Yahoo Finance·2025-11-26 16:00Company Upgrades - Amazon received an outperform rating from JPMorgan, highlighting that the recent dip in share price presents a buying opportunity, with shares approximately 10% off November highs [5] - Goldman Sachs also reiterated a buy rating on Amazon, emphasizing its strong positioning for the holiday season [5] - KeyBanc Capital analysts believe Amazon will benefit from the AI boom, with AWS continuing strong growth and potential revenue acceleration driven by data center clusters and clients like Anthropic, maintaining an overweight rating with a $300 price target [6] Broadcom Insights - Broadcom saw a price target increase from Goldman Sachs, now set at $435, up from $380, due to expected sustained strength in artificial intelligence [7] - Analysts project AI revenue for fiscal year 2026 to reach $45.4 billion, reflecting a year-over-year increase of approximately 128%, with potential growth to $77.3 billion in 2027, a 70% rise [8] - Raymond James resumed an outperform rating on Broadcom with a price target of $420, citing the company's position as a share gainer in the AI sector and anticipating continued upward estimate revisions [9][10] Oscar Health Upgrade - Oscar Health was upgraded to an overweight rating by Piper Sandler, with a new price target of $25, up from $13, due to expected market share and margin expansion following the expiration of enhanced premium tax credits at the end of the year [11]