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NVIDIA (NASDAQ:NVDA) 12-Month Price Outlook: Broker Perspectives and Recent Moves

NVIDIA Corporation (NASDAQ:NVDA) continues to attract attention as analysts update their 12-month price targets following recent earnings, product launches, and AI adoption trends. The company’s Blackwell GPU rollout, ongoing datacenter demand, and inference-focused hardware have prompted brokers to revise their forecasts, with targets spanning …

Team Kalkine | 23 October 2025

From Accelerators to Colocation: Ten Companies Powering AI Compute

The AI datacentre super-cycle is transforming the technology landscape, driven by surging demand for high-performance computing. Key players across accelerators, servers, networking, memory, power, and colocation are powering the rapid expansion of AI infrastructure. From GPU clusters to liquid-cooled high-density racks, this ecosystem underpins …

Team Kalkine | 23 October 2025

STM (NYSE:STM) Reports Q3 2025 Results: Net Income USD 237M and Revenue USD 3.19B

STMicroelectronics N.V. (NYSE:STM) announced its U.S. GAAP financial results for the third quarter ended 27 September 2025. The company recorded net revenues of USD 3,187M, down 2.0% from the same quarter last year, with a gross margin of 33.2%. Operating income came in at …

Team Kalkine | 23 October 2025

Macquarie Raises Target Price for Marathon Digital (NASDAQ:MARA)

Macquarie increased its price target for Marathon Digital Holdings (NASDAQ:MARA) from USD 26.00 to USD 29.00. The firm has assigned an “outperform” rating, citing recent performance data. At current price levels, the target suggests an estimated upside potential of about 51%.

Aditi Sarkar | 22 October 2025

TCS Partners with Box (NYSE: BOX) to Deliver AI-Driven Content Solutions

Tata Consultancy Services (TCS) (BSE:532540, NSE:TCS), a global IT services and consulting company, and Box, Inc. (NYSE:BOX), a leading Intelligent Content Management (ICM) platform, announced a strategic partnership to deliver specialized, industry-focused services worldwide. The collaboration seeks to help organizations extract value from unstructured …

Team Kalkine | 21 October 2025

ASE Technology (NYSE: ASX) to Acquire ADI’s Penang Facility in Strategic Collaboration

ASE Technology Holding Co., Ltd. (NYSE:ASX, TAIEX: 3711) and Analog Devices, Inc. (NASDAQ: ADI) have announced a strategic collaboration in Penang, Malaysia, formalized through a binding Memorandum of Understanding. The agreement outlines ASE’s intention to acquire 100% of Analog Devices Sdn. Bhd., including its …

Team Kalkine | 21 October 2025

Microsoft (NASDAQ: MSFT) Stock Rating Strengthened as Analysts Lift Price Targets

Microsoft (NASDAQ:MSFT) has seen a series of upward revisions in analyst price targets following recent earnings performance. Mizuho raised its target price from USD 625 to USD 640 in its latest report, maintaining an “Outperform” rating. This implies a potential upside of around 25% …

Aditi Sarkar | 17 October 2025

DocGo (NASDAQ: DCGO) Expands Mobile Health Services with New Mexico Care Gap Initiative

DocGo Inc. (NASDAQ:DCGO)has announced the upcoming launch of its care gap closure services in New Mexico, designed to enhance access to healthcare for approximately 10,000 Turquoise Care members. The initiative builds on the company’s ongoing partnership with a national insurance provider, broadening its reach …

Team Kalkine | 16 October 2025

ASML (NASDAQ:ASML) Reports EUR 7.5B in Q3 Sales, EUR 2.1B Net Income

ASML Holding NV(NASDAQ:ASML)reported its financial results for the third quarter of 2025, posting total net sales of EUR 7.5B and a net income of EUR 2.1B. The company achieved a gross margin of 51.6% for the quarter. Installed Base Management revenue totaled EUR 1.96B. …

Team Kalkine | 15 October 2025

Nextracker (NASDAQ:NXT) Sees Analyst Ratings Upgrade Amid Price Target Revisions

Equities research analysts have recently revised their outlooks for Nextracker (NASDAQ:NXT). Wall Street Zen raised the rating from "buy" to "strong-buy" in a note released Tuesday. Robert W. Baird increased the price target from USD 67.00 to USD 76.00 and assigned an "outperform" rating …

Team Kalkine | 13 October 2025
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