After-hours movers: Dell, Marvell, GAP, Zscaler, Ulta Beauty
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ULTA Beauty (ULTA) PT Raised to $465 at TD Cowen
May 30, 2025 1:09 PM EDTTD Cowen analyst Oliver Chen raised the price target on ULTA Beauty (NASDAQ: ULTA) to $465.00 (from $440.00) while maintaining a Hold rating.
The analyst comments "There could be upside to the stock if comps sequentially improve from +2.9% in 1Q as current FY2 P/E... More
Zscaler (ZS) PT Raised to $300 at FBN Securities
May 30, 2025 9:49 AM EDTFBN Securities analyst Shelby Seyrafi raised the price target on Zscaler (NASDAQ: ZS) to $300.00 (from $230.00) while maintaining a Outperform rating.
The analyst comments "Retain Outperform and raising PT to $300. We retain our Outperform rating on ZS and raise our PT from $230 to $300... More
Zscaler (ZS) PT Raised to $315 at UBS
May 30, 2025 6:19 AM EDTUBS analyst Fatima Boolani raised the price target on Zscaler (NASDAQ: ZS) to $315.00 (from $260.00) while maintaining a Buy rating.
The analyst comments "Compared to some of the weaker April Q results across cyber, we thought Zscalers 3Q performance was very... More
Barclays Reiterates Overweight Rating on Marvell (MRVL)
May 30, 2025 4:56 AM EDTBarclays analyst Tom O\'Malley reiterated an Overweight rating and $80.00 price target on Marvell (NASDAQ: MRVL).
The analyst comments "Finally said the magic word of "3nm" with AMZN and noted securing wafer capacity this quarter but left the door open for... More
BofA Securities on Marvell (MRVL): 'Pipeline affirmed, higher confidence in CY26 growth, maintain est./PO'
May 30, 2025 4:55 AM EDTBofA Securities analyst Vivek Arya reiterated a Buy rating and $72.00 price target on Marvell (NASDAQ: MRVL)
The analyst comments "Inline quarter, outlook and limited change to our estimates. However, key was MRVLs affirmation of: 1) participation in 3nm Amazon custom-chip... More
Zscaler (ZS) PT Raised to $295 at BMO Capital
May 30, 2025 4:53 AM EDTBMO Capital analyst Keith Bachman raised the price target on Zscaler (NASDAQ: ZS) to $295.00 (from $233.00) while maintaining a Outperform rating.
The analyst comments "ZS reported upside to all key metrics and raised its FY25 billings guide by the beat in... More
Zscaler (ZS) PT Raised to $310 at Wolfe Research
May 30, 2025 4:46 AM EDTWolfe Research analyst Alex Zukin raised the price target on Zscaler (NASDAQ: ZS) to $310.00 (from $250.00) while maintaining a Outperform rating.
The analyst comments "ZS traded up ~5% after hours following the company's F3Q25 earnings print after market close. Prior to the print, shares were up 40% YTD versus the IGV +2% and our All Security Index +9%. Over the last three months, ZS shares were up +28% versus the IGV +5% and our All Security... More
Marvell (MRVL) PT Lowered to $90 at Wolfe Research
May 30, 2025 4:45 AM EDTWolfe Research analyst Chris Caso lowered the price target on Marvell (NASDAQ: MRVL) to $90.00 (from $115.00) while maintaining a Outperform rating.
The analyst comments "Maintain Outperform rating; reducing price target to $90. Our $90 price target is based on ~24x our FY27 EPS estimate of $3.74,... More
Zscaler (ZS) PT Raised to $295 at Stifel
May 30, 2025 4:38 AM EDTStifel analyst Adam Borg raised the price target on Zscaler (NASDAQ: ZS) to $295.00 (from $270.00) while maintaining a Buy rating.
The analyst comments "Consistent with our positive checks, Zscaler delivered another solid print, with F3Q25 key metrics above expectations given strong execution and... More
Goldman Sachs Reiterates Buy Rating on Dell (DELL)
May 30, 2025 4:33 AM EDTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $130.00 price target on Dell (NYSE: DELL).
The analyst comments "AI server momentum and buybacks offset EPS miss & F2026 EBIT outlook cut on traditional servers, storage, and PCs. DELLs F1Q26 EPS and EBIT missed on worse-than-expected ISG profits (CSG EBIT was in-line with GSe) and DELL lowered its F2026 EBIT... More
ULTA Beauty (ULTA) PT Raised to $473 at Goldman Sachs
May 30, 2025 4:32 AM EDTGoldman Sachs analyst Kate McShane raised the price target on ULTA Beauty (NASDAQ: ULTA) to $473.00 (from $423.00) while maintaining a Buy rating.
The analyst comments "Following ULTA's 1Q earnings beat, the stock was trading up ~8% after market. ULTA updated its FY25 guidance,... More
ULTA Beauty (ULTA) PT Raised to $485 at DA Davidson
May 30, 2025 4:28 AM EDTDA Davidson analyst Michael Baker raised the price target on ULTA Beauty (NASDAQ: ULTA) to $485.00 (from $415.00) while maintaining a Buy rating.
