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Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More
Wed, 13 May 2026 11:54:40 +0000
... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More]]>
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Pre-Market Stock Futures:
Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher inflation, which soared to 3.8% annually, the highest since May 2023, while the core number, which is less food and energy, rose to 2.8%, all but assuring that the Federal Reserve will be forced to hold rates higher for longer. Despite outstanding first-quarter earnings results, which are all but over, the market is heavily overbought and likely could use a breather. The Russell 2000 was the big loser on Tuesday, closing down 0.93% at 2,844, while the aforementioned Nasdaq closed down 0.71% at 26,011. The S&P 500 finished at 7,400, down 0.16%, while the only index to finish higher was the Dow Jones Industrial Average, which finished the session at 49,760, up 0.11%.
Treasury Bonds:
The minute the bond market got a whiff of the inflation numbers, the selling came in fast and furious. Savvy traders knew right away that the potential for rate cuts had likely been pushed out to the end of the year, if at all. When the dust settled on Tuesday, the yield on the 30-year-long Treasury bond had jumped to 5.03% while the benchmark 10-year note ended trading at 4.46%.
Oil and Gas:
The energy complex saw prices shoot higher once again, as growing concerns over supply, the collapse of the peace negotiations, and an Iranian proposal that the President deemed as “stupid” all contributed to the ongoing melt-up. When trading closed, Brent Crude ended the session at $107.80, up 3.48%, while West Texas Intermediate was last seen up 4.37% at $102.40. Natural gas actually finished down 2.51% at $2.84.
Gold:
Gold also had a rough day after starting the week strong, but finished way off the lows of the day at $4,713, down 0.45%. ING’s energy strategist predicted that turbulence in precious metals will likely continue in the near term, but they expect gold to reach $5,000 by the end of the year. Silver, which has been on fire, took a breather but closed higher, up 0.66% at $86.64.
Crypto:
On Tuesday, the crypto markets pulled back broadly, with Bitcoin trading in the $80,000–$81,000 range and running into resistance at its 200-day exponential moving average. Ethereum, XRP, Cardano, and other altcoins were similarly under pressure as investors digested the unsettling inflation numbers. At 8 AM EDT, Bitcoin was trading at $80,640, while Ethereum was quoted at $2,305.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Wednesday, May 13, 2026.
Upgrades:
Akamai Technologies (NASDAQ: AKAM) was upgraded to Buy from Neutral at Bank of America, which boosted the target price for the shares to $175 from $130.
Johnson & Johnson (NYSE: JNJ) was upgraded to Outperform from Market Perform at Leerink, which has a $265 target price for the legacy healthcare giant.
MasTec (NYSE: MTZ) was raised to Buy from Neutral at Guggenheim, with a $480 target price.
Venture Global (NYSE: VG) was upgraded to Buy from Neutral at Citigroup, which lifted the target price for the LNG giant to $17 from $12.
Zebra Technologies (NASDAQ: ZBRA) was upgraded to Overweight from Sector Weight at KeyBanc, with a $305 target price.
Downgrades:
Advanced Micro Devices (NASDAQ: AMD) was downgraded to Outperform from Buy at Daiwa, which lifted the target price for the chip leader to $500 from $250, citing valuation.
MercadoLibre (NASDAQ: MELI) was cut to Neutral from Buy at Citigroup, which slashed the price target for the stock to $1,950from $2,200.
Select Medical Holdings (NYSE: SEM) was downgraded to Neutral from Outperform at Miauho, which trimmed the target price for the stock to $16.50 from $17.
Snap (NYSE: SNAP) was cut to Hold from Buy at Freedom Capital, without a target price.
Under Armour (NYSE: UAA) was downgraded to Hold from Buy at Stifel, which cut the target price for the fallen sports apparel shares to $6 from $9.
Initiations:
Amentum Holdings (NYSE: AMTM) was assumed with an Equal Weight rating at Morgan Stanley, with a $30 target price.
BIOAGE Labs (NASDAQ: BIOA) was initiated with a Buy rating at BTIG, which has set a $40 target price for the shares.
HEICO (NYSE: HEI) was initiated with a Buy rating at Rothschild & Co Redburn, which has a $360 target price for the company.
NRX Pharmaceuticals (NASDAQ: NRXP) was started with a Buy rating at Lucid Capital Markets, with a massive $49 target price.
