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$AAPL | 𝐀𝐩𝐩𝐥𝐞 (AAPL): KeyBanc reiterates 𝐒𝐞𝐜𝐭𝐨𝐫 𝐖𝐞𝐢𝐠𝐡𝐭, keeps 𝐏𝐓 𝐮𝐧𝐜𝐡𝐚𝐧𝐠𝐞𝐝 Analyst sees 𝐢𝐏𝐡𝐨𝐧𝐞 𝐮𝐩𝐠𝐫𝐚𝐝𝐞 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦 driving a 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐅𝟑𝐐 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞, but flags 𝐰𝐞𝐚𝐤 𝐞𝐱𝐢𝐭𝐢𝐧𝐠 𝐭𝐫𝐞𝐧𝐝𝐬 and lower F4Q/FY26 https://t.co/p7iiOwb8Hc
$RDDT | 𝐑𝐞𝐝𝐝𝐢𝐭 (RDDT): Baird maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟓𝟏 (𝐟𝐫𝐨𝐦 $𝟏𝟐𝟎) Analyst highlights 𝐢𝐦𝐩𝐫𝐨𝐯𝐢𝐧𝐠 𝐭𝐫𝐚𝐟𝐟𝐢𝐜, 𝐠𝐥𝐨𝐛𝐚𝐥 𝐮𝐬𝐞𝐫 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡, and early 𝐬𝐡𝐨𝐩𝐩𝐢𝐧𝐠 𝐟𝐞𝐚𝐭𝐮𝐫𝐞 𝐫𝐚𝐦𝐩—but valuation keeps rating in https://t.co/BZhM4oGoD3
$CVNA | 𝐂𝐚𝐫𝐯𝐚𝐧𝐚 (CVNA): Citi reiterates 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟒𝟏𝟓 (𝐟𝐫𝐨𝐦 $𝟑𝟐𝟓) Analyst sees 𝐬𝐭𝐫𝐨𝐧𝐠 𝐔𝐧𝐢𝐭 𝐒𝐚𝐥𝐞𝐬 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦, rising 𝐢𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲, and upside to long-term 𝐫𝐞𝐭𝐚𝐢𝐥 𝐬𝐜𝐚𝐥𝐞 𝐭𝐫𝐚𝐣𝐞𝐜𝐭𝐨𝐫𝐲. https://t.co/adDNiAQlqA
Citigroup analyst Ygal Arounian raised his price target on The Trade Desk to $90 from $82 while maintaining a Buy rating, adding the shares to a 90-day upside catalyst watch ahead of the company’s second-quarter earnings release. In a note to clients, Arounian said a proprietary media-buyer survey showed The Trade Desk strengthening its leadership position in demand-side advertising platforms, even as competition from Amazon’s DSP intensifies. The analyst cited the firm’s data and inventory advantages as likely drivers of near-term performance.
