Evercore Upgrades Procter & Gamble, Goldman Lifts Palantir Among Week's Top Analyst Calls

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3▲5 ▼2Impact / 5
Summary · why it matters

Evercore ISI upgraded Procter & Gamble to Outperform from In Line and raised its price target to $166 from $161, citing improving U.S. execution, stabilizing category volumes, and signs the company's new organization is beginning to deliver. Analyst Robert Ottenstein lifted his fiscal first-quarter organic sales growth estimate to about 3% versus a consensus of 2%, saying the quarter could mark the end of downside risk to P&G's sales, and expects the company to exit fiscal 2027 growing about 4%. Goldman Sachs upgraded Palantir to Buy from Neutral on recent underperformance, with analyst Gabriela Borges saying the stock is setting up for another phase of outperformance into 2027, and set a $230 price target. BNP Paribas downgraded GlobalFoundries to Neutral from Outperform, with analyst Karl Ackerman cutting his price target to $51 from $80 and saying growth drivers are priced in. FBN Securities downgraded SentinelOne to Sector Perform from Outperform on concerns about CrowdStrike encroaching on its business, while BNP Paribas raised its NVIDIA price target to $345 from $285 and its Intel price target to $125 from $75, and Citi lifted its AMD price target to $800 from $575, saying it now sees the CPU market hitting $300 billion by 2030.

Impact on assets 8

Semiconductors± Mixed
Globalfoundries Inc
GFS
▼ NegativeCapitalrelevance

BNP Paribas downgraded GlobalFoundries to Neutral and cut its price target to $51 from $80, saying growth drivers are priced in.

Cybersecurity & Digital Trust▼
SentinelOne Inc
S
▼ NegativeCompetitionrelevance

FBN Securities downgraded SentinelOne to Sector Perform on concerns about CrowdStrike encroaching on its business.

Artificial Intelligence▲
Consumer Staples▲
Procter & Gamble Company
PG
▲ PositiveCapitalrelevance

Evercore ISI upgraded Procter & Gamble to Outperform and raised its price target to $166 from $161 on improving U.S. execution and stabilizing volumes.

Defense & Geopolitical Fragmentation▲
Palantir Technologies Inc.
PLTR
▲ PositiveCapitalrelevance

Goldman Sachs upgraded Palantir to Buy from Neutral with a $230 price target, citing recent underperformance and a setup for outperformance into 2027.