The following are the latest ratings and target prices for US stocks from various brokerage firms:
China Securities International maintains its Buy rating on Meta Platforms Inc-A (META.O):
Q3 revenue reached $51.2 billion, a 26% year-over-year increase, exceeding expectations. Advertising AI tools achieved an ARR of over $60 billion, and Reels achieved an ARR of over $50 billion, driving user time and advertising growth. Although net profit declined due to tax adjustments and expenses were revised upwards, long-term AI penetration and capital expenditure guidance remain strong (CAPEX may exceed $100 billion by 2026). A target price of $819 is maintained, reflecting optimism about AI-enabled advertising and the progress of MSL technology.
CITIC Securities Maintain Microsoft (MSFT.O) Buy rating, target price $564:
Microsoft's FY26Q1 performance was solid, with Azure growing 40% year-over-year, driven by strong demand from AI and enterprise cloud migration. Capacity constraints are expected to ease in H2, and increased capital expenditure will support growth. Copilot enhances the added value of 365, benefiting non-cloud businesses. Hyperscale orders improve revenue visibility, and the long-term potential of AI supports a high valuation.
CITIC Securities maintains its "Buy" rating on Roblox Corp-A (RBLX.N) with a target price of $150.
Q3 2025 revenue reached $1.36 billion (YoY +48%), DAU reached 152 million (YoY +70%), and MUP reached 35.8 million (YoY +88%), with the user structure optimized towards high-value groups. Free cash flow doubled, benefiting from increased user engagement driven by both popular and less popular experiences. The company enriches its content ecosystem through AI tools and platform upgrades, strengthens creator incentives and security investments, and supports global gaming. The long-term goal is a 10% market share.
Guohai Securities Give Google-A (GOOGL.O) Buy rating, target price $333:
Q3 2025 revenue reached $102.346 billion (YoY +16%), and net profit reached $34.979 billion (YoY +33%), driven by AI-powered high growth in search advertising and cloud services. Gemini ecosystem expansion and GCP (Google Components) both saw volume and profit increases, while CapEx further strengthened its AI infrastructure. We are optimistic about its "model + chip + application" full-stack layout, which is poised to dominate the AI era, demonstrating both profitability resilience and growth potential. We initiate coverage with a "Buy" rating.
Huatai Securities Maintain Apple (AAPL.O) Buy rating, target price $288:
The company's FY4Q25 results met expectations, with earnings exceeding expectations. FY1Q26 revenue guidance is strong, with double-digit growth in both mobile and services businesses. Increased investment in AI, including Siri upgrades and the deployment of PCC computing power, will drive long-term growth. Although the net profit forecast has been slightly lowered, the strong AI application ecosystem and global demand support a high valuation, resulting in a 35x FY2026 PE ratio.
Guoxin Securities (Hong Kong) maintains Tesla (TSLA.O) Buy rating:
Q3 2025 revenue reached $28.095 billion, a 12% year-over-year increase, exceeding expectations, primarily driven by vehicle deliveries and energy storage. Business growth was strong, but EPS declined by 31% year-on-year, putting pressure on profitability. Energy storage gross profit reached a new high, potentially becoming a new growth driver; Robotaxi and FSD are progressing steadily, while Optimus mass production has been delayed until the end of 2026. Short-term pullbacks present investment opportunities; we remain optimistic about AI and robotics in the long term. Commercial potential.
Dongwu Securities Maintain Buy rating on Microsoft (MSFT.O):
The company's FY26Q1 revenue reached $77.7 billion and EPS reached $4.13, both exceeding expectations. Strong growth was driven by its intelligent cloud and PBP businesses, with Azure up 40% year-over-year and commercial bookings up 112% year-over-year. The company is deepening its AI ecosystem layout, with the Copilot series rapidly penetrating the market, and continued capital expenditure supporting high growth. We are optimistic about its long-term competitiveness in the integration of cloud and AI.
China International Capital Corporation Maintain Amazon (AMZN.O) Outperform rating, target price $280:
AWS's computing power continues to expand, and strong demand for Trainium 2 is driving better-than-expected growth in cloud business. Operating profit and net profit both exceeded expectations, and the order backlog reached $200 billion. Increased cloud supply supports long-term growth; earnings forecasts and target prices have been revised upwards, and the current valuation has upside potential.
CITIC Securities maintains its buy rating on Amazon (AMZN.O):
Q3 2025 revenue and profit exceeded expectations, with AWS growth rebounding to 20.2%, improved computing power supply, smooth progress in self-developed chips, and initial synergy between AI and e-commerce businesses. OpenAI collaboration expanded cloud growth. The e-commerce platform combines cost-effectiveness and user experience, and its market share is expected to increase. Coupled with cost reduction and efficiency improvement, and driven by advertising, Kuiper, and other businesses, profit release is anticipated.
(Article source: CLS)
