Intuitive Machines Inc. (NASDAQ:LUNR) is one of the best emerging technology stocks to invest in. On December 22, B. Riley raised the firm’s price target on Intuitive Machines to $20 from $14 with a Buy rating on the shares. The firm noted that Intuitive Machines is in a great spot following the White House’s new executive order. The order’s goals, like returning to the Moon by 2028 and building a lunar base by 2030, basically match exactly what Intuitive Machines does, making the current political climate ...

Vertical Aerospace Ltd. (NYSE:EVTL) is one of the best emerging technology stocks to invest in. On December 15, Needham raised the firm’s price target on Vertical Aerospace to $11 from $9 while keeping a Buy rating on the shares. Following a two-day site visit to the company’s battery and aircraft testing facilities, the firm expressed high confidence in both near-term and long-term milestones. The firm also highlighted the company’s progress in piloted transition flights and hybrid aircraft development as ...

公司与行业动态 - 纳微半导体与安富利于12月11日宣布显著扩大合作伙伴关系 安富利被提升为全球特许分销合作伙伴 此举是纳微半导体整合其特许分销网络、加强全球渠道布局战略的一部分 [1] - 作为全球最大的电子元器件分销商之一 安富利将为纳微半导体的GaNFast/GaN和GeneSiC/SiC产品组合提供全球范围的技术与商业支持 [2] - 此次合作旨在利用安富利的工程深度 加速纳微半导体GaN和SiC平台在全球的采用 以应对行业向更先进电源设计转型的趋势 [3] 产品与技术 - 纳微半导体设计、开发并销售功率半导体 业务覆盖美国、欧洲、中国、亚洲其他地区及全球市场 [4] - 公司的宽禁带半导体器件（GaN和SiC）专为高压、高功率应用而设计 [2] 市场与应用 - 合作伙伴关系瞄准需要高能效解决方案的高增长、高功率领域 具体包括人工智能数据中心、高性能计算、可再生能源、电网基础设施和工业电气化 [3] - 通过与安富利的全球框架结合 公司旨在为所有地理区域的客户提供更快速、更可靠的产品获取渠道以及一致的技术支持 [2]

Redwire Corporation (NYSE:RDW) is one of the best emerging technology stocks to invest in. On December 19, KeyBanc initiated coverage of Redwire with a Sector Weight rating but set no price target on the shares. The firm believes that following the company’s acquisition of Edge Autonomy, Redwire is transforming into a multi-domain space and defense firm. However, while this expansion significantly increases the company’s scale, it comes at the expense of shareholder dilution. In other news, on December 1 ...

Tapestry Inc. (NYSE:TPR) is one of the best performing S&P 500 stocks in 2025. On December 17, Baird analyst Mark Altschwager raised the firm’s price target on Tapestry to $140 from $130 with an Outperform rating on the shares. The firm anticipates a more favorable environment heading into 2026, expecting consumer stimulus to pave the way for robust revenue and earnings growth, particularly once the initial impact of tariffs subsides after the first half of the year. A day prior to this rating, Wells Far ...

Nike Inc. (NYSE:NKE) is one of the most active US stocks to buy according to analysts. On December 19, UBS analyst Jay Sole lowered the firm’s price target on Nike to $62 from $71 with a Neutral rating on the shares. On the same day, Stifel analyst Peter McGoldrick also cut the firm’s price target on Nike to $65 from $68 while keeping a Hold rating on the shares. After the company released its FQ2 2026 financial results, the firm noted that Nike’s recovery remains inconsistent. While the quarter provided ...

Ambev (NYSE:ABEV) is one of the cheap penny stocks to invest in. Earlier in December, Barclays analyst Benjamin Theurer kept his Hold rating on the stock along with a $2.5 price target. Previously, on November 26, Bernstein downgraded Ambev to Market Perform from Outperform with a $2.88 price target. The firm downgraded the stock due to valuation concerns following a 16% year-to-date gain. While the firm remains positive on Ambev’s long-term outlook, it warns that current market expectations are unrealist ...

Sandisk Corporation (NASDAQ:SNDK) is one of the best performing S&P 500 stocks in 2025. On December 8, JPMorgan initiated coverage of SanDisk with a Neutral rating and $235 price target. The firm noted that SanDisk is well-positioned to capitalize on the AI-driven enterprise SSD supercycle, benefiting from a low-cost structure through its joint venture with Kioxia. However, JPMorgan cautioned that the company’s current pricing strength is likely a temporary cyclical peak rather than a permanent shift in th ...

Western Digital Corporation (NASDAQ:WDC) is one of the best performing S&P 500 stocks in 2025. On December 17, Morgan Stanley raised the firm’s price target on Western Digital to $228 from $188 with an Overweight rating on the shares. The firm advised investors to maintain an Overweight position in IT Hardware companies that benefit from cloud capital expenditures and product cycles. Conversely, the firm remains increasingly cautious on manufacturers with high memory exposure due to the margin pressures as ...

核心观点 - 美光科技是2025年标普500指数中表现最佳的股票之一 其出色的财务表现和前景远超市场最乐观的预期 特别是在定价和毛利率方面表现强劲[1] - 德意志银行在美光发布创纪录业绩后 上调其目标价至300美元 并维持买入评级 认为公司在技术执行和资本纪律方面的一致性正在推动内存行业格局的转变[1][3] 财务业绩与展望 - **FQ1 2026业绩**：总营收达到136亿美元 同比增长57% 主要由AI需求爆发驱动[2] - **盈利表现**：非GAAP每股收益为4.78美元 环比增长58% 大幅超出预期[2] - **业务构成**：DRAM业务营收达108亿美元 占总销售额的79% NAND业务营收为27亿美元[2] - **FQ2 2026展望**：公司预计营收将达到187亿美元 非GAAP每股收益预计为8.42美元 预示着本财年剩余时间增长将持续加速[3] 技术与市场地位 - **HBM市场主导**：公司已为其整个2026日历年度的HBM供应（包括即将推出的HBM4）敲定了价格和数量协议 HBM4计划在FQ2 2026以高良率开始爬坡[3] - **市场预测**：公司预测HBM的总潜在市场规模到2028年将达到1000亿美元[3] - **执行与领导力**：公司一致的技术执行和资本纪律受到认可 被视为驱动内存行业转变的关键因素[1] 公司背景 - 美光科技在美国、台湾、新加坡、日本、马来西亚、中国、印度及全球其他地区设计、开发、制造和销售内存及存储产品[4]