Micron Technology, Inc. (NASDAQ:MU) is one of the AI stocks currently on Wall Street’s radar. Intensifying DRAM shortages and sharp DDR5 pricing momentum have pushed memory stock Micron back into Wall Street’s spotlight, reshaping the outlook for the semiconductor memory market. On February 11, Morgan Stanley analyst Joseph Moore raised the price target on Micron Technology to $450.00 (from $350.00) while maintaining an “Overweight” rating. “As much as happened in the last 12 months in DRAM, we remain ex ...

Core Viewpoint - Tesla, Inc. is being recognized as a significant player in the AI sector, with a focus on long-term value tied to its evolution into a physical AI and platform-based company [1][5]. Group 1: Investment Strategy - Benchmark has identified 2026 as a pivotal investment year for Tesla, emphasizing the company's strategic shift towards reinvestment and platform development rather than immediate earnings optimization [2][3]. - Analyst Mickey Legg has reiterated a Buy rating on Tesla's stock with a price target of $475.00, reflecting confidence in the company's future growth [1][5]. Group 2: Financial Performance - Despite undergoing a strategic transition, Tesla's Q4 results demonstrated resilience in margins, growth in energy sectors, and strong cash generation [2]. - The outlook for 2026 suggests that increased spending will occur across areas such as autonomy, AI, robotics, and energy infrastructure, which could drive future growth [3]. Group 3: Market Position - Tesla is positioned as an automotive and clean energy company that utilizes advanced AI in its autonomous driving technology and robotics initiatives, highlighting its innovative edge in the market [5].

Apple Inc. (NASDAQ:AAPL) is one of the AI stocks currently on Wall Street’s radar. Apple’s AI roadmap is drawing in renewed scrutiny from Evercore ISI, with the research firm anticipating a delay in its Apple Intelligence 2.0 launch. On February 11, analyst Amit Daryanani reiterated an Outperform rating on the stock with a $330.00 price target. The firm noted that recent headwinds during the testing phase may lead Apple to delay the expected March launch of Apple Intelligence 2.0, an advanced phase of i ...

Core Viewpoint - NVIDIA Corporation is gaining momentum on Wall Street, supported by UBS's bullish stance and an increased price target of $245.00, up from $235.00, while maintaining a Buy rating [1]. Group 1: Earnings and Revenue Expectations - The company anticipates fiscal fourth-quarter revenue to reach approximately $67.5 billion, exceeding its guidance by about $2.5 billion [2]. - For fiscal Q1, revenue is projected to be near $76 billion, slightly above investor expectations of $74-75 billion [3]. Group 2: Market Position and Competitive Landscape - NVIDIA is expected to maintain its 75% gross margin guidance, despite investor concerns regarding margin sustainability due to competitive threats from Google and Broadcom's TPU [4]. - The management team appears frustrated with doubts surrounding growth and margin sustainability, indicating a positive earnings setup as the company approaches the GTC event [2][6]. Group 3: Product and Service Focus - NVIDIA specializes in AI-driven solutions, providing platforms for data centers, self-driving cars, robotics, and cloud services [6].

Core Viewpoint - Evercore ISI has increased the price target for Copa Holdings (CPA) to $185 from $160 while maintaining an Outperform rating following the company's Q4 report and dividend increase [1] Group 1 - The price target for Copa Holdings has been raised to $185, indicating a positive outlook for the company's stock [1] - The previous price target was $160, showing a significant upward adjustment [1] - The Outperform rating suggests that analysts expect the stock to perform better than the market average [1] Group 2 - The adjustment in price target follows the release of Copa Holdings' Q4 financial report, which likely contained favorable results [1] - The company has also announced a dividend increase, which may enhance shareholder value and attract more investors [1]

Group 1 - Wedbush analyst Scott Devitt lowered the price target on Pinterest (PINS) to $16 from $30, maintaining a Neutral rating on the shares [1] - Pinterest reported Q4 results that were below expectations, indicating a potential concern for investors [1] - For the next quarter, Pinterest anticipates revenue growth of 12.5% year-over-year at the midpoint, which is below Street estimates by 230 basis points [1] Group 2 - The adjusted EBITDA guidance for Pinterest is set at $166 million to $186 million, which is below initial expectations by $29 million at the midpoint [1]

Group 1 - Needham raised the price target on Applied Materials (AMAT) to $440 from $390 while maintaining a Buy rating on the shares [1] - The company reported a significant beat-and-raise quarter, which has been anticipated by investors for some time [1] - Management anticipates strong wafer fabrication equipment (WFE) growth to continue into 2027 [1]

Group 1 - TD Cowen lowered the price target on Waste Connections (WCN) to $200 from $210 while maintaining a Buy rating on the shares [1] - The firm noted that a fairly solid operational Q4 was offset by underwhelming 2026 guidance [1] - An 8% selloff in the stock price was deemed excessive by the firm [1]

Core Viewpoint - Wedbush analyst Scott Devitt has lowered the price target for TripAdvisor (TRIP) to $12 from $15 while maintaining a Neutral rating on the shares due to weak Q4 results [1] Financial Performance - TripAdvisor reported Q4 results that included revenue and adjusted EBITDA below expectations [1] - The company has realigned its financial results into new reportable segments, which removes intersegment eliminations that primarily represented revenues from affiliate marketing fees paid by Viator and TheFork [1]

Core Viewpoint - Evercore ISI has raised the price target for Crispr Therapeutics (CRSP) to $74 from $62, maintaining an Outperform rating, indicating strong momentum in the company's prospects [1]. Group 1: Price Target and Rating - The price target for Crispr Therapeutics has been increased to $74, reflecting a positive outlook [1]. - The previous price target was $62, showing a significant upward revision [1]. - The Outperform rating suggests that analysts expect the stock to perform better than the market average [1]. Group 2: Market Context - Vertex Pharmaceuticals' new guidance for Casgevy is described as "promising," contributing to the positive sentiment around Crispr Therapeutics [1]. - The analyst believes that the setup for Crispr appears even better than initially appreciated, indicating potential for further growth [1].