2 months ago
Interested in Qualcomm Incorporated? Here are five stocks we like better.
Qualcomm trades at a price-to-earnings ratio of just 22, well below rivals like NVIDIA, Broadcom, and AMD, despite its ties to the AI boom.
Analysts, including Rosenblatt Securities with a $235 price target, see upside from Qualcomm's expansion into AI data centers, automotive chips, and on-device AI processing.
Apple's shift to in-house modem chips and a sluggish Android market in China threaten to offset Qualcomm's diversification gains, keeping its consensus rating at Hold.
There's a certain irony in a stock that has just rallied hard still being written off, yet that's exactly where chipmaker Qualcomm Inc. (NASDAQ: QCOM) finds itself right now. After a brutal 44% slide through much of the summer, its shares staged an impressive comeback, climbing around 30% since the start of August.
#incorporated
Qualcomm trades at a price-to-earnings ratio of just 22, well below rivals like NVIDIA, Broadcom, and AMD, despite its ties to the AI boom.
Analysts, including Rosenblatt Securities with a $235 price target, see upside from Qualcomm's expansion into AI data centers, automotive chips, and on-device AI processing.
Apple's shift to in-house modem chips and a sluggish Android market in China threaten to offset Qualcomm's diversification gains, keeping its consensus rating at Hold.
There's a certain irony in a stock that has just rallied hard still being written off, yet that's exactly where chipmaker Qualcomm Inc. (NASDAQ: QCOM) finds itself right now. After a brutal 44% slide through much of the summer, its shares staged an impressive comeback, climbing around 30% since the start of August.
#incorporated
2 months ago
On September 2, Michael Genovese from Rosenblatt Securities reiterated his Neutral rating for Credo Technology Group Holding Ltd (NASDAQ:CRDO). The **** yst increased his price target for the stock from $215 to $235, which implies upside potential of almost 38% as of September 4 closing. Genovese's upward adjustment in price target in based on the company's recently announced Q1 FY27 results, leading him to increase his projections for FY27 and FY28. Despite that, he has a Neutral stance because he still wants more visibility around the company's ZeroFlap Optical Transceivers proof points, as well as the incremental revenues from its acquisition of Dust Photonics in May.
Photo by Yogesh Phuyal on Unsplash
Credo's acquisition of DustPhotonics gives it a vertically integrated connectivity stack covering DSP, silicon photonics, SerDes and system integration. This allows the company to tap into both optical and electrical interconnects across the entire AI infrastructure buildout. Together with its optical DSPs and ZeroFlap transceivers, the deal is expected to be a key growth driver in FY27, supported by resilient hyperscale customer sentiment.
Following the DustPhotonics transaction, Credo reported a strong first quarter for FY27. Topline of $479 million jumped 115% compared to Q1 in FY26. Adjusted non-GAAP net income of $236.3 million was up 140% year-over-year, as the company broadens its connectivity portfolio stack. It now spans copper and optical solutions, ranging from millimeters to kilometers, which enables Credo to meet the scaling needs of AI infrastructure with energy-efficient and reliable products.
For FY27, Credo expects a strong inflection with optical revenues expected to exceed $600 million. Management projects contributions over $100 million each from silicon photonics, ZeroFlap optics, and optical DSPs. Full-year revenue growth is expected to be over 85% year-over-year. Adjusted gross margins are likely to remain consistent with fiscal 2026 levels, along with adjusted net margins of around 50%.
#expected
Photo by Yogesh Phuyal on Unsplash
Credo's acquisition of DustPhotonics gives it a vertically integrated connectivity stack covering DSP, silicon photonics, SerDes and system integration. This allows the company to tap into both optical and electrical interconnects across the entire AI infrastructure buildout. Together with its optical DSPs and ZeroFlap transceivers, the deal is expected to be a key growth driver in FY27, supported by resilient hyperscale customer sentiment.
Following the DustPhotonics transaction, Credo reported a strong first quarter for FY27. Topline of $479 million jumped 115% compared to Q1 in FY26. Adjusted non-GAAP net income of $236.3 million was up 140% year-over-year, as the company broadens its connectivity portfolio stack. It now spans copper and optical solutions, ranging from millimeters to kilometers, which enables Credo to meet the scaling needs of AI infrastructure with energy-efficient and reliable products.
For FY27, Credo expects a strong inflection with optical revenues expected to exceed $600 million. Management projects contributions over $100 million each from silicon photonics, ZeroFlap optics, and optical DSPs. Full-year revenue growth is expected to be over 85% year-over-year. Adjusted gross margins are likely to remain consistent with fiscal 2026 levels, along with adjusted net margins of around 50%.
#expected
2 months ago
On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating. This update came after the company reported its second-quarter fiscal 2027 results. The company delivered stronger-than-expected revenue growth, improved profitability and raised its full-year outlook.
MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, surpassing both Rosenblatt's estimate and consensus expectations by about 5%. However, the stock declined more than 12% in pre-market trading following the results, as investors focused on the pace of growth in the company's Atlas cloud business.
Bull Case
The company's Atlas business grew 29% year-over-year and accounted for 73% of total revenue, with its run-rate surpassing $2 billion. This growth was ahead of Rosenblatt's estimate of 26%. MongoDB, Inc.'s (NASDAQ:MDB) non-Atlas on-premise business grew 36% year-over-year.
Customer growth also remained strong as the company added a record 2,900 customers in the second quarter. The number of Voyage customers nearly doubled from the previous quarter. MongoDB, Inc. (NASDAQ:MDB) also reported a non-GAAP operating margin of 24%, up significantly from 15% a year ago, to beat Rosenblatt's estimate of 21%.
#Growth #atlas
MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, surpassing both Rosenblatt's estimate and consensus expectations by about 5%. However, the stock declined more than 12% in pre-market trading following the results, as investors focused on the pace of growth in the company's Atlas cloud business.
Bull Case
The company's Atlas business grew 29% year-over-year and accounted for 73% of total revenue, with its run-rate surpassing $2 billion. This growth was ahead of Rosenblatt's estimate of 26%. MongoDB, Inc.'s (NASDAQ:MDB) non-Atlas on-premise business grew 36% year-over-year.
