📊 This week, leading investment banks and research agencies released updated forecasts for the largest U.S. technology and industrial companies. The main trend is a strong focus on growth in artificial intelligence, cloud technology, and telecommunications, along with expectations of a recovery in the agricultural sector over the medium term.
Palo Alto Networks (PANW)
BTIG upgraded the company’s stock rating to Buy and set a target price of $248 per share.
Analysts note that Palo Alto Networks continues to strengthen its position in the cybersecurity market through the integration of CyberArk solutions and active growth in cloud services. This approach allows the company to build a sustainable security ecosystem, creating conditions for long-term profit growth of at least 12% per year.
AMD (Advanced Micro Devices)
Wolfe Research upgraded AMD’s stock rating to Outperform with a target price of $300.
The reason for optimism is the company’s strategic partnership with OpenAI, which could become one of AMD’s major growth drivers. According to analysts, the deal could add more than $10 in earnings per share (EPS) by 2027. An additional catalyst is the growing demand for AI computing processors, strengthening AMD’s competitive position against Nvidia.
Nvidia (NVDA)
HSBC revised its view on Nvidia, upgrading the rating to Buy and setting a target price of $320 — one of the highest forecasts on the market (Street High).
According to analysts, the company’s data center growth prospects exceed the market consensus by 36%. The projected earnings per share (EPS) stand at $8.75, reflecting sustained demand for Nvidia’s artificial intelligence, machine learning, and cloud computing solutions.
T-Mobile (TMUS)
Wells Fargo upgraded the telecom giant’s stock rating to Overweight with a target price of $260.
Experts highlight that T-Mobile remains a leader in radio spectrum capacity and free cash flow (FCF) growth, which is expected to rise by 15% by 2027. Thanks to efficient infrastructure investments and a stable subscriber base, T-Mobile is viewed as one of the most resilient players in the telecommunications market.
Deere & Company (DE)
UBS upgraded the agricultural machinery manufacturer’s stock to Buy with a target price of $535.
Analysts expect a cyclical turnaround in the agricultural sector by 2027, which could mark the beginning of a new growth phase for Deere. The company is actively investing in agricultural digitalization, automation, and precision farming, enabling it to benefit from the recovery in demand for farming equipment. The stock’s growth potential is estimated at around 17%.
💡 Overall conclusion
The market continues to bet on innovation and technological advancement. AI, cloud, and telecommunications remain the key growth drivers for the coming years. Meanwhile, the industrial sector, represented by Deere, is beginning to show signs of stabilization and readiness for a new growth cycle.
Thus, maintaining balance between high-tech and traditional industries becomes the foundation of a well-diversified investment portfolio. The companies listed above are attractive both for short-term and long-term investors.
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