Seeking Alpha Digest — Portfolio 1

Analyst ratings snapshot • market close 2026-07-27 • 27 tickers. Gathered directly from the logged-in Seeking Alpha Premium session (human-paced), sorted by composite rating.
27
Tickers
6
Triple bullish
8
Wide divergence
3
Bearish flag
#TickerSA AnalystsWall StQuantComp.SA rating history (analyst calls + price)Now
1 AMZN
Quant #38/4254; highest SA score; triple bullish
 4.40Buy 4.66Strong Buy 4.94Strong Buy 4.67 SBBHSSS$275$1992026-02-09: Buy (n=8, avg=4.12) Amazon's Dip Is A Long-Term AWS Opportunity (Rating Upgrade) - Grassroots Trading2026-02-10: Strong Buy (n=2, avg=5.00) Amazon's Share Price Dip Overlooks The Long-Term Growth Opportunity (Rating Upgrade) - Michael Del Monte2026-02-11: Buy (n=1, avg=4.00) Amazon Is Pouring Billions Into CapEx: AGI Might Be Near - Brett Ashcroft Green2026-02-12: Buy (n=6, avg=4.00) Amazon Stock Slide Is An Opportunity To Pounce - Louis Gerard2026-02-17: Strong Buy (n=2, avg=5.00) Amazon Just Got Crushed, And The Market Is Dead Wrong - Steven Fiorillo2026-02-18: Strong Buy (n=1, avg=5.00) Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors - Dhierin Bechai2026-02-19: Hold (n=5, avg=3.40) This Is A Stock Picker's Market - Kenio Fontes2026-02-20: Strong Buy (n=2, avg=5.00) Amazon Stock Still Makes No Sense - Rick Orford2026-02-24: Buy (n=1, avg=4.00) Amazon: How I Learned To Stop Worrying And Love The CapEx - Fishtown Capital2026-02-25: Strong Buy (n=1, avg=5.00) Amazon: Cheapest Valuation Since 2010 Makes This A Generational Buy - Kody's Dividends2026-02-28: Hold (n=1, avg=3.00) Amazon: Not The Best Bang For Your Buck - Bay Area Ideas2026-03-03: Strong Buy (n=1, avg=5.00) Amazon: I Bought The Recent Sell-Off - Cash Flow Venue2026-03-05: Hold (n=1, avg=3.00) Amazon: Berkshire Hathaway Q4 Trimming And Capital Lease Accounting In Focus - Envision Research2026-03-12: Buy (n=1, avg=4.00) Amazon: I'm Pounding The Table On This Misunderstood Opportunity - JR Research2026-03-13: Buy (n=1, avg=4.00) Amazon: Just Like Google In 2023 - Amrita Roy2026-03-14: Strong Buy (n=1, avg=5.00) Amazon Is Paying Today For Margins Tomorrow - Analysis Fundamental2026-03-17: Buy (n=1, avg=4.00) Inside Amazon's AI Power Play - Yiannis Zourmpanos2026-03-18: Buy (n=1, avg=4.00) Amazon Doesn't Deserve To Trade At These Prices - Daniel Jones2026-03-23: Buy (n=1, avg=4.00) Amazon May Have Just Solved Its Anthropic Problem With OpenAI And Nvidia - Deep Value Investing2026-03-25: Buy (n=1, avg=4.00) The AI Chip Split - And Why Amazon Is On The Right Side - The Techie2026-03-27: Buy (n=2, avg=4.00) Amazon's Bears Watch FCF Go Negative But Miss CEO's Lion's Share View - Luca Socci2026-03-30: Buy (n=2, avg=3.50) Amazon: This Is Worse Than You Think - Bears of Wall Street2026-04-04: Buy (n=1, avg=4.00) Amazon Vs. Starlink: The $9 Billion Globalstar Deal That Could Change Everything - Julia Ostian2026-04-08: Buy (n=1, avg=4.00) Amazon: Ride AWS AI Workload Acceleration Optimism - First Principles Partners2026-04-09: Buy (n=1, avg=4.00) Amazon: End Of Fear, The AI Trade Comes Back (Rating Upgrade) - Agar Capital2026-04-11: Buy (n=1, avg=4.00) Why Amazon Is Not The AI Chip Provider Broadcom Is - Michael Fitzsimmons2026-04-13: Buy (n=1, avg=4.00) The Market May Be Misreading Amazon's AI Position - Bashar Issa2026-04-14: Buy (n=6, avg=4.33) Amazon: The $200 Billion 'Risk' That Everyone Is Getting Wrong - Kenio Fontes2026-04-15: Strong Buy (n=3, avg=4.67) Amazon: My Top 8 Reasons To Buy - Louis Gerard2026-04-16: Buy (n=1, avg=4.00) Amazon: The Anthropic Trade You're Not Making - Tech Stock Pros2026-04-17: Buy (n=1, avg=4.00) Amazon Could Re-Rate After Earnings Again (Preview) - Oakoff Investments2026-04-22: Buy (n=2, avg=4.00) Amazon: Beware Of Falling Over The Cliff Again (Downgrade) - JR Research2026-04-23: Sell (n=1, avg=2.00) Amazon: Sell On Anthropic Deal Spike, Valuation Doesn't Add Up - Gary Alexander2026-04-24: Strong Buy (n=1, avg=5.00) Amazon Q1 Preview: Watch The Capex And EBIT Margins Print - Hunting Alphas2026-04-27: Hold (n=2, avg=3.00) Amazon Q1: $200B In FY26 CapEx For A $15B Run-Rate Story - Deep Value Investing2026-04-28: Buy (n=1, avg=4.00) Amazon Can Leverage Its Strengths To $400 By 2028 - Alex Behrens2026-04-30: Buy (n=3, avg=3.67) Amazon Q1: Translating Massive Investment To Strong Results - Justin Purohit2026-05-01: Buy (n=3, avg=4.33) Amazon Has Broken Out After Q1 Earnings (Rating Upgrade) - Envision Research2026-05-04: Hold (n=1, avg=3.00) Amazon: Nice Growth, But Cash Burn Rate Soars - Jonathan Weber2026-05-05: Buy (n=1, avg=4.00) Cloud Wars: How AI 'Landlords' Amazon And Microsoft May Absorb OpenAI And Anthropic - Geneva Investor2026-07-27: Buy — SA consensus snapshot (n=15, avg=4.40); first seen 2026-07-2702/0903/2305/0406/1507/27 15
2 LITE
Quant #7/4254 - triple aligned
 3.90Buy 4.48Buy 4.98Strong Buy 4.45 SBBHSSS$1053$5582026-02-17: Strong Buy (n=1, avg=5.00) Lumentum: AI's Hidden Bottleneck Winner - CAN Analyst2026-02-18: Buy (n=1, avg=4.00) Why Lumentum Wins Over Coherent (For Now) - Uttam Dey2026-02-25: Strong Buy (n=1, avg=5.00) Lumentum Holdings: The Laser Winner In AI - ML Research2026-03-04: Hold (n=1, avg=3.00) Lumentum: I Was Wrong, But The Nvidia Effect Has A Price (Rating Upgrade) - Agar Capital2026-03-06: Buy (n=1, avg=4.00) Lumentum's Massive Run Now Faces A Reality Check - Pythia Research2026-03-11: Buy (n=1, avg=4.00) Lumentum: Buying The Dip In An Optical Supercycle - Oakoff Investments2026-03-12: Strong Buy (n=1, avg=5.00) Lumentum's AI Optics Inflection Is No Longer Subtle - Kennedy Njagi2026-03-18: Buy (n=1, avg=4.00) Why Lumentum Is A Buy Despite The Run-Up - Chris Lau2026-03-27: Buy (n=1, avg=4.00) Lumentum's Next Move Is Bigger Than AI - Quantryon Capital2026-04-01: Buy (n=1, avg=4.00) Lumentum: The AI Optics Catalyst Is Just Getting Started - Summit Research2026-04-09: Hold (n=1, avg=3.00) AI Capex Surge, Bottlenecks, And The Race For ROI - Uttam Dey2026-04-10: Hold (n=1, avg=3.00) Lumentum: You Could Be Very Late To The Party - JR Research2026-04-21: Strong Buy (n=1, avg=5.00) I Am Still Buying Lumentum, But For A Better Reason Now - Kennedy Njagi2026-04-23: Hold (n=1, avg=3.00) Lumentum: A Hidden Liquidity Risk Buried In The Footnotes - Hunting Alphas2026-04-27: Strong Buy (n=1, avg=5.00) Lumentum Stock: Why I'm Buying In After A 1300% Run-Up - Kumquat Research2026-05-12: Buy (n=2, avg=4.00) Lumentum: AI Photonics And Optics Are The Next Bottleneck - Doug Collins2026-05-14: Sell (n=1, avg=2.00) Applied Optoelectronics Over Lumentum: One AI Networking Boom, Two Different Valuations - The Alpha Analyst2026-07-27: Buy — SA consensus snapshot (n=20, avg=3.90); first seen 2026-07-2702/1703/2905/0806/1707/27 20
3 AMD
Quant #6/4254; -5.5% today
 3.62Buy 4.50Strong Buy 4.99Strong Buy 4.37 SBBHSSS$459$1912026-02-18: Strong Buy (n=1, avg=5.00) AMD Stock: $300 Appears Imminent; Why I'm Buying More - Kumquat Research2026-02-19: Hold (n=1, avg=3.00) This Is A Stock Picker's Market - Kenio Fontes2026-02-20: Strong Buy (n=1, avg=5.00) AMD's Pullback Won't Last Long (Rating Upgrade) - Pythia Research2026-02-24: Hold (n=2, avg=3.00) AMD: I Smell Desperation (Rating Downgrade) - Tech Stock Pros2026-02-25: Buy (n=1, avg=4.00) AMD: AI Infrastructure Shift Could Turn It Into A Cash Cow - Dhierin Bechai2026-02-26: Buy (n=2, avg=4.00) AMD Is A No-Brainer Once More - Bay Area Ideas2026-03-02: Hold (n=1, avg=3.00) AMD: Meta Deal Is A Game Changer - The Asian Investor2026-03-04: Buy (n=1, avg=4.00) AMD Is Just Getting Started (Rating Upgrade) - Oliver Rodzianko2026-03-05: Hold (n=2, avg=3.00) AMD And The Lessons Of Sky-High Expectations - Rational Techne2026-03-08: Strong Buy (n=1, avg=5.00) Advanced Micro Devices: Doubling Down On $600 - Stone Fox Capital2026-03-11: Strong Buy (n=1, avg=5.00) AMD: The Agentic AI Era Is Coming With Far-Reaching Implications (Upgrade) - Julian Lin2026-03-14: Strong Buy (n=1, avg=5.00) AMD's Next AI Catalyst: MI450 - Yiannis Zourmpanos2026-03-16: Strong Buy (n=1, avg=5.00) AMD: The Trojan Horse In The Server Room - Joseph Montezuma2026-03-17: Buy (n=1, avg=4.00) AMD: Agentic AI Is Broadening The Bull Case - Summit Research2026-03-18: Buy (n=3, avg=4.33) The Nvidia GTC Has Been Very Bullish For AMD - James Foord2026-03-19: Strong Buy (n=1, avg=5.00) AMD: Private Credit Crunch Is Good - Noah's Arc Capital Management2026-03-22: Strong Buy (n=1, avg=5.00) AMD's Real Shift Is Still Mispriced - Pythia Research2026-03-24: Strong Buy (n=1, avg=5.00) AMD May Have More Upside Than Nvidia (Upgrade) - Deep Value Investing2026-03-25: Buy (n=1, avg=4.00) AMD: One Reason To Buy And One Reason To Be Cautious - Kenio Fontes2026-03-26: Buy (n=1, avg=4.00) AMD: Why The CPU Renaissance Is Just Starting - Oakoff Investments2026-03-27: Buy (n=1, avg=4.00) AMD Vs. Nvidia: Bet On AMD The Underdog - Louis Liu, Esq2026-03-29: Sell (n=1, avg=2.00) AMD: Helium Shortage Is The Least Of Its Problems - Bashar Issa2026-03-30: Buy (n=1, avg=4.00) AMD Secured A Solid Backing For A Long-Term Growth Potential - InSight Analytics2026-03-31: Hold (n=1, avg=3.00) The Cure For FOMO With Tech Contrarians - Tech Stock Pros2026-04-07: Strong Buy (n=1, avg=5.00) AMD: The Catalysts Nobody's Pricing In - Rick Orford2026-04-13: Hold (n=1, avg=3.00) AMD: Growth Is Real, Upside Is Not - The Alpha Analyst2026-04-15: Buy (n=2, avg=4.00) AMD: Why It's A 'Hold' At Current Levels - Justin Purohit2026-04-17: Hold (n=1, avg=3.00) AMD: Riding The AI Wave, But Returns May Stall From Here - Abhishek Ranawade2026-04-18: Hold (n=1, avg=3.00) NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount - Dmytro Lebid2026-04-19: Strong Buy (n=1, avg=5.00) AMD: $600 Bullseye - Stone Fox Capital2026-04-20: Hold (n=1, avg=3.00) AMD: Don't Chase Now, Even If You Missed The Ride (Downgrade) - JR Research2026-04-21: Strong Buy (n=1, avg=5.00) AMD Stock: My $300 Target Is Close - Here's What Comes Next - Kumquat Research2026-04-22: Strong Buy (n=3, avg=4.67) AMD Finally Found Its Edge - James Foord2026-04-23: Strong Buy (n=1, avg=5.00) AMD: Why I'm Going From Very Bearish To Confidently Bullish - Hunting Alphas2026-04-24: Buy (n=2, avg=4.50) AMD: You Haven't Seen Anything Yet (Earnings Preview) - Danil Sereda2026-04-25: Hold (n=1, avg=3.00) AMD Bulls Went Too Far, Too Fast - Konstantinos Kosmidis2026-04-28: Hold (n=1, avg=3.00) AMD: Strong AI Tailwinds, But Valuation Is Getting Ahead Of Reality - Ritabrata Das2026-04-29: Buy (n=2, avg=4.00) AMD Is Better Positioned Than Intel To Profit From Agentic AI (Rating Upgrades) - Envision Research2026-04-30: Hold (n=1, avg=3.00) AMD Q1 Preview: I Own It, But I'm Not Adding More Before The Print - Deep Value Investing2026-05-01: Hold (n=1, avg=3.00) AMD: Absolutely Monster Dynamics - Oliver Rodzianko2026-05-03: Buy (n=1, avg=4.00) AMD: Cooling My Rating, Not My Conviction - The J Thesis2026-05-05: Hold (n=2, avg=3.00) AMD Q1: I Love The Progress, But Nvidia Is The Better Buy Right Now (Downgrade) - Kenio Fontes2026-05-06: Buy (n=2, avg=4.00) AMD Q1 2026 Earnings: Datacenter Sales Mark Shift In AI Purchase Cycles - Sandeep G. Rao2026-05-07: Hold (n=4, avg=3.00) AMD Has Flipped Nvidia: Time To Sell (Rating Downgrade) - James Foord2026-05-11: Strong Buy (n=1, avg=5.00) AMD: ~110% Up And Nowhere Near Done (Rating Upgrade) - Konstantinos Kosmidis2026-05-13: Sell (n=2, avg=2.00) How The Music Stops For AMD - Rational Techne2026-07-27: Buy — SA consensus snapshot (n=16, avg=3.62); first seen 2026-07-2702/1803/3005/0906/1707/27 16
