Analysts Eye Oklo, Southwest, ASML, Axon, Centene: Stock Ratings and Insights

Saturday, Jul 19, 2025 9:59 am ET1min read

Analysts are bullish on Oklo's small module reactor technology, citing its potential to lead the grid expansion and multi-trillion-dollar data center market. Southwest Airlines has been downgraded to 'Hold' due to a stable near-term outlook and concerns over its share buyback program's sustainability. ASML Holding has been downgraded to 'Hold' with a strong revenue and earnings outlook but uncertainty around future bookings. Axon Enterprise has a 'Hold' rating due to its strong growth prospects already reflected in its stock price. Centene has been downgraded to 'Sell' due to legislative reforms impacting its growth in Medicaid and ACA exchanges.

Analysts have provided mixed ratings for several key players in the financial sector, reflecting their diverse views on the companies' prospects. Southwest Airlines (LUV) has been downgraded to 'Hold' due to a stable near-term outlook and concerns over its share buyback program's sustainability [1]. Despite this, analysts are bullish on Oklo's small module reactor technology, citing its potential to lead the grid expansion and multi-trillion-dollar data center market [1].

ASML Holding (ASML) has also been downgraded to 'Hold' with a strong revenue and earnings outlook but uncertainty around future bookings [2]. The company's CEO, Christophe Fouquet, walked back his forecast for 2026 growth, citing trade disputes and global tensions. ASML's shares fell as much as 11% on Wednesday, the biggest intraday decline since January 27 [2].

Axon Enterprise (AXP) has a 'Hold' rating due to its strong growth prospects already reflected in its stock price [1]. Centene (CNC) has been downgraded to 'Sell' due to legislative reforms impacting its growth in Medicaid and ACA exchanges [1].

These ratings highlight the varied expectations analysts have for these companies, emphasizing the importance of staying informed about earnings reports and other key developments.

References:
[1] https://www.nasdaq.com/articles/earnings-preview-southwest-airlines-luv-q2-earnings-expected-decline
[2] https://finance.yahoo.com/news/asml-walks-back-2026-growth-061702879.html

Analysts Eye Oklo, Southwest, ASML, Axon, Centene: Stock Ratings and Insights

Comments



Add a public comment...
No comments

No comments yet