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The Latest Breaking News from Wamsi Mohan

Apple’s Worst Day Since March 2020: A ‘100-Year Flood’ Triggered It

Apple Inc. (NASDAQ:AAPL) reported the best June quarter in its history on Thursday, but shares still plummeted early Friday.

Benzinga

Apple Stock Sits at Record Highs: Can Q3 Earnings Drive the Next Breakout?

Apple Inc. (NASDAQ:AAPL) shares are trading slightly lower in Thursday’s premarket session as investors weigh whether upcoming earnings can justify the stock’s recent surge to record highs.

Benzinga

Apple Q3 Preview: Stock Hits All-Time Highs, Will Earnings Justify the Momentum?

Technology giant Apple Inc (NASDAQ:AAPL) looks to maintain its lead as the most valuable company in the world with third-quarter financial results coming Thursday after market close.

Benzinga

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Apple Hits Record Highs, Eyes Foldable Market Share, Tim Cook's Final Earnings Call and More: This Week in Appleverse

It’s been another eventful week for Apple Inc. (NASDAQ:AAPL), with the stock hitting record highs, foldable phone ambitions taking shape and Tim Cook approaching his final earnings call as CEO. Here’s a quick recap of the major Apple stories that came in over the week.

Benzinga

AAPL Stock Hits Historic 11x Sales Valuation Ahead of Tim Cook's Final Earnings Call as Apple CEO

Apple Inc.‘s (NASDAQ:AAPL) valuation has officially shattered records, trading at an unprecedented 11 times its sales revenue just as CEO Tim Cook prepares to oversee his final earnings report.

Benzinga

SanDisk's 40% Drop From Peak: Value Trap or Once-in-a-Generation Buy?

Two investors can look at the same number — 7.9 times earnings — and reach opposite conclusions.

Benzinga

Analysts React on IBM's Worst Day on Record: What History Says Happens Next

International Business Machines Corp. (NYSE:IBM) plunged 25.21% on Tuesday, recording the stock’s worst day on record, and a top investment bank just trimmed its 12-month price objective on the stock.

Benzinga

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SanDisk Slumps 10% But BofA Stays Bullish. Here Is How to Play SanDisk Stock Here.

SanDisk stock dipped 10% on Wednesday, but Bank of America sees more upside on the AI storage stock.

Barchart

SanDisk’s Stock Supercycle Just Got Another Boost: BofA Raises Price Tag to $2,500

Bank of America is telling clients the memory shortage is nowhere near over — and that Sandisk Corp. (NASDAQ:SNDK) is the cleanest way to own it.

Benzinga

This Analyst Just Upped the Price Target on SanDisk Stock. Here's Why.

Bank of America sees significant further upside in SanDisk stock. Analyst Wamsi Mohan explained why in his latest research note.

Barchart

SanDisk Stock: Here’s Why Analysts Are Quietly Raising Price Targets

Wall Street is becoming increasingly bullish on SanDisk as AI-driven memory demand continues to soar.

Barchart

This Analyst Just Upped the Price Target on SanDisk Stock. Here's Why.

BofA analyst Wamsi Mohan raised his price target on SanDisk stock to $2,100. Here’s why he remains bullish on SNDK shares for the next 12 months.

Barchart

Sandisk Stock Has More Room to Run Even After 660% Rally, According to Bank of America

Bank of America, Mizuho, and Cantor Fitzgerald see further gains for Sandisk as AI-driven storage demand continues to tighten memory markets.

Barchart

Blockbuster Earnings Just Sent DELL Stock Soaring. What Comes Next.

Dell stock soars on blockbuster Q1 earnings and impressive future guidance. BofA raises price target on DELL shares to $500.

Barchart

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MarketBeat

Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet

Apple may have looked like an AI laggard earlier in the year, but its ecosystem stranglehold could make it one of the agentic AI era's biggest winners.

Barchart

Bank of America Raises Its Apple Stock Price Target to $380. Agentic AI Could Be the Upside Driver.

Bank of America raises Apple price target to $380, betting agentic AI could generate up to $30 billion in new revenue by 2030. Here's why I think AAPL stock is a buy.

Barchart

Should You Sell Apple Stock Before September 1?

Apple’s leadership shift arrives as the company pushes into AI, but execution risks and China exposure remain in focus.

Barchart

Should You Buy Apple Stock Before April 30? Bank of America Says Yes.

Analysts expect strong iPhone 17 demand to drive positive results for Apple.

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Kiplinger

Dow Dives 521 Points as Goldman, AmEx Slide: Stock Market Today

News of Block's massive layoffs exacerbated AI worries across the financial sector.

Benzinga

Confluent Stock Skyrockets As IBM Seals $11 Billion Buyout

International Business Machines Corp. (NYSE:IBM) agreed to acquire Confluent, Inc. (NASDAQ:CFLT) for $31 per share, giving the data streaming pioneer an enterprise value of $11 billion.

Benzinga

Broadcom To Rally Around 13%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Dell Q3 Preview: Stock Fell After 5 Of Last 6 Earnings Reports — Will Trend Continue?

Growth in artificial intelligence PCs could be a key topic when Dell Technologies Inc (NASDAQ:DELL) reports third-quarter financial results Tuesday after market close.

Benzinga

Apple To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Apple's Long-Term Outlook Brightens As AI, iPhone Demand Drive Growth

Apple Inc. (NASDAQ:AAPL) shares were steady on Wednesday as investors weighed long-term growth prospects and upcoming iPhone and services momentum.

Benzinga

Why Top Analyst Still Says Buy IBM, Even As Its Cloud Business Slows

IBM (NYSE:IBM) beat third-quarter expectations as strong performance in its Infrastructure and Automation divisions successfully offset a surprising slowdown in key software segments like Red Hat.

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