🌎 AXT Upgraded, Ford Motor Upgraded, Huntington Ingalls Industries Upgraded and more...

Ratings changes for AXT, Apple, Tempus AI, Apple, Amazon.com, Amazon.com, Alerus Financial and more...Text "MarketBeat" to 68285 to get SMS breaking news alerts for stocks on your watchlist and other special reports. Learn More. Unsubscribe. MarketBeat Daily Ratings VIEW MY PORTFOLIO JULY 31ST, 2026 Follow MarketBeat on X Follow MarketBeat on Facebook Subscribe on YouTube This OTC-listed Peptide Company Just Partnered With The MMA Peptide innovator lands deal with global MMA organization (Ad) Semaglutide built Novo Nordisk into Europe's most valuable company. Tirzepatide pushed Eli Lilly past a $1 trillion market cap. Now peptides are expanding beyond weight loss into recovery, longevity, and performance medicine. One small-cap company is developing needle-free peptide delivery technology and just received its first 20,000-unit commercial production run of its BPC-157 transdermal patch. It also signed an exclusive commercialization deal with Mixed Martial Arts Group Limited, gaining access to over 5 million social followers, 530,000 user profiles, and 800-plus gyms worldwide. READ THE FULL REPORT ON THIS EMERGING PEPTIDE OPPORTUNITY NOWtc pixel Today's Top Stories Quantum Earnings Could Decide Whether the Sector’s Sell-Off Has Gone Too Far BY NATHAN REIFF | JULY 31, 2026 06:30 AM These Small Caps Just Hit Critical Inflection Levels (Ad)tc pixel BY MARKET CRUX Microsoft Just Flipped the AI Spending Narrative Overnight BY CHRIS MARKOCH | JULY 30, 2026 01:25 PM Can Starbucks Keep This Turnaround Going? 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JOIN FREE — START SEEING THE DATA EARLYtc pixel Your Watchlist MANAGE YOUR WATCHLIST AND MONITOR YOUR PORTFOLIO Apple logo Apple Inc. (AAPL) $302.16 -31.27 (-9.38%) As of 7/31/2026 9:33 AM ET Apple (NASDAQ:AAPL) announced its quarterly results after the market closed on Thursday, July 30th. The company reported $2.02 earnings per share (EPS) for the previous quarter, beating the consensus estimate of $1.89 EPS by $0.13. The company had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. During the same quarter in the prior year, the company posted $1.57 earnings per share. The company's quarterly revenue was up 16.4% on a year-over-year basis. View earnings press release. Apple's (NASDAQ:AAPL) earnings conference call is now available on MarketBeat. Listen to the conference call audio or read the transcript now. Apple Inc. (NASDAQ:AAPL) announced a quarterly dividend on Thursday, July 30th. Investors of record on Monday, August 10th will be given a dividend of 0.27 per share by the iPhone maker on Thursday, August 13th. This represents a c) annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, August 10th. Apple (AAPL) had its price target raised by analyst Barton Crockett at Rosenblatt Securities (star star star star star) from $276.00 to $300.00. They now have a "neutral" rating on the stock. This represents a 10.0% downside from the current price of $333.43. Apple (AAPL) had its price target lowered by analyst Erik Woodring at Morgan Stanley (star star star star blank star ) from $364.00 to $360.00. They now have an "overweight" rating on the stock. This represents a 8.0% upside from the current price of $333.43. Earn 8.4% On AAPL Stock By Selling Upside You Might Not Miss 7/31 - YAHOO AAPL Stock Heads For Worst Single-Day Fall In Over A Year — Wall Street Warns Apple’s AI Supply Chain Headwinds Are Far From Over 7/31 - YAHOO Apple’s (NASDAQ:AAPL) Q2 CY2026 sales top estimates 7/31 - MSN Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day 7/31 - AOL Apple underestimated its own customers: AAPL CEO Tim Cook blames 'demand forecast issue' for Q4 supply bottlenecks 7/31 - MSN Amazon.com logo Amazon.com, Inc. (AMZN) $266.49 +30.99 (+13.16%) As of 7/31/2026 9:33 AM ET Amazon.com (NASDAQ:AMZN) announced its quarterly results after the market closed on Thursday, July 30th. The company reported $5.75 earnings per share (EPS) for the previous quarter, beating the consensus estimate of $1.82 EPS by $3.93. The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter in the prior year, the company posted $1.68 earnings per share. The company's quarterly revenue was up 19.6% on a year-over-year basis. View earnings press release. View earnings slide deck. Amazon.com's (NASDAQ:AMZN) earnings