Latest news with #AIStocks
Yahoo
11 hours ago
- Business
- Yahoo
Analyst Sees More Upside for Constellation Energy (CEG) After Strong YTD Rally
Constellation Energy Corporation (NASDAQ:CEG) is one of the AI Stocks Analysts Are Watching Closely. On August 11, Raymond James analyst J.R. Weston raised the price target on the stock to $393.00 (from $391.00) while maintaining an Outperform rating. Raymond James rating affirmation is a reflection of Constellation's market leadership as the nation's largest clean energy producer, largest nuclear fleet operator, and largest commercial-industrial retail book holder. The company is also involved in two of the three nuclear data center deals announced to date, exemplifying its robust base business even without new deals. Two factors will be fueling Constellation's double-digit EPS growth through 2030. A modern skyscraper illuminated in orange and blue, representing the energy sector of the US equity market. 'The company expects double-digit EPS growth through 2030, fueled by its nuclear fleet and surging clean energy demand. Closure and integration of private merchant generator Calpine (recently approved by both FERC and Texas regulators) will provide a catalyst stream, enhancing this low-capex story with major financial optionality through buybacks. In a high-flying subsector, CEG's +45% YTD performance and +177% gains since January 2024 reflect its premium valuation as an established nuclear leader. We maintain our Outperform rating.' Constellation Energy Corporation (NASDAQ:CEG) is an energy provider specializing in clean, carbon-free energy solutions. While we acknowledge the potential of CEG 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. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11 hours ago
- Business
- Yahoo
Dell (DELL) Unveils AI Data Platform Upgrades to Boost Enterprise AI Workloads
Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Analysts Are Watching Closely. On August 11, the company announced updates to its Dell AI Data Platform, helping customers better support the full lifecycle of AI workloads. The AI Data Platform aims to enhance unstructured data ingestion, transformation, retrieval and compute performance to streamline AI development and deployment so that massive datasets can transform into reliable and high quality real-time intelligence for generative AI. Dell has also introduced an unstructured data engine developed in collaboration with Search AI leader Elastic to improve data processing capabilities for enterprise artificial intelligence applications. The unstructured data engine aims to offer real-time, secure access to large-scale unstructured datasets for inferencing, analytics, and intelligent search. Developed in collaboration with open-source Search AI leader Elastic, the data engine will provide customers advanced vector search, semantic retrieval and hybrid keyword search capabilities for powering AI applications. The company also announced that its PowerEdge R7725 server with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs will be the first 2U server platform to deliver the NVIDIA AI Data Platform reference architecture. Together, Dell and the NVIDIA AI Data Platform reference design will provide a GPU-accelerated reference architecture for AI. 'The key to unlocking AI's full potential lies in breaking down silos and simplifying access to enterprise data. Collaborating with industry leaders like NVIDIA and Elastic to advance the Dell AI Data Platform will help organizations accelerate innovation and scale AI with confidence.' -Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies. Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide. While we acknowledge the potential of DELL 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. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Stifel Cautious on Twilio (TWLO) Despite Agentic AI Tailwinds
Twilio Inc. (NYSE:TWLO) is one of the 10 AI Stocks Making Waves on Wall Street. On August 8, Stifel analyst J. Parker Lane reiterated a Hold rating on the stock with a $110.00 price target. The hold rating comes despite Twilio achieving its third consecutive quarter of double-digit revenue growth. 'Twilio reported its third consecutive quarter of double-digit revenue growth and fifth consecutive of acceleration while providing what we view as a strong top-line guide for 3Q and the full year.' Profit margins were under pressure as the lower-GM Messaging business made up more of the company sales, dragging down the company's overall gross margin. Verizon's increased A2P messaging rate also impacted margins in the quarter and guide, resulting in $6 million in incremental pass-through to the company's reported revenue. An analyst studying charts and graphs in her office, pouring over details of the company's portfolio performance benchmarking. Nevertheless, Stifel noted that Twilio continues to benefit from agentic AI tailwinds. These AI customers rely heavily on Voice which is why they are profitable and reap high gross margins. 'As such, the full-year op income guide was only maintained, leading to after-hour weakness. Finally, the company continues to benefit from agentic AI tailwinds, noting 'many' AI customers are spending at a seven-figure run-rate, while also noting these AI startups carry far higher gross margins (80% blended GM for top 10) considering their reliance on Voice. We maintain our Hold rating and $110 target price on TWLO shares.' Twilio Inc. (NYSE:TWLO) is a leading cloud communications platform-as-a-service (CPaaS) company. While we acknowledge the potential of TWLO 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. READ NEXT: and Disclosure: None. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