Sandisk (NASDAQ: SNDK) was started with a Buy rating at Singular Research, with a massive $2,590 target price objective.
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Trump Just Promised to Bomb Iran Back to the ‘Stone Age.’ These Are 2 Stocks to Buy Now
Tue, 07 Apr 2026 15:43:36 +0000
... Trump Just Promised to Bomb Iran Back to the ‘Stone Age.’ These Are 2 Stocks to Buy Now]]>
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With oil prices surging past $117 a barrel and the Strait of Hormuz in the crosshairs, President Trump issued a stark warning yesterday, vowing that without a deal by his Tuesday deadline, Iran would lose its power plants and bridges in a four-hour operation that sends the country back “to the Stone Ages.”
That’s a not-so-fancy way of saying there is significant potential chaos for 20% of global oil supply. Markets priced in the risk overnight — crude jumped while broader indexes wobbled. Yet two sectors decoupled upward: aerospace and defense contractors that supply the hardware, and U.S. LNG exporters that fill the gap when Middle East energy routes falter. Two stocks look to be the clearest plays in what could be a tumultuous time: Lockheed Martin (NYSE:LMT) and Venture Global (NYSE:VG).
Lockheed Martin (LMT)
Lockheed Martin builds the tools of modern conflict — F-35 jets, missiles, and radar systems that see heavy use in sustained airstrikes. A multi-week campaign against Iranian infrastructure would accelerate orders for precision munitions and aircraft replenishment, directly feeding the company’s record backlog.
According to Lockheed Martin’s full-year 2025 financial results released in late January, the company ended the year with a $194 billion backlog, up 6% year-over-year. Total sales reached $75.05 billion for the trailing 12 months, a 6% increase from 2024, while free cash flow hit $6.9 billion — up 30.7% from the prior year.
That cash machine funded $1.5 billion in shareholder returns in the first quarter of 2025 alone. The trailing P/E ratio sits at 29, higher than the five-year average of 25.7 but in line with defense peers facing similar demand. The forward annual dividend yield stands at 2.17%, with $13.50 per share expected, providing income while you wait for any escalation premium to materialize.
No matter how you slice it, LMT’s numbers show resilience. Quarterly revenue grew 9% year-over-year in the most recent period, outpacing the space division’s dip and underscoring aerospace strength. Compared to broader industrials, and Lockheed’s defense focus delivers steadier cash conversion — $2.8 billion in free cash flow for Q4 versus more cyclical sectors. Smart investors note the pattern: similar threats earlier this year lifted shares 3% to 4% on announcement days, backed by the earnings data rather than hype.
Venture Global (VG)
Venture Global operates U.S. Gulf Coast LNG facilities that export American natural gas to Europe and Asia. Any prolonged disruption in the Strait of Hormuz forces buyers to pivot hard to U.S. supplies, lifting both volumes and pricing.
Venture Global’s full-year 2025 results show revenue of $13.8 billion — an eye-opening 177% jump from 2024. Net income reached $2.3 billion, up 53%, while consolidated adjusted EBITDA climbed 198% to $6.3 billion. The company exported a record 1,409 TBtu of LNG in 2025, up 181% year-over-year. Trailing P/E stands at 18.01 with EPS of $0.92 — cheaper than many growth peers in energy infrastructure. The stock trades around a $40.7 billion market cap, with a modest forward dividend of $0.07 per share yielding 0.47%.
That shows VG’s ability to turn geopolitical friction into cash flow. Q4 alone delivered $4.4 billion in revenue, up 193% year-over-year, with 478 TBtu sold. Guidance for full-year 2026 adjusted EBITDA holds at $5.2 billion to $5.8 billion, unchanged despite market swings. Compared to integrated oil majors, VG’s pure-play LNG model delivers higher revenue growth — 177% versus the mid-single digits typical for upstream peers — while its low payout ratio leaves room for expansion.
Risks to Watch Before You Buy
Granted, escalation carries unknowns. A quick ceasefire could reverse oil gains and trim defense orders, as seen in past de-escalations. Prolonged conflict might spike inflation and fuel costs, pressuring the broader economy. Venture Global’s debt load — its enterprise value sits around $78.7 billion — bears monitoring if rates stay elevated. Lockheed’s P/E premium reflects expectations, not guarantees.
