Questions over Nvidia’s momentum; AMD downgraded By Investing.com
From Investing.com: 2025-01-19 04:46:02
This week’s biggest analyst moves in AI: D.A. Davidson predicts 2025 peak for Nvidia stock, Morgan Stanley sets Tesla bull case at $800, AMD downgraded at Wolfe Research, TD Cowen lifts SAP stock to Buy, and Snowflake top pick at Oppenheimer for 2025.
D.A. Davidson analysts suggest 2025 could be peak year for Nvidia stock, citing concerns about meeting 2026 expectations and supply-side disruptions affecting Blackwell products.
Morgan Stanley raises Tesla price target to $430, with a bull case valuation of $800, driven by advancements in AV technology and embodied AI, positioning Tesla as a leader in autonomous mobility market.
Wolfe Research downgrades AMD stock to Peer Perform, reducing 2025 revenue forecast for data center GPU segment to $7 billion due to challenges in various business segments.
TD Cowen upgrades SAP stock to Buy, citing Cloud ERP growth and AI integration driving performance through 2027, with expectations for strong Cloud growth in upcoming Q4 earnings report.
Oppenheimer reaffirms Snowflake as top pick for 2025, raising price target to $200, with expectations of beat-and-raise cadence driven by new product launches, AI workloads, and margin expansion opportunities.
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