4 CLS
triple bullish
 3.95Buy 4.71Strong Buy 4.41Buy 4.36 SBBHSSS$422$2502026-02-15: Hold (n=1, avg=3.00) Celestica's Next Move Isn't About 2026 - It's About Proving 2027 - The Alpha Analyst2026-02-18: Buy (n=2, avg=4.50) Celestica: Why The $1B CAPEX Surge Is A Buy Signal, Not A Red Flag - Dmytro Lebid2026-03-04: Buy (n=1, avg=4.00) Celestica: Why The Prolonged Consolidation Is A Gift - Nova Capital2026-03-11: Hold (n=1, avg=3.00) Celestica And Its Real Value - Grant Gigliotti2026-03-18: Strong Buy (n=1, avg=5.00) Celestica: Time To Bet Bigger - KM Capital2026-03-24: Buy (n=1, avg=4.00) Celestica: AI's Bottleneck Is Shifting - And Market Hasn't Caught Up - Summit Research2026-03-25: Hold (n=1, avg=3.00) Celestica's Great Growth Only Goes So Far - Daniel Jones2026-03-27: Buy (n=2, avg=4.00) Celestica After The Run Still Has More Upside - Pythia Research2026-04-04: Buy (n=1, avg=4.00) Celestica's Next Leg Higher - Yiannis Zourmpanos2026-04-06: Buy (n=1, avg=4.00) Celestica: Why I Think It's Finally Time To Load Up (Rating Upgrade) - JR Research2026-04-08: Buy (n=1, avg=4.00) Celestica: The AI Infrastructure Titan Ready To Explode (Earnings Preview) - Danil Sereda2026-04-09: Strong Buy (n=2, avg=5.00) Celestica: Mr. Market Gives Us A Perfect Opportunity To Load Up (Upgrade) - Hunting Alphas2026-04-21: Hold (n=1, avg=3.00) Celestica: Once Standardization Sets In, This Would Be A Risky Play - Andres Veurink2026-04-23: Buy (n=1, avg=4.00) Celestica: The Market Is Missing What Alphabet Just Confirmed - Summit Research2026-04-24: Strong Buy (n=1, avg=5.00) Celestica: Top AI Infrastructure Stock As Tech Earnings Heat Up - Steven Cress, Quant Team2026-04-27: Buy (n=2, avg=4.00) Celestica Earnings: Why I'm Finally Buying In (Rating Upgrade) - Kumquat Research2026-04-28: Buy (n=2, avg=3.50) Celestica Suffers From Outsized Growth Prospects And Momentum Fatigue - Juxtaposed Ideas2026-04-29: Buy (n=4, avg=4.25) Celestica: It's Now Much Harder To Excite The Market (Downgrade) - JR Research2026-05-05: Buy (n=1, avg=4.00) Celestica: Hyperscaler Capex May Cool, But Revenue Momentum Still Looks Explosive - Hunting Alphas2026-05-06: Buy (n=1, avg=4.00) Celestica: A Bet On AI CapEx Growth - The Asian Investor2026-05-07: Buy (n=1, avg=4.00) Celestica's AI Hardware Boom: Growth, Margins, And Market Mispricing - Star Investments2026-07-27: Buy — SA consensus snapshot (n=23, avg=3.95); first seen 2026-07-2702/1503/2705/0706/1707/27 23
5 MU
Quant #1/4254
 3.48Hold 4.57Strong Buy 4.99Strong Buy 4.35 SBBHSSS$803$3222026-02-16: Buy (n=1, avg=4.00) Micron: Nothing Is Over - Danil Sereda2026-02-17: Strong Buy (n=1, avg=5.00) Micron: DDR5 Prices Surge +400% Since September And Could Rise Further In 2026 - Johnny Zhang, CFA2026-02-18: Buy (n=2, avg=4.50) Micron's New SSDs Are Gamechangers For AI - Uttam Dey2026-02-19: Sell (n=1, avg=2.00) Micron: Melt-Up Looks Late Cycle; Don't Chase This Rally Any Further - JR Research2026-02-21: Strong Buy (n=1, avg=5.00) Micron: The Rare Rally Of Melting Multiples - KM Capital2026-02-24: Strong Buy (n=1, avg=5.00) Micron: The Unsung Hero Of The U.S. AI Infrastructure - Dmytro Lebid2026-02-27: Hold (n=3, avg=3.00) Micron: Cyclical Growth Selling At The Price Of Structural Growth - David Desjardins2026-03-03: Strong Buy (n=1, avg=5.00) Micron: I'll Sell At $1,000 (Or If This Happens) - James Foord2026-03-05: Buy (n=2, avg=4.00) Micron's AI Supercycle Accelerates - Yiannis Zourmpanos2026-03-09: Buy (n=3, avg=4.33) Micron: Vera Rubin HBM4 Fears Mask A Bullish Earnings Setup - Summit Research2026-03-11: Buy (n=2, avg=4.50) Micron: A Pound-The-Table Moment Ahead Of Q2 - Bernard Zambonin2026-03-12: Buy (n=2, avg=4.50) Micron Stock Gets Powerful Setup Ahead Of Earnings - Future Stack Investment2026-03-13: Hold (n=1, avg=3.00) Micron Q2 Earnings Preview: Expect Another Monster Quarter - Jonathan Weber2026-03-16: Sell (n=2, avg=2.50) Earnings Preview: We'll See How Much Upside Micron Has - The Techie2026-03-17: Buy (n=1, avg=4.00) Micron: The 4-To-1 New Catalyst - Luca Socci2026-03-18: Buy (n=3, avg=4.33) Micron's $33B Guidance: The Shortage Is Just Getting Started - Julia Ostian2026-03-19: Hold (n=4, avg=2.75) Micron: Entering The Danger Zone (Rating Downgrade) - Tech Stock Pros2026-03-20: Strong Buy (n=1, avg=5.00) Micron Is Rewriting The Memory Cycle - Yiannis Zourmpanos2026-03-21: Hold (n=1, avg=3.00) Micron Technology And Its Real Value - Grant Gigliotti2026-03-22: Buy (n=1, avg=4.00) Micron: Buy The Latest Blowout - Bill Maurer2026-03-23: Buy (n=6, avg=3.50) The Troubling Signs Coming Into Focus For Micron Investors - Rational Techne2026-03-24: Buy (n=1, avg=4.00) The 'Problem' With Micron's Guidance - Uttam Dey2026-03-25: Sell (n=2, avg=2.50) Micron Says Go Big Or Go Home As It Ramps Up Capex Far More Than Peers - Hunting Alphas2026-03-26: Hold (n=3, avg=3.00) Micron Is Still One Of The Best Stocks In This Current Market - Bill Gunderson2026-03-27: Sell (n=2, avg=2.50) Micron: Don't Try To Call The Top, Just Choose Your Risk Appetite - Oliver Rodzianko2026-03-28: Strong Buy (n=1, avg=5.00) Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks - Dhierin Bechai2026-03-30: Buy (n=6, avg=3.83) Alphabet's Solution Is A Gift For Micron's Memory Sales - Dmytro Lebid2026-03-31: Buy (n=2, avg=4.00) The Cure For FOMO With Tech Contrarians - Tech Stock Pros2026-04-01: Buy (n=4, avg=3.75) The Market Is Early Calling The Peak In Micron - The Alpha Analyst2026-04-02: Buy (n=1, avg=4.00) Micron: The Peak Memory Myth - Quad 7 Capital2026-04-04: Buy (n=2, avg=4.50) Micron Could Be The Next Intel - James Foord2026-04-05: Hold (n=1, avg=3.00) Micron: I Was Wrong, This Time Is Indeed Different (Rating Upgrade) - Julian Lin2026-04-06: Hold (n=2, avg=3.00) Micron Technology: Betting On The AI Memory Supercycle - Forward Analytics2026-04-07: Sell (n=2, avg=2.50) Micron Technology: Crowded Bet On A Cyclical High - Yong Hee Lee2026-04-08: Buy (n=1, avg=4.00) Micron: The Only Chip Stock I'm Buying - Gary Alexander2026-04-09: Buy (n=1, avg=4.00) Micron: The Memory Bottleneck Is Shifting - And Market Hasn't Caught Up - Summit Research2026-04-10: Buy (n=2, avg=3.50) Micron: A Market Darling For A Reason - Justin Purohit2026-04-12: Strong Buy (n=1, avg=5.00) Micron Technology: I'm Buying And Not Looking Back - Andres Veurink2026-04-13: Buy (n=1, avg=4.00) Micron: The Peak Everyone Sees Isn't There - Future Stack Investment2026-04-16: Strong Buy (n=3, avg=5.00) Micron: This Party Isn't Ending Anytime Soon - Bay Area Ideas2026-04-20: Sell (n=1, avg=2.00) Micron: Dead Cats Don't Bounce Twice - Tech Stock Pros2026-04-22: Buy (n=1, avg=4.00) Micron: A Study Of Event Returns, Regime Tailwinds, And DRAM ASP - Scott Gossett2026-04-23: Buy (n=2, avg=4.00) Micron: The AI-Driven Structural Revaluation Unlocks Further Upside - Ragmar Rikberg2026-04-27: Buy (n=1, avg=4.00) Micron: The Cycle Is Evolving, Not Disappearing - Jaden Mealy2026-04-28: Strong Buy (n=1, avg=5.00) Micron: Why I Think Another Leg Is Around The Corner - The J Thesis2026-05-05: Buy (n=2, avg=4.00) Micron: I'm Trimming My Position Despite The AI Gold Rush - Julia Ostian2026-05-07: Buy (n=1, avg=4.00) Micron: I Finally Get It - The Market Still Underestimates The AI Memory Supercycle - Hunting Alphas2026-05-08: Buy (n=1, avg=4.00) Micron: The Wafer Ceiling The Market Is Slowly Pricing In - Callum James2026-05-09: Sell (n=1, avg=2.00) Micron Has The Better Scarcity, Sandisk Has The Hotter Trade - The Alpha Analyst2026-05-11: Buy (n=2, avg=4.50) Micron Looks Surprisingly Cheap For An AI Leader - Alpha Line2026-05-14: Buy (n=1, avg=4.00) Micron: No Longer The Ugly Duckling Of The Semi Sector - Ricardo Fernandez2026-07-27: Hold — SA consensus snapshot (n=52, avg=3.48); first seen 2026-07-2702/1603/2805/0706/1707/27 52
6 NBIS
Quant #39/4254; triple bullish
