Piper Sandler“A FQ3 beat of 37% on EPS, but a quite disappointing FQ4 guide with revenues missing cons by 10% and EPS a 44% miss vs cons. …”Needham“We reiterate our Buy rating but lower our price target to $18 following 3Q results and commentary. …”BMO Capital“Messiness for sure, but all is not lost; GOOGL's Q3 print was messy. …”Guggenheim“We attended Oracle AI World, Investor Meeting, and hosted a dinner with SVP of IR Ken Bond. …”Evercore“KLAC SepQ EPS beat by 3%, and DecQ EPS outlook 5% above consensus as improving supply unlocked faster growth. …”KeyBanc“Alphabet's 3Q results reinforced concerns we had heading into the print, re: Search is decelerating and margins have peaked NT. …”Morgan Stanley“GOOGL is not an expensive stock (16X our '28 EPS in the after hours...and maybe cheaper depending on the size of third party TPU sales). …”Lynx Equity“Strong results out of SK Hynix overnight ought to rekindle investor interest in LRCX. …”Mizuho“We see the Meta equity financing helping remove part of the equity overhang. …”RBC Capital“We expect another beat/raise as robust Agentic AI demand should support at least a 5% revenue beat and 3-5% raise, in our view. …”Piper Sandler“A FQ3 beat of 37% on EPS, but a quite disappointing FQ4 guide with revenues missing cons by 10% and EPS a 44% miss vs cons. …”Needham“We reiterate our Buy rating but lower our price target to $18 following 3Q results and commentary. …”BMO Capital“Messiness for sure, but all is not lost; GOOGL's Q3 print was messy. …”Guggenheim“We attended Oracle AI World, Investor Meeting, and hosted a dinner with SVP of IR Ken Bond. …”Evercore“KLAC SepQ EPS beat by 3%, and DecQ EPS outlook 5% above consensus as improving supply unlocked faster growth. …”KeyBanc“Alphabet's 3Q results reinforced concerns we had heading into the print, re: Search is decelerating and margins have peaked NT. …”Morgan Stanley“GOOGL is not an expensive stock (16X our '28 EPS in the after hours...and maybe cheaper depending on the size of third party TPU sales). …”Lynx Equity“Strong results out of SK Hynix overnight ought to rekindle investor interest in LRCX. …”Mizuho“We see the Meta equity financing helping remove part of the equity overhang. …”RBC Capital“We expect another beat/raise as robust Agentic AI demand should support at least a 5% revenue beat and 3-5% raise, in our view. …”
Rosenblatt“Intel turned in a respectable 3Q26 report but the outlook for 4Q26 is a surprisingly large miss. …”Wells Fargo“'27 total revenue estimates largely unchanged, as +7% revision to Cloud revenue, all TPU sales, offsets 5% reduction to Search revenue. …”Cantor“Amidst supply chain worries post Lam’s report, KLA offered a beat and raise that we believe is good enough. …”Oppenheimer“Reiterating our Outperform rating on Microsoft after strong F1Q27 (Sept.) results that cleared rising investor expectations. …”BMO Capital“MSFT reported a strong quarter, highlighted by Azure accelerating to 48% y/y CC, with further acceleration expected in Q2. …”Bernstein“Alphabet reported its 3Q26 results today after the market close. -10% is a big move. …”Citizens JMP“We are downgrading Alphabet to Market Perform from Market Outperform after search growth slowed by ~5 points from 2Q to 3Q. …”StoneX“We reiterate Buy and our $140 price target ahead of October 29 results after the close. …”Scotiabank“Into the F1Q27 print we put Microsoft on our Top Pick List. …”Argus“We think Meta dodged a bullet with its last-minute settlement in August 2026 of landmark litigation brought by many U.S. states. …”Rosenblatt“Intel turned in a respectable 3Q26 report but the outlook for 4Q26 is a surprisingly large miss. …”Wells Fargo“'27 total revenue estimates largely unchanged, as +7% revision to Cloud revenue, all TPU sales, offsets 5% reduction to Search revenue. …”Cantor“Amidst supply chain worries post Lam’s report, KLA offered a beat and raise that we believe is good enough. …”Oppenheimer“Reiterating our Outperform rating on Microsoft after strong F1Q27 (Sept.) results that cleared rising investor expectations. …”BMO Capital“MSFT reported a strong quarter, highlighted by Azure accelerating to 48% y/y CC, with further acceleration expected in Q2. …”Bernstein“Alphabet reported its 3Q26 results today after the market close. -10% is a big move. …”Citizens JMP“We are downgrading Alphabet to Market Perform from Market Outperform after search growth slowed by ~5 points from 2Q to 3Q. …”StoneX“We reiterate Buy and our $140 price target ahead of October 29 results after the close. …”Scotiabank“Into the F1Q27 print we put Microsoft on our Top Pick List. …”Argus“We think Meta dodged a bullet with its last-minute settlement in August 2026 of landmark litigation brought by many U.S. states. …”
