Qualcomm (NASDAQ: QCOM) Analyst Ratings

/ / Technology /

Qualcomm (NASDAQ: QCOM) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/08/2023 0.72% Morgan Stanley $119 → $132 Downgrades Overweight → Equal-Weight 11/03/2023 6.83% DZ Bank → $140 Upgrades Hold → Buy 11/02/2023 6.83% JP Morgan $135 → $140 Maintains Overweight 11/02/2023 6.83% Susquehanna $130 → $140 Maintains Positive 11/02/2023 -9.19% Morgan Stanley $129 → $119 Maintains Overweight 10/24/2023 -0.8% Susquehanna $140 → $130 Maintains Positive 09/14/2023 10.64% Rosenblatt → $145 Reiterates Buy → Buy 09/14/2023 10.64% Keybanc → $145 Reiterates Overweight → Overweight 09/12/2023 -23.69% Wells Fargo $95 → $100 Maintains Underweight 08/23/2023 6.83% Mizuho → $140 Reiterates Buy → Buy 08/09/2023 -4.62% Daiwa Capital → $125 Downgrades Buy → Outperform 08/03/2023 6.83% Piper Sandler $120 → $140 Maintains Overweight 08/03/2023 -1.56% Morgan Stanley $125 → $129 Maintains Overweight 08/03/2023 6.83% Susquehanna $145 → $140 Maintains Positive 08/03/2023 10.64% Rosenblatt → $145 […]

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Morgan Stanley (NYSE:MS) Analyst Ratings

/ / Financials /

Morgan Stanley (NYSE:MS) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 11/28/2023 3.21% Societe Generale → $80 Downgrades Buy → Hold 11/20/2023 9.66% Exane BNP Paribas → $85 Downgrades Outperform → Neutral 11/16/2023 32.89% Oppenheimer $98 → $103 Maintains Outperform 10/23/2023 2.12% Odeon Capital → $79.15 Downgrades Buy → Hold 10/20/2023 — Wolfe Research Upgrades Underperform → Peer Perform 10/19/2023 25.15% Evercore ISI Group $102 → $97 Maintains Outperform 10/19/2023 30.31% BMO Capital $102 → $101 Maintains Outperform 10/19/2023 26.44% Oppenheimer $100 → $98 Maintains Outperform 10/11/2023 8.37% UBS $110 → $84 Downgrades Buy → Neutral 10/05/2023 18.69% JP Morgan $93 → $92 Maintains Overweight 09/26/2023 29.02% Oppenheimer $105 → $100 Maintains Outperform 09/25/2023 16.11% RBC Capital → $90 Reiterates Sector Perform → Sector Perform 09/07/2023 27.73% HSBC → $99 Initiates Coverage On → Buy 08/18/2023 35.47% Oppenheimer $110 → $105 Maintains Outperform

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JPMorgan Chase (NYSE:JPM) Analyst Ratings

/ / Financials /

JPMorgan Chase (NYSE:JPM) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 11/16/2023 61.44% Oppenheimer $233 → $243 Maintains Outperform 10/16/2023 12.94% Piper Sandler $168 → $170 Maintains Overweight 10/16/2023 13.61% BMO Capital $167 → $171 Maintains Market Perform 10/16/2023 54.8% Oppenheimer $215 → $233 Maintains Outperform 10/16/2023 26.89% Morgan Stanley $187 → $191 Maintains Overweight 10/03/2023 24.24% Morgan Stanley $179 → $187 Maintains Overweight 09/26/2023 42.84% Oppenheimer $219 → $215 Maintains Outperform 09/12/2023 4.97% RBC Capital → $158 Reiterates Outperform → Outperform 09/12/2023 18.92% Morgan Stanley $173 → $179 Maintains Overweight 09/08/2023 4.97% RBC Capital → $158 Reiterates Outperform → Outperform 09/07/2023 5.63% HSBC → $159 Initiates Coverage On → Hold 08/18/2023 45.5% Oppenheimer $227 → $219 Maintains Outperform 08/01/2023 6.3% Atlantic Equities $150 → $160 Maintains Neutral 07/18/2023 14.93% Morgan Stanley $160 → $173 Maintains Overweight 07/17/2023 11.61% Piper Sandler $158 →

