The Macro Market Outlook: AI Spending, Inflation and Interest Rates
A 3–6 month outlook for U.S. and Canadian markets: three scenarios, the cash-flow test for AI, and the signals that could change our view.
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A 3–6 month outlook for U.S. and Canadian markets: three scenarios, the cash-flow test for AI, and the signals that could change our view.
Read the research →Nvidia, Amazon, Microsoft, Cameco and Constellation Software: a U.S.–Canada watchlist with dated analyst targets, valuation context and the risks behind the opportunity.
Read the research →TMX Group Ltd. (X:CA) TD Securities maintained its Buy rating while raising its 12 month price target to…
Vital Infrastructure Property Trust (VITL.UN:CA) Scotiabank maintained its Sector Perform rating while lowering its 12 month price target…
Air Canada (AC:CA) ATB Cormark maintained its Outperform rating while lowering its price target to $43.00 from $45.00,…
PrairieSky Royalty (PSK:CA) PrairieSky Royalty Ltd. just received four analyst target increases, reflecting an improving outlook for the…
Analyst Ratings (USA) Wall Street analysts demonstrated a selective approach to equity valuations, favouring companies with identifiable earnings-growth…
Analyst Ratings (Canada) Canadian analysts maintained a mostly positive outlook for October 27th, with selective optimism across technology,…
Analyst Ratings (Canada) Canadian analyst sentiment for today was mixed, with stronger support for energy services, drilling and…
Analyst Ratings (USA) The October 26th analyst updates suggest a selective but mostly positive outlook, with upgrades across…
Analyst Ratings (USA) American analyst updates for Oct 23rd, suggest a selective outlook, with target increases across software,…
Analyst Ratings (Canada) The Canadian analyst outlook for Oct 23rd, was mainly positive, with broad target increases in…
Analyst Ratings (Canada) Canadian analyst sentiment remains cautiously optimistic, with energy emerging as the strongest sector, supported by…
Analyst Ratings (USA) American analyst sentiment remains cautiously optimistic but increasingly selective, with strong interest in utilities, power…
Precision Drilling (PD:CA) (PDS) TD Securities has recently upgraded Precision Drilling’s stock to a “Buy” rating from a…
Ensign Energy Services (ESI:CA) (ESVIF) TD Securities recently upgraded Ensign Energy Services’s stock to a “Buy” rating from…
BCE Inc. (BCE:CA) (BCE) Scotiabank recently maintained its “Outperform” rating on BCE’s stock, while lowering its 12 month…
Analyst Ratings (Canada) Canadian analysts remain cautiously optimistic today, with positive sentiment in energy, mining, and select growth…
Analyst Ratings (USA) Today’s analyst updates suggest a selective outlook, with strength in defence, pharmaceuticals and parts of…
Shopify Inc. (SHOP:CA) (SHOP) Shopify Inc. continues to receive positive analyst coverage as the Canadian e-commerce technology company…
Intel Corporation (INTC) Intel Corporation recently received an analyst upgrade that reflects improving sentiment toward the semiconductor manufacturer’s…
Canadian National Railway (CNR:CA) (CNI) Canadian National Railway Company faces a more cautious near-term investment outlook as analysts…
Analyst Ratings (USA) The overall U.S. analyst outlook remains cautious, with 107 price target reductions significantly outnumbering 51…
Analyst Ratings (Canada) Today’s Canadian analyst updates show a mixed outlook, with generally positive revisions across energy and…
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