Today: 7 February 2026
Subscribe
Browse Category

Analyst Ratings News 11 January 2026 - 13 January 2026

Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

New York, Jan 13, 2026, 14:44 EST Shares of Super Micro Computer (SMCI) dropped 6.3% to $28.22 Tuesday afternoon following Goldman Sachs analyst Katherine Murphy’s initiation of coverage with a Sell rating. She set a $26 price target, pointing to “limited visibility into improving profitability.” (Benzinga) The warning comes as investors, once eager for artificial intelligence (AI) hardware, start focusing more on profit margins than just top-line growth. Super Micro’s shares have plunged almost 45% in the last three months, according to a Yahoo Finance report. (Yahoo Finance) Goldman isn’t challenging Super Micro’s role in AI servers. Barron’s noted the
13 January 2026
····
AST SpaceMobile (ASTS) stock slips after B. Riley downgrade — what traders watch next

AST SpaceMobile (ASTS) stock slips after B. Riley downgrade — what traders watch next

New York, Jan 13, 2026, 15:12 EST — Regular session underway. Shares of AST SpaceMobile (ASTS.O) dropped Tuesday following a downgrade from B. Riley Securities, which shifted its rating from Buy to Neutral. Interestingly, the firm also bumped up its price target. The stock fell roughly 3.8%, landing at $94.65. (StreetInsider.com) This call matters since AST’s valuation hinges largely on its 2026 execution, the year it plans to move from demonstration and deployment to wider service. When a stock is priced on future milestones, one rating change can quickly swing sentiment. B. Riley analyst Mike Crawford raised his price target
13 January 2026
·····
Amphenol stock rises as Barclays, Citi and Truist lift targets after CommScope deal closes

Amphenol stock rises as Barclays, Citi and Truist lift targets after CommScope deal closes

New York, January 13, 2026, 14:25 EST — Regular session Amphenol Corp shares climbed 2.2%, hitting $148.28 in afternoon trading Tuesday, defying the broader market slump. The S&P 500 ETF SPY and the tech-focused QQQ both slipped roughly 0.4%. The connector maker has been on the rise after finalizing its $10.5 billion acquisition of CommScope and as analysts updated their ratings on the stock. The spotlight remains on data-center and communications wiring — essentially the infrastructure behind the expansion — where even minor demand changes can swiftly alter the earnings outlook. Amphenol announced on Monday that it has finalized its
13 January 2026
·····
nLIGHT stock jumps after early Q4 revenue tops guidance; Needham lifts target to $48

nLIGHT stock jumps after early Q4 revenue tops guidance; Needham lifts target to $48

New York, Jan 13, 2026, 13:16 (EST) — Regular session nLIGHT Inc shares jumped Tuesday following an upbeat preliminary Q4 revenue forecast that topped the company’s own projections, bringing forward a crucial data point for a stock often priced for defensive growth. The shares gained 4.9% to $43.61, after fluctuating between $40.95 and $46.59. The early update is significant, coming amid investor conferences and as markets seek clues on whether aerospace and defense demand will extend into 2026. For nLIGHT, it serves as a quick gauge of whether its directed-energy efforts are evolving into consistent revenue, beyond just one-off development
13 January 2026
·····
Applied Materials stock steadies near highs after Susquehanna upgrade, BofA lifts target again

Applied Materials stock steadies near highs after Susquehanna upgrade, BofA lifts target again

New York, Jan 13, 2026, 12:39 (EST) — Regular session underway Applied Materials shares edged up 0.2% to roughly $308 by midday Tuesday, staying close to the session peak of $310.6 amid a wave of new price-target upgrades. The iShares Semiconductor ETF climbed 1.5%, KLA added 1.7%, while Lam Research dropped 0.5%, and ASML remained mostly flat. The broker’s note carries weight since Applied Materials serves as a key indicator for capital spending on chipmaking equipment. Investors are eager to pinpoint the next phase of the spending cycle. With a strong rally projected through 2026, even minor shifts in this
13 January 2026
·····
IREN Limited stock nudges higher after H.C. Wainwright upgrade as bitcoin firms

IREN Limited stock nudges higher after H.C. Wainwright upgrade as bitcoin firms

New York, Jan 13, 2026, 11:36 ET — Regular session IREN Limited shares ticked up roughly 1% to $50.82 around midday Tuesday. The boost came after H.C. Wainwright raised its rating on the Nasdaq-listed firm to “buy,” attaching an $80 price target. (MarketBeat) Bitcoin climbed roughly 1.5% to $93,434, while mining-related stocks like Marathon Digital, Riot Platforms, and CleanSpark also saw gains. The upgrade is significant since IREN now stands as a high-beta play linked to two volatile arenas: crypto prices and the race for AI computing power. When risk appetite changes, the stock can swing sharply. Investors are also
13 January 2026
·····
SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

New York, January 13, 2026, 11:07 EST Shares of Super Micro Computer (SMCI) fell on Tuesday after Goldman Sachs assumed coverage of the AI-server maker with a Sell rating, warning profit margins could weaken further even as demand for artificial intelligence (AI) hardware stays strong. The stock was down about 6.0% at $28.31 as of 10:51 a.m. EST. (Investing.com) The call lands at a touchy moment for Super Micro, which sits in the middle of the AI buildout but is being judged less on how fast it ships boxes and more on what it keeps after costs. For a stock
13 January 2026
·····
GE Vernova (GEV) stock jumps as GLJ lifts target to $1,087; Baird turns cautious on competition

