Tuesday's analyst calls like Nvidia on Wall Street
What valuation issue did UBS identify with Pure Storage?
UBS identified an unfavorable risk-reward profile with Pure Storage due to slowing growth, declining market share, elevated valuation, and too much credit given to AI. Analysts expect PSTG's growth to decelerate to around 8% over the next five years, a notable decrease from the 16% growth rate observed in the previous five years.
What potential does Jefferies see in Rapport Therapeutics?
Jefferies sees potential in Rapport Therapeutics' lead drug, RAP-219, to transform the treatment landscape for several central nervous system (CNS) disorders, including epilepsy, a market worth over $1 billion1. They believe RAP-219's unique position as a highly-selective AMPA receptor modulator offers a distinct combination of efficacy and safety, potentially setting it apart from existing treatments.
What is Mizuho's new price target for Amazon?
Mizuho Securities has reiterated its price target for Amazon.com at $240.00, reflecting the firm's positive outlook on the company's performance in the upcoming year1. This comes after a comprehensive quarterly survey of Amazon Web Services (AWS) customers, which revealed several positive trends in the cloud computing segment of the company.