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$AMD price target raised to $720 from $620 at BofA BofA raised the firm's price target on AMD to $720 from $620 and keeps a Buy rating on the shares. Agentic AI requires compute across the system and the Anthropic/Akamai CPU infrastructure deal "further supports CPU importance in the agentic era," says the analyst, who models the server CPU total addressable market growing from $61B calendar year 2026 to $211B in calendar 2030. The firm raised its calendar 2027 and 2028 estimates for AMD by 2% and 3%, respectively.

Meta Platforms $META price target raised to $885 from $770 at Citizens Citizens raised the firm's price target on Meta Platforms to $885 from $770 and keeps an Outperform rating on the shares. Meta Connect 2026 highlighted an increasingly AI-first hardware ecosystem and early Muse momentum, with the consumer-focused agent potentially expanding Meta's share of AI usage and eventually enabling new monetization opportunities, the analyst tells investors in a research note.

🚨⬆️BNP Paribas upgraded Nebius $NBIS to Outperform from Neutral with a price target of $399, up from $260.

Meta $META Platforms price target raised to $900 from $780 at KeyBanc KeyBanc analyst Justin Patterson raised the firm's price target on Meta Platforms to $900 from $780 and keeps an Overweight rating on the shares. Muse's momentum reinforces the view that sentiment around consumer AI is poised to improve, the analyst tells investors in a research note. The firm believes Meta now has "multiple paths to drive revenue growth." KeyBanc believes the company's product innovation should drive faster medium-term revenue and earnings growth, supporting multiple expansion.

Micron $MU price target raised to $1,300 from $1,150 at Citi Citi analyst Atif Malik raised the firm's price target on Micron to $1,300 from $1,150 and keeps a Buy rating on the shares. The firm upped its August and November quarter estimates for Micron citing better than expected DRAM pricing. Citi expects the stock to rally into SEMICON West, saying equipment makers will talk about DRAM shortages. Micron should report upside to fiscal Q4 estimates as the DRAM and NAND markets remain undersupplied, the analyst tells investors in a research note.

Stifel upgraded Microsoft $MSFT to Buy from Hold with a price target of $575, up from $530. The firm states it is increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth as open-weight model advancement has boosted management's LLM agnostic strategy, the analyst tells investors in a research note. Stifel adds that Microsoft's operating expense efficiencies are supportive of stable operating margins, while its strong cash-flows should limit the company's need for outside financing. Regarding its prior gross-margin concerns earlier this year, it is now increasingly evident that Azure operational efficiency efforts, elimination of payments to OpenAI post the April contract revision, disciplined capex spending and focused opex growth should enable Microsoft to sustain current operating-margins, Stifel states.

⬆️Stifel analyst Brad Reback upgraded Microsoft $MSFT to Buy from Hold with a price target of $575, up from $530.

Marvell $MRVL initiated with a Buy at Seaport Research Seaport Research initiated coverage of Marvell with a Buy rating and $270 price target. The company has considerable growth ahead as its interconnect and custom silicon businesses "enjoy their time in the AI sun", the analyst tells investors in a research note. The firm adds however that while Marvell brings considerable IP and expertise to the custom market and has all the tools to be a strong competitor, custom can be a "fickle business".

UBS starts CoreWeave $CRWV at Buy amid AI compute demand, cautious multiple UBS initiated coverage of CoreWeave with a Buy rating and $120 price target. Despite outstanding AI compute demand signals and strong evidence that CoreWeave's revenue per gigawatt metric will march higher, consensus sentiment is very cautious, reflected in the stock's revenue multiple of just 3x the 2027 estimate, the analyst tells investors in a research note. Concerns reside around the company's leverage and credit risk, but these are peaking, which warrants a "non-consensus" Buy call, UBS added.

HSBC downgrades Netflix $NFLX on viewer share loss to YouTube HSBC downgraded Netflix to Hold from Buy with a price target of $76, down from $96. The firm believes Alphabet's YouTube is taking increasing viewer share from Netflix. A Near-term engagement recovery is unlikely at Netflix as YouTube's strategy shift adds to its competitive headwinds, the analyst tells investors in a research note. HSBC says YouTube has been rapidly expanding its living room footprint, having captured a record 14.2% share of U.S. TV time in July. The firm believes YouTube's momentum is increasingly coming at the expense of Netflix as its share fell to a multi-year low of 7.8%. Netflix in premarket trading is little changed at $73.29.

Oppenheimer analyst Timothy Horan raised the firm's price target on Microsoft $MSFT to $570 from $515 and keeps an Outperform rating on the shares after a recent headquarters meeting. The firm left the meeting comfortable that its acceleration with capital discipline thesis for Microsoft remains intact. In Oppenheimer's view, Azure and M365 commercial can sustain business acceleration in FY27 as Copilot monetization remains strong, more compute capacity comes online, and as customers increasingly standardize on Microsoft as the primary enterprise AI platform. Further, efficiency gains and capital discipline are key focuses and yielding more predictable capex and positive free cash flow this year, unlike some hyperscaler peers.

Jefferies raised the firm's price target on Meta Platforms $META to $875 from $710 and keeps a Buy rating on the shares. Prior to Muse, investors had completely dismissed the idea that Meta would be able to release a personalized consumer AI agent, favoring Google instead, but Muse is "a killer product" and "flips the narrative," the analyst tells investors. Based on "unprecedented" consumer adoption - well ahead of Claude and Gemini after launch - and the firm's experience over the past two weeks that "supports the hype," the analyst believes Muse has "all the signs of a killer app." JPMorgan says Meta Platforms' Muse has continued to climb in Apple's App Store to currently the number one most downloaded free app in the U.S. The "combination of virality and Meta's strong distribution platform make the buzz around Muse quite palpable," the analyst tells investors in a research note. JPMorgan says that while still early, Muse has the potential to become the most widely used consumer AI application since ChatGPT. The firm believes Muse adoption and engagement will continue to ramp, with Meta beginning to prove out AI returns beyond its core advertising platform. JPMorgan sees a potential total addressable market in the tens of trillions of dollars. It reiterates an Overweight rating on Meta with an $820 price target. BofA analyst Justin Post notes Meta's Muse app launched on September 8 and early reviews suggest Muse's functionality is resonating with users. Third-party data suggest strong initial interest in Muse, which reached the number one position on the U.S. iOS App Store in the Productivity category shortly after launch and has maintained a 4.9-star rating across more than 25,000 reviews, added the analyst. The firm, which thinks investors were concerned about Meta's ability to build a differentiated AI product, sees Muse's early success driving more optimism on Meta's potential AI investment returns. BofA keeps a Buy rating and $810 price target on Meta shares.

Rosenblatt initiated coverage of SanDisk $SNDK with a Buy rating and $2,400 price target. New AI compute platforms are creating an opportunity to reposition NAND Flash from a commodity storage medium to a more system-critical component of AI infrastructure, and Sandisk's technology roadmap supports this opportunity, the analyst tells investors in a research note. With technology and manufacturing partner, Kioxia, the company has advanced NAND process technology for roughly 25 years, which can support a favorable bit-cost curve and sustain a performance-and-cost advantage in AI-oriented enterprise storage, the firm added.

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Meta Platforms $META price target raised to $796 from $640 at Wells Fargo Wells Fargo raised the firm's price target on Meta Platforms to $796 from $640 and keeps an Overweight rating on the shares. Entering Meta Connect conference with product momentum following successful model releases and early traction on Meta Muse assistant, the firm believes Meta now has a story to tell. Though early, Wells expects focus on usage stats of Muse assistant and models.