Toll Brothers is among the best affordable housing stocks to buy. On January 16, BofA raised the firm’s price target on Toll Brothers, Inc. (NYSE:TOL) to $160 from $150, maintaining a Buy rating on the shares. While homebuilder stocks have rallied sharply year-to-date after underperforming in 2025, BofA cautioned that weaker employment and migration trends, ongoing inflation, and a more competitive selling environment driven by elevated new and resale inventory could pressure fundamentals through 2026, making it a “reset year” for the sector.
During its Fourth Quarter Fiscal Year 2025 earnings call, Toll Brothers, Inc. (NYSE:TOL) delivered strong results despite the challenging sales environment, closing 11,292 homes at an average price of $960,000 and generating a record $10.8 billion in home sales revenue. These metrics highlight the company’s ability to maintain pricing power and operational scale in a competitive market, underscoring long-term potential.
Headquartered in Fort Washington, Pennsylvania, Toll Brothers, Inc. (NYSE:TOL) is a leading American homebuilder specializing in the construction, marketing, and financing of residential and commercial properties. Founded in 1967, the company focuses on luxury and premium communities across the United States, combining high-end offerings with strategic growth initiatives.
While we acknowledge the potential of TOL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
EQT Corporation (NYSE:EQT) is one of the most profitable value stocks to invest in right now. On December 12, Mizuho raised the firm’s price target on EQT Corporation to $68 from $60 and maintained an Outperform rating on the shares. This decision was made as Mizuho refreshed its 2026 outlook for the E&P sector, adjusting ratings and price targets to account for underappreciated value within the group. While broader investor sentiment remains dampened by concerns over an oil supply glut and high natural gas storage levels, the firm believes that solid long-term fundamentals will begin to drive a market re-rating by 2026.
Earlier on November 8, JPMorgan raised the price target on EQT Corporation to $64 from $62 and kept an Overweight rating on the shares. This was announced as JPMorgan adjusted its 2026 projections for the E&P sector, highlighting a pivotal shift in the energy landscape. While the firm warned of dual headwinds for oil from massive oversupply and the potential resolution of the Russia-Ukraine conflict, it noted that natural gas has finally reached a long-awaited demand inflection point.
Mizuho Upgrades EQT Corp. (EQT) Outlook Citing Long-Term Value Despite Market Headwinds
EQT is positioning itself for the long-term global energy transition through strategic LNG offtake agreements. The company has secured contracts for 4.5 million tonnes per annum with partners like Sempra and NextDecade, set to commence in the 2030–2031 window. This strategy is designed to bypass a potential LNG oversupply cycle expected between 2027 and 2029, ensuring that EQT Corporation remains a relevant global player with a diverse direct-to-customer sales strategy.
EQT Corporation (NYSE:EQT) produces, gathers, and transmits natural gas. It sells natural gas and natural gas liquids to marketers, utilities, and industrial customers located in the Appalachian Basin.
While we acknowledge the potential of EQT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Nvidia(NASDAQ: NVDA) has been in scintillating form on the stock market in 2024, reaching gains of nearly 180% as of this writing. This is due to the robust growth that the company has been clocking in recent quarters on account of the strong demand for its graphics cards deployed in artificial intelligence (AI) servers.
The stock’s median 12-month price target of $150 — as per 64 analysts who cover Nvidia — indicates that there isn’t much upside on offer as it points toward gains of just 9% from current levels. However, Bank of America recently raised their price target on Nvidia from $165 to $190, which would translate into a 38% gain from current levels.
Let’s see why that was the case and check if this high-flying semiconductor stock could rise above consensus estimates and deliver stronger gains going forward.
Bank of America analysts have raised their price target on Nvidia because of the company’s dominant position in the AI chip market. They believe that the chipmaker could continue commanding an estimated 80% to 85% share of this space, which puts the company in a terrific position to capitalize on a $400 billion market opportunity.
Bank of America’s bullishness also stems from the arrival of Nvidia’s new generation of Blackwell processors, as well as a terrific earnings report from key supplier TSMC and Nvidia CEO Jensen Huang’s claim that the demand for its upcoming Blackwell cards is “insane.” It is worth noting that Nvidia management pointed out on the company’s August earnings-conference call that it is on track to sell several billion dollars’ worth of Blackwell processors in the fourth quarter of the current fiscal year.
