Shares of Nvidia Corp. (NVDA) gained more than 3% during Monday’s mid-day trade after analysts at multiple brokerages posted a bullish outlook for the stock.

According to TheFly, analysts at Argus pointed to Nvidia’s lead over rivals like Advanced Micro Devices Inc. (AMD), Intel Corp. (INTC), and custom silicon from big technology companies like Alphabet Inc.’s Google (GOOG), Amazon.com Inc. (AMZN), Meta Platforms Inc. (META), among others.

The brokerage noted that Nvidia’s AI chips are unmatched by competitors. The Jensen Huang-led company capitalized on its first-mover advantage to become the primary provider to major artificial intelligence (AI) and cloud service providers.

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Shanthi M·1h ago

Argus analyst Jim Kelleher reiterated a ‘Buy’ rating on the Nvidia stock with a price target of $175, implying an upside of over 30% from current levels.

He underscored Nvidia’s “multi-generation” lead in graphics processing unit (GPU) computing technology and its integration with its software and hardware solutions, making for an unmatched offering.

Analysts at Evercore ISI also weighed in on the Nvidia stock, adding it to their ‘Tactical Outperform’ list.

The brokerage performed channel checks to understand DeepSeek's impact on AI demand, a possible shift away from GPUs to application-specific integrated circuits (ASIC), and concerns around Blackwell delays.

After its checks, Evercore reiterated its long-term bull thesis for Nvidia and maintained its ‘Outperform’ rating with a price target of $190.

Retail sentiment on Stocktwits around Nvidia was not as bullish – it hovered in the ‘neutral’ (50/100) territory, declining slightly from ‘bullish’ (56/100) a day ago.

However, one user quipped that the Nvidia stock is back to doing its usual thing.

Lifetime

DetectiveBullBearFeb 10, 2025 5:56 PM

$NVDA Back to our regularly scheduled rallying Bullish

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Nvidia’s stock has gained a little over 23% over the past six months, in contrast to its one-year performance when it gained nearly 86%.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also See: Cloudflare Stock Surges To Over 3-Year Highs Amid Multiple Price Target Hikes Post Q4 Earnings: Retail Stays Extremely Bullish

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Shares of Mobileye Global surged more than 15% on Monday afternoon, reaching a one-month high and on track to register its biggest single-day gain ever. 

The rally came after Bank of America (BofA) Securities reportedly upgraded the stock to ‘Neutral’ from ‘Underperform,’ raising its price target to $19 from $12, bringing the stock just shy of that target. 

BofA said it sees Mobileye’s 2025 guidance as offering stability despite cautious views on growth and profitability. 

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Shanthi M·1h ago

The analysts also pointed to potential contract wins as a catalyst for positive sentiment, with the company’s 2025 outlook reducing downside risks to estimates.

Mobileye, which specializes in autonomous driving technology, had previously projected full-year revenue between $1.69 billion and $1.81 billion, and adjusted operating income between $175 million and $260 million. 

However, analysts had expected higher revenue of $1.92 billion. 

BofA analysts believe that while the outlook is below consensus, it limits risks and that contract wins, including deals for its SuperVision/Chauffeur system and advanced driver assistance systems (ADAS) with automakers in Japan, Europe, and the U.S., could provide a much-needed boost.

Further details about the company’s trajectory suggest that widespread adoption of its technology could take time, with BofA predicting that significant earnings growth may not occur until 2027. 

The company currently faces stiff competition from companies like Alphabet’s Waymo and Tesla.

On Stocktwits, sentiment for Mobileye turned more bullish, with retail traders reacting to a major development earlier in the day. 

TechCrunch reported that Lyft plans to introduce fully autonomous robotaxis, powered by Mobileye, on its platform in Dallas as soon as 2026. 

Marubeni, a Japanese conglomerate, is expected to own and finance the vehicles equipped with Mobileye’s technology, which will be available on Lyft’s ride-hailing app.

While some users were optimistic, believing the stock could reach $20 or even $30 this year, others remain cautious, considering the competition and challenges ahead. 

theoptionsplugFeb 10, 2025 2:26 PM

$MBLY headed to $20 🚀 Bullish

theoptionsplug

Feb 10, 2025 2:07 PM

$LYFT - LYFT TO LAUNCH MOBILEYE-POWERED ROBOTAXIS ‘AS SOON AS 2026,’ STARTING WITH DALLAS - TECHCRUNCH 🚗 Bullish

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MistaowenFeb 10, 2025 2:29 PM

$MBLY $30 stock this year, just need sentiment to change.

