Oklo, Keurig Dr Pepper, CoreWeave, Eli Lilly, and Canada Goose: Analysts' Insights

Oklo Inc. is a trending stock with analyst Dimple Gosai initiating a 'Buy' rating and $92 price objective. Keurig Dr Pepper is downgraded to 'Hold' due to a complex transition and significant debt burden. CoreWeave is a key player in the AI infrastructure market with a 'Buy' rating and $116 price target. Eli Lilly & Co. sees a shift in sentiment with an upgrade to 'Hold' and $700 target price. Canada Goose Holdings experiences a potential turning point with an upgrade to 'Hold' and C$20 price target.

Oklo Inc. (OKLO), a small modular reactor (SMR) nuclear power company, saw its stock rise by 3.9% on Tuesday following Bank of America's initiation of coverage with a Buy rating and a $92 price target [1]. The analyst, Dimple Gosai, highlighted Oklo's significant potential in the nuclear power sector, particularly its large and visible pipeline, and its position in the AI-dominated stock market. Oklo's stock gained momentum as the analyst cited the company's substantial customer pipeline, which includes more than 14 GW of Memorandums of Understanding (MoUs), representing approximately 30% of the global SMR pipeline. The company's strategic partnership with Liberty Energy is also expected to bridge the gap in power supply, offering gas-fired "prompt power" to operators needing immediate energy solutions. This partnership will enable earlier monetization and a smoother path to SMR deployment. The analyst noted that Oklo's vertically integrated build-own-operate model is well-positioned to succeed in the early phase of the SMR market. By taking on balance sheet risk, Oklo can deliver fully wrapped, bankable power purchase agreements and capture the full Independent Power Producer (IPP) economics. Additionally, Oklo's reliance on HALEU fuel, which it has secured from Department of Energy stockpiles for its first project, de-risks early deployment. The company also has access to excess weapon-grade plutonium, enough for 30-40 of its 75 MW units, at a cost 70-80% lower than fresh HALEU [2].

Keurig Dr Pepper (NASDAQ: KDP) has faced a significant setback as HSBC downgraded its stock from Buy to Hold, slashing its price target to $30.00 from $42.00 following the company’s announcement to acquire JDE Peet’s. The downgrade comes after KDP shares fell 11.5% following the acquisition news, with HSBC analyst Sorabh Daga expressing concerns about the company’s decision to leverage itself up to "6-8x net debt/reported EBITDA to exit the Keurig coffee business." The company’s current ratio of 0.64 already indicates that short-term obligations exceed liquid assets. HSBC views the valuation of the acquisition at 12.9x next year’s EV/EBITDA as "rich" and notes the deal will be dilutive on margins for KDP’s coffee business while adding substantial debt to the balance sheet [3].

CoreWeave (NASDAQ: CRWV), a key player in the AI infrastructure market, saw its stock rise by more than 5% on August 27, 2025, as Cantor Fitzgerald initiated coverage with an Overweight rating and a $116 price target. The firm's AI-centric and hyperscale cloud platform is considered critical for delivering the computing power needed to enable the massive humanization of AI. CoreWeave, established in 2017 as a small-scale Ethereum mining farm, has grown to become one of the world’s largest AI-focused cloud providers. The company experienced a surge in 2023 and 2024, during the historic boom triggered by ChatGPT from OpenAI and the competitive rush among businesses to incorporate AI into their processes. In April 2024, CoreWeave raised a total of $7.5 billion, including investments from Blackstone, Magnetar, and Coatue, in its second-largest debt round in AI infrastructure. This war chest enabled the company to build vast data center capacity in the United States [4].

Eli Lilly & Co. (LLY) has seen a shift in sentiment as analysts upgraded the stock to Hold with a $700 price target. The upgrade reflects the company's focus on innovation and pipeline growth, particularly in its oncology and immunology portfolios. The upgrade comes as Eli Lilly continues to invest in its research and development efforts, aiming to deliver transformative therapies to patients [5].

Canada Goose Holdings (GOOS) experienced a potential turning point as analysts upgraded the stock to Hold with a C$20 price target. The upgrade reflects the company's strong brand recognition and market position, particularly in the premium winter apparel segment. The upgrade also comes as Canada Goose continues to expand its retail footprint and explore new growth opportunities in e-commerce and international markets [6].

References:
[1] https://www.ainvest.com/news/oklo-surges-bofa-initiates-buy-rating-92-price-target-2508-45/
[2] https://www.ainvest.com/news/oklo-surges-bofa-initiates-buy-rating-92-price-target-2508/
[3] https://www.investing.com/news/analyst-ratings/keurig-dr-pepper-stock-downgraded-by-hsbc-on-jde-peets-acquisition-concerns-93CH-4210860
[4] https://www.techi.com/coreweave-stock-ai-upside-crwv/
[5] https://www.techi.com/eli-lilly-stock-ai-upside-llly/
[6] https://www.techi.com/canada-goose-stock-ai-upside-goos/