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Analysts are Upgrading These 9 Tech Stocks

In this article, we will take a look at the 9 tech stocks recently upgraded by analysts. If you want to see more such stocks on the list, go directly to Analysts are Upgrading These 5 Tech Stocks.

It was a mixed Friday on Wall Street, with S&P 500 and Nasdaq Composite closing lower and Dow Jones Industrial Average ending up in green. The tech-heavy Nasdaq was partly brought down by Apple Inc. (NASDAQ:AAPL), which fell nearly two percent today.

Apple Inc. (NASDAQ:AAPL) shares moved down this morning after multiple news agencies reported a drop in iPhone shipments due to production delays in a Foxconn facility in China. While renewed Covid-19 restrictions in China have weighed on the global tech sector, analysts continue to improve their ratings for tech stocks. NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD) and Applied Materials, Inc. (NASDAQ:AMAT), were among the notable tech stocks that were recently upgraded by analysts.

Summit Insights upgraded NVIDIA Corporation (NASDAQ:NVDA) as the research firm thinks the stock offers a favorable risk reward. On the other hand, Baird improved its ratings for Advanced Micro Devices, Inc. (NASDAQ:AMD), citing confidence in its new line of CPUs. Check out the complete article to see the details of these upgrades.

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9. SAP SE (NYSE:SAP)

Number of Hedge Fund Holders: 17

SAP SE (NYSE:SAP) is a leading software company based in Germany. It is best known for its enterprise resource planning (ERP) software that helps clients efficiently manage business operations and customer relations.

The German company recently received an upgrade from Barclays. The research firm improved its ratings for SAP SE (NYSE:SAP) from “Equal-Weight” to “Overweight” on Monday, November 21.

Barclays analyst Raimo Lenschow believes that shifting to the cloud or subscription-based models would likely benefit European software stocks, including SAP SE (NYSE:SAP).

Meanwhile, SAP SE (NYSE:SAP) continues to do well in cloud space. Its cloud revenue jumped 38 percent in the third quarter. During the Q3 earnings call last month, the company’s senior leadership expressed optimism about SAP’s future cloud growth.

8. Altair Engineering Inc. (NASDAQ:ALTR)

Number of Hedge Fund Holders: 19

Needham issued a “Buy” rating for Altair Engineering Inc. (NASDAQ:ALTR) last week. Analyst Charles Shi thinks the software company will show resilience in a recessionary macro environment, helped by its core simulation business.

Shi expects a compound annual growth rate (CAGR) of 10 percent and an EBITDA margin expansion of 20 percent for Altair Engineering Inc. (NASDAQ:ALTR). He has a price target of $60 per share for the stock, compared to its current trading price of around $47.

Like Altair Engineering Inc. (NASDAQ:ALTR), analysts also updated their recommendations for NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD) and Applied Materials, Inc. (NASDAQ:AMAT).

7. Shoals Technologies Group, Inc. (NASDAQ:SHLS)

Number of Hedge Fund Holders: 21

Shoals Technologies Group, Inc. (NASDAQ:SHLS) is engaged in providing electrical balance of system solutions for EV charging, energy storage and solar. Its share price recently climbed to a new 52-week high following its impressive financial performance for the third quarter.

In response to solid results, Northland analyst Donovan Schafer raised his ratings for Shoals Technologies Group, Inc. (NASDAQ:SHLS) from “Market Perform” to “Outperform” last week.

Shoals Technologies Group, Inc. (NASDAQ:SHLS) reported adjusted earnings of 10 cents per share, compared to 7 cents per share in the same period of 2021. Revenue for the quarter soared 52 percent on a year-over-year basis to $90.8 million. The results easily surpassed analysts’ average estimate of 8 cents per share for earnings and $83.07 million for revenue.

While Shoals Technologies Group, Inc. (NASDAQ:SHLS) is still in its early growth stages, it is doing well by inking deals with new clients, designing new products and growing its footprint in the overseas market. Even though most stocks struggled to gain value this year, Shoals shares have jumped nearly 30 percent on a year-to-date basis.

6. Sensata Technologies Holding plc (NYSE:ST)

Number of Hedge Fund Holders: 31

Jefferies upgraded Sensata Technologies Holding plc (NYSE:ST) from “Hold” to “Buy” on Tuesday, November 22. Analyst David Kelley pointed towards the company’s heavy spending across its megatrend growth areas.

Moving forward, Kelley sees Sensata Technologies Holding plc (NYSE:ST) accelerating its margin expansion. He also lifted his price target for Sensata stock from $43 per share to $54 per share.

Last month, Sensata Technologies Holding plc (NYSE:ST) delivered mixed financial results for the third quarter. The industrial technology company reported adjusted earnings of 85 cents per share, down 2.3 percent on a year-over-year basis. Revenue came in at $1.018 billion, up from $951 million in the corresponding period of 2021. Analysts were looking for earnings of 85 cents per share on revenue of $1.01 billion.

Click to continue reading and see Analysts are Upgrading These 5 Tech Stocks.

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Disclosure: None. Analysts are Upgrading These 9 Tech Stocks is originally published on Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…