杰富瑞：将淡水河谷(VALE.N)目标价从15美元上调至16.5美元。 本文源自：金融界AI电报 ...

Group 1 - Morgan Stanley upgraded Roche's rating from "Underweight" to "Neutral" [1] - The target price for Roche was raised from 230 Swiss Francs to 350 Swiss Francs [1]

Evercore ISI将CrowdStrike的目标价从430美元上调至460美元，维持"中性"评级。(格隆汇) ...

Core Viewpoint - Morgan Stanley raised the target price for KB Home from $53 to $67 and for Lennar Corporation from $92 to $118 [1] Company Summary - KB Home's target price increased by 26.4% from $53 to $67 [1] - Lennar Corporation's target price increased by 28.3% from $92 to $118 [1]

Group 1 - RBC Capital raised the target price for MongoDB from $405 to $450, maintaining an "Outperform" rating [1]

Group 1 - Rosenblatt raised the target price for Snowflake from $250 to $275 while maintaining a "Buy" rating [1] - JPMorgan also increased its target price for Snowflake Inc to $185 [1]

Core Viewpoint - The report from Credit Lyonnais raises Chow Tai Fook's 12-month target price from HKD 12 to HKD 13, maintaining a forward P/E ratio of 12 times, indicating a positive outlook for the company's stock performance in the upcoming peak sales season [1] Summary by Categories Sales and Profit Forecast - Credit Lyonnais has adjusted its sales and net profit forecasts for Chow Tai Fook for the fiscal years 2026 to 2028, increasing sales estimates by 1% to 2% and net profit estimates by 8%, reflecting improved guidance and mid-term outlook [1] Market Conditions - The upcoming peak sales season, which includes New Year, Spring Festival, and Valentine's Day, is deemed crucial for Chow Tai Fook's stock price performance [1] - The report highlights concerns regarding same-store sales growth prospects due to rising gold prices and intense competition in mainland China [1]

Group 1 - Telsey Advisory Group raised the target price for Macy's from $17 to $22 [1] - The rating for Macy's remains "in line with the market" [1]

Group 1 - Citigroup raised the target price for Kohl's Corporation from $19 to $23 while maintaining a "Neutral" rating [1] - Kohl's stock experienced a significant increase, rising nearly 8% after the announcement [1] - The company's Q1 performance exceeded expectations, contributing to the stock's positive movement [1]

Core Viewpoint - Morgan Stanley raised the target price for Best Buy from $75 to $82 while maintaining a "Hold" rating [1] Related Events - UBS also increased the target price for Best Buy to $96 [1]