Ghazal Ahmed

Contributing Author

Recent Articles by Ghazal Ahmed

Jan-18	BTIG Sees Strategic Value in CrowdStrike's (CRWD) SGNL, Seraphic Acquisitions CRWD Insider Monkey
Jan-18	BofA lifts IBM target, sees strong cash flow despite near-term margin pressure IBM Insider Monkey
Jan-17	KLA (KLAC) Gets Upgrade as Foundry-Led WFE Demand Accelerates KLAC Insider Monkey
Jan-17	KLA (KLAC) Gets Upgrade as Foundry-Led WFE Demand Accelerates KLAC Insider Monkey
Jan-17	Arm (ARM) Downgraded by BofA on Smartphone and Royalty Headwinds ARM Insider Monkey
Jan-17	Goldman Sachs Starts Coverage on Super Micro (SMCI) With Sell, $26 Target SMCI Insider Monkey
Jan-17	Goldman Sachs Starts Coverage on Super Micro (SMCI) With Sell, $26 Target SMCI Insider Monkey
Jan-17	AMD Gets KeyBanc Upgrade as Hyperscaler Demand Accelerates AMD Insider Monkey
Jan-17	KeyBanc Sees Micron (MU) in a 'Different' Memory Cycle, Raises Target MU Insider Monkey
Jan-17	Nvidia (NVDA) Added to Wolfe Alpha List as Favorite AI Idea for 2026 NVDA Insider Monkey
Jan-17	Alphabet (GOOGL) Gets $350 Target From Truist as Search Momentum Holds GOOGL Insider Monkey
Jan-17	Meta (META) Stays Overweight at Piper Sandler Ahead of Q1 Results META Insider Monkey
Jan-17	Apple's (AAPL) AI Roadmap Strengthens With Google Deal, Says Evercore AAPL Insider Monkey
Jan-17	Truist Raises Price Target on Amphenol Corporation (APH) After CommScope Deal APH Insider Monkey
Jan-17	Autodesk (ADSK) Earns Top Pick Status at Piper Sandler on AI Progress ADSK Insider Monkey
Jan-17	Rothschild Redburn Stays Bullish on ASML on Strong Order Intake ASML Insider Monkey
Jan-17	Why Evercore ISI Is Bullish on Reddit's (RDDT) Monetization Story RDDT Insider Monkey
Jan-17	HPE Labeled a 'Show-Me Story' for 2026 as Strategy Evolves HPE Insider Monkey
Jan-17	UBS Reiterates Neutral on Oklo (OKLO) After Meta Power Deal OKLO Insider Monkey
Jan-17	KeyBanc Turns Bullish on Intel (INTC), Citing Server CPU Tightness and Foundry Yield Gains INTC Insider Monkey
Jan-17	Microsoft AI Cloud Deal and 2GW Growth Path Drive Bull Case for IREN IREN Insider Monkey
Jan-17	Goldman Sachs Initiates DELL at Buy, Sees AI Server Momentum Driving Upside DELL Insider Monkey
Jan-17	Citizens Reiterates Market Outperform on Penguin Solutions (PENG) After CES Meetings PENG Insider Monkey
Jan-17	Goldman Sachs Cites Secular PC Margin Pressure in Sell Call on HP Inc. (HPQ) HPQ Insider Monkey
Jan-15	Benchmark Raises Baidu (BIDU) Price Target to $215, Citing Kunlun Spinoff and Robotaxi Value BIDU Insider Monkey
Jan-15	Wolfe Downgrades Rivian (RIVN) on Cash Burn, Sees Delayed AI and Autonomy Catalysts RIVN Insider Monkey
Jan-15	Datadog (DDOG) Faces Competitive Pressures in 2026, Goldman Says in Sell Call DDOG Insider Monkey
Jan-15	Barclays Says Snowflake's (SNOW) Strong Run Leaves Limited Upside, Downgrades Stock SNOW Insider Monkey
Jan-15	UBS Raises Price Target on Vistra (VST) to $233 After Meta Nuclear Power Deal VST Insider Monkey
Jan-15	AI-Powered Agentforce Seen as Medium-Term Growth Engine for Salesforce (CRM) CRM Insider Monkey
Jan-15	Goldman Sachs Initiates Coverage on Oracle (ORCL) With Buy Rating and $240 Target, ORCL Insider Monkey
Jan-15	Apple's (AAPL) AI-Powered Siri and Foldable iPhone Are Key Catalysts, Analyst Says AAPL Insider Monkey
Jan-15	Baird Reiterates Outperform on Nvidia (NVDA) With $275 Target, Citing AI Ecosystem Strength NVDA Insider Monkey