Key Takeaway
In short, if Trump’s deadline leads to sustained action, Lockheed Martin and Venture Global offer direct, data-backed exposure: Lockheed via its $194 billion backlog and 30.7% free-cash-flow growth, Venture Global via 177% revenue expansion and record LNG shipments.
Consider buying them on any post-rhetoric dip. These aren’t lottery tickets — they’re companies with verifiable earnings engines that historically reward patience when geopolitics heats up. There will be extreme volatility, but the figures line up for savvy retail investors seeking opportunity amid the noise.
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How Much Should You Have in Your 401(k) at Every Age?
Thu, 26 Mar 2026 11:28:39 +0000
The most widely used retirement benchmarks say you need to save 1x your salary by 30, 3x by 40, 6x by 50, 8x by 60, and 10x by 67. Those figures come from Fidelity’s retirement guidelines, and they are useful shorthand built on assumptions that may not match your life. The number you are supposed to hit might … How Much Should You Have in Your 401(k) at Every Age?]]>
The post How Much Should You Have in Your 401(k) at Every Age? appeared first on 24/7 Wall St..The most widely used retirement benchmarks say you need to save 1x your salary by 30, 3x by 40, 6x by 50, 8x by 60, and 10x by 67. Those figures come from Fidelity’s retirement guidelines, and they are useful shorthand built on assumptions that may not match your life. The target you are supposed to hit might be too high or too low, depending on your actual spending needs in retirement.
What the Benchmarks Actually Assume
The guidelines assume you will need to replace 70% to 80% of your pre-retirement income and that Social Security will cover a meaningful portion of that gap. For a median earner, Social Security replaces roughly 40% of pre-retirement income, according to Social Security Administration research. The 401(k) benchmark is designed to cover the rest. That math works if your spending in retirement tracks your pre-retirement income. For many people, it does not.
Someone with a paid-off home, no dependents, and modest travel habits may need to replace only 55% to 60% of their income. At that level, the 6x benchmark at age 50 is more than sufficient. Someone supporting adult children, carrying a mortgage into retirement, or planning extensive travel could need 12x or more. The benchmark has no way of knowing which profile fits you.
Fidelity’s intermediate milestone of 8x by age 60 is often overlooked, but it matters. A worker who hits 6x at 50 and then coasts through their 50s will likely arrive at 60 well short of the 8x target, leaving only seven years to close a gap that compounds with every passing quarter.
The Gap Between the Benchmark and Reality
Vanguard’s “How America Saves 2026” preview, which covers nearly 5 million 401(k) participants, reveals a wide gap between the average and what most people actually hold. Driven by strong market performance, the average account balance rose 13% from year-end 2024 to hit a record $167,970 by year-end 2025. The median balance climbed to $44,115, a 16% gain over the same period. That gap persists because a small number of high-balance accounts pull the average well above what a typical saver holds.
Fidelity’s own data, drawn from more than 30 million retirement plan participants, shows similar stratification by generation. Baby Boomers averaged $269,100, Gen X $215,600, Millennials $82,600, and Gen Z $18,000. Those averages look more encouraging than they are: the median in each cohort is materially lower, meaning the majority of savers in every generation are behind the pace Fidelity’s own benchmarks prescribe.
That context sharpens the savings shortfall. While 88% of plans now feature an employer match, an estimated 30% of eligible workers still fail to contribute enough to capture the full matching funds. A 60-year-old earning $80,000 who follows Fidelity’s benchmark should have roughly $640,000 saved. The typical person in that age group holds far less, and the gap cannot be closed with minor adjustments.
A separate stress indicator surfaces in the Vanguard data: hardship withdrawals reached a record 6% of participants in 2026, triple the pre-pandemic average. For a growing share of the workforce, the 401(k) is functioning as a high-stakes emergency fund, a pattern that further widens the savings gap for the workers who can least afford it.
Why Averages Lie and Medians Tell the Truth
The average is skewed by high earners who max out contributions every year, receive generous employer matches, and have been investing since their 20s. The median reflects the person in the middle of the distribution, a far more honest picture of where most savers stand. When you read that Americans hold “record high” 401(k) balances, the headline reflects the average. Most savers are nowhere near that top tier.
