted four years since October 12, 2022. Its 10 best performers gained between 1,426% and 2,144%.
eBay shares led the S&P 500 after Morgan Stanley lifted its target to $132, citing stronger GMV growth and live commerce as key drivers.
Johnson & Johnson will release third-quarter results after the October 12 close. Analysts expect lower earnings, higher revenue and mixed guidance signals.
S&P 500 companies are expected to report 25% year-over-year EPS growth as the third-quarter season begins, below the prior quarter’s pace.
JP Morgan raised its price target for Darling Ingredients to $83.00 per share from $82.00, according to Benzinga’s analyst-ratings update.
Benzinga reports that Evercore ISI Group kept Amphenol at Outperform while raising its price target to $100.00 a share from $90.00 in a new update.
LVMH reported just 1% organic sales growth in the third quarter as fashion revenue fell 5%, with weaker Chinese demand weighing on results.
JP Morgan maintained Neutral ratings on Franklin Templeton and Essent Group. Franklin Templeton’s price target rose to $35 from $34 per share.
U.S. banks begin third-quarter reporting with solid fundamentals, but investors want proof that loan growth, margins and profitable earnings can last into 2027.
Evercore ISI Group kept Outperform ratings on Phillips 66, Group 1 Auto and Vertiv Holdings. Phillips 66’s target rose to $250 from $220.
Governments are relying more on selective private bond buyers, increasing sensitivity to financing costs and adding turbulence to fixed-income markets.
J.P. Morgan raised price targets for four companies while keeping ratings unchanged: Overweight for Genuine Parts, Absci and Apple, Neutral for Navient.
Newsmetry API says 12 analysts lifted Mettler-Toledo’s average target from $1,534 to $1,544.42, while the consensus rating stayed at Hold.
Evercore ISI lowered price targets for QuantumScape, Lithia Motors and AutoNation while leaving its existing ratings on all three stocks unchanged.
CNBC-TV18 says Swan Defence earned ₹566.44 crore in Q2 versus a ₹0.55 crore loss a year earlier, helped by excess provision write-backs.
Endava faces a securities class action over delayed financial statements and potential accounting issues, while its chief financial officer is on leave.