From Financial Modeling Prep: 2025-01-13 04:54:13

Tesla was downgraded by Bank of America due to high execution risks in achieving long-term goals, despite a raised price target of $490. The Robotaxi opportunity could account for 50% of Tesla’s valuation, with a potential market of $420B in the U.S. and $800B globally.

HSBC downgraded AMD to Reduce from Buy, citing challenges in the AI GPU market and competitive pressures from Nvidia. Delays in AI GPU roadmap and tepid demand for MI325 GPU led to a cut in FY25 revenue projection to $8.1 billion.

Salesforce was added to Needham’s Conviction List with a price target of $400, highlighting confidence in the Agentforce (AF) strategy. Pilot programs are expected to ramp up deal sizes in H2 2025, with AI integration and projected 20% FCF growth in FY26.

Investors should consider Tesla’s strong innovation pipeline with execution risks, AMD’s AI leadership challenges, and Salesforce’s promising growth driven by AI and Agentforce adoption. Advanced DCF API and Historical Earnings data can provide further insights for investment decisions.



Read more at Financial Modeling Prep:: Key Analyst Updates on Tesla, AMD, and Salesforce