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05-31 12:05

What is the stock performance outlook for CRDO

Ratings Weekly | Dell, Micron, Snowflake, Nvidia, Marvell, Sandisk, Ouster, Broadcom, and More to Watch

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padding-left: 3px;\">Susquehanna upgrades Dell to positive from neutral</h3><p style=\"text-align: left;\">The firm upgraded Dell following earnings on Thursday.</p><p style=\"text-align: left;\">“Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Dell as buy</h3><p style=\"text-align: left;\">Bank of America called Dell’s earnings report on Thursday “best in class execution.”</p><p style=\"text-align: left;\">“Historic beat &amp; raise; momentum continues in 2H and C27.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Dell as outperform</h3><p style=\"text-align: left;\">Mizuho raised its price target on the stock.</p><p style=\"text-align: left;\">“Reiterate Outperform and raise PT to $350 (prior: $300), ~23x our F28E EPS as we see DELL benefitting from Agentic AI server ramps, with Vera-only racks potentially made by DELL, an expanding AI server backlog, and continued storage ramps.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Bank of America upgrades SentinelOne to buy from neutral</h2><p style=\"text-align: left;\">Bank of America says buy the dip.</p><p style=\"text-align: left;\">“SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><h3 style=\"text-align: left;\">HSBC upgrades Snowflake to buy from hold</h3><p style=\"text-align: left;\">HSBC upgraded the stock following earnings.</p><p style=\"text-align: left;\">“We upgrade our rating to Buy (from Hold) on stronger earnings momentum, improved AI monetisation visibility, and greater confidence that CoCo [cortex code] can improve Snowflake’s long-term growth trajectory, while maintain strong margin discipline.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Snowflake as buy</h3><p style=\"text-align: left;\">The firm raised its price target to $300 per share from $205 following earnings.</p><p style=\"text-align: left;\">“Snowflake reported strong F1Q27 results where its key growth metric, Product revenue, grew 34% y/y, accelerating 4 points from +30% in F4Q26.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Roth initiates Ouster as buy</h2><p style=\"text-align: left;\">Roth says it sees revenue growth for the lidar technology company.</p><p style=\"text-align: left;\">“We are initiating coverage on <a href=\"https://laohu8.com/S/OUST\">Ouster, Inc.</a> with a Buy rating and a $75 price target.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">JPMorgan reiterates Nvidia as overweight</h3><p style=\"text-align: left;\">The firm says Nvidia is a top idea.</p><p style=\"text-align: left;\">“We expect long-term positive fundamental trends to continue.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: left;\">Bernstein said Nvidia remains well positioned.</p><p style=\"text-align: left;\">“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Truist reiterates Amazon and Alphabet as buy</h2><p style=\"text-align: left;\">Truist raised its price target on Amazon to $320 per share from $310. The firm also raised its price target on Alphabet to $430 per share from $415,</p><p style=\"text-align: left;\">“We’re raising our ests for Google Cloud and AWS across both revenue and Capex above consensus. Looking at backlog (as of 3/31)+recent deals, cons. revenue ests for Google Cloud are below what they should be. ... .For AMZN, cons. is underestimating Capex for FY27 but also underestimating revenue growth.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Morgan Stanley reiterates Tesla as equal weight</h2><p style=\"text-align: left;\">Morgan Stanley said its survey checks show Tesla is expanding robotaxi operations.</p><p style=\"text-align: left;\">“Our Alphawise data shows increased hiring in northern metro areas for ‘AI Safety Operators’ - a sign that Tesla is gearing up to expand robotaxi operations.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Wolfe reiterates Meta as outperform</h2><p style=\"text-align: left;\">The firm said it’s bullish on Meta’s subscription services.</p><p style=\"text-align: left;\">“We are incrementally positive, and we’re revising our subscription revenue and OI ests to $16B and $13B by 2030.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Deutsche Bank reiterates Marvell as buy</h2><p style=\"text-align: left;\">Deutsche raised its price target to $240 per share from $120 following earnings.</p><p style=\"text-align: left;\">“MRVL’s F1Q report/F2Q guide were both solid yet again, with the co’s typical slight beat in F1Q further bolstered by a “raise” in F2Q as Data Center (DC) revenues led the way in both quarters.