Buy rating

Goldman Sachs

2026-07-13 13:29:06

Goldman Sachs lifts SanDisk target to $2,200 ahead of Aug. 5 earnings

Goldman Sachs said in a research note that SanDisk’s fiscal 2026 fourth-quarter results, scheduled for release on Aug. 5, are likely to be a "very strong quarter." The bank expects the global NAND flash chip shortage to continue through 2026, with demand recovering across mobile, PC, and data center markets at the same time. On the supply side, Goldman said production capacity is being squeezed by demand from higher-end AI storage, leaving conventional products in short supply and keeping market prices on an upward trend. Against that backdrop, Goldman raised its target price on SanDisk from $1,200 to $2,200 and reiterated its Buy rating. The note said the sharp revision reflects confidence in the company’s fundamentals and a bullish view on the earnings report due in August.

1330

SpaceX

2026-07-07 08:45:37

SpaceX Wins Initial Buy Ratings From Wall Street, With Morgan Stanley Setting a $300 Target

SpaceX (SPCX.O) received its first wave of Wall Street coverage on July 7, and the early consensus is notably bullish. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, reportedly initiated coverage with buy ratings, citing the company’s long-term growth potential even as questions remain around profitability and valuation. Morgan Stanley issued the highest published target so far at $300, implying roughly 87% upside from Monday’s closing price of $160.42. In its report, the bank argued that SpaceX can scale the conversion of energy into intelligence and monetize that capability through AI-era solutions for both consumers and enterprises. Morgan Stanley also outlined a wide valuation range, with a bear-case price of $75 and a bull-case price of $600, while projecting revenue could reach $319 billion by 2030 and $3.3 trillion by 2040.

1850

TD Cowen

2026-07-02 13:45:14

TD Cowen Initiates Coverage on Bitcoin Treasury Companies, Frames PBTC Sector as Investable Equity Category

TD Cowen this week initiated equity research coverage on four public digital asset treasury companies: Nakamoto Holdings, SharpLink Gaming, Strive, and Strategy, publishing proprietary valuation models and KPIs for the sector. Nakamoto received a Buy rating with a $1.00 price target; SharpLink and Strive also received Buy ratings; Strategy's target was lowered to $350. The firm frames PBTCs as a distinct investable equity category separate from spot Bitcoin ETFs and tech stocks, projecting a Bitcoin price of ~$140,000 by end-2026. TD Cowen stresses the importance of the current pro-crypto policy window but warns reforms must be enacted quickly to avoid reversal after the 2028 election.

540

Benchmark

2026-06-30 12:01:28

Benchmark Maintains Buy on Strategy, Reiterates $570 Target: Two-Way Capital Framework Is a Game Changer

Benchmark Equity Research reiterates its Buy rating on Strategy with a $570 price target, implying 515% upside from the current close of $92.68. Analyst Mark Palmer highlights the new Digital Credit Capital Framework, which shifts the company from one-way security issuance to proactive two-way capital management, including buybacks and Bitcoin sales. The authorization to sell up to $1.25 billion in BTC is minimal relative to the 847,000 BTC treasury. Palmer calls the framework a major positive for shareholders, addressing dilution and improving flexibility.

1860

Benchmark Equ

2026-06-30 11:31:36

Benchmark Maintains Buy Rating on Strategy with $570 Target, Analyst Hails Digital Credit Capital Framework as Shareholder-Friendly Shift

Benchmark Equity Research重申对Strategy的买入评级，目标价570美元较当前股价有约515%的上涨潜力。分析师Mark Palmer指出，Strategy推出的数字信用资本框架实现了双向资本管理，包括回购、出售比特币及暂停增发等举措，有效回应稀释担忧，为股东带来重大利好。报告同时强调，授权出售12.5亿美元比特币的规模仅占其84.7万枚BTC储备的极小部分。

600

Benchmark

2026-06-22 15:01:14

Benchmark Reaffirms Buy Rating on Strategy (MSTR), Says STRC Sell-Off Is Stress Test, Not Structural Deterioration

Benchmark Equity Research reiterated a Buy rating on Strategy (MSTR) with a $570 price target, implying 406% upside. Analyst Mark Palmer said the sell-off in perpetual preferred stock STRC is a yield reset, not a de-pegging, and the company's $1.4 billion cash supports dividends.

1700

Strategy

2026-06-11 08:48:55

H.C. Wainwright Reaffirms Buy Rating on Strategy With $540 Price Target

BitcoinTreasuries.NET said on X that investment bank H.C. Wainwright reaffirmed its Buy rating on Bitcoin treasury company Strategy, with a price target of $540.

480

H.C. Wainwrig

2026-06-11 08:48:55

H.C. Wainwright Reaffirms Buy Rating on Strategy With $540 Target

BitcoinTreasuries.NET said on X that investment bank H.C. Wainwright reaffirmed its buy rating on Bitcoin treasury company Strategy, setting a target price of $540.

540