Monday's Top Analyst Recommendations: Nvidia, Apple, Tesla, Palantir, Oracle, Chewy, Roblox, Alphabet, and More
Morgan Stanley's Recommendations: Morgan Stanley reiterated its overweight rating on Tesla, highlighting Elon Musk's compensation package as beneficial for shareholders, and also initiated coverage on Miami International as overweight, citing its strong market position.
Citi and Wells Fargo Insights: Citi maintained a buy rating on Nvidia while lowering its price target, emphasizing AI growth, and Wells Fargo reiterated Apple as overweight, predicting revenue upside from the upcoming iPhone 17.
JPMorgan and Bank of America Upgrades: JPMorgan upgraded Veeva Systems and Afya to overweight, noting their growth potential and consistency, while Bank of America upgraded Palantir and Scorpio Tankers to buy, citing their strong positioning in AI and cash generation, respectively.
Other Notable Upgrades: Deutsche Bank upgraded Oracle and Teck Resources to buy, with Oracle expected to see higher earnings, and Chewy was upgraded by Mizuho due to attractive risk/reward dynamics following a recent pullback.
Trade with 70% Backtested Accuracy
Analyst Views on ORCL
About ORCL
About the author

- Strong Market Performance: As of January 28, CrowdStrike's share price stood at $469.19, reflecting a recovery in investor confidence with a 23.39% increase since the last coverage, indicating stabilization in fundamentals and optimism about future growth.
- Significant Technological Advantage: The Falcon platform serves as a single-agent, cloud-native solution addressing increasingly complex cybersecurity needs, particularly in the AI-driven era, enhancing its competitive edge and attracting deep module adoption from large enterprises like Gap and Oracle.
- Revenue Growth Potential: Management has outlined a credible path to achieving $10 billion in annual recurring revenue (ARR) by FY31 and $20 billion by FY36, demonstrating strategic commitment to expanding its customer base and use cases, further solidifying its market leadership.
- Data Moat Development: By processing trillions of security events and millions of labeled annotations, CrowdStrike has built a formidable data moat, which will be further enhanced as AI models increasingly rely on high-quality data, ensuring its leading position in the future cybersecurity landscape.
- Class Action Initiation: Robbins Geller Rudman & Dowd LLP has announced a class action lawsuit against Oracle Corporation for investors who purchased shares between June 12, 2025, and December 16, 2025, alleging violations of the Securities Exchange Act of 1934, which could result in significant losses for investors.
- Capital Expenditure Risks: The lawsuit claims that Oracle's AI infrastructure strategy will lead to massive increases in capital expenditures without corresponding near-term revenue growth, posing serious risks to the company's debt and credit rating, as well as its ability to fund projects.
- Analyst Warnings: On September 25, 2025, analysts at Rothschild & Co. Redburn downgraded Oracle to
- Market Performance: The week was challenging for markets, but it concluded with a surge of optimism among investors.
- Dow 50K Discussion: The article focuses on the potential for the Dow Jones Industrial Average to reach the 50,000 mark, highlighting the factors that could contribute to this milestone.
- Investor Sentiment: Despite recent difficulties, there is a renewed sense of hope and positive sentiment in the market, suggesting a possible recovery.
- Future Outlook: Analysts are considering the implications of reaching the Dow 50K and what it could mean for the broader economy and investment strategies.
- Bond Market Pressure: Oracle's credit default swap (CDS) pricing surged in November, currently at nearly four times the levels seen in September, indicating bond market concerns over its debt, particularly regarding its $300 billion deal with OpenAI.
- Capital Expenditure Risks: Oracle faces challenges related to the ballooning costs of building data center infrastructure to support AI growth, with market skepticism surrounding OpenAI's internal projections of burning through over $100 billion in cash before 2030.
- Divergent Stock Market Performance: While the bond market remains cautious about Oracle and Microsoft, the equity market continues to invest in AI companies, with Alphabet showing stronger performance due to minimal exposure to OpenAI and a better financial position.
- Bubble Risk Assessment: History suggests that companies often overreach during technological revolutions, leading to capital flowing to unproductive sources; although predicting when a bubble will occur is difficult, discerning investment in AI-exposed companies may promote sustainable growth.
- Lawsuit Background: Bragar Eagel & Squire has filed a class action lawsuit against Oracle in the U.S. District Court for Delaware on behalf of investors who purchased Oracle common stock between June 12, 2025, and December 16, 2025, alleging the company made materially false and misleading statements during this period.
- Allegation Details: The complaint claims that Oracle's AI infrastructure strategy led to massive increases in capital expenditures without corresponding near-term revenue growth, while the increased spending posed serious risks to the company's debt, credit rating, and free cash flow.
- Investor Rights: Affected investors must apply by April 6, 2026, to be appointed as lead plaintiff in the lawsuit to protect their legal rights, with Bragar Eagel & Squire offering free consultations and encouraging investors to reach out for more information.
- Law Firm Overview: Bragar Eagel & Squire is a nationally recognized law firm specializing in securities, derivative, and commercial litigation, with extensive experience in representing investors and a commitment to providing legal support.
- Capital Spending Commitments: Amazon and Alphabet's recent capital spending commitments total $385 billion, significantly surpassing the $222 billion for 2025, indicating strong confidence in future growth despite negative stock reactions.
- AI Infrastructure Demand: GE Vernova's stock rose over 5% in after-hours trading due to surging demand for power to support data centers, highlighting a shift towards increased orders for its gas turbines and electrification equipment from hyperscalers.
- Oracle and OpenAI Relationship: Despite Oracle's $300 billion deal to build infrastructure for OpenAI, market skepticism persists regarding Oracle's exposure, especially given OpenAI's projected cash burn of up to $115 billion by 2030.
- GE Vernova's Growth Outlook: Management anticipates mid-teens revenue growth from 2025 to 2028, with earnings expected to more than double during this period, bolstered by investor confidence stemming from Amazon and Alphabet's spending commitments.











