$EVR

Analysts made several rating changes: Truist initiated DigitalOcean as buy, citing AI growth; Citi downgraded Abercrombie & Fitch to neutral; Baird upgraded Synopsys to outperform. Other notable moves include upgrades for SQM, Synopsys, Extra Space Storage, and downgrades for Celsius, Regions, and Novo Nordisk. Bank of America reiterated Nvidia as buy, highlighting strong AI growth.

Nvidia (NVDA) shares rose 7% premarket after Q2 earnings and revenue beat estimates, with revenue more than doubling. Dollar General (DG) jumped 12% on raised earnings guidance. HP (HPQ) fell 11% despite beating estimates. Salesforce (CRM) rose 12% on strong Q2 results. Okta (OKTA) increased 19% after beating expectations and raising guidance. CrowdStrike (CRWD) gained 10% on strong Q2 results. Everpure (EVR) rose 3% after a Bank of America upgrade. Abercrombie & Fitch (ANF) fell 1.4% after a Ci

Evercore ISI raised its price target for Williams-Sonoma to $245 from $240. The company's stock is currently trading at $238.40, up 0.41% on the day and 1.15% over the past year. Analysts from UBS and RBC have also commented positively on the company's performance and outlook.

Evercore ISI analyst Mark Mahaney predicts Meta (META) could generate $22B in annual gross revenue by 2027 from renting excess AI computing capacity, raising his price target to $860. Meta plans to double its computing capacity to 14 gigawatts by 2027, with potential surplus to rent out. Analysts estimate 7% of this capacity could yield $22B in revenue and $4.32 in EPS. GPU rental prices are also being tracked as an indicator.

Evercore Inc. has hired senior bankers Jean Stack and John Song from Robert W. Baird & Co. to expand its aerospace, defense, and government services coverage, according to Bloomberg. The new hires will join as senior managing directors in the Washington area, with plans to open a new office in Virginia. The move is part of Evercore's broader strategy to grow its sponsors and middle-market coverage.

Evercore ISI reiterated an Outperform rating and $365 price target on Apple (AAPL) after the company launched refreshed Mac mini models with M6 and M5 Pro chips. The new models feature improved AI performance, graphics, and storage. Apple's stock has returned 37% over the past year but is considered overvalued relative to its Fair Value, according to InvestingPro data. Walmart will implement Apple Pay by 2026, and Apple is modifying ad tracking rules following a German competition authority inve

Evercore ISI raised its price target for Meta Platforms (META) to $860 from $820. The stock is currently trading at $565.42, up 1.14% on the day and 3.92% year-to-date, but down 14.40% over 5 days. The adjustment reflects changes in valuation and earnings per share revisions.

Evercore ISI raised its price target for NetApp from $170 to $210. The company's stock is currently trading at $187.49, down 2.49% over 5 days and 7.59% year-to-date, but up 76.21% over a longer period. The adjustment reflects changes in valuation and earnings per share revisions.

Evercore ISI added Dell Technologies (NYSE:DELL) to its 'tactical outperform list' ahead of earnings, citing strong AI server demand and supply constraints. The firm expects a solid quarterly beat and raised fiscal 2027 guidance, with AI servers as the main growth driver. Street estimates project $44.9B revenue and $4.89 EPS, up 51% YoY. Dell's AI backlog stands at $51.3B, with supply constraints expected to persist.

Evercore ISI reduced its price target for Analog Devices (ADI) from $474 to $462 but maintained an 'Outperform' rating. The stock is currently trading at $370.24, reflecting a 36.52% gain year-to-date. The firm's rating is based on a weighted average of valuation, EPS revisions, and visibility metrics.