Benchmarks are calibrated against averages, not medians. Measuring yourself against the wrong number can make you feel ahead of schedule when you are not, or hopelessly behind when your actual spending needs put you in a perfectly manageable position. The only number that matters is the one you will actually need to fund your own retirement.
The Contribution Window Most People Miss
If you are behind on the benchmarks and still working, the contribution rules start working in your favor as you get older. For 2026, the standard 401(k) contribution limit is $24,500. Workers aged 50 and older can add a catch-up contribution of $8,000, bringing the total to $32,500 per year.
SECURE 2.0 added a provision that most people have not heard of. Workers who turn 60, 61, 62, or 63 in 2026 qualify for a “super catch-up” contribution of $11,250 instead of the regular $8,000, raising the total annual limit to $35,750 for those four years. For someone who is behind on savings but still earning well, this window creates a real opportunity to compress years of lost accumulation into a focused four-year sprint.
The 2026 High-Earner Roth Requirement
A major regulatory shift under SECURE 2.0 changes how high earners must handle these extra savings. Any worker whose prior-year FICA wages exceeded $150,000 is now required to direct all catch-up contributions into a Roth (after-tax) account. This eliminates the traditional pre-tax shelter on those dollars for upper-income savers and requires them to verify that their employer’s plan actually supports a Roth option. Plans without one cannot legally accept catch-up contributions from affected workers under this mandate.
The Tax Cost That Arrives With Every Withdrawal
Hitting your savings benchmark is only half the battle. How you withdraw money in retirement often determines how much you actually keep. Traditional 401(k) withdrawals are taxed as ordinary income, and once you cross certain thresholds, they trigger unexpected costs that many retirees never see coming until the bill arrives.
Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) adds a surcharge to Part B premiums when income is too high. In 2026, the standard Part B premium is $202.90 per month. For single filers, the first IRMAA tier kicks in at $109,000 of modified adjusted gross income and adds $81.20 per month to the premium (or $95.70 when the $14.50 Part D surcharge is included). Because of the two-year lookback, a large 401(k) withdrawal made today will raise your Medicare premiums in 2028. A married couple can easily pay hundreds of extra dollars per year in premiums because of one withdrawal decision made two years earlier.
Above roughly $34,000 in combined income for a single filer, up to 85% of Social Security benefits become taxable. A retiree drawing from a traditional 401(k) in the 22% bracket who also triggers Social Security taxation and IRMAA can face an effective rate on those dollars well above their stated bracket. Most tax software does not flag this interaction clearly in advance, which is why the planning needs to happen before retirement rather than after.
The Blind Spot: Out-of-Pocket Healthcare Costs
Conventional retirement targets typically ignore the steep price of medical care, treating standard cost-of-living adjustments as a sufficient buffer for health expenses. According to Fidelity’s 2025 Retiree Health Care Cost Estimate, a 65-year-old individual retiring today can expect to spend approximately $172,500 in after-tax dollars on healthcare throughout retirement. That figure is more than 4% above the prior year’s estimate of $165,000, reflecting a trajectory that has more than doubled since Fidelity first began tracking it at $80,000 in 2002. For a couple, the estimate rises to approximately $345,000, and neither figure includes long-term nursing care.
A Health Savings Account (HSA) offers a triple-tax advantage: contributions reduce current taxable income, growth is tax-deferred, and withdrawals for qualified medical expenses come out tax-free. For 2026, the IRS allows individuals to contribute up to $4,400 per year, with the family limit set at $8,750. Using an HSA alongside a workplace retirement account is one of the most effective ways to insulate a retirement portfolio from healthcare costs without drawing down the 401(k) balance directly.
Four Actions Worth Taking Now
Recalculate your personal benchmark using your actual expected spending in retirement, not a percentage of current income. If your mortgage will be paid off and your children are financially independent, your target may be 20% to 30% lower than the standard guideline. If you have significant ongoing obligations, it may be higher.
If you are between 60 and 63, confirm with your plan administrator that you are capturing the full super catch-up contribution of $11,250 this year. Many participants are unaware that this provision exists, and the window is only four years wide.
If your salary crossed the $150,000 threshold last year and you are age 50 or older, verify with your retirement platform that your payroll system is correctly configured to route catch-up deductions into a Roth option to maintain compliance with current federal requirements.
