FMP

FMP

Wells Fargo Reiterates Overweight on NVIDIA After Groq Licensing Clarification

Wells Fargo reiterated its Overweight rating and $265 price target on NVIDIA (NASDAQ: NVDA), following clarification around the company’s relationship with privately held AI hardware firm Groq. The firm said speculation that NVIDIA was spending more than $20 billion to acquire Groq was resolved after Groq formally announced a non-exclusive licensing agreement with NVIDIA. Wells Fargo noted the agreement effectively functioned as an acqui-hire, with Groq founder Jonathan Ross, President and CO...

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Dec 26, 2025 8:32 AM
davit kirakosyan

BofA Maintains Buy Rating on NVIDIA After Groq Licensing News

BofA Securities reiterated its Buy rating and $275 price target on NVIDIA Corp. (NASDAQ: NVDA), following news that privately held Groq entered into a non-...

Dec 26, 2025 8:30 AM
davit kirakosyan

UBS Reaffirms Neutral View on Nike Despite Improving Brand Indicators

UBS reiterated a Neutral rating and a $62 price target on Nike Inc. (NYSE: NKE), citing improving brand momentum but a longer-than-expected turnaround time...

Dec 26, 2025 8:30 AM
davit kirakosyan

Freedom Capital Initiates MDU Resources Coverage With Hold Rating

Freedom Capital Markets initiated coverage on MDU Resources Group Inc. (NYSE: MDU) with a Hold rating and a $20 price target. The firm said MDU’s regula...

Dec 26, 2025 8:27 AM
davit kirakosyan

H.C. Wainwright Maintains Neutral Stance on Biohaven After BHV-7000 Setback

H.C. Wainwright reiterated a Neutral rating and $11 price target on Biohaven Pharmaceutical Holding Co. (NYSE: BHVN) following disappointing clinical resul...

Dec 26, 2025 8:26 AM
davit kirakosyan

Agios Pharma Shares Surge After FDA Approval of Mitapivat

Agios Pharmaceuticals Inc. (NASDAQ: AGIO) shares jumped 18% on Thursday after the company received U.S. Food and Drug Administration approval for mitapivat...

Dec 25, 2025 12:01 PM
davit kirakosyan

BMO Reiterates Market Perform on Halliburton, Sees Resilient North America Trends

BMO Capital reiterated a Market Perform rating and a $31 price target on Halliburton (NYSE: HAL), pointing to relative resilience in North American activit...

Dec 25, 2025 12:00 PM
davit kirakosyan

Raymond James Downgrades KB Home Amid Strategic and Competitive Concerns

Raymond James downgraded KB Home (NYSE: KBH) to Market Perform from Outperform, citing disappointment with fourth-quarter 2025 results and heightened near-...

Dec 25, 2025 11:59 AM
davit kirakosyan

Lake Street Raises Dave Inc Price Target as Credit Trends and Monetization Improve

Lake Street Capital Markets raised its price target on Dave Inc. (NASDAQ: DAVE) to $308 from $263 while reiterating a Buy rating, citing improving fundamen...

Dec 25, 2025 11:58 AM
davit kirakosyan

B. Riley Cuts WhiteFiber Target While Highlighting Execution Progress at NC-1

B. Riley lowered its price target on WhiteFiber Inc. (NASDAQ: WYFI) to $40 from $44 while maintaining a Buy rating, following updated assumptions tied to t...

Dec 25, 2025 11:57 AM
davit kirakosyan

Noble Capital Downgrades Comstock Mining as Capital Needs Remain Elevated

Noble Capital downgraded Comstock Mining Inc. (NYSE: LODE) to Market Perform from Outperform, citing ongoing near-term funding requirements and execution u...

Dec 23, 2025 2:00 PM
Alex Lavoie

Americold Realty Trust Partners with On the Run to Enter Convenience Store Distribution

Americold Realty Trust, listed on the NYSE under the symbol COLD, is a leader in temperature-controlled logistics. The company has recently announced a str...

Dec 23, 2025 2:00 PM
Tony Dante

Recent Market Movers: A Detailed Analysis

In recent market analysis, several companies have experienced significant price movements, reflecting a range of underlying factors from corporate developm...

Dec 23, 2025 11:09 AM
Alex Lavoie

Hamilton Insurance Group, Ltd. (NYSE: HG) Price Target and Analyst Ratings Update

Hamilton Insurance Group, Ltd. (NYSE: HG) is a prominent player in the insurance industry, offering a range of insurance and reinsurance services. The comp...

Dec 23, 2025 11:05 AM
Gordon Thompson

Marvell Technology Inc. (NASDAQ:MRVL) Overview: Strategic Moves in the AI Semiconductor Industry

Marvell Technology Inc. (NASDAQ:MRVL) is a prominent player in the AI semiconductor industry, known for its innovative solutions in AI silicon and optics. ...