overweight

Morgan Stanle

2026-09-02 00:54:25

Morgan Stanley Upgrades Robinhood (HOOD) to Overweight, Raises Target to $150

Morgan Stanley upgraded Robinhood (NASDAQ: HOOD) from Equal-weight to Overweight and raised the price target from $124 to $150.

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Morgan Stanle

2026-08-28 06:45:50

Morgan Stanley Upgrades European Aerospace to Overweight

Morgan Stanley raised its rating on European aerospace to Overweight from Equal-weight on August 28, according to BlockBeats. The adjustment was part of a broader ratings review across several European industries. No target prices or company-level details were disclosed in the flash update.

770

Wells Fargo

2026-08-24 12:11:29

Wells Fargo Raises Marvell to Overweight, Lifts Target to $310

Wells Fargo upgraded Marvell Technology (MRVL.O) to Overweight and raised its price target from $240 to $310. The bank said the chipmaker has had a strong year and still has room to rise as it prepares to report its latest quarterly results. Analyst Aaron Rakers said Marvell looks more like a chip company with its own growth drivers, and it may outpace the broader industry whether the sector is in a good cycle or a bad one. Based on Wells Fargo’s new target, Marvell still has nearly 31% upside from Friday’s close.

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gold

2026-08-12 00:09:51

CICC Says Gold Bull Market Isn't Over, Recommends Overweight

In a research note, CICC said the two narratives that had been suppressing gold prices are being invalidated. First, global liquidity is not in a real tightening cycle. Falling US inflation and slowing growth tilt the economic backdrop toward easier monetary policy. Warsh, in CICC's view, is "hawkish in words but dovish in deeds," and Federal Reserve reform could open room for future rate cuts. Second, de-dollarization has not ended. Warsh's balance-sheet reduction is seen as potentially helpful for restoring dollar credibility, but the policy faces heavy constraints from financial markets and politics, so the outlook for implementation is highly uncertain. At the same time, high debt, high deficits, and policy uncertainty may make the structural damage to the dollar's credibility difficult to reverse. The report also pointed to global central banks' net gold purchases rebounding to 289 tonnes in the second quarter, up 62% year over year and the highest for any second quarter on record, reflecting deep-rooted concerns about the dollar. Reserve diversification should keep supporting gold demand over the medium to long term. With ample liquidity and less upward pressure on real interest rates and the dollar, gold may regain support from dual drivers. CICC concluded the gold bull market is not finished, and the window for rebuilding positions after the earlier adjustment is open, recommending investors continue to overweight gold.

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Citigroup

2026-07-13 05:00:28

Citigroup Raises Japan Equities Rating to Overweight

Citigroup has upgraded its rating on Japanese equities to overweight from underweight, according to a July 13 newsflash published by BlockBeats. The brief item did not include the reasons behind the change, any target levels, or additional details tied to the rating revision. No further information was provided in the original report beyond the adjustment itself and the date it was disclosed. The update was carried in BlockBeats' 7X24 H newsflash feed.

1960

Morgan Stanle

2026-07-02 22:00:14

Morgan Stanley Initiates Coverage on Bitcoin Miners: Cipher and TeraWulf Overweight, Marathon Underweight

Morgan Stanley initiated coverage on three publicly traded bitcoin miners on Monday, assigning Overweight ratings to Cipher Mining (CIFR) and TeraWulf (WULF) while giving Marathon Digital (MARA) an Underweight rating. Analyst Stephen Byrd argues that certain miners are better valued as infrastructure plays rather than pure crypto bets, comparing their data center leases to REITs. Cipher is seen as the prime example, TeraWulf also scores with data center leasing experience, while Marathon’s hybrid approach and dependence on bitcoin price earn it a cautious stance. The coverage comes amid a broader debate on whether miners should pivot from proof-of-work to AI and high-performance computing data centers.

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