UBS analysts have upgraded Amplitude (NASDAQ: AMPL) to 'Buy’ from ‘Neutral’, believing the digital analytics software company stands out with a “compelling setup" due to the potential for an acceleration of its revenue growth to 20% plus in fiscal 2026.
In a note to clients on Friday, the analysts stated their revenue growth projections are backed by factors such as growing multi-product adoption, favorable usage-based pricing dynamics, and emerging AI agent opportunities.
Take-Two Interactive Software Inc (NASDAQ:TTWO) is expected to post fiscal second quarter 2026 results largely in line with guidance, according to analysts at Wedbush, who have raised their price target on the ‘Outperform’-rated stock to $290 from $275.
Shares of Take-Two traded hands at $255, up almost 40% this year.
If there’s one thing the energy transition keeps teaching investors, it’s that the tortoise often has the better innings than the hare. Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF) has never been the flashiest name in clean tech, but its steady progress toward commercial scale in solid oxide fuel cells (SOFCs) suggests the quiet ones can still surprise.
The company’s latest presentation to analysts laid out a refreshed strategy focused on three straightforward aims: signing new manufacturing licence agreements, speeding up its partners’ progress, and honing its single-stack fuel cell technology. It sounds simple enough, but behind that clarity sits a business now reshaped for its next stage of growth.
Wedbush analysts believe Roblox Corp (NYSE:RBLX) is the most compelling growth opportunity in the video game sector.
In a note to clients on Friday, the analysts cited the company’s recent hit games driving “massive” platform growth, its slate of new and upcoming products and investments, and the potential to unlock additional profit drivers within its business as it continues to expand as reasons for their optimism.
When AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) reports third-quarter results next Thursday, 6 November, with investors and analysts will be keen to hear about the financial implications of the 'most favoured nation' (MFN) pricing deal recently agreed with Donald Trump, as well as the loss of its Farxiga patent and prospects for new drugs coming out of its pipeline.
This will be the first opportunity for discussion of the US MFN deal, making it a key discussion point, according to analysts at UBS.
Amazon.com Inc (NASDAQ:AMZN) shares surged almost 11% to about $246 after a third quarter earnings beat, with analysts at Oppenheimer and Wedbush highlighting Amazon Web Services (AWS) and AI initiatives as key growth drivers.
Following the report, Oppenheimer raised its 12 to 18-month price target to $290, maintaining an 'Outperform' rating, citing accelerating AWS revenue growth.
Wedbush analysts raised their target price on Apple Inc (NASDAQ:AAPL, ETR:APC) to $320 per share from $310 to reflect what they called “increased confidence” in the Apple growth story.
The analysts also believe the iPhone 17 launch is “off to a great start” heading into the key holiday December quarter in the US and China and noted the company’s continued strong Services growth.
Oppenheimer & Co analysts late Thursday weighed in on Reddit (NYSE:RDDT)’s third quarter earnings and revenue results, which exceeded Wall Street expectations.
Reddit’s Q3 sales rose 68% year-over-year, while its earnings per share of $0.80 surpassed the analyst consensus estimate of $0.51.
Citi has reiterated its 'neutral' rating on Shell PLC (LSE:SHEL, NYSE:SHEL) with a £26.50 target price, saying the company’s robust balance sheet leaves it well placed to keep rewarding shareholders even as questions persist over long-term growth.
Third-quarter results came in slightly ahead of expectations, helped by strong realised margins in the core upstream division. Citi noted that consensus forecasts had already moved higher following Shell’s recent trading update, meaning the outperformance was modest but reassuring.
Svenska Handelsbanken has cut Novo Nordisk (NYSE:NVO)to hold from buy and slashed its target price to DKK 330 from DKK 480, citing a breakdown in confidence over the company’s direction and recent governance changes.
The shares were down 2% at DKK 316.
Analysts at Wedbush are optimistic heading into Unity Software Inc (NYSE:U)’s third quarter earnings report on November 5, expecting results to come in ahead of guidance as momentum builds across the company’s core businesses.
The firm reiterated its ‘Outperform’ rating and $42 price target, writing that expectations are “reasonably high” as Unity’s ad network stabilizes and its new Vector platform gains traction.
Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB)'s third quarter earnings have been overshadowed by debate about the company’s ramping investment in its AI initiatives, with analysts at Wedbush, Jefferies, and Oppenheimer offering sharply differing takes on the company’s long-term trajectory.
Shares of Meta traded down 11.5% at about $665 amid investor concerns about Meta’s ballooning AI investments.
