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Yahoo
2 days ago
- Business
- Yahoo
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $3 Trillion, According to Certain Wall Street Analysts
Amazon and Alphabet have underperformed the S&P 500 year to date, but certain analysts see more than 40% upside in both stocks. Amazon is a triple threat with strong positions in e-commerce, digital advertising, and cloud computing, and the company has consistently beat Wall Street's earnings estimates. Alphabet is the market leader in digital advertising, and it's gaining market share in cloud services, but two antitrust lawsuits could force the company to break up. 10 stocks we like better than Amazon › Shares of Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) have fallen a few percentage points year to date despite a 2% return in the benchmark S&P 500 (SNPINDEX: ^GSPC). But certain Wall Street analysts anticipate substantial gains in those stocks in the next 12 months, as detailed below: Ivan Feinseth at Tigress Financial has set Amazon with a target price of $305 per share. That implies 44% upside from its current share price of $212. It also implies a market value of $3.2 trillion. Paul Chew at Phillip Securities has set Alphabet with a target price of $250 per share. That implies 45% upside from its current share price of $172. It also implies a market value of $3 trillion. Here's what investors should know about Amazon and Alphabet. The investment thesis for Amazon centers on its strong position in three growing markets. It runs the most popular online marketplace outside of China, powering nearly 41% of retail e-commerce sales in the United States. Amazon is also the largest retail media company, collecting nearly 77% of domestic-retail ad spending and 40% of global-retail ad spending. Finally, Amazon Web Services (AWS) is the largest public cloud, holding 29% market share in infrastructure and platform services. With more customers and partners than any other cloud platform, AWS is particularly well positioned to capitalize on growing demand for artificial intelligence (AI) infrastructure. The company has leaned into that opportunity by developing custom chips for training and inference. Importantly, Amazon is also using AI across its retail business to improve productivity and efficiency. CEO Andy Jassy says the company is developing about 1,000 generative AI tools to make warehouse robots smarter, improve inventory allocation, and optimize delivery routes. Those innovations, coupled with the ongoing restructuring of its logistics network, should improve retail margins in the coming years. As a caveat, Amazon may struggle with tariffs. Morgan Stanley estimates 60% of sellers on the marketplace have some exposure to China, and Chinese sellers represent an important source of advertising revenue. Nevertheless, Andy Jassy believes its diversified seller base will let the company "weather challenging conditions better than others." Wall Street expects Amazon's earnings to increase at 10% annually through 2026. That makes the current valuation of 34 times earnings look expensive. But analysts have often missed the mark in the past. Amazon beat the consensus earnings estimate by an average of 21% in the last six quarters. Assuming that trend continues, the current stock price is quite reasonable. Here's the takeaway: I'm not convinced Amazon stock will return 44% in the next year, but I still think patient investors should own a position, and now is a reasonable time to buy a few shares. The investment thesis for Alphabet centers on large opportunities in digital advertising and cloud services. Namely, Alphabet is the largest ad tech company on the planet, and digital ad spending is forecast to grow at 15% annually through 2030. While Alphabet has been losing market share for years, it still has a profound ability to engage internet users with platforms like Chrome, Google Search, and YouTube. Also, while internet search is undoubtedly moving toward AI tools like ChatGPT and Perplexity, Alphabet is successfully leaning into that trend. Generative AI overviews in Google Search are driving higher usage and satisfaction. And its generative AI application Gemini was the second-most downloaded AI chatbot behind ChatGPT last year, according to Sensor Tower. Google is the third-largest public cloud. It accounted for 12% of infrastructure and platform-services spending in the first quarter, up a percentage point from the prior year. Meanwhile, Amazon and Microsoft lost share. Google may continue to outpace its peers due to strength in large language models and AI infrastructure, two categories where Forrester Research has recognized the company as a leader. Importantly, Alphabet has a third major opportunity in autonomous driving technology. That industry is far less developed than digital advertising and cloud computing, but the global autonomous ride-sharing market could