Apple, Intel, UiPath, Endeavour Mining: What brokers said this week

Apple Inc (NASDAQ:AAPL, ETR:APC) shares have been under pressure due to AI development delays but analysts at Wedbush believe these challenges do not undermine the iPhone-maker’s long-term growth potential.

Analysts see the delay of Apple’s AI enhancements, including the next-generation Siri, from the iPhone 16 to the iPhone 17 as a strategic move to ensure the technology is fully developed before release.

T-Mobile US Inc (NASDAQ:TMUS, ETR:TM5) has been downgraded to a ‘Neutral’ rating by analysts at Citi who believe it is overvalued when compared to its competitors.

The analysts believe T-Mobile continues to generate favorable growth relative to the category and its competitors.

Small cap IPOs may see a modest rebound in the second half of 2025, as structural shifts in the market, regulatory headwinds, and macroeconomic uncertainty make a return to past high levels unlikely, according to Bank of America.

Companies are staying private longer, debuting at larger sizes, and facing higher profitability expectations, analysts noted.

Intel Corp (NASDAQ:INTC, ETR:INL) has appointed industry veteran Lip-Bu Tan as its new CEO, a move analysts at Bank of America believe could significantly improve the company's turnaround potential.

Analysts upgraded Intel's stock rating from 'Underperform' to 'Neutral,' raising their price target to $25 from $19.

UiPath Inc (NYSE:PATH) has been downgraded by Bank of America analysts who see few catalysts ahead for the software robots company following the release of its fourth quarter fiscal 2025 earnings report this week.

UiPath’s report was mixed with revenue of $423.65 million short of the $425.34 million expected as earnings per share of $0.26 beat estimates of $0.19.

Producer prices in the United States remained unchanged in February, indicating a potential easing in inflationary pressures, according to data released by the Labor Department on Thursday.

The Producer Price Index (PPI) for final demand showed no change from the previous month, following a revised 0.6% increase in January. ​

American Eagle Outfitters Inc. (NYSE:AEO) shares moved lower as it issued weak guidance for the first quarter of 2025, citing slower demand amid macroeconomic uncertainty and colder weather.

The clothing retailer expects a mid-single digit decline in sales for Q1, compared to analyst estimates of a 1.3% increase.

Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF) is poised to re-rate this year driven by a wave of cash flow that will enable supernormal shareholder returns, that’s according to analysts at Berenberg.

The European bank, in a note, has repeated a ‘buy’ recommendation with a price target of 2,100p (current price: 1,646p).

Polarean Imaging PLC's (AIM:POLX, OTC:PLLWF) capital markets day has reaffirmed Stifel’s confidence in its 'buy' recommendation, with the investment bank highlighting the company’s improved commercial strategy and strong clinical potential.

Stifel noted that the event reinforced the advantages of the company's Xenon MRI technology, which offers a detailed, non-invasive way to assess lung function.

AppLovin Corp (NASDAQ:APP) has earned a repeat Buy rating from analysts at Bank of America who believe investors will “soon connect the dots” on the mobile technology company’s long-term growth story.  

The bullish recommendation comes after a meeting between the analysts at AppLovin’s CEO in New York City. AppLovin's ability to articulate its strategic vision has been improving, particularly in explaining its competitive edge and market potential, the analysts believe.

Tech stocks will make new all-time highs in the second half of 2025 as investors refocus on AI-driven opportunities, analysts at Wedbush believe.

The firm forecasts a 25% surge in technology stocks in 2025, driven by accelerating investments in artificial intelligence (AI) and favorable regulatory shifts.

Nvidia Corp (NASDAQ:NVDA, ETR:NVD) has earned a repeat Buy rating from analysts at Bank of America who cited the chipmaker’s compelling valuation and expressed confidence in the company’s long-term growth trajectory.

Shares of Nvidia traded hands at their time of writing at about $108, well below the analysts’ price target of $200.

