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The Latest Breaking News from Evercore ISI

AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth

Apple's Services engine is starting to fire on all cylinders, but Wall Street is only just starting to wake up to its true value-adding potential.

How Services Could Help Generate $13 in Earnings Per Share for Apple Stock

How Services Could Help Generate $13 in Earnings Per Share for Apple Stock

Apple’s next major growth wave may come less from iPhones and more from its booming high-margin Services ecosystem, with Evercore ISI seeing a path to $13 in EPS.

Evercore ISI Raises Its Seagate Stock Price Target to $1,000. HAMR Technology Growth Is the Major Trigger.

Evercore ISI Raises Its Seagate Stock Price Target to $1,000. HAMR Technology Growth Is the Major Trigger.

Wall Street's boldest call on Seagate stock yet has real numbers to back it up.

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Earnings Sent Fastly Stock Down Bad, but Don’t Miss the Bigger Picture with FSLY Shares Up 85% YTD

Fastly dropped 38% after its Q1 earnings. However, the stock is still up more than 85% this year.

Intel Just Hit a New All-Time High. Does INTC Stock Have More Room to Run?

Intel shares are soaring on better-than-expected Q1 earnings and upbeat future guidance. Evercore ISI analysts recommend buying INTC stock into the post-earnings strength.

Should You Chase the Rally in CoreWeave Stock?

CoreWeave stock soars on a multi-year Anthropic deal. Evercore ISI analysts explain what could drive CRWV shares higher as the year unfolds.

Centrus Energy Just Struck a Landmark Deal with Palantir. Should You Buy the Uranium Stock Now?

Centrus Energy’s AI partnership with Palantir and federal backing positions the company for growth despite near-term execution risks.

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Analysts Say This 1 Unexpected Stock to Buy Could Be a Major AI Winner

Analysts Say This 1 Unexpected Stock to Buy Could Be a Major AI Winner

Waystar stock is down 39% from its all-time high and offers significant upside potential to shareholders in March 2026.

Evercore ISI Says This 1 Dividend Stock Could Be a Winner Amid the Software Apocalypse

Evercore ISI Says This 1 Dividend Stock Could Be a Winner Amid the Software Apocalypse

Evercore ISI sees C.H. Robinson as a rare AI-era winner because its agentic supply chain platform is already turning 30‑plus AI agents loose on real freight tasks, helping it gain share, expand margins, and extend a 28‑year dividend growth streak.

Wall Street Thinks Hard-Hit SNOW Stock Can Gain 40% in 2026. Should You Buy Snowflake Now?

Wall Street Thinks Hard-Hit SNOW Stock Can Gain 40% in 2026. Should You Buy Snowflake Now?

Down over 40% from its all-time highs, Snowflake is Evercore's top pick, thanks to its widening AI moat, and it could gain those losses back, and more.

Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year

Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year

One top analyst sees over 50% upside in Arista Networks as accelerating AI data center demand and strong execution might fuel a potential run.

Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Evercore ISI has turned bullish on Dell ahead of its earnings release on Feb.26, expecting AI-driven momentum and near-term traditional hardware demand to fuel a solid beat.

Buy the Dip in Apple Stock Before January 29, According to Goldman Sachs

Buy the Dip in Apple Stock Before January 29, According to Goldman Sachs

Goldman Sachs analysts expect robust iPhone sales growth ahead of Apple’s Q1 earnings.

Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?

Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?

After UNH’s bruising 2025 collapse, can Evercore ISI’s “Outperform” call and turnaround thesis signal a timely entry point for investors willing to look past near-term scars?

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Evercore Analysts Are Pounding the Table on Apple Stock Ahead of a ‘Sizable Catalyst’ Coming in 2026

Investors who buy AAPL stock based on Evercore's call may be disappointed.

Netflix Is Buying Warner Bros. Discovery. Should You Buy NFLX Stock?

Netflix stock sinks as the streaming giant announces an $83 billion takeover bid for WBD assets. Analyst says NFLX shares will hit $138 by the end of 2026.

CoreWeave Is Building a Massive New Data Center. Should You Buy CRWV Stock Here?

CoreWeave is set to help Poolside build a massive data center in Texas. Should you buy CRWV stock here?

Ahead Of Uber's Q3 Earnings, Mark Mahaney Predicts Investors Will Be Looking Out For This Major Update — Outlines Tesla, Waymo's Role

Investment bank Evercore ISI's analyst Mark Mahaney predicts that shareholders would be keen for an update on Uber Technologies Inc.'s (NYSE:UBER) autonomous roadmap ahead of the ride-hailing giant's third-quarter earnings call.

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GPT-6 is Expected to Arrive by the End of 2025, Says Analyst

We all know that OpenAI is already working on the GPT-6 model. But it looks like the company does not want to wait too long and wants to release the model

Tesla Stock Is Rallying Today: What's Behind The Move?

Tesla Inc (NASDAQ:TSLA) shares are trading higher on Monday after Evercore ISI raised its price target on the stock. The company also reportedly increased production at its Shanghai facility.

Sprouts, Darden Offer High-Upside Setups for Risk-Takers

Sprouts Farmers Market and Darden Restaurants have both been selling off, but oversold RSIs and analyst support suggest there might be an opportunity here.

Google Is Now Worth $3 Trillion. Should You Buy GOOGL Stock Here?

With Google now part of the $3 trillion club, should investors pay attention to this tech giant?

Can Google Stock Hit $300 in 2025?

Google’s surging AI dominance and cloud momentum have prompted analysts to set a hefty price target.

Evercore's Jumbo Forecast Signals Staggering SPY Upside

Investors looking for a clear signal in a choppy market just got one. On Wednesday, Evercore ISI went all in on a higher SP 500 on CNBC’s ‘Fast Money’, setting a bold new target of 7,750 by the end of 2026, a roughly 20% gain from today's levels. For the…

This Nuclear Energy Stock Just Got a Big Government Boost. Should You Buy It Here?

Centrus Energy stock inches up as nuclear energy company secures one-year extension from the DOE on HALEU contract. Evercore ISI analysts see further upside in LEU shares.

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