Customer growth also remained strong as the company added a record 2,900 customers in the second quarter. The number of Voyage customers nearly doubled from the previous quarter. MongoDB, Inc. (NASDAQ:MDB) also reported a non-GAAP operating margin of 24%, up significantly from 15% a year ago, to beat Rosenblatt's estimate of 21%.
#Growth #atlas
2 months ago
On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating. This update came after the company reported its second-quarter fiscal 2027 results. The company delivered stronger-than-expected revenue growth, improved profitability and raised its full-year outlook.
MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, surpassing both Rosenblatt's estimate and consensus expectations by about 5%. However, the stock declined more than 12% in pre-market trading following the results, as investors focused on the pace of growth in the company's Atlas cloud business.
Bull Case
The company's Atlas business grew 29% year-over-year and accounted for 73% of total revenue, with its run-rate surpassing $2 billion. This growth was ahead of Rosenblatt's estimate of 26%. MongoDB, Inc.'s (NASDAQ:MDB) non-Atlas on-premise business grew 36% year-over-year.
Customer growth also remained strong as the company added a record 2,900 customers in the second quarter. The number of Voyage customers nearly doubled from the previous quarter. MongoDB, Inc. (NASDAQ:MDB) also reported a non-GAAP operating margin of 24%, up significantly from 15% a year ago, to beat Rosenblatt's estimate of 21%.
#year #mongodb #reported #revenue
MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, surpassing both Rosenblatt's estimate and consensus expectations by about 5%. However, the stock declined more than 12% in pre-market trading following the results, as investors focused on the pace of growth in the company's Atlas cloud business.
Bull Case
The company's Atlas business grew 29% year-over-year and accounted for 73% of total revenue, with its run-rate surpassing $2 billion. This growth was ahead of Rosenblatt's estimate of 26%. MongoDB, Inc.'s (NASDAQ:MDB) non-Atlas on-premise business grew 36% year-over-year.
Customer growth also remained strong as the company added a record 2,900 customers in the second quarter. The number of Voyage customers nearly doubled from the previous quarter. MongoDB, Inc. (NASDAQ:MDB) also reported a non-GAAP operating margin of 24%, up significantly from 15% a year ago, to beat Rosenblatt's estimate of 21%.
#year #mongodb #reported #revenue
2 months ago
Jets' search for quarterback leads to workout with second-round draft bust originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The New York Jets are in the market for a quarterback for their practice squad and that has led to them working out two signal-callers on Thursday, one of which is a former second-round draft pick.
According to The Athletic's Zack Rosenblatt, the Jets worked out quarterbacks Will Levis and Jack Plummer.
While the Jets could certainly use more insurance at quarterback on their 53-man roster, Rosenblatt notes New York is looking for a practice squad quarterback instead.
New York's current quarterbacks room includes Geno Smith and rookie Cade Klubnik, but the Jets don't have a signal-caller on the practice squad.
#squad #rosenblatt #draft
The New York Jets are in the market for a quarterback for their practice squad and that has led to them working out two signal-callers on Thursday, one of which is a former second-round draft pick.
According to The Athletic's Zack Rosenblatt, the Jets worked out quarterbacks Will Levis and Jack Plummer.
While the Jets could certainly use more insurance at quarterback on their 53-man roster, Rosenblatt notes New York is looking for a practice squad quarterback instead.
New York's current quarterbacks room includes Geno Smith and rookie Cade Klubnik, but the Jets don't have a signal-caller on the practice squad.
#squad #rosenblatt #draft
2 months ago
John Ternus has officially taken over as CEO of Apple Inc. (NASDAQ:AAPL), succeeding Tim Cook after his successful 15-year run. With Apple's next major iPhone launch scheduled for September 9, it seems the new CEO has only eight days till his first big test.
On September 1, Rosenblatt **** yst Barton Crockett raised the price target on Apple (NASDAQ: AAPL) to $303.00 (from $300.00) while maintaining a Neutral rating on the stock. The price target hike implies roughly 4% downside from current levels.
Rosenblatt's note **** umes successful navigation of supply chain constraints under the new CEO. Price hikes and premium priced products, in particular, are likely to offset margin pressure.
Ternus's test isn't that Apple can generate cash. The tech giant is already strong, with Cook having transformed the company from a $350 billion company to a $4.5 trillion behemoth. His test is instead to prove that there is enough new growth and product innovation to sustain Apple's valuation.
The tech giant has already had a record June quarter. Revenue for the company rose 16% year-over-year to $109.4 billion, whereas diluted EPS increased 29% to $2.02. IPhone and Mac revenue reached June-quarter records, while the installed base surpassed 2.5 billion active devices.
#NASDAQ #aapl
On September 1, Rosenblatt **** yst Barton Crockett raised the price target on Apple (NASDAQ: AAPL) to $303.00 (from $300.00) while maintaining a Neutral rating on the stock. The price target hike implies roughly 4% downside from current levels.
Rosenblatt's note **** umes successful navigation of supply chain constraints under the new CEO. Price hikes and premium priced products, in particular, are likely to offset margin pressure.
Ternus's test isn't that Apple can generate cash. The tech giant is already strong, with Cook having transformed the company from a $350 billion company to a $4.5 trillion behemoth. His test is instead to prove that there is enough new growth and product innovation to sustain Apple's valuation.
The tech giant has already had a record June quarter. Revenue for the company rose 16% year-over-year to $109.4 billion, whereas diluted EPS increased 29% to $2.02. IPhone and Mac revenue reached June-quarter records, while the installed base surpassed 2.5 billion active devices.
#NASDAQ #aapl
2 months ago
Marvell Technology (MRVL) keeps winning over the **** ysts. GF Securities reiterated its favorable view on the stock, naming it a top pick within its positive outlook on custom AI chips. **** yst Henry Huang said much of the growth he sees comes from Alphabet's (GOOG) (GOOGL) Google. He expects three of Marvell's chip lines tied to Google to bring in around $3 billion each by 2028. Huang also sees Marvell playing a growing role in Amazon.com's (AMZN) Trainium chips, worth roughly $1 billion this year and $2 billion next year. GF was not alone. Wells Fargo, Morgan Stanley, Susquehanna, and Rosenblatt Securities all raised their Marvell price targets within a day of each other.
