Analyst flags semiconductor stock as potential Intel CPU challenger
Raymond James identifies a semiconductor stock as a potential rival to Intel in the CPU market, recommending investors buy.
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SpaceX Trades at IPO Levels as Bulls Forecast a Multitrillion-Dollar Upside
SpaceX has surrendered most of its post-IPO gains and trades around $113, well below the $236.71 consensus target, amid a sector-wide space reset as RKLB and ASTS slide. Raymond James is the outlier with an $800 target, modeling SpaceX as a multi‑platform infrastructure company spanning launch, Starlink broadband, and orbital compute, plus an Anthropic deal. The bull case hinges on Starship’s reusability, Starlink’s cellular rollout, and orbital compute, while bears warn of lock-up expiries, xAI funding, and profitability uncertainty. The piece counsels a cautiously constructive, patient approach rather than chasing a quick rebound.
RayJay’s SpaceX bet hints at a $10 trillion future via orbital infrastructure
Raymond James launches SpaceX coverage with a Strong Buy and an $800 target, implying a market cap north of $10tn based on forecasts of about $837B in revenue and $696B in EBITDA by 2031. The bull case hinges on Starship cutting orbital transport costs by over 99% and enabling a broader SpaceX infrastructure play—from connectivity and AI to manufacturing and energy—with Starlink feeding the cycle. The article notes SpaceX’s current ~$18.7B revenue and a ~$4.9B loss last year, while Alphaville’s own satire hints at even more optimistic targets as analysts debate the company’s multi-decade growth potential.
Raymond James backs Nvidia ahead of Q1 with $323 target
Raymond James keeps Nvidia (NVDA) at Strong Buy with a $323 target ahead of its May 21 Q1 report, citing a growing product roadmap and AI-inference ramp. The firm also notes Nvidia’s long-term outlook of roughly $1 trillion in cumulative GPU revenue through 2027 and believes the stock remains attractive on a roughly 18x 2027 P/E, with broader Street consensus implying about 22% upside.
Sandisk’s rally accelerates as earnings blowout underscores looming NAND supply crunch
Sandisk posted a standout quarter with revenue guidance nearly 60% above expectations and profit outlook well ahead of estimates, prompting Raymond James to upgrade the stock and flag a potential supply-demand imbalance in NAND that could keep demand outpacing supply for years. The stock jumped around 13% intraday, continuing a multi-year rally since its split from Western Digital.
Raymond James Reveals Top Stock Picks for 2026
Raymond James has released its top stock picks for 2026, highlighting key investment opportunities and strategies for the upcoming year amid market volatility.
"Nvidia's Rising Stock and Friendly Competition: A Nasdaq Rebound Analysis"
Raymond James raised its price target on Nvidia (NVDA) stock from $850 to $1,100, representing a potential upside of 26.4% and maintaining a 'strong buy' rating, citing expectations of continued demand for inferencing and data center capex, leading to a 1.9% increase in NVDA stock.
financetechnology2 years ago
"Expanding AI Boom: 3 Data Center Stocks to Lead Next Phases, Says Wall Street"
Raymond James has raised its estimates on three data center parts makers following the release of Blackwell, a new product from Nvidia. The move comes as the stock market reacts to the potential impact of Blackwell on the data center industry, leading to increased optimism for companies involved in this sector.
finance2 years ago
"MnM: The New Hot Portfolio Trend According to Raymond James"
Raymond James is touting a new hot portfolio strategy called "MnM," which focuses on investing in companies with strong balance sheets and cash flow, rather than the traditional "FANG" or "Magnificent 7" tech stocks. The MnM portfolio emphasizes stability and resilience in the face of market volatility, offering investors a different approach to navigating the stock market.
Palantir's Stock Performance: A Rollercoaster Ride.
Palantir Technologies' stock has been downgraded by Raymond James from a Strong Buy rating to an Outperform rating, citing valuation concerns. The company's shares have rallied more than 60% since its latest quarterly print and ascended to approximately a $12 billion market cap. Palantir's positioning in the artificial intelligence space has largely driven the stock's doubling since the start of the year. Despite the downgrade, Palantir still has some of the most compelling competitive advantages across Raymond James' coverage universe.
Charles Schwab's Stock Rises on Upgrade Amid Deposit Concerns
Charles Schwab's stock gained after being upgraded by Raymond James, as the company's deposit issues appear to be winding down.
Schwab's Stock Upgraded to Outperform Amid Deposit Improvements.
Charles Schwab's stock gained after being upgraded by Raymond James, as the company's deposit issues appear to be winding down.
First Solar Stock Plummets After Analyst Downgrade
Citi downgraded First Solar to Sell/High Risk from Neutral and cut its price target to $194.00 from $220.00 ahead of its Q1 earnings announcement, citing increased scrutiny on the company's long-term outlook for margins and growth. Meanwhile, Wolfe Research downgraded C3.ai to Underperform from Peerperform with a price target of $14.00, and Truist Securities downgraded Regions Financial to Hold from Buy with a price target of $20.00. Raymond James downgraded Tandem Diabetes Care to Market Perform from Outperform, and Goldman Sachs downgraded Kingsoft Cloud to Sell from Neutral while raising its price target to $5.10 from $4.00.
"Top Stock Picks for a Stronger Portfolio: Insights from Raymond James, UBS, and Wall Street Investors"
Raymond James believes that a solar stock that has been under selling pressure could be due for a comeback. The renewable energy sector has been performing well, and the stock in question has a strong balance sheet and a solid pipeline of projects.