Berenberg initiates coverage of Palo Alto Networks with a Buy rating and $215 price target, citing AI tailwinds and platformisation.
DA Davidson upgrades AMD to Buy, raises price target to $375 and lifts 2026 revenue forecast by $2 billion on structural CPU demand.
KeyBanc lifts Intel price target to $110 after strong Q1 2026 results, highlighting 22% YoY AI‑driven data‑center growth.
D.A. Davidson initiates Reddit coverage with a Buy rating and $200 target, viewing its 33% YTD decline as an entry point and AI data relevance.