The analyst comments "Ulta fully lapped the Sephora store-within-a-store rollout, or at least 90% of it, back in 3Q24 and we have... More
Zscaler (ZS) PT Raised to $298 at BTIG
May 30, 2025 4:25 AM EDTBTIG analyst Gray Powerll raised the price target on Zscaler (NASDAQ: ZS) to $298.00 (from $252.00) while maintaining a Buy rating.
The analyst comments "ZS delivered much better than expected FQ325 results and guided FQ425 billings in-line with street forecasts, effectively passing through the Q3 beat to the full year. Over the last 10 days, we have seen a good amount... More
ULTA Beauty (ULTA) PT Raised to $490 at Evercore ISI
May 30, 2025 4:24 AM EDTEvercore ISI analyst Michael Binetti raised the price target on ULTA Beauty (NASDAQ: ULTA) to $490.00 (from $465.00) while maintaining a Outperform rating.
The analyst comments "F1Q25 Beat; ULTA Market Share Gain Thesis is Playing Out: ULTA F1Q beat the quarterSSS was +2.9% above... More
Marvell (MRVL) PT Lowered to $133 at Evercore ISI, 'we are buyers'
May 30, 2025 4:22 AM EDTEvercore ISI analyst Mark Lipacis lowered the price target on Marvell (NASDAQ: MRVL) to $133.00 (from $135.00) while maintaining a Outperform rating.
The analyst comments "We are buyers of MRVL following its Beat and Raise AprQ print. The company reiterated its multi-generational programs... More
Zscaler (ZS) PT Raised to $290 at Evercore ISI
May 30, 2025 4:22 AM EDTEvercore ISI analyst Peter Levine raised the price target on Zscaler (NASDAQ: ZS) to $290.00 (from $245.00) while maintaining a Outperform rating.
The analyst comments "F3Q was another well-executed quarter, with results exceeding expectations across the board. This report reinforces our confidence that the new GTM motion is beginning to deliver results, while the demand environment remains strong. That said, a deeper dive into mgmts commentary, alongside a build-out of our initial FY26 assumptions vs. FactSet consensus leads us to believe estimates need to come down for FY26. We would note... More
Dell (DELL) PT Raised to $125 at JPMorgan
May 30, 2025 4:18 AM EDTJPMorgan analyst Samik Chatterjee raised the price target on Dell (NYSE: DELL) to $125.00 (from $111.00) while maintaining a Overweight rating.
The analyst comments "AI server demand and orders in F1Q as well as greater than typical deployment expectations for F2Q were the bright spot in an otherwise subdued outlook, with traditional Enterprise demand drivers softer and driving incremental caution into the back half of the year. Diving first into the highlight of the quarter, AI backlog expanded to $14.4 bn by F1Q-end, led by a record $12.1 bn of orders in... More
ULTA Beauty (ULTA) PT Raised to $525 at JPMorgan
May 30, 2025 4:16 AM EDTJPMorgan analyst Christopher Horvers raised the price target on ULTA Beauty (NASDAQ: ULTA) to $525.00 (from $477.00) while maintaining a Overweight rating.
The analyst comments "PMs take: a lot to love as the ULTA story continues to blossom (again!). ULTA's results were well-above our raised into-the-print expectations both in terms of comp (2.9% vs. 0.7%e with positive cadence comments on the shape of 1Q, May "better than 1Q," and comparisons easing into the final two months of 2Q, as... More
Dell (DELL) PT Raised to $150 at Raymond James
May 30, 2025 4:12 AM EDTRaymond James analyst Simon Leopold raised the price target on Dell (NYSE: DELL) to $150.00 (from $144.00) while maintaining a Outperform rating.
The analyst comments "We maintain our Outperform rating on DELL following its F1Q26 report that reflected a beat on the top-line, but... More
Gap, Inc. (GAP) PT Lowered to $30 at Citi
May 30, 2025 4:08 AM EDTCiti analyst Paul Lejuez lowered the price target on Gap, Inc. (NYSE: GAP) to $30.00 (from $33.00) while maintaining a Buy rating.
The analyst comments "1Q EPS $0.51 beat cons $0.46 driven by stronger sales/lower SG&A. Gap brand comps +5% were solid, but disappointed high mkt... More
ULTA Beauty (ULTA) PT Raised to $450 at Citi
May 30, 2025 4:08 AM EDTCiti analyst Susan Anderson raised the price target on ULTA Beauty (NASDAQ: ULTA) to $450.00 (from $425.00) while maintaining a Neutral rating.
The analyst comments "1Q EPS $6.70 was a big beat vs cons $5.81 driven by stronger comps (+2.9% vs cons flat)/lower SG&A.... More
Marvell (MRVL) PT Raised to $73 at Morgan Stanley
May 30, 2025 4:04 AM EDTMorgan Stanley analyst Joseph Moore raised the price target on Marvell (NASDAQ: MRVL) to $73.00 (from $70.00) while maintaining a Equalweight rating.
The analyst comments "Thoughts on the stock: This has been an expectations miss ytd, including to some degree this quarter, but the... More