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays reiterates Salesforce as overweight</h2><p style=\"text-align: left;\">Barclays said it’s sticking with the stock following earnings on Wednesday.</p><p style=\"text-align: left;\">“We are not sure Q1 will be a main catalyst either way for CRM investors to solve the AI debate. True, AI ARR continued to do well (over $1bn), but remains small in the overall context. It seems Slack plus AI is performing well, but AI also creates visible headwinds to other parts like Tableau.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Micron as outperform</h3><p style=\"text-align: left;\">Mizuho said the stock remains a top idea.</p><p style=\"text-align: left;\">“MU - Reiterate Outperform, Raising Estimates and PT to $1,150 from $800.”</p><h3 style=\"text-align: left;\">UBS reiterates Micron as Buy</h3><p style=\"text-align: left;\">UBS raised its price target to $1,626 from $535.</p><p style=\"text-align: left;\">“We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Susquehanna reiterates Broadcom as positive</h2><p style=\"text-align: left;\">Susquehanna raised its price target to $490 per share from $450.</p><p style=\"text-align: left;\">“Broadcom reports earnings on Wednesday, June 3rd. We expect better CY1Q results driven by upside from both Custom ASICs and AI Networking.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays upgrades Sandisk to overweight from equal weight</h2><p style=\"text-align: left;\">Barclays said it sees a slew of positive catalysts ahead for the stock.</p><p style=\"text-align: left;\">“SNDK has been the most aggressive and structurally innovative in its contracting approach. Its<br/>New Business Models, or NBMs, discussed at the most recent earnings are said to provide the company with ‘demand certainty’ and customers with ‘supply assurance.’”</p><h2 style=\"text-align: left; padding-left: 3px;\"></h2></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Dell, Micron, Snowflake, Nvidia, Marvell, Sandisk, Ouster, Broadcom, and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Dell, Micron, Snowflake, Nvidia, Marvell, Sandisk, Ouster, Broadcom, and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-31 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">Susquehanna upgrades Dell to positive from neutral</h3><p style=\"text-align: left;\">The firm upgraded Dell following earnings on Thursday.</p><p style=\"text-align: left;\">“Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Dell as buy</h3><p style=\"text-align: left;\">Bank of America called Dell’s earnings report on Thursday “best in class execution.”</p><p style=\"text-align: left;\">“Historic beat &amp; raise; momentum continues in 2H and C27.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Dell as outperform</h3><p style=\"text-align: left;\">Mizuho raised its price target on the stock.</p><p style=\"text-align: left;\">“Reiterate Outperform and raise PT to $350 (prior: $300), ~23x our F28E EPS as we see DELL benefitting from Agentic AI server ramps, with Vera-only racks potentially made by DELL, an expanding AI server backlog, and continued storage ramps.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Bank of America upgrades SentinelOne to buy from neutral</h2><p style=\"text-align: left;\">Bank of America says buy the dip.</p><p style=\"text-align: left;\">“SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><h3 style=\"text-align: left;\">HSBC upgrades Snowflake to buy from hold</h3><p style=\"text-align: left;\">HSBC upgraded the stock following earnings.</p><p style=\"text-align: left;\">“We upgrade our rating to Buy (from Hold) on stronger earnings momentum, improved AI monetisation visibility, and greater confidence that CoCo [cortex code] can improve Snowflake’s long-term growth trajectory, while maintain strong margin discipline.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Snowflake as buy</h3><p style=\"text-align: left;\">The firm raised its price target to $300 per share from $205 following earnings.</p><p style=\"text-align: left;\">“Snowflake reported strong F1Q27 results where its key growth metric, Product revenue, grew 34% y/y, accelerating 4 points from +30% in F4Q26.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Roth initiates Ouster as buy</h2><p style=\"text-align: left;\">Roth says it sees revenue growth for the lidar technology company.</p><p style=\"text-align: left;\">“We are initiating coverage on <a href=\"https://laohu8.com/S/OUST\">Ouster, Inc.</a> with a Buy rating and a $75 price target.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">JPMorgan reiterates Nvidia as overweight</h3><p style=\"text-align: left;\">The firm says Nvidia is a top idea.</p><p style=\"text-align: left;\">“We expect long-term positive fundamental trends to continue.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: left;\">Bernstein said Nvidia remains well positioned.