US copper imports could rise by up to 100% in the coming months as traders rush to capitalize on higher domestic prices ahead of potential tariffs, Goldman Sachs said in a note earlier this week.

The bank cited a widening price gap between US and global copper prices, triggered by the Trump administration's investigation into copper imports for national security reasons.

The US Consumer Price Index (CPI) rose 0.2% in February, coming in slightly softer than expected, according to data released on Wednesday.

The moderation follows January’s unexpectedly strong reading and was driven by slower growth in food and energy costs, as well as an easing in core goods and services inflation.

Barclays is pushing back against the idea that Gen Z has turned its back on alcohol. The investment bank says fears of a structural decline in drinking, particularly in the US, are overblown.

It believes long-term consumption trends will reassert themselves, with spirits leading the way. That underpins its 'overweight' rating on Diageo PLC (LSE:DGE), the owner of brands like Johnnie Walker, Guinness and Tanqueray, which has significant exposure to the US market.

Tesla Inc (NASDAQ:TSLA) CEO Elon Musk needs to “step up” at this critical juncture for the electric vehicle maker, analysts at Wedbush believe.

Musk doubling down on the Trump administration as the leader of the Department of Government Efficiency (DOGE) has seen more protests occur at Tesla dealerships and violence against Tesla drivers in the US and Europe, analysts highlighted.

Delta Air Lines Inc (NYSE:DAL) has significantly reduced its profit and revenue forecast for the first quarter due to weakening travel demand, sending its shares more than 7% lower on Tuesday.

The airline now expects earnings per share in the range of $0.30 to $0.50, down from its earlier forecast of $0.70 to $1.

Stifel has reiterated its 'buy' rating on Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) following the company’s half-year results.

The real estate investment trust, which focuses on grocery store properties, delivered performance in line with expectations, but the real story is what happened after the period ended.

Shell PLC's (LSE:SHEL, NYSE:SHEL) shares have room to climb, says JP Morgan, as “opportunity knocks” for the oil giant to narrow the gap with its bigger US rivals.

The bank has an 'overweight' rating on the stock and a price target of 3,300p, reflecting confidence in the Anglo-Dutch major's long-term strategy and ability to reward investors.

US banking giant Citi has downgraded its stance on US stocks and flipped its preference to China, saying "US exceptionalism is at least pausing", but UBS said this did not feel like a "major rotation" from West to East. 

Goldman Sachs also cut its forecast for US economic growth to 1.7% for 2025, down from a previous 2.4% estimate due to the impact of tariffs. 

Tesla Inc (NASDAQ:TSLA) shares fell another 8.7% to about $240 on Monday morning amid continued investor concerns about a slowdown in vehicle global sales and CEO Elon Musk’s close ties to the Trump administration.

Analysts at UBS lowered their price target on Tesla to $225 from $259 citing concerns over delivery volumes, margin pressures, and softer demand.

Apple Inc's (NASDAQ:AAPL, ETR:APC) latest product launches have Goldman Sachs feeling bullish, with the investment bank reiterating its ‘buy’ rating and setting a price target of $294.

That’s a 25% premium to Apple’s current share price, with Goldman citing strong revenue growth prospects fuelled by new Mac and iPad models.

After the best-ever start to the year for Chinese stocks, the rampant stock market is going to run out of puff soon, Goldman Sachs reckons, but there is still upside to be had. 

"Chinese equities have enjoyed the best start of the year in history," the bank pointed out in a note to clients, with the MSCI China index gaining 19% since the start of 2025, outperforming developing and emerging markets 18 and 14 percentage points, respectively.

Polarean Imaging PLC (AIM:POLX, OTC:PLLWF) shares climbed 5% in early trading after securing a major deal to expand its Xenon MRI technology into pharmaceutical research.

A top global pharmaceutical company has selected Polarean’s imaging services for a multi-centre clinical trial, which will evaluate an investigational lung treatment.