top $2 trillion over the next decade, according to Evercore. Alphabet's Waymo is an early leader. It currently provides 250,000 driverless rides per week across four U.S. cities, up fivefold from last year. As a caveat, Alphabet faces a possible breakup depending on the outcome of two antitrust lawsuits that have progressed to the remediation phase. A federal judge will propose fixes for its illegal internet search monopoly in August, and another federal judge will rule on its ad tech monopoly at a future date. Most analysts think the probability of a forced breakup is slim, but the odds are not zero. With that in mind, Wall Street estimates Alphabet's adjusted earnings will increase at 7% annually through 2026. That makes the current valuation of 19 times sales look somewhat expensive. But Alphabet beat the consensus estimate by an average of 14% during the last six quarters. The current valuation would be reasonable if that trend continues. Here's the takeaway: Alphabet stock could return 45% in the next year if the judges issue favorable rulings in the antitrust cases. But the stock could also decline sharply if either judge orders a breakup. Investors can buy a small position today, but I would wait for more clarity before taking a large stake. Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amazon wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,395!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $858,011!* Now, it's worth noting Stock Advisor's total average return is 997% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Amazon. The Motley Fool has positions in and recommends Alphabet and Amazon. The Motley Fool has a disclosure policy. 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $3 Trillion, According to Certain Wall Street Analysts was originally published by The Motley Fool Sign in to access your portfolio
Globe and Mail
2 days ago
- Business
- Globe and Mail
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $3 Trillion, According to Certain Wall Street Analysts
Shares of Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) have fallen a few percentage points year to date despite a 2% return in the benchmark S&P 500 (SNPINDEX: ^GSPC). But certain Wall Street analysts anticipate substantial gains in those stocks in the next 12 months, as detailed below: Ivan Feinseth at Tigress Financial has set Amazon with a target price of $305 per share. That implies 44% upside from its current share price of $212. It also implies a market value of $3.2 trillion. Paul Chew at Phillip Securities has set Alphabet with a target price of $250 per share. That implies 45% upside from its current share price of $172. It also implies a market value of $3 trillion. Here's what investors should know about Amazon and Alphabet. Amazon: 44% implied upside The investment thesis for Amazon centers on its strong position in three growing markets. It runs the most popular online marketplace outside of China, powering nearly 41% of retail e-commerce sales in the United States. Amazon is also the largest retail media company, collecting nearly 77% of domestic-retail ad spending and 40% of global-retail ad spending. Finally, Amazon Web Services (AWS) is the largest public cloud, holding 29% market share in infrastructure and platform services. With more customers and partners than any other cloud platform, AWS is particularly well positioned to capitalize on growing demand for artificial intelligence (AI) infrastructure. The company has leaned into that opportunity by developing custom chips for training and inference. Importantly, Amazon is also using AI across its retail business to improve productivity and efficiency. CEO Andy Jassy says the company is developing about 1,000 generative AI tools to make warehouse robots smarter, improve inventory allocation, and optimize delivery routes. Those innovations, coupled with the ongoing restructuring of its logistics network, should improve retail margins in the coming years. As a caveat, Amazon may struggle with tariffs. Morgan Stanley estimates 60% of sellers on the marketplace have some exposure to China, and Chinese sellers represent an important source of advertising revenue. Nevertheless, Andy Jassy believes its diversified seller base will let the company "weather challenging conditions better than others." Wall Street expects Amazon's earnings to increase at 10% annually through 2026. That makes the current valuation of 34 times earnings look expensive. But analysts have often missed the mark in the past. Amazon beat the consensus earnings estimate by an average of 21% in the last six quarters. Assuming that trend continues, the current stock price is quite reasonable. Here's the takeaway: I'm not convinced Amazon stock will return 44% in the next year, but I still think patient investors should own a position, and now is a reasonable time to buy a few shares. Alphabet: 45% implied upside The investment thesis