Mobileye’s stock is still down over 20% in the past year and currently trades at around 63 times its forward 12-month earnings estimate, according to Koyfin.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Barrick Gold (GOLD) shares climbed more than 2% on Monday morning as gold prices surged to a new record, driven by renewed demand for safe-haven assets following President Donald Trump’s latest tariff threats.

The stock was among the top trending tickers on Stocktwits as its price hit near two-month highs, fueled by gold prices reaching an all-time high of $2,911.30 per troy ounce – marking the seventh record peak in 2025 and bringing the glittering $3,000 milestone into view.

Gold’s price is already up nearly 11% this year after a staggering 27% gain in 2024.

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Shanthi M·1h ago

Trump is expected to introduce a 25% tariff on all steel and aluminum imports later on Monday, followed by reciprocal tariffs on Tuesday or Wednesday. These measures would apply to all countries and match the tariff rates imposed by each.

The prospect of new trade restrictions has heightened concerns about inflation and potential trade wars, fueling demand for gold, traditionally seen as a hedge against economic and geopolitical instability.

The SPDR Gold Trust (GLD) rose 1.4%, while the broader materials sector also rallied, with the SPDR S&P Metals & Mining ETF (XME) gaining over 3.5%.

On Stocktwits, retail sentiment around Barrick Gold remained ‘extremely bullish’ accompanied by ‘extremely high’ chatter. 

One user projected the stock could reach $21 if gold’s rally continues and Barrick delivers strong earnings. The company will report quarterly results on Feb. 12.

X2357Feb 10, 2025 3:37 PM

$GOLD $21 after ER on 2/12. Gold spot price shattered all time highs today. $SPY $QQQ Bullish

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Last week, Barrick Gold announced a significant increase in its mineral reserves for 2024. The company’s attributable proven and probable gold reserves rose 23% to 89 million ounces at 0.99 grams per ton, driven mainly by its Reko Diq copper-gold project, which added 13 million ounces.

Copper reserves surged 224% year-over-year to 18 million tonnes at 0.45%, following feasibility studies at the Lumwana and Reko Diq projects. 

The company reported replacing more than 180% of its depleted gold reserves since 2019, adding nearly 46 million ounces at an average cost of $10 per ounce.

Barrick shares have gained 18% over the past year, with more than 10% of those gains occurring in 2025. However, the company remains entangled in a dispute with the Mali government over its Loulo-Gounkoto mine operations.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Read also: Cleveland-Cliffs Stock Soars On Trump’s Steel Tariff Promise: Retail Anticipates Bigger Gains

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Shares of Cloudflare Inc. (NET) surged nearly 5% during morning trade on Monday, rising to an over 38-month high as multiple price targets poured in after the company’s fourth-quarter earnings.

According to The Fly, analysts at Susquehanna and Mizuho increased their price targets for the Cloudflare stock while reiterating their ‘Neutral’ rating.

Susquehanna’s price target for Cloudflare has been increased to $170 from $95, while Mizuho’s price target is $160, up from $130.

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Shanthi M·1h ago

At the time of writing, Cloudflare’s stock was trading at over $175, well above the new price targets of both brokerages.

According to data from FinChat, the average price target for Cloudflare as of Feb. 7 was $140.77. 

This comes after Cloudflare beat analyst estimates with its fourth-quarter earnings.

The content delivery service provider posted an earnings per share (EPS) of $0.19, ahead of consensus estimates of $0.18. Its revenue of $459.9 million was also better than the expected $452.04 million.

Susquehanna analysts focused on Cloudflare management’s optimistic commentary for fiscal year 2025, which focused on its ability to win large customers.

Despite the price target hike, Mizuho analysts cautioned that Cloudflare stock carries a relatively high valuation.

FinChat data shows Cloudflare’s forward price-to-earnings ratio stood at 203.9, while that of its industry peers like GoDaddy Inc. stands at 33.6, Mongodb Inc. at 90, and Akamai Technologies Inc. at 15.2.

On Stocktwits, retail sentiment around the Cloudflare stock remained in the ‘extremely bullish’ (90/100) territory, increasing slightly from a day ago. Message volume remained at ‘extremely high’ levels at the time of writing.

