Selected stock price target news of the day - July 24th, 2025

By: Matthew Otto

Alphabet Lifts 2025 Capex Outlook Following Q2 and Cloud Demand Surge

Alphabet raised its full-year capital expenditure forecast to approximately $85 billion, up from the $75 billion projected earlier this year. The $10 billion increase reflects infrastructure expansion aimed at addressing rising requirements for Google Cloud services and AI workloads.

CFO Anat Ashkenazi stated that nearly two-thirds of Q2 2025 capex was allocated to servers, with the remainder invested in data center and networking equipment. Despite a faster pace of server deployment, Alphabet continues to face a tight supply environment, with its cloud services backlog now totaling $106 billion. The upward revision surprised some market participants; Dave Wagner of Aptus Capital Advisors noted that such a change in guidance had not been anticipated.

In its second-quarter earnings report, Alphabet reported earnings per share (EPS) of $2.31, exceeding the analyst consensus of $2.17, based on data from LSEG. Revenue reached $96.43 billion, above the $93.9 billion estimate.

Google Cloud was the primary driver of growth, with revenue rising 32% year-over-year to $13.6 billion, outpacing projections for a 26.5% increase. Advertising revenue also grew 10.4% to $71.34 billion amid stable digital market conditions. CEO Sundar Pichai stated that the Google Cloud customer base rose 28% from the prior quarter.

Analysts Lift Price Targets Following Q2 Results and Capex Outlook

Stifel analyst Mark Kelley maintained a Buy rating and raised the price target from $218 to $222.
WestPark Capital analyst Curtis Shauger kept a Buy rating and lifted the price target from $210 to $220.
JMP Securities analyst Andrew Boone reiterated a Market Outperform rating and increased the price target from $220 to $225.
Needham analyst Laura Martin continued a Buy rating and boosted the price target from $210 to $220.
UBS analyst Stephen Ju maintained a Neutral stance but raised the price target from $192 to $202.

Which Analyst has the best track record to show on GOOGL?

Analyst Brian Nowak (MORGAN STANLEY) currently has the highest performing score on GOOGL with 44/46 (95.65%) price target fulfillment ratio. His price targets carry an average of $33.84 (22.39%) potential upside. Alphabet stock price reaches these price targets on average within 307 days.

Crown Castle Raises 2025 Outlook After Beating Q2 Estimates Despite Lower Rental Revenue

Crown Castle reported second quarter 2025 net income of $291 million, an increase of 16% from $251 million in the same period a year ago. Diluted earnings per share were $0.67, compared to the analyst consensus estimate of $0.48. Total revenue for the quarter was $1.08 billion, above the estimated $1.04 billion.

Site rental revenues declined 5% year over year to $1.01 billion, primarily due to a $51 million impact from Sprint Cancellations, a $16 million decrease in amortized prepaid rent, and a $34 million reduction in straight-lined revenues. Adjusted EBITDA fell 3% to $705 million. Funds from operations were $444 million, or $1.02 per share, representing a 1% decline from the prior year. Capital expenditures remained at $40 million, including $33 million in discretionary spending and $7 million in sustaining investments.

Crown Castle updated its full-year 2025 guidance, now projecting total revenue of $4.02 billion and earnings per share of $0.55. The new EPS midpoint represents an $0.08 increase over the previous forecast and compares to a net loss of $3.9 billion for full-year 2024. The revised net income forecast ranges from $100 million to $380 million, up $35 million from the prior guidance.

Crown Castle also raised its projection for funds from operations to between $1.805 billion and $1.855 billion, with a midpoint of $1.83 billion, reflecting a $35 million increase. Core leasing activity is expected to grow 4.7%, excluding the impact of Sprint Cancellations, slightly above the 4.5% projection made in the prior quarter. The company also anticipates a $10 million increase in site rental revenues, a $25 million increase in adjusted EBITDA, and a $10 million decrease in interest expenses.

As of quarter-end, Crown Castle reported approximately $4.7 billion in available credit under its revolving facility, compared to $2.2 billion in debt maturities over the next twelve months.

Analysts Lift Price Targets Following Q2 and Raised 2025 Outlook

KeyBanc analyst Brandon Nispel maintained an Overweight rating and raised the price target from $122 to $125.
JMP Securities analyst Greg Miller reiterated a Market Outperform rating and the price target at $125.
BMO Capital analyst Ari Klein kept a Market Perform rating while increasing the price target from $108 to $115.
Wells Fargo analyst Eric Luebchow upgraded from Equal-Weight to Overweight and the price target from $105 to $125.
Raymond James analyst Richard Prentiss raised the price target from $122 to $124.

Which Analyst has the best track record to show on CCI?

Analyst Eric Luebchow (WELLS FARGO) currently has the highest performing score on CCI with 9/12 (75%) price target fulfillment ratio. His price targets carry an average of $2.09 (2.03%) potential upside. Crown Castle stock price reaches these price targets on average within 114 days.

Chipotle Misses on Sales, Lowers 2025 Outlook Amid Consumer Weakness

Chipotle Mexican Grill reported second quarter 2025 revenue of $3.1 billion, up 3% year over year but slightly below the consensus estimate of $3.11 billion. The company posted adjusted earnings per share of $0.33, which was $0.01 above analyst expectations, according to estimates compiled before the release. Despite the revenue increase, comparable restaurant sales declined by 4%, primarily due to a 4.9% decrease in transactions, partially offset by a 0.9% increase in average check.

Operating margin fell to 18.2% from 19.7% in the prior-year quarter, while restaurant-level operating margin declined to 27.4% from 28.9%. Net income stood at $436.1 million, or $0.32 per diluted share, compared to $455.7 million, or $0.33 per share, a year earlier. Digital sales accounted for 35.5% of total food and beverage revenue. Chipotle opened 61 new company-owned restaurants during the quarter, including 47 with a Chipotlane drive-thru format.

Chipotle expects to open between 315 and 345 new restaurants in 2025, with more than 80% expected to include a Chipotlane. The company also anticipates an underlying effective full-year tax rate between 25% and 27%, excluding discrete items. Food, beverage, and packaging costs decreased to 28.9% of revenue, down from 29.4% in the second quarter of 2024. Labor costs rose to 24.7% from 24.1%, primarily due to reduced sales volumes.

Analysts Maintain Ratings but Trim Price Targets Following Results

KeyBanc analyst Eric Gonzalez maintained an Overweight rating but lowered the price target from $60 to $58.
Baird analyst David Tarantino reiterated an Outperform rating and cut the price target from $62 to $59.
Barclays analyst Jeffrey Bernstein kept an Equal-Weight rating while reducing the price target from $55 to $53.
Citi analyst Jon Tower maintained a Buy rating and lowered the price target from $68 to $62.
BofA Securities analyst Sara Senatore reiterated a Buy rating and a $64 price target.
Wells Fargo analyst Jon Tower reduced the price target from $65 to $60.

Which Analyst has the best track record to show on CMG?

Analyst Alton Stump (LOOP CAPITAL) currently has the highest performing score on CMG with 4/5 (80%) price target fulfillment ratio. His price targets carry an average of $14.97 (29.92%) potential upside. Chipotle Mexican Grill stock price reaches these price targets on average within 23 days.