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Piper Sandler reiterated an Overweight rating on Nvidia with a $300 price target, representing 34% upside. Analysts highlighted Nvidia's 80% market share, surging GPU prices driven by agentic AI dema…
Piper Sandler initiated NVIDIA with an Overweight rating and $300 target. CEO Jensen Huang reiterated expectations of 70% annual revenue growth, while higher projected pricing for future Vera Rubin s…
Piper Sandler initiated coverage on Nvidia with a Buy rating and a $300 price target, citing its dominant 80% AI-compute market share, sustained multi-year GPU shortages, rapid product rollout cycles…
Advanced nuclear stocks slid roughly 5% after Piper Sandler initiated coverage with mixed calls, rating Oklo a Buy and X-Energy a Sell. The sell-off hit the entire small modular reactor sector, overr…
Piper Sandler initiated AMD with an Overweight rating and a $600 price target, forecasting 50% revenue CAGR through 2030 driven by AI infrastructure. CLSA and Raymond James also boosted targets amid …
Piper Sandler initiated coverage on AMD with a Buy rating and a $600 price target. The firm projects roughly 50% annual revenue growth through fiscal 2030, driven by agentic AI workloads boosting ser…
Piper Sandler initiated coverage on major chipmakers, naming Nvidia and Broadcom top picks with Overweight ratings. The firm highlighted surging AI compute demand, projecting a $2.2 trillion compute …
Piper Sandler raised ExxonMobil's price target from $158 to $185, projecting 16% upside above record highs. The upgrade is supported by Exxon's robust balance sheet, $17.2 billion in second-quarter f…
SpaceX (SPCX) stock fell despite strong Q2 earnings as capex concerns, insider lockup expiration, and Piper Sandler's lowered price target ($140) weighed on shares, though upside potential remains.