None of this comes out of nowhere. Just a few days back, Marvell signed a custom chip deal with Google that let the search giant take a potential $12 billion equity stake in the company. Huang expects that partnership to improve Marvell's odds of winning even more of Google's future chip work.
Jeff Bezos' Heartfelt Tribute to Dolly Parton Drew Brutal Backlash: 'Nobody Wanted to Hear This From You' — He Once Gave Her $100 Million for Charity
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#huang #Google #chip #within
None of this comes out of nowhere. Just a few days back, Marvell signed a custom chip deal with Google that let the search giant take a potential $12 billion equity stake in the company. Huang expects that partnership to improve Marvell's odds of winning even more of Google's future chip work.
Jeff Bezos' Heartfelt Tribute to Dolly Parton Drew Brutal Backlash: 'Nobody Wanted to Hear This From You' — He Once Gave Her $100 Million for Charity
Intel vs. AMD: Why the Market Share Number Is Misleading
A $100 Billion Buildout In Louisiana Is Planned for Starship. What This Means for SPCX Stock.
#huang #Google #chip #within
2 months ago
Bouncing back from the 3.3% slide it experienced from the end of trading on Friday through the close of yesterday's market session, Marvell Technology (NASDAQ: MRVL) stock is rising today. With two firms boosting their price targets, investors are clearly motivated to load up on shares of the artificial intelligence (AI) infrastructure company.
As of 11:54 a.m. ET, shares of Marvell are up 5.7%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Maintaining a buy rating, Sajal Dogra, an ******* yst at Rosenblatt, hiked the price target on Marvell to $300 from $240. According to Thefly.com, Rosenblatt believes the company will report "another beat-and-raise" quarter when it announces second-quarter 2027 financial results on Thursday.
The second price target hike comes from Susquehanna, which raised its target to $265 from $230 while maintaining a positive rating on the stock. Thefly.com reported that Susquehanna also expects Marvell to upwardly revise its fiscal 2027 target for Inphi, believing Inphi's momentum will be sustained by continued growth in AI networking.
#susquehanna
As of 11:54 a.m. ET, shares of Marvell are up 5.7%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Maintaining a buy rating, Sajal Dogra, an ******* yst at Rosenblatt, hiked the price target on Marvell to $300 from $240. According to Thefly.com, Rosenblatt believes the company will report "another beat-and-raise" quarter when it announces second-quarter 2027 financial results on Thursday.
The second price target hike comes from Susquehanna, which raised its target to $265 from $230 while maintaining a positive rating on the stock. Thefly.com reported that Susquehanna also expects Marvell to upwardly revise its fiscal 2027 target for Inphi, believing Inphi's momentum will be sustained by continued growth in AI networking.
#susquehanna
2 months ago
According to Rosenblatt's Scott Devitt, Amazon (NASDAQ:AMZN)'s leading position in artificial intelligence remains underappreciated. This bold claim was made in a recent research note on August 19, where Devitt initiated coverage on the stock with a $335 price target.
The firm anticipates AWS to exit 2026 at a 45% growth rate, compared with the Street's 38% expectations. The firm further noted that AWS is seen on a path to $335 billion by 2028.
The AWS acceleration claim is supported by recent numbers. AWS growth has climbed for five consecutive quarters, from 17% in Q2 2025 to 37% in Q2 2026. This strengthens the argument that AI demand is adding another growth cycle. Amazon's Q2 fiscal 2026 results filed July 30, 2026 also showed AWS accelerating to $42.23 billion, its fastest pace in 18 quarters. AWS backlog, meanwhile, stood at $496 billion, growing triple digits year-over-year. The company's AI and Chips businesses also each cleared $25 billion annualized run rates in Q2 with triple-digit growth.
AWS's 37% growth may be the best it has gained in years, but it is still the slowest of the Big Three hyperscalers. Google Cloud grew 82%, Azure grew 43%, while AWS grew 37%. AWS grew at less than half the pace of Alphabet Inc.'s (NASDAQ:GOOGL) Google Cloud unit, and also trailed behind Microsoft's Azure.
Google Cloud's 82% growth is not a one-quarter spike, rather, the unit also witnessed growth of 63% year-over-year in the first quarter of 2026. For Azure, Microsoft Corporation (NASDAQ:MSFT) only posts the growth rate, and revenue for the full fiscal 2026 cross $100 billion, putting it behind AWS and ahead of Google Cloud. Looking at the growth percentages, it seems that AWS is the laggard of the three. However, AWS brings in far more revenue overall. It brought $42.2 billion in revenue last quarter, putting it on a $169 billion annualized run rate. This makes AWS larger in size, and its also adding more actual dollars in revenue than Google Cloud each quarter because of its much larger base.
#billion #NASDAQ #grew #azure
The firm anticipates AWS to exit 2026 at a 45% growth rate, compared with the Street's 38% expectations. The firm further noted that AWS is seen on a path to $335 billion by 2028.
The AWS acceleration claim is supported by recent numbers. AWS growth has climbed for five consecutive quarters, from 17% in Q2 2025 to 37% in Q2 2026. This strengthens the argument that AI demand is adding another growth cycle. Amazon's Q2 fiscal 2026 results filed July 30, 2026 also showed AWS accelerating to $42.23 billion, its fastest pace in 18 quarters. AWS backlog, meanwhile, stood at $496 billion, growing triple digits year-over-year. The company's AI and Chips businesses also each cleared $25 billion annualized run rates in Q2 with triple-digit growth.
AWS's 37% growth may be the best it has gained in years, but it is still the slowest of the Big Three hyperscalers. Google Cloud grew 82%, Azure grew 43%, while AWS grew 37%. AWS grew at less than half the pace of Alphabet Inc.'s (NASDAQ:GOOGL) Google Cloud unit, and also trailed behind Microsoft's Azure.
Google Cloud's 82% growth is not a one-quarter spike, rather, the unit also witnessed growth of 63% year-over-year in the first quarter of 2026. For Azure, Microsoft Corporation (NASDAQ:MSFT) only posts the growth rate, and revenue for the full fiscal 2026 cross $100 billion, putting it behind AWS and ahead of Google Cloud. Looking at the growth percentages, it seems that AWS is the laggard of the three. However, AWS brings in far more revenue overall. It brought $42.2 billion in revenue last quarter, putting it on a $169 billion annualized run rate. This makes AWS larger in size, and its also adding more actual dollars in revenue than Google Cloud each quarter because of its much larger base.
