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StreetInsider.com Top Tickers, 8/18/2026
- Tech selloff weighs down Wall Street as bond yields climb
- Baidu slips as Q2 results miss estimates despite growth in AI cloud business
- Nvidia or Sandisk? BofA reveals which stock is under-owned and which is crowded
- Home Depot beats estimates, reaffirms fiscal 2026 guidance
- Citi says positioning risk is shifting from short squeezes to profit-taking
- Wall Street indexes slip as oil prices rise, retail results awaited
- Tech selloff weighs down Wall Street as bond yields climb
- Micron rises as White House presses Apple to avoid Chinese memory chips
- BofA sees Micron EPS topping $230 by FY30, calls peak fears overblown
- Francisco Partners to acquire Weave Communications for $650M
Dell (DELL) PT Raised to $500 at JPMorgan
May 29, 2026 7:11 AM EDTJPMorgan analyst Samik Chatterjee raised the price target on Dell (NYSE: DELL) to $500.00 (from $280.00) while maintaining a Overweight rating.
The analyst comments "Dell raised its FY27 outlook materially once again, with the demand environment continuing to track well above expectations, and the pipeline now extending further into the year providing visibility to raise revenue expectations for 2H, despite maintaining prudence to account for both supply and the likelihood of demand moderation following the pull-forwards. While pull-forwards are admittedly ongoing, the underlying strength remains evident across multiple drivers: 1) Improvement in the... More
TD Cowen Defending SentinelOne Inc (S)
May 29, 2026 6:21 AM EDTTD Cowen analyst Shaul Eyal reiterated a Buy rating and $22.00 price target on SentinelOne Inc (NYSE: S).
The analyst comments "ARR and Revenue In Line, Billings Miss Our St-Low Est: While F1Q27 ARR/revenue growth of +23%/21% y/y and non-GAAP operating margin of 4% were largely in line with our est and St, calculated billings growth of +14% y/y missed our St-low est of 16% and the consensus 21%. Mgmt called out evolving macro and geopolitical effects, leading to an unfavorable invoice cycle during the Q. Tepid Outlook Signals Deceleration; FY27 Outlook Appears... More