for Alphabet centers on large opportunities in digital advertising and cloud services. Namely, Alphabet is the largest ad tech company on the planet, and digital ad spending is forecast to grow at 15% annually through 2030. While Alphabet has been losing market share for years, it still has a profound ability to engage internet users with platforms like Chrome, Google Search, and YouTube. Also, while internet search is undoubtedly moving toward AI tools like ChatGPT and Perplexity, Alphabet is successfully leaning into that trend. Generative AI overviews in Google Search are driving higher usage and satisfaction. And its generative AI application Gemini was the second-most downloaded AI chatbot behind ChatGPT last year, according to Sensor Tower. Google is the third-largest public cloud. It accounted for 12% of infrastructure and platform-services spending in the first quarter, up a percentage point from the prior year. Meanwhile, Amazon and Microsoft lost share. Google may continue to outpace its peers due to strength in large language models and AI infrastructure, two categories where Forrester Research has recognized the company as a leader. Importantly, Alphabet has a third major opportunity in autonomous driving technology. That industry is far less developed than digital advertising and cloud computing, but the global autonomous ride-sharing market could top $2 trillion over the next decade, according to Evercore. Alphabet's Waymo is an early leader. It currently provides 250,000 driverless rides per week across four U.S. cities, up fivefold from last year. As a caveat, Alphabet faces a possible breakup depending on the outcome of two antitrust lawsuits that have progressed to the remediation phase. A federal judge will propose fixes for its illegal internet search monopoly in August, and another federal judge will rule on its ad tech monopoly at a future date. Most analysts think the probability of a forced breakup is slim, but the odds are not zero. With that in mind, Wall Street estimates Alphabet's adjusted earnings will increase at 7% annually through 2026. That makes the current valuation of 19 times sales look somewhat expensive. But Alphabet beat the consensus estimate by an average of 14% during the last six quarters. The current valuation would be reasonable if that trend continues. Here's the takeaway: Alphabet stock could return 45% in the next year if the judges issue favorable rulings in the antitrust cases. But the stock could also decline sharply if either judge orders a breakup. Investors can buy a small position today, but I would wait for more clarity before taking a large stake. Should you invest $1,000 in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,395!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $858,011!* Now, it's worth noting Stock Advisor 's total average return is997% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Amazon. The Motley Fool has positions in and recommends Alphabet and Amazon. The Motley Fool has a disclosure policy.
Yahoo
23-05-2025
- Business
- Yahoo
Tigress Financial Boosts Lyft (LYFT) Price Target Following Record Q1 Performance
Tigress Financial's Ivan Feinseth upgraded his price target for Lyft, Inc. (NASDAQ:LYFT) from $26 to $28 on May 21 and maintained a Buy rating. The analyst cited the company's record-breaking Q1 2025 results and strategic initiatives as drivers for the upside. Feinseth highlighted Lyft's impressive Q1 2025 performance, which saw rides surge 16% to a record 218.4 million and active riders climb 11% to 24.2 million. The company generated $1.5 billion in revenue, up 14% year-over-year, while gross bookings reached $4.2 billion. This marked Lyft's 16th consecutive quarter of double-digit gross bookings growth. The analyst emphasized several growth catalysts driving his bullish outlook. Lyft recently launched its AI-powered Earnings Assistant, an industry-first tool helping drivers optimize their income through personalized guidance. The company also introduced Lyft Silver, targeting adults 65 and older. This demographic represents only 5% of current riders but is expected to reach 70 million Americans by 2030. Lyft, Inc. (NASDAQ:LYFT) is a mobility services company that operates a ride-hailing platform in the United States and Canada. It connects riders with drivers through its app and offers various ride options, including standard rides, shared rides, luxury rides (Lux, Lux Black), and larger vehicle rides (Lyft XL). While we acknowledge the potential of Lyft Inc. (NASDAQ:LYFT) 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 LYFT and that has 100x upside potential, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Sign in to access your portfolio
Globe and Mail
07-05-2025
- Automotive
- Globe and Mail
Wall Street Analysts Are Bullish on Top Consumer Cyclical Picks