#billion #NASDAQ #grew #azure
3 months ago
Shares of Micron Technology and Sandisk have clocked phenomenal returns over the past year, primarily due to the mission-critical role of the memory chips produced by them for running artificial intelligence (AI) workloads in data centers.
Faster memory chips and larger storage help solve a key bottleneck in AI data centers by enabling the rapid transport of large volumes of data to data center accelerators. As a result, accelerator chips, such as graphics cards and custom processors, don't have to sit idle and waste energy. However, a closer look at the AI infrastructure ecosystem makes it clear that memory isn't the only bottleneck impeding accelerator performance.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The rapid transport of data has created an incredible demand for optical networking components, which use light to quickly transmit massive amounts of data over long distances via fiber-optic cables. Investment banking and brokerage firm Rosenblatt Securities estimates that optical component companies could increase production capacity by 12x between 2025 and 2030.
However, even that won't be enough to meet the booming demand for optical components. Rosenblatt predicts that supply will trail demand by 50% in 2030 despite the massive increase in production through the end of the decade. This explains why optical and photonics components supplier Lumentum Holdings (NASDAQ: LITE) has been experiencing incredible growth in revenue and earnings.
#signal #chips #demand #components
Faster memory chips and larger storage help solve a key bottleneck in AI data centers by enabling the rapid transport of large volumes of data to data center accelerators. As a result, accelerator chips, such as graphics cards and custom processors, don't have to sit idle and waste energy. However, a closer look at the AI infrastructure ecosystem makes it clear that memory isn't the only bottleneck impeding accelerator performance.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The rapid transport of data has created an incredible demand for optical networking components, which use light to quickly transmit massive amounts of data over long distances via fiber-optic cables. Investment banking and brokerage firm Rosenblatt Securities estimates that optical component companies could increase production capacity by 12x between 2025 and 2030.
However, even that won't be enough to meet the booming demand for optical components. Rosenblatt predicts that supply will trail demand by 50% in 2030 despite the massive increase in production through the end of the decade. This explains why optical and photonics components supplier Lumentum Holdings (NASDAQ: LITE) has been experiencing incredible growth in revenue and earnings.
#signal #chips #demand #components
3 months ago
Gemini ***** e Station (NASDAQ: GEMI) stock is selling off in Monday's trading. The company's share price was down 9.1% as of 11:30 a.m. ET and had been off as much as 13.8% earlier in the session.
Gemini stock is losing ground today in response to a slew of downward price target revisions from ***** ysts. As of this writing, the company's share price has fallen roughly 64.5% year to date.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investment firms weighed in with new coverage on Gemini ***** e Station stock today, and each newly published note delivered a downward price target revision. Rosenblatt lowered its price target from $9 per share to $6 per share, Mizuho lowered its target from $8 per share to $7 per share, Needham lowered its target from $8 per share to $6 per share, and Goldman Sachs lowered its target from $4 per share to $3.50 per share.
Rosenblatt, Mizuho, and Needham each reiterated the equivalent of a buy rating on the stock, but each firm issued a significant downward adjustment for its valuation forecast. Meanwhile, Goldman maintained its sell rating on Gemini.
#lowered
Gemini stock is losing ground today in response to a slew of downward price target revisions from ***** ysts. As of this writing, the company's share price has fallen roughly 64.5% year to date.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investment firms weighed in with new coverage on Gemini ***** e Station stock today, and each newly published note delivered a downward price target revision. Rosenblatt lowered its price target from $9 per share to $6 per share, Mizuho lowered its target from $8 per share to $7 per share, Needham lowered its target from $8 per share to $6 per share, and Goldman Sachs lowered its target from $4 per share to $3.50 per share.
Rosenblatt, Mizuho, and Needham each reiterated the equivalent of a buy rating on the stock, but each firm issued a significant downward adjustment for its valuation forecast. Meanwhile, Goldman maintained its sell rating on Gemini.
#lowered
3 months ago
Jets reveal good news amid 2-3 week injury update for Breece Hall originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The New York Jets saw Breece Hall go down at practice on Monday, and there was some real concern, as it was seemingly a non-contact injury for the star running back.
Fortunately, it wasn't a season-ending issue, as Hall injured his groin, and the reporting from the Jets wasn't a huge concern. He'll miss time, but not a lot of it.
According to Zack Rosenblatt of The Athletic, the latest update revealed his timeline, with Hall set to miss 2-3 weeks. But, most importantly, he'll be ready for the regular-season opener.
"Breece Hall will be out 2-3 weeks and will be ready for the regular season, Aaron Glenn said," Rosenblatt reported.
#Jets #season
The New York Jets saw Breece Hall go down at practice on Monday, and there was some real concern, as it was seemingly a non-contact injury for the star running back.
Fortunately, it wasn't a season-ending issue, as Hall injured his groin, and the reporting from the Jets wasn't a huge concern. He'll miss time, but not a lot of it.
According to Zack Rosenblatt of The Athletic, the latest update revealed his timeline, with Hall set to miss 2-3 weeks. But, most importantly, he'll be ready for the regular-season opener.
"Breece Hall will be out 2-3 weeks and will be ready for the regular season, Aaron Glenn said," Rosenblatt reported.
#Jets #season
3 months ago
It's hard to toss a rookie onto the field with an entire roster's worth of NFL veterans and have them emerge looking like the best player out of the bunch. But that's reportedly been the case for New York Jets defensive end David Bailey this preseason, and it continued on Tuesday.
Zack Rosenblatt, who serves as a senior writer with The Athletic covering the New York Jets and the NFL at large, was in attendance at the joint practice session between the Jets and Buccaneers on Tuesday and reported that "there's an argument" that Bailey was the best player on the field across both teams. He also showered Bailey with some lofty praise after watching him throughout the preseason so far.
"I've been covering the Jets for five seasons, and the NFL for nine. In that time I'm not sure I've seen a rookie that was appointment viewing quite like Bailey," reported Rosenblatt.
