According to @stocktalkweekly, Piper Sandler raised Galaxy Digital (GLXY) price target to 42 dollars from 36 dollars and named the stock its Favorite Stock for Q4 in its 2025 FSG Fourth Quarter Favorites report; source: @stocktalkweekly citing Piper Sandler. The new target represents roughly 15x 2027E Adjusted Gross Profit versus about 14x previously and sits at the midpoint of power approval scenarios in the updated sum of the parts analysis; source: @stocktalkweekly citing Piper Sandler. Model updates include an incremental 1 GW of potential power capacity at Helios via the purchase of adjacent land, a higher Helios CapEx assumption of about 15 million dollars per critical IT MW versus 14 million dollars prior, and a higher 15x EV EBITDA terminal multiple in DCF from 13x on increased confidence in Helios execution; source: @stocktalkweekly citing Piper Sandler. Piper Sandler added that the 15x terminal multiple remains at a steep discount to DLR and EQIX; source: @stocktalkweekly citing Piper Sandler. The framework highlights Helios power approval outcomes and CapEx per MW as key valuation variables for GLXY under the updated SOTP and DCF; source: @stocktalkweekly citing Piper Sandler.

According to @CNBC, Piper Sandler increased its Tesla (TSLA) price target to $500, citing the company’s AI leadership as a key advantage, source: CNBC. According to @CNBC, the firm said this AI lead should help Tesla fend off competition from Chinese electric-vehicle manufacturers, a point central to its valuation update, source: CNBC.

According to StockMKTNewz on Twitter, Piper Sandler has raised its price target for AMD (NASDAQ:AMD) from $125 to $140, while maintaining its Overweight rating (source: StockMKTNewz, June 16, 2025). This bullish adjustment reflects growing confidence in AMD’s earnings potential, particularly in the AI and semiconductors sectors that directly influence GPU demand. For crypto traders, this move signals potential continued strength in the hardware supply chain, possibly supporting further innovation and efficiency in cryptocurrency mining and blockchain applications that use AMD GPUs.

According to @stocktalkweekly, Piper Sandler has reiterated Tesla ($TSLA) at an 'Overweight' rating with a $400 price target, citing analyst Alexander Potter who highlights Tesla as a 'once-in-a-generation disruptor.' The note emphasizes that 'all eyes are on Austin,' referring to the Austin Gigafactory's critical role in scaling production and advancing Tesla's long-term growth strategy (source: @stocktalkweekly, May 22, 2025). For cryptocurrency traders, such bullish institutional sentiment and focus on disruptive innovation can drive heightened volatility and correlation in blockchain-related stocks and tokens, particularly those exposed to electric vehicle or AI sectors.

According to @stocktalkweekly, Solventum (SOLV) was upgraded from Neutral to Overweight by Piper Sandler, with the price target raised from $78 to $87 following recent strategic events such as the P&F sale and I-Day. This upgrade signals increased institutional confidence in SOLV's growth prospects, which could drive heightened liquidity and cross-market flows between traditional equities and crypto assets. Traders should monitor SOLV's performance for potential spillover effects on crypto sentiment and related digital asset equities. (Source: @stocktalkweekly, May 19, 2025)