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Goldman Sachs Reiterates Conviction Buy Rating on $UBER, PT $110
Analyst comments: "Uber hosted their GO-GET 2025 event where the company highlighted a number of announcements primarily aimed at affordability. Specifically: 1) Mobility – focused on making the commute use case more affordable and reducing friction (e.g., Commute Alerts, Price Lock Pass, Prepaid Pass, Route Share); 2) Delivery – updates skewed toward driving affordability and savings with proactive price comparison and substitution recommendations (Uber Eats Savings Slider); 3) Uber One – added benefits including 10% Uber One credits back when using Uber Rent (including Turo) or taking Lime rides on Uber, as well as the first Uber One Member Days; and 4) Autonomous Vehicles – partnership with Volkswagen to launch the first shared autonomous ride. Starting in Los Angeles in early 2026, Uber and Volkswagen will deploy the fully electric, fully autonomous ID. Buzz AD.
We view these announcements as aligned with Uber's broader platform initiatives to drive adoption, frequency, and retention through products aimed at solving pain points across use cases, particularly around affordability and usability. We reiterate our Buy rating on UBER shares (also on the Conviction List) and maintain our 12-month price target of $110."
Analyst: Eric Sheridan
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Goldman Sachs Reiterates Conviction Buy Rating on $UBER, PT $110
Analyst comments: "Uber hosted their GO-GET 2025 event where the company highlighted a number of announcements primarily aimed at affordability. Specifically: 1) Mobility – focused on making the commute use case more affordable and reducing friction (e.g., Commute Alerts, Price Lock Pass, Prepaid Pass, Route Share); 2) Delivery – updates skewed toward driving affordability and savings with proactive price comparison and substitution recommendations (Uber Eats Savings Slider); 3) Uber One – added benefits including 10% Uber One credits back when using Uber Rent (including Turo) or taking Lime rides on Uber, as well as the first Uber One Member Days; and 4) Autonomous Vehicles – partnership with Volkswagen to launch the first shared autonomous ride. Starting in Los Angeles in early 2026, Uber and Volkswagen will deploy the fully electric, fully autonomous ID. Buzz AD.
We view these announcements as aligned with Uber's broader platform initiatives to drive adoption, frequency, and retention through products aimed at solving pain points across use cases, particularly around affordability and usability. We reiterate our Buy rating on UBER shares (also on the Conviction List) and maintain our 12-month price target of $110."
Analyst: Eric Sheridan
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BOFA RAISES $CRWV PT TO $76 FROM $42 - BUY
Analyst comments: "CoreWeave delivered a solid first quarter as a public company, with 16% revenue upside to our model driven by better return on net assets. The return of 10.3% well exceeded our estimate of 8.6%. Some of the upside came from capital expenditure timing, which pushed into Q2 and lowered the denominator. However, strength was also supported by better consumption.
Q1 was an impressive quarter for contract signings, including a new $11.9 billion deal with OpenAI and a $4 billion expansion with a large AI enterprise. These results validate that CoreWeave is well positioned to capitalize on the rapidly growing AI infrastructure market as a best-in-class data center provider. While the business remains capital-intensive, expanding return on net assets points to a widening spread over cost of capital.
We reiterate our Buy rating and raise our price objective from $42 to $76 to reflect revenue upside. Our new target is based on a forward 16x CY27e EBIT valuation (up from 13x prior), a premium to the cloud datacenter group at 15x given CoreWeave’s long runway of EBIT growth."
Analyst: Brad Sills
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BOFA RAISES $CRWV PT TO $76 FROM $42 - BUY
Analyst comments: "CoreWeave delivered a solid first quarter as a public company, with 16% revenue upside to our model driven by better return on net assets. The return of 10.3% well exceeded our estimate of 8.6%. Some of the upside came from capital expenditure timing, which pushed into Q2 and lowered the denominator. However, strength was also supported by better consumption.
Q1 was an impressive quarter for contract signings, including a new $11.9 billion deal with OpenAI and a $4 billion expansion with a large AI enterprise. These results validate that CoreWeave is well positioned to capitalize on the rapidly growing AI infrastructure market as a best-in-class data center provider. While the business remains capital-intensive, expanding return on net assets points to a widening spread over cost of capital.
We reiterate our Buy rating and raise our price objective from $42 to $76 to reflect revenue upside. Our new target is based on a forward 16x CY27e EBIT valuation (up from 13x prior), a premium to the cloud datacenter group at 15x given CoreWeave’s long runway of EBIT growth."
Analyst: Brad Sills
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From Feb 2024 to Apr 2025, Google $GOOGL (incl. DeepMind) filed 140 U.S. patent apps in agentic AI—70% more than $NVDA (80), and well ahead of IBM (61), Intel (43), and Microsoft (42).
Agentic AI filings are up 56% YoY. https://t.co/aq0P23JL9t
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From Feb 2024 to Apr 2025, Google $GOOGL (incl. DeepMind) filed 140 U.S. patent apps in agentic AI—70% more than $NVDA (80), and well ahead of IBM (61), Intel (43), and Microsoft (42).
