SA analyst upgrades: AAPL, PLTR, BABA, MU, NIO, TSM, UAL, SNOW, COIN
Seeking Alpha News (Mon, 14-Apr 12:06 PM)
Here are the last rating upgrades by Seeking Alpha analysts:
Apple (NASDAQ:AAPL). Hold to buy by Julian Lin. "I expect the services business to eventually achieve top-tier margins similar to payment processing companies. Investors rarely have opportunities to buy AAPL at reasonable valuations - I suspect that this is one of those times."
Apple (NASDAQ:AAPL). Ahan Vashi. Sell to hold. "Technicals support a bullish trade; however, AAPL's growth-valuation mismatch keeps us at bay."
Alibaba (NYSE:BABA). Hold to buy by JR Research. "Despite the US-China trade war, Alibaba's minimal exposure to the US market positions it to outperform peers like PDD (PDD) if tensions worsen…Valued at a forward PEG ratio of only 0.6, BABA is stunningly undervalued, while offering investors a solid China tech play."
Palantir (NASDAQ:PLTR). Sell to buy by The Value Edge. "The stock is becoming a free cashflow machine, leaving abundant cash to reinvest in future initiatives. Palantir has met the AI wave with open arms, and there are very few companies better positioned to ride the wave."
Micron Technology (NASDAQ:MU). Hold to buy by Bay Area Ideas. "The P/S ratio's extreme contraction is overdone, presenting a prime buying opportunity as Micron is undervalued compared to its peers in the IT sector."
United Airlines (NASDAQ:UAL). Hold to buy by Tim Dunn. "Predictable near-term financial performance by Delta (DAL), United’s track record for beating analyst estimates, and UAL’s likely ability to weather the likely industry downturn better than its peers, even at the cost of balance sheet stress, merits a return of UAL to a BUY."
Taiwan Semiconductor (NYSE:TSM). Hold to buy by WideAlpha. "While we fully acknowledge the risk that prompted Warren Buffett to sell, it is extremely difficult to find companies with the kind of fundamentals that Taiwan Semiconductor has, including potential annual revenue growth above 20%, and a very wide competitive moat, trading at less than 20 times earnings."
NIO (NYSE:NIO). Hold to buy by Oakoff Investments. "Valuation remains tricky, but I see a 38% upside in NIO stock over the next 12 months based on P/S ratios."
Snowflake (NYSE:SNOW). Hold to buy by Julian Lin.
Coinbase (NASDAQ:COIN). Hold to buy by Stone Fox Capital.
Reddit (NYSE:RDDT). Sell to buy by Gary Alexander.
Schrodinger (NASDAQ:SDGR). Hold to buy by Stephen Ayers.
Chord Energy (NASDAQ:CHRD). Hold to buy by Elephant Analytics.
Power Solutions (NASDAQ:PSIX). Sell to buy by KM Capital.
ZoomInfo (NASDAQ:ZI). Hold to buy by Redfox Capital.
More on Apple, Alibaba, etc.
- Taiwan Semiconductor: Tariff War Unlocks Dirt-Cheap Compelling Entry Points, Strong Buy Here
- Wall Street Lunch: Apple Leads Q1 Global Smartphone Sales
- TSMC: Deeply Discounted AI Buy
- Palantir's NATO deal places it in 'prime position' for AI in defense: Wedbush
- Biggest stock movers Monday: Tech stocks, DVA, and more