</p><p style=\"text-align: left;\">“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Truist reiterates Amazon and Alphabet as buy</h2><p style=\"text-align: left;\">Truist raised its price target on Amazon to $320 per share from $310. The firm also raised its price target on Alphabet to $430 per share from $415,</p><p style=\"text-align: left;\">“We’re raising our ests for Google Cloud and AWS across both revenue and Capex above consensus. Looking at backlog (as of 3/31)+recent deals, cons. revenue ests for Google Cloud are below what they should be. ... .For AMZN, cons. is underestimating Capex for FY27 but also underestimating revenue growth.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Morgan Stanley reiterates Tesla as equal weight</h2><p style=\"text-align: left;\">Morgan Stanley said its survey checks show Tesla is expanding robotaxi operations.</p><p style=\"text-align: left;\">“Our Alphawise data shows increased hiring in northern metro areas for ‘AI Safety Operators’ - a sign that Tesla is gearing up to expand robotaxi operations.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Wolfe reiterates Meta as outperform</h2><p style=\"text-align: left;\">The firm said it’s bullish on Meta’s subscription services.</p><p style=\"text-align: left;\">“We are incrementally positive, and we’re revising our subscription revenue and OI ests to $16B and $13B by 2030.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Deutsche Bank reiterates Marvell as buy</h2><p style=\"text-align: left;\">Deutsche raised its price target to $240 per share from $120 following earnings.</p><p style=\"text-align: left;\">“MRVL’s F1Q report/F2Q guide were both solid yet again, with the co’s typical slight beat in F1Q further bolstered by a “raise” in F2Q as Data Center (DC) revenues led the way in both quarters.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays reiterates Salesforce as overweight</h2><p style=\"text-align: left;\">Barclays said it’s sticking with the stock following earnings on Wednesday.</p><p style=\"text-align: left;\">“We are not sure Q1 will be a main catalyst either way for CRM investors to solve the AI debate. True, AI ARR continued to do well (over $1bn), but remains small in the overall context. It seems Slack plus AI is performing well, but AI also creates visible headwinds to other parts like Tableau.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Micron as outperform</h3><p style=\"text-align: left;\">Mizuho said the stock remains a top idea.</p><p style=\"text-align: left;\">“MU - Reiterate Outperform, Raising Estimates and PT to $1,150 from $800.”</p><h3 style=\"text-align: left;\">UBS reiterates Micron as Buy</h3><p style=\"text-align: left;\">UBS raised its price target to $1,626 from $535.</p><p style=\"text-align: left;\">“We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Susquehanna reiterates Broadcom as positive</h2><p style=\"text-align: left;\">Susquehanna raised its price target to $490 per share from $450.</p><p style=\"text-align: left;\">“Broadcom reports earnings on Wednesday, June 3rd. We expect better CY1Q results driven by upside from both Custom ASICs and AI Networking.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays upgrades Sandisk to overweight from equal weight</h2><p style=\"text-align: left;\">Barclays said it sees a slew of positive catalysts ahead for the stock.</p><p style=\"text-align: left;\">“SNDK has been the most aggressive and structurally innovative in its contracting approach. Its<br/>New Business Models, or NBMs, discussed at the most recent earnings are said to provide the company with ‘demand certainty’ and customers with ‘supply assurance.’”</p><h2 style=\"text-align: left; padding-left: 3px;\"></h2></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175081089","content_text":"Here are the biggest calls on Wall Street This Week:Dell Technologies Inc.Susquehanna upgrades Dell to positive from neutralThe firm upgraded Dell following earnings on Thursday.“Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales.”Bank of America reiterates Dell as buyBank of America called Dell’s earnings report on Thursday “best in class execution.”“Historic beat & raise; momentum continues in 2H and C27.”Mizuho reiterates Dell as outperformMizuho raised its price target on the stock.“Reiterate Outperform and raise PT to $350 (prior: $300), ~23x our F28E EPS as we see DELL benefitting from Agentic AI server ramps, with Vera-only racks potentially made by DELL, an expanding AI server backlog, and continued storage ramps.”Bank of America upgrades SentinelOne to buy from neutralBank of America says buy the dip.“SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point.”SnowflakeHSBC upgrades Snowflake to buy from holdHSBC upgraded the stock following earnings.