Analyst Reports Signal Value Unlock and AI Tailwinds in Tech Stocks

Alphabet Breakup Could Unlock Hidden Value

D.A. Davidson argues Alphabet's conglomerate structure forces all units—including Cloud, YouTube and Waymo—to trade at a uniform 16× earnings multiple, obscuring their true worth.

• Standalone valuation: Breakup could lift per-share value to $243 today and $300 with broader TPU commercialization.

• Multiple gap: Search at ~16× vs. cloud peers near 25×.

• Big-bang approach: Only a full spin-out, not isolated divestitures, frees hidden upside.

Use the Ratios (TTM) API to track real-time segment P/E multiples and spot discounts across divisions.

NVIDIA & AMD Price Targets Raised on Sovereign AI Deals

Bank of America lifted its price targets to $160 for NVIDIA (NVDA) and $130 for AMD (AMD), citing multi-year “sovereign AI” agreements that could generate $3-5 billion annually per vendor.

• NVIDIA: 18,000 Blackwell GPUs (≈$700 M) in Phase 1; scale to hundreds of thousands over five years.

• AMD: CPU, GPU and ROCm software revenues ramping in 2026 under similar projects.

Monitor evolving analyst viewpoints with the Price Target Summary API, which consolidates target revisions and consensus estimates.

Conclusion

Analyst calls this week underscore how structural changes, AI infrastructure contracts and valuation gaps are driving tech-stock narratives. By leveraging the right FMP APIs—such as Ratios (TTM) and Price Target Summary—you can stay ahead of market shifts and make data-driven decisions as these stories evolve.