SpaceX initiated, Lululemon downgraded: Wall Street's top analyst calls

Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Okta and Master Concept were recognized for their collaboration in identity security for complex cloud and AI environments. Master Concept received the Okta Catalyst Award for Strategic Excellence, highlighting joint work across Asia. The award points to concrete business development and market expansion activity that adds to Okta's global identity security footprint. For investors tracking Okta, ticker NasdaqGS:OKTA, this award highlights how the company is working with partners to address...

Okta stock has delivered a 114.4% return over the past three years, and after that kind of run the current checks suggest it no longer looks like an obvious bargain. The Discounted Cash Flow (DCF) estimate points to a price that is roughly in line with the market, while traditional multiples lean rich. Over three years, Okta's share price is up 114.4%, which puts extra focus on whether recent gains are already baking in a lot of good news. On the one hand, heightened attention on...

The latest trading day saw Okta (OKTA) settling at $150.86, representing a -2.43% change from its previous close.

FTNT, OKTA and S are benefiting from rising cybersecurity demand as AI infrastructure spending and global cyber threat concerns reshape enterprise priorities.

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) fell 3.6% in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

IBM CEO Arvind Krishna flagged cyber fears as a top priority for customers in the company’s preliminary second-quarter results.

FEATURE The and the tech-heavy were up Tuesday, led by the resurgent artificial-intelligence trade, as investors responded to cooler-than-expected U.S. inflation data for June, a slew of bank earnings reports, and a profit warning from IBM.

A number of stocks jumped in the morning session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

The enterprise software giant made a major announcement that sent shockwaves through the tech industry.

IBM's warning pointed to stronger demand for servers, storage and cybersecurity.

CrowdStrike and other cybersecurity-related stocks surged as IBM warned of a spending shift among enterprise customers.

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

Okta (NASDAQ:OKTA) executives outlined the company’s strategy for securing artificial intelligence agents during a technical session focused on product direction, identity governance and emerging enterprise risks tied to agentic AI. David Bradbury, Okta’s chief security officer, opened the event by

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.42%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.33%. September E-mini S&P futures (ESU26 ) rose +0.43%, and September E-mini Nasdaq futures...