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Broadcom (NASDAQ:AVGO) Analyst Ratings

/ / Technology /

Broadcom (NASDAQ:AVGO) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/08/2023 — Summit Insights Group Upgrades Hold → Buy 12/04/2023 7.93% Rosenblatt → $1000 Reiterates Buy → Buy 12/04/2023 18.73% Oppenheimer $990 → $1100 Maintains Outperform 11/28/2023 18.73% Susquehanna $1010 → $1100 Maintains Positive 11/24/2023 29.52% Keybanc $1000 → $1200 Maintains Overweight 09/22/2023 7.39% Truist Securities → $995 Reiterates Buy → Buy 09/21/2023 7.39% Truist Securities → $995 Reiterates Buy → Buy 09/18/2023 9.01% Susquehanna → $1010 Reiterates Positive → Positive 09/14/2023 7.93% Keybanc → $1000 Reiterates Overweight → Overweight 09/08/2023 7.39% Truist Securities $942 → $995 Maintains Buy 09/05/2023 7.93% Baird $900 → $1000 Maintains Outperform 09/01/2023 5.23% Piper Sandler $925 → $975 Maintains Overweight 09/01/2023 7.93% Evercore ISI Group → $1000 Reiterates Outperform → Outperform 09/01/2023 -2.86% Wells Fargo $800 → $900 Maintains Equal-Weight 09/01/2023 6.85% Oppenheimer $900 → $990 Maintains

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Broadcom’s VMware Expected to Contribute Multi-Year Double-Digit Growth, BofA Says

/ / Technology /

Broadcom’s (AVGO) VMware can contribute double-digit growth for several years because more workloads and activity continue to be supported virtually through the use of VMware technology, BofA Securities said Tuesday in a note. “We view this as key for [Broadcom’s] infra software strategy, as VMware (60% of segment sales) could accelerate segment growth from 4%-5% to 7%-8% long-term,” BofA said. The firm said that even though Broadcom hasn’t provided targets beyond 2024, it sees the potential of VMware to drive the company’s EPS toward $60 in 2025. Broadcom, a semiconductor manufacturing company, completed its acquisition of VMware in November. BofA maintained Broadcom’s buy rating and raised the price objective to $1,250 from $1,200.

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Applied Materials, Inc. (Nasdaq: AMAT) Analyst Ratings

/ / Technology /

Applied Materials, Inc. (Nasdaq: AMAT) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/12/2023 18.54% TD Cowen $165 → $185 Maintains Outperform 11/22/2023 12.14% Redburn Atlantic → $175 Upgrades Neutral → Buy 11/17/2023 7.01% Mizuho $162 → $167 Maintains Buy 11/17/2023 8.93% JP Morgan $165 → $170 Maintains Overweight 11/17/2023 -9.01% Morgan Stanley $139 → $142 Maintains Equal-Weight 11/17/2023 15.34% Needham → $180 Reiterates Buy → Buy 10/13/2023 15.34% Needham → $180 Upgrades Hold → Buy 10/05/2023 -3.88% UBS $130 → $150 Maintains Neutral 09/15/2023 1.24% Mizuho → $158 Reiterates Buy → Buy 09/15/2023 18.54% Wolfe Research → $185 Initiates Coverage On → Outperform 08/21/2023 12.14% Berenberg $150 → $175 Maintains Buy 08/21/2023 -17.98% Susquehanna $112 → $128 Maintains Neutral 08/21/2023 -0.68% Goldman Sachs $135 → $155 Maintains Buy 08/18/2023 2.52% Craig-Hallum $139 → $160 Maintains Buy 08/18/2023 2.52% TD Cowen $150 →

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Marriott (NASDAQ:MAR) Analyst Ratings

