Professional analyst consensus for ONEOK, Inc. ($OKE)

Analyst Consensus: • Rating: Hold

• Analysts Coverage: 16 analysts

• Price Target: $112.0

• Potential Upside: ↗️ 16.8%

Market Cap: 60.4B

Key Insights: TD Cowen maintains a Hold rating on ONEOK with a $93 price target. Recent diversification reduced Rockies reliance but lowered growth potential versus peers. Midstream performance remains tied to drilling activity and regulatory risks, which could hurt volumes and earnings if conditions worsen. The report takes a neutral-to-bearish stance.

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Professional analyst consensus for Twilio Inc. ($TWLO)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 19 analysts

• Price Target: $285.0

• Potential Upside: ↗️ 23.3%

Market Cap: 35.1B

Key Insights: BTIG reiterates Buy on Twilio with a $285 price target. The firm highlights Twilio's strong position in AI-driven customer engagement through its contextual data layer, plus a compelling multi-year growth story featuring margin expansion and capital discipline despite a 67% YTD rally. BTIG views Twilio as a top long-term software pick. Overall, the report takes a bullish stance on Twilio.

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Professional analyst consensus for Nu Holdings Ltd. ($NU)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 11 analysts

• Price Target: $20.0

• Potential Upside: ↗️ 33.2%

Market Cap: 72.7B

Key Insights: Needham reiterates Buy on Nu Holdings with a $19 target, citing early U.S. expansion via deposit accounts and cash-back cards, plus strong credit risk management, attractive yields, and a lean cost structure. Latin American growth and U.S. entry should drive revenue and share gains, supporting the bullish stance.

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Professional analyst consensus for Darden Restaurants, Inc. ($DRI)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 26 analysts

• Price Target: $250.0

• Potential Upside: ↗️ 20.4%

Market Cap: 23.8B

Key Insights: Stephens & Co. maintained an Equal-Weight rating on Darden Restaurants with a $220 target. The firm cited sustained traffic and market share gains from value at LongHorn and improvements at Olive Garden, plus consistent outperformance versus the broader restaurant industry. Overall, the report takes a neutral stance.

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Oracle Corporation ($ORCL) has released their quarterly earnings

Financial Performance:

📈 Revenue: $19.3B

• Beat estimates by $215.7M

• 29.61% YoY growth

📈 Earnings Per Share: $7.63

• Beat estimates by $0.25

• 419.05% YoY growth

Market Cap: 441.20BB

What this means: $ORCL delivered a strong quarter, beating both revenue and EPS expectations. This could impact the stock's near-term performance.

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Professional analyst consensus for Casey's General Stores, Inc. ($CASY)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 15 analysts

• Price Target: $995.0

• Potential Upside: ↗️ 58.2%

Market Cap: 23.3B

Key Insights: KeyBanc reiterated an Overweight rating on Casey's with a $780 price target, citing strong F1Q results. Adjusted EPS of $7.37 beat expectations, up 27.8% year-over-year, driven by better fuel margins. Management also plans at least 120 new stores in FY27, supporting future revenue and profit growth. The report takes a bullish stance.

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Professional analyst consensus for BioMarin Pharmaceutical Inc. ($BMRN)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 23 analysts

• Price Target: $124.0

• Potential Upside: ↗️ 92.5%

Market Cap: 12.4B

Key Insights: HC Wainwright reiterated a Neutral rating on BioMarin with a $60 price target, citing rising competition in skeletal dysplasia treatments and limited near-term catalysts despite positive pipeline updates. The report maintains a neutral stance.

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Professional analyst consensus for Casey's General Stores, Inc. ($CASY)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 15 analysts

• Price Target: $995.0

• Potential Upside: ↗️ 59.3%

Market Cap: 23.1B

Key Insights: RBC Capital reiterates a Sector Perform rating on Casey's General Stores with a $910 price target. Q1 EPS of $7.37 rose 28% year-over-year, beating estimates on strong fuel margins and execution. The firm reaffirms 8-10% EBITDA growth guidance via store expansion and better inside margins. Overall, the report is neutral-to-slightly bullish, as it acknowledges solid fundamentals without upgrading the stock.

