Investing.com – These are the biggest moves of analysts in the field of artificial intelligence (AI) for this week.
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Nvidia’s concern is “overblown” according to UBS
UBS analysts are still optimistic about Nvidia (Nasdaq 🙂 It looks in 2025, diminishing recent market concerns as “overblown”. While Nvidia’s shares remained relatively unchanged from the latest earning report, UBS is convinced that the company “will rise above the noise” with the upcoming strong results.
Investors’ concern is mostly focused on challenges in the supply chain and the introduction of Blackwell’s server racks, but UBS analysts reject these concerns.
“First, we believe that Blackwell chipsets/computer plates have increased, and the combination in the FQ4 (January) and FQ1 (April) goes to Blackwell very quickly and beyond Hopper,” they said in the note.
Analysts also highlighted Nvidia’s approach to recognition of revenue. “NVDA acknowledges revenue when OTMs/OEMs take over the title of computer panels.”
This is particularly relevant since the main hyperwelers exploit ODM working capital and, in some cases, ensure financing of supplies of supplies. UBS believes that this dynamics helps Nvidia in the management of complex supply chains.
As for the hardware, UBS admitted some problems, but he pointed to improvements, especially with the cartridges for the Amphenol (NYSE) concepts. While additional improvements are still needed in other components, the UBS’s team for Asia reported that the overall situation is constantly improved.
The delivery of the Blackwell regal system are also ongoing.
“We believe the delivery of the racks are already underway Hon Hai (TW 🙂 Confirming the quantitative delivery of the GB200 regal system that starts in the second half of January, ”analysts continued.
Apple’s shares have fallen this week after analysts have reduced grades
Apple Inc (NASDAQ 🙂 This week fell by more than 4% after the Wall Street analysts reduced the grades for a technological giant, signaling the bear’s chances ahead of the 2025 -year -old fiscal quarter.
Jefferies reduced its Apple’s shares on the Underperform with Hold on Monday, lowering the target price at $ 200.75 with $ 211.84.
The audit stems from the expectation that Apple will miss both earnings and targeted guidelines, encouraged by the poor sales of the iPhone and slower than expected by adopting artificial intelligence in the upcoming iPhone models.
Analysts predict that Apple will not fulfill their 5% revenue growth guidelines for the first quarter, with projections of only low -digit revenue growth in the second quarter – below consensus estimates.
Jefferies also revised its iPhone delivery forecast for the Q1 FY25, switching from 1% growth projection to a 2% drop, citing IDC data showing a 4% drop in the last year. The poor sales of iPhone in China and poor demand for ipada and macbooks globally further burden the odds.
Reducing rating also reflects concerns about Apple’s guidelines for the quarter in March, which analysts believe they could disappoint investors. Jefferies noticed that short -term prospects for AI in smartphones remain limited, and the survey shows that US consumers see low value in the features of AI smartphones.
Of course, Loop Capital also lowered Apple’s rating, lowering his rating on Hold with Buy. Loop analysts expect a “significant reduction in the iPhone demand” starting with the March quarter and worsening in the next quarters.
“Although the foundation of our structural call to buy from 7/15/24 could still materialize, now it remains unclear time, and this will certainly not be for the next nine months, given that we are at the top of 2.5 quarters materially softening for the iPhone demand for the iPhone ”, Ananda Baruah noticed analyst.
Wedbush raises the targeted price of the Tesla section to a new highest street
Meanwhile, Wedbusha analysts have raised the target price of Tesla Inc (Nasdaq 🙂 to $ 550, most of all on Wall Street, with $ 515. The upgrade reflects “growing trust” in Tesla’s chance of demand for delivery for 2025 and expected acceleration of autonomous and AI initiatives under Trump’s administration.
“Our time spent in conversation with many in Beltway in the last few weeks gives us increasing confidence that Trump’s White House will completely change the game ‘for the story of autonomy and artificial intelligence for Tesla and men in the coming years,” they said, “they said Wedbusha analysts led by Daniel Ives.
