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Investing.com: Biggest Analyst Moves in AI for This Week
Bernstein: You Have to Own Microsoft
Bernstein analysts reiterated their Outperform rating on Microsoft (NASDAQ:) with a price target of $511, citing the company’s strong growth potential. They highlighted Microsoft’s expanding AI revenue, which is expected to surpass a $10 billion run rate by the end of the next quarter. The analysts also called attention to the rapid rise of Microsoft 365 Copilot, which has achieved an annual revenue run rate of $1-$1.5 billion within its first year.
Bank of America Raises Tesla PT
Bank of America raised its price target for Tesla (NASDAQ:) to $400 from $350, citing stronger growth confidence following a recent visit to Tesla’s Giga Texas factory in Austin. The visit included meetings with investor relations, factory tours, and test drives, providing insights into Tesla’s current operations and future prospects.
HSBC Starts Broadcom at Hold
HSBC initiated coverage on Broadcom (NASDAQ:) with a Hold rating and a $160 price target, citing limited upside to FY25 earnings amid slowing growth in key segments and potential challenges in the fiscal year 2026 (FY26).
Citi Upgrades HPE to Buy on AI-Driven Growth
Citi analysts upgraded Hewlett Packard Enterprise (NYSE:) to a Buy rating from Neutral on Friday, pointing to strong AI-driven growth and improving business fundamentals as key factors. The price target was also raised from $23 to $26.
BofA Double Upgrades Credo After Q3 Results
BofA Securities analysts double upgraded Credo Technology (NASDAQ:) from Underperform to Buy, following a strong earnings report that drove the stock up over 30% in premarket trading on Tuesday. The firm also significantly raised its price objective for Credo shares to $80, up from $27.