If your combined retirement income, including Social Security and 401(k) withdrawals, will exceed $109,000 as a single filer or $218,000 as a married couple, consult a fee-only advisor about a Roth conversion strategy before you retire. The two-year IRMAA lookback means the planning window closes earlier than most people expect.
Editor’s note: This version adds the Fidelity 8x-by-60 savings milestone that was missing from the original, incorporates Fidelity’s 2026 generation-specific average balance data (Baby Boomers at $269,100, Gen X at $215,600, Millennials at $82,600, Gen Z at $18,000), updates the healthcare cost context to note that Fidelity’s 2025 estimate of $172,500 per individual represents a 4.5% increase over the prior year’s $165,000 figure, and adds the 2026 HSA contribution limits of $4,400 for individuals and $8,750 for families.
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Here Are Monday’s Top Wall Street Analyst Research Calls: APA Corporation, Cheniere Energy, Crown Castle, Hut 8, MongoDB, Red Rock Resorts, Super Micro Computer, Terawulf, and More
Mon, 23 Mar 2026 11:08:13 +0000
... Here Are Monday’s Top Wall Street Analyst Research Calls: APA Corporation, Cheniere Energy, Crown Castle, Hut 8, MongoDB, Red Rock Resorts, Super Micro Computer, Terawulf, and More]]>
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Pre-Market Stock Futures:
Futures are trading higher after President Trump signalled that talks with Iran are progressing positively, as we get ready to start another trading week, with the same issues that have dragged the stock market down for four consecutive weeks still in place. While we have had a virtual March Madness in stocks, there are at least some positive developments that could slow the massive rise in energy prices, not the least of which is getting oil tankers through the Strait of Hormuz. All of the major indices closed lower again on Friday, with the Russell 2000 leading the way, finishing the session down 2.61% at 2,429, and is now officially in correction territory, while the Nasdaq closed down 2.01% at 21,647. The S&P 500 was last seen at 6,506, down 1.51%, which could be a bad break for the legacy index, as most technicians have warned that breaking the 6,600 support level could lead to more selling. The Dow Jones Industrial Average held up best, ending the day at 45,577, down 0.96%.
Treasury Bonds:
The song remains the same, as yields across the Treasury curve rose again on Friday. The recent rise in inflation and the growing belief across Wall Street that interest rate cuts may be off the table until the summer, with some firms indicating there will be no rate cut this year, have contributed to the selling. The 30-year long bond finished Friday at 4.96%, while the benchmark ten-year note was last seen at 4.38%. One thing is for sure: if you see the 10-year note hit 4.75%, it would make sense to buy that level.
Oil and Gas:
Despite the United States trying in numerous ways to increase supply and distribution, oil traded higher on Friday but backed off from levels reached earlier in the day. Despite the efforts, Brent crude still finished the day up 3.62% at $112.60, while West Texas Intermediate continues closing in on the $100 level, and was last seen at $98.29, up 2.87%. Natural gas was a surprise, closing down 2.24% at $3.10.
Gold:
Gold and Silver both continued the epic slide that started in earnest about a month ago, on Friday, and this could very well carry through this week. The combination of a stronger US dollar, rising Treasury yields, and reduced expectations of immediate interest rate cuts was cited as a reason for the weakness. The surge in oil prices has intensified inflation concerns, prompting investors to liquidate gold positions to cover margin calls and making it a source of cash in volatile markets, despite its usual role as a safe haven. Gold finished Friday at $4,487, down 3.4%, while Silver closed the session at $67.97, down 6.45%.
Crypto:
After a week of heavy swings, the cryptocurrency market attempted to stabilize on Friday, with Bitcoin hovering between $70,000 and $71,000. Despite recovering from recent lows, the crypto market continues to face headwinds from Middle Eastern geopolitical instability and a dip in institutional momentum. At 7 AM EDT, Bitcoin traded at $68,549, while Ethereum traded at $2,048.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Monday, March 23, 2026.
Upgrades:
APA Corporation (NYSE: APA) was upgraded to Equal Weight from Underweight at Barclays, which has a $35 target price for the oil giant.
Cheniere Energy Inc. (NYSE: LNG) was upgraded to Overweight from Equal Weight at Morgan Stanley, which raised the target price for the LNG leader to $313 from $236.
MongoDB Inc. (NASDAQ: MDB) was upgraded to Outperform from Neutral at Mizuho, which boosted the target price for the stock to $325 from $290.
