Analysts are intrested in these 5 stocks: ( (SNPS) ), ( (TTD) ), ( (ORCL) ), ( (HPQ) ) and ( (RKT) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Synopsys has recently faced a series of downgrades from analysts, reflecting concerns over its IP business and challenges in the Chinese market. Joseph Vruwink from Baird Equity Research downgraded Synopsys to Hold, citing issues with the company’s Design IP outlook and challenges at a major foundry customer. Vivek Arya from BofA also downgraded Synopsys to Sell, pointing out the restructuring required in its core IP business and uncertainties with its top customer, Intel. Blair Abernethy from BMO Capital Markets echoed these sentiments, downgrading Synopsys to Hold due to weaker-than-expected Q3 results and a pivot in the company’s IP product roadmap.
Trade Desk has also seen a downgrade from analyst Matthew Cost at Morgan Stanley, who moved the stock to Hold. Concerns have arisen due to a slowdown in core CTV growth and increased competition in the market. The company’s Q3 guidance of 14% revenue growth has raised questions about its future performance, and the analyst sees limited upside potential in the near term.
Oracle, on the other hand, has received positive attention from analysts. Bradley Sills at BofA upgraded Oracle to Buy, highlighting the company’s exceptional backlog growth and its position as a key AI enabler. Kirk Materne from Evercore ISI also upgraded Oracle to Buy, noting the significant increase in Oracle’s OCI RPO and the company’s potential for long-term revenue and EPS growth. Both analysts see Oracle’s advancements in AI infrastructure as a strong driver for future success.
HP has been downgraded by analyst Amit Daryanani from Evercore ISI, who moved the stock to Hold. The analyst cited concerns over the company’s ability to see further upside, given the current trading price and the lack of clear paths to higher EPS and FCF numbers. While HP expects growth in the PC market, there are concerns about potential risks in FY26, particularly in the first half of the year.
Rocket Companies has received a mixed response from analysts. Mihir Bhatia from BofA upgraded Rocket to Buy, citing the potential benefits of lower interest rates and the synergies from the Mr. Cooper acquisition. However, Jeffrey Adelson from Morgan Stanley initiated coverage with a Hold rating, noting the positive reception of the COOP deal but expressing concerns about valuation and the company’s ambitious market share targets. Overall, Rocket is seen as a potential beneficiary of rate cuts, but there are still uncertainties regarding its future performance.