Latest news with #KarlKeirstead
Yahoo
3 days ago
- Business
- Yahoo
UBS: Nvidia Could Capture $20 Billion from Texas AI Center
Nvidia (NASDAQ:NVDA) and Oracle (NYSE:ORCL) stand to reap massive windfalls from Texas's AI-focused Stargate data center, with UBS estimating up to $20 billion in GPU revenue for Nvidia and over $2 billion for Oracle Cloud Infrastructure. Warning! GuruFocus has detected 7 Warning Signs with CRWV. At full build-out, the Abilene, Texas site could demand 400,000 Nvidia GB200 GPUstranslating to roughly $20 billion in sales and an extra $5 billion in networking revenue as OpenAI scales compute capacity via partnerships with Oracle, Microsoft (NASDAQ:MSFT) and CoreWeave (NASDAQ:CRWV). Meanwhile, Oracle's OCI could host a 100,000-GPU cluster in Phase 1 alone, driving at least $2 billion in revenue and igniting a potentially material backlog event as OpenAI shifts more workloads from Microsoft. For OpenAI, the center's capacity is critical: recent GPU constraints forced product throttling amid surging ChatGPT demand, and Abilene's additional supply will let OpenAI accelerate its roadmap and reclaim momentum. UBS analysts Karl Keirstead, Timothy Arcuri and Radi Sultan argue that as OpenAI pursues deeper infrastructure control, Stargate's scale could reshape the competitive landscape for AI infrastructure providers. Investors should care because Nvidia's GPUs and Oracle's cloud services are positioned at the heart of America's $500 billion AI push, and securing large-scale, multi-year commitments at Stargate could be a game-changer for both companies' growth trajectories. This article first appeared on GuruFocus. 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
UBS: Nvidia Could Capture $20 Billion from Texas AI Center
Nvidia (NASDAQ:NVDA) and Oracle (NYSE:ORCL) stand to reap massive windfalls from Texas's AI-focused Stargate data center, with UBS estimating up to $20 billion in GPU revenue for Nvidia and over $2 billion for Oracle Cloud Infrastructure. Warning! GuruFocus has detected 7 Warning Signs with CRWV. At full build-out, the Abilene, Texas site could demand 400,000 Nvidia GB200 GPUstranslating to roughly $20 billion in sales and an extra $5 billion in networking revenue as OpenAI scales compute capacity via partnerships with Oracle, Microsoft (NASDAQ:MSFT) and CoreWeave (NASDAQ:CRWV). Meanwhile, Oracle's OCI could host a 100,000-GPU cluster in Phase 1 alone, driving at least $2 billion in revenue and igniting a potentially material backlog event as OpenAI shifts more workloads from Microsoft. For OpenAI, the center's capacity is critical: recent GPU constraints forced product throttling amid surging ChatGPT demand, and Abilene's additional supply will let OpenAI accelerate its roadmap and reclaim momentum. UBS analysts Karl Keirstead, Timothy Arcuri and Radi Sultan argue that as OpenAI pursues deeper infrastructure control, Stargate's scale could reshape the competitive landscape for AI infrastructure providers. Investors should care because Nvidia's GPUs and Oracle's cloud services are positioned at the heart of America's $500 billion AI push, and securing large-scale, multi-year commitments at Stargate could be a game-changer for both companies' growth trajectories. This article first appeared on GuruFocus.
Yahoo
28-05-2025
- Business
- Yahoo
UBS Trims MongoDB (MDB) Price Target, Maintains Neutral Rating
On May 27, UBS analyst Karl Keirstead revised his outlook on MongoDB, Inc. (NASDAQ:MDB), cutting the price target from $250.00 to $213.00. Despite the lowered forecast, Keirstead held his Neutral rating, signaling a cautious yet steady stance on the database software provider. The revised price target comes amid shifting expectations for MongoDB's long-term growth. Keirstead cited a current revenue multiple of approximately 4.7 times projected 2026 earnings—a level he described as limiting further downside in the near term. 'Valuation looks fairly balanced at these levels,' Keirstead noted in his research report. 'But structural concerns in the data infrastructure space warrant a neutral position for now.' A software engineer hosting a remote video training session on a multi-cloud database-as-a-service solution. MongoDB, Inc. (NASDAQ:MDB) has been a standout in the NoSQL database space, attracting enterprise clients seeking flexible, scalable data solutions. However, intensifying competition and slowing enterprise tech spending are clouding the company's growth trajectory. The company's upcoming earnings report may offer fresh insights into its forward momentum and revenue outlook. UBS's adjustment reflects broader caution across the tech sector, where analysts are re-evaluating high-growth names amid tightening budgets, shifting demand patterns, and macroeconomic uncertainty. For MongoDB, the message is clear: strong fundamentals remain, but storm clouds linger on the horizon. While we acknowledge the potential of MDB 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 MDB and that has 100x upside potential, check out our report about this . Read More: and Disclosure: None. Sign in to access your portfolio
Yahoo
28-05-2025
- Business
- Yahoo
UBS Trims MongoDB (MDB) Price Target, Maintains Neutral Rating
On May 27, UBS analyst Karl Keirstead revised his outlook on MongoDB, Inc. (NASDAQ:MDB), cutting the price target from $250.00 to $213.00. Despite the lowered forecast, Keirstead held his Neutral rating, signaling a cautious yet steady stance on the database software provider. The revised price target comes amid shifting expectations for MongoDB's long-term growth. Keirstead cited a current revenue multiple of approximately 4.7 times projected 2026 earnings—a level he described as limiting further downside in the near term. 'Valuation looks fairly balanced at these levels,' Keirstead noted in his research report. 'But structural concerns in the data infrastructure space warrant a neutral position for now.' A software engineer hosting a remote video training session on a multi-cloud database-as-a-service solution. MongoDB, Inc. (NASDAQ:MDB) has been a standout in the NoSQL database space, attracting enterprise clients seeking flexible, scalable data solutions. However, intensifying competition and slowing enterprise tech spending are clouding the company's growth trajectory. The company's upcoming earnings report may offer fresh insights into its forward momentum and revenue outlook. UBS's adjustment reflects broader caution across the tech sector, where analysts are re-evaluating high-growth names amid tightening budgets, shifting demand patterns, and macroeconomic uncertainty. For MongoDB, the message is clear: strong fundamentals remain, but storm clouds linger on the horizon. While we acknowledge the potential of MDB 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 MDB and that has 100x upside potential, check out our report about this . Read More: and Disclosure: None. Sign in to access your portfolio
Business Insider
21-05-2025
- Business
- Business Insider
UBS Reaffirms Their Hold Rating on Salesforce (CRM)
In a report released today, Karl Keirstead from UBS maintained a Hold rating on Salesforce (CRM – Research Report), with a price target of $320.00. The company's shares closed today at $288.06. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks straight to you inbox with TipRanks' Smart Value Newsletter Keirstead covers the Technology sector, focusing on stocks such as Microsoft, Adobe, and ServiceNow. According to TipRanks, Keirstead has an average return of 14.6% and a 65.12% success rate on recommended stocks. In addition to UBS, Salesforce also received a Hold from Monness's Brian White in a report issued yesterday. However, on the same day, Citizens JMP reiterated a Buy rating on Salesforce (NYSE: CRM). The company has a one-year high of $369.00 and a one-year low of $212.00. Currently, Salesforce has an average volume of 6.97M. Based on the recent corporate insider activity of 241 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CRM in relation to earlier this year. Last month, R DAVID SCHMAIER, the Chief Product & Impact Officer of CRM sold 6,959.00 shares for a total of $1,762,714.70.