 3.95Buy 4.17Buy 4.94Strong Buy 4.35 SBBHSSS$221$872026-02-14: Buy (n=2, avg=4.50) Nebius: Inflection Point - The Asian Investor2026-02-15: Strong Buy (n=1, avg=5.00) Nebius: AI Discount Bin - Stone Fox Capital2026-02-16: Hold (n=1, avg=3.00) Nebius Group Q4 Earnings: My CliffsNotes On Revenue Recognition - Envision Research2026-02-17: Hold (n=3, avg=2.67) Nebius: The Devil Is In The Details - Summit Research2026-02-18: Strong Buy (n=1, avg=5.00) Nebius Misses, Guides Low, The Stock Still Rips: What Is Wall Street Buying? - Deep Value Investing2026-02-23: Buy (n=1, avg=4.00) Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes - Dhierin Bechai2026-02-24: Strong Buy (n=4, avg=4.75) Nebius: Hypergrowth Meets Capital Intensity Reality Check - Pythia Research2026-02-26: Buy (n=2, avg=4.50) Nebius: Don't Let The CapEx Scare You - Denis Buivolov, CFA2026-02-28: Sell (n=1, avg=2.00) Nebius: Sell Before The AI Bubble Bursts - Bears of Wall Street2026-03-01: Buy (n=1, avg=4.00) Nebius: Turning Massive Contracts And Power Capacity Into High Growth - Star Investments2026-03-03: Buy (n=1, avg=4.00) Nebius: High-Stakes CapEx Meets Massive AI Infrastructure Potential - Dmytro Lebid2026-03-05: Strong Buy (n=2, avg=5.00) Nebius: Has My Conviction It Will Be An Outperformer - Andres Veurink2026-03-10: Buy (n=1, avg=4.00) Nebius: Why The Consolidation Is A Massive Gift - Danil Sereda2026-03-11: Buy (n=4, avg=3.75) Nebius: Nvidia Is Loading Up, But I Am Heading For The Exits - Julian Lin2026-03-12: Buy (n=2, avg=4.50) Europe Needs Nebius, And Nvidia Knows It - James Foord2026-03-13: Buy (n=4, avg=3.50) Nebius: Nvidia's $2 Billion Investment Doesn't Tell The Full Story - Summit Research2026-03-14: Strong Buy (n=1, avg=5.00) Nebius: Why Nvidia's $2 Billion Move Matters More Than AI Bubble Fears - Deep Value Investing2026-03-16: Buy (n=2, avg=4.50) Nebius: Demand Is There, But CapEx Is The Key Variable - Tech Stock Pros2026-03-17: Strong Buy (n=3, avg=4.67) Nebius: Implications Of The $27 Billion Meta Deal - The Asian Investor2026-03-18: Hold (n=1, avg=3.00) Nebius: Positioned To Win In Any Eventuality From The $27B Meta Deal - Oliver Rodzianko2026-03-25: Strong Buy (n=1, avg=5.00) Nebius: The Market Got This Wrong - Yiannis Zourmpanos2026-03-26: Buy (n=3, avg=4.00) Nebius: Short Squeeze Potential Is Mounting - Envision Research2026-03-27: Buy (n=2, avg=4.50) Nebius: The $45 Billion Backlog Nobody Is Pricing In - PropNotes2026-03-29: Strong Buy (n=1, avg=5.00) Nebius: Catch This AI Dip With A Safety Net - Stone Fox Capital2026-03-31: Buy (n=1, avg=4.00) Nebius's Sell-Off Puts Its AI Cloud Growth At A Steal - Future Stack Investment2026-04-08: Buy (n=1, avg=4.00) Nebius: Winning The AI GPU Shortage Game - Dmytro Lebid2026-04-09: Hold (n=1, avg=3.00) Nebius: The Constant Gamechanger - Quad 7 Capital2026-04-10: Strong Buy (n=1, avg=5.00) Nebius Is Becoming The Next AI Hyperscaler - Pythia Research2026-04-14: Strong Buy (n=1, avg=5.00) Nebius: The Compute Bottleneck Is Real - James Foord2026-04-15: Strong Buy (n=1, avg=5.00) IREN Vs. Nebius: One Dilutes, The Other Compounds - Sarfatti Investment Research2026-04-16: Hold (n=2, avg=3.00) Nebius: Did Meta And Microsoft Buy Compute At Near-Zero Margin? (Rating Downgrade) - Bashar Issa2026-04-20: Strong Sell (n=1, avg=1.00) Nebius's Significant Downside Exacerbated By AI Bubble Re-Inflation - Rational Techne2026-04-22: Strong Buy (n=1, avg=5.00) Nebius: The Profit Inflection Point - Yiannis Zourmpanos2026-04-23: Strong Buy (n=1, avg=5.00) Nebius: Real Contracts, Real Economics, Real Upside - Jamelle Danne Rosales2026-04-24: Buy (n=1, avg=4.00) Nebius Q1 Preview: The Market Is Saying This Is An Outlier Among Outliers - Hunting Alphas2026-04-28: Sell (n=1, avg=2.00) Nebius: The Neocloud Window Is Temporary - Louis Gerard2026-04-30: Buy (n=1, avg=4.00) Nebius: The Market Misreads The Setup - Infinity Curve2026-05-04: Buy (n=1, avg=4.00) Nebius Group: The AI Bottleneck Play The Market Still Underestimates - Callum James2026-05-11: Buy (n=1, avg=4.00) Nebius Q1 Preview: The $18B Question - Uttam Dey2026-05-13: Buy (n=1, avg=4.00) Nebius: Q1 Exemplifies Solid Execution - Cyn Research2026-07-27: Buy — SA consensus snapshot (n=20, avg=3.95); first seen 2026-07-2702/1403/2705/0706/1607/27 20
7 SNDK
Quant #2/4254
 3.35Hold 4.39Buy 4.99Strong Buy 4.24 SBBHSSS$1562$5272026-02-17: Buy (n=1, avg=4.00) Sandisk's Rally Tests A New Playbook - Pythia Research2026-02-18: Strong Sell (n=1, avg=1.00) Sandisk: The Bust Cycle Could Be Coming Sooner Than Expected - Hawkinvest2026-02-19: Strong Sell (n=1, avg=1.00) Sandisk Is Grossly Overvalued As Memory Chip Shortage Likely Transitory - Oriental Trader2026-02-22: Buy (n=2, avg=3.50) Sandisk: A Structural Story Hiding Behind Cyclical Numbers - Joseph Montezuma2026-02-24: Buy (n=1, avg=4.00) Sandisk's Rewriting Laws Of Gravity With Surging NAND Prices - Uttam Dey2026-02-25: Buy (n=1, avg=4.00) Sandisk: The Street Still Needs To Catch Up - Deep Value Investing2026-03-04: Strong Buy (n=1, avg=5.00) Sandisk: I See A Path To $1,000 Based On 2027 EPS Forecasts (Rating Upgrade) - James Foord2026-03-13: Strong Buy (n=1, avg=5.00) Sandisk May Not Be Peaking Yet - Buy - Nova Capital2026-03-16: Buy (n=1, avg=4.00) Sandisk: This Nvidia GTC 2026 Announcement Could Be A Game Changer - Summit Research2026-03-17: Buy (n=1, avg=4.00) Sandisk's Quiet AI Boom Could Still Surprise Investors - Future Stack Investment2026-03-25: Buy (n=1, avg=4.00) Sandisk's AI Supercycle Is Just Getting Started - Quantryon Capital2026-03-26: Sell (n=1, avg=2.00) Perfection Is A Fragile Thing To Hold: Why Sandisk Is A Sell (Rating Downgrade) - The Techie2026-03-27: Strong Buy (n=1, avg=5.00) Alphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade) - Deep Value Investing2026-03-28: Strong Buy (n=1, avg=5.00) Sandisk: The Market Is Dead Wrong (Rating Upgrade) - Yiannis Zourmpanos2026-03-31: Buy (n=4, avg=4.00) Sandisk: Strong Fundamentals With Visible Growth Path - ZK Research2026-04-03: Strong Buy (n=1, avg=5.00) Why I Am Rating SanDisk A Strong Buy - The Curious Analyst2026-04-08: Hold (n=1, avg=3.00) Sandisk: I'm Not Chasing This Cycle - Not Here - The Alpha Analyst2026-04-10: Buy (n=1, avg=4.00) SanDisk's Rally Is Backed By Something Bigger - Infinity Curve2026-04-13: Sell (n=2, avg=2.50) Sandisk: 3 Reasons To Sell (Rating Downgrade) - James Foord2026-04-15: Strong Buy (n=1, avg=5.00) Sandisk Has Further Room To Run - KM Capital2026-04-16: Buy (n=2, avg=3.50) Sandisk: A High-Growth Buy With A 'Sell The News' Warning For April - Dmytro Lebid2026-04-17: Strong Sell (n=1, avg=1.00) Sandisk: A Supercycle Is Still A Cycle - David Desjardins2026-04-21: Hold (n=1, avg=3.00) Sandisk: A High Beta Play For NAND Memory As AI Demand Surges - Robert Glanville2026-04-27: Strong Buy (n=1, avg=5.00) Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings - Hunting Alphas2026-05-01: Buy (n=3, avg=4.00) Sandisk Q3 Earnings: The Business Model Is Evolving, And It Changes The Story - StockBros Research2026-05-02: Sell (n=1, avg=2.00) Sandisk's SaaS Illusion: Anatomy Of A Big Exit - Esxeleryn Analytics2026-05-04: Hold (n=1, avg=3.00) Sandisk Q3 Earnings Review: Overbought, Potentially Volatile And Arguably Essential - Sandeep G. Rao2026-05-06: Sell (n=2, avg=2.50) Sandisk: The Options Market Is Pricing A Big Selloff (Technical Analysis) - Doug Collins2026-05-09: Sell (n=2, avg=2.50) Micron Has The Better Scarcity, Sandisk Has The Hotter Trade - The Alpha Analyst2026-05-10: Sell (n=1, avg=2.00) Sandisk: Beware The FOMO Rally - The Asian Investor2026-05-13: Buy (n=2, avg=3.50) Sandisk: Structural Demand That Isn't Going Anywhere Soon - Andres Veurink2026-07-27: Hold — SA consensus snapshot (n=20, avg=3.35); first seen 2026-07-2702/1703/2905/0806/1707/27 20
8 TEAM
+10.5% today
 4.14Buy 4.46Buy 3.92Buy 4.17 SBBHSSS$93$572026-02-19: Strong Buy (n=1, avg=5.00) Atlassian: Trust Growth Acceleration And RPO Buildup (Upgrade) - Gary Alexander2026-02-21: Buy (n=1, avg=4.00) Atlassian: One Of The Biggest Casualties Of The SaaS-Pocalypse - David Desjardins2026-02-23: Hold (n=1, avg=3.00) Atlassian: This Is Not 2016 Anymore - Amrita Roy2026-03-13: Buy (n=1, avg=4.00) Atlassian Still Grows Fast, But Must Finally Deliver Profits - Motti Sapir2026-03-27: Hold (n=1, avg=3.00) Atlassian: The Stock Collapsed, But The Business Did Not (Rating Downgrade) - Agar Capital2026-04-13: Buy (n=1, avg=4.00) Atlassian: A Prime AI (Fear) Casualty (Rating Upgrade) - The Value Investor2026-04-27: Strong Buy (n=1, avg=5.00) Atlassian Could Skyrocket This Week On Easing AI Fears - Akim Guerreiro2026-07-27: Buy — SA consensus snapshot (n=7, avg=4.14); first seen 2026-07-2702/1903/3105/0906/1707/27 7
9 MSFT 4.22Buy 4.67Strong Buy 3.46Hold 4.12 SBBHSSS$433$3572026-02-09: Buy (n=2, avg=3.50) Microsoft's AI Spend Looks Scary, Until You Run The Numbers - Investor's Compass2026-02-10: Buy (n=2, avg=4.50) Microsoft: I Bought This Dip - Cash Flow Venue2026-02-11: Strong Buy (n=3, avg=4.67) Microsoft's Post-Earnings Share Sell-Off Creates Opportunity For Long-Term Investors - Michael Del Monte2026-02-12: Buy (n=3, avg=4.33) Buy Microsoft's Falling Price Despite An Overvalued Macroeconomy (Rating Upgrade) - Oliver Rodzianko2026-02-13: Hold (n=3, avg=3.33) Microsoft: I Like This Price And I Like This Strategy More Than The Stock - Fundamental Options2026-02-15: Hold (n=1, avg=3.00) Microsoft's Lack Of Leadership In AI, Wait - Rafa F. Oliver, CFA2026-02-17: Buy (n=2, avg=4.00) Microsoft's Azure Reacceleration Could Shock Wall Street - Nova Capital2026-02-19: Strong Buy (n=1, avg=5.00) Microsoft: This AI Selloff Could Be The Buying Opportunity Investors Miss - Dhierin Bechai2026-02-20: Buy (n=2, avg=3.50) Microsoft: Why I Set A $370 Buy Order - Envision Research2026-02-24: Buy (n=2, avg=3.50) Microsoft Is In A Bear Market, Which Is Creating A Major Opportunity - Steven Fiorillo2026-02-27: Buy (n=2, avg=4.00) Microsoft: High-Margin Growth Points To A Premium Valuation - Given Mahlangu2026-02-28: Hold (n=1, avg=3.00) Microsoft: Shares Look More Attractive As AI Reverts To Tech Growth Norm? - Wise Bull2026-03-03: Strong Buy (n=1, avg=5.00) Microsoft: Azure And OpenAI Integration Support Long-Term Growth - Khaveen Investments2026-03-05: Buy (n=1, avg=4.00) Microsoft: Buy The Dip, Or Regret It Forever - Danil Sereda2026-03-06: Strong Buy (n=1, avg=5.00) Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them - Analysis Fundamental2026-03-09: Buy (n=1, avg=4.00) Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It - Julia Ostian2026-03-11: Buy (n=1, avg=4.00) Microsoft: Don't Miss The Forest For The Trees - Buy This Dip (Rating Upgrade) - PropNotes2026-03-13: Strong Buy (n=2, avg=5.00) Microsoft: SaaS/Cloud Winner With Rule Of 37.3% Outperformance - Juxtaposed Ideas2026-03-14: Buy (n=1, avg=4.00) Microsoft: The Bears Get One Thing Right But One Totally Wrong - Luca Socci2026-03-16: Buy (n=2, avg=4.00) Microsoft Is On Sale: 5 Reasons To Buy Now - Agar Capital2026-03-18: Buy (n=1, avg=4.00) Microsoft's Transition Creates A Generational Buying Opportunity - Oakoff Investments2026-03-20: Strong Buy (n=1, avg=5.00) Microsoft Stock Makes No Sense, Play The Spending Versus Revenue Gap - Rick Orford2026-03-22: Hold (n=1, avg=3.00) Microsoft: Don't Jump To Conclusions From The Recent