“We upgrade our rating to Buy (from Hold) on stronger earnings momentum, improved AI monetisation visibility, and greater confidence that CoCo [cortex code] can improve Snowflake’s long-term growth trajectory, while maintain strong margin discipline.”Bank of America reiterates Snowflake as buyThe firm raised its price target to $300 per share from $205 following earnings.“Snowflake reported strong F1Q27 results where its key growth metric, Product revenue, grew 34% y/y, accelerating 4 points from +30% in F4Q26.”Roth initiates Ouster as buyRoth says it sees revenue growth for the lidar technology company.“We are initiating coverage on Ouster, Inc. with a Buy rating and a $75 price target.”NVIDIAJPMorgan reiterates Nvidia as overweightThe firm says Nvidia is a top idea.“We expect long-term positive fundamental trends to continue.”Bernstein reiterates Nvidia as outperformBernstein said Nvidia remains well positioned.“The datacenter opportunity is enormous, and still early, with material upside still possible.”Truist reiterates Amazon and Alphabet as buyTruist raised its price target on Amazon to $320 per share from $310. The firm also raised its price target on Alphabet to $430 per share from $415,“We’re raising our ests for Google Cloud and AWS across both revenue and Capex above consensus. Looking at backlog (as of 3/31)+recent deals, cons. revenue ests for Google Cloud are below what they should be. ... .For AMZN, cons. is underestimating Capex for FY27 but also underestimating revenue growth.”Morgan Stanley reiterates Tesla as equal weightMorgan Stanley said its survey checks show Tesla is expanding robotaxi operations.“Our Alphawise data shows increased hiring in northern metro areas for ‘AI Safety Operators’ - a sign that Tesla is gearing up to expand robotaxi operations.”Wolfe reiterates Meta as outperformThe firm said it’s bullish on Meta’s subscription services.“We are incrementally positive, and we’re revising our subscription revenue and OI ests to $16B and $13B by 2030.”Deutsche Bank reiterates Marvell as buyDeutsche raised its price target to $240 per share from $120 following earnings.“MRVL’s F1Q report/F2Q guide were both solid yet again, with the co’s typical slight beat in F1Q further bolstered by a “raise” in F2Q as Data Center (DC) revenues led the way in both quarters.”Barclays reiterates Salesforce as overweightBarclays said it’s sticking with the stock following earnings on Wednesday.“We are not sure Q1 will be a main catalyst either way for CRM investors to solve the AI debate. True, AI ARR continued to do well (over $1bn), but remains small in the overall context. It seems Slack plus AI is performing well, but AI also creates visible headwinds to other parts like Tableau.”Micron TechnologyMizuho reiterates Micron as outperformMizuho said the stock remains a top idea.“MU - Reiterate Outperform, Raising Estimates and PT to $1,150 from $800.”UBS reiterates Micron as BuyUBS raised its price target to $1,626 from $535.“We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex.”Susquehanna reiterates Broadcom as positiveSusquehanna raised its price target to $490 per share from $450.“Broadcom reports earnings on Wednesday, June 3rd. We expect better CY1Q results driven by upside from both Custom ASICs and AI Networking.”Barclays upgrades Sandisk to overweight from equal weightBarclays said it sees a slew of positive catalysts ahead for the stock.“SNDK has been the most aggressive and structurally innovative in its contracting approach. ItsNew Business Models, or NBMs, discussed at the most recent earnings are said to provide the company with ‘demand certainty’ and customers with ‘supply assurance.’”","news_type":1,"symbols_score_info":{"AVGX":0.6,"DIPS":0.6,"NVDS":0.6,"GOOP":0.6,"AVGU":0.6,"AMZU":0.6,"NVDD":0.6,"NVDY":0.6,"AVGO":2,"NVDW":0.6,"SNDU":0.6,"GOOY":0.6,"MULL":0.6,"SNOW":2,"GOOX":0.6,"NVII":0.6,"NVDL":0.6,"AZYY":0.6,"AMZN":2,"NVDU":0.6,"MUD":0.6,"NVDX":0.6,"DELL":2,"GOOGL":2,"NVYY":0.6,"AMZY":0.6,"NVD":0.6,"DLLL":0.6,"GOU":0.6,"NVDO":0.6,"NVDA":2,"AVGG":0.6,"AVS":0.6,"AMZP":0.6,"GGLS":0.6,"AVGW":0.6,"MUU":0.6,"07388":0.6,"AMZZ":0.6,"GGLL":0.6,"NVDG":0.6,"AMZD":0.6,"07788":0.6,"ANV":0.6,"SNDK":2,"SNXX":0.6,"MU":2,"SNOY":0.6,"GOOW":0.6,"NVDQ":0.6,"AVL":0.6,"NVDB":0.6,"SNOU":0.6,"000841.SH":2,"AMZW":0.6}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":570139156779248,"gmtCreate":1780200337345,"gmtModify":1780202740014,"author":{"id":"3578825136675429","authorId":"3578825136675429","name":"SHangEe","avatar":"https://community-static.tradeup.com/news/5e51ba64cb31f77c24b9b98339f1dd35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578825136675429","authorIdStr":"3578825136675429"},"themes":[],"title":"","htmlText":"What is the stock performance outlook for CRDO","listText":"What is the stock performance outlook for CRDO","text":"What is the stock performance outlook for CRDO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570139156779248","repostId":"1175081089","repostType":2,"repost":{"id":"1175081089","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780190471,"share":"https://ttm.financial/m/news/1175081089?lang=en_US&edition=fundamental","pubTime":"2026-05-31 09:21","market":"us","language":"en","title":"Ratings Weekly | Dell, Micron, Snowflake, Nvidia, Marvell, Sandisk, Ouster, Broadcom, and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1175081089","media":"Tiger Newspress","summary":"$Dell Technologies Inc.