Keybanc Capital News – Finance Updates

AMD Sees Big Upside: KeyBanc Raises PT to $270 Amid Surging AI, Server CPU Demand

Americas Firms Semiconductor and Other Electronic Component Manufacturing

KeyBanc upgraded AMD to Overweight and set a ...

The firm forecasts $146B of AMD AI accelerato...

KeyBanc expects AMDs server CPU business to g...

Key risks are lofty valuation and execution u...

KeyBanc Cuts Uber Price Target to $105, Highlights AV Risks, Delivery Momentum

Americas Firms Transit and Ground Passenger Transportation

KeyBanc cut Uber’s price target to $105 from ...

The firm modestly raised long-term bookings g...

KeyBanc nudged forecasts by lifting 2026 EBIT...

Most analysts see AVs as a longer-dated overh...

Uber Valuation Under Pressure: AV Risks Weigh as KeyBanc Cuts Target to $105

Americas Markets Transit and Ground Passenger Transportation

KeyBanc cut Ubers 12-month price target to $1...

Uber trades at roughly 30435 EV/EBITDA versus...

Core results remain strong with about 18% YoY...

Rising AV competition (e.g., Waymo, Tesla, Zo...

Applied Materials Surges with $380 KeyBanc Target Amid TSMC’s Bold 2026 Capex Push

Americas Markets Semiconductor and Other Electronic Component Manufacturing

Applied Materials shares rose about 2.5% to r...

TSMC’s planned 2026 capex of $52–$56B (up fro...

Key risks include weaker mature-node demand, ...

Investors are watching AMAT’s Feb. 12, 2026 e...

Netflix-Warner Bros Acquisition: KeyBanc Cuts Target Amid Margin & Regulatory Risks

Global FYI Finance and Insurance

KeyBanc cut its Netflix price target to $110 ...

The firm expects 2026 revenue growth near 13%...

The roughly $82–83B WBD deal (including assum...

Street views diverge sharply, with some targe...

Why KeyBanc Cut Rocket Lab to Sector Weight Despite Strong Growth

Americas Firms Aerospace Product and Parts Manufacturing

KeyBanc downgraded Rocket Lab (RKLB) to Secto...

Recent wins and milestones, including the ~$8...

Rocket Lab is posting rapid revenue growth an...

Further upside hinges on new surprises, espec...

Neutron’s Role Pivotal as KeyBanc Says Rocket Lab’s Upside Mostly Priced In

Americas Firms Aerospace Product and Parts Manufacturing

KeyBanc downgraded Rocket Lab (RKLB) to Secto...

The $816 million SDA Tranche-3 prime contract...

Neutron remains the main potential upside dri...

Key risks include continued cash burn and hea...

ATI Soars with A&D Momentum: KeyBanc Targets $132 on Margin Gains & Material Tailwinds

Global FYI Finance and Insurance

KeyBanc raised ATI’s price target to $132 fro...

A&D now represents about 70% of sales, helpin...

Growth in jet engines, defense, and airframes...

Key risks include raw material volatility, de...

Oracle Poised at $300? KeyBanc Sees Big Value in Cloud, Infra & Apps

Global FYI Finance and Insurance

KeyBanc reiterates Overweight on Oracle and s...

Oracle is still trading at rich multiples (ab...

The bull case hinges on OCI/RPO converting to...

Key risks are a ~$50B AI data-center CapEx su...

KeyBanc Sees ATI’s Margins Rising: Aerospace Strength Fuels $132 Price Target

Americas Markets Aerospace Product and Parts Manufacturing

KeyBanc raised ATI’s price target to $132 fro...

Q3 FY2025 results showed $1.13B revenue (+7% ...

ATI lifted FY2025 guidance to $848–858M adjus...

Growth is being driven by surging defense dem...