Share Price Rout - Vladimir Dimitrov, CFA2026-03-23: Buy (n=2, avg=4.00) Microsoft: Beneath The Selloff - Yiannis Zourmpanos2026-03-24: Strong Buy (n=1, avg=5.00) Microsoft: I'm Pounding The Table On This Market Misunderstanding - JR Research2026-03-25: Buy (n=1, avg=4.00) Microsoft: Fortress Balance Sheet, Deep Value - Treading Softly2026-03-28: Sell (n=1, avg=2.00) Microsoft: The Questions That Price Seems To Have Answered - The Sharpe Quest2026-03-30: Buy (n=2, avg=3.50) Microsoft: An Inauspicious Start To 2026 - The Insiders Forum2026-03-31: Buy (n=1, avg=4.00) Microsoft: Back To Pre-COVID Multiples - But The Business Has Moved On - Equity Lab2026-04-01: Buy (n=2, avg=4.50) Microsoft: A Gift At 22x P/E (Rating Upgrade) - Envision Research2026-04-02: Buy (n=2, avg=4.50) Microsoft's AI Reset Created A Rare Bargain - Infinity Curve2026-04-04: Buy (n=3, avg=4.00) Microsoft's Selloff Is Hiding A Bigger Opportunity - Pythia Research2026-04-06: Strong Buy (n=1, avg=5.00) Microsoft: Double-Digit Growth At A Rare Discount - The J Thesis2026-04-07: Buy (n=2, avg=4.00) Microsoft: Anthropic's $30 Billion ARR Says A Lot (Rating Downgrade) - YR Research2026-04-08: Strong Buy (n=3, avg=4.67) Microsoft: The Market Is Forcing Me To Buy This Bargain (Rating Upgrade) - Kenio Fontes2026-04-09: Strong Buy (n=1, avg=5.00) Microsoft: The Selloff Looks Better Than The Story - Quantryon Capital2026-04-10: Strong Buy (n=1, avg=5.00) Microsoft: Temporary CapEx Panic Masks The Long-Term Edge - Esxeleryn Analytics2026-04-12: Hold (n=1, avg=3.00) Microsoft: Azure Is Booming, But OpenAI And Copilot Are Quietly Capping The Upside - Hunting Alphas2026-04-14: Hold (n=1, avg=3.00) Microsoft: CAPEX Spending In Focus Ahead Of Q3 - Justin Purohit2026-04-15: Buy (n=1, avg=4.00) Microsoft: Mispriced And Unfairly Tarnished With Overblown Capital Allocation Fears (Rating Upgrade) - The Alpha Sieve2026-04-16: Buy (n=3, avg=3.67) Microsoft: Cheap For All The Wrong Reasons - The Techie2026-04-17: Sell (n=2, avg=2.50) Microsoft: Don't Buy The Dip; A 30% Correction Is Still Ahead - Dmytro Lebid2026-04-21: Buy (n=1, avg=4.00) Microsoft's Bear Case Is Hard To Buy - Konstantinos Kosmidis2026-04-23: Buy (n=3, avg=4.33) Microsoft: The Dumbest Sell-Off In Big Tech - Bohdan Kucheriavyi2026-04-24: Sell (n=1, avg=2.00) Microsoft Is A Value Trap, OpenAI Dependence Could Backfire - Sarfatti Investment Research2026-04-28: Buy (n=1, avg=4.00) Microsoft: Buy This Bargain Before Earnings - Jonathan Weber2026-04-30: Buy (n=1, avg=4.00) Microsoft Q3: Turning Market Skepticism Into Opportunity - Ragmar Rikberg2026-05-01: Strong Buy (n=2, avg=5.00) Microsoft: Underdog Cloud Player With Serious Upside - The Asian Investor2026-05-03: Buy (n=1, avg=4.00) Microsoft Doesn't Need To Win The AI Race, It Needs The AI Race To Be Brutal - Jaden Mealy2026-05-04: Hold (n=1, avg=3.00) Microsoft: Continued AI And Software Concerns - The Value Investor2026-05-05: Buy (n=1, avg=4.00) Cloud Wars: How AI 'Landlords' Amazon And Microsoft May Absorb OpenAI And Anthropic - Geneva Investor2026-05-07: Hold (n=1, avg=3.00) Microsoft: Azure Doing The Heavylifting - Shubhm Mitessh Thakkar2026-05-08: Hold (n=2, avg=3.00) Microsoft: Look Past The Obvious And Ask The Hard Questions - Elizabeth Pramila2026-07-27: Buy — SA consensus snapshot (n=22, avg=4.22); first seen 2026-07-2702/0903/2305/0406/1507/27 22
10 WLDN
unanimous bullish analysts
 4.14Buy 5.00Strong Buy 3.13Hold 4.09 SBBHSSS$93$672026-02-27: Buy (n=1, avg=4.00) Willdan: Tax Headwind, Data Center Tailwind Wins (Earnings Review) - Danil Sereda2026-03-01: Buy (n=1, avg=4.00) Willdan Group: Bull Trap Plays Out - Data Center Backlog At Higher Margins - Juxtaposed Ideas2026-03-31: Buy (n=1, avg=4.00) Willdan Group: Margin Strength And Secular Demand Drive Upside After Valuation Reset - The Alpha Analyst2026-04-06: Buy (n=2, avg=4.00) Willdan: A Drop That The Numbers Do Not Explain - The Sharpe Quest2026-04-07: Hold (n=1, avg=3.00) Willdan: Listen To The Market And Avoid Catching The Falling Knife - JR Research2026-05-08: Buy (n=2, avg=4.50) Willdan Group: A Strong Buy Capitalizing On The Data Center Power Crisis - Emanuel Nemec2026-07-27: Buy — SA consensus snapshot (n=7, avg=4.14); first seen 2026-07-2702/2704/0605/1306/1907/27 7
11 META 4.00Buy 4.65Strong Buy 3.47Hold 4.04 SBBHSSS$688$5262026-02-18: Buy (n=1, avg=4.00) Meta Platforms: Why Strong Money Loves It - Envision Research2026-02-19: Buy (n=1, avg=4.00) Meta: The Market's Surprising Pessimism Offers Us A Solid Buying Opportunity - JR Research2026-02-20: Strong Buy (n=2, avg=5.00) Meta: The Direct AI Winner - Louis Gerard2026-02-24: Hold (n=1, avg=3.00) Meta Platforms And Microsoft: AI Success And AI Slop - Joe Albano2026-02-25: Buy (n=1, avg=4.00) Meta Platforms: The Growth Machine That Keeps On Giving - Daniel Jones2026-03-13: Strong Buy (n=1, avg=5.00) Meta Platforms: The Cheapest Amongst The Mag 7 - Cain Lee2026-03-15: Strong Buy (n=1, avg=5.00) Meta Platforms: Avocado Toast Never Tasted So Good - Stone Fox Capital2026-03-16: Buy (n=4, avg=4.25) Meta Platforms: Thanks For The Dip, I'm Buying The Market Panic - Kenio Fontes2026-03-17: Strong Buy (n=1, avg=5.00) Meta Platforms: 16x Adjusted FY2026 P/E Is A Solid Buy - Johnny Zhang, CFA2026-03-18: Sell (n=1, avg=2.00) Meta Platforms: The AI Spending Spree Is Out Of Control - Bears of Wall Street2026-03-27: Buy (n=4, avg=4.25) Meta Platforms: Lean Into The Fear As P/Cash Drops To 10x - Envision Research2026-03-28: Buy (n=1, avg=4.00) Meta: I'm More Than Willing To Catch The Falling Knife Now - JR Research2026-03-30: Sell (n=2, avg=2.50) Meta: A Deeper Look At Its Capex Burdens - Hunting Alphas2026-03-31: Buy (n=1, avg=4.00) Meta: Time To Go Bear Hunting In Value Valley - Oliver Rodzianko2026-04-01: Strong Buy (n=1, avg=5.00) Meta: Here's Why I Believe Market Is Underestimating Meta's AI Monetization Story - KL Research2026-04-06: Buy (n=3, avg=3.67) Meta: 3 Questions The Bulls Are Avoiding (Rating Downgrade) - YR Research2026-04-07: Buy (n=1, avg=4.00) Meta: Hated Again, And That's An Opportunity - Bashar Issa2026-04-09: Buy (n=2, avg=3.50) Meta Platforms: Muse Spark Launch Sends A Signal To Investors - Dilantha De Silva2026-04-10: Buy (n=1, avg=4.00) Meta Has Found Its AI Footing - The Techie2026-04-21: Hold (n=2, avg=3.00) Meta Platforms: The Long Game - Rowan Street Capital2026-04-23: Strong Buy (n=1, avg=5.00) Meta: Golden Buying Opportunity Before Earnings - KM Capital2026-04-29: Strong Buy (n=1, avg=5.00) Meta's Earnings Paradox: A Brilliant Quarter The Market Chose To Punish - Agar Capital2026-04-30: Buy (n=1, avg=4.00) Meta Q1 Review: Investors Hate Capex When They Should Love It - Brendan O'Boyle2026-05-01: Buy (n=1, avg=4.00) Meta Does Things Their Own Way - Eric Sprague2026-05-04: Buy (n=1, avg=4.00) Meta Platforms: Why AI Is Still Driving Ads Growth And Value Creation - Analysis Fundamental2026-05-05: Buy (n=1, avg=4.00) Meta's AI Fear Creates Rare Blue-Chip Mispricing - Infinity Curve2026-05-06: Sell (n=2, avg=2.50) Meta: I'm Nervous About The Fundamentals But Reasonable Valuations Make It A Hold - Hunting Alphas2026-05-07: Buy (n=1, avg=4.00) Meta Is Undervalued, But Will Need A Second Growth Engine (Rating Upgrade) - Daniel Schönberger2026-07-27: Buy — SA consensus snapshot (n=20, avg=4.00); first seen 2026-07-2702/1803/3005/0906/1707/27 20
12 GOOG 4.00Buy 4.58Strong Buy 3.49Hold 4.02 SBBHSSS$399$2732026-02-18: Buy (n=4, avg=3.75) Alphabet Is Doing Well Under CEO Sundar Pichai - Eric Sprague2026-02-19: Buy (n=1, avg=4.00) Alphabet Vs. Apple: 2 'Differently Similar' Ways To Navigate AI, 1 Clearly Ahead - Elizabeth Pramila2026-02-21: Strong Buy (n=1, avg=5.00) Alphabet Printed The Best Hyperscaler Quarter, And The Market Still Found A Reason To Sell - Deep Value Investing2026-02-23: Buy (n=2, avg=4.00) Alphabet: SpaceX IPO, 100-Year Bond, And My New Understanding Of Its Moat - Envision Research2026-02-24: Buy (n=1, avg=4.00) Alphabet: The AI CapEx Shock That Will Widen The Moat - Dhierin Bechai2026-02-26: Hold (n=1, avg=3.00) Alphabet Is Winning In AI And Cloud, But Upside Looks Limited - Motti Sapir2026-02-27: Buy (n=1, avg=4.00) Alphabet: You'll Regret Not Buying Here - Bohdan Kucheriavyi2026-02-28: Buy (n=1, avg=4.00) Alphabet: Google Cloud Is On Fire - Reiterate Buy - Bay Area Ideas2026-03-02: Hold (n=1, avg=3.00) Alphabet: Respect The Capex Cycle - The Alpha Analyst2026-03-06: Strong Buy (n=1, avg=5.00) Alphabet: Apple AI Deal Is The Biggest Blind Spot - KM Capital2026-03-12: Buy (n=1, avg=4.00) Alphabet Q4: A Fairly Valued Tech Titan To Buy Now - Kody's Dividends2026-03-23: Hold (n=1, avg=3.00) Alphabet Stock Analysis Why YouTube Is A $490 Billion Powerhouse - Daniel Jones2026-03-25: Hold (n=1, avg=3.00) Alphabet Quietly Entered A Multibillion-Dollar Market Last Week - Dilantha De Silva2026-03-26: Buy (n=1, avg=4.00) Alphabet's Bull Trap Playing Out: Buy The AI/Advertising Leader's Selloff - Juxtaposed Ideas2026-03-27: Buy (n=5, avg=3.80) Alphabet: I'm Finally Getting Very Excited Again (Upgrade) - JR Research2026-03-30: Hold (n=1, avg=3.00) Tesla Stock Analysis: Why The AI5 Chip Is Elon Musk's Make Or Break Bet - James Foord2026-03-31: Hold (n=1, avg=3.00) The Cure For FOMO With Tech Contrarians - Tech Stock Pros2026-04-06: Buy (n=5, avg=4.20) Alphabet: Still Not Too Late To Jump On The 16%+ Growth Train - YR Research2026-04-07: Buy (n=1, avg=4.00) Why Alphabet's Growth Story Is Being Misread - Infinity Curve2026-04-08: Strong Buy (n=1, avg=5.00) Alphabet: Q1 Is The Moment Of Truth - Rick Orford2026-04-09: Hold (n=1, avg=3.00) Alphabet Stock Defies AI's Gravity - Oliver Rodzianko2026-04-13: Buy (n=1, avg=4.00) Alphabet: AI-Powered Google Finance Is A Masterstroke - A.J. Button2026-04-14: Buy (n=1, avg=4.00) Alphabet: A Powerful Earnings Beat Likely Coming Again (Earnings Preview) - Oakoff Investments2026-04-20: Buy (n=1, avg=4.00) Alphabet: Insane Performance, With Future Strength - The Value Portfolio2026-04-22: Strong Buy (n=1, avg=5.00) Alphabet Advances In AI, Positioned To Gain Leadership (Earnings Preview) - Michael Del Monte2026-04-23: Buy (n=1, avg=4.00) Alphabet: 4 Key Themes On Why This Earnings Report Is Critical - Dmytro