Analysts are focusing on CoreWeave, Vertiv, Thermo Fisher, Altria, and Bloom Energy. CoreWeave and Vertiv are seeing upgrades, while Thermo Fisher, Altria, and Bloom Energy are facing downgrades. The upgrades are driven by strategic acquisitions and potential growth in AI investments, while the downgrades are due to R&D pressures, a declining combustibles market, and risks such as the lack of a permanent CFO.
Analysts are closely monitoring the performance and future prospects of several key companies, with a particular focus on CoreWeave, Vertiv, Thermo Fisher, Altria, and Bloom Energy. CoreWeave and Vertiv have recently received upgrades, while Thermo Fisher, Altria, and Bloom Energy have faced downgrades. The upgrades are largely driven by strategic acquisitions and potential growth in AI investments, whereas the downgrades are attributed to R&D pressures, a declining combustibles market, and risks such as the lack of a permanent CFO.
CoreWeave, a technology company, received an upgrade due to its strategic acquisitions and potential growth in AI investments. Vertiv Holdings Co. (NYSE:VRT) also saw an upgrade, driven by its strong earnings report and positive analyst sentiment. Vertiv reported earnings per share of $0.64 for the quarter, beating analysts' estimates of $0.62, and its revenue grew by 24.2% year-over-year [1].
On the other hand, Thermo Fisher Scientific (NYSE:TMO) faced a downgrade due to R&D pressures. The company's stock has been under pressure due to the high costs associated with its research and development activities. Altria Group (NYSE:MO) also received a downgrade, mainly due to a declining combustibles market and the impact of regulatory pressures. Bloom Energy (NASDAQ:BE) faced a downgrade due to risks such as the lack of a permanent CFO and concerns about its financial stability [2].
The upgrades and downgrades reflect the diverse challenges and opportunities that these companies are facing. Investors should closely monitor these companies' developments and consider the specific risks and opportunities associated with each. As always, it is essential to conduct thorough research and consult with financial professionals before making investment decisions.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-2845-shares-in-vertiv-holdings-co-nysevrt-purchased-by-stratos-wealth-advisors-llc-2025-07-12/
[2] https://www.marketbeat.com/instant-alerts/analyst-upgrades-and-downgrades-on-key-companies/
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