Valvoline Inc. (NYSE: VVV) was raised to Buy from Hold at Stifel, which nudged their target price for the shares to $42 from $40.
Venture Global Inc. (NYSE: VG) was raised to Overweight from Underweight at Morgan Stanley, which lifted the target price for the stock to $22 from $8.
Downgrades:
Brookfield Renewable Corp. (NYSE: BEPC) was downgraded to Underweight from Overweight at Morgan Stanley, which lowered the target price for the shares to $95 from $120.
Crown Castle Inc. (NYSE: CCI) was downgraded to Equal Weight from Overweight at Wells Fargo, which has an $85 target price for the stock.
PG&E Corp. (NYSE: PCG) was downgraded to Hold from Buy at Jefferies, which trimmed the target price for the utility to $19 from $20.
Super Micro Computer Inc. (NASDAQ: SMCI) was downgraded to Market Perform from Outperform at Northland, with a $22 target price.
Zimmer Biomet Holdings Inc. (NYSE: ZBH) was cut to Neutral from Buy at BTIG, without a target price for the company.
Initiations:
Terawulf Inc. (NASDAQ: WULF) was initiated with a Buy rating at Arete, which has a huge $30 prce target for the company.
Hut 8 Corp. (NASDAQ: HUT) was started with a Buy rating at Arete, which has a $136 target price for the shares.
Jasper Therapeutics (NASDAQ: JSPR) was assumed with a Neutral rating at UBS, with a $1.50 target price.
Red Rock Resorts Inc. (NYSE: RRR) was started with a Buy rating at Benchmark, which has a $67 target price for the iconic Colorado music venue.
Odysight.AI Inc. (NASDAQ: ODYS) was initiated with a Buy rating at Benchmark, with a $10 target price objective.
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Wall Street Is Buying These 3 LNG Stocks After Iran Missiles Hit Qatar’s Gas Facilities
Fri, 20 Mar 2026 17:45:06 +0000
... Wall Street Is Buying These 3 LNG Stocks After Iran Missiles Hit Qatar’s Gas Facilities]]>
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WTI crude surged from roughly $65/barrel in February 2026 to a peak of $98.48 on March 13, and Brent crossed $100/barrel for the first time in years as Iran conflict fears escalated. A Polymarket contract tracking whether Iran would close the Strait of Hormuz resolved “Yes” for the March 31, 2026 deadline, a stark contrast to the January 31 outcome that resolved “No.” For energy investors, the question is which companies are most exposed to the supply disruption narrative.
1. Cheniere Energy (NYSE:LNG)
No US company has more direct exposure to a Middle East LNG supply shock. As America’s largest LNG exporter, Cheniere benefits immediately when European and Asian buyers seek alternatives to Persian Gulf supply. The stock has surged approximately 28% over the past month and is up over 45% year-to-date, trading at $282.50 on March 20.
Cheniere posted FY2025 revenue of $19.98B (+26.62% YoY) and net income of $5.33B (+63.9% YoY), with 670 cargoes exported in 2025, a record. CCL Stage 3 Trains 5-7 are completing in 2026, with management guiding for approximately 51 to 53 million tons of LNG production in 2026. CEO Jack Fusco noted that “Europe set a new annual record for LNG imports in 2025, reaching about 125 million tons.” With over 95% of capacity contracted for the next ten years, Cheniere offers both conflict-driven upside and long-term revenue visibility. Analyst consensus sits at 20 buy ratings and 3 holds, with targets raised significantly (BofA to $322), well above current levels.
2. Equinor ASA (NYSE:EQNR)
Norway’s state-controlled energy company is the biggest beneficiary of European buyers pivoting away from Middle East and Russian supply. Shares are up approximately 48% over the past month and 70%+ year-to-date. CFO Torgrim Reitan stated that Equinor is “the lowest cost supplier of pipe gas to Europe with all-in costs of less than $2 per MBtu.”
The company produced a record 2,137,000 barrels per day in 2025 and expects approximately 3% production growth in 2026. Every $10 move in oil translates to a $1.2 billion cash flow impact. With Brent at $101+ versus a company planning assumption of $65, the earnings tailwind is substantial. The stock has moved well past older consensus targets around $27-28, as the market prices in a structural shift (UBS upgraded today).
