Ratings changes for Kodiak AI, Cybin, Broadcom, Alliant Energy, Texas Capital Bancshares, SpaceX, Micron Technology and more...

October 22nd, 2026

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Today's Top Stories

Micron’s Taiwan Strike: A High-Stakes Fight Over AI Profits

Micron’s Taiwan Strike: A High-Stakes Fight Over AI Profits

By Jeffrey Neal Johnson

AI Spending Is Surging—But Which Stocks Still Win if It Slows Down?

AI Spending Is Surging—But Which Stocks Still Win if It Slows Down?

By Nathan Reiff

Are RTX Corporation and Northrop Grumman Ready to Break Out?

Are RTX Corporation and Northrop Grumman Ready to Break Out?

By Thomas Hughes

Palantir Micron and SanDisk Show a Familiar Pattern

Sponsored · Partner Content

The 7 Stocks Quietly Gaining Attention Right Now

Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone. A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful…

See the 7 stocks on the watchlist while it's still freetc pixel

Analysts' Upgrades

All Upgrades
CME CME Group
JPMorgan Chase & Co.
Underweight → Overweight
PT $367.00
19.9% upside
EFX Equifax
Argus
Hold → Buy
PT $200.00
6.8% upside
HAL Halliburton
Freedom Broker
Hold → Buy
PT $37.00 → $40.00
20.7% upside
IONS Ionis Pharmaceuticals
BMO Capital Markets
Market Perform → Outperform
PT $54.00 → $66.00
50.3% upside
KMI Kinder Morgan
Freedom Broker
Hold → Buy
PT $34.00 → $39.00
15.8% upside
KSS Kohl's
Gordon Haskett
Hold → Buy
PT $27.00
9.1% upside
OHI Omega Healthcare Investors
Citizens Jmp
Market Perform → Market Outperform
PT $52.00
12.2% upside
TSLA Tesla
CLSA
Underperform → Hold
PT $310.00 → $400.00
6.8% upside
BNP Paribas Exane
Underperform → Neutral
PT $266.00 → $420.00
12.1% upside
TXN Texas Instruments
Freedom Broker
Hold → Buy
PT $260.00 → $330.00
18.1% upside
WHF WhiteHorse Finance
Raymond James Financial
Market Perform → Outperform
PT $9.00
13.2% upside
XYZ Block
BMO Capital Markets
Market Perform → Outperform
PT $101.00
27.9% upside

Trump goes

Sponsored · Partner Content

Trump goes "all-in" on Grand Canyon energy breakthrough

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits…

See the ticker behind this Grand Canyon energy breakthrough nowtc pixel

Analysts' Downgrades

All Downgrades
AEG Aegon
JPMorgan Chase & Co.
Overweight → Neutral
BROS Dutch Bros
Royal Bank Of Canada
Outperform → Sector Perform
PT $70.00 → $46.00
10.3% upside
UGP Ultrapar Participacoes
JPMorgan Chase & Co.
Overweight → Neutral

Elon Musk’s 4th Wealth Window Set to Open by October 30

Sponsored · Partner Content

What Elon Musk's Cybercab Reveal Could Mean for Investors

Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal. Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30.

See Jeff Brown's full analysis on Musk's new AI projecttc pixel

Analysts' New Coverage

All Initiations
AEP American Electric Power
HSBC
Buy
PT $145.90
11.7% upside
AVAV AeroVironment
Oppenheimer
Buy → Outperform
PT $205.00
74.2% upside
AVEX AEVEX
Oppenheimer
Outperform
PT $21.00
92.0% upside
AVGO Broadcom
Tigress Financial
Buy
PT $600.00
85.6% upside
CELC Celcuity
Cantor Fitzgerald
Overweight
PT $140.00
113.5% upside
CLSK Cleanspark
Canaccord Genuity Group
Buy
PT $20.00
145.4% upside
CMS CMS Energy
HSBC
Underperform → Hold
PT $69.00
1.8% downside
CNP CenterPoint Energy
HSBC
Buy
PT $44.00
6.8% upside
DRK DarkHorse Technologies
Maxim Group
Buy
PT $6.00
210.9% upside
DTE DTE Energy
HSBC
Hold
PT $135.00
1.5% upside
DUK Duke Energy
HSBC
Hold
PT $123.00
1.9% downside
ED Consolidated Edison
HSBC
Hold
PT $104.00
10.6% downside
EIX Edison International
HSBC
Hold
PT $56.50
2.4% downside
ES Eversource Energy
HSBC
Hold
PT $70.00
3.3% upside
ETR Entergy
HSBC
Buy
PT $123.50
14.2% upside
ETRA Electra Therapeutics
JPMorgan Chase & Co.
Overweight
PT $36.00
289.2% upside
EVRG Evergy
HSBC
Buy
PT $92.00
8.3% upside
TD Cowen
Buy
PT $95.00
11.8% upside
EXC Exelon
HSBC
Hold
PT $44.00
1.9% downside
FE FirstEnergy
HSBC
Buy
PT $50.00
7.5% upside
IOND Ionic Digital
Canaccord Genuity Group
Buy
PT $119.00
85.9% upside
KRMN Karman
Oppenheimer
Outperform
PT $40.00
15.5% upside
KTOS Kratos Defense & Security Solutions
Oppenheimer
Outperform
PT $50.00
30.7% upside
LNT Alliant Energy
HSBC
Buy → Hold
PT $69.50
1.1% downside
LULU lululemon athletica
Wolfe Research
Underperform
PT $75.00
27.9% downside
MRCY Mercury Systems
Oppenheimer
Outperform
PT $90.00
19.1% upside
NI NiSource
HSBC
Buy
PT $49.50
13.3% upside
NRG NRG Energy
HSBC
Buy
PT $179.00
90.3% upside
PBLS Parabilis Medicines
HC Wainwright
Buy
PT $40.00
48.6% upside
PCG Pacific Gas & Electric
HSBC
Buy
PT $15.50
19.2% upside
PEG Public Service Enterprise Group
HSBC
Hold
PT $72.50
0.3% downside
PNW Pinnacle West Capital
HSBC
Buy
PT $119.50
12.1% upside
PPL PPL
HSBC
Buy
PT $42.00
18.9% upside
RNA Avidity Biosciences
Roth Capital
Buy
PT $15.00
83.8% upside
SO Southern
HSBC
Buy
PT $99.50
6.1% upside
SRE Sempra Energy
HSBC
Buy
PT $97.50
14.9% upside
TLN Talen Energy
HSBC
Buy
PT $444.30
34.1% upside
TD Cowen
Buy
PT $475.00
43.3% upside
VST Vistra
HSBC
Buy
PT $190.00
35.1% upside
WEC WEC Energy Group
HSBC
Hold
PT $106.50
5.0% downside
WRD WeRide
Barclays
Equal Weight
PT $4.00
3.1% downside
XEL Xcel Energy
HSBC
Buy
PT $89.00
12.7% upside

The Rumors About Elon’s Next Move Are Spreading Fast

Sponsored · Partner Content

100% overnight gains?

Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Skousen, who met Musk in person and called the SpaceX listing months early, says he has identified all three targets in what he calls Elon's $2.1 Trillion Hit List. See the three companies before the rumors become headlines.

Get the details on all three companies nowtc pixel
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