Agentic AI filings are up 56% YoY. https://t.co/aq0P23JL9t
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$BABA | Alibaba Q4 FY2025 Earnings Highlights
🔹 Revenue: ¥236.45B (Est. ¥237.91B) 🔴; +7% YoY
🔹 Adj EPS: ¥12.52 (Est. ¥12.81) 🔴; +23% YoY
Segment Revenue (Q4):
🔸 Cloud Intelligence Group: ¥30.13B; UP +18% YoY
🔸 Taobao & Tmall Group: ¥101.37B; UP +9% YoY
🔹 Customer Management Revenue: ¥71.08B; UP +12% YoY
🔹 Direct Sales & Others: ¥24.50B; DOWN -1% YoY
🔸 Alibaba International Digital Commerce: ¥33.58B; UP +22% YoY
🔹 Retail: ¥27.60B; UP +24% YoY
🔹 Wholesale: ¥5.98B; UP +16% YoY
🔸 Cainiao Logistics: ¥21.57B; DOWN -12% YoY
🔸 Local Services Group: ¥16.13B; UP +10% YoY
🔸 Digital Media & Entertainment: ¥5.55B; UP +12% YoY
🔸 All Others: ¥53.99B; UP +5% YoY
Segment EBITA (Q4):
🔹 Taobao & Tmall Group: ¥41.75B; UP +8% YoY
🔹 Alibaba International Digital Commerce: -¥3.57B; loss narrowed YoY
🔹 Cloud Intelligence Group: ¥2.42B; UP +69% YoY
🔹 Cainiao Logistics: -¥606M; loss narrowed YoY
🔹 Local Services: -¥2.32B; loss narrowed YoY
🔹 Digital Media & Entertainment: ¥36M profit vs. loss YoY
🔹 All Others: -¥2.54B; loss narrowed YoY
Other Key Metrics:
🔹 Adj. EBITDA: ¥41.78B; UP +36% YoY
🔹 Operating Income: ¥28.47B; UP +93% YoY
🔹 Net Income: ¥11.97B; UP +1203% YoY
🔹 Net Income Attributable to Shareholders: ¥12.38B; UP +279% YoY
🔹 Net Cash from Operating Activities: ¥27.52B; UP +18% YoY
🔹 Free Cash Flow: ¥3.74B; DOWN -76% YoY
Dividend and Shareholder Returns:
🔹 Total Share Repurchase FY25: $11.9B (5.1% net reduction in shares)
🔹 Declared Total Dividend: $2.00 per ADS (Regular $1.05 + Special $0.95)
🔹 Aggregate Payout: ~$4.6B
CEO Eddie Wu Commentary:
🔸 "Core business growth is accelerating, driven by AI adoption and strong cloud momentum. AI-related product revenue grew triple-digits for the 7th straight quarter."
CFO Toby Xu Commentary:
🔸 "We delivered 7% revenue growth and 36% EBITA growth. Share repurchases and special dividends reflect our commitment to shareholder value."
Cloud & AI Strategic Commentary:
🔸 Alibaba Cloud named Emerging Leader in all four GenAI categories by Gartner.
🔸 Launched Qwen3 open-source AI models, including MoE architectures for hybrid reasoning.
🔸 AI product revenue continues triple-digit YoY growth across verticals including retail, manufacturing, and media.
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$BABA | Alibaba Q4 FY2025 Earnings Highlights
🔹 Revenue: ¥236.45B (Est. ¥237.91B) 🔴; +7% YoY
🔹 Adj EPS: ¥12.52 (Est. ¥12.81) 🔴; +23% YoY
Segment Revenue (Q4):
🔸 Cloud Intelligence Group: ¥30.13B; UP +18% YoY
🔸 Taobao & Tmall Group: ¥101.37B; UP +9% YoY
🔹 Customer Management Revenue: ¥71.08B; UP +12% YoY
🔹 Direct Sales & Others: ¥24.50B; DOWN -1% YoY
🔸 Alibaba International Digital Commerce: ¥33.58B; UP +22% YoY
🔹 Retail: ¥27.60B; UP +24% YoY
🔹 Wholesale: ¥5.98B; UP +16% YoY
🔸 Cainiao Logistics: ¥21.57B; DOWN -12% YoY
🔸 Local Services Group: ¥16.13B; UP +10% YoY
🔸 Digital Media & Entertainment: ¥5.55B; UP +12% YoY
🔸 All Others: ¥53.99B; UP +5% YoY
Segment EBITA (Q4):
🔹 Taobao & Tmall Group: ¥41.75B; UP +8% YoY
🔹 Alibaba International Digital Commerce: -¥3.57B; loss narrowed YoY
🔹 Cloud Intelligence Group: ¥2.42B; UP +69% YoY
🔹 Cainiao Logistics: -¥606M; loss narrowed YoY
🔹 Local Services: -¥2.32B; loss narrowed YoY
🔹 Digital Media & Entertainment: ¥36M profit vs. loss YoY
🔹 All Others: -¥2.54B; loss narrowed YoY
Other Key Metrics:
🔹 Adj. EBITDA: ¥41.78B; UP +36% YoY
🔹 Operating Income: ¥28.47B; UP +93% YoY
🔹 Net Income: ¥11.97B; UP +1203% YoY
🔹 Net Income Attributable to Shareholders: ¥12.38B; UP +279% YoY
🔹 Net Cash from Operating Activities: ¥27.52B; UP +18% YoY
🔹 Free Cash Flow: ¥3.74B; DOWN -76% YoY
Dividend and Shareholder Returns:
🔹 Total Share Repurchase FY25: $11.9B (5.1% net reduction in shares)
🔹 Declared Total Dividend: $2.00 per ADS (Regular $1.05 + Special $0.95)
🔹 Aggregate Payout: ~$4.6B
CEO Eddie Wu Commentary:
🔸 "Core business growth is accelerating, driven by AI adoption and strong cloud momentum. AI-related product revenue grew triple-digits for the 7th straight quarter."
