Joel South, Author at 24/7 Wall St.

Wall Street Turns Tactical on Constellation Brands With $170 Target Into Earnings

Constellation Brands (NYSE:STZ | STZ Price Prediction) just got a tactical boost from Evercore ISI heading into its April 8 full-year earnings release. The firm added Constellation to its Tactical Outperform list, citing likely…

Joel South · 7 months ago

Rear view of a man in a light blue shirt seated at a desk, intently looking at multiple large monitors displaying various financial charts, graphs, and a world map. The main monitor in front of him shows detailed bar charts, line graphs, and a pie chart, all predominantly in shades of blue. Several smaller monitors above also display complex stock market data. A desk lamp illuminates the workspace, which includes a plant, a phone, and a computer mouse.

Wall Street Initiates Datadog With Buy Rating Ahead of April 3 Investor Day

Benchmark initiated coverage of Datadog (NASDAQ:DDOG | DDOG Price Prediction) with a Buy rating and a $150 price target, framing the cloud observability leader as a top infrastructure pick positioned to capture what the…

Joel South · 7 months ago

A long, brightly lit corridor of server racks in a data center, rendered with blue light trails and abstract digital data flowing between them. The floor is light grey with dark grates, and the ceiling has overhead lighting. The perspective is centered, drawing the eye towards a brighter, open space at the far end, conveying a sense of depth and advanced technology.

Wall Street Backs Arista Networks as AI Data Center Play

Arista Networks (NYSE:ANET | ANET Price Prediction) received a fresh vote of confidence from Wall Street as Susquehanna initiated coverage with a Positive rating and a $160 price target. The call arrives as Arista…

Joel South · 7 months ago

Disney Receives Upgrade and Is Historically Cheap Even in Harsh Scenarios

Disney (NYSE:DIS | DIS Price Prediction) received a notable analyst upgrade on Wednesday as Raymond James shifted its rating to Outperform from Market Perform, setting a $115 price target. The call arrives after Disney…

Joel South · 7 months ago

Why Raymond James Says Wall Street Is Underestimating UnitedHealth’s Earnings Power

Raymond James upgraded UnitedHealth Group (NYSE:UNH | UNH Price Prediction) to Outperform from Market Perform on Wednesday, setting a $330 price target. The firm argues that expense upside is greater than the Street expects…

Joel South · 7 months ago

A woman with blonde hair tied back and glasses sits at a modern desk, intently viewing a large computer monitor displaying financial charts with upward trends. Her right hand points to a specific rising point on the main screen. A laptop is visible to her left, and she holds a tablet showing more graphs. A white computer mouse rests on the desk, with a bright, blurry window in the background.

Wall Street Calls Snowflake a Top AI Infrastructure Pick

Benchmark initiated coverage of Snowflake (NYSE:SNOW | SNOW Price Prediction) with a Buy rating and a $190 price target, framing the cloud data platform as a top infrastructure pick in what the firm sees…

Joel South · 7 months ago

A financial graphic announces 'ANALYST UPGRADE Ollie's Bargain Outlet (OLLI)'. Below, it states 'Wells Fargo: Overweight Price Target: $130' next to a large green upward arrow. The background shows blurred stock market data and is overlaid with glowing green and blue upward-trending line charts and bar graphs, symbolizing growth. Logos for '24/7 WALL ST' and 'Wall Street Insiders Frame' are present in the corners.

Wells Fargo Adds Ollie’s Bargain Outlet to Tactical List With $130 Target

Ollie’s Bargain Outlet (NASDAQ:OLLI | OLLI Price Prediction) has been caught in a meaningful selloff, but Wells Fargo analyst Edward Kelly sees the weakness as an opportunity. Kelly added Ollie’s to the firm’s Q2…

Joel South · 7 months ago

A wide-angle landscape photograph shows a large array of dark blue solar panels on the left, set on a bright green grassy field. In the background, numerous white wind turbines with three blades are visible, extending into the distance under a blue sky with scattered white clouds and a hazy, bright sun on the right.

Wall Street Turns Bullish on Sempra Energy: Wells Fargo Sets $115 Price Target

Sempra (NYSE:SRE | SRE Price Prediction) is getting a fresh look from Wall Street. Wells Fargo analyst Shahriar Pourreza added Sempra to the firm’s Q2 Tactical Ideas List with an Overweight rating and a…

Joel South · 7 months ago

Nike’s China Reset Will Take 4 Quarters — Wall Street Is Done Waiting

Nike (NYSE:NKE | NKE Price Prediction) stock is absorbing a wave of analyst downgrades and price target cuts following fiscal Q3 results, which the company reported on March 31. The stock fell 14.44% in early…

Joel South · 7 months ago

Microsoft’s Pullback From October Highs Is a Buying Opportunity, According to Wall Street

Benchmark initiated coverage of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) with a Buy rating and $450 price target, arguing that the stock’s steep retreat from its 2025 highs represents a compelling long-term entry point.…

Joel South · 7 months ago

Close-up of a person's hands holding a white tablet horizontally. The tablet screen displays a financial dashboard with several colorful charts and graphs. A large pie chart shows categories like 'Total U.S. Stock Market', 'Real Estate', 'Funds', and 'ITF'. To the right, a smaller donut chart indicates portfolio performance with labels like 'Poor', 'Fair', 'Good', and 'Excellent', showing percentages. Below these, a line graph tracks market trends, and bullet points list financial data like 'Credit Card' and 'Bank Accounts'. The background is a soft-focus gray couch, indicating a casual setting.

