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Wolfe sees AMD AI revenue $3B below expectations in 2025
Wolfe Research says the firm’s artificial intelligence checks on AMD (AMD) were below expectations. Original design manufacturer build plans currently suggest only modest quarterly growth next ...
West Pharmaceutical initiated with a Peer Perform at Wolfe Research
Wolfe Research analyst Doug Schenkel initiated coverage of West Pharmaceutical (WST) with a Peer Perform rating and no price ...
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What’s Causing Tempus AI Inc (TEM) Stock’s 1.86% Jump Over the Last Six Months?
On Friday, Tempus AI Inc (TEM) stock saw a decline, ending the day at $41 which represents a decrease of $-0.99 or -2.36% from the prior close of $41.99. The stock opened at $42 and touched a low of ...
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Atlassian price target raised to $375 from $270 at Wolfe Research
Wolfe Research analyst Alex Zukin raised the firm’s price target on Atlassian (TEAM) to $375 from $270 and keeps an Outperform rating on the shares. In a research note partly titled “2025 ...
Twist Bioscience (NASDAQ:TWST) Research Coverage Started at Wolfe Research
Wolfe Research began coverage on shares of Twist Bioscience (NASDAQ:TWST – Free Report) in a research report sent to ...
Which subsectors to own and which to avoid – Wolfe Research
Wolfe Research is bullish on U.S. stocks in 2025 and names which subsectors to own and which subsectors to avoid.
Why PayPal's $107 Price Target Has Investors Buzzing About Its 2025 Potential
PayPal's "PayPal Everywhere" initiative, tighter cost management, and expanded debit adoption are lining up to deliver mid-teen EPS growth. Even with a 40% rally in the past six months, Wolfe sees the ...
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StandardAero initiated with an Outperform at Wolfe Research
Wolfe Research initiated coverage of StandardAero (SARO) with an Outperform rating and $34 price target The firm says disruption in all areas of the plane manufacturer landscape make it a very ...
General Dynamics downgraded at Wolfe Research
General Dynamics (GD) downgraded to Peer Perform from Outperform by Wolfe Research due to challenges in Gulfstream unit and shipbuilding operations.
GE Vernova stock 'has been a home run' but Wolfe Research still sees value
Additionally, Wolfe sees potential for "significant capital return" given GE Vernova's strong balance sheet, which includes ...