TD Cowen’s price target of $71 per share, is based on a 22.5 times price-to-earnings on its 2026 estimate, above the company's five-year average, with potential upside if cocoa costs continue to ...
TD Cowen projects that with Eli Lilly (NYSE:LLY) and Novo Nordisk (NVO) continuing their dominance, global sales of the GLP-1 class of weight loss/obesity drugs could reach $139B by 2030 ...
(Bloomberg) -- Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it ...
On Friday, TD Cowen analysts maintained their Buy rating and $4.50 price target for Butterfly Network (NYSE:BFLY), following a significant drop in the company's stock. The decline, which resulted ...
Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach begonnen, Leasingverträge für eine beträchtliche Menge an ...
Update: Microsoft issued a statement to Seeking Alpha clarifying the TD Cowen note. "Thanks to the significant investments we have made up to this point, we are well positioned to meet our current ...
The Washington-based software giant has canceled leases in the US totaling “a couple of hundred megawatts,” or about two huge data centers, according to a report from TD Cowen analysts ...
Investing.com -- TD Cowen lift its target on Mondelez (NASDAQ:MDLZ) International by $14 to $71, also raised its 2026 per share profit estimate, amid a 19% decline in cocoa spot prices this year and a ...
On Thursday, TD Cowen initiated coverage on Disc Medicine (NASDAQ:IRON), giving the stock a Buy rating. Currently trading at $54.46, the company maintains a market capitalization of $1.83 billion ...
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