Wall Street Says Buy CrowdStrike And Watch It Gain $100 This Year

Benchmark analyst Yi Fu Lee initiated coverage of CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) with a Buy rating and a $500 price target, arguing the cybersecurity platform leader has a clear path to…

Joel South · 7 months ago

A long, brightly lit factory floor filled with numerous large industrial machines. The machines are predominantly green and yellow, connected by a complex network of silver pipes and grey cables that run along the ceiling and walls. The white floor features prominent blue lines marking aisles, leading the eye towards the distant end of the facility. Overhead lighting and a yellow gantry crane are visible in the background.

Sonoco Products Receives New Buy Rating From Wall Street and a $63 Price Target

Deutsche Bank analyst Hillary Cacanando initiated coverage of Sonoco Products (NYSE:SON | SON Price Prediction) with a Buy rating and a $63 price target as part of a broader packaging sector launch. The call…

Joel South · 7 months ago

Wall Street Stays Is Bullish on Atlassian Despite KeyBanc’s Price Target Cut

Atlassian Corp. (NASDAQ:TEAM | TEAM Price Prediction) received a price target cut from KeyBanc on Wednesday, with the firm trimming its target to $130 from $170 while maintaining an Overweight rating. The revision follows…

Joel South · 7 months ago

Palantir Needs 60%-70% Annual Revenue Growth to Justify Its Price

Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) received a Hold initiation from Benchmark analyst Yi Fu Lee. The core concern: at current prices, the stock requires sustained 60% to 70% annual revenue growth to…

Joel South · 7 months ago

DA Davidson Upgrades Rivian From Underperform — Here’s What Still Has to Go Right

DA Davidson has upgraded Rivian Automotive (NASDAQ: RIVN | RIVN Price Prediction) to Neutral from Underperform, citing valuation after a sharp pullback in the stock. The firm kept its price target unchanged at $14,…

Joel South · 7 months ago

A close-up, high-angle view of a dark circuit board with a central glowing blue chip bearing the letters 'AI'. Numerous small components and intricate circuitry are visible, many glowing in bright orange and red, indicating activity and power. The image has a futuristic and high-tech feel with a shallow depth of field.

5 Stocks That Win Big From NVIDIA’s NVLink Fusion AI Ecosystem Expansion

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) dropped a catalyst on March 31 that reordered the AI infrastructure investment conversation: a $2 billion direct investment in Marvell Technology (NASDAQ:MRVL) paired with a deeper NVLink Fusion…

Joel South · 7 months ago

An infographic titled '10-Year Investment Returns: Micron Technology vs. Western Digital' on a dark blue background with glowing lines. The left side shows Micron Technology (MU) with a deep blue and gold upward-curving graph from 2016 to 2026. It indicates a $1,000 investment in 2016 grew to $29,919 today, a +2,892% return, driven by 'AI HBM & DRAM SURGE'. The S&P 500 is noted at +205%. The right side shows Western Digital (WDC) with a red and orange volatile graph peaking sharply towards 2026. It indicates a $1,000 investment in 2016 grew to $8,214 today, a +721% return, under 'HDD & SPINOFF RECOVERY'. A '1-Year Surge: +522%' is also noted. Both charts are labeled with years 2016 and 2026 on the horizontal axis. The bottom text reads 'THE AI INFRASTRUCTURE BET: MICRON & THE MEMORY SUPERCYCLE'. The date 'MARCH 31, 2026' is in the bottom right.

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here’s How Much You’d Have Today

Micron Technology (NASDAQ:MU | MU Price Prediction) and Western Digital (NASDAQ:WDC) have spent a decade riding one of the most volatile cycles in technology. Both sit at the intersection of memory and storage, and…

Joel South · 7 months ago

Fed Reserve Board Chair Powell Announces Interest Rate Decision

Fed Chair Powell Warns: Another Supply Shock Is Coming

Jerome Powell delivered a pointed warning that markets cannot afford to ignore: “Now we have another supply shock coming.” The Fed Chair laid out a sequence that should sharpen every investor’s attention heading into…

Joel South · 7 months ago

A long, dimly lit corridor in a data center. On both sides, tall server racks with transparent doors glow brightly with intricate golden and amber lights, resembling complex circuit boards or flowing data. The floor is dark and reflective, mirroring the warm light from the servers. The ceiling features parallel rows of bright white rectangular lights against a dark, textured grid.

Cramer: CoreWeave’s $8.5B Financing Is a ‘Landmark’ Deal That AI Investors Can’t Ignore

CoreWeave (NASDAQ:CRWV) grabbed the spotlight on CNBC’s Stop Trading Tuesday morning, with Jim Cramer calling the company’s latest financing round a genuine watershed moment for AI infrastructure. “My god, there’s so much happening this…

Joel South · 7 months ago

A close-up view of the front section of a jet engine, dominated by large, curved fan blades. The blades are a metallic silver-grey with hints of gold and bronze tones towards their bases, some showing wear and grime. To the right, a conical, silver-grey spinner with multiple small, dark perforations is visible at the center of the fan. To the left, the engine casing features a complex network of silver metallic pipes, wires, and various fittings, some with red or yellow accents, all bolted to a heavily textured, light grey metallic surface.

Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations

Daiwa initiated coverage of GE Aerospace (NYSE: GE | GE Price Prediction) with a Neutral rating and a $301 price target — a stance that lands well below where most of Wall Street is…

Joel South · 7 months ago