A wave of upgraded guidance from major U.S. companies is reshaping the outlook for the rest of 2025. Strong Q2 earnings results prompted firms like Netflix to raise their full-year forecasts, leading to price target hikes across Wall Street. Analysts are responding with confidence in continued momentum amid cautious markets.

Netflix (NFLX) raised its full-year 2025 revenue guidance to $45 billion due to FX tailwinds. Despite a 5% share drop post-earnings, analysts raised price targets substantially. MarketBeat projects a 22% upside at an average target of $1,477.

Levi Strauss & Co. (LEVI) reported solid Q2 results and raised its 2025 revenue outlook by 1-2%, a positive shift from an expected decline. Analysts reacted by increasing price targets, with MarketBeat’s consensus pointing to a 12% upside in shares.

JPMorgan Chase & Co. (JPM) beat Q2 estimates, raising its net interest income guidance for 2025 by $1 billion. Analysts raised price targets, with the MarketBeat consensus projecting an 11% upside in shares.

Johnson & Johnson (JNJ) exceeded Q2 expectations and raised its 2025 revenue estimate by $2 billion. Analysts raised price targets, with the MarketBeat consensus implying a 9% upside in shares. The positive guidance and target increases signal promising growth for investors.

Read more at Nasdaq: 4 Major Stocks Raise 2025 Guidance, Analyst Targets Rise