Bailey was the second overall pick in the 2026 NFL Draft after being named a unanimous All-American and the Big 12 Defensive Lineman of the Year during his senior season at Texas Tech in 2025. He recorded 52 tackles (19.5 TFL), 14.5 sacks, three pass deflections, and three forced fumbles while anchoring a Red Raiders defense that made a run to the College Football Playoff.
For a Jets team that needs answers fast in Aaron Glenn's second season in charge of the program, a player of Bailey's caliber could go a long way in helping the team get turned around from their troubles last season. And early in camp, he could live up to that hype and make a major impact as a rookie. And if Rosenblatt is correct, Bailey might not just make an outsized impact, but end up being one of the best rookies we've seen this decade in the NFL.
#player #season #tuesday #i 've
Zack Rosenblatt, who serves as a senior writer with The Athletic covering the New York Jets and the NFL at large, was in attendance at the joint practice session between the Jets and Buccaneers on Tuesday and reported that "there's an argument" that Bailey was the best player on the field across both teams. He also showered Bailey with some lofty praise after watching him throughout the preseason so far.
"I've been covering the Jets for five seasons, and the NFL for nine. In that time I'm not sure I've seen a rookie that was appointment viewing quite like Bailey," reported Rosenblatt.
Bailey was the second overall pick in the 2026 NFL Draft after being named a unanimous All-American and the Big 12 Defensive Lineman of the Year during his senior season at Texas Tech in 2025. He recorded 52 tackles (19.5 TFL), 14.5 sacks, three pass deflections, and three forced fumbles while anchoring a Red Raiders defense that made a run to the College Football Playoff.
For a Jets team that needs answers fast in Aaron Glenn's second season in charge of the program, a player of Bailey's caliber could go a long way in helping the team get turned around from their troubles last season. And early in camp, he could live up to that hype and make a major impact as a rookie. And if Rosenblatt is correct, Bailey might not just make an outsized impact, but end up being one of the best rookies we've seen this decade in the NFL.
#player #season #tuesday #i 've
3 months ago
Meta's Q2 EPS missed by 14% and free cash flow collapsed 91%, yet 55 of 62 covering **** ysts still hold Buy ratings.
$META bulls like Rosenblatt's Barton Crockett target $1,000+, built on Llama monetization and AI-driven ad gains, while $GOOGL compounds with less margin damage.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Meta Platforms (NASDAQ:META) trades near $587.94, while the average Wall Street 12-month price target sits at $768.58. That works out to an implied upside of roughly 31.84%.
Meta owns the world's largest social advertising business, and its AI infrastructure buildout has become the dominant narrative on Wall Street. Several bulls anchor 12-month targets above $1,000, delivering roughly 70% in gains from here.
#free #Bulls #target #barton
$META bulls like Rosenblatt's Barton Crockett target $1,000+, built on Llama monetization and AI-driven ad gains, while $GOOGL compounds with less margin damage.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Meta Platforms (NASDAQ:META) trades near $587.94, while the average Wall Street 12-month price target sits at $768.58. That works out to an implied upside of roughly 31.84%.
Meta owns the world's largest social advertising business, and its AI infrastructure buildout has become the dominant narrative on Wall Street. Several bulls anchor 12-month targets above $1,000, delivering roughly 70% in gains from here.
#free #Bulls #target #barton
3 months ago
Wall Street has not been shy about backing Advanced Micro Devices (AMD) lately, and two prominent **** ysts have just added even more fuel to the fire. Rosenblatt **** yst Kevin Cassidy raised his price target on AMD stock ahead of the company's Advancing Artificial Intelligence (AI) event on Wednesday, July 22 and Thursday, July 23, calling it his firm's top semiconductor pick.
Cassidy believes Advanced Micro's momentum has plenty of room to run. He expects revenue from Extended Performance Yield Computing (EPYC) server CPUs to surge more than 70% year-over-year (YOY) while generating margins comfortably above the company average.
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Cassidy believes Advanced Micro's momentum has plenty of room to run. He expects revenue from Extended Performance Yield Computing (EPYC) server CPUs to surge more than 70% year-over-year (YOY) while generating margins comfortably above the company average.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #street
4 months ago
What happened: Semiconductor stocks jumped on Monday in early trading, recovering from a rout that left the PHLX Semiconductor Index (^SOX) down more than 9% last week.
AI chip heavyweight Nvidia (NVDA) rose more than 2%, while AMD (AMD) jumped 4% on ****** yst price target calls. Broadcom (AVGO) and Intel (INTC) also gained on Monday. Marvell (MRVL) and Qualcomm (QCOM) rose as well, reversing Friday's losses.
Memory and storage leaders Micron Technology (MU) and SK Hynix (SKHY), meanwhile, jumped 5%. Highflier Sandisk (SNDK) gained more than 3%. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) edged higher.
What's behind the move: Chipmaker AMD was selected as a "top pick" by Rosenblatt, which raised its price target on the stock to $665 from $490. UBS ****** ysts also raised their price target on the stock to $700, maintaining a Buy rating ahead of the chipmaker's annual AI conference this week.
Despite the semiconductor pullback, Wall Street sees the AI trade intact with the semiconductor index 20% decline over the past month signaling "a positioning unwind following a 90% year-to-date rally," according to UBS ****** ysts.
AI chip heavyweight Nvidia (NVDA) rose more than 2%, while AMD (AMD) jumped 4% on ****** yst price target calls. Broadcom (AVGO) and Intel (INTC) also gained on Monday. Marvell (MRVL) and Qualcomm (QCOM) rose as well, reversing Friday's losses.
Memory and storage leaders Micron Technology (MU) and SK Hynix (SKHY), meanwhile, jumped 5%. Highflier Sandisk (SNDK) gained more than 3%. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) edged higher.
What's behind the move: Chipmaker AMD was selected as a "top pick" by Rosenblatt, which raised its price target on the stock to $665 from $490. UBS ****** ysts also raised their price target on the stock to $700, maintaining a Buy rating ahead of the chipmaker's annual AI conference this week.
Despite the semiconductor pullback, Wall Street sees the AI trade intact with the semiconductor index 20% decline over the past month signaling "a positioning unwind following a 90% year-to-date rally," according to UBS ****** ysts.
4 months ago
Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 144.7%.