Lebid2026-04-24: Buy (n=2, avg=3.50) Alphabet Q1 Preview: Why The $4 Trillion Market Cap Still Offers Some Value - Kenio Fontes2026-04-25: Hold (n=1, avg=3.00) Alphabet Is Getting Ready For War - Uttam Dey2026-04-27: Buy (n=2, avg=4.00) Alphabet Q1: First Signs Of Depreciation Pressuring EPS Are Here - Deep Value Investing2026-04-29: Buy (n=1, avg=4.00) Alphabet: The Stock Actually Became Cheaper After Q1 - Kenio Fontes2026-04-30: Strong Buy (n=2, avg=5.00) Alphabet: Cloud Is On Fire - The Asian Investor2026-05-01: Buy (n=3, avg=3.67) Why OpenAI's Smartphone Will Disrupt Apple, But Alphabet Will Ultimately Win - Oriental Trader2026-05-02: Buy (n=1, avg=4.00) Alphabet Going After OpenAI Complex's Lunch (Rating Upgrade) - Uttam Dey2026-05-04: Hold (n=1, avg=3.00) Alphabet: What A Difference A Few Years Make - The Value Investor2026-05-05: Buy (n=2, avg=4.00) Alphabet's $460B AI Lock-In - Yiannis Zourmpanos2026-05-08: Buy (n=2, avg=4.50) Whether Alphabet Wins Or Loses The AI Race, It Wins Anyway - APAC Research2026-05-10: Hold (n=1, avg=3.00) Alphabet: Please Don't Push This AI Rally Over The Cliff (Rating Downgrade) - JR Research2026-05-11: Buy (n=1, avg=4.00) Alphabet: Buy Ahead Of A Strong Catalyst - Danil Sereda2026-05-12: Hold (n=1, avg=3.00) Alphabet: Time To Take Some Chips Off The Table - Shubhm Mitessh Thakkar2026-05-13: Buy (n=1, avg=4.00) Alphabet: The A-Z AI Play Set To Profit From The Whole Industry - James Hires2026-07-27: Buy — SA consensus snapshot (n=40, avg=4.00); first seen 2026-07-2702/1803/3005/0906/1707/27 40
13 NVDA
-4.9% today
 3.75Buy 4.70Strong Buy 3.49Hold 3.98 SBBHSSS$236$1652026-02-16: Strong Sell (n=1, avg=1.00) Nvidia May Be At Risk As Big Tech Capex Concerns Mount - Oriental Trader2026-02-17: Buy (n=4, avg=4.25) Nvidia Should Double-Beat Again (Earnings Preview) - Danil Sereda2026-02-18: Buy (n=2, avg=3.50) Nvidia: The Market Wants Proof, Meta Just Gave It - The Techie2026-02-19: Buy (n=2, avg=4.00) Nvidia: The Ride Will Resume As Hyperscalers Break Their Banks - Cash Flow Venue2026-02-20: Buy (n=1, avg=4.00) Nvidia: Why The Stock Is Still A Buy Here - Victor Dergunov2026-02-21: Buy (n=1, avg=4.00) Nvidia Will Likely Beat, But The Market May Not Like It - Jack Bowman2026-02-23: Hold (n=5, avg=3.00) Nvidia: You Haven't Seen Peak AI Yet - Bohdan Kucheriavyi2026-02-24: Hold (n=1, avg=3.00) Nvidia: What Could Happen On Wednesday? (Earnings Preview) - Jonathan Weber2026-02-25: Buy (n=4, avg=4.25) Nvidia: What The Market Still Doesn't Understand - Agar Capital2026-02-26: Buy (n=8, avg=3.88) Nvidia: Victim Of Its Own Success - The Techie2026-02-27: Buy (n=6, avg=4.50) Nvidia Q4 Earnings: The Numbers Don't Add Up - Rick Orford2026-02-28: Strong Buy (n=2, avg=5.00) NVIDIA: I'm Buying Post Earnings - Louis Gerard2026-03-02: Buy (n=2, avg=4.00) Nvidia Just Exposed How Weak The AI Trade Sentiment Is (Downgrade) - Deep Value Investing2026-03-03: Strong Buy (n=1, avg=5.00) If We're At War, Buy Nvidia - James Foord2026-03-04: Sell (n=2, avg=2.50) Nvidia: Abnormal Returns Are A Thing From The Past - Vladimir Dimitrov, CFA2026-03-05: Buy (n=1, avg=4.00) Nvidia's Earnings Prove Why It's Earned Its Spot - Bill Gunderson2026-03-06: Buy (n=2, avg=4.50) Nvidia: Blowout Q4 Report Aside, Don't Underestimate The Power Of CUDA - Vinay Utham, CFA2026-03-07: Strong Sell (n=1, avg=1.00) Nvidia: Paying The Opportunity Cost Is Painful, Trim To Fit - Elizabeth Pramila2026-03-08: Strong Buy (n=3, avg=4.67) AI Agents Ignite Nvidia's Next Growth Wave - Yiannis Zourmpanos2026-03-09: Buy (n=3, avg=4.33) Nvidia: Ahead Of GTC 2026, Architectural Supremacy Beyond Hyperscaler CapEx FOMO - Esxeleryn Analytics2026-03-12: Strong Buy (n=2, avg=5.00) Why Nvidia's Moat Keeps Expanding - Pythia Research2026-03-13: Buy (n=1, avg=4.00) Read This Before Nvidia GTC 2026: Agentic AI And LPU - Summit Research2026-03-16: Sell (n=1, avg=2.00) Nvidia At Significant Risk As Upside Priced In, But Downside Not - Oriental Trader2026-03-17: Hold (n=2, avg=3.00) Nvidia: Why The GTC Skepticism Is A Gift - Danil Sereda2026-03-18: Sell (n=2, avg=2.00) Nvidia: History Says This Ends Badly - Bears of Wall Street2026-03-20: Hold (n=3, avg=3.00) Nvidia: The Significance Of $6 Tokenomics (Rating Upgrade) - Envision Research2026-03-22: Buy (n=2, avg=3.50) Nvidia: AI Is Here To Stay, And The Fear Is Misplaced (Rating Upgrade) - Oliver Rodzianko2026-03-23: Buy (n=2, avg=4.00) Nvidia: Market's Misunderstanding Makes Little Sense To Me - JR Research2026-03-24: Hold (n=2, avg=3.00) Nvidia Stock To See New Growth Catalyst: 35X Faster AI With Groq 3 LPX - Beth Kindig2026-03-25: Hold (n=1, avg=3.00) Nvidia: Sky Isn't The Limit... Anymore - Ragmar Rikberg2026-03-26: Strong Buy (n=3, avg=4.67) Nvidia: The Market Stopped Believing - Bashar Issa2026-03-27: Buy (n=3, avg=3.67) Nvidia Won't Be Dead Money For Much Longer - Bay Area Ideas2026-03-28: Buy (n=1, avg=4.00) Iran Is Noise, Artificial General Intelligence Is The Signal, Nvidia Is The Trade - Geneva Investor2026-03-29: Buy (n=1, avg=4.00) Nvidia Vs. Amazon: Panel Regression Reveals Nvidia's Structural Strength - Forward Analytics2026-03-30: Strong Sell (n=1, avg=1.00) Nvidia: Helium Shortage Problems - Noah's Arc Capital Management2026-03-31: Buy (n=2, avg=3.50) Nvidia: Something Big Is Coming - Bohdan Kucheriavyi2026-04-01: Buy (n=2, avg=4.50) Nvidia Stock Prediction: The Path To A $20 Trillion Market Cap Is Strengthening - Beth Kindig2026-04-06: Buy (n=2, avg=4.00) Nvidia: China Brings The Heat - A.J. Button2026-04-07: Strong Buy (n=2, avg=5.00) Nvidia Redefines The AI Economics - Quantryon Capital2026-04-08: Strong Buy (n=1, avg=5.00) The Market Forgot Nvidia: Big Mistake - James Foord2026-04-09: Buy (n=2, avg=4.00) Nvidia: Why 2026 Could Be A Game Changer - Millennial Dividends2026-04-10: Strong Buy (n=1, avg=5.00) Nvidia: The Rerating Is Over, The Growth Story Isn't - Konstantinos Kosmidis2026-04-14: Buy (n=1, avg=4.00) Nvidia: Multiple Compression Is No Compliment (Rating Upgrade) - Deep Value Investing2026-04-15: Sell (n=2, avg=1.50) Nvidia And AMD: Trim Your Hare, Buy A Tortoise - Elizabeth Pramila2026-04-16: Buy (n=2, avg=3.50) Nvidia: I'm Finally Convinced (Rating Upgrade) - Joseph Parrish2026-04-17: Buy (n=1, avg=4.00) Nvidia Stock Looks Like A Buy (Technical Analysis) - Walter Zelezniak Jr2026-04-18: Buy (n=1, avg=4.00) NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount - Dmytro Lebid2026-04-21: Hold (n=1, avg=3.00) Nvidia: Shifting Competitive Landscape, Shares A 'Hold' - Justin Purohit2026-04-22: Strong Buy (n=1, avg=5.00) Nvidia: Trading At A Rare Discount Just As Its Next AI Supercycle Kicks Off - Hunting Alphas2026-04-27: Buy (n=1, avg=4.00) Nvidia: Biting The Bullet And Upgrading My Rating - Andres Veurink2026-05-01: Hold (n=1, avg=3.00) Nvidia's $20 Trillion Thesis Is Intact - My 2026 Allocation Isn't (Rating Downgrade) - Beth Kindig2026-05-06: Hold (n=1, avg=3.00) Is Nvidia Stock A Buy? Why Semiconductor Strength May Signal A Market Top - Beth Kindig2026-05-11: Buy (n=4, avg=4.25) What Nvidia Is Open-Secretly Building Goes Far Beyond AI GPU Dominance - DeVas Research2026-05-12: Buy (n=1, avg=4.00) NVIDIA Is 3 Companies In One, And The Market's Only Pricing The First - Jaden Mealy2026-07-27: Buy — SA consensus snapshot (n=24, avg=3.75); first seen 2026-07-2702/1603/2805/0706/1707/27 24
14 AVGO 3.76Buy 4.68Strong Buy 3.46Hold 3.97 SBBHSSS$439$2932026-02-06: Buy (n=1, avg=4.00) Broadcom: The Market Is Likely Getting It Wrong - JR Research2026-02-13: Buy (n=2, avg=4.50) Broadcom: Why AI Vibe-Coding Is Not A Threat To Its Infrastructure Software Segment - Michael Fitzsimmons2026-02-14: Hold (n=1, avg=3.00) Given The Nvidia Tax, Broadcom And Marvell Offer A Powerful 1-2 AI Punch - APAC Research2026-02-19: Strong Buy (n=1, avg=5.00) Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview) - Michael Del Monte2026-02-20: Strong Buy (n=1, avg=5.00) Broadcom: AI CapEx Panic Is Your Opportunity - Blake Callahan2026-02-24: Buy (n=2, avg=4.00) Broadcom: Set For Another Double-Beat Next Week (Earnings Preview) - Danil Sereda2026-02-25: Buy (n=1, avg=4.00) Broadcom Q1 Preview: Tech Rotation Could Trigger Another Irrational Selloff - Deep Value Investing2026-03-05: Buy (n=6, avg=4.00) Broadcom: Like Buying Nvidia In May 2023 - Tech Stock Pros2026-03-06: Buy (n=3, avg=4.00) Broadcom: Set For New Highs In 2026 (Rating Upgrade) - The Asian Investor2026-03-09: Buy (n=1, avg=4.00) Broadcom's Margin Fears Were Overblown: Here's What Actually Matters - Deep Value Investing2026-03-10: Strong Buy (n=1, avg=5.00) Broadcom: A Once-In-A-Generation Opportunity That Won't Last - Rick Orford2026-03-12: Strong Buy (n=1, avg=5.00) Broadcom: AI Is Turning This Chip Giant Into A Strong Buy Cash Flow Machine - Dhierin Bechai2026-03-13: Buy (n=1, avg=4.00) There's A Catch To Broadcom's $100B AI Vision - Uttam Dey2026-03-17: Buy (n=3, avg=3.67) Broadcom: A Valuation Misunderstanding That's Probably Worth A Trillion - Vega North2026-03-19: Buy (n=1, avg=4.00) Broadcom: The 'Utility' Of The AI Era - First Principles Partners2026-03-20: Buy (n=1, avg=4.00) Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth - Dmytro Lebid2026-03-24: Buy (n=2, avg=4.50) Broadcom's $100B AI Breakout - Yiannis Zourmpanos2026-03-26: Strong Buy (n=1, avg=5.00) Broadcom: The AI Thesis Is Playing Out Faster Than Expected - Vinay Utham, CFA2026-03-27: Hold (n=1, avg=3.00) Broadcom's Expertise In SerDes And DSP Drives Success In An AI World - Eric Sprague2026-03-28: Buy (n=1, avg=4.00) Broadcom: A Great Company At A Fair Price - Louis Gerard2026-03-31: Sell (n=1, avg=2.00) Broadcom: The Bear Case Nobody Wants To Hear - Bears of Wall Street2026-04-02: Buy (n=2, avg=3.50) Broadcom's AI Story Is Still Early - Quantryon Capital2026-04-04: Buy (n=2, avg=4.50) Broadcom: The AI Plumber Set For A Massive Explosion - Nova Capital2026-04-05: Buy (n=2, avg=4.00) Broadcom Is Ready To Wake Up From Its Slumber - Bay Area Ideas2026-04-08: Strong Buy (n=1, avg=5.00) Broadcom: Riding The Anthropic Boom - Stone Fox Capital2026-04-09: Buy (n=2, avg=4.50) Broadcom: Triad AI Deal Is A Game Changer - The Asian Investor2026-04-11: Strong Buy (n=1, avg=5.00) Why Amazon Is Not The AI Chip Provider Broadcom Is - Michael Fitzsimmons2026-04-14: Strong Buy (n=1, avg=5.00) Broadcom: AI Is Here To Stay - Michael Del Monte2026-04-15: Buy (n=2, avg=4.00) Broadcom: Every Hyperscaler Needs One (Rating Downgrade) - The Techie2026-04-16: Buy (n=2, avg=4.50) Broadcom Asserts XPU Advantage While Partner Alphabet Rejoins The $4T Club - Michael Fitzsimmons2026-04-20: Hold (n=1, avg=3.00) Broadcom: Things Might Look Rosy, But I'm Not Buying The Growth Story - Andres Veurink2026-04-27: Buy (n=1, avg=4.00) Broadcom: Isn't An Nvidia Killer, But It's A Growth Superstar Within The AI Ecosystem - Marc Gerstein2026-04-28: Sell (n=1, avg=2.00) Broadcom: Investors Are Pricing In Perfection - Daniel Schönberger2026-04-30: Strong Buy (n=1, avg=5.00) Broadcom: The Bulls Are Not Bullish Enough - Konstantinos Kosmidis2026-05-04: Buy (n=1, avg=4.00) Broadcom's AI Engine Could Power The Next Decade - Alpha Line2026-07-27: Buy — SA consensus snapshot (n=13, avg=3.76); first seen 2026-07-2702/0603/2105/0306/1407/27 13