(DELL)$Susquehanna upgrades Dell to positive from neutralThe firm upgraded Dell following earnings on Thursday.“Compelling case for multiple rerating: We previously argued for...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">Susquehanna upgrades Dell to positive from neutral</h3><p style=\"text-align: left;\">The firm upgraded Dell following earnings on Thursday.</p><p style=\"text-align: left;\">“Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Dell as buy</h3><p style=\"text-align: left;\">Bank of America called Dell’s earnings report on Thursday “best in class execution.”</p><p style=\"text-align: left;\">“Historic beat &amp; raise; momentum continues in 2H and C27.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Dell as outperform</h3><p style=\"text-align: left;\">Mizuho raised its price target on the stock.</p><p style=\"text-align: left;\">“Reiterate Outperform and raise PT to $350 (prior: $300), ~23x our F28E EPS as we see DELL benefitting from Agentic AI server ramps, with Vera-only racks potentially made by DELL, an expanding AI server backlog, and continued storage ramps.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Bank of America upgrades SentinelOne to buy from neutral</h2><p style=\"text-align: left;\">Bank of America says buy the dip.</p><p style=\"text-align: left;\">“SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><h3 style=\"text-align: left;\">HSBC upgrades Snowflake to buy from hold</h3><p style=\"text-align: left;\">HSBC upgraded the stock following earnings.</p><p style=\"text-align: left;\">“We upgrade our rating to Buy (from Hold) on stronger earnings momentum, improved AI monetisation visibility, and greater confidence that CoCo [cortex code] can improve Snowflake’s long-term growth trajectory, while maintain strong margin discipline.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Snowflake as buy</h3><p style=\"text-align: left;\">The firm raised its price target to $300 per share from $205 following earnings.</p><p style=\"text-align: left;\">“Snowflake reported strong F1Q27 results where its key growth metric, Product revenue, grew 34% y/y, accelerating 4 points from +30% in F4Q26.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Roth initiates Ouster as buy</h2><p style=\"text-align: left;\">Roth says it sees revenue growth for the lidar technology company.</p><p style=\"text-align: left;\">“We are initiating coverage on <a href=\"https://laohu8.com/S/OUST\">Ouster, Inc.</a> with a Buy rating and a $75 price target.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">JPMorgan reiterates Nvidia as overweight</h3><p style=\"text-align: left;\">The firm says Nvidia is a top idea.</p><p style=\"text-align: left;\">“We expect long-term positive fundamental trends to continue.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: left;\">Bernstein said Nvidia remains well positioned.</p><p style=\"text-align: left;\">“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Truist reiterates Amazon and Alphabet as buy</h2><p style=\"text-align: left;\">Truist raised its price target on Amazon to $320 per share from $310. The firm also raised its price target on Alphabet to $430 per share from $415,</p><p style=\"text-align: left;\">“We’re raising our ests for Google Cloud and AWS across both revenue and Capex above consensus. Looking at backlog (as of 3/31)+recent deals, cons. revenue ests for Google Cloud are below what they should be. ... .For AMZN, cons. is underestimating Capex for FY27 but also underestimating revenue growth.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Morgan Stanley reiterates Tesla as equal weight</h2><p style=\"text-align: left;\">Morgan Stanley said its survey checks show Tesla is expanding robotaxi operations.</p><p style=\"text-align: left;\">“Our Alphawise data shows increased hiring in northern metro areas for ‘AI Safety Operators’ - a sign that Tesla is gearing up to expand robotaxi operations.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Wolfe reiterates Meta as outperform</h2><p style=\"text-align: left;\">The firm said it’s bullish on Meta’s subscription services.</p><p style=\"text-align: left;\">“We are incrementally positive, and we’re revising our subscription revenue and OI ests to $16B and $13B by 2030.