Market news

Oppenheimer reiterates Salesforce (CRM) Outperform with $275 target as surveys show strong IT budgets and Agentforce interest—see adoption risks and outlook.

Salesforce's (CRM) current Dreamforce customer survey supports the near-term growth outlook but offe

FuelCell Energy shares are trading higher Tuesday as Wall Street initiated coverage with a bullish price target tied to AI power demand.

Oppenheimer has become considerably more cautious on Boston Scientific Corporation (NYSE:BSX), but not cautious enough to abandon its bullish rating. Analyst Suraj Kalia lowered the firm’s price target on Boston Scientific to $65 from $85 on September 21, ahead of the company’s quarterly results, while maintaining an Outperform rating. Kalia is also reducing Oppenheimer’s fiscal […]

Investing.com -- Oppenheimer analysts say the artificial intelligence transition in software has moved beyond experimentation and into a phase where companies must demonstrate measurable returns on investment. Enterprise AI spending remains strong, but customers and investors now focus on business outcomes rather than adoption metrics alone. AI is becoming a recurring operating expense, with chief financial officers evaluating investments alongside labor costs and demanding clear returns.

Microsoft Corp. (NASDAQ: MSFT) stock remains a primary focus for investors as the company converts Copilot into a full-scale workplace AI platform.

During an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.

Costco Wholesale's (COST) fiscal Q4 profit beat expectations even excluding the benefit from tariff

Akamai Technologies' (AKAM) $11.6 billion agreement with Anthropic improves visibility for its cloud

Microsoft (NASDAQ:MSFT) shares rose 3%, reaching $514.04 in early trading after Oppenheimer lifted its price target on Microsoft stock. A Copilot overhaul aimed squarely at corporate customers is adding to the momentum, strengthening the enterprise artificial intelligence (AI) story behind Oppenheimer’s more bullish view. Technology is leading the market higher. The Technology Select Sector SPDR […]

BrightView's (BV) operational improvements are expected to be followed by an improving financial gro

Dynatrace (DT) joins Oppenheimer Top Picks as AI workloads, Arize deal and sales execution could lift ARR and drive >20% growth.

Teva Pharmaceutical (TEVA) is entering a strong growth phase despite near-term concerns around Auste

Oppenheimer rates Viatris and Teva Outperform with $25/$50 price targets. Read more here.

Detailed price information for Microsoft Corp (MSFT-Q) from The Globe and Mail including charting and trades.

Microsoft Stock Gets a Bold $570 Price Target as AI Growth Stays on Track

The San Diego company is trying to carve out a place beside Eli Lilly’s Zepbound and Novo Nordisk’s Wegovy with a dual GLP-1/GIP drug that can be given as a shot or, later, a pill.

Microsoft's (MSFT) Azure and the M365 commercial business can sustain acceleration in fiscal 2027 de

Microsoft stock dips despite Oppenheimer raising its target to $570.

Microsoft Corp (NASDAQ:MSFT) shares are trading slightly lower Tuesday, pulling back modestly even as Oppenheimer reiterated an Outperform rating and raised the price target on the stock. Here's what you should know.

Since the mammoth success of the films Barbie and Oppenheimer in 2023, Hollywood has taken to jointly marketing movies released on the same day – and December’s matchup of Dune: Part Three and Avengers: Doomsday could break all records

The Bloomberg Commodity Index has moved above a resistance level established in 2014, but Oppenheimer technical analyst Ari Wald said the advance remains concentrated in a limited number of markets rather than reflecting a widespread increase in commodity prices. In his assessment, the index’s technical breakout does not yet provide sufficient evidence of a sustained inflationary threat to equities.

Oppenheimer technical analyst Ari Wald said the Bloomberg Commodity Index’s move above a resistance level dating back to 2014 does not currently indicate a broad-based inflationary threat to equity markets, citing limited participation across individual commodities. The index has surpassed a technical threshold that had remained in place for more than a decade.

AutoZone's (AZO) fiscal fourth-quarter results are likely to face pressure as surging oil prices wei

The Oppenheimer star’s youngest child made his screen debut in 2022’s Lola and has three releases lined up, including one with Amy Adams and Jenna Ortega.

Peter Oppenheimer first flagged the risk that AI stocks were riding an unsustainable earnings boom this summer. He's done more math.

Lindblad Expeditions Holdings (LIND) is positioned for stronger growth through 2026 and beyond as bo

Costco Wholesale's (COST) fiscal fourth-quarter core earnings are likely to fall short of Wall Stree

The $90 target rests on 12x 2027 EBITDA

Etsy (NASDAQ:ETSY) shares rose 2. 9% in premarket trading on Tuesday after Oppenheimer analyst Jason Helfstein upgraded the online marketplace to Outperform from Perform and set a $90 price target.

Etsy is likely to see its sales rise as more consumers discover products listed on its marketplace through AI search tools, according to Oppenheimer.

Aehr Test Systems (AEHR) gains focus as Oppenheimer starts coverage with Outperform and $120 target, citing AI-driven demand.