Jan-15	BofA Maintains Buy on META, Sees No Material 2026 Expense Impact From Energy Deals META Insider Monkey
Jan-13	TD Cowen Initiates Coverage on Constellation Energy (CEG) With $440 Price Target CEG Insider Monkey
Jan-13	Bernstein Says AI Competition Fears Around Broadcom (AVGO) Are Overblown AVGO Insider Monkey
Jan-13	TSMC (TSM) Gets Price Target Hike as JPMorgan Sees Strong AI-Led Growth TSM Insider Monkey
Jan-13	Alphabet (GOOGL) Gets Price Target Hike as Scotiabank Stays Bullish on AI GOOGL Insider Monkey
Jan-13	AI Sentiment on Amazon (AMZN) Could Improve in 2026, BofA Says AMZN Insider Monkey
Jan-13	Adobe (ADBE) Downgraded as Analysts See Limited Near-Term Catalysts ADBE Insider Monkey
Jan-13	BMO Reiterates Market Perform on Bloom Energy (BE) After Grid-Scale Fuel Cell Deal BE Insider Monkey
Jan-13	Qualcomm (QCOM) Downgraded as Handset Drag Limits Upside, Analyst Says QCOM Insider Monkey
Jan-13	Penguin Solutions' (PENG) Growth Outlook Remains Intact, Rosenblatt Says PENG Insider Monkey
Jan-13	SoundHound AI (SOUN) Seen as Long-Term Winner in Voice AI, H.C. Wainwright Says SOUN Insider Monkey
Jan-10	Why Analysts See Nvidia's AI Roadmap Driving EPS Upside Into 2027 NVDA Insider Monkey
Jan-10	Analysts Turn More Bullish on Alphabet (GOOGL) After Favorable Antitrust Ruling GOOGL Insider Monkey
Jan-10	Tesla (TSLA) Gains Wall Street Attention as GLJ Maintains Sell Rating TSLA Insider Monkey
Jan-10	KeyBanc Reaffirms Overweight on Vistra (VST) After $4B Cogentrix Acquisition VST Insider Monkey
Jan-10	Micron (MU) Price Target Raised on Tight Memory Supply Through 2026 MU Insider Monkey
Jan-10	ServiceNow (NOW) Stock Finds Support as Analysts See Upside to 2027 Growth NOW Insider Monkey
Jan-10	Freedom Capital Downgrades Alibaba (BABA) Despite Raising Price Target to $180 BABA Insider Monkey
Jan-10	Truist Starts Coverage on Accenture (ACN) With $317 Price Target ACN Insider Monkey
Jan-10	CoreWeave (CRWV) Emerges as an AI Infrastructure Stock to Watch After Truist Initiation CRWV Insider Monkey
Jan-10	Freedom Capital Markets Lifts Baidu (BIDU) Price Target, Maintains Buy Rating BIDU Insider Monkey
Jan-10	BofA Maintains Buy on Nvidia (NVDA) Following CES AI Updates NVDA Insider Monkey
Jan-10	BofA Reiterates Buy on Apple (AAPL) With $325 Target AAPL Insider Monkey
Jan-10	Why Evercore Expects Tesla (TSLA) Shares to Trade Sideways in the Near Term TSLA Insider Monkey
Jan-10	BMO Lowers Vistra (VST) Target to $230 but Keeps Outperform Rating VST Insider Monkey
Jan-10	Benchmark Names AppLovin (APP) a 2026 Top Idea, Reiterates Buy APP Insider Monkey
Jan-10	UBS Raises Micron (MU) Price Target to $400, Citing AI-Driven Re-Rating MU Insider Monkey
Jan-10	Analysts Say Adobe's (ADBE) AI Tools Are Popular, but Competition Is Intensifying ADBE Insider Monkey
Jan-10	Truist Initiates Palantir (PLTR) as Buy, Calls It a "Best-in-Class" Asset PLTR Insider Monkey
Jan-10	Marvell (MRVL) Gets Strong Buy as Raymond James Backs XConn Acquisition MRVL Insider Monkey
Jan-10	CoreWeave (CRWV) Draws Bullish Call as Cantor Sees Upside From Blackwell GPUs CRWV Insider Monkey
Jan-08	Microsoft's (MSFT) AI Strategy Reinforces Its Position as a Long-Term Winner, Analyst Says MSFT Insider Monkey
Jan-08	Five Reasons META Could Outperform in 2026, According to Jefferies META Insider Monkey
Jan-08	Evercore Reiterates Outperform on Nvidia (NVDA), Calls It a Top Pick for 2026 NVDA Insider Monkey
