All articles tagged with #mizuho
Mizuho maintains its Outperform rating and a $320 target on Oracle, arguing the company’s AI-driven capacity ramp — about 1 GW of OCI capacity this quarter vs 1.2 GW in all of fiscal 2026 — could unlock upside ahead of Oracle’s fiscal Q1 results on Sept. 10 and the Oct. 28 Investor Day, though the high cost of AI infrastructure and potential impact on free cash flow remain key risks.
Amid a downturn in AI-related stocks, Mizuho Securities analyst Jordan Klein says it’s a buying opportunity and recommends adding exposure to more than 20 AI-linked names, including Nvidia, Microsoft and Alphabet, arguing that many have solid fundamentals despite volatility. The Barron’s piece also notes Sandisk’s resilience amid a memory-chip shortage and mentions potential catalysts (e.g., Iran cease-fire) that could help reverse the dip in tech shares.
Mizuho highlights an under-the-radar stock that could more than triple in value by 2026, making it one of Wall Street's top investment picks for that year.
Nvidia shares increased by 2.7% after Mizuho raised its price target for the company, highlighting its strong position in the AI accelerator market ahead of its upcoming earnings report.
Mizuho, a Japanese bank, is aiming to overcome the historical challenges faced by foreign banks on Wall Street as it expands its presence in the US. Mizuho is focusing on building relationships with midsize companies and hopes to avoid the pitfalls that have plagued other foreign banks in the past. The bank is seeking to establish itself as a trusted advisor in mergers and acquisitions (M&A) and is taking a cautious approach to avoid the mistakes made by its predecessors.
Mizuho analyst upgrades Adobe Stock to a Buy rating ahead of earnings, citing strong demand for the company's artificial intelligence tools.
The approval of exchange-traded funds (ETFs) tracking the spot price of Bitcoin has led to a surge in crypto-related stocks, including Coinbase. However, analysts at Mizuho predict that Coinbase Global may face increased challenges despite the positive development.
Mizuho analysts have raised their price target on Tesla shares to $300, up from $230, with a buy rating. They noted that while June auto sales were strong, the sector may face weakness ahead due to high prices, inventory builds, and softer demand. Despite losses on Friday and the previous session, Tesla shares are on track for a weekly gain of over 5%.
Mizuho has stated that the reasons for the recent selloff of SoFi Technologies stock are incorrect, and has recommended a buy rating for the company's shares.