Wall Street lowers its price targets on Rocket Lab $RKLB following its Q3 earnings, with analysts weighing strong launch demand against Neutron delays:
Cantor Fitzgerald: $122 → $111 (Overweight) – Strong launch track record and diversified operations support an attractive entry point ahead of Neutron commercialization.
Barclays: $85 → $82 (Overweight) – Record bookings and higher Neutron pricing despite launch delays.
Piper Sandler: $83 → $58 (Neutral) – Solid Q3 results and rising launch demand, but Neutron timing remains the key near-term concern.
Wall Street updates its outlook on NVIDIA $NVDA ahead of November 17 earnings, amid espionage-related allegations involving CEO Jensen Huang and continued strong AI demand:
BofA: $350 (Buy) – Maintains target; CEO-related allegations create uncertainty, but no proven business impact.
Citi: $315 → $285 (Buy) – Expects an earnings beat, but lower valuations and leadership risks weigh on its target.
Mizuho: $315 → $250 (Outperform) – Sees upside into earnings from strong chip demand and agentic AI momentum.
Wells Fargo: $315 → $300 (Overweight) – Expects strong results, with AI spending durability and 2028 demand visibility in focus.
Bernstein: (Outperform) – Maintains rating; CEO controversy highlights significant leadership concentration risk, while espionage allegations remain unsubstantiated.
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