The following are the latest ratings and target prices for US stocks from various brokerage firms:
CITIC Securities We give Cadeler AS ADR (CDLR.N) a Buy rating:
Benefiting from the booming European sea winds, the company's performance rebounded significantly in 2025, with its fleet expanding to 10 vessels and improved utilization driving revenue growth of 178% year-on-year. The order backlog reached €2.887 billion, 78% of which corresponds to FID projects, ensuring continued revenue growth in the future. Net profit is projected to steadily increase from 2025 to 2027, with a PE ratio of less than 5x, indicating a significantly undervalued stock that combines growth potential with excellent value.
First Shanghai maintains its Buy rating on Meta Platforms Inc-A (META.O) with a target price of $800.
Q3 2025 revenue and profit exceeded expectations, with AI driving improvements in user engagement and advertising efficiency; Reels ARR surpassed $50 billion. Capital expenditure will increase significantly to support AI infrastructure, which will suppress profit margins in the short term but benefit long-term growth. Using DCF valuation, with a WACC of 9% and a perpetual growth rate of 3%, we set a target price of $800, representing a 23.63% upside from the current price.
CITIC Securities We maintain our Buy rating on Pure Storage Inc-A (PSTG.N) with a target price of $90.
The company's FY2026Q3 non-GAAP EPS was in line with expectations, leading to an upward revision of full-year revenue and operating profit guidance. Shipments to Meta exceeded 1-2 EB, and there is significant potential for Hyperscaler collaborations, with multiple Proof-of-Concept (POC) projects underway. Benefiting from increased all-flash penetration and AI-driven storage demand, DirectFlash technology and the Evergreen subscription model enhance competitiveness. Rising storage prices are also expected to boost revenue growth; therefore, the target price has been raised.
China Merchants Securities (Hong Kong) maintains Salesforce (CRM.N) Buy rating, target price $392.0:
The company's 3QFY26 revenue and profit exceeded expectations, with cRPO increasing by 11% year-over-year and Agentforce ARR surging by 330% year-over-year, driving accelerated AI adoption. Benefiting from strong growth in Agentforce and Data 360, as well as improved operational efficiency, we have raised our FY26-28E revenue forecasts and target price to $392.0, based on 21x FY26E EV/EBITDA.
Huatai Securities Maintaining Marwell Technology (MRVL.O) Overweight rating, target price $112.60:
The company's 3QFY26 results met expectations, and its 4Q guidance is solid, focusing on data centers. The revenue growth forecast for the business in fiscal year 2027 has been revised upward to 25%, with strong growth in optical interconnects and ASIC products. The proposed acquisition of Celestial AI strengthens the company's photonic interconnect portfolio and drives long-term growth. Based on an adjusted PE ratio of 32x for fiscal year 2027, the target price has been raised to $112.60.
CITIC Securities maintains Walmart (WMT.N) Buy rating:
FY26Q3 revenue and profit exceeded expectations, prompting an upward revision of full-year guidance, benefiting from macroeconomic resilience, increased market share, and accelerated e-commerce advertising business. International business grew well, the impact of tariffs was less severe than expected, AI and digital strategies continued to optimize operational efficiency, and the global retail platform possesses strong barriers to entry and significant growth potential.
First Shanghai maintains Amazon (AMZN.O) Buy rating, target price $303.50:
AWS cloud business accelerated its growth, with Q3 revenue increasing by 20% year-on-year, supported by Trainium chip capacity expansion to meet AI computing power demand. The e-commerce AI assistant Rufus improved conversion rates, and the logistics network continued to optimize. EPS is projected to be $7.20/$7.95/$9.84 for 2025-2027, with a target price of $303.50 derived using a sum-of-the-parts valuation method, representing a 30% upside potential.
Tianfeng Securities Maintain Nvidia (NVDA.O) Buy rating:
The company's Q3 revenue was $57.01 billion, up 62% year-over-year, with data center revenue at $51.2 billion, up 66% year-over-year. FY26Q4 guidance was raised to $65 billion, with GAAP net income projected at $101.507 billion. Strong demand for Blackwell/GB300 processors and insufficient AI computing power indicate significant ecosystem barriers and economies of scale, promising long-term growth.
Guolian Minsheng Maintain Buy rating on Nvidia (NVDA.O):
FY26 Q3 revenue was $57 billion (YoY +62%), net income was $31.767 billion (YoY +59%), and data center revenue was $51.22 billion (YoY +66%), with the Blackwell architecture making a significant contribution. Networking business grew by over 162%. The company guides Q4 revenue to $65 billion (±2%). By the end of FY26, Blackwell + Rubin order visibility reached $500 billion. Strong AI infrastructure demand is driving continued growth, solidifying its core position.
(Article source: CLS)
