In a week dominated by shifting sentiment and strategic pivots in tech, major Wall Street firms have updated their views on some of the biggest names in the market. Microsoft, Amazon, Tesla, and Micron all featured prominently in new analyst reports that reflect growing attention on AI, cloud growth, and leadership risk.
Oppenheimer upgraded Microsoft (NASDAQ:MSFT) to Outperform with a new price target of $600, highlighting increasing conviction in the company’s artificial intelligence monetization and persistent Azure cloud strength.
Analysts noted that Azure’s growth trajectory, much like Amazon’s AWS, remains a major valuation anchor. While some AI-driven upside is already priced in, Oppenheimer believes fiscal 2026 could see a reacceleration, fueling a potential re-rating.
Microsoft is described as having a “Rule of 60” profile—combining robust growth and high profitability at scale—a rare combination that justifies premium valuation and long-term upside.
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Morgan Stanley raised Amazon’s (NASDAQ:AMZN) price target to $300 from $250, citing improving momentum in AWS and a more constructive macro backdrop. The upgrade also reverses previous EPS cuts tied to steep tariff scenarios.
A key factor is Amazon’s strategic stake in Anthropic, expected to generate $10B in 2026 and $19B in 2027, lifting AWS growth. The firm sees Amazon gaining tactical cloud share from Microsoft, Google, and Oracle, reinforcing its top pick status.
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Wedbush’s Dan Ives flagged Tesla (NASDAQ:TSLA) as reaching a "tipping point," raising concerns over CEO Elon Musk’s political ambitions, which now include the creation of a new political party.
The firm urged Tesla’s board to:
Implement a new CEO-focused compensation structure
Establish clear time-commitment frameworks
Form a special oversight committee to monitor conflicts between political activity and executive leadership
Despite the distraction risk, Tesla is still viewed as one of the two leading physical AI companies globally, alongside Nvidia, with significant AI and autonomy upside—if leadership remains focused.
Deutsche Bank initiated coverage on Micron Technology (NASDAQ:MU) with a Buy rating and a $150 price target, driven by strong tailwinds in High Bandwidth Memory (HBM) and growing AI infrastructure demand.
Analysts are bullish on both cyclical recovery and secular strength, particularly as next-gen AI processors depend increasingly on DRAM and NAND innovation.
From AI adoption to cloud share battles, and leadership stability, the week’s analyst calls reflect a deeper recalibration of expectations for top-tier tech names.
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