The following are the latest ratings and target prices for US stocks from various brokerage firms:
CITIC Securities Maintain Buy rating on MongoDB Inc-A (MDB.O):
The company's Q2 revenue, cloud revenue, and profit all exceeded expectations, leading to an upward revision of full-year guidance. Major clients and the Atlas platform continue to expand, and the new CEO is pushing forward with the "Bay Area Recapture" plan, which is expected to strengthen the company's AI-native client base. The core business is growing steadily, profitability is improving, and medium- to long-term growth is promising.
First Shanghai maintains Boeing (BA.N) Buy rating, target price $240:
Q3 2025 revenue exceeded expectations, reaching $23.27 billion, a 30% year-over-year increase, with operating cash flow turning positive at $240 million. Despite the increased losses due to the 777X delay, increased production capacity for the 737 MAX and 787 will support future deliveries. Based on a DCF model, with a WACC of 8.5% and a perpetual growth rate of 2%, the target price is $240, representing a 16.79% upside from the current price.
Guotai Haitong Maintaining Oracle (ORCL.N) Overweight rating, target price $229:
FY2026E revenue was $67 billion, with non-GAAP net profit of $21.1 billion. RPO reached $523 billion, with large orders from Meta and NVIDIA supporting growth. Although capital expenditure was revised upwards to $50 billion, data centers ... Construction progress may hinder revenue realization. OCI's flexible structure allows for rapid customer switching, mitigating order volatility risks. Financing needs are manageable, and cash flow management measures are effective.
Guoxin Securities Maintain SAIF (CRM.N) Outperform rating:
The company's revenue for Q3 of fiscal year 2026 reached $10.26 billion, a 9% year-over-year increase. Profit and cash flow exceeded expectations. AI products Agentforce and Data 360 drove ARR to nearly $1.4 billion, a 114% year-over-year increase. Remaining obligations reached $59.5 billion, a 12% year-over-year increase. The company raised its full-year revenue guidance to $41.545-$41.55 billion. Significant progress has been made in the AI business, and multi-cloud collaboration has enhanced customer stickiness, indicating strong long-term growth momentum.
China International Capital Corporation Maintain Tesla (TSLA.O) Outperform rating, target price $500:
Robotaxi commercialization is accelerating, with fully driverless testing launched and interstate licenses obtained. Cybercab is expected to begin mass production in 2026, boasting significant cost advantages. The official ride-hailing app has been launched globally, accelerating the international rollout of its services. Optimus robots... The V3 will be unveiled, and mass production of the AI5 chip will facilitate ecosystem collaboration. The upward adjustment of the target price reflects the increased valuation of SOTP, with a potential upside of 5%.
(Article source: CLS)