GE Vernova (GEV) stock jumps as GLJ lifts target to $1,087; Baird turns cautious on competition

New York, Jan 12, 2026, 12:29 EST — Regular session Shares of GE Vernova Inc. climbed Monday after GLJ Research raised its price target to $1,087 from $805. Meanwhile, Baird downgraded the stock to Hold, cutting its target to $649. The stock was up 2.7% at $639.38 by midday, fluctuating between $614.33 and $644.73 earlier. Baird cited increasing competition from Doosan, Boom Technology, FTAI Aviation, and Caterpillar. (Barron’s) The tug-of-war is critical now since investors view GE Vernova stock as a stand-in for limited power equipment—gas turbines, grid gear, and the ongoing service contracts. Data centers loom behind much of
12 January 2026
····
IREN stock pops in premarket as Bernstein tags it a 2026 “top AI pick” after Microsoft deal

IREN stock pops in premarket as Bernstein tags it a 2026 “top AI pick” after Microsoft deal

NEW YORK, January 12, 2026, 07:08 EST IREN (IREN.O) shares climbed roughly 2.2% in U.S. premarket Monday, following a Bernstein note naming the company a 2026 “top AI pick,” per TipRanks. The stock was flagged at $47.05, up $1.02 from its previous close. https://www.google.com/finance/quote/IREN%3ANASDAQ?hl=en The call matters because IREN straddles two volatile sectors: bitcoin-linked miners and AI data centers. Investors are wrestling with whether its grid power and chip agreements can transform a boom-and-bust mining operation into a steadier stream of contracted infrastructure revenue. Rates remain a key factor. The U.S. consumer price index for December drops Tuesday, followed by
12 January 2026
·····
Plug Power stock slid on a TD Cowen downgrade — what traders watch before Monday

Plug Power stock slid on a TD Cowen downgrade — what traders watch before Monday

New York, Jan 11, 2026, 18:28 EST — Market closed. Shares of Plug Power Inc (PLUG.O) fell 5.6%, ending Friday at $2.19. With U.S. markets closed over the weekend, the stock remains volatile near the $2 level. (Plug Power) TD Cowen’s Jeffrey Osborne downgraded the hydrogen firm from “Buy” to “Hold,” slashing his price target from $4 to $2, according to StreetInsider.com. Timing is key as Plug gears up for a special shareholder meeting on Jan. 29 to vote on charter amendments, including doubling its authorized common shares—the legal cap on how many shares the company can issue. Plug says
12 January 2026
·····
Lam Research stock (LRCX) jumps on Mizuho target hike — what to watch into Monday and the week ahead

Lam Research stock (LRCX) jumps on Mizuho target hike — what to watch into Monday and the week ahead

New York, January 11, 2026, 14:32 ET — The market is now closed. Shares of Lam Research (LRCX) surged 8.7% on Friday following Mizuho’s boost of its price target to $220 from $200. The PHLX semiconductor index climbed 2.7%, hitting a new high. “Investors are getting granular and picking the winners and losers,” said Zachary Hill, head of portfolio management at Horizon Investments. (Reuters) Lam sees the burst as significant since equipment manufacturers operate upstream in the semiconductor cycle. When chipmakers boost spending, orders can jump sharply; when they hold back, tool stocks tend to react quickly. Next week, the
11 January 2026
·······
Plug Power stock (PLUG) slides after TD Cowen downgrade as Walmart deal and dilution vote near

Plug Power stock (PLUG) slides after TD Cowen downgrade as Walmart deal and dilution vote near

New York, Jan 10, 2026, 18:43 (ET) — Market closed Shares of Plug Power dropped Friday following TD Cowen’s downgrade of the hydrogen equipment maker to “hold” from “buy.” The firm also slashed its price target to $2 from $4, pointing to weak demand in material handling and electrolyzers. The stock last traded at $2.19, down 5.8%, on volume of roughly 114 million shares. (TipRanks) The call is crucial as Plug aims to stabilize its funding narrative amid a slowdown in customer purchases of expensive hydrogen equipment. The company markets fuel-cell systems for warehouse forklifts and electrolyzers, devices that separate
11 January 2026
····
1 … 6 7 8 9 10 … 50

Stock Market Today

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Singapore, February 7, 2026, 15:11 SGT — Market closed. Shares of Singapore’s Keppel Ltd (SGX:BN4) ended Friday at S$11.64, up 0.17%, with the market shut for the weekend and traders eyeing whether the post-results bid carries into Monday. A filing showed Keppel bought back 151,400 shares on Feb. 6 at prices between S$11.38 and S$11.55, spending about S$1.74 million including costs. (ShareInvestor) The stock had surged 6.1% on Thursday to close at S$11.62 after Keppel reported higher FY2025 earnings and laid out a larger distribution, sending the counter to its highest level in more than 12 years. That move did
ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

7 February 2026
ST Engineering shares fell 1.9% to S$9.71 Friday, outpacing the Singapore market’s 0.8% drop amid a tech-led selloff. The company signed a deal with Shield AI at the Singapore Airshow to integrate autonomy software into its unmanned platforms and unveiled a small drone capable of carrying explosives. About 6.9 million shares traded as investors await full-year results on Feb. 27.
Go toTop