The following are the latest ratings and target prices for US stocks from various brokerage firms:
China International Capital Corporation We maintain our neutral rating on CrowdStrike Holdings Inc-A (CRWD.O) with a target price of $414.
The company's 3QFY26 results exceeded expectations, with revenue increasing by 22% year-on-year, adjusted net profit margin at 20%, free cash flow margin at 24%, and ARR growth accelerating to 23%. AI and platformization drove a 73% year-on-year increase in net new ARR, driven by the Flex model and partnerships with AWS and F5. Ecological cooperation expands boundaries. We maintain our earnings forecast, with a target price corresponding to FY26E 22x P/S, representing a 19.8% downside from the current share price.
CICC maintains Vale's (VALE.N) Outperform rating, target price $14.70:
Iron ore production forecasts have been revised downwards to 335-345 million tons (2026), with rising costs but a flexible strategy; copper and nickel production growth prospects are solid, and capital expenditures are manageable. Upward revisions to earnings forecasts drive the target price to $14.70, corresponding to 5.6x 2026 EV/EBITDA, representing a 14% upside. Risks stem from ore price volatility and macroeconomic uncertainties.
Guoyuan International Securities Maintain cheetah movement (CMCM.N) Buy rating, target price $9.0:
The company's AI business revenue increased by 150.8% year-on-year, accounting for over 50% for the first time and driving total revenue growth by 49.6%. AI-driven cost reduction and efficiency improvement were significant, with the operating expense ratio dropping to 73.4%, achieving non-GAAP profitability for the first time in six years. The "AI + Hardware + Services" strategy has been successfully implemented, and the transformation's effectiveness is evident. We maintain our buy rating.
CICC maintains its rating on Maiwell Technology. (MRVL.O) Outperform rating, target price $120:
3QFY26 results met expectations, data center Strong business growth, well-established AI connectivity and XPU deployment, and high order visibility. Mass production of optoelectronic, AEC, and PCIe retimer products is imminent in FY27, with XPU generational upgrades driving continued revenue growth. We raise our FY27 EPS forecast to $3.65, based on a FY27 P/E ratio of 33x, and raise our target price to $120, reflecting our optimism about AI-driven long-term growth potential.
First Shanghai maintains Apple (AAPL.O) Buy rating, target price $330.00:
The company's Q4 revenue reached $102.47 billion, a year-on-year increase of 7.9%, with service revenue showing strong growth of 15.1%. Significant upgrades to the iPhone 17 stimulated replacement demand, with sales expected to reach 250 million units. The service ecosystem continued to strengthen, leading to increased customer engagement and profitability. Based on the DCF model, we project a three-year revenue CAGR of 7.0% and an EPS CAGR of 10.9%, raising our target price to $330.
Guoyuan International Securities maintains its position on Zhihu. (ZH.N) Buy rating, target price $4.3:
Q3 2025 revenue was under pressure, but losses narrowed significantly. The AI-native community strategy is accelerating, and the synergistic effect between the content ecosystem and AI capabilities is expected. Non-GAAP operating loss narrowed by 16.3%, and cash reserves of RMB 4.58 billion (supermarket value) provide a high safety margin. A profit inflection point is expected in 2027, with AI driving ARPU growth and advertising innovation. The target price corresponds to a 2025 PS ratio of 1.0, representing a 21.9% upside.
(Article source: CLS)