More importantly, the demand for Blackwell chips is expected to be higher than their supply in 2025. That won’t be surprising as multiple cloud-computing giants are in line to deploy Nvidia’s Blackwell processors. In March this year, Nvidia management pointed out that Amazon Web Services, Dell Technologies, Google, Meta, Microsoft, OpenAI, Oracle, Tesla, and xAI are among the many companies expected to adopt the Blackwell platform.
That’s not surprising considering the huge leap in performance that Nvidia’s Blackwell platform is expected to deliver as compared to the prior-generation Hopper chips. More specifically, Nvidia is promising a 4 times increase in AI training performance and a 30 times jump in AI inference as compared to Hopper. Even better, Nvidia claims that Blackwell can train large language models (LLMs) at “up to 25x less cost and energy consumption than its predecessor.”
Moreover, Nvidia is set to extend its technology lead in the AI chip market with the arrival of Blackwell. That’s why it won’t be surprising to see the company maintaining a strong share of the AI chip market as Bank of America analysts predict. This should ideally pave the way for robust long-term growth for Nvidia.
Bank of America forecasts that the size of the AI accelerator market could jump to $280 billion in 2027 before heading north of $400 billion in the longer run. Nvidia has generated almost $49 billion in revenue from its data-center business this year. Of that, $42 billion is from sales of compute chips such as AI graphics cards, while the remaining was from sales of its networking solutions.
At this pace, Nvidia could end fiscal 2025 (which will end in January 2025) with $84 billion in revenue from sales of its AI accelerators. Assuming Nvidia controls even 75% of the AI accelerator market in 2027 (which will coincide with its fiscal 2028), it could generate $210 billion in revenue from this space (based on BofA’s $280 billion market-size estimate). That would be a huge jump from the AI accelerator revenue that Nvidia is set to report in the current fiscal year.
Throw in the potential revenue that Nvidia could generate from sales of its AI networking chips over the next five years, and there is a solid possibility of the company’s top line exceeding analysts’ expectations.
NVDA Revenue Estimates for Current Fiscal Year Chart
At the same time, the $400 billion long-term revenue opportunity in AI chips suggests that there may be more room for Nvidia to grow its AI revenue in the future. All this explains why analysts are expecting Nvidia’s bottom line to increase at an impressive annual rate of 57% for the next five years. The market could reward such solid earnings growth with more stock upside both in the short and the long run.
As such, this AI stock seems well placed to approach Bank of America’s updated price target before heading higher in the future. That’s why investors looking to add an AI stock to their portfolios would do well to buy Nvidia since it is trading at an attractive 35 times forward earnings right now, which is not all that expensive considering that the Nasdaq-100 index has a forward-earnings multiple of 30 (using the index as a proxy for tech stocks).
Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.
On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
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Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon.
Bank of America is an advertising partner of The Ascent, a Motley Fool company. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Bank of America, Meta Platforms, Microsoft, Nvidia, Oracle, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Shares of Rivian Automotive, Inc. (NASDAQ:RIVN) rose in premarket trading on Monday after the battering they received last week in the aftermath of the electric vehicle startup’s quarterly report.
The stock lost a whopping 38% in the week ended Feb. 23 and closed at a record low after the company announced 2024 deliveries guidance that came in notably below Street expectations. Following the earnings, sell-side analysts lowered their forward estimates for the company and, as an extension, their price targets for the stock.
The stock also suffered downgrades in the hands of JPMorgan, UBS and Truist Securities.
JPMorgan downgraded the stock from Neutral to Underweight and reduced its price target from $20 to $11.
UBS downgraded the stock from Buy to Sell and lowered the price target from $24 to $28.
Truist cut its rating on the stock from Buy to Hold and took down the price target from $26 to $11.
Monday’s rebound could be because the sell-off may have been overdone. Following last week’s dismal stock performance, Tesla investor Gary Black defended the company. He flagged the company’s likelihood of emerging as a credible number two to Tesla by 2030.
