Latest news with #AscendAI
Yahoo
23-05-2025
- Business
- Yahoo
Keysight Technologies, Inc. (KEYS) Beats Earnings, JP Morgan Raises Price Target to $177
We recently published a list of . In this article, we are going to take a look at where Keysight Technologies, Inc. (NYSE:KEYS) stands against other AI stocks on analysts' radar. The recently imposed US sanctions on chip use have angered China. In recent news, the country has stated that it may take legal action against any individual or organization who are found assisting or implementing U.S. measures that advise companies against using their advanced semiconductors. According to the U.S. published guidance, companies risk violating export controls if found using Ascend AI chips from Shenzhen-based Huawei. In response, China's commerce ministry said there could be 'corresponding legal liabilities' against those involved in implementing U.S. measures and that it constitutes 'discriminatory restrictive measures' against Chinese firms. READ ALSO: and . The sanctions are seemingly a new strategy adopted by the US to curb China's progress in the AI arms race. The world is yet to watch the success of this strategy as opposed to the AI diffusion rule imposed earlier, which the world came to know had failed miserably after the arrival of DeepSeek. Even Jensen Huang has deemed the AI diffusion rule to be a failure. 'All in all, the export control was a failure. The fundamental assumptions that led to the AI diffusion rule in the beginning, in the first place, has been proven to be fundamentally flawed.' In fact, the sales block advanced AI chips to China, forcing companies to buy semiconductors from Chinese designers. It also pushed the country to invest aggressively in a robust supply chain that doesn't rely on manufacturers outside the country. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician examining a complex circuit board in a semiconductor development Technologies, Inc. (NYSE:KEYS) is a global technology company that provides electronic design and test solutions. On May 21, JP Morgan analyst Samik Chatterjee maintained an 'Overweight' rating on the stock and increased the price target to $177 from the previous $172. Keysight announced strong second fiscal quarter performance, beating revenue and earnings estimates. The company also delivered third-quarter guidance that exceeded market forecasts, upgrading its full-year outlook for fiscal year 2025. These factors imply how the company is capable of reaching its long-term revenue growth targets despite challenging macroeconomic conditions. In particular, Keysight has witnessed strong growth in the Wireline segment on the back of advanced equipment deployment. This growth is further helping offset challenges in areas such as General Electronics and Autos. Tariff-related cost headwinds do remain, but strategic pricing actions and the acquisition of Spirent are seen as a positive move supporting future growth. Other analysts have also highlighted Keysight's diversified supply chain and strategic investments in AI infrastructure playing a strong role against such tariffs. Analyst firms such as Barclays are also bullish on the stock, particularly its continued momentum in Keysight's AI and defense sectors. Overall, KEYS ranks 11th on our list of AI stocks on analysts' radar. While we acknowledge the potential of KEYS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than KEYS and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
23-05-2025
- Business
- Yahoo
Pony AI (PONY) Gains Wall Street Confidence After Q1 Robotaxi Boom
We recently published a list of . In this article, we are going to take a look at where Pony AI Inc. (NASDAQ:PONY) stands against other AI stocks on analysts' radar. The recently imposed US sanctions on chip use have angered China. In recent news, the country has stated that it may take legal action against any individual or organization who are found assisting or implementing U.S. measures that advise companies against using their advanced semiconductors. According to the U.S. published guidance, companies risk violating export controls if found using Ascend AI chips from Shenzhen-based Huawei. In response, China's commerce ministry said there could be 'corresponding legal liabilities' against those involved in implementing U.S. measures and that it constitutes 'discriminatory restrictive measures' against Chinese firms. READ ALSO: and . The sanctions are seemingly a new strategy adopted by the US to curb China's progress in the AI arms race. The world is yet to watch the success of this strategy as opposed to the AI diffusion rule imposed earlier, which the world came to know had failed miserably after the arrival of DeepSeek. Even Jensen Huang has deemed the AI diffusion rule to be a failure. 'All in all, the export control was a failure. The fundamental assumptions that led to the AI diffusion rule in the beginning, in the first place, has been proven to be fundamentally flawed.' In fact, the sales block advanced AI chips to China, forcing companies to buy semiconductors from Chinese designers. It also pushed the country to invest aggressively in a robust supply chain that doesn't rely on manufacturers outside the country. