According to Wells Fargo’s senior equity analyst Aaron Rakers, the semiconductor industry is poised to grow to one trillion dollars in revenue in 2026. This is up 29% year-on-year, followed by another year of double-digit expansion in 2027. “I think we’re still seeing that we’re moving from a heavy AI training investment cycle to inferencing starting to proliferate, and that’s carrying the chip sector,” said Rakers, in an interview with CNBC TV. In the CNBC interview, Rakers pointed to strong quarterly resu ...

Jefferies sets a price target of $262 for NASDAQ:TEAM, indicating a potential upside of approximately 96%.Recent insider sales by key executives, including a sale of 7,665 shares by both the CEO and a Director, raise questions about the stock's future.Despite a significant drop from its peak, the stock's active trading volume and current market capitalization of $33.7 billion suggest investor interest remains high.Atlassian Corporation PLC, trading under the symbol NASDAQ:TEAM, is a leading provider of team ...

Core Idea - Certain Wall Street analysts view CoreWeave and Atlassian as significantly undervalued stocks in the context of the growing artificial intelligence (AI) sector, which is projected to see substantial growth in spending and economic impact [1][2]. CoreWeave - CoreWeave is recognized as a leader in the AI cloud services sector, specifically designed to support AI workloads, and has been ranked above major competitors like Amazon and Microsoft by SemiAnalysis [4][5]. - The stock has experienced a decline of 53% from its peak due to concerns over the sustainability of the AI boom and the company's substantial debt incurred for data center construction [5]. - Wall Street estimates indicate that CoreWeave's revenue is expected to grow at an annual rate of 94% through 2027, making its current valuation of 8.4 times sales appear attractive if profitability is achieved [6]. - Analysts have set a target price of $180 per share for CoreWeave, suggesting a potential upside of 105% from its current price of $88 [8]. Atlassian - Atlassian specializes in work management and collaboration software for both technical and non-technical teams, and has been recognized as a leader in DevOps and collaborative work management software by Gartner [9][10]. - The company has adopted a unique sales strategy that emphasizes self-service and word-of-mouth, allowing for greater investment in research and development compared to competitors [10]. - Atlassian's stock has fallen 57% from its high, driven by concerns that demand for DevOps tools may decline as AI coding tools gain popularity; however, analysts argue that AI will actually increase the demand for DevOps software due to productivity improvements [12]. - Wall Street forecasts adjusted earnings for Atlassian to grow at 22% annually through June 2027, making its current valuation of 35 times earnings reasonable, with a median target price of $230 per share implying a 65% upside from the current price of $139 [13].

The Atlassian stock price continued its strong downward spiral this week, reaching its lowest level since August 2024. TEAM has plunged by 72% from its highest level in 2021 and by 57% from its 2025 highs. This crash has brought its market capitalization down from over $124 billion to $36 billion today. Atlassian stock has crashed amid growth concerns Copy link to section TEAM stock price has crashed as concerns about its growth trajectory continued amid the ongoing AI boom. The average estimate is that the ...

VANCOUVER, BC, Jan. 14, 2026 /PRNewswire/ - Century Lithium Corp. (TSXV: LCE) (OTCQX: CYDVF) (Frankfurt: C1Z) ("Century Lithium" or "the Company") is pleased to announce the appointment of Cormac O'Laoire, PhD, as Strategic Advisor to Century Lithium. "Cormac brings extensive experience across the lithium-ion battery ecosystem and a practical understanding of how lithium projects integrate into the global battery supply chain," said Bill Willoughby, President and Chief Executive Officer of Century Lithium. ...

Core Viewpoint - Atlassian Corporation (NASDAQ:TEAM) has experienced a significant decline, being the third worst performer in the Nasdaq-100, down over 33% due to the impact of AI on the enterprise software sector [1]. Group 1: Company Performance - Atlassian is a collaboration software company that connects teams and streamlines workflows [2]. - The decline in Atlassian's stock is attributed to the rise of AI, which allows companies to develop software in-house, reducing the need for external collaboration tools [1]. - The efficiency gains from AI may lead customers to require fewer user licenses, further impacting Atlassian's revenue model [1]. Group 2: Industry Context - The enterprise software sector is undergoing significant changes due to AI advancements, affecting traditional software companies like Atlassian [1]. - Other companies, such as Salesforce, are suggested as better investment options for those looking to bet on a recovery in the enterprise software market by 2026 [1].

Group 1 - Atlassian Corporation is known for its software development and project management tools, including Jira, which is widely used in office software environments [1] - The company has established a strong presence in the market with its suite of products that cater to various project management needs [1] Group 2 - The article does not provide specific financial data or projections related to Atlassian Corporation or its products [2][3] - There are no detailed insights into the company's performance metrics or market position in the current context [2][3]

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. The portfolio underperformed in the quarter due to stock selection. The composite returned 5.02%, net of fees, compared to 7.62% for the MSCI AC World Net Index. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Ha ...

Core Viewpoint - Wall Street analysts believe Upstart Holdings and Atlassian are undervalued, predicting significant gains for shareholders in the coming years, despite their recent stock declines [1]. Group 1: Upstart Holdings - Upstart is an AI lending platform that enhances credit risk assessment by analyzing over 2,500 variables, unlike traditional systems that rely on FICO Scores [4]. - The highest target price for Upstart is set at $80 per share, indicating a potential upside of 70% from its current price of $47 [5]. - Upstart's third-quarter financial results showed a 71% increase in total revenue to $277 million, with non-GAAP net income rising to $0.52 per diluted share from a loss of $0.06 per share last year [7]. - Wall Street anticipates Upstart's adjusted earnings to grow at an annual rate of 51% through 2026, making its current valuation of 33 times earnings appear reasonable [8]. Group 2: Atlassian - Atlassian is known for its work management software, particularly Jira, which is widely used across both technical and non-technical departments [9]. - The highest target price for Atlassian is set at $320 per share, suggesting a potential upside of 100% from its current price of $160 [5]. - Atlassian's first-quarter fiscal 2025 results reported a 21% revenue increase to $1.4 billion, with non-GAAP earnings rising 35% to $1.04 per diluted share [13]. - Wall Street expects Atlassian's adjusted earnings to grow at 22% annually through June 2027, with a current valuation of 41 times earnings considered reasonable [14].

Core Viewpoint - Atlassian (TEAM) has shown a significant price increase of 10.1% over the past four weeks, with a mean price target of $233.15 indicating a potential upside of 44.8% from the current price of $161.07 [1]. Price Targets - The average price target consists of 26 estimates, ranging from a low of $178.00 to a high of $320.00, with a standard deviation of $36.51, indicating variability among analysts [2]. - The lowest estimate suggests a 10.5% increase, while the highest points to a 98.7% upside, highlighting the range of analyst expectations [2]. Analyst Consensus and Earnings Estimates - Analysts are optimistic about TEAM's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which has shown an 18.4% increase over the last 30 days with no negative revisions [11][12]. - The Zacks Consensus Estimate for the current year has increased, reflecting a strong agreement among analysts regarding the company's earnings potential [12][13]. Caution on Price Targets - While price targets are a common metric for investors, relying solely on them may not be prudent due to concerns about analysts' biases and the accuracy of their predictions [3][7][10]. - Analysts often set optimistic price targets influenced by business relationships, which can lead to inflated expectations [8]. Conclusion on Investment Potential - Despite the skepticism surrounding price targets, the direction indicated by the consensus and the positive earnings revisions suggest a potential upside for TEAM [14].