15 MRVL 3.76Buy 4.55Strong Buy 3.49Hold 3.93 SBBHSSS$183$762026-02-14: Buy (n=3, avg=3.67) Given The Nvidia Tax, Broadcom And Marvell Offer A Powerful 1-2 AI Punch - APAC Research2026-02-15: Hold (n=1, avg=3.00) Marvell Technologies: Adding To Its Data Center Ambitions - The Value Investor2026-02-23: Hold (n=1, avg=3.00) The AI Memory Supercycle: Why Astera Labs And Marvell Are Top Buys - Uttam Dey2026-03-04: Buy (n=1, avg=4.00) Marvell: Custom Is The Dark Horse Catalyst - Summit Research2026-03-06: Buy (n=1, avg=4.00) Marvell: Strong FY26 Results And Persistent Speculations - Tangerine Tan Capital2026-03-09: Strong Buy (n=1, avg=5.00) Marvell Technology: My Top AI Investment Pick For 2026 - The Asian Investor2026-03-10: Buy (n=1, avg=4.00) Marvell: Buying Opportunity Before It Takes Off Without You - JR Research2026-03-11: Buy (n=2, avg=4.50) Marvell Technology: Not A One-Quarter Story - Tech Stock Pros2026-03-12: Hold (n=1, avg=3.00) Marvell: The Guidance Sounds Great Until You Look Under The Hood (Rating Downgrade) - Deep Value Investing2026-03-17: Buy (n=1, avg=4.00) Marvell's AI Story Is Bigger Than Expected - Pythia Research2026-03-20: Buy (n=1, avg=4.00) Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth - Dmytro Lebid2026-03-23: Buy (n=1, avg=4.00) Marvell: Building The AI Interconnect Stack Of The Next Decade - Analysis Fundamental2026-03-30: Buy (n=1, avg=4.00) Marvell Technology: More Visibility, More Design Wins, And More Upside Potential - Kennedy Njagi2026-03-31: Buy (n=1, avg=4.00) Marvell's Growth Story Just Changed - Uttam Dey2026-04-01: Buy (n=1, avg=4.00) Marvell: Nvidia Deal Supercharges An Undervalued AI Leader - Danil Sereda2026-04-09: Buy (n=1, avg=4.00) Nvidia Invests In Marvell, And So Should You - Bay Area Ideas2026-04-11: Strong Buy (n=1, avg=5.00) Marvell: Rating Upgrade On Data Center Boom - Khaveen Investments2026-04-16: Hold (n=1, avg=3.00) Marvell: Slower To AI Race, Hasty Rally - Downgrade To Hold - Juxtaposed Ideas2026-04-20: Buy (n=1, avg=4.00) Marvell: An AI Winner Tackling The Biggest Bottleneck With Data Transfer Optics - Dhierin Bechai2026-04-21: Buy (n=2, avg=3.50) Marvell: The Market Still Underestimates The Growth Potential - Tangerine Tan Capital2026-04-22: Buy (n=2, avg=3.50) Marvell: The Ride Won't Last Forever Given The Valuation (Rating Downgrade) - Cash Flow Venue2026-04-23: Buy (n=2, avg=4.00) Marvell: The AI Opportunity Is Massive - Bears of Wall Street2026-04-24: Hold (n=1, avg=3.00) Marvell: Finally Silences The Skeptics, But Don't Rush In Now (Downgrade) - JR Research2026-04-26: Hold (n=1, avg=3.00) Marvell: Marvelous Return After Seven Months, Here Is My Strategy Going Forward (Rating Downgrade) - Fundamental Options2026-05-01: Buy (n=1, avg=4.00) Marvell: AI Infrastructure Exposure Is Driving Scalable Earnings Growth - Future Stack Investment2026-05-14: Buy (n=1, avg=4.00) Marvell's Next AI Wave Is Not Chips - Quantryon Capital2026-07-27: Buy — SA consensus snapshot (n=34, avg=3.76); first seen 2026-07-2702/1403/2705/0706/1607/27 34
16 SNOW 3.52Buy 4.50Strong Buy 3.47Hold 3.83 SBBHSSS$183$1212026-02-14: Sell (n=2, avg=2.50) Snowflake: Transition Story Priced As Growth, But Momentum Is Missing - CAN Analyst2026-02-16: Buy (n=1, avg=4.00) Snowflake Stands Apart From SaaSpocalypse Fears (Upgrade) - Uttam Dey2026-02-19: Buy (n=1, avg=4.00) Snowflake: The AI Data Cloud Inflection Point (Q4 Earnings Preview) - Oakoff Investments2026-03-09: Buy (n=2, avg=4.50) Snowflake: Why I Am Buying The SaaS Meltdown (Rating Upgrade) - The Asian Investor2026-03-12: Hold (n=1, avg=3.00) Snowflake: Strong Growth, But Valuation Appears Fair - Equity Lab2026-03-21: Hold (n=1, avg=3.00) Snowflake: It Would Be Wise To Stay On The Sidelines - Bay Area Ideas2026-04-02: Hold (n=1, avg=3.00) Snowflake: Cheap Enough To Watch, Not Yet Cheap Enough To Buy - Virginia Backaitis2026-04-03: Buy (n=1, avg=4.00) Snowflake: Agentic AI And Data Cloud Winner - Upgrade To Speculative Buy - Juxtaposed Ideas2026-04-10: Buy (n=2, avg=4.00) Snowflake Intelligence Is Here: How AI Is Supercharging The Agentic Trajectory - Julian Lin2026-04-14: Buy (n=1, avg=4.00) Snowflake: Sentiment Broke - I Prefer Selling Puts Here - Equity Lab2026-05-13: Buy (n=2, avg=4.00) Snowflake: AI Disruption Is An Illusion - Julia Ostian2026-05-14: Sell (n=1, avg=2.00) Snowflake: Sell Until Expenses Subside And Margins Advance - Blake Winiecki2026-05-15: Buy (n=1, avg=4.00) Snowflake: The Risk/Reward Finally Favors The Bulls - Stephen Ayers2026-07-27: Buy — SA consensus snapshot (n=17, avg=3.52); first seen 2026-07-2702/1403/2705/0706/1607/27 17
17 COHR 3.57Buy 4.36Buy 3.44Hold 3.79 SBBHSSS$405$2202026-02-18: Buy (n=2, avg=4.00) Coherent: A Compelling Opportunity For Patient Investors - Star Investments2026-03-02: Strong Buy (n=1, avg=5.00) Why Coherent Is A Strong Buy After Rising Nearly 15% - Chris Lau2026-03-10: Buy (n=1, avg=4.00) Coherent's Rally Is Really About Optical Supply - Pythia Research2026-03-20: Buy (n=1, avg=4.00) Coherent: AI Demand And NVIDIA Partnership Drive Re-Rating And Renewed Buy Call - Narek Hovhannisyan2026-03-31: Strong Buy (n=1, avg=5.00) Coherent's Hidden Bottleneck Is Powering This Rally - Quantryon Capital2026-04-21: Hold (n=3, avg=3.33) Coherent: A Cautious Buy Despite Hefty Valuation - KM Capital2026-04-22: Buy (n=1, avg=4.00) Coherent: A Buy Driven By Robust AI Datacenter Optics Demand - Himalayas Research2026-07-27: Buy — SA consensus snapshot (n=7, avg=3.57); first seen 2026-07-2702/1803/3005/0906/1707/27 7
18 PLTR
breakdown counts did not render; +6.9% today
 3.86Buy 4.12Buy 3.39Hold 3.79 SBBHSSS$161$1282026-01-30: Strong Buy (n=1, avg=5.00) Palantir Q4 Preview: A Trap For AI Skeptics - Deep Value Investing2026-01-31: Hold (n=1, avg=3.00) Palantir: 5 Big Risks Of Backward-Looking Financial Analysis - Blue Harbinger2026-02-02: Sell (n=2, avg=2.50) Palantir: Q4 Earnings, Valuation, Technicals, And More (Rating Upgrade) - Ahan Vashi2026-02-03: Buy (n=6, avg=3.83) Palantir: The Stock Is A Victim Of Its Own Success - Louis Gerard2026-02-04: Hold (n=3, avg=2.67) Palantir Cracked Agentic AI: Is This The Only Real AI Company? - Geneva Investor2026-02-05: Buy (n=3, avg=4.33) Palantir Is Winning The AI Race, Plain And Simple (Upgrade) - JR Research2026-02-06: Buy (n=1, avg=4.00) Palantir Technologies: Why This AI Elite Growth Compounder Still Looks Attractive - Dhierin Bechai2026-02-07: Hold (n=3, avg=3.00) Palantir: AI SaaS Winner Still Expensive - Bull Trap Plays Out - Juxtaposed Ideas2026-02-10: Strong Buy (n=1, avg=5.00) Palantir: Rising Adoption Of AIP To Drive Growth - First Principles Partners2026-02-11: Strong Buy (n=1, avg=5.00) Palantir: N Of 1, Industrializing Autonomy Via Zero-Marginal-Cost AI Integration - Esxeleryn Analytics2026-02-14: Hold (n=1, avg=3.00) Palantir Is Executing Well -- The Valuation Is The Problem - Constantine Theophylactou2026-02-16: Strong Sell (n=1, avg=1.00) Palantir: AI Is The Risk - Stone Fox Capital2026-02-17: Buy (n=2, avg=4.00) Palantir: Approaching A Turning Point (Upgrade) - Oakoff Investments2026-02-18: Buy (n=2, avg=3.50) Palantir And Its Real Value - Grant Gigliotti2026-02-19: Buy (n=1, avg=4.00) What Options Say About Palantir For The Intermediate-Term (Technical Analysis) - Michael James McDonald2026-02-20: Hold (n=1, avg=3.00) Palantir's Growth Engine Is Accelerating With Valuation Getting More Reasonable - Steven Fiorillo2026-02-23: Strong Sell (n=1, avg=1.00) Palantir Technologies: Even This Plunge Doesn't Make Shares Investment-Worthy - Daniel Jones2026-02-24: Hold (n=1, avg=3.00) Palantir Will Rise Again - Oliver Rodzianko2026-02-25: Buy (n=3, avg=4.33) Palantir: The Market Is Repeating My 2025 Mistake - Envision Research2026-03-02: Buy (n=1, avg=4.00) Palantir: The U.S.-Iran Conflict Validates Its Unstoppable AI Military Moat - Nova Capital2026-03-04: Buy (n=3, avg=4.33) Geopolitical Tensions Boost Palantir's Bull Case - Yiannis Zourmpanos2026-03-06: Strong Buy (n=1, avg=5.00) Peter Thiel Sells Palantir; He May Regret It - James Foord2026-03-09: Strong Buy (n=1, avg=5.00) Palantir: The Rebound Is Just Beginning - KM Capital2026-03-11: Hold (n=1, avg=3.00) Palantir: Hard To Sell A Company That Benefits From Geopolitical Conflicts - Andres Veurink2026-03-13: Hold (n=1, avg=3.00) Palantir: The Iran War Isn't A Buy Signal - Bohdan Kucheriavyi2026-03-17: Hold (n=3, avg=3.00) Why I Stopped Betting Against Palantir - Louis Liu, Esq2026-03-18: Hold (n=2, avg=3.00) Palantir: SaaSpocalypse Fears Are Missing The Agentic AI Upside - Summit Research2026-03-19: Strong Buy (n=1, avg=5.00) Palantir: Probably The Most Consequential AI Company In Our Dangerous World - JR Research2026-03-23: Strong Buy (n=2, avg=5.00) Palantir: Why I Stay Bullish Despite The Risks - Quantryon Capital2026-03-24: Buy (n=1, avg=4.00) Palantir: This Selloff Is A Gift - Hunting Alphas2026-03-25: Strong Buy (n=1, avg=5.00) Palantir: Defending Its High-Growth Premium - Michael Del Monte2026-03-26: Strong Buy (n=1, avg=5.00) Palantir's Old Narrative Is Falling Apart - Rick Orford2026-03-30: Strong Buy (n=1, avg=5.00) Palantir Is Becoming The System Behind Decisions - Pythia Research2026-03-31: Buy (n=1, avg=4.00) Palantir Is Now U.S. Military's Critical System - Doug Collins2026-04-04: Buy (n=1, avg=4.00) Palantir: Winner Of The AI War - Dhierin Bechai2026-04-06: Strong Buy (n=1, avg=5.00) Why Palantir's Best Days May Still Be Ahead - Infinity Curve2026-04-07: Buy (n=2, avg=4.00) Palantir: A High Reward/Risk Strategy For A Fairly Valued Stock - Fundamental Options2026-04-08: Buy (n=2, avg=4.00) Palantir: DevCon5 Shows A Disruptor, Not The Disrupted - Envision Research2026-04-09: Sell (n=1, avg=2.00) Palantir: This Could End Badly - Bears of Wall Street2026-04-14: Hold (n=3, avg=3.33) Palantir: Anthropic's $30 Billion ARR Surge Is Eating The Middleware Moat - Louis Gerard2026-04-15: Buy (n=2, avg=4.00) Palantir: Anthropic Disruption Is An Illusion (Rating Upgrade) - Julia Ostian2026-04-23: Hold (n=1, avg=3.00) Palantir: AI No Longer A Differentiator - Chetan Woodun2026-04-24: Strong Buy (n=1, avg=5.00) Why Palantir's Story Just Entered A New Phase - Alpha Line2026-04-28: Hold (n=1, avg=3.00) Palantir's Growth Is Stunning; The Answer Lies In Global Expansion (Rating Upgrade) - Analysis Fundamental2026-04-29: Buy (n=1, avg=4.00) Palantir Has Become A Buy Ahead Of Earnings (Preview, Upgrade) - Oakoff Investments2026-07-27: Buy — SA consensus snapshot (n=1, avg=3.86); first seen 2026-07-2701/3003/1504/2906/1307/27 n/a