Wedbush analysts believe AppLovin Corp (NASDAQ:APP) has repeatedly proven that its phenomenal growth will continue for the foreseeable future, while calling its profit margins “staggering”.
Applovin will report its third quarter 2025 financial results on November 5.
Amazon.com Inc (NASDAQ:AMZN) is set to report solid third quarter results led by continued retail strength and improving sentiment around its cloud business, according to Bank of America analysts.
The firm estimates revenue of $179 billion and operating income of $20.4 billion, both above consensus forecasts of $178 billion and $19.7 billion, respectively.
Microsoft Corp (NASDAQ:MSFT) drew praise from analysts at Wedbush and Jefferies following its fiscal first quarter 2026 earnings report, with both firms highlighting AI-driven growth, robust cloud adoption, and operational strength as key drivers for investor confidence.’
Wedbush maintained an ‘Outperform’ rating with a 12-month price target of $625, emphasizing that Microsoft’s results mark the next stage of AI adoption.
Wedbush analysts view Apple Inc (NASDAQ:AAPL, ETR:APC) as a “compelling” large cap tech stock to own into year-end and 2026, believing no "AI premium" is factored into the company’s current stock price.
In a note to clients on Tuesday, the analysts maintained their ‘Outperform’ rating and $310 per share target price on Apple stock, believing the “AI monetization piece could add $75 to $100 per share to the Apple story over the coming few years.”
Oppenheimer & Co analysts late Wednesday raised their target price on Alphabet Inc (NASDAQ:GOOG) to $345 per share, from $300, while reiterating their ‘Outperform’ rating, believing that AI is driving an "expansionary moment for Search."
The analysts also believe Google Cloud's momentum is accelerating, with the division of Alphabet approaching profitable growth as the third-largest cloud provider.
Haleon PLC's (LSE:HLN, NYSE:HLN) third-quarter numbers were in line with expectations and the outlook was maintained, but analysts at Barclays flagged that the toothpaste, painkiller and vitamin maker is not yet out of the woods.
Organic sales growth (OSG) of 3.4% for the quarter was in line with the average analyst forecast, helped by better volumes, though the Oral Health arm saw growth short of the City consensus.
Shell PLC's (LSE:SHEL, NYSE:SHEL) third-quarter update offered few surprises but plenty of reassurance. UBS kept its “buy” rating and a price target of 3,050p, noting that the oil major’s numbers were solid across the board, with cash flow and balance sheet trends both pointing the right way.
Adjusted earnings came in better than expected. The company reported underlying earnings before interest, tax, depreciation and amortisation of $14.8 billion, about 3% ahead of consensus.
Caught in a trap? That's how Jefferies headlines its analysis of Rathbones Group PLC (LSE:RAT, OTC:RTBBF).
The note prompted the shares to slip 5% on Thursday after the broker initiated coverage with an 'underperform' rating and a £16.50 price target.
After Wednesday's results, GSK PLC (LSE:GSK, NYSE:GSK) looks to have delivered one of its cleaner beats in recent quarters.
Third-quarter numbers were comfortably ahead of expectations, with sales up 4% on consensus and core operating profit 12% higher. UBS described it as a “high-quality beat”, driven by stronger HIV and specialty medicines sales, firmer margins and solid cost control.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD)'s latest announcements mark another major turning point in the artificial intelligence revolution, according to Wedbush analysts, who believe CEO Jensen Huang’s keynote at the company’s GTC event in Washington, DC, underscores Nvidia’s role as the driving force behind the next era of AI infrastructure.
“Huang’s remarks reinforce our view that Nvidia remains at the center of one of the most disruptive technology shifts in modern history,” the analysts wrote.
Bank of America analysts expect Alphabet Inc (NASDAQ:GOOG) to report another quarter of stable Search growth plus strong Cloud backlog growth, which could reinforce investor confidence in the company’s AI execution.
In a note to clients, the analysts increased their price objective on Alphabet to $280 per share, while reiterating their ‘Buy’ rating on the stock.
Bank of America analysts expect Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB)’s upcoming third quarter financial results to surpass Wall Street expectations, with potential upside being driven by an improving macroeconomic environment, accelerating AI benefits, and higher advertising sector spending.
In a note to clients on Tuesday, the analysts stated that they expect Meta to report Q3 revenue of $50 billion along earnings per share of $7.30, beating the analyst consensus forecast of $49.5 billion and $6.69, respectively.
Despite missing expectations for its second quarter, Wedbush analysts believe the focus remains on Electronic Arts Inc (NASDAQ:EA, ETR:ERT)’s (EA) pending, go-private transaction with an investor consortium led Saudi Arabia’s Public Investment Fund (PIF).
