5 big analyst AI moves: Jefferies underlines its top AI winner stock
) has been reiterated as a Buy at Melius Research earlier this week as the firm’s analysts believe the technology titan “may own the most valuable AI real estate.”
The goal of Microsoft's strategy is to centralize AI tools within Copilot, according to Melius analysts, which they believe is an approach that will enable the company to capture significant value and expand its Total Addressable Market across the diverse software industry.Despite being a clear AI laggard, Evercore ISI analysts remain optimistic about Apple's prospects in the rapidly-growing space, maintaining an Outperform rating and a $220 price target for the company this week.
The investment bank observed that vendors are now fine-tuning and pricing their AI offerings, with users identifying valuable applications for the technology. In this context, the firm named Microsoft as its top AI winner of the current generative AI cycle as it sees the technology giant well-positioned “to benefit from both infrastructure and app angles opportunities, capturing the most of this transformational opportunity,” they said.‘Time to buy into the next leg of the AI trade,’ Citi says
However, Citi is now pointing out that Users and various global firms have not received their fair share of attention, suggesting potential overlooked opportunities in these areas. The"Artificial Intelligence-at-a-Reasonable-Price" basket caters to those seeking balanced growth and risk management, leaning towards North American creators and enablers of AI technology.
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