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Wall Street's Thursday Calls: Roku Poised for 28% Jump, Plus 9 Other Analyst Moves

MarketDash Editorial Team
17 hours ago
Top analysts shook up their ratings on Thursday with some eye-catching moves. Jefferies upgraded Roku with a price target suggesting over 28% upside, while other firms adjusted their outlooks on names ranging from chip designers to streaming platforms and biotech players.

Wall Street's top analysts rolled out fresh takes on ten notable companies Thursday, with upgrades, downgrades, and price target adjustments that could reshape how investors view these stocks. Here's what the smart money is saying.

The Streaming Star Gets a Second Look

Jefferies analyst James Heaney decided Roku Inc. (ROKU) deserves more love, upgrading the streaming platform from Hold to Buy while bumping the price target from $100 to $135. That new target sits about 28% above Wednesday's closing price of $105.36, suggesting Heaney sees meaningful upside ahead for the connected TV player.

Biotech Adjustments

Not every move was upward. Stifel analyst Paul Matteis trimmed his price target on Uniqure NV (QURE) from $50 to $40, though he kept his Buy rating intact. The gene therapy company's shares closed Wednesday at $20.14, meaning even the reduced target implies substantial upside if Matteis's thesis plays out.

On a more positive note, HC Wainwright & Co. analyst Emily Bodnar raised her price target for Olema Pharmaceuticals Inc. (OLMA) from $36 to $45, maintaining a Buy rating. The pharmaceutical company settled at $30.68 on Wednesday.

Enterprise Software and Chips

Oracle Corp. (ORCL) saw Bernstein analyst Mark L. Moerdler reduce his price target from $364 to $339, while keeping an Outperform rating. Oracle shares closed at $223.01 on Wednesday, well below even the reduced target, suggesting Moerdler still sees considerable room to run.

B of A Securities analyst Vivek Arya had better news for Synopsys Inc. (SNPS), upgrading the chip design software company from Neutral to Buy and raising the price target from $500 to $560. Synopsys closed Wednesday at $475.83, giving Arya's new target about 18% upside potential.

Optical and Space Tech Get Love

Rosenblatt analyst Mike Genovese boosted his price target on Applied Optoelectronics Inc. (AAOI) from $35 to $50, sticking with a Buy rating. The optical components maker settled at $34.98 on Wednesday, meaning Genovese's target implies roughly 43% upside.

Needham analyst Ryan Koontz also delivered good news for Planet Labs PBC (PL), raising his price target from $16 to $22 while maintaining a Buy rating. The satellite imaging company closed at $12.94 on Wednesday, suggesting Koontz sees about 70% upside potential.

The App Economy Stays Hot

Benchmark analyst Mike Hickey raised his already bullish price target on Applovin Corp. (APP) from $700 to $775, keeping a Buy rating. With Applovin shares closing Wednesday at $703.28, Hickey's new target represents another 10% climb for the mobile app technology company that's already been on a tear.

More Conservative Takes

Some analysts took a more cautious stance. Mizuho analyst Anthony Crowdell cut his price target for Southern Co. (SO) from $97 to $88, maintaining a Neutral rating. The utility company closed at $84.08 on Wednesday.

Telsey Advisory Group analyst Dana Telsey reduced her price target on Oxford Industries Inc. (OXM) from $52 to $35, keeping a Market Perform rating. The apparel company closed at $40.45 on Wednesday, actually trading above the new price target.

These rating changes reflect how Wall Street's top minds are adjusting their views as we head deeper into earnings season and companies provide updated guidance. Whether these calls prove prescient remains to be seen, but they offer a window into how the professionals are positioning their books.

Back to News

Wall Street's Thursday Calls: Roku Poised for 28% Jump, Plus 9 Other Analyst Moves

MarketDash Editorial Team
17 hours ago
Top analysts shook up their ratings on Thursday with some eye-catching moves. Jefferies upgraded Roku with a price target suggesting over 28% upside, while other firms adjusted their outlooks on names ranging from chip designers to streaming platforms and biotech players.

Wall Street's top analysts rolled out fresh takes on ten notable companies Thursday, with upgrades, downgrades, and price target adjustments that could reshape how investors view these stocks. Here's what the smart money is saying.

The Streaming Star Gets a Second Look

Jefferies analyst James Heaney decided Roku Inc. (ROKU) deserves more love, upgrading the streaming platform from Hold to Buy while bumping the price target from $100 to $135. That new target sits about 28% above Wednesday's closing price of $105.36, suggesting Heaney sees meaningful upside ahead for the connected TV player.

Biotech Adjustments

Not every move was upward. Stifel analyst Paul Matteis trimmed his price target on Uniqure NV (QURE) from $50 to $40, though he kept his Buy rating intact. The gene therapy company's shares closed Wednesday at $20.14, meaning even the reduced target implies substantial upside if Matteis's thesis plays out.

On a more positive note, HC Wainwright & Co. analyst Emily Bodnar raised her price target for Olema Pharmaceuticals Inc. (OLMA) from $36 to $45, maintaining a Buy rating. The pharmaceutical company settled at $30.68 on Wednesday.

Enterprise Software and Chips

Oracle Corp. (ORCL) saw Bernstein analyst Mark L. Moerdler reduce his price target from $364 to $339, while keeping an Outperform rating. Oracle shares closed at $223.01 on Wednesday, well below even the reduced target, suggesting Moerdler still sees considerable room to run.

B of A Securities analyst Vivek Arya had better news for Synopsys Inc. (SNPS), upgrading the chip design software company from Neutral to Buy and raising the price target from $500 to $560. Synopsys closed Wednesday at $475.83, giving Arya's new target about 18% upside potential.

Optical and Space Tech Get Love

Rosenblatt analyst Mike Genovese boosted his price target on Applied Optoelectronics Inc. (AAOI) from $35 to $50, sticking with a Buy rating. The optical components maker settled at $34.98 on Wednesday, meaning Genovese's target implies roughly 43% upside.

Needham analyst Ryan Koontz also delivered good news for Planet Labs PBC (PL), raising his price target from $16 to $22 while maintaining a Buy rating. The satellite imaging company closed at $12.94 on Wednesday, suggesting Koontz sees about 70% upside potential.

The App Economy Stays Hot

Benchmark analyst Mike Hickey raised his already bullish price target on Applovin Corp. (APP) from $700 to $775, keeping a Buy rating. With Applovin shares closing Wednesday at $703.28, Hickey's new target represents another 10% climb for the mobile app technology company that's already been on a tear.

More Conservative Takes

Some analysts took a more cautious stance. Mizuho analyst Anthony Crowdell cut his price target for Southern Co. (SO) from $97 to $88, maintaining a Neutral rating. The utility company closed at $84.08 on Wednesday.

Telsey Advisory Group analyst Dana Telsey reduced her price target on Oxford Industries Inc. (OXM) from $52 to $35, keeping a Market Perform rating. The apparel company closed at $40.45 on Wednesday, actually trading above the new price target.

These rating changes reflect how Wall Street's top minds are adjusting their views as we head deeper into earnings season and companies provide updated guidance. Whether these calls prove prescient remains to be seen, but they offer a window into how the professionals are positioning their books.