Jan-08	Goldman Sachs Raises TSM Target to NT$2,330 on Exploding AI Demand TSM Insider Monkey
Jan-08	UBS Stays Bullish on Oracle (ORCL) Despite Target Cut, Sees 2026 Recovery Path ORCL Insider Monkey
Jan-08	UBS Sticks With Sell on Tesla (TSLA) as AI Optimism Runs Ahead of Fundamentals TSLA Insider Monkey
Jan-08	Why Piper Sandler Sees 2026 as an "Year of Refresh" for Arista Networks (ANET) ANET Insider Monkey
Jan-08	Why Bernstein Sees 2026-27 as "Big Years" for ASML ASML Insider Monkey
Jan-08	HSBC Raises Baidu (BIDU) Target to $130 on Kunlunxin AI Chip Spinoff Plans BIDU Insider Monkey
Jan-08	Piper Sandler Turns Neutral on SentinelOne (S) Despite Modest Valuation S Insider Monkey
Jan-08	Five9 (FIVN) Under Pressure: Piper Sandler Downgrades Stock to Neutral FIVN Insider Monkey
Jan-06	Jefferies Upgrades Outlook on Baidu (BIDU) After AI Chip Unit Spin-Off Announcement BIDU Insider Monkey
Jan-06	Analysts Warn of Potential Demand "Air-Pocket" for Rivian (RIVN) in 2026 RIVN Insider Monkey
Jan-06	IBM Earns Buy Rating as Analysts See Software Acceleration Ahead in 2026 IBM Insider Monkey
Jan-06	Analysts Turn Bullish on ASML With Price Target Raised to $1,500 ASML Insider Monkey
Jan-06	Guggenheim Lifts Palo Alto Networks (PANW) Rating Following Deal Activity and AI Tailwinds PANW Insider Monkey
Jan-06	Barclays Turns Bullish on Vertiv (VRT), Raises Price Target to $200 VRT Insider Monkey
Jan-06	Micron (MU) Shares Get Bullish Target Hike as DRAM Prices Accelerate MU Insider Monkey
Jan-06	HSBC Stays Cautious on Tesla (TSLA) After Lower-Than-Expected Q4 Deliveries TSLA Insider Monkey
Jan-06	Apple's (AAPL) Strong Fundamentals Already Priced In, Analysts Say AAPL Insider Monkey
Jan-06	Analysts See Upside for NVIDIA (NVDA) as CES Highlights AI Momentum NVDA Insider Monkey
Jan-03	The Trade Desk (TTD) Has Fallen More Than 60% - but Analysts Are Turning Bullish Again TTD Insider Monkey
Jan-03	Analysts Grow More Careful on Super Micro Computer (SMCI) Despite AI Demand SMCI Insider Monkey
Jan-03	GitLab (GTLB) Faces AI Market Headwinds - Yet Wall Street Still Likes the Stock GTLB Insider Monkey
Jan-03	Why Hewlett Packard Enterprise (HPE) Remains an AI Stock to Watch Under $50 HPE Insider Monkey
Jan-03	Intel (INTC) Draws Strategic Nvidia Investment as Chip Testing Plans Shift INTC Insider Monkey
Jan-03	How Upstart (UPST) Is Using AI to Shape the Future of Consumer Lending UPST Insider Monkey
Jan-03	Applied Digital (APLD) Pushes AI Expansion and Separates Cloud Unit APLD Insider Monkey
Jan-03	Samsara (IOT): Durable AI-Driven Growth With Room to Run IOT Insider Monkey
Jan-03	CEVA: An Affordable AI Play Seeing Growing Analyst Optimism CEVA Insider Monkey
Jan-03	DigitalOcean (DOCN) Expands AI Partnerships as Demand for Agentic Cloud Rises DOCN Insider Monkey
Dec-27	Accenture (ACN) Rated Outperform at Mizuho as AI Demand Fuels Growth ACN Insider Monkey
Dec-27	Meta (META) Rated Outperform at Baird as Firm Encourages Buying the Dip META Insider Monkey
Dec-27	Analysts See Intersect Buy as Logical Move for Alphabet's (GOOGL) AI Footprint GOOGL Insider Monkey
Dec-27	Analysts Say NICE's Cloud Targets Look 'Aggressive' NICE Insider Monkey
Dec-27	Needham Reiterates Buy on Reddit (RDDT), Calls It a "Best Idea for 2026" RDDT Insider Monkey

Ghazal Ahmed

Recent Articles by Ghazal Ahmed

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