Analysts are intrested in these 5 stocks: ( (SPOT) ), ( (SNDK) ), ( (NTRA) ), ( (BIIB) ) and ( (TSLA) ). Here is a breakdown of their recent ratings and the rationale behind them.
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New trading tool for SNDK bullsSpotify is back in the spotlight as Morgan Stanley’s Sean Diffley assumes lead coverage with an Overweight rating and a $630 price target, trimming slightly from $650 on higher operating costs. He still sees more than 30% upside, pointing to Spotify’s push into video, creator tools, and AI-driven features as catalysts for revenue and margin expansion.
Diffley forecasts Spotify will cross 300 million paying subscribers and 800 million monthly active users this year, while gross margins climb into the mid‑30% range by 2027. He argues concerns about China-focused rivals and AI music threats are overdone and views the upcoming Investor Day as a key moment to showcase how the platform is evolving in an AI-first media landscape.
Sandisk is being recast as an AI infrastructure winner, with Evercore ISI’s Amit Daryanani initiating coverage at Outperform and a bold $1,200 target price. He argues Sandisk is tied to one of the hottest segments in tech—high-performance data storage for AI workloads—where demand is accelerating while supply remains tight through at least 2028.
Daryanani believes disciplined supply, strategic contracts with cloud giants, and a shift toward higher-margin enterprise SSDs can transform Sandisk from a cyclical memory name into a structural AI beneficiary. He sees a credible path to more than $130 in EPS by 2027, supported by stronger NAND pricing, better cost reductions, growing data-center exposure, and potential share buybacks.
Natera is being framed as a long-term core holding for growth investors, as William Blair’s Andrew Brackmann initiates coverage at Outperform. He highlights Natera’s leadership in minimal residual disease (MRD) testing and cell-free DNA diagnostics across oncology, women’s health, and organ health as the backbone of a powerful growth story.
Brackmann notes Natera already commands nearly $1 billion in MRD revenue and could grow this line more than 40% in 2026, with the potential to more than quintuple over time as guidelines and reimbursement advance. Despite trading at a premium multiple versus peers, he argues the company’s category leadership, 20%+ revenue growth profile, and path to roughly 25% EBIT margins by 2030 justify the valuation.
Biogen is seeing sentiment turn more positive, with Piper Sandler’s David Amsellem upgrading the stock to Overweight and lifting his price target to $214 from $177. He sees the acquisition of Apellis assets Syfovre and Empaveli as plugging holes created by older multiple sclerosis drugs losing exclusivity and setting the stage for renewed top-line growth.
Amsellem expects Empaveli’s broad label and encouraging early launch data to support aggressive growth, while Syfovre could deliver steady to modestly rising sales in geographic atrophy. Combined with an advancing immunology pipeline and a “less bad” erosion of Ocrevus royalties thanks to next-generation formulations, he believes Biogen’s earnings multiple can expand from current levels.
Tesla, meanwhile, earns a more cautious nod as UBS analyst Joseph Spak upgrades the stock to Neutral with a reiterated $352 price target. He argues the current share price better balances short-term demand challenges and heavy investment with the long-term promise of Tesla’s so‑called “physical AI” ambitions.
Spak still expects Tesla to lead in areas like robotaxis and its Optimus humanoid robot, but he flags slower EV growth, energy segment hiccups, and delayed autonomy rollouts as near-term headwinds. With the stock already pricing in 2027 earnings close to his forecasts, he sees sentiment, narrative, and execution on robo‑taxis, Optimus, and new models as the key drivers from here.