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Deutsche Bank reiterates Marvell as buy</h2><p style=\"text-align: left;\">Deutsche raised its price target to $240 per share from $120 following earnings.</p><p style=\"text-align: left;\">“MRVL’s F1Q report/F2Q guide were both solid yet again, with the co’s typical slight beat in F1Q further bolstered by a “raise” in F2Q as Data Center (DC) revenues led the way in both quarters.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays reiterates Salesforce as overweight</h2><p style=\"text-align: left;\">Barclays said it’s sticking with the stock following earnings on Wednesday.</p><p style=\"text-align: left;\">“We are not sure Q1 will be a main catalyst either way for CRM investors to solve the AI debate. True, AI ARR continued to do well (over $1bn), but remains small in the overall context. It seems Slack plus AI is performing well, but AI also creates visible headwinds to other parts like Tableau.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Micron as outperform</h3><p style=\"text-align: left;\">Mizuho said the stock remains a top idea.</p><p style=\"text-align: left;\">“MU - Reiterate Outperform, Raising Estimates and PT to $1,150 from $800.”</p><h3 style=\"text-align: left;\">UBS reiterates Micron as Buy</h3><p style=\"text-align: left;\">UBS raised its price target to $1,626 from $535.</p><p style=\"text-align: left;\">“We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Susquehanna reiterates Broadcom as positive</h2><p style=\"text-align: left;\">Susquehanna raised its price target to $490 per share from $450.</p><p style=\"text-align: left;\">“Broadcom reports earnings on Wednesday, June 3rd. We expect better CY1Q results driven by upside from both Custom ASICs and AI Networking.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays upgrades Sandisk to overweight from equal weight</h2><p style=\"text-align: left;\">Barclays said it sees a slew of positive catalysts ahead for the stock.</p><p style=\"text-align: left;\">“SNDK has been the most aggressive and structurally innovative in its contracting approach. Its<br/>New Business Models, or NBMs, discussed at the most recent earnings are said to provide the company with ‘demand certainty’ and customers with ‘supply assurance.’”</p><h2 style=\"text-align: left; padding-left: 3px;\"></h2></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Dell, Micron, Snowflake, Nvidia, Marvell, Sandisk, Ouster, Broadcom, and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Dell, Micron, Snowflake, Nvidia, Marvell, Sandisk, Ouster, Broadcom, and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-31 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">Susquehanna upgrades Dell to positive from neutral</h3><p style=\"text-align: left;\">The firm upgraded Dell following earnings on Thursday.</p><p style=\"text-align: left;\">“Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Dell as buy</h3><p style=\"text-align: left;\">Bank of America called Dell’s earnings report on Thursday “best in class execution.”</p><p style=\"text-align: left;\">“Historic beat &amp; raise; momentum continues in 2H and C27.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Dell as outperform</h3><p style=\"text-align: left;\">Mizuho raised its price target on the stock.</p><p style=\"text-align: left;\">“Reiterate Outperform and raise PT to $350 (prior: $300), ~23x our F28E EPS as we see DELL benefitting from Agentic AI server ramps, with Vera-only racks potentially made by DELL, an expanding AI server backlog, and continued storage ramps.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Bank of America upgrades SentinelOne to buy from neutral</h2><p style=\"text-align: left;\">Bank of America says buy the dip.</p><p style=\"text-align: left;\">“SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><h3 style=\"text-align: left;\">HSBC upgrades Snowflake to buy from hold</h3><p style=\"text-align: left;\">HSBC upgraded the stock following earnings.</p><p style=\"text-align: left;\">“We upgrade our rating to Buy (from Hold) on stronger earnings momentum, improved AI monetisation visibility, and greater confidence that CoCo [cortex code] can improve Snowflake’s long-term growth trajectory, while maintain strong margin discipline.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bank of America reiterates Snowflake as buy</h3><p style=\"text-align: left;\">The firm raised its price target to $300 per share from $205 following earnings.</p><p style=\"text-align: left;\">“Snowflake reported strong F1Q27 results where its key growth metric, Product revenue, grew 34% y/y, accelerating 4 points from +30% in F4Q26.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Roth initiates Ouster as buy</h2><p style=\"text-align: left;\">Roth says it sees revenue growth for the lidar technology company.</p><p style=\"text-align: left;\">“We are initiating coverage on <a href=\"https://laohu8.com/S/OUST\">Ouster, Inc.