Analysts are intrested in these 5 stocks: ( (NFLX) ), ( (VEEV) ), ( (ASTS) ), ( (GOOGL) ) and ( (A) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Netflix’s stock has caught the attention of analyst David Joyce, who has upgraded his recommendation from Neutral to Buy, setting a new price target of $1,385. Joyce believes Netflix’s momentum, despite recent moderation, is poised for growth due to its advertising infrastructure and market share gains against traditional linear TV. He highlights Netflix’s professional content and operating leverage as key factors driving this positive outlook.
Veeva Systems has been upgraded to a Buy by analyst Charles Rhyee, who sees multiple growth drivers for the company. Rhyee points to Veeva’s de-risked CRM replatforming, a shift towards large pharma insourcing, and a beneficial partnership with IQVIA as reasons for the upgrade. He anticipates Veeva’s shares will re-rate, driven by its strong position in the R&D software space and its expanding opportunities.
AST SpaceMobile has been downgraded to Sell by analyst Andres Coello, who cites valuation concerns and competitive pressures as key reasons. Coello notes the recent stock price surge as a valuation bubble and expresses concerns over ASTS’s delays in product launches and high capital expenditure needs. He warns of potential customer shifts to competitors like Starlink, which could impact ASTS’s future prospects.
Alphabet Class A has been initiated at a Buy by analyst Paul Rossington, who is optimistic about the company’s full-stack AI strategy. Rossington highlights Alphabet’s Gemini development, Ironwood chips, and extensive datasets as strengths that will drive growth in Search and Cloud services. He also sees potential in YouTube’s continued subscriber gains and sectoral shifts, leading to a positive outlook for Alphabet’s stock.
Agilent has been upgraded to Buy by analyst Dan Leonard, who sees the company as well-positioned for growth. Leonard highlights Agilent’s recent instrument launches and improving demand in China as key growth vectors. He also points to Agilent’s Nucleic Acid Solutions Division as an underappreciated growth driver, expecting the company’s sales growth to accelerate and the stock to rerate higher, offering significant upside potential.