Jefferies“We upgrade Rivian shares to Buy. Q3 accelerated towards +ve Auto gross margin. …”Evercore“We like both the fundamental and cyclical set up for INTC heading into its 3Q26 earnings report. …”Cantor“GOOGL reported 3Q results with revenues in line, but EBIT came in 7% below prior street estimates. …”Baird“Oracle hosted a very positive investor day, directly addressing some of the key investor concerns. …”Raymond James“Bloomberg reported that Marvell may be in discussions to acquire Lumentum. …”Needham“KLA reported a strong beat-and-raise quarter and guiding December quarter growth to be 14% QoQ. …”Barclays“Sentiment was positive going into Q1 FY27 earnings and MSFT did not disappoint. …”StoneX“$63B Special Purpose Vehicle (SPV) finances a portion of Anthropic’s already-planned FY27 compute. …”Oppenheimer“Reiterating Outperform on Microsoft and raising PT to $625 from $570 ahead of F1Q results. …”Freedom Broker“Q3'26 was TXN’s third consecutive beat-and-raise print, and this time margins rather than revenue did the heavy lifting. …”Jefferies“We upgrade Rivian shares to Buy. Q3 accelerated towards +ve Auto gross margin. …”Evercore“We like both the fundamental and cyclical set up for INTC heading into its 3Q26 earnings report. …”Cantor“GOOGL reported 3Q results with revenues in line, but EBIT came in 7% below prior street estimates. …”Baird“Oracle hosted a very positive investor day, directly addressing some of the key investor concerns. …”Raymond James“Bloomberg reported that Marvell may be in discussions to acquire Lumentum. …”Needham“KLA reported a strong beat-and-raise quarter and guiding December quarter growth to be 14% QoQ. …”Barclays“Sentiment was positive going into Q1 FY27 earnings and MSFT did not disappoint. …”StoneX“$63B Special Purpose Vehicle (SPV) finances a portion of Anthropic’s already-planned FY27 compute. …”Oppenheimer“Reiterating Outperform on Microsoft and raising PT to $625 from $570 ahead of F1Q results. …”Freedom Broker“Q3'26 was TXN’s third consecutive beat-and-raise print, and this time margins rather than revenue did the heavy lifting. …”
KeyBanc“INTC posted mixed 3Q26 results (slight rev miss, EPS above) and guided 4Q26, well below. …”Bank of America“We downgrade INTC to Neutral from Buy. …”Mizuho“We do not believe significant TPU revenue or margin is in consensus or the stock.”Susquehanna“AI investment to continue, TPU sales ramping. GOOGL doesn’t guide, but management provided some high-level commentary on the outlook. …”Stifel“Consistent with recent thoughts, Microsoft posted a strong 1Q. …”Bernstein“In our preview note we dreamed of a scenario where Azure could accelerate into high 40’s and M365 Commercial Cloud growing close to 20%. …”Barclays“Alphabet revenue and OI both missed consensus but the tone of the call was upbeat. …”Rosenblatt“Broadcom announced a $63B financing transaction to support Anthropic’s CY27 compute deployments. …”Wells Fargo“ORCL's AI opportunity continues to expand, but path to FY30 targets remains under scrutiny. …”Truist“Cycle continues to strengthen; TXN's cycle continues to accelerate, but we look elsewhere for even more gearing. …”KeyBanc“INTC posted mixed 3Q26 results (slight rev miss, EPS above) and guided 4Q26, well below. …”Bank of America“We downgrade INTC to Neutral from Buy. …”Mizuho“We do not believe significant TPU revenue or margin is in consensus or the stock.”Susquehanna“AI investment to continue, TPU sales ramping. GOOGL doesn’t guide, but management provided some high-level commentary on the outlook. …”Stifel“Consistent with recent thoughts, Microsoft posted a strong 1Q. …”Bernstein“In our preview note we dreamed of a scenario where Azure could accelerate into high 40’s and M365 Commercial Cloud growing close to 20%. …”Barclays“Alphabet revenue and OI both missed consensus but the tone of the call was upbeat. …”Rosenblatt“Broadcom announced a $63B financing transaction to support Anthropic’s CY27 compute deployments. …”Wells Fargo“ORCL's AI opportunity continues to expand, but path to FY30 targets remains under scrutiny. …”Truist“Cycle continues to strengthen; TXN's cycle continues to accelerate, but we look elsewhere for even more gearing. …”
IntelHoldFreedom Broker · Downgraded, cut price target −10% · Oct 30
$90from $100
IntelHoldTD Cowen · Cut price target −21%, kept rating · Oct 30
$75from $95
IntelHoldJP Morgan · Cut price target −6%, kept rating · Oct 30
$80from $85
IntelHoldRBC Capital · Cut price target −25%, kept rating · Oct 30
$75from $100
MicrosoftBuyBaird · Raised price target +20%, kept rating · Oct 30
$600from $500
IntelHoldPiper Sandler · Cut price target −18%, kept rating · Oct 30
$90from $110
IntelHoldDA Davidson · Cut price target −30%, kept rating · Oct 30
$70from $100
IntelHoldStifel · Cut price target −18%, kept rating · Oct 30
$90from $110
RivianSellMorgan Stanley · Cut price target −7%, kept rating · Oct 30
$13from $14
MicrosoftBuyArgus · Kept rating · Oct 30
No target
RivianSellMizuho · Cut price target −23%, kept rating · Oct 30
$10from $13
BYDBuyMacquarie · Cut price target, kept rating · Oct 30
HK$97
RivianHoldCantor · Cut price target −16%, kept rating · Oct 30
$16from $19
RivianBuyEvercore · Kept rating and price target · Oct 30
$18maintained
RivianBuyJefferies · Upgraded · Oct 30
$17
RivianBuyNeedham · Cut price target −22%, kept rating · Oct 30
$18from $23
Alphabet (Google)BuyWells Fargo · Cut price target −11%, kept rating · Oct 30
$371from $417
MicrosoftBuyUBS · Raised price target +4%, kept rating · Oct 29
$700from $675
Alphabet (Google)BuyBMO Capital · Cut price target −11%, kept rating · Oct 29
$425from $480
