Initiations, updates, and ratings with price targets.
Rocket Lab Corp
110
+57.1%
Rocket Lab Corp will soon be launching its most capable rocket yet “Neutron” which would be a direct and most credible competitor to SpaceX’s Falcon 9 and if successful it can be the most material catalyst as this can potentially bring in in significantly large revenues for RKLB.
Meta Platforms Inc
745
+36.9%
Meta's core advertising business remains strong despite concerns over rising AI capex. We believe its pricing power, growing ad monetisation and potential AI infrastructure revenue streams can generate returns above current market expectations.
Adobe Inc
298
+25.2%
Adobe’s AI-related selloff may have become excessive. Strong Creative Cloud retention, enterprise adoption, and the long-term monetization potential of Firefly could support meaningful upside over the coming years.