Jefferies upgrades MP Materials, lifts target on Saudi JV, EU project
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BofA on Apple (AAPL): 'Global App store rev up +12% y/y in F4Q25 (after 35 days), healthy growth sustains'
August 5, 2025 12:42 PM EDTBofA Securities analyst Wamsi Mohan reiterated a Buy rating and $240.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "As per SensorTower data, App store revenues in F4Q25 (after 35 days) increased to $3.3bn (+12.1% y/y, according to data on developer revs from... More
Goldman Sachs on Apple (AAPL): 'July 2025 App Store Spending accelerates to +13% yoy'
August 4, 2025 12:25 PM EDTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $266.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "BOTTOM LINE: July 2025 Apple App Store spending grew 13% yoy per Sensor Tower, marking an acceleration from +12% yoy growth in June 2025 and the fastest monthly... More
BofA Securities Reiterates Buy Rating on Apple (AAPL)
August 4, 2025 7:00 AM EDTBofA Securities analyst Wamsi Mohan reiterated a Buy rating and $240.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "In our opinion, if Google is mandated to not pay Apple for anything related to search, then Apple could potentially lose half of the... More
Multiple catalysts should help this materials stock to continue rallying: Jefferies
August 1, 2025 5:00 PM EDTJefferies upgraded MP Materials (NYSE: MP) to Buy from Hold on Friday, telling investors that it sees a series of near-term and long-term catalysts that could sustain the stocks recent rally.
MP shares have roughly doubled following transformational deals with the DoD (supporting scale) and Apple (validating capabilities), analysts wrote.
According to Jefferies, additional OEM off-take agreements appear... More
