Analysts are intrested in these 5 stocks: ( (QCOM) ), ( (ORCL) ), ( (ANET) ), ( (MELI) ) and ( (PATH) ). Here is a breakdown of their recent ratings and the rationale behind them.
Claim 30% Off TipRanks
Forget margin or options. Here's how the pros trade PATHQualcomm is back under the microscope as analyst Vivek Arya reinstates coverage with an Underperform rating and a $145 price target, only slightly above its recent $138.11 price. He argues that Qualcomm’s core smartphone chip business is mature, with sales and earnings expected to grow just 1–2% annually through 2028, well below the broader semiconductor sector.
The looming loss of Apple modem business, shrinking share at Samsung, and rising insourcing by Chinese handset makers add up to a roughly $7–8 billion revenue hit over time. While Qualcomm is pushing into automotive, IoT, and AI data centers, Arya doubts these growth areas will fully offset mobile headwinds, seeing long-term competition and tight memory supply as additional risks despite upside optionality in AI infrastructure.
Oracle is attracting fresh attention as analyst Mark Murphy upgrades the stock to Buy (Overweight) with a $210 price target after a brutal 55% share price selloff since mid-September. He thinks the drop, combined with low expectations around Oracle’s ambitious 2030 goals and OpenAI-related growth, has reset the risk/reward in investors’ favor.
Murphy highlights Oracle’s resilient, mostly recurring revenue base, strong cloud and AI infrastructure momentum, and proof that it can grow revenue near 18% while still lifting operating income at a double-digit pace. Trading at a discount to hyperscaler peers on 2027 earnings, Oracle now offers what he sees as a growth-adjusted bargain, even if long-term AI targets prove optimistic and margin modeling remains complex.
Arista Networks steps into the spotlight with a fresh Buy rating and a $170 price target from analyst Sean O’Loughlin, who sees the company as a prime winner in the “cloudification” of AI. He argues Arista’s data-driven networking platform and EOS software make it a natural choice for complex, multi-tenant AI inference environments that demand reliability and high performance.
While Arista is often labeled a software-focused player, O’Loughlin stresses that its hardware design is equally differentiated, aided by deep hardware–software co-design and long-standing relationships with giants like Microsoft and Meta. With the stock trading near its five-year average earnings multiple, he believes the market underestimates Arista’s role in next-generation AI data centers and “scale across” networking, justifying a premium valuation on future earnings.
MercadoLibre, long a favorite in Latin American e-commerce and fintech, has just been cut to Hold (Neutral) by analyst Marcelo Santos, who trims his price target to $2,100 from $2,650. The catalyst is intensifying competition in Brazil, especially from Shopee, which is willing to sacrifice margins to sustain growth, pressuring MELI’s profitability outlook.
Santos now expects lower margins for longer, reducing his 2026 EBIT forecast by 9% and seeing a double-digit downside versus consensus for both the full year and early 2026. While he still views MercadoLibre’s long-term positioning as very strong, he doubts investors will pay up for that story in 2026 given rising investment, margin compression, and richer valuation multiples on near-term earnings.
UiPath has received a confidence boost as analyst Scott Berg upgrades the automation software maker to Buy with a $15 price target, citing signs of stabilization in its latest fourth-quarter results. Net new annual recurring revenue rose 15% in constant currency, and management guided to slightly negative but improving organic growth in FY27, suggesting a potential return to positive NN ARR.
Berg believes the market is overreacting to concerns about the Workfusion acquisition’s impact on next year, creating an entry opportunity as the stock trades around 13 times trailing free cash flow. With a three-year target of 30% operating margins and a projected 21% free cash flow growth through FY29, he sees UiPath’s evolving go-to-market strategy and vertical focus as catalysts for renewed growth in the coming years.