One user on the platform wondered if they should book profits after Cloudflare stock’s recent surge.

unfriendFeb 10, 2025 4:45 PM

$NET up 100% in three months I'm afraid of the rug pull I might have to take profits

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Cloudflare’s stock has been on a tear recently, more than doubling over the past six months, with gains of over 127%.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also See: Strategy Stock Edges Up On Resuming BTC Purchases Despite Wall Street’s Price Cuts: Retail’s Worried

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Cleveland-Cliffs Inc. (CLF) shares surged more than 12.5% in early trading Monday after U.S. President Donald Trump pledged to impose a 25% tariff on imported steel and aluminum.

The rally pushed the stock to its highest level since December and made it one of the top trending tickers on Stocktwits. 

Shares of peers U.S. Steel Corp. (X) and Nucor Corp. (NUE) also climbed, rising about 5% each.

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Shanthi M·1h ago

The President told reporters that the proposed levies would apply to all countries exporting the metals to the U.S.

He said he would announce the new tariffs on Monday, along with “reciprocal tariffs” on Tuesday or Wednesday on countries that have imposed levies on U.S.-made goods.

If enacted, the tariffs would make it more expensive for foreign steelmakers to sell in the U.S., giving domestic producers, like Cleveland-Cliffs, a competitive advantage and potentially allowing them to raise prices.

Retail sentiment on Stocktwits also improved to ‘extremely bullish’ from ‘bullish’ a day ago, as chatter remained at ‘high’ levels. 

Traders on the platform largely viewed the tariff proposal as a tailwind for Cleveland-Cliffs, which has been vying to expand its market position.

Dave_SilsbyFeb 10, 2025 9:44 AM

$CLF Finally getting a catalyst to move the stock to the upside. The news about the steel and aluminum tariffs will create a better economic environment for the company. Bullish

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CEO Lourenco Goncalves drew criticism last month after making inflammatory remarks about Japan during a press conference, where he reiterated the company’s interest in acquiring U.S. Steel while attempting to discredit Japanese firm Nippon Steel’s competing bid.

And, just last week, the stock tumbled after the company’s preliminary fourth-quarter results disappointed investors. 

Cleveland-Cliffs’ stock is down over 42% in the last 12 months but up 18% so far in 2025.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Read also: These 3 Materials Stocks Led Retail Chatter Last Week

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Shares of Strategy Inc. (MSTR), formerly MicroStrategy, edged up by over 2% in morning trade on Monday despite analysts at Barclays trimming their price target for the Bitcoin (BTC) proxy’s stock.

According to TheFly, Barclays analysts trimmed their price target for the Strategy shares to $421 from $515 while maintaining an ‘Overweight’ rating on the stock. Based on current levels, this reduces the implied upside to 26% from 54%.

This comes after Strategy’s fourth-quarter earnings miss.

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Shanthi M·1h ago

The Michael Saylor co-founded company posted a wider-than-expected loss of $3.03 per share versus estimated earnings per share (EPS) of $0.50, according to data from FinChat.

The company’s revenue stood at $120.7 million during this period, below the estimated $122.73 million.

This led to Canaccord analyst Joseph Vafi's halving of the equity premium, who trimmed the price target to $409 from $510, according to TheFly.

Meanwhile, Strategy resumed its Bitcoin purchases. The company scooped up 7,633 BTC for $742.4 million at an average price of $97,255 per BTC.

As of Feb. 9, Strategy’s total Bitcoin holdings stood at 478,740 BTC, acquired for $31.1 billion at an average price of $65,033 per BTC.

Based on current Bitcoin prices, Strategy’s BTC holdings were valued at $46.45 billion, which translates to an unrealized gain of 49.4%.

On Stocktwits, retail sentiment around the Strategy stock worsened. It hovered in the ‘bearish’ (30/100) territory, declining from a day ago. Message volume remained in the ‘high’ (58/100) zone.

Users on the platform expressed their lackluster outlook on Strategy stock, with one quipping that it will fall to $50 a piece over time.

PanchyPanchFeb 10, 2025 3:06 PM

$MSTR this will be the slowest bleed to $50/share over time but somehow you guys will still be saying it’s a good time to buy 😂😂

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Strategy’s stock price surged nearly 154% over the past six months, while its one-year gains stood at 365%.

In comparison, Bitcoin prices have only gained more than 60% during the past six months and more than doubled over the past year, with gains of 103%.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also See: Tower Semiconductor Stock Holds Steady On Q4 Earnings Beat As Outlook Disappoints Street: Retail Stays Extremely Bullish

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