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UBS analyst Karl Keirstead has maintained a "Neutral" rating on Dynatrace (DT) while raising the price target to $55, reflecting a 10% increase from the previous target of $50. The average price target from 28 analysts stands at $62.43, indicating a potential upside of 16.11% from the current price of $53.77, with a consensus recommendation of "Outperform." GuruFocus estimates a fair value of $73.28 for the stock, suggesting a 36.28% upside.
UBS analyst Karl Keirstead has raised the price target for Datadog (DDOG) from $120 to $125, maintaining a "Buy" rating, reflecting confidence in the company's future. Analysts forecast an average target price of $138.96, suggesting a potential upside of 29.42% from the current price of $107.37. GuruFocus estimates a fair value of $184.29 for Datadog, indicating a possible upside of 71.64%.
UBS identifies Nvidia and Microsoft as prime investment opportunities in the AI sector despite recent market pressures, advising investors to capitalize on current price dips. Nvidia, dominating over 80% of the AI chip market, is projected to rise 60% to $180, while Microsoft, with its strong cloud services and AI integration, has a target of $500, reflecting a 15% upside.
UBS has maintained a "Neutral" rating on Atlassian (TEAM) while lowering its price target from $230.00 to $215.00, reflecting a 6.52% decrease. Despite this adjustment, analysts project an average target price of $287.84, indicating a potential upside of 38.07% from the current price of $208.48. Additionally, the consensus recommendation from 32 brokerage firms suggests an "Outperform" status for the stock.
UBS has increased its price target for Microsoft from $480 to $500, maintaining a "Buy" rating following the company's strong quarterly revenue performance. Analyst Karl Keirstead noted that growth in the Azure cloud platform is back on track, prompting an upward revision of earnings estimates.
UBS analyst Karl Keirstead has maintained a Neutral rating on Palantir Technologies Inc. (NASDAQ: PLTR) with a price target set at $105.00. The reiteration reflects the analyst's assessment of the company's current market position.
UBS analysts predict a slowdown in cloud infrastructure spending, impacting major providers like Microsoft, Amazon, and Google, while AI spending remains strong. Amazon, with a market cap of $1.84 trillion, is set to report earnings on May 1, amid mixed analyst ratings and concerns over macroeconomic challenges. Despite these issues, Amazon's cloud division, AWS, is expected to support its valuation and growth potential.
UBS analysts predict a slowdown in cloud infrastructure spending, which may impact major providers like Amazon, Microsoft, and Google. Despite this, strong growth in AI spending could offset some losses. Amazon's upcoming earnings report on May 1 will be crucial for assessing its financial health amid these challenges.
UBS has lowered its price target for Atlassian Corporation from $330 to $230 while maintaining a Neutral rating, citing budget scrutiny and modest seat expansion rates despite strong gross profit margins and expected net income growth. The stock has dropped over 10% recently but remains up 31% over the past six months. Analysts from KeyBanc and Stephens have differing views, with price targets of $365 and $255, respectively, reflecting confidence in Atlassian's growth potential ahead of its upcoming earnings report and Investor Day.
UBS has lowered its price target for Atlassian Corporation from $330 to $230 while maintaining a Neutral rating, citing demand trends and budget scrutiny among partners and customers. Despite a recent 30% decline in share price, analysts remain cautiously optimistic, noting strong financial results and growth potential, with KeyBanc Capital Markets setting a $365 target and Stephens initiating coverage at $255. Investors are closely watching upcoming financial reports and the Investor Day presentation for insights into the company's strategic direction.
Karl Keirstead
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ubs raises dynatrace price target to 55 maintaining neutral rating
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