3. SM Energy (NYSE:SM)
A pure-play US oil producer with a 54% oil mix, SM Energy has direct revenue exposure to WTI prices. The stock is up approximately 29% over the past month and 50% year-to-date. SM’s 2026 guidance assumes $60/bbl WTI — every dollar above that flows directly to cash flow given the company’s record FY2025 operating cash flow of $2.01B.
The January 2026 merger with Civitas Resources (NYSE:CIVI) added scale, with $200-300M in expected synergies and approximately $185M already actioned. At a trailing P/E of just 5x and a price-to-book of 1.4x, the stock trades at a discount relative to the current commodity environment. Consensus analyst target is now around $30, with recent upgrades (JPM to $40) suggesting further upside if oil stays elevated.
4. ONEOK (NYSE:OKE)
Midstream infrastructure doesn’t move like E&P names in an oil spike, but ONEOK benefits from sustained volume growth as US natural gas and NGL exports accelerate to fill the void left by Middle East supply uncertainty. The stock is up approximately 22% year-to-date with more measured gains over the past month, reflecting its lower-beta, fee-based model.
With approximately 90% fee-based earnings, ONEOK’s FY2025 adjusted EBITDA of $8.02B (+18% YoY) is largely insulated from commodity price swings. The Texas City export terminal JV and the fully subscribed Eiger Express Pipeline position it directly in the export growth corridor. The ~4.9% dividend yield adds income while investors wait for the thesis to play out (Jefferies upgraded today to $98).
5. Air Products and Chemicals (NYSE:APD)
Air Products is the most complex and highest-risk name on this list. Its NEOM Green Hydrogen Project in Saudi Arabia creates direct regional exposure, and broader Middle East instability could disrupt both project execution and hydrogen/ammonia supply chains. The stock has gained only modestly over the past month and recently underperformed peers.
Analysts rate it with a consensus target around $307 (JPM raised to $310 today), implying upside but with execution risk attached. FY2026 adjusted EPS guidance of $12.85-$13.15 reflects a recovery from prior-year project exit charges, and Q1 FY2026 operating income grew 14.12% YoY. The conflict cuts both ways: energy cost pass-through benefits the industrial gases business, but regional instability is a headwind for its most ambitious capital project.
What to Watch Next
Analysts are watching whether oil holds above $90 as a key variable for earnings estimates across all five names. Polymarket traders currently assign only a 16.5% probability to a formal US military escort of commercial ships through Hormuz by March 31, but the April 30 market sits at approximately 49%, suggesting escalation risk remains elevated over the next six weeks. Cheniere and Equinor are being watched for sustained European demand and below-average storage levels as potential support even if the geopolitical premium fades. SM Energy and ONEOK are being monitored for US production and export ramp trends regardless of how the conflict evolves.
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Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonald’s, Microsoft, Micron Technology, Spotify, and More
Mon, 02 Feb 2026 13:13:14 +0000
... Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonald’s, Microsoft, Micron Technology, Spotify, and More]]>
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Pre-Market Stock Futures:
Futures are trading lower after a big-time risk-off Friday, in which all major indices declined, as Thursday’s selling carried through. The combination of end-of-month profit-taking, the announcement of President Trump’s pick, Kevin Warsh, to be the next Chairman of the Federal Reserve, concerns about the direction of monetary policy with his appointment, and a massacre of precious metals all helped to drive share prices lower on Friday, with the weakness in the metals carrying through to today. In addition, the Producer Price Index for final demand jumped 0.5%, the largest increase in months, with a 3.0% annual increase, indicating inflation remains sticky. The Nasdaq was the biggest loser on Friday despite some strong tech stock earnings, closing down 0.94% at 23,461. The Dow Jones Industrials finished the session at 48,892, down 0.36%, and the S&P 500, which ended the month positive, closed Friday at 6,939, down 0.43%. The small-cap Russell 2000 closed at 2,617, down 1.40%, but still ended the month as the leading index for January.
Treasury Bonds:
Yields were mixed across the Treasury curve as the market digested the news that Kevin Warsh was being tapped as the next Federal Reserve Chairman. Wall Street reportedly prefers the pick because they believe Mr. Warsh, a former Federal Reserve governor, will preserve the Federal Reserve’s independence and integrity while maintaining a strong stance on inflation. The 30-year bond closed at 4.88% on Friday, while the 10-year note was last at 4.25%.