CFO Toby Xu Commentary:
🔸 "We delivered 7% revenue growth and 36% EBITA growth. Share repurchases and special dividends reflect our commitment to shareholder value."
Cloud & AI Strategic Commentary:
🔸 Alibaba Cloud named Emerging Leader in all four GenAI categories by Gartner.
🔸 Launched Qwen3 open-source AI models, including MoE architectures for hybrid reasoning.
🔸 AI product revenue continues triple-digit YoY growth across verticals including retail, manufacturing, and media.
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Mizuho Downgrades $CRWD to Neutral from Outperform, Says Valuation Now Crowded, Maintains PT at $425
Analyst comments: "Very consistently throughout CRWD's nearly six-year tenure as a publicly traded company, this has been one of our favorite stocks. Our initial thesis—that CRWD would very successfully extend beyond its initial focus on endpoint protection—has long been proven, and we believe CRWD remains very well positioned for future growth.
That said, our recent CRWD checks have moderated while some potential risk factors have emerged, and yet the shares have remained remarkably robust, now trading above our $425 price target. As such, we are downgrading our rating on CRWD to Neutral from Outperform and recommend waiting for a better entry point."
Analyst: Gregg Moskowitz
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Mizuho Downgrades $CRWD to Neutral from Outperform, Says Valuation Now Crowded, Maintains PT at $425
Analyst comments: "Very consistently throughout CRWD's nearly six-year tenure as a publicly traded company, this has been one of our favorite stocks. Our initial thesis—that CRWD would very successfully extend beyond its initial focus on endpoint protection—has long been proven, and we believe CRWD remains very well positioned for future growth.
That said, our recent CRWD checks have moderated while some potential risk factors have emerged, and yet the shares have remained remarkably robust, now trading above our $425 price target. As such, we are downgrading our rating on CRWD to Neutral from Outperform and recommend waiting for a better entry point."
Analyst: Gregg Moskowitz
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TRUMP SAYS MY 2026 BUDGET INCLUDES SUBSTANTIAL PAY RAISES FOR SERVICE MEMBERS https://t.co/TeTXYcdrMe
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TRUMP SAYS MY 2026 BUDGET INCLUDES SUBSTANTIAL PAY RAISES FOR SERVICE MEMBERS https://t.co/TeTXYcdrMe
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DICK’S confirms $FL acquisition in a $2.4B deal, offering shareholders $24/share or 0.1168 $DKS. Foot Locker will operate as a standalone unit. The combined company aims to drive global growth, unlock $100–125M in cost synergies, and boost EPS in year one post-close. Deal expected to close H2 2025.
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DICK’S confirms $FL acquisition in a $2.4B deal, offering shareholders $24/share or 0.1168 $DKS. Foot Locker will operate as a standalone unit. The combined company aims to drive global growth, unlock $100–125M in cost synergies, and boost EPS in year one post-close. Deal expected to close H2 2025.
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EMIRATES IN TALKS WITH MUSK'S SPACEX TO GET STARLINK ON FLIGHTS https://t.co/WrKCljyBL2
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EMIRATES IN TALKS WITH MUSK'S SPACEX TO GET STARLINK ON FLIGHTS https://t.co/WrKCljyBL2
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Deere $DE trims the low end of its FY net income forecast to $4.75B–$5.5B (was $5.0B–$5.5B), citing global trade uncertainty despite easing tariffs. Q2 EPS came in at $6.64, down from $8.53 Y/Y. Ag equipment sales beat, but construction lagged. Farmers still facing pressure from weak crop prices.
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Deere $DE trims the low end of its FY net income forecast to $4.75B–$5.5B (was $5.0B–$5.5B), citing global trade uncertainty despite easing tariffs. Q2 EPS came in at $6.64, down from $8.53 Y/Y. Ag equipment sales beat, but construction lagged. Farmers still facing pressure from weak crop prices.
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