There's a lot to be optimistic about in the Consumer Cyclical sector as 3 analysts just weighed in on Ferrari (RACE – Research Report), Amazon (AMZN – Research Report) and Portillo's (PTLO – Research Report) with bullish sentiments. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Ferrari (RACE) UBS analyst Susy Tibaldi maintained a Buy rating on Ferrari today. The company's shares closed last Tuesday at $471.45. Tibaldi has an average return of 23.8% when recommending Ferrari. ;'> According to Tibaldi is ranked #1875 out of 9504 analysts. Currently, the analyst consensus on Ferrari is a Moderate Buy with an average price target of $522.76, which is a 12.1% upside from current levels. In a report issued on April 21, Morgan Stanley also maintained a Buy rating on the stock with a $520.00 price target. Amazon (AMZN) In a report released today, Ivan Feinseth from Tigress Financial reiterated a Buy rating on Amazon, with a price target of $305.00. The company's shares closed last Tuesday at $186.18. According to Feinseth is a 5-star analyst with an average return of 13.3% and a 60.4% success rate. Feinseth covers the NA sector, focusing on stocks such as Norwegian Cruise Line, Travel + Leisure Co, and Royal Caribbean. ;'> Currently, the analyst consensus on Amazon is a Strong Buy with an average price target of $241.40, implying a 29.5% upside from current levels. In a report issued on April 21, Raymond James also downgraded the stock to Buy with a $195.00 price target. Portillo's (PTLO) In a report released today, Sharon Zackfia from William Blair reiterated a Buy rating on Portillo's. The company's shares closed last Tuesday at $10.27. According to Zackfia is a 5-star analyst with an average return of 12.5% and a 53.4% success rate. Zackfia covers the NA sector, focusing on stocks such as Birkenstock Holding plc, OneSpaWorld Holdings, and Lululemon Athletica. ;'> Portillo's has an analyst consensus of Moderate Buy, with a price target consensus of $14.60.
Yahoo
01-05-2025
- Business
- Yahoo
Is AT&T Stock Going to $34? 1 Wall Street Analyst Thinks So.
Tigress Financial analyst Ivan Feinseth maintains a buy rating on AT&T stock and raised the price target to $34. AT&T has reported strong performance across its wireless and fiber internet services. AT&T stock trades at a premium valuation to its top competitor. AT&T (NYSE: T) stock has been a strong performer, surging 64% over the last year. But Tigress Financial analyst Ivan Feinseth sees more upside following AT&T's first-quarter earnings report. The analyst recently maintained a buy rating on the shares and raised the firm's price target from $32 to $34, implying 23% upside over the current $27.71 share price. Can investors expect the stock to hit the analyst's price target over the next 12 months? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » AT&T has been outperforming the competition, and that trend continued in the first quarter. It reported 324,000 postpaid phone net adds, which refers to the monthly bills customers pay to use their phone. It also reported a healthy postpaid churn rate of 0.83%, indicating relatively low cancellations. It is having success cross-selling its fiber internet service, with over 40% of AT&T Fiber households also using the company's wireless service. Overall, revenue from fiber broadband grew 19% year over year in Q1. Competition picked up in the quarter, but AT&T's churn rate shows it is not having a problem signing up customers right now. Management credits the momentum to a new commitment to delivering quality service and attractive offers, which it refers to as the AT&T Guarantee. This reflects the investment the company has made in its fiber buildout and upgrading its network connectivity. If AT&T continues to report solid financial results like Q1, the stock could head toward the analyst's price target this year. But there are risks to watch for, such as the possibility of an economic downturn and a sudden shift in the competitive landscape if other wireless service providers get more aggressive with promotional offers. AT&T stock also trades at 13 times 2025 earnings, which is noticeably more expensive than Verizon Communications' 9 times forward earnings multiple. However, it's probably worth a premium, since AT&T is adding more postpaid phone customers, generating a superior cash-flow margin, and growing revenue faster than Verizon. Before you buy stock in AT&T, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and AT&T wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $610,327!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $667,581!* Now, it's worth noting Stock Advisor's total average return is 882% — a market-crushing outperformance compared to 161% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 28, 2025 John Ballard has no position in any of the stocks mentioned. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy. Is AT&T Stock Going to $34? 1 Wall Street Analyst Thinks So. was originally published by The Motley Fool Sign in to access your portfolio
