Dow Jones, Nasdaq, S&P 500 weekly preview: Markets brace for Micron earnings

NVIDIA (NVDA) PT Raised to $175 at Cantor Fitzgerald

Cantor Fitzgerald analyst C.J. Muse raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $140.00) while maintaining a Overweight rating.

The analyst comments "As NVDA has now grown to be one of the largest market cap companies globally (~$3T), the... More

FedEx (FDX) PT Raised to $335 at TD Cowen

TD Cowen analyst Helane Becker raised the price target on FedEx (NYSE: FDX) to $335.00 (from $320.00) while maintaining a Buy rating.

The analyst comments "FDX reported May quarter adj EPS of $5.41, below our estimate of $5.48 but beating consensus by 1.2%. The company guided FY25... More

JPMorgan Upgrades FedEx (FDX) to Overweight 'on Strategic Options in Freight'

JPMorgan analyst Brian Ossenbeck upgraded FedEx (NYSE: FDX) from Neutral to Overweight with a price target of $359.00 (from $296.00).

The analyst comments "We are upgrading shares of FedEx to Overweight and establishing a Dec 2025 price target of $359 after the company took the surprising step of pursuing strategic options for the Freight segment, which is currently embedded in FDX trading at 6.7x versus pure-play peers at 13.3x on NTM EV/EBITDA. Capitalizing on this valuation disconnect through a potential spin-off would be a positive for the rest of the LTL... More

Jefferies Reiterates Hold Rating on FedEx (FDX)

Jefferies analyst Stephanie Moore reiterated a Hold rating and $300.00 price target on FedEx (NYSE: FDX).

The analyst comments "FDX reported an in-line F4Q24 while also providing initial FY25 guidance that was also in-line. For the year-ahead the company expected EPS to be between $20 -... More

FedEx (FDX) PT Raised to $339 at Evercore ISI

Evercore ISI analyst Jonathan Chappell raised the price target on FedEx (NYSE: FDX) to $339.00 (from $318.00) while maintaining a Outperform rating.

The analyst comments "FDX posted adjusted F4Q24 EPS of $5.41, coming in slightly ahead of our forecast of $5.28 and the average Street estimate of $5.34. The upside came primarily from the Freight (LTL) segment and a slightly higher Ground margin than anticipated, which more than offset another weak performance for overall volumes and Express... More

NVIDIA (NVDA) PT Raised to $150 at Citi

Citi analyst Atif Malik raised the price target on NVIDIA (NASDAQ: NVDA) to $150.00 (from $126.00) while maintaining a Buy rating.

The analyst comments "We increase our above consensus CY25/26 EPS by 7%/13% to reflect growing 2025 build plan of GB200 for both NVL36/76 configurations... More

Microsoft: Gen-AI CapEx efficiency significantly outpacing that of Azure build out - Goldman

Goldman Sachs reiterated its Buy rating on Microsoft (NASDAQ: MSFT) with a $515 price target in a note this week, citing strong returns on the company's investments in Generative AI (Gen-AI).

While some investors are concerned about the return on investment (ROI) for Gen-AI, Goldman Sachs sees parallels to the company's successful Azure cloud computing build-out.

"We draw several parallels to the Azure infrastructure build-out in which Azure CapEx intensity (CapEx / Azure Revenue) stabilized... More

Jefferies sees upside in Nvidia, raises target

Jefferies analysts are bullish on Buy-rated NVIDIA (NASDAQ: NVDA), raising their price target to $150 per share from $135 in a note Monday.

This increase reflects positive takeaways from their recent Asia trip and upcoming meetings with key players in the AI space.

In a recent note, Jefferies acknowledges mixed performance within the AI sector. While Nvidia... More