Tech earnings ahead, Fed decision, ASML reports - what's moving markets
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 7/10/2026
- Nasdaq ends sharply higher; chip surge offsets Iran worries
- Software stocks slide as Starbucks builds AI tools to replace vendor software
- Applied Materials surges as CEO signals multi-year chip boom
- Oil prices settle 2% lower as economic worries outweigh supply risks
- Meta falls as massive AI infrastructure spending plans overshadow chip progress
- Key things to know ahead of SK Hynix’s blockbuster US listing
- Meta falls as massive AI infrastructure spending plans overshadow chip progress
- S&P Downgrades Oracle To 'bbb-/A-3'; Outlook Stable
- Software stocks slide as Starbucks builds AI tools to replace vendor software
- Citi names top picks in software ahead of Q2 earnings
Evercore ISI Closes Tactical Outperform on Apple (AAPL) Following Earnings
January 31, 2025 12:17 PM ESTEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $260.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "AAPL reported a largely inline Dec-qtr but provided a march-qtr guide that was ahead of buyside fears as they are seeing plenty of offsets to weaker China demand environment. For Dec-qtr, AAPL reported rev/EPS of $123.4B/$2.40 vs. street at $124.3B/$2.35 with top... More
Itau BBA on Apple (AAPL): 'continues to be an uninspiring story for us'
January 31, 2025 12:05 PM ESTItau BBA analyst Thiago Kapulskis reiterated a Market Perform rating and $254.00 price target on Apple (NASDAQ: AAPL)
The analyst comments "Overall, AAPL continues to be an uninspiring story for us. EPS has not grown for 3 years, there are no signs of the so-called... More
Evercore ISI Reiterates Outperform Rating on Apple (AAPL)
January 31, 2025 11:01 AM ESTEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $260.00 price target on Apple (NASDAQ: AAPL)
The analyst comments "AAPL reported a largely inline Dec-qtr but provided a march-qtr guide that was ahead of buyside fears as they are seeing plenty of offsets to weaker China demand environment. For Dec-qtr, AAPL reported rev/EPS of $123.4B/$2.40 vs. street at $124.3B/$2.35 with top... More
CFRA Reiterates Strong Buy Rating on Microsoft (MSFT), PT $490
January 30, 2025 1:31 PM ESTCFRA analyst Angelo Zino reiterated a Strong Buy rating and $490.00 price target on Microsoft (NASDAQ: MSFT)
The analyst comments "We keep our 12-month target at $490 on a P/E of 32.8x our CY 26 EPS view of $14.92. We adjust our FY 25 (Jun.) EPS to $13.01 from $12.96 and FY 26 to $14.72... More
JPMorgan on Tesla (TSLA): 'continue to recommend caution with regard to an investment in TSLA shares'
January 30, 2025 7:29 AM ESTJPMorgan analyst Ryan Brinkman reiterated an Underweight rating and $135.00 price target on Tesla (NASDAQ: TSLA)
The analyst comments "Its not clear to us why Tesla shares traded as much as +5% higher in the aftermarket Wednesday, although we have some leading theories. Perhaps it was managements statement that it had identified an achievable path to becoming worth more than the worlds five most valuable companies taken together (i.e., more than the $14.8 trillion combined market capitalizations of Apple, Microsoft, NVIDIA, Amazon, & Alphabet). Or maybe it was managements belief that... More
Microsoft (MSFT) PT Lowered to $475 at Wolfe Research, 'we continue to keep faith that the longterm AI payback will drive accelerating growth'
January 30, 2025 7:17 AM ESTWolfe Research analyst Alex Zukin lowered the price target on Microsoft (NASDAQ: MSFT) to $475.00 (from $515.00) while maintaining a Outperform rating.
The analyst comments "Key Thoughts. It's hard to sugarcoat these results as hope fore 2H Azure acceleration and capex moderation got the kibosh, as ex-AI azure growth fell below 20% with no clear signals of a bottom while extremely strong AI bookings are still capacity-constrained limiting 2H AI Azure upside. Shares are likely range bound until such time as either... More
Benchmark Upgrades Meta Platforms Inc. (META) to Buy
January 30, 2025 6:12 AM ESTBenchmark analyst Mark Zgutowicz upgraded Meta Platforms Inc. (NASDAQ: META) from Hold to Buy with a price target of $820.00.
For an analyst ratings summary and ratings history on Meta Platforms Inc.... More
Meta Platforms Inc. (META) PT Raised to $800 at Raymond James
January 30, 2025 6:06 AM ESTRaymond James analyst Josh Beck raised the price target on Meta Platforms Inc. (NASDAQ: META) to $800.00 (from $725.00) while maintaining a Strong Buy rating.
The analyst comments "The Call: Reiterate Strong Buy on META as commentary pointed towards a Big Year of AI... More
Microsoft (MSFT) PT Lowered to $500 at Mizuho
January 30, 2025 5:36 AM ESTMizuho analyst Gregg Moskowitz lowered the price target on Microsoft (NASDAQ: MSFT) to $500.00 (from $510.00) while maintaining a Outperform rating.
The analyst comments "However, Azure revenue growth of 31% Y/Y CC was at the low end of mgmt's guided range (+31%-32%), as MSFT's... More
Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)
January 30, 2025 5:19 AM ESTGoldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT)
The analyst comments "We maintain our Buy rating and $500 price target on Microsoft after a mixed F2Q25 report. The ongoing concerns regarding the cadence of Azure growth remain significant for investors, with the stock down 5% AH. Despite this, improvements in the other two pillars for the stock -... More
Morgan Stanley Defending on Microsoft (MSFT): 'Investors Still Climbing the Wall of Worry – But We Feel Better About the Ascent'
January 30, 2025 5:05 AM ESTMorgan Stanley analyst Keith Weiss lowered the price target on Microsoft (NASDAQ: MSFT) to $530.00 (from $540.00) while maintaining a Overweight rating.
The analyst comments "Investors Still Climbing the Wall of Worry But We Feel Better About the Ascent. As discussed in our preview, investor sentiment... More
Tesla is reporting earnings after the close. Watch these numbers
January 29, 2025 2:00 PM ESTTesla (NASDAQ: TSLA) is set to report its fourth-quarter earnings today after the market close, with analysts closely watching key metrics, including vehicle deliveries, gross margins, and updates on future products like the low-cost EV and Robotaxi.
Cantor Fitzgerald said... More