Oil and Gas:
The energy complex took a slight breather, though it still rose on Friday after a solid week in which both benchmarks soared. Concerns over a potential armed conflict with Iran kept a strong bid under the sector. Brent crude finished Friday up 0.46% at $69.91, while West Texas Intermediate climbed 0.54% to end the week at $65.77. Natural gas, which has been literally and figuratively on fire, closed Thursday up 11.38% at $4.36. The continued frigid weather across much of the United States, along with the threat of a bomb cyclone this weekend that will hit the East Coast, helped prop up prices on Friday.
Gold:
In a massive reversal of what we have seen over the last couple of years, the precious metals were hammered on Friday and are continuing lower to start the week. The main culprit, of course, was plain old profit-taking after an incredible run over the last year. The massive decline in Silver likely prompted margin calls, as day traders had been piling into the ETFs and individual stock shares for months. For the record, over the past year, gold and silver have soared 80% and 209%, respectively, so while the selling was dramatic, it should come as no surprise given those substantial and remarkable gains. Gold closed Friday at $4,872, down 9.41%, while Silver finished Friday’s session at $84.50, down a stunning 27%, the worst day since 1980.
Crypto:
The cryptocurrency market experienced a significant downturn on Friday, with Bitcoin sliding to a two-month low as investors reacted to potential tightening by the U.S. Federal Reserve. The sell-off was also fueled by concerns over a possible “risk-off” environment, a stronger U.S. dollar, and cryptocurrencies like precious metals have seen a massive rally over the last few years, and many are starting to feel that it is not the hedge that many feel it is not the store of value that Gold is. At 8 AM EST, Bitcoin was trading at $77,944, while Ethereum was trading at $2,304.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Monday, February 2, 2026.
Upgrades:
Apple Inc. (NASDAQ: AAPL) was upgraded to Buy from Accumulate at Phillip Securities, which boosted the target price on the stock to $260 from $230.
Autodesk Inc. (NASDAQ: ADSK) was raised to Overweight from Neutral at JP Morgan, which has set a $319 target price objective.
McDonald’s Corporation (NYSE: MCD) was upgraded to Buy from Neutral at BTIG with a $360 price target.
Microsoft Corporation (NASDAQ: MSFT) was upgraded to Buy from Accumulate at Phillip Securities with a $540 target price.
Shopify Inc. (NASDAQ: SHOP) was upgraded to Buy from Neutral at Arete, which lifted the target price for the music streaming giant to $175 from $166.
Downgrades:
Best Buy Co. Inc. (NYSE: BBY) was downgraded to Neutral from Overweight, and the target price for the legacy retailer was cut to $76 from $99.
Chevron Corporation (NYSE: CVX) was downgraded to Hold from Buy at HSBC, which actually lifted their target price on the integrated giant to $180 from $169.
Cirrus Logic Inc. (NASDAQ: CRUS) was downgraded to Hold from Buy at Loop Capital, which lowered the target price for the shares to $130 from $140.
Fortinet Inc. (NASDAQ: FTNT) was cut to Sector Perform from Outperform at ScotiaBank, with an $85 price target.
Humana Inc. (NYSE: HUM) was cut to Underweight from Equal Weight at Morgan Stanley, which slashed the target price for the shares to $174 from $262.
Initiations:
Circle Internet Group Inc. (NYSE: CRCL) was initiated with an Equal Weight rating at Morgan Stanley with a $66 target price.
Hut8 Corp. (NYSE: HUT) was assumed with a Buy rating at H.C. Wainwright with a Buy rating and an $80 target price objective.
Micron Technology Inc. (NASDAQ: MU) was started with a Buy rating at Phillip Securities with a $500 target price.
Venture Global Inc. (NYSE: VG) was initiated with an Outperform rating at Raymond James, which has an $11 target price for the company.
WEX Inc. (NYSE: WEX) Morgan Stanley assumed coverage with an Equal Weight rating and lowered the target price to $144 form $168.
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Monday’s Top Analyst Upgrades and Downgrades: Electronic Arts, Enterprise Products Partners, GoodRx, Netflix, Spirit Airlines, Take-Two Interactive, Target, Tesla and More
Mon, 13 Jun 2022 12:43:36 +0000