The following are the latest ratings and target prices for US stocks from various brokerage firms:
First Shanghai maintains its "Hold" rating on Centrus Energy Corp-A (LEU.N) with a target price of $231.
The company has built a competitive moat with its scarce licenses and long-term contracts, boasting a total backlog of $3.9 billion. The pricing of its SWU (Single Unit Unit) is supported by the trend towards de-Russification. Q3 revenue increased by 30% year-on-year, and net profit turned positive. Although the delivery structure disrupted gross margins, capacity expansion preparations are progressing smoothly, and the company has ample cash reserves. The target price reflects the potential catalysts from the DOE's funding bid and the progress of Piketon's capacity expansion.
CITIC Securities Maintain Buy rating on Gitlab Inc-A (GTLB.O):
The company's revenue this quarter was $244 million, with a slower growth rate compared to the previous quarter, mainly due to a weak macroeconomic environment and pressure on SMB demand. The NRR of 119% reflects strong customer loyalty. The pace of corporate expansion has slowed, and orders from the US public sector have been disrupted by the government shutdown. However, the high penetration rate of Ultimate supports ARPU, and the Duo Agent platform is about to reach GA, indicating promising monetization potential in the medium to long term.
First Shanghai Securities News has given Oklo Inc-A (OKLO.N) a "Hold" rating with a target price of $92.5.
The company's first Aurora-INL project has commenced construction, entering the construction and supply chain implementation phase. NSDA approval for fuel facilities facilitates long-term replication, but short-term fuel manufacturing and costs remain constraints. Q3 saw no revenue and an operating loss of $36.31 million, with cash reserves of $1.184 billion sufficient to cover expenses. Cash burn guidance for 2025 is $65-80 million, with a target of commissioning by the end of 2027/early 2028. Currently still in the investment phase, economies of scale are not yet apparent, and progress depends on approvals, fuel chain development, and PPA conversion. The target price is $92.5, representing a 12% upside from the current price; a cautious approach is recommended.
Huatai Securities Maintain Broadcom (AVGO.O) Buy rating, target price $388.35:
The company's revenue and profit both exceeded expectations in 4QFY25, with AI driving strong growth in ASIC and networking products, while non-AI businesses stabilized. AI orders on hand reached $73 billion, providing high revenue visibility over the next 18 months. We have raised our non-GAAP net profit forecasts for FY26-28, and, benefiting from the ramp-up of AI, assign a 40.5x PE to FY26, raising our target price to $388.35.
CITIC Securities gave Micron Technology (MU.O) Buy rating, target price $320:
The company's FY2026Q1 results and guidance significantly exceeded expectations, with both DRAM/NAND volume and price rising. HBM has secured a full-year supply agreement, and TAM is expected to reach hundreds of billions of US dollars. Supply shortages are expected to continue into 2026, with capital expenditures revised upwards to $20 billion. Strong discipline in capacity expansion and significant growth potential support a high target price.
China International Capital Corporation Maintain Nike (NKE.N) Outperform rating, target price $69.00:
2QFY26 revenue reached $12.4 billion, a 1% year-on-year increase (currency neutral, flat), while net profit declined by 32%, better than expected, mainly due to better-than-expected performance in North America and cost control. Revenue from running products increased by over 20%, and soccer orders increased by 40%. Revenue in Greater China declined by 16%, pressured by inventory and demand. We lowered our FY27 EPS forecast to $1.95 and raised our target price to $69, corresponding to a 35x FY27 P/E ratio, representing an 18% upside.
(Article source: CLS)
