The era of the mega-bundle in streaming is coming, TD Cowen analysts say. Here's how it could shake out.
The analysts say a bundle is a better model for traditional TV giants like WBD, Disney, and Paramount. Netflix is another ...
TD Cowen Raises Boston Scientific Corporation (BSX) Target to $115, Reaffirms ‘Buy’ Rating Ahead of Q4 Results
As the global AI race heated up last month with the launch of DeepSeek R1 and Alibaba’s Qwen 2.5 AI models, US AI firms are ...
TD Cowen Remains a Buy on Sera Prognostics (SERA)
TD Cowen analyst Daniel Brennan maintained a Buy rating on Sera Prognostics (SERA – Research Report) today. The company’s shares closed last ...
TD Cowen Sticks to Its Buy Rating for BridgeBio Pharma (BBIO)
TD Cowen analyst Tyler Van Buren maintained a Buy rating on BridgeBio Pharma (BBIO – Research Report) today. The company’s shares closed last ...
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TD Cowen Upgrades Salesforce (LSE:0QYJ)
Fintel reports that on January 17, 2025, TD Cowen upgraded their outlook for ... Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options ...
Seeking Alpha17d
Salesforce rises after TD Cowen upgrades to Buy
TD Cowen upgraded Salesforce's (NYSE:CRM) rating to Buy from Hold and raised the price target to $400 from $380. Shares of Salesforce rose about 2% on Friday. Analysts led by Derrick Wood said ...
Yahoo Finance17d
TD Cowen upgrades SAP stock to Buy, expects valuations to rise on strong growth
Investing.com -- TD Cowen upgraded SAP SE ADR (NYSE:SAP) stock to Buy from Hold and raised its price target to $305 from $240. Analysts at the bank cited SAP's resilient stock appreciation and ...
Investing18d
TD Cowen sees upside for Flowserve stock as durable global investment drives orders
TD Cowen's analyst noted the company's positive momentum, stating that management is effectively executing on the substantial backlog. The firm anticipates that Flowserve's strategic marketing ...
Investing18d
TD Cowen sees upside for Flowserve stock as durable global investment drives orders
TD Cowen's analyst noted the company's positive momentum, stating that management is effectively executing on the substantial backlog. The firm anticipates that Flowserve's strategic marketing ...
Seeking Alpha20d
STMicroelectronics slides as TD Cowen downgrades amid 'cyclical headwinds'
"ST is a leader in power semis and [microcontroller], with its manufacturing network a long-term advantage, but near-term revenue/ margins are likely to remain muted," TD Cowen analyst Joshua ...
Investing21d
TD Cowen upgrades Linde stock rating to Buy on positive outlook
On Monday, TD Cowen analyst Marc Bianchi upgraded Linde stock (NASDAQ:NYSE:LIN) from Hold to Buy, setting a new price target of $515, up from the previous $480. The adjustment reflects a positive ...
Yahoo Finance21d
TD Cowen cuts STMicroelectronics to Hold on difficult 2025 setup
Investing.com -- TD Cowen downgraded STMicroelectronics (NYSE:STM) stock to Hold, citing increased cyclical headwinds in the semiconductor industry amid downstream inventory pressures. The firm ...