""The reality is there's one chip in the world, fueling the AI revolution, and that's Nvidia. And I think as it plays out, numbers are significantly underestimated. I think 15% to 20% at a minimum going into 2026. You put that together, I think we're looking at a $250 stock in a base case to end 2026,""
""We are OW [overweight] as the company has long-term sustainable growth led by a large lead in GPUs for AI in DC, with further Edge opportunities (autos, robots, etc.) and a competitive moat around a large portion of the market,""
""With SGNL, CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges. We're disrupting the premise of modern privilege and access - for every identity, human or machine. This is identity security built for the AI era""
Mizuho reiterated an outperform rating on Nvidia with a $275 per share price target and identified Nvidia as its top semiconductor pick. Barclays upgraded Nvidia to buy, citing strong AI spending and long-term sustainable growth driven by a large lead in data-center GPUs, edge opportunities like autos and robots, and a competitive moat. Wedbush projects a $250 stock by end-2026, arguing Nvidia is the singular chip fueling the AI revolution with 15–20% minimum growth into 2026. Berenberg upgraded CrowdStrike to buy, citing potential 15% medium-term organic growth and the SGNL acquisition to strengthen AI-driven identity security.
Read at 24/7 Wall St.
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