Analysts are intrested in these 5 stocks: ( (TXN) ), ( (RCI) ), ( (USAR) ), ( (SIRI) ) and ( (ORCL) ). Here is a breakdown of their recent ratings and the rationale behind them.
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New trading tool for USAR bullsTexas Instruments is back in favor with analysts who see its industrial focus finally paying off. Thomas O’Malley at Barclays has upgraded TXN to Hold (Equal Weight) and lifted the target price to $250, citing several quarters of strong growth in industrial and data center chips that make the old underweight view hard to justify.
The analyst notes that industrial and data center segments grew more than 20% and 25% quarter over quarter in March, with expectations for industrial to beat normal seasonal trends again in June and data center to jump more than 90% in 2026. Still, TXN trades at about 26 times forecast free cash flow, above its mid‑teens history, so investors are being urged to watch execution as Texas Instruments aims for $10 per share in free cash flow by 2027.
Rogers Communications is drawing fresh interest after Q1 2026 results and a major cut in spending plans boosted its cash outlook. Vince Valentini has upgraded RCI to Buy and raised the target price to C$60, arguing that lower capex is driving higher free cash flow and earnings, while confidence grows in wireless pricing and the value of its sports assets.
The analyst points out that Rogers could generate about $5.50 per share in free cash flow by 2027 on a strict definition, making the stock look attractive on yield versus peers. He also highlights potential sports deals, including a large MLSE stake sale and a broader sports and media transaction, which may be slightly delayed but are still expected to end favorably and could unlock further value on top of the core telecom business.
USA Rare Earth arrives on the market with a bold plan to build a full North American rare earth supply chain, and Jeff Grampp is starting coverage with a Buy rating and a $45 target price. The call is built on USAR’s control of one of the few producing rare earth mines outside China, over $3 billion in liquidity, and a 2030 EBITDA goal of about $1.8 billion.
Grampp stresses that demand for rare earth magnets in EVs, wind turbines, robotics and defense is set to grow at a high single‑digit pace for years, while the world remains highly dependent on Chinese processing and magnet capacity. With the Serra Verde acquisition providing guaranteed pricing floors for heavy rare earths and strong U.S. government support, the analyst believes USAR can become a key Western supplier, valuing the stock at 15 times 2030 EBITDA, a discount to peers.
Sirius XM Holdings has been thrust into the spotlight by a striking new partnership with YouTube and valuable satellite spectrum that could attract Big Tech. Barton Crockett has upgraded SIRI to Buy with a $46 target price, arguing that the combination of YouTube ad sales, spectrum leasing potential, and a stabilizing core satellite radio business could unlock substantial upside.
He estimates the YouTube audio ad deal alone could add more than $3 billion in revenue and nearly triple SiriusXM’s ad business, while valuable S‑band spectrum could deliver over $450 million in annual lease EBITDA if tapped for satellite‑to‑device services by players like Amazon, SpaceX or Google. With core subscribers proving loyal and free cash flow set to improve as satellite launches taper off, the analyst values SiriusXM using a sum‑of‑the‑parts approach that highlights how underappreciated these assets may be.
Oracle is being recast as a major infrastructure player in the AI era, and Daniel Ives has initiated coverage with a Buy rating and a $225 price target. He argues that the market misunderstands Oracle’s heavy capital spending, which is tied to a massive $553 billion backlog of contracts rather than speculative bets, putting the company in the early stages of a long growth cycle.
The thesis leans on Oracle Cloud Infrastructure’s flatter, high‑performance design and the new AI‑focused database 26ai, which together aim to connect powerful AI models with the valuable data large enterprises already hold. With multi‑cloud database revenue up sharply, partnerships with leaders such as OpenAI and NVIDIA, and a structured $45–$50 billion capital raise under way, the analyst sees Oracle evolving into a foundational AI infrastructure provider as it gradually converts its backlog into durable revenue and free cash flow.