19 DELL 3.50Buy 4.22Buy 3.49Hold 3.74 SBBHSSS$260$1192026-02-19: Buy (n=1, avg=4.00) Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside - Luca Socci2026-02-20: Buy (n=1, avg=4.00) Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum - Forward Analytics2026-02-27: Strong Buy (n=1, avg=5.00) Dell Is Now Deep In Bargain Territory (Rating Upgrade) - Bay Area Ideas2026-03-04: Strong Buy (n=1, avg=5.00) Dell: Impressive Growth Proposition - The Asian Investor2026-03-11: Buy (n=1, avg=4.00) Inside Dell's Exploding AI Business - Yiannis Zourmpanos2026-03-23: Buy (n=2, avg=3.50) Dell: Why It's Not A Buy Despite A $43 Billion AI Backlog - Hunting Alphas2026-04-02: Buy (n=1, avg=4.00) Dell: Long Growth Runway Plus Lean Valuation Equals Buy - Marc Gerstein2026-04-08: Buy (n=1, avg=4.00) Dell: The Super Micro Fallout Could Spark A Major Re-Rate - Summit Research2026-04-15: Hold (n=1, avg=3.00) Dell: You Are Already Late To The Party (Downgrade) - JR Research2026-04-16: Strong Buy (n=1, avg=5.00) Dell: A Value Stock Multiple On An AI Growth Business - Deep Value Investing2026-04-25: Buy (n=1, avg=4.00) Dell's AI Moment: Why Inference And CPUs (Not GPUs), Is Driving The Next Growth Cycle - Analysis Fundamental2026-04-29: Buy (n=1, avg=4.00) Dell's Shift Is Bigger Than The Rally Suggests - Pythia Research2026-05-10: Buy (n=1, avg=4.00) Dell: The Stock Is Pricey But I'm Still Dipping Into The Buys - Hunting Alphas2026-07-27: Buy — SA consensus snapshot (n=18, avg=3.50); first seen 2026-07-2702/1903/3105/0906/1707/27 18
20 MP 3.40Hold 4.72Strong Buy 2.63Hold 3.58 SBBHSSS$73$462026-03-09: Hold (n=1, avg=3.00) MP Materials: Still Overvalued But Government Backing Makes It A Hold In A Risky World - Black Flag Research2026-03-16: Buy (n=2, avg=3.50) MP Materials: Commodities Might Be Rallying, But I'm Still Not Buying The Stock - Andres Veurink2026-03-18: Buy (n=1, avg=4.00) MP Materials: Further Upside From Structural Deficit, Higher Prices, & Growing Demand - Juxtaposed Ideas2026-04-06: Buy (n=1, avg=4.00) MP Materials: Buy Dip In Rare Earth Giant With Huge Upside - Oriental Trader2026-04-20: Hold (n=1, avg=3.00) MP Materials: Some Reasons For Optimism Ahead Of Earnings (Upgrade) - Ian Bezek2026-04-21: Strong Buy (n=1, avg=5.00) MP Materials: The Market Is Missing This Rare Earth Opportunity - Agar Capital2026-07-27: Hold — SA consensus snapshot (n=5, avg=3.40); first seen 2026-07-2703/0904/1305/1806/2207/27 5
21 CRWV 3.78Buy 4.18Buy 2.62Hold 3.53 SBBHSSS$138$692026-02-16: Strong Buy (n=1, avg=5.00) CoreWeave: Power Ramp Meets Capital Reality - Quantryon Capital2026-02-20: Buy (n=1, avg=4.00) CoreWeave: Data Center Financing Problems Emerge Ahead Of Earnings Next Week - ONeil Trader2026-02-23: Buy (n=1, avg=4.00) CoreWeave May Be Set For A High-Stakes Q4 Breakout (Preview) - Danil Sereda2026-02-25: Buy (n=1, avg=4.00) CoreWeave Earnings Preview: We See FY26 Upside - Tech Stock Pros2026-02-27: Hold (n=3, avg=3.33) CoreWeave Keeps Proving Why Investors Should Stay Far, Far Away - Rational Techne2026-03-02: Strong Buy (n=1, avg=5.00) CoreWeave: Focus On Prospects, Not Growing Pains - Stone Fox Capital2026-03-03: Buy (n=3, avg=4.00) CoreWeave: Bargain In The Rubble - Tech Stock Pros2026-03-04: Buy (n=2, avg=4.00) CoreWeave: This Collapse Is A Warning That Shouldn't Be Ignored (Rating Downgrade) - JR Research2026-03-05: Strong Buy (n=1, avg=5.00) CoreWeave's CapEx Shock Spooks The Market - Pythia Research2026-03-11: Strong Buy (n=1, avg=5.00) CoreWeave's $66B Backlog Meets A $30B Reality - Quantryon Capital2026-03-16: Strong Buy (n=1, avg=5.00) CoreWeave's High-Growth Cadence Proven - Strong Buy For Contrarians - Juxtaposed Ideas2026-03-17: Sell (n=2, avg=2.50) CoreWeave: The Market Is Overreacting To The Wrong Risks - Deep Value Investing2026-03-24: Strong Buy (n=1, avg=5.00) CoreWeave: A Compelling Risk/Reward Opportunity Despite Capex Backlog - Bay Area Ideas2026-04-02: Buy (n=1, avg=4.00) CoreWeave: Why I Am Reiterating A Buy - Kennedy Njagi2026-04-06: Strong Sell (n=1, avg=1.00) CoreWeave: Spending $2.6 For Every $1 In Revenue In 2026 - Louis Gerard2026-04-09: Buy (n=2, avg=4.50) CoreWeave: Time To Load Up - James Foord2026-04-10: Buy (n=1, avg=4.00) CoreWeave: The Neocloud King Validated By Meta's Billions - Nova Capital2026-04-12: Buy (n=1, avg=4.00) CoreWeave: Unjustified AI Bubble Fears; Buy Signals Are Finally Flashing (Rating Upgrade) - JR Research2026-04-14: Buy (n=3, avg=4.00) CoreWeave: Hypergrowth Is Here, But The Cash Cost Is Massive (Downgrade) - Dhierin Bechai2026-04-17: Buy (n=2, avg=4.00) CoreWeave Just Eliminated A Key Risk - Uttam Dey2026-04-18: Strong Buy (n=1, avg=5.00) CoreWeave: From Training To Inference, The Growth Story Isn't Over (Rating Upgrade) - Analysis Fundamental2026-04-20: Hold (n=1, avg=3.00) CoreWeave: Hyper-Growth At Any Margin (Rating Downgrade) - Bashar Issa2026-04-21: Buy (n=2, avg=3.50) CoreWeave's Next Move Isn't Priced In Yet - Pythia Research2026-04-23: Hold (n=2, avg=3.00) CoreWeave: Implications Of Relatively Low Depreciation/Sales Ratios - Envision Research2026-05-04: Strong Buy (n=1, avg=5.00) $700B AI Boom Is Fueling CoreWeave - Quantryon Capital2026-05-06: Hold (n=1, avg=3.00) CoreWeave Q1 Earnings Preview: Punished Or Praised? (Rating Downgrade) - Tech Stock Pros2026-05-08: Buy (n=7, avg=3.57) A Lot Further Downside To Come For CoreWeave Shareholders - Rational Techne2026-05-09: Hold (n=1, avg=3.00) CoreWeave: Lagging Margins Create An Uncertain Picture - The Value Investor2026-07-27: Buy — SA consensus snapshot (n=14, avg=3.78); first seen 2026-07-2702/1603/2805/0706/1707/27 14
22 QCOM 3.73Buy 3.44Hold 3.13Hold 3.43 SBBHSSS$238$1242026-03-07: Buy (n=1, avg=4.00) Qualcomm: 9% FCF Yield Underscores The Value Case - Mike Zaccardi, CFA, CMT2026-03-10: Buy (n=3, avg=4.00) Qualcomm: Selloff Is A Gift For Long-Term Investors - Bay Area Ideas2026-03-11: Buy (n=1, avg=4.00) Qualcomm: The Market Is Pricing In Failure - Bashar Issa2026-03-13: Hold (n=1, avg=3.00) Qualcomm: New Revenue Will Stem The Pain Of Losing Apple - Alex Behrens2026-03-17: Buy (n=2, avg=4.50) Why I'm Still Buying Qualcomm - Julia Ostian2026-03-21: Buy (n=1, avg=4.00) Qualcomm: The Market Is Missing The Optionality - Rafa F. Oliver, CFA2026-03-28: Buy (n=1, avg=4.00) Qualcomm: From A Dying Phone Company To The Next $8B Automotive Franchise - Vega North2026-03-31: Hold (n=1, avg=3.00) Qualcomm: The Cracks Are Widening And Broadening (Downgrade) - JR Research2026-04-06: Buy (n=1, avg=4.00) Qualcomm's Biggest Shift Nobody Sees - Yiannis Zourmpanos2026-04-17: Buy (n=1, avg=4.00) Qualcomm: Rare Value In An Otherwise Inflated Sector - Justin Purohit2026-04-25: Buy (n=1, avg=4.00) Qualcomm Q2 Earnings Preview: AI Optionality Is Back In Focus - Deep Value Investing2026-04-27: Buy (n=2, avg=3.50) The AI Agent Phone: How OpenAI Is Rethinking Qualcomm's Potential - Julia Ostian2026-04-28: Strong Buy (n=1, avg=5.00) Why Qualcomm Is Set To Disrupt The AI Market - Quantryon Capital2026-04-30: Strong Buy (n=1, avg=5.00) Qualcomm: Not Correctly Priced For AI - Stone Fox Capital2026-05-05: Sell (n=1, avg=2.00) Qualcomm: Sell Into The Hype - Doug Collins2026-05-12: Buy (n=2, avg=4.00) Qualcomm Breakout Gains Steam After New 52-Week High - Brett Ashcroft Green2026-05-13: Buy (n=2, avg=3.50) Qualcomm: The Cheapest AI Winner (Rating Upgrade) - Tech Stock Pros2026-07-27: Buy — SA consensus snapshot (n=15, avg=3.73); first seen 2026-07-2703/0704/1205/1706/2107/27 15
23 LUNR
Quant 4072/4254 - sharp divergence vs analysts
 4.00Buy 4.44Buy 1.28Strong Sell 3.24 SBBHSSS$37$162026-03-04: Hold (n=1, avg=3.00) Intuitive Machines: I See The Opportunity, But I'm Not Chasing It - Grassroots Trading2026-03-19: Buy (n=2, avg=4.00) Intuitive Machines: Weak FY25 Results, Strong FY26 Ambitions - Petri Dish Reports2026-03-20: Buy (n=1, avg=4.00) Intuitive Machines Earnings: What The Market Is Missing - Kumquat Research2026-03-27: Hold (n=1, avg=3.00) Intuitive Machines: Big Contract, Big Backlog - Joseph Parrish2026-04-20: Buy (n=1, avg=4.00) Intuitive Machines: Liftoff Has Just Started (Rating Upgrade) - Bay Area Ideas2026-04-21: Buy (n=1, avg=4.00) Intuitive Machines: From Lunar Lander To Space Infrastructure Play - Byte Sized Alpha2026-07-27: Buy — SA consensus snapshot (n=6, avg=4.00); first seen 2026-07-2703/0404/0905/1506/2107/27 6
