According to Bank of America, there is a large number of technology stocks ahead of earnings, which is worth mentioning. The company said investors should take advantage of any pullbacks from companies such as Nvidia. Other stocks with buy ratings include Workday, Dell and Marvell Technology. NVIDIA bought the most recent stake in the chip giant’s stock, the company said. Nvidia has fallen by more than 4% over the past month. “When NVDA reports FQ4 results, the next important test of the AI Bull will be held on February 26,” said analyst Vivek Arya. The analyst said despite the stock’s shares, he still sees a series of positives. catalyst. According to Arya, this includes “NVDA’s leading new product pipeline and TAM expansion to robotics and quantum technology at the upcoming GTC (Global Processing Unit Technology) conference.” The analyst said the quarterly report should have enough revenue per share “even less hiss.” Marvell Technology Arya also said that the positive catalyst is being built for Marvell. The company expects the company’s fourth-quarter earnings results when the semiconductor company reports in early March. Arya wrote: “We noticed that with the growing Cloud Capex Outlook, the visibility of AI has generally improved AI visibility and the customization of MRVL in the fast-growing TAM (total addressable market). Silicon Pipeline/Execution remains stable. “The company also held a highly anticipated investor day in early June, which should be key to the stock. Arya believes the company can boost its near-term AI revenue at the event. Meanwhile, stocks fell 6% in 2025. “The earnings for buying AI stocks,” the analyst said. Dell analyst Wamsi Mohan insists on using Dell’s shares. “Dell will report F4Q on February 27, and we think the discussion will focus on AI server backlog/Blackwell latency,” he said, a graphics processing unit for Dell’s NVIDIA used. Mohan acknowledged that Dell’s AI server division could be “challenged”, but the company ultimately saw the problem as “temporary.” “As Dell starts meeting the demand for AI servers, customers shift more enterprise/sovereignty, and transfer/profit margins should be higher over time,” he wrote. Analysts’ price targets range from $155 Reduced to $150 per share, but he said Dell still has benefits for a long time. Stocks have risen nearly 45% over the past 12 months. Workday’s Topline growth rate is likely to bottom out at 14%, and any improvement will be a catalyst for stocks. We believe there are some leading indicators of a better environment for enterprise application spending that may be as we grow And increase growth for fiscal 26. Marvell Technology “profits from buying AI shares.” …As Cloud Capex Outlook continues to increase visibility of AI overall by 26/27E, MRVL’s custom silicon pipeline/execution remains stable in the fast-growing TAM. …We also mark the flag. On the upcoming June 10th Investor Day, MRVL can increase its NT (recent) AI target to $8 billion as a catalyst. “Dell Dell will report F4Q on February 27, and we believe the discussion will focus on AI server backlog/Blackwell latency. … While the near-term setup may be challenged on AI Server Revs/Margins, we Thinking this is short-lived as Dell starts to meet the needs of AI servers, customers will change higher corporate/sovereignty over time. “NVIDIA” EPS may also have enough material, even less hiss Hiss may also have enough substance. The next important test of the AI Bull will be conducted on February 26 when the NVDA reports FQ4 results. … The stock may be the post-result of volatility, but we hope that positive momentum will recover, As investors look forward to positive momentum at the upcoming GTC conference, NVDA’s leading new product pipeline and TAM expand to robotics and quantum technologies.”
Bank of America says buy NVIDIA before earnings | Real Time Headlines
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