“We expect the transaction to go through with few regulatory hurdles," the analysts wrote in a note to clients on Wednesday.
Bank of America said it expects Microsoft Corp (NASDAQ:MSFT) to post slightly better-than-expected fiscal first-quarter results, citing strong demand for cloud and security products and growing investments in artificial intelligence infrastructure.
Ahead of Microsoft’s quarterly report on October 28, the bank said checks with channel partners indicate deal activity “remains healthy with inline or better results,” suggesting potential revenue upside of 0% to 1% versus its $77 billion forecast, up 18% from a year earlier.
Lululemon Athletica Inc (NASDAQ:LULU) is facing potential margin pressure as the company increases its focus on outerwear, according to analysts from Jefferies.
The analysts noted that the brand is dedicating significant in-store and online space to the category but cautioned that early signs of discounting could weigh on profitability.
Wedbush analysts believe Palantir Technologies Inc (NYSE:PLTR) has the potential to be a trillion-dollar market cap company in the next few years as the AI Revolution takes hold and AI production continues to accelerate.
“With the company continuing to strategically innovate its product suite while investing in top talent and maintaining a global presence, we believe that Palantir has a golden path to become the next Oracle over the coming years and will grow into its valuation,” the analysts wrote in a note to clients on Wednesday.
The Bank of England will cut interest rates at next week's meeting, Goldman Sachs predicted on Wednesday.
Economists at the US investment bank changed their tune, swimming against the wider City tide, which sees Threadneedle Street keeping rates on hold, with only 7.3 basis points of cuts priced in on swap rate markets for this coming meeting.
Wedbush analysts project the 2025 North American box office to reach $9 billion, representing a 5% year-over-year increase, followed by $9.7 billion in 2026, up 9% from 2025.
“Mid-single-digit growth in 2025, followed by a high single-digit rise in 2026, signals a steady recovery with broader scope and consistent quality,” the analysts wrote.
Flutter Entertainment PLC (LSE:FLTR, NYSE:FLUT) could deliver better-than-feared third-quarter results when it reports on 12 November, according to Citi.
The US bank opened a 30-day "positive catalyst watch" ahead of the update and reiterated its 'buy' rating.
Booking Holdings Inc (NASDAQ:BKNG, ETR:PCE1) reported strong financial results for the third quarter, posting both revenue and adjusted earnings per share (EPS) above expectations.
Adjusted EPS of $99.50 topped estimates of $99.25 per share.
Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF) shares jumped on Wednesday after UBS almost tripled its share price target, citing accelerating demand for the company’s solid oxide fuel cell (SOFC) technology and an improving financial outlook.
The target was lifted to 350p from 120p and a 'buy' rating, with shares in the company rising 16% on the day to 306p, up around 300% since Bosch pulled out of its partnership in February.
If Hikma Pharmaceuticals PLC (LSE:HIK, OTC:HKMPF) can deliver a reassuring third-quarter trading update next week, broker Panmure Liberum it could start to reverse what has been a comprehensive derating in recent months.
The main driver of the circa-30% fall between February and September has been concerns that the "growth engine" of the Injectables division is
stalling, said analyst Seb Jantet.
GSK PLC's (LSE:GSK, NYSE:GSK) third-quarter results offered the kind of clean beat investors like to see.
Sales came in 4% ahead of UBS forecasts, with operating profit up 12% and strength visible across all three divisions: Specialty Medicines, Vaccines and General Medicines.
Ecora Resources PLC (LSE:ECOR, TSX:ECOR, OTCQX:ECRAF) shares rose 9% to 94.47p after the mining royalty company reported record third-quarter earnings, fuelled by surging income from its copper and cobalt assets and the resumption of mining at its Kestrel coal royalty area.
Total portfolio contribution, Ecora’s measure of royalty and streaming income, more than doubled to $25 million in the three months to September, from $11.8 million in the previous quarter.
GSK PLC (LSE:GSK, NYSE:GSK) shares rose 4% to 1,707p after the pharmaceutical group raised its full-year guidance and delivered quarterly results that topped forecasts across almost every metric.
The upbeat figures, helped by a strong performance in Specialty Medicines and vaccines, also prompted positive analyst commentary, with Jefferies reaffirming its 'buy' rating and setting a price target of 2,000p.
Qualcomm Inc (NASDAQ:QCOM, ETR:QCI)’s move into artificial intelligence data center chips could mark a pivotal step in diversifying beyond its slowing smartphone business, according to Bank of America.
