Tesla - Bayer upgraded Tesla to outperform and raised the price target from 320 to 548, indicating more than 20% upside potential [1] - The future focus for Tesla includes autonomous driving, robo-taxis, and the Optimus robot, which could reshape mobility [3][4] - Current stock performance shows a slight increase of about 1.5% [4] Gold Market - Citi is bullish on gold, setting a price target of 3,800, with potential predictions from others like Jeff Gunlock and Deutsche Bank suggesting it could reach 4,000 [5] - Gold has increased by 40% this year, marking the best performance since 1979 [5][6] Copper Market - Freepoint Macaran has about 20% exposure to gold but is primarily a copper play, with a tight market for copper [7] - The company increased its sales guidance by 10% last quarter, although the stock did not respond positively [7] Cybersecurity - CrowdStrike received a significant price target increase from Goldman Sachs, from 492 to 535, with expectations for net new annualized recurring revenues to grow by 20% by fiscal 2027 [8][9] - The cybersecurity sector is expected to grow significantly, with AI being a major factor driving this growth [9][10] - Palo Alto Networks is seen as a cheaper alternative to CrowdStrike, with strategic moves in identity security and a strong earnings growth of 26% [11][12]
Calls of the Day: Tesla, Gold, and CrowdStrike