conference call is now available on MarketBeat. Listen to the conference call audio or read the transcript now. Amazon.com (AMZN) had its price target raised by analyst Justin Patterson at KeyCorp (star star blank star blank star blank star ) from $335.00 to $350.00. They now have an "overweight" rating on the stock. This represents a 48.6% upside from the current price of $235.50. Amazon.com (AMZN) had its price target raised by analyst Barton Crockett at Rosenblatt Securities (star star star star star) from $332.00 to $345.00. They now have a "buy" rating on the stock. This represents a 46.5% upside from the current price of $235.50. Amazon.com (AMZN) had its price target raised by analyst Doug Anmuth at JPMorgan Chase & Co. (star star star blank star blank star ) from $330.00 to $365.00. They now have an "overweight" rating on the stock. This represents a 55.0% upside from the current price of $235.50. Amazon.com (AMZN) had its "buy" rating reaffirmed by analyst Laura Martin at Needham & Company LLC (star star star star blank star ). They now have a $300.00 price target on the stock. This represents a 27.4% upside from the current price of $235.50. Amazon.com (AMZN) had its price target raised by analyst Youssef Squali at Truist Financial Corporation (star star star blank star blank star ) from $320.00 to $350.00. They now have a "buy" rating on the stock. This represents a 48.6% upside from the current price of $235.50. Amazon.com (AMZN) had its "market outperform" rating reaffirmed by analyst Andrew Boone at Citizens Jmp (star star star star blank star ). They now have a $315.00 price target on the stock. This represents a 33.8% upside from the current price of $235.50. Amazon.com (AMZN) had its price target raised by Monness Crespi & Hardt (star star blank star blank star blank star ) from $315.00 to $330.00. They now have a "buy" rating on the stock. This represents a 40.1% upside from the current price of $235.50. Apple Sinks 8%, Amazon Soars 12% as Traders Pick Tech Earnings Winners and Losers 7/31 - 247WALLST Amazon, Okta And More: CNBC’s ‘Final Trades’ 7/31 - BENZINGA A robotaxi with no steering wheel just got the green light to charge you for a ride 7/31 - FORTUNE Upbeat Amazon Results May Contribute To Continued Strength On Wall Street 7/31 - RTTNEWS Dwindling cash and soaring memory costs: Tech's AI buildout has ballooning price tag 7/31 - CNBC Alphabet logo Alphabet Inc. (GOOGL) $342.74 +9.08 (+2.72%) As of 7/31/2026 9:33 AM ET Director Frances Arnold sold 82 shares of the business's stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $333.39, for a total transaction of $27,337.98. Following the completion of the sale, the director directly owned 18,914 shares of the company's stock, valued at approximately $6,305,738.46. The trade was a 0.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Gary Black Says Meta Stock Could Mirror Alphabet's Post-Earnings Recovery: Here's Why the Analyst Calls Google 'The Better Business' 7/31 - AOL Alphabet (NASDAQ:GOOGL) Director Frances Arnold Sells 82 Shares of Stock 7/31 - INSIDERTRADES Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar? 7/31 - ZACKS Open Model Wars + Claire Stapleton's Dishy Google Memoir + Substack's Slop Fight 7/31 - NYTIMES WCM Investment Management LLC Raises Holdings in Alphabet Inc. $GOOGL 7/31 - MARKETBEAT Meta Platforms logo Meta Platforms, Inc. (META) $554.15 +15.12 (+2.81%) As of 7/31/2026 9:33 AM ET Meta India head named in case over Facebook videos targeting Modi 7/31 - MSN Why Meta Platforms (META) Is Down 6.6% After AI Costs Squeeze Q2 Profitability And What's Next 7/31 - YAHOO Meta AI Expands Use of Business-Shared Data for Personalized Responses 7/31 - EWEEK Meta Platforms, Inc. $META Stake Boosted by Western Wealth Management LLC 7/31 - MARKETBEAT Talon Private Wealth LLC Invests $968,000 in Meta Platforms, Inc. $META 7/31 - MARKETBEAT Microsoft logo Microsoft Corporation (MSFT) $457.86 +6.76 (+1.50%) As of 7/31/2026 9:33 AM ET Microsoft was the target of unusually large options trading on Thursday. Stock traders acquired 943,367 call options on the company. This represents an increase of 16% compared to the typical volume of 815,592 call options. MSFT stock heads for best month since 2007 as Q4 cloud strength revives Microsoft bull case 7/31 - MSN Microsoft Profit Jumps 31% as Azure Cloud Sales Surpass $100 Billion 7/31 - MSN