Latest news with #US1List
Yahoo
19-07-2025
- Business
- Yahoo
Jefferies Lifts Amazon (AMZN) Price Target to $265, Sees Revenue and Margin Upside
Inc. (NASDAQ:) is one of the . Jefferies reiterated the stock as 'Buy' and raised its price target on Amazon to $265 per share from $255. The firm is confident that Amazon's revenues will stay strong and that profit margins will improve in the second quarter. 'We see resilient revs and potential margin upside in Q2.' In other news, BofA Securities analysts removed Amazon (AMZN) from its prestigious US 1 List on the same day. The US 1 List pinpoints the firm's top investment ideas. Despite being removed from the list, the financial institution has confirmed that the company will maintain its 'Buy' rating. The rating affirmation signifies that Amazon is still a strong contender in the market. Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. While we acknowledge the potential of AMZN 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: and Disclosure: None.
Yahoo
27-03-2025
- Business
- Yahoo
TD Cowen sees slower data center equipment purchasing as negative for Vertiv
TD Cowen analysts led by Michael Elias tell investors that the firm's channel checks at Nvidia's (NVDA) GTC event and DCD Connect indicate aggregate data center demand has increased year-over-year, despite more pervasive lease cancellations and deferrals by Microsoft (MSFT) than initially thought. The pullback from Microsoft has created an opportunity for both Google (GOOGL) and Meta (META) to backfill capacity, the firm says. Hyperscale redesigns for higher densities are driving slower DC equipment purchasing, which the firm views negatively for first half orders for Vertiv (VRT), TD added. Easily identify stocks' risks and opportunities. Discover stocks' market position with detailed competitor analyses. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on VRT: Disclaimer & DisclosureReport an Issue Vertiv falls -7.8% Vertiv price target lowered to $100 from $111 at Barclays Synchrony added to 'US 1 List' at BofA, three stocks removed Vertiv initiated with an Outperform at RBC Capital Vertiv Holdings call volume above normal and directionally bullish