/ / Consumer Discretionary /

Marriott (NASDAQ:MAR) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/05/2023 7.97% Wells Fargo → $220 Initiates Coverage On → Equal-Weight 10/23/2023 14.35% HSBC → $233 Initiates Coverage On → Buy 10/16/2023 13.86% Morgan Stanley $225 → $232 Maintains Overweight 09/21/2023 8.46% Truist Securities → $221 Reiterates Hold → Hold 09/21/2023 10.42% B of A Securities $215 → $225 Maintains Buy 09/12/2023 5.52% TD Cowen $185 → $215 Maintains Outperform 08/31/2023 10.42% Citigroup $175 → $225 Maintains Neutral 08/14/2023 6.99% Bernstein $204 → $218 Downgrades Outperform → Market Perform 08/07/2023 8.95% Wells Fargo $212 → $222 Maintains Overweight 08/02/2023 8.46% Truist Securities $213 → $221 Maintains Hold 08/02/2023 13.86% Argus Research $208 → $232 Maintains Buy 08/02/2023 10.42% Morgan Stanley $208 → $225 Maintains Overweight 08/02/2023 3.06% BMO Capital $192 → $210 Maintains Market Perform 08/02/2023 7.97% Baird $198 → $220 Maintains Neutral

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Oracle (NYSE:ORCL) Analyst Ratings

/ / Technology /

Oracle (NYSE:ORCL) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/12/2023 18.37% Piper Sandler $130 → $125 Maintains Overweight 11/13/2023 — Edward Jones Upgrades Hold → Buy 10/23/2023 1.33% Morgan Stanley $106 → $107 Maintains Equal-Weight 10/09/2023 27.84% Evercore ISI Group $131 → $135 Upgrades In-Line → Outperform 09/25/2023 23.11% BMO Capital $132 → $130 Maintains Market Perform 09/22/2023 42.05% Guggenheim → $150 Reiterates Buy → Buy 09/22/2023 23.11% Piper Sandler → $130 Reiterates Overweight → Overweight 09/21/2023 4.17% Berenberg $82.5 → $110 Maintains Hold 09/19/2023 42.05% Mizuho $150 → $150 Maintains Buy 09/15/2023 36.36% HSBC → $144 Initiates Coverage On → Buy 09/14/2023 18.37% DZ Bank → $125 Upgrades Hold → Buy 09/13/2023 13.64% Citigroup $138 → $120 Maintains Neutral 09/13/2023 -5.3% JP Morgan $112 → $100 Downgrades Overweight → Neutral 09/12/2023 -1.52% DA Davidson $115 → $104 Maintains Neutral 09/12/2023 39.2%

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Oracle’s Cloud Growth Disappoints Once More, Emphasizing Reliance on Migration Strategy, BofA Says

/ / Technology /

Oracle’s (ORCL) cloud expansion falls short again, highlighting the dependency on migration efforts, BofA Securities said in a note. “Oracle reported disappointing Q2 results, marked by a shortfall to revenue versus consensus estimates,” BofA Securities said. The company’s cloud revenue increased by 24% year-over-year on a constant currency basis, which, though positive, fell short of the guidance. However, despite the revenue shortfall, Oracle managed to exceed expectations in terms of profitability, reporting pro forma EPS that exceeded predictions, the note said. BofA Securities said that Software as a service, or SaaS, and infrastructure as a service, or IaaS, growth slowed for Oracle, especially as other cloud service providers are surpassing expectations. The shortfall to guidance raises concerns, suggesting reliance on customer migrations, from legacy on premise e-business suite, compared to new application growth, according to the note. “We are encouraged by demand signals from Microsoft in the new Oracle DB

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Oracle Fiscal Third-Quarter Guidance Lacks ‘Meaningful’ Upside Potential, Morgan Stanley Says

/ / Technology /

Oracle’s (ORCL) fiscal second-quarter revenue miss came amid underperformance in license and certain key cloud assets, while the software maker’s third-quarter outlook lacks “meaningful” upside potential, Morgan Stanley said Tuesday. Late Monday, the company reported that its revenue rose 5% year over year to $12.94 billion in the quarter through Nov. 30, but fell short of the Capital IQ-polled consensus of $13.05 billion. Adjusted per-share earnings grew to $1.34 from $1.21 a year earlier, just above Wall Street’s $1.33 view. Oracle cloud infrastructure, or OCI, revenue growth slowed from first-quarter’s pace, while capital expenditures fell year over year, “disappointing even against a lower bar,” Morgan Stanley said in a note. “Management reasoned that a near-term focus on accommodating large deals had led to capacity constraints and some revenue slippage in smaller deals, while also creating increased lumpiness and execution risk in the forward model.” For its third quarter, the company

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