Topic
Research produced by brokerage and bank analysts, including price targets, ratings and earnings forecasts, used by investors to evaluate public companies.
Rothschild Redburn began coverage of TeraWulf at Neutral with a $15 target in August 2026. The company has 102 megawatts operating against 839 contracted, and its lease revenue runs at about 13% of what the Anthropic contract will eventually pay.
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Rajat Gupta of JPMorgan gives the customer-supplied Tesla Network $5 billion of his $320 billion 2035 robotaxi forecast, and the other $314 billion rides on cars Tesla buys with its own capital. Waymo runs the same structure.
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Zeus: God of Arrogance is the developer's first hit in twelve years by the brokerage's count. The 42,000 won target sits about 26 percent above a share price that closed down 0.89 percent on the day the report went out.
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JPMorgan lifted its Tesla price target from $145 to $475 while moving the stock only to neutral. Its $320 billion robotaxi projection for 2035 runs almost entirely through cars Tesla builds and owns itself.
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Nvidia returned a record $26 billion to shareholders in the quarter to July and has pledged at least half its annual free cash flow. That makes Evercore ISI's 2027 projection a forecast of cash generation.
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The bank sees $125,000 reclaimed by late 2026 and a 2029 peak near $300,000. Its own multiple compresses along the way, which puts the weight on miner costs, and it cut Strategy's target to $350.
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The target came down about 21 percent on crypto price weakness. What did not change is the claim that legislative stalling quietly helps an incumbent that already holds a federal charter.
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