</a> with a Buy rating and a $75 price target.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">JPMorgan reiterates Nvidia as overweight</h3><p style=\"text-align: left;\">The firm says Nvidia is a top idea.</p><p style=\"text-align: left;\">“We expect long-term positive fundamental trends to continue.”</p><h3 style=\"text-align: left; padding-left: 3px;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: left;\">Bernstein said Nvidia remains well positioned.</p><p style=\"text-align: left;\">“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Truist reiterates Amazon and Alphabet as buy</h2><p style=\"text-align: left;\">Truist raised its price target on Amazon to $320 per share from $310. The firm also raised its price target on Alphabet to $430 per share from $415,</p><p style=\"text-align: left;\">“We’re raising our ests for Google Cloud and AWS across both revenue and Capex above consensus. Looking at backlog (as of 3/31)+recent deals, cons. revenue ests for Google Cloud are below what they should be. ... .For AMZN, cons. is underestimating Capex for FY27 but also underestimating revenue growth.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Morgan Stanley reiterates Tesla as equal weight</h2><p style=\"text-align: left;\">Morgan Stanley said its survey checks show Tesla is expanding robotaxi operations.</p><p style=\"text-align: left;\">“Our Alphawise data shows increased hiring in northern metro areas for ‘AI Safety Operators’ - a sign that Tesla is gearing up to expand robotaxi operations.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Wolfe reiterates Meta as outperform</h2><p style=\"text-align: left;\">The firm said it’s bullish on Meta’s subscription services.</p><p style=\"text-align: left;\">“We are incrementally positive, and we’re revising our subscription revenue and OI ests to $16B and $13B by 2030.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Deutsche Bank reiterates Marvell as buy</h2><p style=\"text-align: left;\">Deutsche raised its price target to $240 per share from $120 following earnings.</p><p style=\"text-align: left;\">“MRVL’s F1Q report/F2Q guide were both solid yet again, with the co’s typical slight beat in F1Q further bolstered by a “raise” in F2Q as Data Center (DC) revenues led the way in both quarters.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays reiterates Salesforce as overweight</h2><p style=\"text-align: left;\">Barclays said it’s sticking with the stock following earnings on Wednesday.</p><p style=\"text-align: left;\">“We are not sure Q1 will be a main catalyst either way for CRM investors to solve the AI debate. True, AI ARR continued to do well (over $1bn), but remains small in the overall context. It seems Slack plus AI is performing well, but AI also creates visible headwinds to other parts like Tableau.”</p><h2 style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></h2><h3 style=\"text-align: left; padding-left: 3px;\">Mizuho reiterates Micron as outperform</h3><p style=\"text-align: left;\">Mizuho said the stock remains a top idea.</p><p style=\"text-align: left;\">“MU - Reiterate Outperform, Raising Estimates and PT to $1,150 from $800.”</p><h3 style=\"text-align: left;\">UBS reiterates Micron as Buy</h3><p style=\"text-align: left;\">UBS raised its price target to $1,626 from $535.</p><p style=\"text-align: left;\">“We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Susquehanna reiterates Broadcom as positive</h2><p style=\"text-align: left;\">Susquehanna raised its price target to $490 per share from $450.</p><p style=\"text-align: left;\">“Broadcom reports earnings on Wednesday, June 3rd. We expect better CY1Q results driven by upside from both Custom ASICs and AI Networking.”</p><h2 style=\"text-align: left; padding-left: 3px;\">Barclays upgrades Sandisk to overweight from equal weight</h2><p style=\"text-align: left;\">Barclays said it sees a slew of positive catalysts ahead for the stock.</p><p style=\"text-align: left;\">“SNDK has been the most aggressive and structurally innovative in its contracting approach. Its<br/>New Business Models, or NBMs, discussed at the most recent earnings are said to provide the company with ‘demand certainty’ and customers with ‘supply assurance.’”</p><h2 style=\"text-align: left; padding-left: 3px;\"></h2></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175081089","content_text":"Here are the biggest calls on Wall Street This Week:Dell Technologies Inc.Susquehanna upgrades Dell to positive from neutralThe firm upgraded Dell following earnings on Thursday.“Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales.”Bank of America reiterates Dell as buyBank of America called Dell’s earnings report on Thursday “best in class execution.”“Historic beat & raise; momentum continues in 2H and C27.”Mizuho reiterates Dell as outperformMizuho raised its price target on the stock.