Latest news with #SanjitSingh
Yahoo
3 days ago
- Business
- Yahoo
HP Inc. (HPQ) Misses the Mark: No Positive Catalysts to Pull It Off the Sidelines
We recently published a list of . In this article, we are going to take a look at where HP Inc. (NYSE:HPQ) stands against other AI stocks on Wall Street's radar. On May 29, Morgan Stanley analyst Sanjit Singh raised the price target on Inc. (NYSE:AI) to $22.00 from $20 while keeping an 'Underweight' rating. Inc. (NYSE:AI) is an enterprise artificial intelligence (AI) software company involved in building and operating enterprise-scale AI applications and accelerating digital transformation. On May 29, Morgan Stanley lowered the firm's price target on HP Inc. (NYSE:HPQ) to $26 from $29 and kept an 'Equal Weight' rating on the shares. HP Inc. is a technology company that specializes in personal computing and printing solutions. A laptop, showing off the companys sleek notebook computers and workstations. Discussing the FY25 guide-down, the firm noted that it is the impact of tariffs, execution, and management conservatism, leaving shares in 'the penalty box' regardless of a 'cheap' valuation. The firm also said that cost-cutting measures did not entirely mitigate these issues. As of now, HP's growth areas are too small and lack transparency, and aren't in a position to meaningfully influence the company's performance. Analysts have also forecast that cost reductions are only partially likely to protect profitability, resulting in an EPS for the fiscal year 2026 that is anticipated to be roughly on par with fiscal year 2024. Capital returns over the next few quarters may be restricted due to HP's increased leverage. The analyst further added that a lack of a positive company-specific catalyst keeps the firm on the sidelines. Overall, HPQ ranks 8th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of HPQ 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 HPQ 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
Business Insider
3 days ago
- Business
- Business Insider
Morgan Stanley Keeps Their Hold Rating on UiPath (PATH)
Morgan Stanley analyst Sanjit Singh maintained a Hold rating on UiPath (PATH – Research Report) today and set a price target of $15.00. The company's shares opened today at $14.86. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Singh is a 2-star analyst with an average return of 0.6% and a 49.40% success rate. Singh covers the Technology sector, focusing on stocks such as Appian, Domo, and PagerDuty. UiPath has an analyst consensus of Hold, with a price target consensus of $13.44, a -9.56% downside from current levels. In a report released today, TD Cowen also maintained a Hold rating on the stock with a $15.00 price target.
Yahoo
4 days ago
- Business
- Yahoo
HP Inc. (HPQ) Misses the Mark: No Positive Catalysts to Pull It Off the Sidelines
We recently published a list of . In this article, we are going to take a look at where HP Inc. (NYSE:HPQ) stands against other AI stocks on Wall Street's radar. On May 29, Morgan Stanley analyst Sanjit Singh raised the price target on Inc. (NYSE:AI) to $22.00 from $20 while keeping an 'Underweight' rating. Inc. (NYSE:AI) is an enterprise artificial intelligence (AI) software company involved in building and operating enterprise-scale AI applications and accelerating digital transformation. On May 29, Morgan Stanley lowered the firm's price target on HP Inc. (NYSE:HPQ) to $26 from $29 and kept an 'Equal Weight' rating on the shares. HP Inc. is a technology company that specializes in personal computing and printing solutions. A laptop, showing off the companys sleek notebook computers and workstations. Discussing the FY25 guide-down, the firm noted that it is the impact of tariffs, execution, and management conservatism, leaving shares in 'the penalty box' regardless of a 'cheap' valuation. The firm also said that cost-cutting measures did not entirely mitigate these issues. As of now, HP's growth areas are too small and lack transparency, and aren't in a position to meaningfully influence the company's performance. Analysts have also forecast that cost reductions are only partially likely to protect profitability, resulting in an EPS for the fiscal year 2026 that is anticipated to be roughly on par with fiscal year 2024. Capital returns over the next few quarters may be restricted due to HP's increased leverage. The analyst further added that a lack of a positive company-specific catalyst keeps the firm on the sidelines. Overall, HPQ ranks 8th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of HPQ 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 HPQ 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.
Business Insider
15-05-2025
- Business
- Business Insider
Dynatrace price target raised to $55 from $50 at Morgan Stanley
Morgan Stanley analyst Sanjit Singh raised the firm's price target on Dynatrace (DT) to $55 from $50 and keeps an Equal Weight rating on the shares after its Q4 earnings beat. Another quarter 20% constant currency subscription revenue growth points to stable demand for Dynatrace, the analyst tells investors in a research note. The firm adds that for FY26, the management took a conservative approach guiding constant-currency ARR/subscription revenue to 13%-14% and 14%-15% respectively. Confident Investing Starts Here: Quickly and 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
Yahoo
06-05-2025
- Business
- Yahoo
Palantir Soars in Tech Talk, Shares Slip Premarket
Palantir (NASDAQ:PLTR) fires on nearly all cylinders in Q1, delivering over 30% top-line growth and an 83% rule-of-40 score even as shares slipped more than 7% in premarket trading. Analysts at Wedbush Securities lifted their price target to $140 from $120, calling Palantir a generational tech name poised for a trillion-dollar market cap within three years after the company beat guidance and raised its outlook for fiscal 2025. Josh Arnold of Timely Trader echoed the sentiment, calling the results another blowout and highlighting that free cash flow and operating profit guidance rose well ahead of revenue growth, implying significant runway for operating leverage going forward, though he warned valuation is catching up to fundamentals. Morgan Stanley's Sanjit Singh agreed that Palantir is firing on nearly all cylinders, praising accelerating deal closures in both government and commercial markets amid broader macro uncertainty. Singh kept an Equal-Weight rating but nudged his price target up to $98 from $90, citing 30%+ revenue growth and an 83% rule-of-40 score as evidence that Palantir has cemented its status as an AI software leader. Bank of America's Mariana Perez Mora maintained her Buy rating, noting that strong demand across segments drove the topline beat and continues to accelerate growth rates. Why it matters: Palantir's Q1 performance reinforces its AI-driven growth story and operating leverage potential, but the premarket stock dip signals that investors remain wary of the premium valuation. Investors will now focus on Q2 guidance and the pace of large deal closures in government and commercial pipelines when Palantir reports next quarter results. This article first appeared on GuruFocus.
