Analysts are intrested in these 5 stocks: ( (CRWV) ), ( (VRT) ), ( (TMO) ), ( (MO) ) and ( (BE) ). Here is a breakdown of their recent ratings and the rationale behind them.
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CoreWeave, Inc. is making headlines with its ambitious acquisition plans, as analysts Ruben Roy and Mike Cikos both downgraded the stock to ‘Hold’. Roy highlights the strategic importance of acquiring Core Scientific (CORZ) to enhance CoreWeave’s data center infrastructure, despite near-term challenges and potential share dilution. Cikos echoes the strategic fit of the acquisition, noting the potential for increased IT capacity for AI workloads, but raises concerns about the current valuation, leading to a downgrade.
Vertiv Holdings is back in the spotlight with a ‘Buy’ upgrade from analyst Scott Davis. After a period of caution, Davis sees the dissipating capex risks and the resurgence of AI investments as a green light for Vertiv. The company is positioned as a key supplier in the tech ecosystem, with potential for growth in its aftermarket presence. Despite its volatility, Davis believes Vertiv is a core holding with a promising risk/return balance.
Thermo Fisher faces a downgrade to ‘Hold’ from analyst Dan Leonard, who cites persistent R&D pressures as a significant concern. Leonard points to potential headwinds from U.S. policy changes and challenges in the pharmaceutical sector that could impact Thermo’s sales. While the company has strengths in market share and certain business segments, the changing M&A environment and reduced forecasts have tempered expectations.
Altria Group receives a ‘Sell’ initiation from analyst Andrei Andon Ionita, who sees the company struggling in a declining combustibles market. Altria’s challenges are compounded by downtrading and limited growth in its eVapour segment. Despite some success with modern oral products, the overall outlook remains bleak, with competitors gaining ground and economic value generation plateauing.
Bloom Energy gets a boost with an upgrade to ‘Buy’ from analyst Mark Strouse, thanks to unexpected tax credits for fuel cells. Strouse anticipates increased order activity and revenue growth as a result of the new incentives. While there are risks, such as the lack of a permanent CFO, the potential for expanded margins and increased visibility into future orders makes Bloom Energy an attractive investment opportunity.