GE Vernova delivered a record Q1 2026, with GAAP EPS of $17.44 and revenue of $9.3B, both beating consensus. Management raised full-year 2026 guidance, now targeting $44.5–$45.5B revenue and $6.5–$7.5B free cash flow, driving a new $1,160 price target. GEV's backlog reached a record $163B, with surging demand in Electrification and Power and organic orders up 71%.
Suncor remains my largest holding, with a raised buy target of $55/share, reflecting a structurally tighter oil market outlook. SU benefits from ample reserves and operational efficiency, supporting sustained production growth and robust shareholder returns through buybacks and dividends. Global oil supply constraints, especially outside North America, and ongoing Middle East disruptions underpin a bullish long-term thesis for Suncor.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock just earned a bullish endorsement from RBC Capital Markets, which raised its price target from $115 to $170 while maintaining its Outperform rating.
In the closing of the recent trading day, Target (TGT) stood at $130.18, denoting a +1.83% move from the preceding trading day.
Meta Platforms (NASDAQ:META | META Price Prediction) stock picked up a nuanced call from Bank of America on Monday: the firm trimmed its price target to $820 from $885 while maintaining its Buy rating.
Ulta Beauty (NASDAQ:ULTA) stock just earned a strong endorsement from Jefferies, which upgraded shares to Buy from Hold and raised its price target to $700 from $635.
Onto Innovation (NYSE:ONTO) stock just earned a strong endorsement from Stifel, which upgraded shares to Buy from Hold and raised its price target to $350 from $220.
Charles Schwab (NYSE:SCHW) stock picked up two simultaneous price target boosts from major Wall Street firms on Friday, a meaningful signal of conviction following a strong first-quarter earnings report.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is picking up fresh bullish analyst attention, with Stifel raising its price target to $140 from $120 while maintaining a Buy rating.
Target Corp (NYSE:TGT) may have more earnings upside ahead than the market is currently pricing in, according to a new note from Jefferies analysts, who argue that the retailer's recovery narrative is being overly focused on sales trends rather than profitability improvements. The analysts said the current view of Target is largely centered on a slow recovery in comparable sales, supported by easier year-on-year comparisons.
Wells Fargo (NYSE:WFC | WFC Price Prediction) stock slipped on Wednesday after three Wall Street firms trimmed their price targets following the bank's Q1 2026 earnings release on April 14.
JPMorgan Chase (NYSE:JPM | JPM Price Prediction) stock got a fresh price target boost from Truist on Wednesday following strong first-quarter earnings.