Bank of America analyst Craig Siegenthaler raised the price target for Robinhood ($HOOD) to $119 from $112, maintaining a Buy rating following strong second-quarter earnings driven by improved sales and expense management. Meanwhile, BofA cut Coinbase's ($COIN) price target to $369 with a Hold rating due to an earnings miss. Clear Street increased the price target for MicroStrategy ($MSTR) to $537 from $508, maintaining a Buy rating based on stronger bitcoin yield expectations and robust demand for its securities offerings. MicroStrategy acquired 21,021 bitcoins between July 28 and August 3, 2025, for $2.46 billion at an average price of $117,256 per bitcoin. Since Donald Trump's election, MicroStrategy has accumulated 376,571 bitcoins worth $43.2 billion, representing 60% of its total holdings. The company reported $14 billion in operating income, $10 billion in net income, and earnings per share of $32.60, trading at a price-to-earnings ratio of 4.7x, lower than 495 companies in the S&P 500. Mizuho reaffirmed a $120 price target on Robinhood, citing its tokenized stock ambitions and crypto resilience. Compass Point maintained a Buy rating on Robinhood with a $105 price target, noting staking, fee expansion, and institutional routing as drivers for 2026 growth. Bank of America also raised Oracle's ($ORCL) price target to $295 from $220 while maintaining a Neutral rating, citing ramping AI capital expenditure cycles, cloud backlogs, and infrastructure demand. Datadog ($DDOG) received a price target increase to $160 from $125 by DA Davidson, reflecting a surge in developer usage and AI software rotation. Benchmark raised Shopify's ($SHOP) price target to $140 from $125, highlighting GMV upside and ChatGPT integration prospects. MicroStrategy disclosed that 42% of its 2025 capital deployment, $7.6 billion out of $18.2 billion, is debt, underscoring leverage in its bitcoin equity strategy.