--- title: "Notable analyst calls this week: Caterpillar, Palo Alto and HPE among top picks" description: "This week, notable analyst upgrades included Caterpillar, Palo Alto Networks, and Hewlett Packard Enterprise. Caterpillar was upgraded to Outperform by Evercore due to improving margins, with a price " type: "news" locale: "en" url: "https://longbridge.com/en/news/254280589.md" published_at: "2025-08-23T14:02:43.000Z" --- # Notable analyst calls this week: Caterpillar, Palo Alto and HPE among top picks > This week, notable analyst upgrades included Caterpillar, Palo Alto Networks, and Hewlett Packard Enterprise. Caterpillar was upgraded to Outperform by Evercore due to improving margins, with a price target of $476. Bank of America upgraded Palo Alto to Buy after strong quarterly results, maintaining a $215 price target. HPE was upgraded to Overweight by Morgan Stanley following its Juniper acquisition, with a new price target of $28. Other upgrades included CVS Health and Nvidia, while Nano Nuclear Energy and Marvell Technology faced downgrades. The S&P500 (SP500) closed in the green on Friday, after investors this week digested headlines on retail earnings, more tariff-related news from the Trump administration, and Fed Chair Jerome Powell's closely watched speech. For the week, Nasdaq (COMP:IND) lost over 2%, while Dow (DJI) fell 0.3%. Wall Street had a slew of upgrades and downgrades fr... ### Related Stocks - [PANW.US - Palo Alto Networks](https://longbridge.com/en/quote/PANW.US.md) - [HPE.US - Hewlett Packard Enterprise](https://longbridge.com/en/quote/HPE.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 陶冬:人民幣資產機會來了 科技自主牛市顯現 警示美債風險「黃金買貴不會買錯」 | 陶冬表示,人民幣資產機會已來,科技自主牛市顯現,當前是「資產為王」的時代,關注遠離央行控制的資產和科技突破。預計美聯儲將維持寬鬆政策,但短期內可能觀察。美債市場面臨風險,傳統零風險資產邏輯已被顛覆,需警惕未來利率可能降至 3% 左右。 | [Link](https://longbridge.com/en/news/276028666.md) | | 美股七雄變「雙熊」Meta 危危乎 亞馬遜創 20 年最長跌浪 關注股神會否再沽蘋果 | 美股七雄近期表現疲弱,部分已陷入熊市,亞馬遜創下 20 年來最長跌浪。市場對大型科技公司的資本開支及盈利能力產生質疑,尤其是亞馬遜的高額投資可能導致負自由現金流。分析指出,亞馬遜需展現投資回報以消除投資者憂慮。微軟雲業務預計在三年內超過 A | [Link](https://longbridge.com/en/news/276001219.md) | | 宇樹人形機器人搭載禾賽激光雷達 春晚效應推升股價 | 宇樹科技的兩款人形機器人在央視春晚表演中搭載禾賽 JT128 雷射雷達,展現出高水平的協同動作。受此影響,禾賽(HSAI)股價在美股市場上漲,週二最高達到 28.21 美元,收盤時為 26.77 美元,漲幅近 4%。禾賽 JT 系列雷射雷達 | [Link](https://longbridge.com/en/news/276198028.md) | | 美國防部考慮終止與 Anthropic 合作 旗下 AI 模型模型曾用於生擒馬杜羅 | 美軍利用初創公司 Anthropic 的 AI 工具 Claude 協助捕獲前總統馬杜羅,引發爭議。美國國防部考慮終止與 Anthropic 的合作,因其拒絕放寬 AI 模型使用限制。五角大樓要求 AI 公司允許軍方將工具用於武器研發和戰場 | [Link](https://longbridge.com/en/news/276089881.md) | | OpenAI 夥塔塔集團印度拓 AI 基建 有望建成印度最大數據中心 | OpenAI 與印度塔塔集團合作開發 AI 基礎設施,計劃建設印度最大數據中心。TCS 將建造一座 100 兆瓦的數據中心,未來可能擴展至 1 吉瓦,預計投資在 350 億至 500 億美元之間。OpenAI CEO 奧特曼正在印度參加 A | [Link](https://longbridge.com/en/news/276312385.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.