Microsoft's earnings-fueled rally lifts shares above 200-day moving average 7/31 - SEEKINGALPHA Microsoft Stock Just Had Its Best Day Since 2008 7/31 - YAHOO Amazon Stock Surges. Investors Are Shrugging Off The Tech Giant's AI Capex Hike. 7/31 - YAHOO MANAGE YOUR WATCHLIST Analysts' Upgrades AXT (NASDAQ:AXTI) was upgraded by Needham & Company LLC from "hold" to "buy". They now have a $90.00 price target on the stock. This represents a 36.3% upside from the current price of $66.05. Baxter International (NYSE:BAX) was upgraded by Citigroup Inc. from "sell" to "neutral". They now have a $28.00 price target on the stock, up from $17.00. This represents a 5.3% upside from the current price of $26.60. Essex Property Trust (NYSE:ESS) was upgraded by Citizens Jmp from "market perform" to "outperform". They now have a $330.00 price target on the stock. This represents a 17.5% upside from the current price of $280.92. Ford Motor (NYSE:F) was upgraded by DZ Bank AG from "sell" to "hold". They now have a $16.00 price target on the stock. This represents a 7.5% upside from the current price of $14.88. Huntington Ingalls Industries (NYSE:HII) was upgraded by Wolfe Research from "peer perform" to "outperform". They now have a $364.00 price target on the stock. This represents a 13.1% upside from the current price of $321.79. Patterson-UTI Energy (NASDAQ:PTEN) was upgraded by JPMorgan Chase & Co. from "underweight" to "neutral". They now have a $12.00 price target on the stock. This represents a 18.2% upside from the current price of $10.15. Plexus (NASDAQ:PLXS) was upgraded by Sidoti from "neutral" to "buy". They now have a $308.00 price target on the stock. This represents a 23.4% upside from the current price of $249.67. Saia (NASDAQ:SAIA) was upgraded by Stifel Nicolaus from "hold" to "buy". They now have a $438.00 price target on the stock. This represents a 26.3% upside from the current price of $346.79. VIEW MORE UPGRADES The Calm Before the Rotation — What’s Quietly Building Now The Calm Before the Rotation — What’s Quietly Building Now (Ad) Your Access to Private Market Briefings Begins Here Stock Wire News delivers select early alerts typically seen only by advanced traders. These briefings focus on speed, clarity, and high-urgency setups. JOIN FREE — SEE TODAY’S PRIVATE BRIEFINGtc pixel Analysts' Downgrades Coastal Financial (NASDAQ:CCB) was downgraded by Raymond James Financial, Inc. from "strong-buy" to "outperform". They now have a $50.00 price target on the stock. This represents a 20.6% upside from the current price of $41.45. GoDaddy (NYSE:GDDY) was downgraded by Raymond James Financial, Inc. from "strong-buy" to "outperform". They now have a $100.00 price target on the stock. This represents a 29.4% upside from the current price of $77.25. Karyopharm Therapeutics (NASDAQ:KPTI) was downgraded by Robert W. Baird from "outperform" to "neutral". They now have a $3.00 price target on the stock. This represents a 39.6% upside from the current price of $2.15. Marcus (NYSE:MCS) was downgraded by B. Riley Financial, Inc. from "buy" to "neutral". They now have a $29.00 price target on the stock. This represents a 0.9% downside from the current price of $29.26. VIEW MORE DOWNGRADES Before Tomorrow’s Open: 3 Quiet Setups You Should Review Before Tomorrow’s Open: 3 Quiet Setups You Should Review (Ad) Small-cap moves rarely announce themselves. Street Ideas surfaces quiet setups with real momentum before they appear on mainstream radars. With tomorrow's open approaching, three names are already showing early activity worth a closer look. Get the alerts that keep you ahead of the crowd. JOIN FREE TODAYtc pixel Analysts' New Coverage 4D Molecular Therapeutics (NASDAQ:FDMT) is now covered by B. Riley Financial, Inc.. They set a "buy" rating and a $37.00 price target on the stock. This represents a 255.6% upside from the current price of $10.40. Sensei Biotherapeutics (NASDAQ:FTH) is now covered by Raymond James Financial, Inc.. They set an "outperform" rating and a $56.00 price target on the stock. This represents a 90.5% upside from the current price of $29.40. VIEW MORE NEW COVERAGE GET 30 DAYS OF MARKETBEAT ALL ACCESS FREE Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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Further Reading: This Under 5 Dollar Stock Sits Right Beside SpaceX and Blue Origin (From Freedom Financial)