The chipmaker last week unveiled its new AI accelerator chips, the AI200 and AI250, expanding its product line and footprint into the fast-growing data center market.
Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) expects the Federal Reserve will reduce interest rates by 25 basis points at its upcoming FOMC meeting on October 28 to 29, pointing to signs the US labor market is easing from its post-pandemic tightness.
Markets are pricing in a 99.9% chance the Fed will cut rates by 25 basis points, according to the CME Fed Watch Tool.
Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) has released long-term foreign exchange forecasts through 2035, projecting shifts in both major and emerging market currencies as part of its broader analysis of structural investment trends.
The firm’s analysts project EUR/USD at 1.21, USD/JPY at 100, GBP/USD at 1.24, and USD/CNY at 5.17 by 2035.
Gold’s recent surge has caught the eye of investors, but according to Bank of America analysts, while the metal may be overbought in the short term, underlying factors suggest it is still underinvested and poised for potential gains in 2026.
"The magnitude of the current rally is not out of the ordinary when compared to any of the gold bull markets since 1970," analysts wrote, adding that sharp monthly price declines of more than 10% have historically been followed by strong rallies.
RBC Capital Markets analysts believe the risk/reward for shares of Palantir Technologies Inc (NYSE:PLTR) is “unfavorable,” adding that the valuation for the company seems “unsustainable”.
In a note to clients on Tuesday, the analysts maintained their ‘Underperform’ rating and $45 per share price target on Palantir ahead of the company’s third quarter 2025 financial results scheduled for November 3 after market close.
Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) has reinstated its ‘Buy’ rating on food delivery platform DoorDash Inc (NYSE:DASH), setting a 12-month price target of $315 following the company’s acquisition of Deliveroo.
The firm wrote that the target implies roughly 22% upside from current levels and reflects what it sees as an attractive risk/reward profile relative to other large-cap companies.
Wedbush analysts on Tuesday weighed in on the proposed merger talks between Skyworks Solutions Inc (NASDAQ:SWKS), a major supplier of radio frequency chips for Apple and other smartphone makers, and its competitor Qorvo Inc (NASDAQ:QRVO).
In a note to clients, the analysts wrote that there are clearly synergies from the proposed combination but cautioned the deal could trigger anti-trust concerns, as politics adds an element of uncertainty.
Oracle Corp (NYSE:ORCL, ETR:ORC) has solidified its position as a major player in the artificial intelligence (AI) infrastructure market, following its $300 billion deal with OpenAI, according to Bank of America analysts.
The investment banking firm said Oracle’s accelerated capital expenditure and increased GPU density have positioned the company alongside established hyperscalers in the AI compute space.
UBS reckons the long winter for chipmakers may finally be thawing, with its latest global semiconductor distributor tracker pointing to the strongest signs yet of a market recovery as inventories stabilise and prices rise across almost every product line.
Monitoring stock levels and pricing trends at more than 100 electronics distributors worldwide, the tracker shows inventories up 1% in October, with prices climbing by a similar amount.
Uber Technologies Inc (NYSE:UBER, ETR:UT8)'s third quarter results are set to modestly outperform Wall Street expectations, driven by strong mobility trends and continued progress in autonomous vehicle (AV) development, Bank of America analysts believe.
They maintained their ‘Buy’ rating on the ride-hailing and delivery app with a $115 price objective. Shares traded up 2.5% at about $96 on Monday afternoon.
Spotify Technology SA (NYSE:SPOT) is expected to deliver third quarter results largely in line with management’s outlook, according to UBS analysts who repeated their ‘Buy’ rating on the streaming service ahead of the report.
The analysts set a $850 price target, which implies upside of nearly 29% from Friday’s closing price of about $660.
Apple Inc (NASDAQ:AAPL, ETR:APC) is showing signs of cooling demand for its latest iPhone 17 models, though growth in China continues to outpace other markets, according to Jefferies analysts.
Jefferies highlighted that delivery lead times for iPhone 17 models are generally declining. “There is almost no lead time for 17 Pro in the six markets we track,” the analysts wrote.
UBS analysts on Monday initiated coverage of Fermi Inc (NASDAQ:FRMI, LSE:FRMI) with a ‘Buy’ rating and a 12-month target price of $30 per share, saying the data center developer is “powering the AI revolution”.
In a note to clients, the analysts wrote that a key upcoming catalyst for its stock is the conversion of the letter of intent with its first tenant into a firm lease by year end 2025, which is expected to generate annualized revenue of $1.5 billion.