NCR Voyix price target raised to $12 from $9 at Morgan Stanley
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Business Insider
29 minutes ago
- Business Insider
Is AMD Stock a Buy Ahead of Q2 Earnings? Here's Wall Street's Take
All eyes are on Advanced Micro Devices' (AMD) second-quarter earnings that are scheduled to be announced on August 5. AMD stock has rallied about 38% year-to-date, driven by strong Q1 results, encouraging updates at the Advancing AI event, lifting of chip export restrictions, and revived hopes for the company's prospects in the artificial intelligence (AI) chips market. Ahead of the results, Wall Street is cautiously optimistic on AMD stock. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Expectations from AMD's Q2 Earnings AMD delivered impressive first-quarter results, with its data center segment's revenue rising 57%. The company's overall revenue growth has been accelerating in recent quarters. Wall Street expects AMD to report earnings per share (EPS) of $0.48 for Q2 2025, reflecting a 30% year-over-year decline. Meanwhile, revenue is estimated to grow by 27% to $7.41 billion. Looking ahead, Advanced Micro Devices' latest Instinct MI350X and MI355X graphics processing units (GPUs), which compete with Nvidia's (NVDA) Blackwell platform, are expected to boost its AI revenue. Moreover, the upcoming MI400X AI accelerator is expected to drive AMD's top-line higher. Analysts' Views Ahead of AMD's Q2 Results Heading into the Q2 results, Erste Group analyst Stephan Lingnau upgraded AMD stock from Hold to Buy, noting that the company sees further growth in 2025 based on the growing demand for high-performance CPUs and GPUs in data center environments. The analyst expects AMD's operating margin to increase in the medium term and profit growth to accelerate significantly next year. Lingnau expects AMD stock to continue to rise, given the company's 'good growth prospects.' Meanwhile, Citi analyst Christopher Danely increased his price target for AMD stock to $165 from $145, while maintaining a Hold rating. The 5-star analyst expects AMD stock to move higher ahead of the Q2 earnings report, driven by improving sentiment and the company's strong positioning in AI-related growth. That said, Danely is concerned that buy-side expectations for AMD may be too high. Is AMD Stock a Good Buy? Overall, Wall Street has a Moderate Buy consensus rating on Advanced Micro Devices stock based on 26 Buys and 10 Holds. The average AMD stock price target of $145.90 indicates a possible downside of 12.4% from current levels.
Business Insider
an hour ago
- Business Insider
Palantir (PLTR) Stock Rallies After Analyst Cites Unique ‘Growth and Margin' Model
Shares of Palantir Technologies (PLTR) rallied to a new 52-week high of $160.06 this morning, after Piper Sandler analyst Brent Bracelin cited its unique growth and margin model. Bracelin initiated coverage of PLTR stock with a 'Buy' rating and a new Street-High price target of $170, which implies 9.8% upside potential from current levels. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. The analyst foresees significant growth potential for the big data analytics company in its two prime markets: government contracts and U.S. commercial sectors. Palantir's shares have skyrocketed over 104% so far in 2025, backed by rapidly growing demand for artificial intelligence (AI). While other analysts remain skeptical of PLTR's sky-high valuation, Bracelin appears even more optimistic about Palantir's future prospects. Palantir Has a Unique Growth and Margin Model The analyst noted that Palantir has a 'one-of-a-kind' growth and margin model, with potential to reach $24 billion in annual run-rate by 2032. Bracelin added that both of Palantir's end markets, government and U.S. commercial customers, have a total addressable market (TAM) of around one trillion dollars each. He also recommends that investors watch the stock and buy shares on dips, since he views the company as one of the biggest winners of the AI revolution. According to Bracelin, the company currently has a roughly $4 billion revenue run-rate and a free cash flow margin exceeding 40%. He forecasts that revenue from Palantir's U.S. government business could exceed $10 billion by 2030, with its U.S. commercial business reaching $5 billion in revenue by the decade's end. Palantir's U.S. Business Is Expected to Explode As shown by Palantir's KPI data from Main Street Data, the company's government and commercial segments are experiencing robust growth, with the government segment on a significant upward trajectory. During Q1FY25, Palantir's U.S. government revenue grew 45% year-over-year, while U.S. commercial revenue grew 71% compared to the prior year period. The company's strategic focus on AI-driven solutions is driving substantial gains, particularly in the U.S. market, and this momentum is expected to continue into the future. Is PLTR Stock a Buy, Hold, or Sell? Currently, analysts remain cautious about Palantir's long-term outlook. On TipRanks, PLTR stock has a Hold consensus rating based on four Buys, 10 Holds, and three Sell ratings. Also, the average Palantir price target of $109.50 implies 29.3% downside potential from current levels.
Yahoo
an hour ago
- Yahoo
Alcoa Corporation (AA) Reports for Q2 2025; Earnings Beat Estimates
Due to strong hedge fund interest, Alcoa Corporation (NYSE:AA) is among the . A construction crew working on a solar energy system, revealing the company's drive for success. On July 16, 2025, Alcoa Corporation (NYSE:AA) reported results for Q2 2025, which turned out to be a stronger-than-expected quarter. The company reported an adjusted EPS of $0.39 per share, surpassing estimates of $0.29. Meanwhile, sequential revenue went down by 10% to $3 billion. Lower alumina and aluminum prices, along with a $95 million tariff (including the 50% U.S. Section 232 tariff on Canadian aluminum), had a heavy impact, also dragging adjusted EBITDA down by $542 million to $313 million. To mitigate the tariff impact, the company is planning to reroute 100,000 or more metric tons to non-U.S. purchasers. On the strategic side, Alcoa Corporation (NYSE:AA) closed its $1.35 billion Ma'aden JV exit on July 1, 2025, selling its 25.1% stake in the venture to Saudi Arabian Mining Company. Meanwhile, the company continued with its commitment to sustainable actions with initiatives like EcoLum sales and supply extensions with Prysmian. Looking ahead, improved alumina performance and tariff-offsetting Midwest premiums are expected in Q3. However, the company expresses caution due to power-related delays at San Ciprián. Alcoa has faced a challenging environment due to the high cost of energy at the site for an extended period. After the earnings release, on July 18, 2025, Morgan Stanley cut its price target for AA from $40 to $38, while maintaining an 'Overweight' rating, citing the company's short-term market condition and strategic outlook. With its operations in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally, Alcoa Corporation (NYSE:AA) is engaged in the bauxite mining, alumina refining, aluminum production, and energy generation business. It is included in our list of the Best Material Stocks. While we acknowledge the potential of AA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Disclosure. None.
