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Jefferies

All articles tagged with #jefferies

Memory Prices to Surge Through 2026, with Relief Expected Only by 2028
business17 days ago

Memory Prices to Surge Through 2026, with Relief Expected Only by 2028

Jefferies Equity Research warns memory prices for DRAM/NAND are set to rise through 2026 due to persistent shortages and limited new capacity, forecasting a 40–50% price jump in Q3 2026 and a further 30–40% in Q4, with 2027 YoY increases of 40–45% and only modest relief by 2028 as 15–20% more supply comes online. Long-term contracts with hyperscalers are tightening near-term supply, and Chinese memory firms are not expected to disrupt markets in 2026–27, though expansions could shift the landscape by 2028.

via Wccftech|
#ai-demand#business#dram
Jefferies backs AMZN on AI/AWS upside with $300 target
market-news3 months ago

Jefferies backs AMZN on AI/AWS upside with $300 target

Jefferies analyst Brent Thill argues Amazon's long-term AI and AWS advantages justify a Buy rating and a $300 price target, despite near-term headwinds from AI capex and AWS growth slower than peers; he sees an asymmetric setup as AI spending normalizes and AWS re-accelerates, with AMZN trading at a discount to Walmart and an expected ~43% upside over the next year.

via TipRanks|
#ai#amazon#amzn
Jefferies Flags META Trading at Historical Discount to GOOGL After Q4 Beat
business5 months ago

Jefferies Flags META Trading at Historical Discount to GOOGL After Q4 Beat

Meta Platforms gained about 7–8% pre-market after a solid Q4 beat, with Jefferies noting META trades at roughly 21x forward earnings versus Alphabet’s ~28x—a gap the firm says is wider than historical norms and implies a valuation discount. META posted $8.88 per share on $59.89B in revenue; it also guided capex up to $135B to power AI, a spend that could compress margins by around 5% this year, though cost controls and a leaner metaverse push are positives. Five-star analyst Brent Thill remains bullish with a $910 price target (≈35% upside), and the street-wide Strong Buy rating still points to meaningful upside, with an average target around $830 (~24% upside).

via TipRanks|
#ai#business#googl
Market Turmoil: Major Losses and Crashes Shake Wall Street and Beyond
business9 months ago

Market Turmoil: Major Losses and Crashes Shake Wall Street and Beyond

Jefferies defends its involvement with the troubled car-parts supplier First Brands, claiming the market overreacted to its collapse and emphasizing the company's strong financial position, despite its share price dropping significantly. Meanwhile, a Goldman Sachs employee was fired for controversial comments about President Trump. The article also covers various financial industry updates and scandals.

via eFinancialCareers|
#banking-controversy#business#first-brands