S&P 500 & Nasdaq Surge Despite Friday Dip: Best Month Since 2023

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Dell Stock:

JPMorgan has a target price of $135 for Dell, suggesting a 15% upside.
Citi also lifted its target to $135, citing Dell’s AI portfolio.
morgan stanley moved its target to $135 as well.
Bank of America is even more bullish, raising its target to $155. UBS trimmed its target to $145 but still expects the shares to rise.
UBS cautioned about the inconsistent timing of orders and revenue recognition.

Regeneron Pharmaceuticals:

Shares of Regeneron and Sanofi fell after a late-stage study of their experimental COPD treatment failed to meet a key endpoint.
Regeneron was down nearly 20%, hitting a four-year low.
One Phase 3 trial met its primary endpoint,but a second did not.
The companies are reviewing the data and will discuss next steps with regulatory authorities.

Ulta Beauty:

Ulta Beauty shares soared after reporting better-than-expected results and raising guidance.
First-quarter EPS and net sales exceeded forecasts.
Comparable store sales were up considerably.
The company boosted its full-year EPS and sales guidance.
Consumers are “leaning into beauty as a comfort and escape from the stress of macro uncertainty.”

Boeing shares were down slightly after hitting a 15-month high.
The company will resume delivering planes to China next month.
Boeing plans to increase production of its 737 Max jets.
* Shares have rebounded significantly from their early-April low.