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). An experienced software engineer working on a complex line of code in a programming AI Inc. (NASDAQ:PONY) deals in the commercialization of autonomous vehicles. Analyst Ming-Hsun Lee from Bank of America Securities recently reiterated a 'Buy' rating on the stock and increased the price target to $21.00 from $17.70. Lee's optimism in Pony AI stems from the company's growth potential and strategic advancements. In particular, its impressive Q1 2025 performance, driven by a 200% year-over-year growth in robotaxi services, proved to be convincing of its strong demand and market presence. Gross profit margin did record a decline, but operational improvements tend to offset this concern. The company is also planning to expand its robotaxi fleet to 1,000 units by the end of 2025. Another key catalyst for the company has been key partnerships with companies such as Uber and a leading Singaporean transportation firm. These moves are positioning the company for global reach. The firm is also looking forward to the expected mass production of Gen-7 vehicles. These vehicles will be more cost-effective due to reduced autonomous driving kit and LiDAR costs, enhancing profitability. All of these developments reinforce a positive outlook toward the stock. Overall, PONY ranks 12th on our list of AI stocks on analysts' radar. While we acknowledge the potential of PONY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PONY and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
23-05-2025
- Business
- Yahoo
Palo Alto (PANW) Gets Price Target Boost, Goldman Sachs Stays Bullish
We recently published a list of . In this article, we are going to take a look at where Palo Alto Networks, Inc. (NASDAQ:PANW) stands against other AI stocks on analysts' radar. The recently imposed US sanctions on chip use have angered China. In recent news, the country has stated that it may take legal action against any individual or organization who are found assisting or implementing U.S. measures that advise companies against using their advanced semiconductors. According to the U.S. published guidance, companies risk violating export controls if found using Ascend AI chips from Shenzhen-based Huawei. In response, China's commerce ministry said there could be 'corresponding legal liabilities' against those involved in implementing U.S. measures and that it constitutes 'discriminatory restrictive measures' against Chinese firms. READ ALSO: and . The sanctions are seemingly a new strategy adopted by the US to curb China's progress in the AI arms race. The world is yet to watch the success of this strategy as opposed to the AI diffusion rule imposed earlier, which the world came to know had failed miserably after the arrival of DeepSeek. Even Jensen Huang has deemed the AI diffusion rule to be a failure. 'All in all, the export control was a failure. The fundamental assumptions that led to the AI diffusion rule in the beginning, in the first place, has been proven to be fundamentally flawed.' In fact, the sales block advanced AI chips to China, forcing companies to buy semiconductors from Chinese designers. It also pushed the country to invest aggressively in a robust supply chain that doesn't rely on manufacturers outside the country. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A cutting-edge computer lab full of IT experts monitoring the security of multiple Alto Networks, Inc. (NASDAQ:PANW) is a leader in AI-powered cybersecurity. One of the most notable analyst calls on Wednesday, May 21, is for Palo Alto Networks. Goldman Sachs analyst Gabriela Borges raised the price target on the stock to $231.00 (from $215.00) while maintaining a 'Buy' rating. Analyst Gabriela Borges expressed optimism about the company's strategic positioning in the industry. The analyst noted Palo Alto's mixed performance over the quarters due to industry spending normalization, increased cloud competition, and changes in the company's business model. Despite these factors, the company is recognized to be in a good position to lead strategic enterprise security discussions and consolidate spending in the medium term, alongside Crowdstrike and Microsoft. Borges also noted that the field of next-generation AI security vendors will likely undergo consolidation over time, and that Palo Alto is likely to benefit from this. 'We maintain a Buy rating on the stock. Fundamentals have been mixed over the past 4+ quarters, in our view due to industry normalization in network security industry spending, competition in cloud, and moving pieces to the model (such as the mix of financing deals). However, we continue to view Palo Alto as one of only three companies well positioned to have strategic enterprise security conversations to consolidate spend over the medium term, with CrowdStrike and Microsoft the other two. While we expect to see a number of next-gen vendors in AI security, we ultimately believe that this field will consolidate over time in favor of leaders such as Palo Alto, that have the ability and willingness to invest in technology leadership, outsource R&D via M&A, and realize attractive unit economics from cross sell.' Overall, PANW ranks 9th on our list of AI stocks on analysts' radar. While we acknowledge the potential of PANW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PANW and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
23-05-2025
- Business
- Yahoo
Dell Technologies Inc. (DELL) Talks AI at Tech Event, Analyst Reaffirms $120 Price Target
