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How The Schrödinger (SDGR) Investment Story Is Shifting As Analysts Reset Price Targets
25.05.2026 13:14
Schrödinger’s fair value estimate has been trimmed slightly from US$21.38 to US$20.88, bringing it in line with the updated implied price target in the model. This mirrors recent Street research, where several firms have also cut price targets while stressing that the shift reflects refreshed views on valuation, revenue recognition and execution risks rather than a single catalyst. As you read on, you will see how these moving targets shape the evolving analyst narrative and what to watch...
SpaceX and OpenAI IPOs could push the AI trade deeper into bubble territory: Chart of the Day
25.05.2026 12:00
SpaceX and OpenAI IPOs could ush the AI trade deeper into bubble territory as bonds raise the cost of waiting.
The Bull Case For Centene (CNC) Could Change Following BofA’s Medicaid Margin Rebound Projections – Learn Why
23.05.2026 01:15
Earlier this week, BofA Securities issued a report suggesting Centene’s earnings per share could be several times higher by 2029, primarily driven by improved Medicaid margins and a rebound in managed care profitability after recent pressure. The report also argues that Centene’s 2026 earnings guidance reflects only a fraction of its perceived potential, implying current expectations may underappreciate the scope for Medicaid margin recovery based on historical patterns. We’ll now examine...
Does CFRA’s Downgrade and Insider Selling Shift the Bull Case for Bank of America (BAC)?
23.05.2026 01:14
Earlier this month, research firm CFRA downgraded Bank of America to a Hold rating, citing valuation concerns, sensitivity of net interest income to rate moves, and exposure to commercial real estate, while recent bond issuance activity highlighted the bank’s ongoing funding in senior unsecured notes across a range of maturities. An interesting wrinkle is that this more cautious stance from CFRA comes alongside increased insider selling, suggesting a cooler mood among those closest to the...
BofA cuts Rio Tinto and BHP to Neutral on valuation, negative China credit impulse
22.05.2026 10:26
Investing.com -- Bank of America on Friday downgraded both Rio Tinto and BHP Group to Neutral from Buy, citing stretched valuations, a negative turn in China’s credit impulse, and growing macro risks tied to the Middle East conflict.
Bank of America sees writing on the wall for Strait, oil prices
20.05.2026 17:47
Brent crude rose above $112 on May 18. Then President Donald Trump announced he was postponing a planned strike on Iran. The price fell back below $109 in the same session. That kind of intraday swing is what the oil market looks like right now. And Bank of America's Francisco Blanche just ...
ServiceNow (NOW) Stock Trades Up, Here Is Why
20.05.2026 16:28
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 8.9% in the afternoon session after Bank of America reinstated coverage on the stock with a "Buy" rating and a $130 price target.
Bank of America discloses exposure to Bitcoin, XRP, Ether, Solana
20.05.2026 16:26
In its latest 13F filing, the Bank of America (NYSE: BAC) has disclosed a massive indirect exposure to Bitcoin (BTC), XRP, Ethereum (ETH), and Solana (SOL) and a direct exposure to several crypto companies. The Wall Street banking giant's filing with the Securities and Exchange Commission ...
Bank of America tweaks Snowflake stock price target before earnings
20.05.2026 16:17
Snowflake has had a rough stretch. The stock is down 21.92% year-to-date and has lost nearly 6% over the past year, according to Yahoo Finance. That’s a stark contrast to a broader market that has pushed higher and an AI software sector that has minted new winners almost weekly. But Bank of America ...
Bank of America $2.25M ATM fee class action settlement 2026
20.05.2026 14:20
A 2019 lawsuit alleged the bank charged customers twice for balance inquiries at FCTI-owned ATMs inside 7-Eleven locations
Zacks Investment Ideas feature highlights: ServiceNow, Bank of America and NVIDIA
20.05.2026 13:02
ServiceNow shares surged this week after a Bank of America upgrade, AI optimism from NVIDIA, and strong free cash flow momentum.
Bank Of America Links Crypto ETF Exposure With Gen Z Money Habits
20.05.2026 11:13
Bank of America (NYSE:BAC) has disclosed significant holdings in cryptocurrency-related ETFs and recent adjustments to those positions. The bank has also released new Better Money Habits research on Gen Z financial behavior, including savings patterns and financial independence. These updates highlight how a major US bank is approaching digital assets and younger customers' money habits at the same time. For you as an investor, BAC’s ETF disclosure gives a clearer view of how a large,...
Do Wall Street Analysts Like T. Rowe Price Stock?
20.05.2026 11:02
T. Rowe Price has underperformed the broader market over the past year, and analysts are moderately bearish about the stock’s prospects.
Stocks under pressure as correction fears grow and record rally defies geopolitical turmoil
20.05.2026 01:33
"'The pendulum could swing backwards," analysts said on Tuesday amid mounting warnings that equities could soon change course.
ServiceNow Rallies After BofA Restarts Coverage With Buy Rating
19.05.2026 11:47
Analyst says AI could support growth instead of replacing the platform
Investors Favor Commodities, Utilities, Euro, Emerging Markets Stocks
19.05.2026 11:29
Fund managers raised their investments in commodities, utilities, the euro and emerging market stocks in May, the latest Bank of America global fund manager survey shows. Investors reduced their investments in consumer staples, cash, and the U.
Investors Favor Commodities, Utilities, Euro, Emerging Markets Stocks
19.05.2026 11:29
Fund managers raised their investments in commodities, utilities, the euro and emerging market stocks in May, the latest Bank of America global fund manager survey shows. Investors reduced their investments in consumer staples, cash, and the U.
Global Semiconductors Seen as Most Crowded Trade: BofA Fund Manager Survey
19.05.2026 10:55
Fund managers say investing in global semiconductors is the most overcrowded trade across global markets, Bank of America's Global Fund Manager Survey finds. Close to three quarters of money managers surveyed said that semiconductor stocks were the most crowded trade in May, up from around 25% in April. Last month, fund managers said the most crowded trade was betting that oil prices would rise.
Half of Fund Managers Still Expect Fed Rate Cut in Next 12 Months, BofA Survey Says
19.05.2026 10:42
Half of investors surveyed in Bank of America's global fund manager survey still forecast the Federal Reserve will cut interest rates in the next 12 months, despite rising inflation expectations, the May survey says.
BofA resets DELL stock price target for second time in just 21 days
19.05.2026 05:07
Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...