April 2025 — A look at recent analyst notes and what they signal for key stocks.
Apple (AAPL)
BofA Securities | Buy | Target: $250 | Price: $181.46
Despite recent struggles—down over 25% YTD—analysts at BofA Securities remain optimistic. They point to Apple's solid cash flow, earnings durability, and AI potential as reasons to view the pullback as a buying opportunity. With the stock trading below a 25x forward P/E ratio, historical trends suggest a strong rebound may follow.
Meta Platforms (META)
Roth | Buy | Target: $730 | Price: $504.73
Meta's surprise release of its Llama 4 language model marks a key leap forward in the AI arms race. Analysts say the announcement could have triggered a 5% rally under different market conditions. They still view Meta as a premier AI play, especially given its strong consumer-facing platform and innovation track record.
Eli Lilly (LLY)
Goldman Sachs | Buy | Target: $888 | Price: $723.73
Goldman sees Lilly as the leader in the obesity treatment space, underpinned by strong pipeline momentum and early mover advantage. With the market for anti-obesity medication expected to triple by 2030, analysts believe Lilly is poised for sustained top-line growth.
JetBlue Airways (JBLU)
Raymond James | Outperform | Target: $5 | Price: $3.94
Following a selloff triggered by tariff concerns, JetBlue now presents a speculative opportunity. Analysts highlight its low bankruptcy risk and M&A potential, despite earnings volatility and airline sector headwinds.
Occidental Petroleum (OXY)
TD Cowen | Hold | Target: $45 | Price: $38.75
Downgraded due to weakening oil prices and OPEC's moves, Occidental also faces pressure from high leverage and capital spending outside core energy operations. The continued presence of Berkshire’s preferred equity stake adds complexity to its capital return plans.
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