KeyBanc Reaffirms Overweight on Constellation (CEG), Eyes Year-End Deal
Constellation Energy Corporation (NASDAQ:CEG) is one of the 10 AI Stocks Making Waves on Wall Street. On August 8, KeyBanc analyst Sophie Karp raised the price target on the stock to $359.00 (from $337.00) while maintaining an Overweight rating. The firm noted how Constellation reported its second-quarter results slightly ahead of consensus expectations, reiterating both its 2025 and long-term guidance. However, shares were down amid no deals announcement. 'Shares were slightly down (-0.4% vs. UTY +1.0%) as the Company did not announce a deal, but we expect one to be announced by yearend as the Company highlighted two, with one specifically in the late stages.' Keybanc is optimistic about upcoming deals considering how Constellation remains well-positioned to capitalize on the expanding data economy and its 'intrinsically appreciating generation fleet.' Recent PJM results and the company's long-term power purchase agreement with Meta supports this thesis. The company also talked about other near-term catalysts. 'Other NT catalysts include FERC resolution with resulting regulatory clarity and the closing of the Calpine deal. That said, we believe the scarcity value of CEG's assets will continue to put upward pressure on shares as more deals are announced and expect buybacks to provide support for the share price. Reiterate OW rating, raise PT to $359.' Constellation Energy Corporation (NASDAQ:CEG) is an energy provider specializing in clean, carbon-free energy solutions. While we acknowledge the potential of CEG 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. READ NEXT: and Disclosure: None.
Forbes
4 days ago
- Business
- Forbes
5 AI Stocks Struggle To Hit New Highs: And Fail To Get There
Artificial intelligence stocks are said to be the next big thing. That may be true but once you go beyond the successes of Nvidia and Palantir Technologies, it's tougher now than it's been. With those two hitting new highs today and the Nasdaq 100 hitting new highs, why are these other AI names not quite following the lead lately? Has the bloom come off the artificial intelligence rose? 5 AI Stocks Not Hitting New Highs iShares Future AI and Tech ETF: It's odd to see this AI ETF fail to make a new high while the S&P 500 and the Nasdaq 100 make it up to their new highs today. Up until August, this price had followed the indexes upward. Not anymore. Following the July 31 stock market sell-off, the iShares Robotics and Artificial Intelligence exchange traded fund is underperforming. Advantest: This OTC-traded stock makes up 3% of the iShares Robotics and Artificial Intelligence ETF portfolio. Market cap is $59.37 billion. The Tokyo-based Advantest makes semiconductors. The tech firm's annual growth rate over the last five years is reported to be 43%. The red-dotted line indicates 'lack of new high.' The company using the symbol 'AI' has one of the sector's worst looking charts. In December 2024, it traded at above $44 and now goes for $16.91. this month took out the previous low from April, designated on this chart by the lower red-dotted line. Earnings this year are down by 23% and down over the past five years by 25%. Alphabet: After trading at above $205 in February and dipping down to $140, the stock that is still commonly referred to as Google, now trades at $203. That's lower than February even with the gap down now filled (red circled). Market cap is $2462 billion. It's a component of the S&P 500 and the Nasdaq 100, both of which hit new highs today. Super Micro Computer: From the February high of near $66 to the present $46 amounts to a 30% slide. The rally from the April low looked good until the July 31 stock market sell-off. A few days after that Super Micro Computer gapped down after an earnings miss. The company that refers to itself as 'an AI data center infrastructure total solution' has a market cap of $27.71 billion. Vertiv Holdings: The stock hit $155 in January, dropped in April to just below $60 and almost recovered in late July with a $153 trading range high. Vertive now trades for $143 making it another AI stock failing to keep up with today's new highs for the S&P 500 and the Nasdaq 100. The company calls itself 'a global leader in critical digital infrastructure.' What has happend to all of the previous enthusiasm for this persistently hyped sector? Some former buyers seem to be holding back now. Stats courtesy of Charts courtesy of No artificial intelligence was used in the writing of this post. More analysis and commentary at