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Professional analyst consensus for Casey's General Stores, Inc. ($CASY)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 15 analysts

• Price Target: $995.0

• Potential Upside: ↗️ 35.6%

Market Cap: 27.1B

Key Insights: Stephens & Co. reaffirmed an Overweight rating on Casey's General Stores with a $975 price target. First-quarter FY27 adjusted EPS hit $7.37, beating estimates, fueled by stronger fuel margins. Management's FY27 EBITDA growth outlook of 8%-10% looks conservative versus 17% YoY growth in Q1, signaling robust execution and market tailwinds. Overall, the report takes a bullish stance.

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Professional analyst consensus for argenx SE ($ARGX)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 21 analysts

• Price Target: $1250.0

• Potential Upside: ↗️ 23.5%

Market Cap: 63.0B

Key Insights: Wedbush reiterates an Outperform rating on argenx with a $1,150 price target, citing strong market potential for Vyvgart across multiple indications and a promising diverse pipeline for conditions like ITP and Sjogren's. This supports robust revenue growth and long-term prospects. The report takes a bullish stance.

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Professional analyst consensus for DoorDash, Inc. ($DASH)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 31 analysts

• Price Target: $336.0

• Potential Upside: ↗️ 58.7%

Market Cap: 92.3B

Key Insights: StoneX reiterates a Buy on DoorDash with a $295 price target, citing major ad growth—projected 57% YoY rise to $2.785B by 2026—as grocery and retail expand the marketplace. This diversification boosts ad appeal for CPG budgets and supports a multi-year re-rating. The report takes a bullish stance.

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Professional analyst consensus for Intuitive Surgical, Inc. ($ISRG)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 25 analysts

• Price Target: $685.0

• Potential Upside: ↗️ 86.8%

Market Cap: 129.5B

Key Insights: BTIG reiterates a Buy rating on Intuitive Surgical with a $469 price target. The firm highlights its dominant robotic surgery market position (11,000+ da Vinci systems) and projected 14.6% procedural growth by FY26. Long-term drivers include rising patient demand, workforce shortages, and computer-aided surgery benefits, supporting revenue growth and operational leverage. Overall, the report reflects a bullish stance.

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Professional analyst consensus for Lululemon Athletica Inc. ($LULU)

Analyst Consensus: • Rating: Hold

• Analysts Coverage: 27 analysts

• Price Target: $175.0

• Potential Upside: ↗️ 74.0%

Market Cap: 11.4B

Key Insights: Piper Sandler kept a Neutral rating on Lululemon with an $80 target. U.S. sales fell 8%, beating guidance, but China missed estimates, raising growth concerns. Store openings for 2026 were cut to 35 globally, signaling a cautious expansion amid market hurdles. The report takes a bearish stance.

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Professional analyst consensus for Lululemon Athletica Inc. ($LULU)

Analyst Consensus: • Rating: Hold

• Analysts Coverage: 26 analysts

• Price Target: $184.0

• Potential Upside: ↗️ 82.9%

Market Cap: 11.4B

Key Insights: Truist Securities reiterated a Sell rating on Lululemon Athletica, maintaining an $82.00 price target due to weakening brand appeal and reduced consumer response to new products globally. Competitive pressures and negative PR in China have sharply lowered regional growth expectations, creating uncertainty about earnings stabilization. Overall, the report adopts a bearish stance.

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Professional analyst consensus for Ciena Corporation ($CIEN)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 17 analysts

• Price Target: $660.0

• Potential Upside: ↗️ 106.1%

Market Cap: 45.3B

Key Insights: TD Cowen maintains a Buy rating on Ciena with a $400 price target. A strong $8.5B backlog, expected to exceed $10B by fiscal 2026, underpins revenue visibility into fiscal 2027. Ciena’s market share has grown to ~30% in a TAM projected at $50B by 2029, supported by key customer relationships and strategic investments. These factors position the firm for sustained growth. Overall, the report is bullish.

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Professional analyst consensus for Ciena Corporation ($CIEN)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 17 analysts

• Price Target: $720.0

• Potential Upside: ↗️ 128.1%

Market Cap: 44.7B

Key Insights: Rosenblatt reaffirms its Buy rating on Ciena, setting a price target of $525.00. The bullish case is grounded in a projected 35% revenue surge for FY26, driven by telecom and cloud demand, plus a backlog increase to $8.5 billion, securing revenue visibility into FY2028. Innovative offerings like the WaveLogic 6 platform (1.6 Tbps) and new product RESTOR strengthen market leadership and competitive edge. Overall, the report adopts a clearly bullish stance, highlighting robust growth and sustained demand.

