Wolfe Research将Spotify股票评级从"跑赢大盘"下调至"与大盘持平"，显示出对这家音频流媒体公司股票前景的看法发生了变化。尽管Spotify过去一年的回报率高达146.8%，目前交易价格为$490.34，接近52周高点$506.47 ...

投资公司 Wolfe Research 将 AMD (AMD.US)的评级从“ 优于大盘 ”下调至“与大盘持平”，理由是数据 GPU 收入增长低于之前的预期。 Wolfe 分析师 Chris Caso 在给客户的报告中写道： “原始设计制造商的生产计划表明，从 2024 年第四季度的运行率来看，今年的季度增长幅度很小。根据这些检查，我们估计第四季度数据中心 GPU 的收入在 15 亿至 20 ...

RLJ Lodging Trust (RLJ) stock saw a decline, ending the day at $9.91 which represents a decrease of $-0.09 or -0.90% from the prior close of $10. The stock opened at $10.1 and touched a low of $9.89 ...

周五，Wolfe Research分析师修改了对杜邦 (NYSE:DD)的展望，将该股票评级从"同业表现"上调至"跑赢大盘"，并设定了91.00美元的新目标价。该公司对杜邦的未来表示乐观，预计其电子与成像 (E&I)部门以及水处理与防护 (W&P)部门在2025年和2026年将有更清晰的增长轨迹。Wolfe Research强调了利润率扩大的潜力，这可能为他们的预测带来额外的上升空间。

Stocks just did something they haven't done in decades. Here's what Wall Street sees next.

AMD sees a Wolfe Research downgrade as data center GPU growth lags, but its MI350 AI chip could be a game-changer.

下调的主要原因是，AMD数据中心GPU业务不及预期，此外还面临个人电脑市场季节性疲软和游戏业务持续疲软的挑战。

Wolfe Research has downgraded Spotify shares from Outperform to Peer Perform, signaling a shift in their outlook on the audio streaming company's stock. The downgrade comes despite Spotify's ...

FTAI Aviation Ltd (FTAI) stock saw a decline, ending the day at $112.38 which represents a decrease of $-7.62 or -6.35% from the prior close of $120. The stock opened at $123.18 and touched a low of ...

AMD (NASDAQ:AMD) was in focus on Thursday as investment firm Wolfe Research downgraded the semiconductor company, citing ...

On Friday, Wolfe Research revised its stance on Axalta Coating Systems (NYSE:AXTA), elevating the stock from Peer Perform to Outperform and setting a price target of $41.00. The upgrade was based ...

On Friday, Wolfe Research revised its stance on Axalta Coating Systems (NYSE:AXTA), elevating the stock from Peer Perform to Outperform and setting a price target of $41.00. The upgrade was based on ...