On June 21, Rosenblatt Securities ****** yst Michael Genovese reiterated a Buy rating and maintained a $220 price target. The firm's documented thesis has centered on Amazon-related 800G revenue, potential Oracle qualifications and a product mix spanning 100G, 400G, 800G and 1.6T connectivity. That view is supported by more than $324 million of reported orders for 800G and 1.6T products tied to hyperscale demand. That backlog makes execution the focus. Orders and customer qualifications must convert into shipments, while higher volumes need to improve profitability and cash flow. AAOI's vertically integrated manufacturing model can help with cost and supply control, yet rapid capacity expansion creates its own operational burden.
Customer concentration is another important consideration, as a delayed qualification or a changed deployment schedule can materially affect results. Rosenblatt's reiteration indicates confidence in the optical ramp, while the order base provides a measurable benchmark for subsequent delivery.
Applied Optoelectronics, Inc. (NASDAQ:AAOI) designs and manufactures optical networking products, including lasers, transceivers and related equipment for internet data centers, cable television networks, telecommunications and fiber-access markets.
While we acknowledge the risk and potential of AAOI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAOI and that has 10,000% upside potential, check out our report about the cheapest AI stock.
On June 21, Rosenblatt Securities ****** yst Michael Genovese reiterated a Buy rating and maintained a $220 price target. The firm's documented thesis has centered on Amazon-related 800G revenue, potential Oracle qualifications and a product mix spanning 100G, 400G, 800G and 1.6T connectivity. That view is supported by more than $324 million of reported orders for 800G and 1.6T products tied to hyperscale demand. That backlog makes execution the focus. Orders and customer qualifications must convert into shipments, while higher volumes need to improve profitability and cash flow. AAOI's vertically integrated manufacturing model can help with cost and supply control, yet rapid capacity expansion creates its own operational burden.
Customer concentration is another important consideration, as a delayed qualification or a changed deployment schedule can materially affect results. Rosenblatt's reiteration indicates confidence in the optical ramp, while the order base provides a measurable benchmark for subsequent delivery.
Applied Optoelectronics, Inc. (NASDAQ:AAOI) designs and manufactures optical networking products, including lasers, transceivers and related equipment for internet data centers, cable television networks, telecommunications and fiber-access markets.
While we acknowledge the risk and potential of AAOI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAOI and that has 10,000% upside potential, check out our report about the cheapest AI stock.
4 months ago
With a 5-year EPS growth forecasted at 37.61%, Calix, Inc. (NYSE:CALX) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term.
On June 25, Calix, Inc. (NYSE:CALX) announced that Velocity Network is investing in Calix Agent Workforce Cloud on the AI-native Calix One platform to accelerate revenue growth while reducing operational expenses. Building on its success in serving residential and business customers through differentiated subscriber experiences, Velocity Network is also deploying SmartMDU to further expand its market reach and support continued growth.
On June 10, Rosenblatt ******* yst Mike Genovese reiterated a Buy rating on Calix, Inc. (NYSE:CALX) with a $70 price target following discussions with management. The firm believes growing customer adoption of the Calix One platform will continue to drive remaining performance obligations and support future revenue growth. Rosenblatt also noted that increasing interest in broadband services, partly driven by the anticipated ******* eX initial public offering and competitive dynamics in rural connectivity, is creating additional opportunities for Calix. The firm expects the company to maintain double-digit revenue growth and believes its remaining performance obligations and margins are likely to recover quickly following the recent share price weakness.
Founded in 1999 and headquartered in San Jose, California, Calix, Inc. (NYSE:CALX) provides cloud and AI-driven software platforms to broadband service providers. It acts as a cybersecurity stock by enabling these providers to deliver integrated, subscription-based security services that protect consumer and business networks directly at the subscriber's home or community Wi-Fi level.
While we acknowledge the potential of CALX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
On June 25, Calix, Inc. (NYSE:CALX) announced that Velocity Network is investing in Calix Agent Workforce Cloud on the AI-native Calix One platform to accelerate revenue growth while reducing operational expenses. Building on its success in serving residential and business customers through differentiated subscriber experiences, Velocity Network is also deploying SmartMDU to further expand its market reach and support continued growth.
On June 10, Rosenblatt ******* yst Mike Genovese reiterated a Buy rating on Calix, Inc. (NYSE:CALX) with a $70 price target following discussions with management. The firm believes growing customer adoption of the Calix One platform will continue to drive remaining performance obligations and support future revenue growth. Rosenblatt also noted that increasing interest in broadband services, partly driven by the anticipated ******* eX initial public offering and competitive dynamics in rural connectivity, is creating additional opportunities for Calix. The firm expects the company to maintain double-digit revenue growth and believes its remaining performance obligations and margins are likely to recover quickly following the recent share price weakness.
Founded in 1999 and headquartered in San Jose, California, Calix, Inc. (NYSE:CALX) provides cloud and AI-driven software platforms to broadband service providers. It acts as a cybersecurity stock by enabling these providers to deliver integrated, subscription-based security services that protect consumer and business networks directly at the subscriber's home or community Wi-Fi level.
While we acknowledge the potential of CALX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
4 months ago
Rosenblatt Securities **** yst Chris Brendler thinks the recent selloff in HPC-linked stocks was overdone, nodding his head to two former Bitcoin miners making the pivot into AI Galaxy Digital (NASDAQ: GLXY) and Cipher Digital (NASDAQ: CIFR).
GLXY had fallen 22% over the prior two weeks while CIFR dropped 13%, at time of the notes publication on July 2. As of press time, GLXY and CIFR are down on the day, trading hands at $25.14 and $20.98 respectively.
The selloff intensified after Bloomberg reported on July 1 that Meta Platforms was building a cloud operation aimed at outside customers, with AI compute capacity and models part of the plan. The move raised concern that Meta could become a competitor in the neocloud stack alongside its role as a customer. CoreWeave-linked names bore the brunt of the selling, with CoreWeave itself falling nearly 14% that day.
Brendler dismissed the fear. "We view this reaction as overdone," he wrote, adding that the firm does not view the Meta news "as a negative demand signal." He pointed to Rosenblatt colleague John McPeake's **** sment that the Meta story appeared company-specific, driven by the social media giant's need to justify large capital expenditure, with no indication of a shift in contracted demand.