We recently published a list of . In this article, we are going to take a look at where Dell Technologies Inc. (NYSE:DELL) stands against other AI stocks on analysts' radar. The recently imposed US sanctions on chip use have angered China. In recent news, the country has stated that it may take legal action against any individual or organization who are found assisting or implementing U.S. measures that advise companies against using their advanced semiconductors. According to the U.S. published guidance, companies risk violating export controls if found using Ascend AI chips from Shenzhen-based Huawei. In response, China's commerce ministry said there could be 'corresponding legal liabilities' against those involved in implementing U.S. measures and that it constitutes 'discriminatory restrictive measures' against Chinese firms. READ ALSO: and . The sanctions are seemingly a new strategy adopted by the US to curb China's progress in the AI arms race. The world is yet to watch the success of this strategy as opposed to the AI diffusion rule imposed earlier, which the world came to know had failed miserably after the arrival of DeepSeek. Even Jensen Huang has deemed the AI diffusion rule to be a failure. 'All in all, the export control was a failure. The fundamental assumptions that led to the AI diffusion rule in the beginning, in the first place, has been proven to be fundamentally flawed.' In fact, the sales block advanced AI chips to China, forcing companies to buy semiconductors from Chinese designers. It also pushed the country to invest aggressively in a robust supply chain that doesn't rely on manufacturers outside the country. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Sergiy Palamarchuk/ Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide. On May 21, Evercore ISI analyst Amit Daryanani reiterated an 'Outperform' rating and $120.00 price target on the stock. The rating update follows Day 2 of Dell World, Dell's major technology conference happening May 19-22 in Las Vegas. Featuring a keynote presentation by Dell's Chief Operating Officer Jeffrey Clarke, Day 2 highlighted the importance of enterprise AI adoption and the role of Dell's products and services in developing AI strategies for customers. Clarke stressed how enterprises don't need to use the latest GPUs or models to embark on AI adoption, stressing a tailored approach to AI strategies instead. The company also announced all-flash storage offerings and the Dell Private Cloud software automation, amongst other things. However, the focal point of the conversation was simple: the need for early enterprise AI adoption and the role that Dell can play in assisting customers in starting their AI journeys. All of these factors reaffirm Evercore ISI's confidence in the company's direction and potential for growth. Overall, DELL ranks 10th on our list of AI stocks on analysts' radar. While we acknowledge the potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DELL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
23-05-2025
- Business
- Yahoo
Elastic (ESTC) Earnings Ahead, TD Cowen Maintains Hold and $105 Target
We recently published a list of . In this article, we are going to take a look at where Elastic N.V. (NYSE:ESTC) stands against other AI stocks on analysts' radar. The recently imposed US sanctions on chip use have angered China. In recent news, the country has stated that it may take legal action against any individual or organization who are found assisting or implementing U.S. measures that advise companies against using their advanced semiconductors. According to the U.S. published guidance, companies risk violating export controls if found using Ascend AI chips from Shenzhen-based Huawei. In response, China's commerce ministry said there could be 'corresponding legal liabilities' against those involved in implementing U.S. measures and that it constitutes 'discriminatory restrictive measures' against Chinese firms. READ ALSO: and . The sanctions are seemingly a new strategy adopted by the US to curb China's progress in the AI arms race. The world is yet to watch the success of this strategy as opposed to the AI diffusion rule imposed earlier, which the world came to know had failed miserably after the arrival of DeepSeek. Even Jensen Huang has deemed the AI diffusion rule to be a failure. 'All in all, the export control was a failure. The fundamental assumptions that led to the AI diffusion rule in the beginning, in the first place, has been proven to be fundamentally flawed.' In fact, the sales block advanced AI chips to China, forcing companies to buy semiconductors from Chinese designers. It also pushed the country to invest aggressively in a robust supply chain that doesn't rely on manufacturers outside the country. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A group of software engineers working in an open, futuristic N.V. (NYSE:ESTC) is a search AI company offering cloud-based solutions. TD Cowen recently lowered the firm's price target on the stock to $105 from $125 and kept a 'Hold' rating on the shares. The firm holds a cautious outlook toward the stock ahead of its financial report scheduled for May 29. All eyes are going to be on the company's guidance for FY26 on the said day. While a 23% Cloud growth expectation is in line with estimates, FY26 guidance is anticipated to be slightly below the consensus estimate of 14%. This is because the forecast accounts for the recent CFO appointment and the current macroeconomic environment. As such, the upcoming earnings and guidance may prove to be a crucial test for investor confidence. In other news, Elastic announced how Elasticsearch, its open-source, distributed search and analytics engine, has integrated with the new NVIDIA Enterprise AI Factory validated design. This collaboration strives to build and deploy on-premises AI factories. 'We are obsessed with building the best vector database in the market. NVIDIA Enterprise AI Factory validated designs enable Elastic customers to unlock faster, more relevant insights from their data.' Overall, ESTC ranks 8th on our list of AI stocks on analysts' radar. While we acknowledge the potential of ESTC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ESTC and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
