The following are the latest ratings and target prices for US stocks from various brokerage firms:
Industrial Securities Maintain Overweight rating on General Electric (GE.N):
The company's Q3 2025 results exceeded expectations, with Aerospace division revenue increasing by 26% to $11.3 billion. Strong service demand coupled with delays in new aircraft deliveries boosted repair business. Improved execution efficiency through the FLIGHT DECK operating model led to a significant upward revision of full-year guidance. We are optimistic about its oligopolistic position, pricing power, and long-term growth potential in the service market.
CITIC Securities We give Mobileye Global Inc-A (MBLY.O) an "Overweight" rating:
The company's Q3 revenue and profit exceeded expectations, mainly due to strong shipments of EyeQ chips. Its ADAS market share remained stable, benefiting from increased global penetration. Progress in advanced autonomous driving is clear: SuperVision (L2+) has completed hardware development, Chauffeur (L3) is scheduled for production in 2027, and Robotaxi (L4) is planned for commercialization in 2027. Short-term growth certainty has improved, but long-term competitive pressure has led to a downgrade of the rating and target price.
China Merchants Securities (Hong Kong) Maintains Thermo Fisher Scientific (TMO.N) Buy rating, target price 654:
The company's revenue and adjusted EPS for the third quarter of 2025 increased by 5.0% and 9.7% year-on-year, respectively, exceeding expectations. Demand is recovering in the pharmaceutical and biotechnology sectors, and clinical CROs are also contributing factors. Business recovery and improved visibility into the US budget have stabilized government and academic clients. Benefiting from the trend towards domestic manufacturing, the acquisition of Sanofi's New Jersey facility strengthens our production capacity. We have raised our earnings forecast and target price to reflect expectations of an improved macroeconomic environment.
China Merchants Securities (Hong Kong) maintains its Weibo account. (WB.O) Buy rating, target price $14.0:
Advertising revenue is under short-term pressure, with Q3 revenue down 5% year-on-year, and increased investment in AI leading to a decline in profits. However, with over 50 million AI search users, monetization potential is promising. Non-GAAP net profit is expected to recover in 2026, and the current valuation is only 7 times PE, significantly lower than peers, with a dividend yield of approximately 7%, providing a safety margin.
China International Capital Corporation Maintain Pepsi (PEP.O) Neutral rating, target price $155:
3Q25 revenue and core EPS met expectations; organic growth was under pressure, but the impact of foreign exchange transactions weakened. (Food & Beverage) Despite declining sales, the company's efforts in developing health-focused products and expanding its reach in outdoor settings have yielded positive results in cost reduction and efficiency improvement. We have raised our 2025 EPS forecast to $8.13, citing a reasonable valuation. Our target price corresponds to a 2025 P/E ratio of 19.1x, representing an upside of 2.3%.
CITIC Securities maintains its research on Ramon. (LRCX.O) Buy rating, target price $165:
The company's performance and guidance for the next quarter exceeded expectations, benefiting from the strong WFE market and demand for AI-driven devices. NAND upgrade capital expenditure is expected to exceed $40 billion, with significant advantages in etching and deposition technologies. Revenue from mainland China has increased to 43% in the short term, and the company's growth momentum is strong in the long term due to global memory expansion.
Southwest Securities Maintain Tesla (TSLA.O) Hold rating:
2025 Q3 revenue and deliveries hit record highs, gross margin improved sequentially, Cybercab, Semi, and Robotaxi are nearing mass production, and FSD technology iteration is accelerating. AI5 chip performance has significantly improved, and robotics... The project is progressing steadily. However, net profit declined year-on-year, and future growth depends on the implementation of new technologies, which carries some uncertainty.
Guotai Haitong maintains its "Buy" rating on Tesla (TSLA.O) with a target price of $518.
Q3 car sales hit a record high, energy storage Strong business growth, accelerated FSD technology iteration, and steady progress in Robotaxi and Optimus deployments. Although Q4 sales may face pressure, demand for the standard Model Y/3 is expected to remain stable. We are optimistic about the long-term potential of AI and autonomous driving development.
CITIC Securities maintains Intel's (INTC.O) Hold rating, target price $38.9 per share:
The company's FY2025Q3 results exceeded expectations, and it received support from the US government and Nvidia. External investment is expected to alleviate financial pressure and revitalize the OEM business. The partnership with Nvidia will enhance product competitiveness. We are optimistic about the positive impact of this investment and cooperation and will closely monitor the progress of subsequent business implementation.
Huachuang Securities Maintain Buy rating on Intel (INTC.O):
Q3 2025 revenue reached $13.7 billion (YoY +3%), exceeding expectations for the fourth consecutive quarter, with a gross margin of 40% (QoQ +10.3 pct), benefiting from product mix optimization and inventory improvement. Xeon 6 processors saw significant cost reductions, and the foundry of 18A processors is progressing smoothly. Although Q4 guidance remains flat sequentially, AI and process upgrades drive long-term competitiveness, and tighter industry supply will benefit market share growth.
CICC maintains Freeport-McMoRan (FCX.N) Outperform rating, target price $45.20:
Q3 2025 results exceeded expectations, primarily due to better-than-expected cost control, despite a decline in sales volume caused by the Grasberg accident. We have raised our 2025/26 EBITDA forecasts, benefiting from rising copper prices and improved costs. Our DCF valuation has increased, and our target price has been raised to $45.20, representing a 9% upside from the current price.
(Article source: CLS)