Black expects Rivian to be gross-margin positive by the fourth quarter, Black said, adding that the company’s cash bleed will drop significantly exiting 2024. He also raised the specter of Rivian customer Amazon potentially considering buying its electric delivery van supplier.
The company has a key catalyst in the near term as the Irvine, California-based company gears up to launch its second-gen R2 low-priced EV on Mar. 7.
For a reversal, the stock should fill the gap formed when it gapped down following the quarterly results and go past a key resistance around the $15 area. The stock is currently in oversold territory, going by its relative strength index.
In premarket trading, Rivian rose 1.09% to $10.18, according to Benzinga Pro data.
Check out more of Benzinga’s Future Of Mobility coverage by following this link.
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Shares of semiconductor company Advanced Micro Devices (NASDAQ: AMD) were up 8.2% as of 10:45 a.m. ET Tuesday — and it’s no great secret why.
On Tuesday morning, not one, not two, but three analysts raised their price targets on AMD stock, citing decent performance in graphics processing units and a big boost to business as the artificial intelligence (AI) trend enters its “second wave.”
Price targets nearly double
AMD’s biggest vote of confidence came from analysts at British bank Barclays, who nearly doubled their share price target on the semiconductor stock from $120 to $200. Barclays named AMD as a beneficiary of this second wave of AI interest as more customers jump on the bandwagon and begin looking for more suppliers of AI chips.
In AMD’s case, that mainly refers to its MI300X line of accelerator chips. Analysts at KeyBank were just behind Barclays in their enthusiasm for AI, setting a $195 price target and predicting we’ll see a “meaningful inflection in demand” for AMD’s new AI chip this year, according to TheFly.com. And as MI300 sales ramp up, KeyBank forecasts $8 billion in GPU sales for AMD this year.
Rounding out the list, Susquehanna Research reports that GPUs are selling “around MSRP,” which suggests at least decent demand for GPUs used to facilitate AI functions.
Caveats and provisos
Not all the news is great. In its report, Susquehanna injected notes of caution regarding weaker segments of the semiconductor universe. Buyers of automotive and industrial semiconductor chips are still flooded with inventory, it seems, and are engaged in a period of “destocking” as they work through their inventories. That won’t be great for pricing. Demand for PC chips is still “bouncing along the bottom,” too, it asserts. Cellphone chip demand seems more or less flat, with weakness evident in China — primarily affecting Apple‘s suppliers.
All this notwithstanding, it’s the AI story that is resonating with investors on Tuesday. If AMD books $8 billion in GPU sales this year as KeyBank predicts, that would be a huge boost to its business, which booked barely $22 billion in revenues over the last 12 months across all of its product lines. While AMD stock looks admittedly pricey at more than 1,100 times trailing earnings right now, a big boom in AI chip demand, undergirded by strong pricing in these chips, has analysts forecasting AMD will earn enough this year to drive its price-to-earnings ratio down to just 39.
AMD investors are betting that price will look cheap a year from now — and are buying the rumor in hopes of profiting from the news.
Should you invest $1,000 in Advanced Micro Devices right now?
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Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Apple. The Motley Fool recommends Barclays Plc. The Motley Fool has a disclosure policy.
Within the past two weeks, many real estate investment trusts (REITs) have defied lowered expectations from Wall Street by announcing third-quarter earnings that either met or exceeded the estimates or showed improvement from the third quarter of 2022.
Share prices usually rise when companies report improved earnings, and if analyst upgrades follow, they often boost the price even further.
Take a look at three REITs, from three different REIT sub-sectors that beat consensus estimates and have received analyst upgrades.
Welltower Inc. (NYSE:WELL) is a Toledo, Ohio-based healthcare REIT that owns interests in housing for seniors, post-acute communities and outpatient medical properties. It does this by providing capital to the operators who run these facilities. Welltower was founded in 1970 under the original name of Health Care Fund and was incorporated as a REIT in 1985. Welltower is a member of the S&P 500.
Welltower has 2,017 properties consisting of senior housing, outpatient medical and long-term/post-acute care across the U.S.