AI and Bitcoin's daily show: Subscribe to the Blockspace Podcast here, on Apple, Spotify, or anywhere you listen to podcasts.
GLXY had fallen 22% over the prior two weeks while CIFR dropped 13%, at time of the notes publication on July 2. As of press time, GLXY and CIFR are down on the day, trading hands at $25.14 and $20.98 respectively.
The selloff intensified after Bloomberg reported on July 1 that Meta Platforms was building a cloud operation aimed at outside customers, with AI compute capacity and models part of the plan. The move raised concern that Meta could become a competitor in the neocloud stack alongside its role as a customer. CoreWeave-linked names bore the brunt of the selling, with CoreWeave itself falling nearly 14% that day.
Brendler dismissed the fear. "We view this reaction as overdone," he wrote, adding that the firm does not view the Meta news "as a negative demand signal." He pointed to Rosenblatt colleague John McPeake's **** sment that the Meta story appeared company-specific, driven by the social media giant's need to justify large capital expenditure, with no indication of a shift in contracted demand.
AI and Bitcoin's daily show: Subscribe to the Blockspace Podcast here, on Apple, Spotify, or anywhere you listen to podcasts.
4 months ago
Ambarella, Inc. (NASDAQ:AMBA) is one of the best robotics stocks to buy. On May 29, Rosenblatt reiterated a Buy rating on Ambarella (NASDAQ:AMBA) with a $120 price target. The firm remains bullish as the use of AI models at the network edge is increasingly fueling demand for the company's CV SoC platforms.
The company has already inked a 10-year deal with Hanwha Group for multiple AI SoC platforms. The agreement paves the way for the sourcing and co-development of Ambarella edge AI technology across Hanwha product lines and industries. The agreement has the potential to generate $800 million in potential revenues.
The agreement comes as Ambarella's 5nm, 4nm, and soon-to-be-2nm AI SoC technology is poised for energy-efficient, high-performance applications. They are also well-suited for edge applications, from robotics to telematics.
Meanwhile, on June 17, Northland reiterated an Outperform rating on Ambarella and a $101 price target, impressed by the company's prospects in artificial intelligence applications.
Ambarella, Inc. (NASDAQ:AMBA) designs low-power semiconductors and software for "edge" AI and computer vision. Their specialized chips process high-resolution video and sensor data in real-time on devices, enabling them to understand their surroundings without relying on the cloud.
The company has already inked a 10-year deal with Hanwha Group for multiple AI SoC platforms. The agreement paves the way for the sourcing and co-development of Ambarella edge AI technology across Hanwha product lines and industries. The agreement has the potential to generate $800 million in potential revenues.
The agreement comes as Ambarella's 5nm, 4nm, and soon-to-be-2nm AI SoC technology is poised for energy-efficient, high-performance applications. They are also well-suited for edge applications, from robotics to telematics.
Meanwhile, on June 17, Northland reiterated an Outperform rating on Ambarella and a $101 price target, impressed by the company's prospects in artificial intelligence applications.
Ambarella, Inc. (NASDAQ:AMBA) designs low-power semiconductors and software for "edge" AI and computer vision. Their specialized chips process high-resolution video and sensor data in real-time on devices, enabling them to understand their surroundings without relying on the cloud.
4 months ago
Comcast Corp (NASDAQ:CMCSA) is one of the Top 10 Extreme Value Stocks To Buy Now. Comcast Corp (NASDAQ:CMCSA) is one of the top extreme value stocks to buy now. On June 30, Rosenblatt Securities upgraded the stock to Buy from its previous Neutral rating while also upgrading the price target from $24 to $31. The rating upgrade follows the company's surprise announcement that it plans to spin off NBCUniversal into a separate publicly traded company. The firm believes that investor concerns about Comcast's cable business are beginning to ease, as fears about increasing competition from ******* eX appear overstated.
Moreover, the company is planning to offer more affordable and consumer-friendly packages, a strategy that could strengthen its position in an increasingly competitive market. The ******* ysts also believe that considering the stock is down more than 50% in five years, even a slight positive change in media sentiment could bring about a rally in the stock's price.
"We see that with the spin, which propels NBCU to a future where it could become subject to WB-style merger fervor at some point. Meanwhile, sentiment for the cable business has probably bottomed, with ******* eX competition fears overdone, and a pivot to lower-priced, more favorable packages for consumers comped in 2H26, setting the stage for a return to growth."
Further supporting the bullish sentiment, Deutsche Bank ******* yst Bryan Kraft also upgraded Comcast Corp (NASDAQ:CMCSA) to a Buy rating from Hold. Even though he adjusted his price target lower from $34 to $32, it still offers 34% upside from here on.
Comcast Corp (NASDAQ:CMCSA) operates as a media and technology company worldwide. The company operates in a number of segments, including Residential Connectivity & Platform, Business Services Connectivity, Media, Studios, and Theme Parks. The company was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.
Moreover, the company is planning to offer more affordable and consumer-friendly packages, a strategy that could strengthen its position in an increasingly competitive market. The ******* ysts also believe that considering the stock is down more than 50% in five years, even a slight positive change in media sentiment could bring about a rally in the stock's price.
"We see that with the spin, which propels NBCU to a future where it could become subject to WB-style merger fervor at some point. Meanwhile, sentiment for the cable business has probably bottomed, with ******* eX competition fears overdone, and a pivot to lower-priced, more favorable packages for consumers comped in 2H26, setting the stage for a return to growth."
Further supporting the bullish sentiment, Deutsche Bank ******* yst Bryan Kraft also upgraded Comcast Corp (NASDAQ:CMCSA) to a Buy rating from Hold. Even though he adjusted his price target lower from $34 to $32, it still offers 34% upside from here on.
Comcast Corp (NASDAQ:CMCSA) operates as a media and technology company worldwide. The company operates in a number of segments, including Residential Connectivity & Platform, Business Services Connectivity, Media, Studios, and Theme Parks. The company was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.
