Nvidia, chip stocks jump after Monday selloff

CFRA Reiterates Strong Buy Rating on Microsoft (MSFT), PT $490

CFRA analyst Angelo Zino reiterated a Strong Buy rating and $490.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "We keep our 12-month target at $490 on a P/E of 32.8x our CY 26 EPS view of $14.92. We adjust our FY 25 (Jun.) EPS to $13.01 from $12.96 and FY 26 to $14.72... More

Microsoft (MSFT) PT Lowered to $475 at Wolfe Research, 'we continue to keep faith that the longterm AI payback will drive accelerating growth'

Wolfe Research analyst Alex Zukin lowered the price target on Microsoft (NASDAQ: MSFT) to $475.00 (from $515.00) while maintaining a Outperform rating.

The analyst comments "Key Thoughts. It's hard to sugarcoat these results as hope fore 2H Azure acceleration and capex moderation got the kibosh, as ex-AI azure growth fell below 20% with no clear signals of a bottom while extremely strong AI bookings are still capacity-constrained limiting 2H AI Azure upside. Shares are likely range bound until such time as either... More

Microsoft (MSFT) PT Lowered to $500 at Mizuho

Mizuho analyst Gregg Moskowitz lowered the price target on Microsoft (NASDAQ: MSFT) to $500.00 (from $510.00) while maintaining a Outperform rating.

The analyst comments "However, Azure revenue growth of 31% Y/Y CC was at the low end of mgmt's guided range (+31%-32%), as MSFT's... More

Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "We maintain our Buy rating and $500 price target on Microsoft after a mixed F2Q25 report. The ongoing concerns regarding the cadence of Azure growth remain significant for investors, with the stock down 5% AH. Despite this, improvements in the other two pillars for the stock -... More

Morgan Stanley Defending on Microsoft (MSFT): 'Investors Still Climbing the Wall of Worry – But We Feel Better About the Ascent'

Morgan Stanley analyst Keith Weiss lowered the price target on Microsoft (NASDAQ: MSFT) to $530.00 (from $540.00) while maintaining a Overweight rating.

The analyst comments "Investors Still Climbing the Wall of Worry But We Feel Better About the Ascent. As discussed in our preview, investor sentiment... More

6 chip stocks to consider for 2025 amid latest industry trends: KeyBanc

In its semiconductor outlook note Wednesday, KeyBanc Capital Markets said it sees semiconductor revenue (excluding memory) rising 9% in 2025, driven by bottoming end demand in the 1H, followed by a robust, greater-than-seasonal 2H recovery.

The bank highlighted six chip stocks well-positioned to benefit from sector trends: ARM, AMAT, LRCX, MKSI, NVDA, and ON.

Applied Materials (NASDAQ: AMAT) & Lam Research (NASDAQ: LRCX) KeyBanc described these companies as: Front-end semicap... More

Bernstein SocGen Group Reiterates Outperform Rating on ASML Holding NV (ASML:NA) (ASML)

Bernstein SocGen Group analyst Sara Russo reiterated an Outperform rating and EUR850.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

The analyst comments "Q4 and 2024 came in ahead of expectations due to stronger installed base services. GM was supported by strong upgrades business and better than anticipated costs to reach customer acceptance for two High-NA EUV systems. Bookings were the standout once again, coming in well ahead of expectations at EUR 7.1B (vs. Cons 3.5B). While a very solid set of results, its far too soon to have... More

Microsoft stock: Top 5 most interesting topics Piper Sandler is closely monitoring

Microsoft's (NASDAQ: MSFT) AI revenue could surpass $10 billion in just two years, highlighting its first-mover advantage in artificial intelligence, according to Piper Sandler.

Analysts see the milestone as proof of Microsofts ability to monetize AI at scale, with triple-digit growth driven by widespread enterprise adoption.

Ahead of its earnings report on January 29, Piper Sandler... More

Raymond James on NVIDIA (NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'

Raymond James on NVIDIA (NASDAQ: NVDA): 'Key Technical Levels As Elephant In The Room Takes A Tumble'

The analyst, Javed Mirza, comments "What is happening: NVIDIA Corporation (NVDA) is showing signs of technical weakness consistent with a new intermediate-term (1-3 month) corrective phase attempting to take hold. Price Momentum is weakening (see red circle, top panel, Exhibit 1) and the stock closed below an important technical level near the 40-week moving average (see thin blue line, third panel, Exhibit 1). In addition, Relative Strength is deteriorating versus the S&P 500 (see red arrow, second panel,... More

Tigress Financial Partners Upgrades NVIDIA (NVDA) to Strong Buy, PT $220

Tigress Financial Partners analyst Ivan Feinseth upgraded NVIDIA (NASDAQ: NVDA) from Buy to Strong Buy with a price target of $220.00.

The analyst comments "We upgrade our investment rating from Buy to Strong Buy and increase our 12-month target price to $220 as NVDA continues to be a core holding in the powerful AI investing theme and the industry-leading beneficiary of the significant capital investment in AI development driving the ongoing acceleration of AI adoption across all industries and enterprises, which will continue to drive significant revenue and cash flow growth and greater shareholder... More

Citi Out Positive on Taiwan Semi (TSM) in Light of DeepSeek

Citi Out Positive on Taiwan Semi (NYSE: TSM) in Light of DeepSeek

The analyst comments "Stock implications: We stay positive on TSMC/Mediatek. The evolution of LLM, as exemplified by DeepSeek, demonstrates the move to cost-efficient innovation and ability to reproduce. We believe... More