The following are the latest ratings and target prices for US stocks from various brokerage firms:
Guotai Haitong Give Emark technology (AMKR.O) Overweight rating, target price $51.18:
The company is a leading global OSAT (Outsourced Operating System Provider) manufacturer, benefiting from AI-driven structural growth and the long-term growth opportunities in automotive electronics. Revenue is expected to steadily increase from 2025E to 2027E, with a high ROIC and significant improvement in profitability. Advanced packaging products cover heterogeneous integration needs, while the S-SWIFT and S-Connect platforms support high-performance computing and HBM packaging, driving profit margin growth.
China International Capital Corporation Maintain JD.com (JD.O) Outperform rating, target price $41:
Affected by weak demand for home appliances and the reduction of national subsidies, JD.com's revenue and profit are expected to be under pressure in Q4 2025, with a slowdown in retail business growth. However, user activity continues to grow, and revenue from daily necessities and commission advertising remains resilient. We have lowered our adjusted net profit forecast for 2025 to RMB 26.8 billion, while maintaining our forecast for 2026 at RMB 38.4 billion, and are optimistic about the long-term profit recovery potential.
Huatong Securities Maintain Li Auto (LI.O) Hold rating:
Q3 2025 revenue and deliveries declined year-on-year, mainly due to MEGA recalls and weak demand, resulting in a net loss of 620 million yuan for the quarter. The L-series vehicles support the core business, while the pure electric vehicle transition faces pressure. Despite cash flow pressure, the company has ample cash reserves and a robust balance sheet. The PE ratio for 2025-2027 is expected to decline, reflecting slower growth expectations.
Huatai Securities Maintain Micron Technology (MU.O) Buy rating, target price $360:
FY26Q1 revenue and profit exceeded expectations, with AI driving strong demand for HBM and DRAM, resulting in a significant improvement in gross margin. The company increased capital expenditure to $20 billion, HBM4 yield ramp-up accelerated, and SOCAM M2 showed a clear first-mover advantage. NAND benefited from the expansion of AI server SSD capacity. Earnings forecasts were significantly revised upwards, switching to a 15.0x FY26E PE valuation, and the target price was raised to $360.
Huachuang Securities has given Micron Technology (MU.O) a buy rating:
FY26Q1 revenue and profit hit record highs, benefiting from the surge in AI-driven storage demand. Leading technologies such as HBM4 and G9 NAND were utilized in data centers . Strong business growth. Tight supply and demand in the industry support rising prices and gross margins. Shipments are expected to increase by about 20% in 2026, but this will be insufficient to fill the demand gap. The company has a well-established presence in various end markets, and its technological upgrades and capacity expansion are progressing steadily, resulting in significant earnings elasticity during periods of economic prosperity.
(Article source: CLS)
