Posted 2/25/2024, 9:20:00 AM
Analysts Bullish on AI Leaders Microsoft, Amazon, SoftBank Despite Some Risks
- TD Cowen reaffirms bullish view on Microsoft citing accelerating Azure and AI demand
- CMB International starts Amazon at Buy with $213 price target, citing ecommerce and AWS growth
- Macquarie praises SoftBank's new $100B chip venture Izanagi to compete with Nvidia
- Rosenblatt hikes Super Micro price target to Street high $1,300 citing AI and share gains
- Scotiabank starts UiPath at Sector Perform $29 target, sees automation leadership but execution risks