24 SMCI 3.16Hold 3.15Hold 3.32Hold 3.21 SBBHSSS$35$212026-02-04: Buy (n=3, avg=3.67) Super Micro Computer: The Most Misunderstood AI Stock Today - James Foord2026-02-08: Hold (n=1, avg=3.00) Super Micro's AI Boom Isn't Translating Into Profits (Rating Downgrade) - JR Research2026-02-10: Buy (n=3, avg=4.00) Super Micro: Market Still Showing No Love For A Big AI Boost - Stone Fox Capital2026-02-16: Hold (n=1, avg=3.00) Super Micro: Record Revenue Won't Fix A Broken Margin Story - Joseph Montezuma2026-02-19: Strong Buy (n=1, avg=5.00) Super Micro Computer: Margins May Expand This Year (Rating Upgrade) - Deep Value Investing2026-02-21: Buy (n=1, avg=4.00) Super Micro Computer: The Less Discussed FQ2 Accounting Items (Rating Upgrade) - Envision Research2026-02-24: Hold (n=1, avg=3.00) Super Micro Computer Has A New Problem - Summit Research2026-02-26: Buy (n=2, avg=3.50) Super Micro's Billion-Dollar Stress Test (Rating Downgrade) - Yiannis Zourmpanos2026-02-27: Buy (n=1, avg=4.00) Can Super Micro Flip The 2025 Script - Rise When Tech Is Faltering? - Paul Franke2026-03-03: Buy (n=1, avg=4.00) Unloved Super Micro Computer Is Due For A Rally - Bay Area Ideas2026-03-16: Buy (n=1, avg=4.00) Super Micro Stock Looks Like A Real Gift On Upcoming Business Stabilization - Oakoff Investments2026-03-20: Sell (n=4, avg=1.75) Super Micro: From Undervalued To Uninvestable - James Foord2026-03-21: Strong Buy (n=1, avg=5.00) Super Micro: Another Perfect Storm - The Asian Investor2026-03-22: Strong Buy (n=1, avg=5.00) Super Micro: Ignore Bad Optics - Stone Fox Capital2026-03-23: Sell (n=2, avg=1.50) Super Micro Gifts Dell A Generational Opportunity - Uttam Dey2026-03-24: Buy (n=2, avg=4.00) Not All Hope Is Lost: Maintaining Super Micro Computer With A Strong Buy - The Techie2026-03-25: Sell (n=4, avg=2.25) Super Micro Computer Faces Immense Reputational Risk - A.J. Button2026-03-26: Sell (n=3, avg=2.00) Super Micro Computer Has Lots Of Smoke: Watch Out For The Fire - Marc Gerstein2026-03-31: Sell (n=1, avg=2.00) Super Micro Computer: It Deserves To Be Cheap - Louis Gerard2026-04-05: Hold (n=1, avg=3.00) Super Micro Computer: Don't Buy Into Lawsuit (Rating Downgrade) - Envision Research2026-04-07: Buy (n=1, avg=4.00) Super Micro Computer: Compliance Crisis Raises Sell Question - Dhierin Bechai2026-04-10: Sell (n=1, avg=2.00) Super Micro Computer: Cheap For A Reason - Bears of Wall Street2026-04-24: Sell (n=1, avg=2.00) Get Out Of Super Micro Computer While You Can - The Techie2026-07-27: Hold — SA consensus snapshot (n=30, avg=3.16); first seen 2026-07-2702/0403/1905/0106/1407/27 30
25 IONQ
extreme divergence; Quant 3958/4254
 3.46Hold 4.58Strong Buy 1.47Strong Sell 3.17 SBBHSSS$57$272026-02-23: Sell (n=1, avg=2.00) IonQ: The Management Is Doing A Good Job - Tangerine Tan Capital2026-02-27: Hold (n=1, avg=3.00) IonQ: Why I'm Not Investing Despite A Stellar Q4 Report - Dilantha De Silva2026-03-01: Buy (n=1, avg=4.00) IonQ's Quantum Moment Arrives - Yiannis Zourmpanos2026-03-03: Strong Sell (n=1, avg=1.00) IonQ: More Questions About The Quantum Growth Story - Stone Fox Capital2026-03-10: Buy (n=1, avg=4.00) IonQ: The Quantum Computer Leader And The SkyWater Deal Just Accelerates It - Melissa Tucker2026-03-26: Buy (n=1, avg=4.00) Financial Modeling Of IonQ - A Quantum Leader Going Through Hypergrowth - Gene Chan, CFA2026-04-10: Buy (n=2, avg=4.00) IonQ's Edge Over Rigetti Widens, But Market Timing Delays Pay Off - The Alpha Analyst2026-04-15: Buy (n=2, avg=4.50) IonQ: Q-Day Deep Dive - Noah's Arc Capital Management2026-07-27: Hold — SA consensus snapshot (n=13, avg=3.46); first seen 2026-07-2702/2304/0205/1106/1907/27 13
26 TSLA
SA analysts lean bearish: 17/31 Sell+StrongSell
 2.61Hold 3.65Buy 3.20Hold 3.15 SBBHSSS$445$3432026-01-28: Sell (n=2, avg=2.00) Tesla's Q4: A Disastrous Quarter - Jonathan Weber2026-01-29: Buy (n=7, avg=3.71) Tesla Q4: Fundamentals And Valuation Are Moving Out Of Sync - Brett Ashcroft Green2026-01-30: Buy (n=1, avg=4.00) Tesla After Q4 Earnings: Autonomy Takes Over Fundamentals, Again - Deep Value Investing2026-02-01: Sell (n=2, avg=2.00) Tesla: The Valuation Makes No Sense - The Asian Investor2026-02-02: Buy (n=4, avg=3.50) Tesla: Many Positive Strategic Shifts In 2026 (Upgrade) - Gary Alexander2026-02-03: Sell (n=3, avg=1.67) Only One Thing Saves Tesla (But It's Expensive) - James Foord2026-02-04: Sell (n=1, avg=2.00) Tesla's $20B Capex & FSD/Robotaxi/Optimus Promises - Euphoria Continues - Juxtaposed Ideas2026-02-05: Sell (n=2, avg=2.50) Tesla: From EV Maker To AI Empire - Yiannis Zourmpanos2026-02-09: Sell (n=2, avg=2.50) Tesla's Robotics Revolution Won't Save It - Daniel Jones2026-02-12: Sell (n=1, avg=2.00) A SpaceX-Tesla Merger Would Likely Destroy Value For Tesla Shareholders - Tunga Capital2026-02-17: Sell (n=2, avg=1.50) Tesla Energy Is A Double-Edged Sword For The Autonomy Premium - Summit Research2026-02-18: Hold (n=3, avg=3.00) Tesla: The Most Volatile Stock That's Worth Holding Onto - Bill Gunderson2026-02-23: Hold (n=4, avg=2.75) Tesla: Accidental Rally - Stone Fox Capital2026-02-24: Buy (n=1, avg=4.00) Tesla: Decommissioning Legacy Auto To Birth The AI Economy - Esxeleryn Analytics2026-03-09: Strong Sell (n=1, avg=1.00) Tesla: How Much Longer Can You Hide Weakness - The Value Portfolio2026-03-10: Buy (n=2, avg=3.50) Tesla: Poised To Start A New Wright's Law Curve - Envision Research2026-03-11: Sell (n=2, avg=2.00) Tesla: Finally Some Good News - James Foord2026-03-13: Sell (n=2, avg=2.50) Something Can Still Save Tesla (Rating Downgrade) - The Techie2026-03-14: Hold (n=1, avg=3.00) Tesla Has Just Shared Game-Changing News (Rating Upgrade) - Cash Flow Venue2026-03-18: Sell (n=1, avg=2.00) Tesla: Priced For Perfection In An Imperfect Reality - Tyler Wiedwald2026-03-23: Sell (n=2, avg=2.50) Tesla: The Overlooked Lunar Strategy That Can Drive Optimus Adoption (Upgrade) - Michael Del Monte2026-03-25: Strong Sell (n=1, avg=1.00) Tesla: Optimus Is A Distraction - Given Mahlangu2026-03-27: Strong Sell (n=1, avg=1.00) The Tesla Robotaxi Story Is A Myth: Why I'm Maintaining My Strong Sell Into Q1 Earnings - Julia Ostian2026-03-30: Strong Sell (n=4, avg=1.25) Tesla May Beat Deliveries, But This Could Hurt The Bottom Line - ValueAnalyst2026-04-01: Strong Sell (n=2, avg=1.00) Tesla: Finally Catching Up To Reality - Rick Orford2026-04-06: Sell (n=1, avg=2.00) Tesla: Weak Start To 2026 - Bill Maurer2026-04-07: Sell (n=3, avg=2.33) Tesla Stock: It's Cheap Again (Rating Upgrade) - The Techie2026-04-08: Hold (n=2, avg=3.00) Tesla: Time To Dump Shares - Bears of Wall Street2026-04-09: Hold (n=4, avg=3.00) Tesla: Waiting For 'Amazing Abundance' To Amaze - Justin Purohit2026-04-10: Hold (n=1, avg=3.00) Tesla: Car Company Aspiring High-Tech, But Stock Performance Confirms Neither - Dhierin Bechai2026-04-11: Buy (n=1, avg=4.00) Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) - Elizabeth Pramila2026-04-12: Hold (n=1, avg=3.00) Tesla Q1 Preview: It's About To Be Story Time On Wall Street - Deep Value Investing2026-04-13: Hold (n=3, avg=3.00) Tesla: Don't Worry About Inventory (Rating Upgrade) - The Asian Investor2026-04-16: Strong Sell (n=1, avg=1.00) Tesla Earnings Preview: Why The Dream Is Breaking Down - Agar Capital2026-04-17: Hold (n=2, avg=3.00) Tesla: The Stock Market's Valuation Laws Don't Apply Here (Rating Upgrade) - Oliver Rodzianko2026-04-20: Buy (n=4, avg=3.50) Tesla Q1 Preview: Losing The Robotics Race - Noah's Arc Capital Management2026-04-21: Sell (n=1, avg=2.00) Tesla: The SpaceX IPO Won't Save This Stock From Gravity - Louis Gerard2026-04-22: Sell (n=3, avg=2.00) Tesla Q1: Why I'm Constructive On The Narrative, But The Stock Is Still A Sell - Kenio Fontes2026-04-23: Buy (n=3, avg=4.00) Tesla Q1 Earnings Review: Joining The CapEx Race - Jack Bowman2026-04-27: Hold (n=4, avg=3.00) Tesla: What Most Don't Know About FSD - Paulo Santos2026-07-27: Hold — SA consensus snapshot (n=31, avg=2.61); first seen 2026-07-2701/2803/1404/2806/1207/27 31
27 BBAI
only bearish name; triple bearish; Quant 3969/4254
 2.33Sell 3.00Hold 1.45Strong Sell 2.26 SBBHSSS$4.38$3.052026-02-18: Hold (n=1, avg=3.00) BigBear.ai: Strategic Shift Emerging, Execution Still Unproven (Rating Upgrade) - The Alpha Analyst2026-03-04: Sell (n=1, avg=2.00) BigBear.ai: Big Expectations, Big Doubts - Richard Durant2026-03-05: Hold (n=2, avg=3.00) BigBear.ai: Defense AI Potential Is Real, But Execution Remains The Question - Jia Ming Eow2026-03-06: Sell (n=1, avg=2.00) BigBear.ai: Q4 2025 Revenue Contraction And The Pivot To The Middle East - Emanuel Nemec2026-04-07: Buy (n=1, avg=4.00) BigBear.ai's AI Transformation: Will Investors Reward The Pivot? - Petri Dish Reports2026-04-11: Sell (n=1, avg=2.00) BigBear.ai Stock: Bottom Fish At Your Own Risk (Rating Downgrade) - Bay Area Ideas2026-05-06: Hold (n=1, avg=3.00) BigBear.ai Q1: Nothing Exciting Here, But Could Be If Momentum Is Sustained - Gytis Zizys2026-07-27: Sell — SA consensus snapshot (n=3, avg=2.33); first seen 2026-07-2702/1803/3005/0906/1707/27 3
Strong Buy Buy Hold Sell Strong Sell Breakdown bar = mix of analyst ratings; number = analysts in window
SA rating history: each colored bar is an analyst rating on its date (lane = Strong Buy → Strong Sell, bar width = calls that day, click a bar to open the article); the blue line is the daily close. Solid bars are historical analyst calls (through the last scrape, ~2026-05-13); outlined bars are our daily consensus snapshots, stamped on the day first seen (starting 2026-07-27) — one is added each day going forward. The SA Analysts / Comp. columns and Now breakdown are today's live values.

Strongest consensus

  • AMZN
  • LITE
  • AMD
  • CLS
  • NBIS
  • TEAM
All three lanes (SA / Wall St / Quant) rate Buy or Strong Buy.

Analyst vs. Quant divergence

  • MU — spread 1.51: SA 3.48 / WSt 4.57 / Quant 4.99 — Quant #1/4254
  • SNDK — spread 1.64: SA 3.35 / WSt 4.39 / Quant 4.99 — Quant #2/4254
  • WLDN — spread 1.87: SA 4.14 / WSt 5.00 / Quant 3.13 — unanimous bullish analysts
  • MP — spread 2.09: SA 3.40 / WSt 4.72 / Quant 2.63
  • CRWV — spread 1.56: SA 3.78 / WSt 4.18 / Quant 2.62
  • LUNR — spread 3.16: SA 4.00 / WSt 4.44 / Quant 1.28 — Quant 4072/4254 - sharp divergence vs analysts
  • IONQ — spread 3.11: SA 3.46 / WSt 4.58 / Quant 1.47 — extreme divergence; Quant 3958/4254
  • BBAI — spread 1.55: SA 2.33 / WSt 3.00 / Quant 1.45 — only bearish name; triple bearish; Quant 3969/4254

Bearish flags

  • LUNR
  • IONQ
  • BBAI
SA analysts or the Quant model at Sell / Strong Sell.

Method

  • Source: seekingalpha.com author-ratings pages, live premium session
  • Gathered via browser (IP-blocked scraper bypassed), 60-90s paced per page
  • Composite = mean of the three rating scores (1-5)