The company’s goal of $ 650 remains unchanged.
Wedbush estimates that Tesla’s artificial intelligence and autonomous technology can represent a market of $ 1 trillion, with the potential for a company estimate to reach $ 2 trillion by the end of 2025. These projections support a great deal of demand for delivery from China and expected positive comments during Tesla’s upcoming revenue invitation .
Analysts said their target price does not include any value of Tesla’s humanoid robot, Optimus, who they believe could become a “main catalyst for the Tesla story.”
They also emphasized that Tesla’s solution for independent driving (FSD) can achieve a penetration of over 50%, transforming the company’s financial model and significantly increasing margins.
“We believe that Tesla is still the most completed AI game in today’s market,” analysts said, emphasizing the increasing recognition of Tesla’s AI technology as a key contribution to its evaluation.
The key factor launched by the Wedbush’s positive position is Tesla’s strategic positioning under Trump’s administration. Analysts believe that the company is ready to benefit from a regulatory environment that is more favorable for autonomous development and development of artificial intelligence.
AI AgentForce could increase Salesforce shares: bofa
Bank of America analysts see further growth of Salesforce Inc (NYSE 🙂 This year, with the support of his new offer of artificial intelligence, agentforce, and improved consumption environment.
While the stock made strong gains of 98.5% in 2023 and 27.1% in 2024, analysts notice that it is still traded with discont in relation to competitors.
Salesforce is 19 times higher than an estimated free cash flow in the 2026 calendar (CY26), compared to 27 times higher for a growth group at a reasonable price (Garp), according to Bofa.
Despite the growth concerns about the slowdown of growth-they increased by 8% in the third quarter of the Fiscal year 2025 (FG25) compared to 18% in FG23-Bofa expects acceleration to 12-13% compared to the previous year to the second half of the FG26, stimulated ” 1) Better consumption environment and 2) Agentforce, ”said Analysts Brad Sills and Carly Liu.
Slowing of software consumption that began in mid -2022. Bofa makes comparisons with post -war trends, projecting an increase of 1 percentage point in Salesforce’s forecast of growth of remaining obligations according to success (CPA) of 10% at the beginning of 2025.
Agentforce is expected to also have a significant impact, potentially increasing the annual increase in subscription revenue by 2 percentage points in the second half of the FG26 according to optimistic projections.
S&P 500 ‘will flourish in 2025’ Thanks to encouraging artificial intelligence, says market research company
Earlier this week, Capital Economics Economic Research Company has reaffirmed its optimistic odds for 2025. After Donald Trump announced a joint investment of Stargate (JV), the initiative worth $ 500 billion over four years to build artificial intelligence infrastructure in the United States.
Key investors of common capital include softbank (Tyo :), which will ensure financing, opening, surgery, as well as Oracle (NYSE 🙂 and MGX, Abu Dhabi’s investment branch aimed at AI.
Trump described the venture as a “biggest AI infrastructure project in history”, with plans for directing investment in data centers, production of chips and power plants to strengthen the American ecosystem of AI.
Capital Economics emphasized the involvement of softbank based in Japan as a sign of Trump’s willingness to hire foreign allies in promoting US AI goals.
“It seems that the new president is much less than his predecessor interested in imposing control and balance in the spread of AL,” the company noted.
Trump also canceled the executive commands from Biden’s era, including the development of artificial intelligence and pure energy initiatives, signaling a more relaxed approach to the growth of artificial intelligence – even at the cost of greater relying on less environmentally friendly energy sources.
The Capital Economics bull’s attitude on S&P 500 is based on the expectation that the well -being of artificial intelligence will quickly materialize within the index, even if they need more time to penetrate the wider American economy.
The company retains its forecast that the index will reach 7000 by the end of 2025, with the support of the Trump of PRO PRO-AI policy.
“We do not see many signs that the demand for ali falls, which may be the biggest risk of our opinion. Indeed, plans to increase investment in Al suggest the opposite, ”the company added.
