By Michael Bloom
Publication Date: 2026-08-12 12:26:00
Bank of America reiterates CoreWeave as buy Bank of America says it sees a robust margin outlook following CoreWeave e arnings. “Strong quarter with revenue growth of 112% YoY, modestly above Street’s 111%, and operating margin of 5% beat Street estimates by 220bps, attributed to meaningful capacity additions.” Read more. Oppenheimer upgrades Intuitive Surgical to outperform from perform Oppenheimer says the company is “crowding out competitors.” “We are upgrading Intuitive Surgical to an OP rating/$500 PT (was Perform). The change in our thesis is being driven by a more nuanced risk-reward assessment at these levels…” Wells Fargo reiterates Tesla as underweight Wells says its checks show Tesla deliveries trended lower for July. “Of the 5 mkts we track, Jul y TSLA deliveries are trending -15% y/y & -48% m/m. July TSLA deliveries are tracking -15% y/y, below VA consensus’s Q3 forecast of -9%.” JPMorgan upgrades Joyy to overweight from neutral JPMorgan says it sees “sizeable shareholder returns.” “We upgrade JOYY (a global ads and digital entertainment platform) to OW, our PT of $98 implies 31% upside.” Read more. Deutsche Bank upgrades Entegris to buy from hold Deutsche says buy the weakness in the semicap equipment company. “After ~6 months on the sidelines, we are upgrading shares of ENTG to a Buy rating and raising our P/T to $200.” Deutsche Bank upgrades Hilton Worldwide to buy from hold Deutsche Bank says buy the dip. “Post HLT’s ~ 7% decline over the past month,…
