Wedbush Sees Durable Earnings Path From Sandisk's Long-Term Targets
Wedbush analysts say SanDisk's long-term targets signal durable earnings power, a view that helped lift the stock as investors weigh the company's growth trajectory.
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Rocket Lab Earnings Open Door to 50% Downside
The Motley Fool highlights Rocket Lab's latest earnings and presents a credible scenario where RKLB stock could drop up to 50% from current levels.
ServiceNow Outshines Palantir as the Smarter AI Software Stock
The Motley Fool weighs Palantir vs. ServiceNow as AI software plays, ultimately siding with ServiceNow as the better stock due to a cheaper valuation and solid growth. Palantir posted strong Q1 results with 85% revenue growth to $1.6 billion and total contract value of $2.4 billion, while ServiceNow reported 24% revenue growth in Q2 to roughly $4 billion and cRPO of $13.2 billion, raising full-year guidance on AI-driven expansion. With Palantir trading around a 140x earnings multiple versus ServiceNow around 60x, the article argues that ServiceNow offers more attractive upside and lower risk at current prices.
Apple Bets on a 5-Model iPhone Lineup and a $2,500 Foldable
Reports say Apple plans at least five new iPhone models between late 2026 and early 2027, led by its first foldable priced around $2,500 with a production target near 10 million units. While iPhone remains Apple’s revenue driver, the multi-model lineup and the halo foldable could help lift prices and expand the addressable market, potentially boosting services later, but the foldable is unlikely to move quarterly numbers this year and carries execution risk.
Micron Eyes 75% Upside as AI Memory Demand Fuels Breakout
Micron Technology (MU) stands to gain from soaring demand for memory and storage chips used in AI, with a Wall Street analyst predicting a 75% upside to roughly $2,000 per share and a $2 trillion market cap. The company is expanding capacity (Singapore memory fab online in 2028; other facilities in NY, Japan, Idaho) and has Strategic Customer Agreements that lock in five years of volume and pricing. Micron delivered record-ish results in Q3 FY2026 ($41.5B revenue, $24.67 EPS) and guided for strong Q4 revenue ($50B) and EPS ($31). With ~88% of analysts rating the stock a buy and a forward P/S around 10, the setup looks compelling for long-term holders, though sustained AI-driven demand and execution are key risks.
AI Demand Sparks Micron Stock to New All-Time High
Micron Technology's stock surged to a record high after TD Cowen analyst Krish Sankar reiterated a Buy rating and boosted his price target to $1,500, arguing AI-driven demand for memory chips will sustain strong pricing and multiyear customer agreements into 2027.
IBM’s AI-Driven Rally Tests Valuation, Eyes Safer Entry Around $260
IBM trades around $329 after a 31% weekly surge; a pullback toward $260 would push the forward P/E into the low-20s and restore a margin of safety, backed by accelerating GenAI revenue (up to $12.5B book), growing software ARR (~$24.6B), and a guided ~$1B higher free cash flow for 2026, though the bear case remains its still-premium valuation (forward P/E ~26, PEG ~3) and potential mainframe/infrastructure headwinds.
Micron Stock Faces Potential Downside Ahead of June 24 Earnings
Micron Technology (MU) heads into its fiscal third-quarter earnings on June 24 with AI-driven memory demand helping revenue and a strong year-to-date gain, but analysts see meaningful downside: the average price target from 39 analysts is about $684.26 (high $1,750, low $125), implying roughly 28–30% downside from the current around $971. GuruFocus’ GF Value also suggests ~28%–30% downside to about $694, despite solid AI-related demand and revenue growth. The piece therefore leans toward MU being a sell/trim idea before the earnings print.
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.
Nvidia Bulls See AI Upside Extending Beyond Earnings
Susquehanna analyst Christopher Rolland lifts NVDA’s target to 275 from 250, arguing Nvidia still has a large AI-driven upside and now models about $1 trillion in Blackwell/Rubin revenue by 2027, driven by Data Center demand and rising hyperscaler CapEx. The stock carries a Strong Buy consensus with roughly 22% one-year upside, but potential headwinds include Rubin rollout margins and China export restrictions as Nvidia heads into its earnings report.
Micron Faces a Cautious Reassessment as AI Memory Dream Meets Cyclical Reality
Micron rode AI-driven memory demand to rally, but an 11% selloff amid weaker notebook demand reminded investors of lingering cyclical risks. Top investor Oliver Rodzianko argues MU remains a cyclical stock, not yet a proven long-term compounder, recommending protection of gains, while bulls cite a stronger balance sheet and AI-related demand as offsetting factors. Analysts’ views are mixed, leaving the stock with a cautious risk/reward setup.
Nvidia Stock Rally Seen as Buy-the-Dip Opportunity Ahead of Earnings
Ahead of Nvidia's May 20, 2026 earnings (fiscal Q1 2027), a top TipRanks investor recommends buying NVDA before the print, arguing the AI-driven growth story and Nvidia's dominance justify continued gains; NVDA has surged about 75% in the last year with a 3-year gain over 650%, and the stock holds a Strong Buy consensus with a ~28% upside to a $274.38 target.
Rocket Lab Gets Street-High Target Boost to $120 on Strong Q1 Demand
Rocket Lab’s Q1 beat and optimistic outlook prompted Cowen and Needham to raise RKLB’s price target to a joint street-high of $120, underscoring robust demand for Electron and HASTE with 31 Electron/HASTE bookings and a $190 million HASTE order, plus 5 Neutron bookings and Neutron’s planned 4Q26 first launch. The Mynaric acquisition should expand European revenue opportunities, and SDA Tranche 3 revenue (~$82 million in 2026) adds to near-term growth, though margins may face pressure from mix. Despite a Moderate Buy consensus, the 96.25 average target sits about 9% below the current price, leaving room for potential upgrades or downgrades ahead.
Top Investor Flags Overstretched AMD Valuation vs Nvidia
Top investor James Foord downgrades AMD from Strong Buy to Sell, arguing AMD's current valuation relative to Nvidia doesn’t reflect its growth or profitability, with Nvidia still leading in margins and AI infrastructure; analysts show mixed near-term outlook, and the valuation gap remains a point of contention despite AMD’s AI push.
Nvidia Stock Poised for Potential Buy Ahead of May 20 Earnings, Investor Says
Nvidia stock has surged about 83% year over year, but an investor argues it could be bought on a pullback ahead of Nvidia’s May 20 fiscal Q1 report, citing stronger AI infrastructure spending and the Vera Rubin platform (which trains AI with 75% fewer GPUs and cuts inference costs by 90%) as catalysts; with the earnings print looming, Wall Street remains broadly bullish and sees meaningful upside, including a ~27% 12-month gain based on current targets.