On Oct. 30, Welltower reported its third-quarter operating results. Funds from operations (FFO) of $0.92 per share beat the estimates of $0.89 and also bested its FFO of $0.84 in the third quarter of 2022. Revenue of $1.66 billion beat the consensus estimate of $1.62 billion and was a 12.65% increase over third-quarter 2022 revenue of $1.47 billion. In addition, Welltower raised its guidance for full-year FFO from $3.51-$3.60 to $3.59-$3.63.
On Nov. 6, Welltower announced the offering of 17.5 million shares of its common stock to Bank of America Securities and Goldman Sachs & Co. in an underwritten public offering related to its previously filed shelf registration statement. Welltower is also granting underwriters an option to purchase up to 2.625 million additional shares. Proceeds from the sale will be used for the acquisition of more senior housing and skilled nursing properties.
Analysts like what they are seeing from Welltower. On Nov. 9, Raymond James analyst Jonathan Hughes upgraded Welltower from Outperform to Strong Buy and raised the price target from $95 to $101.
Other analysts have recently been upbeat about Welltower as well. In early October, Wedbush Securities analyst Richard Anderson maintained a Neutral rating on Welltower but raised his price target from $83 to $90. On Oct. 19, KeyBanc Capital Markets Inc. analyst Todd Thomas maintained an Overweight rating on Welltower and raised the price target from $80 to $90.
Essex Property Trust Inc. (NYSE:ESS) is a San Mateo, California-based residential REIT that acquires, develops and manages multifamily apartment communities on the U.S. West Coast. Its portfolio includes 252 apartment communities, with approximately 62,000 apartment units in eight California and Washington markets.
Essex was founded in 1971 and had its initial public offering (IPO) in 1994 at $19.50 per share. With a recent closing price of $210.88, Essex has demonstrated its ability to appreciate over the long term. It’s been a member of the S&P 500 since 2014 and is an S&P Dividend Aristocrat with 29 consecutive years of increasing cash dividends.
On Oct. 26, Essex Property Trust reported FFO of $3.78 per share, a penny above analysts’ expectations and a solid improvement from FFO of $3.69 in the third quarter of 2022. Revenue of $416.4 million missed the estimate of $419.57 million but was an improvement from revenue of $406.86 million in the third quarter of 2022.
Despite the slight revenue miss, analysts were impressed. On Nov. 9, BMO Capital Markets analyst John Kim upgraded Essex Property Trust from Underperform to Market Perform and announced a $225 price target. On Oct. 30, RBC Capital Markets analyst Brad Heffern maintained an Outperform rating on Essex while lowering the price target from $241 to $235.
Rexford Industrial Realty Inc. (NYSE:RXR) is a Los Angeles-based industrial REIT that owns or manages 371 properties with 45 million square feet concentrated in Southern California’s high-growth areas. Founded in 2001, it’s a member of the S&P 400 and its market capitalization is $9.5 billion.
On Oct. 18, Rexford Industrial announced its third-quarter operating results. FFO of $0.56 per share beat the consensus estimate by a penny and was 12% above FFO of $0.50 per share in the third quarter of 2022, Revenue of $204.21 million beat the estimate of $200.91 million and was also 25.61% above $162.58 million in the third quarter of 2022.
On Nov. 8, Scotiabank analyst Greg McGinniss upgraded Rexford Industrial from Sector Perform to Sector Outperform and announced a $55 price target. From its recent closing price of $45.67, that represents a potential 20.4% increase.
Other analysts are also positive about Rexford Industrial. On Oct. 23, Truist Securities Inc. analyst Anthony Hau maintained a Buy on it while lowering the price target from $56 to $49. On Oct. 19, Stifel analyst Stephen Manaker maintained Rexford with a Buy rating while lowering the price target from $60 to $56.
Weekly REIT Report: REITs are one of the most misunderstood investment options, making it difficult for investors to spot incredible opportunities until it’s too late. Benzinga’s in-house real estate research team has been working hard to identify the greatest opportunities in today’s market, which you can gain access to for free by signing up for the Weekly REIT Report.
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Analysts downgrade a stock for several reasons. The stock may have risen so much in recent weeks that the analyst feels the stock is no longer a good value relative to its price, or the analyst feels a company is unlikely to perform well in the coming months. This could be because of increased competition, a decline in its products or services, a perceived downturn in the general economy or the resignation of a longstanding company insider.