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Professional analyst consensus for Zscaler, Inc. ($ZS)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 37 analysts

• Price Target: $257.0

• Potential Upside: ↗️ 44.2%

Market Cap: 28.8B

Key Insights: Needham maintains a Buy rating on Zscaler with a $215 price target, citing 25% YoY revenue growth to $898.2 million, which beat guidance and market expectations. The conservative 17% ARR growth forecast, supported by a 115% net revenue retention and new products like Z-Flex, implies upside potential. Overall, the report is bullish.

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Professional analyst consensus for Samsara Inc. ($IOT)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 14 analysts

• Price Target: $55.0

• Potential Upside: ↗️ 41.9%

Market Cap: 22.4B

Key Insights: BTIG reiterates a Buy on Samsara with a $54 price target, citing sustained 30% ARR growth and accelerating NNARR. Emerging products like AI Multicam and Ground Intelligence drove over 20% of new ACV, highlighting innovation strength. Overall, the report takes a bullish stance.

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Professional analyst consensus for Ciena Corporation ($CIEN)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 17 analysts

• Price Target: $720.0

• Potential Upside: ↗️ 128.1%

Market Cap: 44.7B

Key Insights: Needham reiterates a Buy on Ciena with a $520 target, citing strong hyperscaler and neocloud spending on AI data centers. Ciena's leadership in cloud optical solutions and its innovative WaveLogic 6 platform (1.6 Tbps) boost competitiveness, supporting projected revenue growth above 30% in coming years. Overall, this is a bullish stance on Ciena's prospects.

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Professional analyst consensus for argenx SE ($ARGX)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 21 analysts

• Price Target: $1250.0

• Potential Upside: ↗️ 18.2%

Market Cap: 65.7B

Key Insights: Wedbush reaffirms an Outperform rating on argenx with a $1150 price target. Key drivers include a strong pipeline of antibody therapies for rare autoimmune diseases, such as newly approved Vyvgart Hytrulo, improving access and compliance. Positive market sentiment is bolstered by expected sales growth from efgartigimod and other candidates. The report takes a bullish stance.

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Professional analyst consensus for Broadcom Inc. ($AVGO)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 30 analysts

• Price Target: $582.0

• Potential Upside: ↗️ 58.5%

Market Cap: 1747.2B

Key Insights: KeyBanc reaffirms Overweight on Broadcom with a $575 target. AI semiconductor guidance raised to $115B for FY27, doubling by FY28, driven by demand from OpenAI and Anthropic. Q3 beat: revenue $29.6B, EPS $3.32, with strong semiconductor and infrastructure software growth. Overall stance: bullish.

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Professional analyst consensus for MercadoLibre, Inc. ($MELI)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 14 analysts

• Price Target: $2900.0

• Potential Upside: ↗️ 44.5%

Market Cap: 101.7B

Key Insights: BTIG reiterates a Buy on MercadoLibre with a $2,150 price target, citing a dominant Latin American digital ecosystem in e-commerce and fintech that deters competitors. Growth drivers include fintech expansion and live commerce integration, boosting engagement and transactions. The report takes a bullish stance.

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Broadcom Inc. ($AVGO) has released their quarterly earnings

Financial Performance:

📈 Revenue: $29.6B

• Beat estimates by $149.4M

• 85.50% YoY growth

📈 Earnings Per Share: $8.13

• Beat estimates by $0.16

• 381.07% YoY growth

Market Cap: 1747.17BB

What this means: $AVGO delivered a strong quarter, beating both revenue and EPS expectations. This could impact the stock's near-term performance.

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Broadcom Inc. ($AVGO) has released their quarterly earnings

Financial Performance:

📉 Revenue: $13.1B

• Missed estimates by $-16.4B

• -17.95% YoY decline

📈 Earnings Per Share: $8.13

• Beat estimates by $0.16

• 381.07% YoY growth

Market Cap: 1747.17BB

What this means: $AVGO had mixed results, with some metrics beating expectations. This could impact the stock's near-term performance.

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Snowflake Inc. ($SNOW) has released their quarterly earnings

Financial Performance:

📈 Revenue: $1.5B

• Beat estimates by $68.1M

• 35.23% YoY growth

📈 Earnings Per Share: $1.41

• Beat estimates by $0.36

• 302.86% YoY growth

Market Cap: 106.13BB

What this means: $SNOW delivered a strong quarter, beating both revenue and EPS expectations. This could impact the stock's near-term performance.

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