“Reiterate Outperform and raise PT to $350 (prior: $300), ~23x our F28E EPS as we see DELL benefitting from Agentic AI server ramps, with Vera-only racks potentially made by DELL, an expanding AI server backlog, and continued storage ramps.”Bank of America upgrades SentinelOne to buy from neutralBank of America says buy the dip.“SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point.”SnowflakeHSBC upgrades Snowflake to buy from holdHSBC upgraded the stock following earnings.“We upgrade our rating to Buy (from Hold) on stronger earnings momentum, improved AI monetisation visibility, and greater confidence that CoCo [cortex code] can improve Snowflake’s long-term growth trajectory, while maintain strong margin discipline.”Bank of America reiterates Snowflake as buyThe firm raised its price target to $300 per share from $205 following earnings.“Snowflake reported strong F1Q27 results where its key growth metric, Product revenue, grew 34% y/y, accelerating 4 points from +30% in F4Q26.”Roth initiates Ouster as buyRoth says it sees revenue growth for the lidar technology company.“We are initiating coverage on Ouster, Inc. with a Buy rating and a $75 price target.”NVIDIAJPMorgan reiterates Nvidia as overweightThe firm says Nvidia is a top idea.“We expect long-term positive fundamental trends to continue.”Bernstein reiterates Nvidia as outperformBernstein said Nvidia remains well positioned.“The datacenter opportunity is enormous, and still early, with material upside still possible.”Truist reiterates Amazon and Alphabet as buyTruist raised its price target on Amazon to $320 per share from $310. The firm also raised its price target on Alphabet to $430 per share from $415,“We’re raising our ests for Google Cloud and AWS across both revenue and Capex above consensus. Looking at backlog (as of 3/31)+recent deals, cons. revenue ests for Google Cloud are below what they should be. ... .For AMZN, cons. is underestimating Capex for FY27 but also underestimating revenue growth.”Morgan Stanley reiterates Tesla as equal weightMorgan Stanley said its survey checks show Tesla is expanding robotaxi operations.“Our Alphawise data shows increased hiring in northern metro areas for ‘AI Safety Operators’ - a sign that Tesla is gearing up to expand robotaxi operations.”Wolfe reiterates Meta as outperformThe firm said it’s bullish on Meta’s subscription services.“We are incrementally positive, and we’re revising our subscription revenue and OI ests to $16B and $13B by 2030.”Deutsche Bank reiterates Marvell as buyDeutsche raised its price target to $240 per share from $120 following earnings.“MRVL’s F1Q report/F2Q guide were both solid yet again, with the co’s typical slight beat in F1Q further bolstered by a “raise” in F2Q as Data Center (DC) revenues led the way in both quarters.”Barclays reiterates Salesforce as overweightBarclays said it’s sticking with the stock following earnings on Wednesday.“We are not sure Q1 will be a main catalyst either way for CRM investors to solve the AI debate. True, AI ARR continued to do well (over $1bn), but remains small in the overall context. It seems Slack plus AI is performing well, but AI also creates visible headwinds to other parts like Tableau.”Micron TechnologyMizuho reiterates Micron as outperformMizuho said the stock remains a top idea.“MU - Reiterate Outperform, Raising Estimates and PT to $1,150 from $800.”UBS reiterates Micron as BuyUBS raised its price target to $1,626 from $535.“We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex.”Susquehanna reiterates Broadcom as positiveSusquehanna raised its price target to $490 per share from $450.“Broadcom reports earnings on Wednesday, June 3rd. We expect better CY1Q results driven by upside from both Custom ASICs and AI Networking.”Barclays upgrades Sandisk to overweight from equal weightBarclays said it sees a slew of positive catalysts ahead for the stock.“SNDK has been the most aggressive and structurally innovative in its contracting approach. ItsNew Business Models, or NBMs, discussed at the most recent earnings are said to provide the company with ‘demand certainty’ and customers with ‘supply assurance.’”","news_type":1,"symbols_score_info":{"AVGX":0.6,"DIPS":0.6,"NVDS":0.6,"GOOP":0.6,"AVGU":0.6,"AMZU":0.6,"NVDD":0.6,"NVDY":0.6,"AVGO":2,"NVDW":0.6,"SNDU":0.6,"GOOY":0.6,"MULL":0.6,"SNOW":2,"GOOX":0.6,"NVII":0.6,"NVDL":0.6,"AZYY":0.6,"AMZN":2,"NVDU":0.6,"MUD":0.6,"NVDX":0.6,"DELL":2,"GOOGL":2,"NVYY":0.6,"AMZY":0.6,"NVD":0.6,"DLLL":0.6,"GOU":0.6,"NVDO":0.6,"NVDA":2,"AVGG":0.6,"AVS":0.6,"AMZP":0.6,"GGLS":0.6,"AVGW":0.6,"MUU":0.6,"07388":0.6,"AMZZ":0.6,"GGLL":0.6,"NVDG":0.6,"AMZD":0.6,"07788":0.6,"ANV":0.6,"SNDK":2,"SNXX":0.6,"MU":2,"SNOY":0.6,"GOOW":0.6,"NVDQ":0.6,"AVL":0.6,"NVDB":0.6,"SNOU":0.6,"000841.SH":2,"AMZW":0.6}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}