OpenAI faces $700bn+ TAM by 2030: JPMorgan
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July 22, 2025 6:59 AM EDT
Stifel analyst Mark Kelley raised the price target on Alphabet (NASDAQ: GOOGL) to $218.00 (from $200.00) while maintaining a Buy rating.
The analyst comments "GOOGL: We believe Search trends were generally positive with AI Overviews continuing to monetize at a healthy rate (clicks weaker... More
July 22, 2025 6:49 AM EDT
Raymond James analyst Aaron Kessler reiterated an Outperform rating and $185.00 price target on Alphabet (NASDAQ: GOOG).
The analyst comments "The Call: We are tactically positive on the GOOG setup as our checks indicated: 1) an unexpected uptick in Vertex/GCP momentum (cited as the primary reason behind recent Azure migrations from a GCP contact and as an emerging important secondary source for customers who face Claude token... More
July 22, 2025 6:31 AM EDT
Citi analyst Tyler Radke raised the price target on Microsoft (NASDAQ: MSFT) to $613.00 (from $605.00) while maintaining a Buy rating.
The analyst comments "We reiterate our bullish view into MSFTs F4Q results, anticipating another strong quarter of positive revisions and... More
July 18, 2025 10:17 AM EDT
BofA Securities analyst Brad Sills raised the price target on Microsoft (NASDAQ: MSFT) to $585.00 (from $515.00) while maintaining a Buy rating.
The analyst comments "We concluded a round of Microsoft partner checks ahead of Q4FY25 results to be reported on July 30. Commentary suggests... More
July 18, 2025 10:16 AM EDT
BofA Securities analyst Justin Post raised the price target on Alphabet (NASDAQ: GOOGL) to $210.00 (from $200.00) while maintaining a Buy rating.
The analyst comments "Reports on 7/23. We are slightly raising our above-Street estimates for search checks (stable spending growth in 2Q that improved... More
