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Financial Forecasts 28 December 2025 - 19 January 2026

Morgan Stanley Upgrade Lifts MDA Space as 2026 Space-Tech Funding Forecast Rises

Morgan Stanley Upgrade Lifts MDA Space as 2026 Space-Tech Funding Forecast Rises

Global investment in space technology is set to climb again in 2026 after a record year, driven by defense-linked satellite systems and launch capacity, investment firm Seraphim Space said on Monday. Private investment rose 48% in 2025 to $12.4 billion, the firm said, and “a potential SpaceX IPO could act as a powerful catalyst,” said Seraphim Space investment analyst Lucas Bishop. The update lands as Canada’s MDA Space jumped 14.5% on Friday after Morgan Stanley upgraded the stock, a move that helped keep Toronto’s main index near record levels.
Robinhood stock forecast 2026: Fresh December trading data puts HOOD in focus

Robinhood stock forecast 2026: Fresh December trading data puts HOOD in focus

Robinhood Markets Inc said on Tuesday that customers traded about $170 billion of equities — measured by “notional” volume, the dollar value of trades — from Dec. 1 through Dec. 28, as investors looked for clues on where the retail broker’s stock could head in 2026. It also reported about 179 million options contracts, about $19 billion of crypto notional volume, and about 2.6 billion event contracts, contracts that trade between $0.01 and $1 and settle at $1; the company said the unaudited figures were preliminary and that full December operating data would come with its full-year and fourth-quarter earnings release. Shares last closed at $113.10, while analysts tracked by MarketScreener had an average target price of $151.33. MarketScreener
Netflix Stock Forecast 2026: Wall Street Sees 40% Upside for NFLX as Warner Deal Risk Hangs Over Shares

Netflix Stock Forecast 2026: Wall Street Sees 40% Upside for NFLX as Warner Deal Risk Hangs Over Shares

Analyst price targets for Netflix heading into 2026 cluster around the low $130s, implying roughly 34% to 41% upside from the latest close, based on figures compiled by TipRanks and 24/7 Wall St. Morgan Stanley’s Benjamin Swinburne kept a Buy rating while cutting his target to $120, while Bank of America’s Jessica Reif Ehrlich maintained a Buy and a $149 target, TipRanks said. TipRanks+1
Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Arabian Oil Co, better known as Saudi Aramco, enters 2026 after its shares fell 15.04% in 2025, the stock’s worst annual drop since its December 2019 IPO, amid weak oil markets and rising regional tensions. Saudi Arabia’s benchmark ended the year about 13% lower, and Milad Azar, a market analyst at XTB MENA, said the market may rebound in 2026 as monetary policy eases and interest rates decline, but “key risks could remain oil and global growth.” Reuters
Microsoft stock forecast for 2026: Wedbush puts $625 target on MSFT as “inflection year” looms

Microsoft stock forecast for 2026: Wedbush puts $625 target on MSFT as “inflection year” looms

Wedbush Securities analyst Dan Ives has put Microsoft at the top of his 2026 artificial intelligence stock list and set a $625 price target after the company’s shares rose about 16% in 2025. “FY26 for Microsoft remains the true inflection year of AI growth,” Ives wrote in a client note, referring to the company’s fiscal 2026 year. Business Insider
Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters
AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips after Chinese technology companies ordered more than 2 million units for 2026, sources told Reuters. The company holds about 700,000 units in inventory and expects TSMC to start work on expanded output in the second quarter of 2026, the sources said. The graphics processing units, or GPUs, are used to train and run AI models, but Beijing has yet to approve shipments even after Washington recently allowed H200 exports to China with a 25% fee, the sources said. Reuters

Stock Market Today

  • SoFi jumps after Goldman Sachs lifts target, ETF latest and Q2 earnings on deck
    July 9, 2026, 4:01 PM EDT. SoFi shares climbed 4.3% after Goldman Sachs bumped its price target to $21 from $17 while sticking with a Neutral call. The stock is still off nearly 30% this year, sitting at $18.49 and far from the $32.73 52-week high. Investors weighing SoFi's lending arm versus its fee revenue, which hit $386.8 million in Q1. The company launched the SoFi Social 50 Income ETF for income-focused investors, though initial fee results are light. All eyes on Q2 earnings set for July 29, with the street looking for lasting growth and profit. Market cap sits at $25.5 billion as the mixed run continues.
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