Apple remains under-owned vs. peers, Meta still over-held - Morgan Stanley
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Goldman Sachs Previews Apple (AAPL) WDC 2025: 'we believe AAPL will need to demonstrate further success with Apple Intelligence'
May 21, 2025 2:59 PM EDTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $253.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "Bottom line: Apple's WWDC 2025 Keynote will take place on June 9 at 1pm ET (10am PT). We expect AAPL to demonstrate continued progress toward incorporating AI into its operating systems through developer access to its AI models for app development (building on year-ago's availability of... More
Goldman on Apple (AAPL) and Fortnite Entanglement: 'Following our review of the new app's external payment flow, we came away less concerned about the potential impact from these changes'
May 21, 2025 2:30 PM EDTGoldman Sachs analyst Michael Ng reiterated a Buy rating and $253.00 price target on Apple (NASDAQ: AAPL)
The analyst comments "Bottom line: Fortnite has returned to the App Store following a court order, after a nearly 5 year-ban. The Fortnite app includes options for external payments, bypassing Apple's In-App Payments and platform fees. Following... More
Evercore ISI Reiterates Outperform Rating on Dell (DELL) Following Day 2 of Dell World
May 21, 2025 4:51 AM EDTEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $120.00 price target on Dell (NYSE: DELL).
The analyst comments "ALL YOU NEED TO KNOW: We attended the second day of Dell World today, which began with a keynote presentation led by DELL COO Jeffrey Clarke and featured ISG and CSG presidents Arthur Lewis and Sam Burd, respectively, along with executive guest speakers from the likes of CoreWeave and Cohere. The focal point of the presentation again centered around enterprise AI adoption and showcased DELLs products and services that customers can use to advance their... More
Morgan Stanley Reiterates Overweight Rating on NVIDIA (NVDA)
May 19, 2025 9:44 AM EDTMorgan Stanley analyst Joseph Moore reiterated an Overweight rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "What did we learn: Nvidia made a handful of announcements during the key note. The most interesting of which was NVlink Fusion, a new variant of Nvidia's interconnect technology that extends the capabilities for use with a broader ecosystem including custom ASICs and non-Nvidia CPUs (Qualcomm and Fujitsu highlighted). We frankly need to spend more time to understand this strategy and the impact to the ecosystem, as clearly it... More
