Nasdaq futures up after sell-off; Nvidia rises after-hours - what's moving markets

CFRA Reiterates Strong Buy Rating on Microsoft (MSFT), PT $490

CFRA analyst Angelo Zino reiterated a Strong Buy rating and $490.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "We keep our 12-month target at $490 on a P/E of 32.8x our CY 26 EPS view of $14.92. We adjust our FY 25 (Jun.) EPS to $13.01 from $12.96 and FY 26 to $14.72... More

JPMorgan on Tesla (TSLA): 'continue to recommend caution with regard to an investment in TSLA shares'

JPMorgan analyst Ryan Brinkman reiterated an Underweight rating and $135.00 price target on Tesla (NASDAQ: TSLA)

The analyst comments "Its not clear to us why Tesla shares traded as much as +5% higher in the aftermarket Wednesday, although we have some leading theories. Perhaps it was managements statement that it had identified an achievable path to becoming worth more than the worlds five most valuable companies taken together (i.e., more than the $14.8 trillion combined market capitalizations of Apple, Microsoft, NVIDIA, Amazon, & Alphabet). Or maybe it was managements belief that... More

Microsoft (MSFT) PT Lowered to $475 at Wolfe Research, 'we continue to keep faith that the longterm AI payback will drive accelerating growth'

Wolfe Research analyst Alex Zukin lowered the price target on Microsoft (NASDAQ: MSFT) to $475.00 (from $515.00) while maintaining a Outperform rating.

The analyst comments "Key Thoughts. It's hard to sugarcoat these results as hope fore 2H Azure acceleration and capex moderation got the kibosh, as ex-AI azure growth fell below 20% with no clear signals of a bottom while extremely strong AI bookings are still capacity-constrained limiting 2H AI Azure upside. Shares are likely range bound until such time as either... More

Benchmark Upgrades Meta Platforms Inc. (META) to Buy

Benchmark analyst Mark Zgutowicz upgraded Meta Platforms Inc. (NASDAQ: META) from Hold to Buy with a price target of $820.00.

For an analyst ratings summary and ratings history on Meta Platforms Inc.... More

Meta Platforms Inc. (META) PT Raised to $800 at Raymond James

Raymond James analyst Josh Beck raised the price target on Meta Platforms Inc. (NASDAQ: META) to $800.00 (from $725.00) while maintaining a Strong Buy rating.

The analyst comments "The Call: Reiterate Strong Buy on META as commentary pointed towards a Big Year of AI... More

Microsoft (MSFT) PT Lowered to $500 at Mizuho

Mizuho analyst Gregg Moskowitz lowered the price target on Microsoft (NASDAQ: MSFT) to $500.00 (from $510.00) while maintaining a Outperform rating.

The analyst comments "However, Azure revenue growth of 31% Y/Y CC was at the low end of mgmt's guided range (+31%-32%), as MSFT's... More

Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "We maintain our Buy rating and $500 price target on Microsoft after a mixed F2Q25 report. The ongoing concerns regarding the cadence of Azure growth remain significant for investors, with the stock down 5% AH. Despite this, improvements in the other two pillars for the stock -... More

Morgan Stanley Defending on Microsoft (MSFT): 'Investors Still Climbing the Wall of Worry – But We Feel Better About the Ascent'

Morgan Stanley analyst Keith Weiss lowered the price target on Microsoft (NASDAQ: MSFT) to $530.00 (from $540.00) while maintaining a Overweight rating.

The analyst comments "Investors Still Climbing the Wall of Worry But We Feel Better About the Ascent. As discussed in our preview, investor sentiment... More

Tesla is reporting earnings after the close. Watch these numbers

Tesla (NASDAQ: TSLA) is set to report its fourth-quarter earnings today after the market close, with analysts closely watching key metrics, including vehicle deliveries, gross margins, and updates on future products like the low-cost EV and Robotaxi.

Cantor Fitzgerald said... More

Microsoft stock: Top 5 most interesting topics Piper Sandler is closely monitoring

Microsoft's (NASDAQ: MSFT) AI revenue could surpass $10 billion in just two years, highlighting its first-mover advantage in artificial intelligence, according to Piper Sandler.

Analysts see the milestone as proof of Microsofts ability to monetize AI at scale, with triple-digit growth driven by widespread enterprise adoption.

Ahead of its earnings report on January 29, Piper Sandler... More

Wolfe Research on Meta Platforms Inc. (META), 'we expect a beat on both top and bottom lines'

Wolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $730.00 price target on Meta Platforms Inc. (NASDAQ: META).

The analyst comments "For Q4, we expect a beat on both top and bottom lines, largely in-line with investor expectations. For FY25, we expect $112 - $117B Total Expenses... More

Raymond James on NVIDIA (NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'

Raymond James on NVIDIA (NASDAQ: NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'

The analyst, Javed Mirza, comments "What is happening: NVIDIA Corporation (NVDA) is showing signs of technical weakness consistent with a new intermediate-term (1-3 month) corrective phase attempting to take hold. Price Momentum is weakening (see red circle, top panel, Exhibit 1) and the stock closed below an important technical level near the 40-week moving average (see thin blue line, third panel, Exhibit 1). In addition, Relative Strength is deteriorating versus the S&P 500 (see red arrow, second panel,... More

Tigress Financial Partners Upgrades NVIDIA (NVDA) to Strong Buy, PT $220

Tigress Financial Partners analyst Ivan Feinseth upgraded NVIDIA (NASDAQ: NVDA) from Buy to Strong Buy with a price target of $220.00.

The analyst comments "We upgrade our investment rating from Buy to Strong Buy and increase our 12-month target price to $220 as NVDA continues to be a core holding in the powerful AI investing theme and the industry-leading beneficiary of the significant capital investment in AI development driving the ongoing acceleration of AI adoption across all industries and enterprises, which will continue to drive significant revenue and cash flow growth and greater shareholder... More