AMD stock slides as BofA cuts to Neutral on 2025 downside risks to expecations
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Goldman Sachs Reiterates Buy Rating on Alphabet (GOOGL)
December 11, 2024 1:47 PM ESTGoldman Sachs analyst Eric Sheridan reiterated a Buy rating and $210.00 price target on Alphabet (NASDAQ: GOOGL).
The analyst comments "Today, Alphabet unveiled the latest version of its flagship multi-modal AI model, Gemini 2.0. With Gemini 2.0, Alphabet has seemingly achieved a step-function improvement in model performance (with improvements vs. prior versions of Gemini and other 3P LLMs across a variety of standard benchmarks - link). Alongside the launch, Alphabet also showcased a wider array of capabilities powered by the new AI model - in addition to applying Gemini 2.0 to improve existing AI... More
BofA Securities on Alphabet (GOOGL): 'Potential for tech moat for Google, and don’t forget TPUs'
December 10, 2024 1:45 PM ESTBofA Securities analyst Justin Post reiterated a Buy rating and $210.00 price target on Alphabet (NASDAQ: GOOGL)
The analyst comments "Potential for tech moat for Google, and dont forget TPUs. While the commercial induction of the quantum technology may still be years away,... More
Oracle (ORCL) PT Raised to $189 at CFRA
December 10, 2024 10:06 AM ESTCFRA analyst Angelo Zino raised the price target on Oracle (NYSE: ORCL) to $189.00 (from $172.00) while maintaining a Hold rating.
The analyst comments "We lift our 12-month target to $189 from $172, applying the same forward P/E of 25x but shifting to our CY 26 EPS... More
Baird Comments on Alphabet (GOOGL)
December 10, 2024 9:43 AM ESTBaird analyst Colin Sebastian reiterated an Outperform rating and $205.00 price target on Alphabet (NASDAQ: GOOGL).
The analyst comments "Willow also reinforces Googles technology leadership. While quantum is still years from broad commercial adoption, the new Willow quantum chip showcases, in our view,... More
Northland on AMD (AMD): 'Expect CY25 and CY26 to be Strong as Market Share Momentum Continues'
December 10, 2024 6:51 AM ESTNorthland analyst Gus Richard reiterated an Outperform rating and $175.00 price target on AMD (NASDAQ: AMD)
The analyst comments "We expect CY25 to be a strong year for AMD as it continues to gain share in AI GPUs, server CPUs, PC clients, and... More
Oracle (ORCL) PT Raised to $200 at Evercore ISI
December 10, 2024 5:18 AM ESTEvercore ISI analyst Kirk Materne raised the price target on Oracle (NYSE: ORCL) to $200.00 (from $190.00) while maintaining a Outperform rating.
The analyst comments "Bottom line: Oracle delivered solid F2Q results and we believe the pullback in the shares today has a lot more to do with some profit taking after a big move in the shares YTD vs. any real change in the outlook when thinking out to CY25. An incremental ~2% headwind... More
Oracle (ORCL) PT Raised to $150 at DA Davidson
December 10, 2024 5:10 AM ESTDA Davidson analyst Gil Luria raised the price target on Oracle (NYSE: ORCL) to $150.00 (from $140.00) while maintaining a Neutral rating.
The analyst comments "We maintain our NEUTRAL rating and raise our price target to $150 from $140 on Oracle shares following a mixed quarter... More