Whatever the reasons, investors holding positions in downgraded stocks hate to see their shares fall after the downgrade. But it happens often.
Take a look at three real estate investment trusts (REITs) that received analyst downgrades this week, including one that differed greatly from some other recent analyst calls.
Crown Castle Inc. (NYSE:CCI) is a Houston-based specialized REIT that focuses on owning, operating and long-term leasing of cell towers. Crown Castle owns more than 40,000 cell towers and 85,000 route miles of fiber and has 120,000 small cells in its portfolio.
Crown Castle works with businesses and governments to design and build solutions that meet connectivity needs like wireless coverage and custom fiber optic networks. It has a market cap of $50.84 billion, making it one of the largest REITs in the U.S.
On Oct. 16, RBC Capital Markets analyst Jonathan Atkin downgraded Crown Castle from Outperform to Sector Perform and lowered the price target from $125 to $100. Atkin’s negative view seems to be shared by Wells Fargo analyst Eric Luebchow, who on Oct. 17 maintained an Underweight position on Crown Castle and lowered the price target from $110 to $100.
Crown Castle shares have fallen from $147 in February to a recent close of $94.58. Year to date its total return is negative 28.22%.
Medical Properties Trust Inc. (NYSE:MPW) is a Birmingham, Alabama-based healthcare REIT that owns and operates 444 general acute care and other properties across the U.S. and in nine other countries, with locations in Europe and Australia. It has a portfolio valued at $19.2 billion, of which 64% are general acute care hospitals. About two-thirds of its properties are in the United States.
Medical Properties Trust has been on a downhill slide since early 2022, with its share price falling from $20.41 to $4.98. Despite this collapse, at least one analyst thinks there is more pain to come.
On Oct. 16, Wells Fargo analyst Connor Siversky downgraded Medical Properties Trust from Equal-Weight to Underweight and announced a $4 price target. The next day, Siversky maintained his Underweight rating and lowered the price target from $7 to $4. A recent closing price was $4.99, so that represents another 19.8% of potential decline.
Year to date, Medical Properties Trust’s total return is negative 50.39%, making it the sixth-worst-performing REIT of 2023.
Sabra Health Care REIT Inc. (NASDAQ:SBRA) is an Irvine, California-based healthcare REIT that has 426 investments across the U.S. Its portfolio consists of senior nursing facilities, senior housing, behavioral health and specialty hospitals with eight years of weighted average lease terms (WALT). Signature Healthcare is its largest tenant, with a rent concentration of 9%.
Sabra CEO Rick Matros recently told analysts that occupancy gains and easing labor pressures are driving rent coverage higher, and Medicaid reimbursements have also been increasing.
Sabra Health Care was one of the three best-performing REITs in September, with a gain of 12.61%. Its total return year-to-date is 22.6%, putting it in the top 10 of all REITs.
Despite these positives, on Oct. 17, BMO Capital Markets analyst John Kim downgraded Sabra Health Care REIT from Outperform to Market Perform and announced a $16 price target.
What is unusual is that on Oct. 13, Bank of America Securities analyst Joshua Dennerlein upgraded Sabra Health Care REIT from Neutral to Buy. On Sept. 20, Jefferies analyst Jonathan Petersen upgraded Sabra Health Care REIT from Hold to Buy and raised the price target from $11 to $15. On Oct. 17, Wells Fargo analyst Siversky maintained Sabra Health Care REIT at Equal-Weight and raised the price target from $13 to $15.
Analysts like Dennerlein have noted improvements in occupancy rates for Sabra’s skilled nursing facilities, but analyst Kim feels that given the recent run-up in share price, the risk/reward level is now more balanced, perhaps limiting further upside.
Investors need to keep in mind that analysts are only correct about 50% of the time and they should always perform their own due diligence before making purchases or selling any stock.
Weekly REIT Report: REITs are one of the most misunderstood investment options, making it difficult for investors to spot incredible opportunities until it’s too late. Benzinga’s in-house real estate research team has been working hard to identify the greatest opportunities in today’s market, which you can gain access to for free by signing up for the Weekly REIT Report.