4 months ago
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the best trending AI stocks to watch in 2026. In collaboration with Amazon Web Services (AWS), CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced on June 17 new AI, cloud, and Next-Gen SIEM innovations that allow organizations to securely build, deploy, and operate AI applications and cloud workloads on AWS. Management further stated that the company is expanding CrowdStrike Falcon® AI Detection and Response (AIDR) capabilities on AWS, which helps organizations identify and mitigate AI runtime risks across AI applications built with AWS technologies. These include Kiro, Amazon Bedrock, and Strands Agents. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) also announced the expansion of the CrowdStrike Falcon® platform availability in AWS Marketplace, with new 30-day free trials for CrowdStrike Falcon® Cloud Security, CrowdStrike Falcon® Next-Gen SIEM, and CrowdStrike Falcon® Endpoint Security on a pay-as-you-go basis.
In a separate development, Rosenblatt lifted the price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $825 from $640 on June 4 and maintained a Buy rating on the shares. The rating update came after what the firm called an "outstanding" fiscal Q1 earnings report.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) offers cybersecurity services and products to prevent breaches. Its offerings include cloud-delivered protection across endpoints, threat hunting, managed security services, IT operations management, log management, and more.
While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In a separate development, Rosenblatt lifted the price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $825 from $640 on June 4 and maintained a Buy rating on the shares. The rating update came after what the firm called an "outstanding" fiscal Q1 earnings report.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) offers cybersecurity services and products to prevent breaches. Its offerings include cloud-delivered protection across endpoints, threat hunting, managed security services, IT operations management, log management, and more.
While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
4 months ago
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the best trending AI stocks to watch in 2026. In collaboration with Amazon Web Services (AWS), CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced on June 17 new AI, cloud, and Next-Gen SIEM innovations that allow organizations to securely build, deploy, and operate AI applications and cloud workloads on AWS. Management further stated that the company is expanding CrowdStrike Falcon® AI Detection and Response (AIDR) capabilities on AWS, which helps organizations identify and mitigate AI runtime risks across AI applications built with AWS technologies. These include Kiro, Amazon Bedrock, and Strands Agents. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) also announced the expansion of the CrowdStrike Falcon® platform availability in AWS Marketplace, with new 30-day free trials for CrowdStrike Falcon® Cloud Security, CrowdStrike Falcon® Next-Gen SIEM, and CrowdStrike Falcon® Endpoint Security on a pay-as-you-go basis.
In a separate development, Rosenblatt lifted the price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $825 from $640 on June 4 and maintained a Buy rating on the shares. The rating update came after what the firm called an "outstanding" fiscal Q1 earnings report.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) offers cybersecurity services and products to prevent breaches. Its offerings include cloud-delivered protection across endpoints, threat hunting, managed security services, IT operations management, log management, and more.
While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In a separate development, Rosenblatt lifted the price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $825 from $640 on June 4 and maintained a Buy rating on the shares. The rating update came after what the firm called an "outstanding" fiscal Q1 earnings report.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) offers cybersecurity services and products to prevent breaches. Its offerings include cloud-delivered protection across endpoints, threat hunting, managed security services, IT operations management, log management, and more.
While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
5 months ago
Palantir Technologies Inc. (NASDAQ:PLTR) is among the stocks with the best earnings growth for the next 3 years. On June 16, Wolfe Research upgraded Palantir Technologies Inc. (NASDAQ:PLTR) to Peer Perform from Underperform after resuming coverage. According to the firm, the company's AI platform, ontology, and forward-deployed engineers provide a strong foundation to turn AI interest into "scaled enterprise adoption."
The company's current valuation already reflects much of its strengthened growth and margin outlook, the firm **** erted, adding that Palantir Technologies Inc. (NASDAQ:PLTR) has one of the strongest product-market fits today. With the largest and fastest growth rates, the company is well-positioned as one of the strongest applied enterprise AI software companies in the industry.
cellanr, CC BY-SA 2.0 , via Wikimedia Commons
Back on June 5, Rosenblatt reaffirmed a Buy rating and a price target of $225 on Palantir Technologies Inc. (NASDAQ:PLTR). This comes after the company's AIPCon 10 event, at which management announced several customer engagements and an expanded partnership with Google Cloud. According to the firm, the company appears as one of the most crucial components of the enterprise AI value chain. Thus, making it one of the stocks with the best earnings growth for the next 3 years.
Palantir Technologies Inc. (NASDAQ:PLTR), incorporated in 2003, is a Florida-based software platform provider for the intelligence community, supporting counterterrorism investigations and operations.
The company's current valuation already reflects much of its strengthened growth and margin outlook, the firm **** erted, adding that Palantir Technologies Inc. (NASDAQ:PLTR) has one of the strongest product-market fits today. With the largest and fastest growth rates, the company is well-positioned as one of the strongest applied enterprise AI software companies in the industry.
cellanr, CC BY-SA 2.0 , via Wikimedia Commons
Back on June 5, Rosenblatt reaffirmed a Buy rating and a price target of $225 on Palantir Technologies Inc. (NASDAQ:PLTR). This comes after the company's AIPCon 10 event, at which management announced several customer engagements and an expanded partnership with Google Cloud. According to the firm, the company appears as one of the most crucial components of the enterprise AI value chain. Thus, making it one of the stocks with the best earnings growth for the next 3 years.
Palantir Technologies Inc. (NASDAQ:PLTR), incorporated in 2003, is a Florida-based software platform provider for the intelligence community, supporting counterterrorism investigations and operations.
11 months ago
Rosenblatt Securities lowered price targets and financial estimates for several Bitcoin mining companies Friday, citing a sharp decline in mining profitability that highlights the growing importance of high-performance computing (HPC) revenue.
The investment firm reiterated Buy ratings for Cipher Mining (NASDAQ: CIFR), TeraWulf (NASDAQ: WULF), and Hut 8 (NASDAQ: HUT), favoring companies that are actively diversifying into AI and computing power. ******* yst Chris Brendler noted that while pure-play Bitcoin mining remains under pressure due to “stubbornly high network competition,” the impact
The investment firm reiterated Buy ratings for Cipher Mining (NASDAQ: CIFR), TeraWulf (NASDAQ: WULF), and Hut 8 (NASDAQ: HUT), favoring companies that are actively diversifying into AI and computing power. ******* yst Chris Brendler noted that while pure-play Bitcoin mining remains under pressure due to “stubbornly high network competition,” the impact
