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BofA: Oklo’s $OKLO differentiated, vertically integrated “build-own-operate” model positions it as “a potential early leader” in small modular reactors, or SMRs, the analyst tells investors. Oklo has secured a about 1.2 GWe binding power agreement with Meta and amassed a pipeline exceeding 14 GWe under non-binding customer letters, notes the analyst, who adds that this early commercial validation “underscores our conviction.”

🚨BofA reinstated coverage of Oklo $OKLO with a Buy rating and $80 price target.

⚡️Nvidia $NVDA sees another wave of analyst price target hikes following Q1 results. Stifel raised its PT to $282, JPMorgan to $280, KeyBanc to $310, Benchmark to $335, and Evercore ISI to $413 – while maintaining bullish ratings across the board. Analysts highlighted continued AI infrastructure demand, strong data center momentum, and confidence in the Vera Rubin platform roadmap.

🔥 Nvidia $NVDA gets a new street-high $500 price target from Baird post Q1 earnings Baird raised the firm's price target on Nvidia to $500 from $300 and keeps an Outperform rating on the shares. The firm updated its model following Q1 results which showed share gains in Inferencing and growth well ahead of Hyperscale AI capex.

$NVDA reports after the bell. Street expects Q1 EPS $1.75, revenue $78.9B. 38 of 39 top-rated analysts on TipRanks rate it a Buy. Consensus PT $282 vs $248 close. The AI infrastructure bellwether.

UnitedHealth $UNH price target raised to $440 from $410 at Mizuho Mizuho raised the firm's price target on UnitedHealth to $440 from $410 and keeps an Outperform rating on the shares. The firm views the Q1 reports in the manage care group as solid. It cites a reduced likelihood of negative medical loss ratio shifts through the end of 2026 for the target bump.

Alphabet $GOOGL price target raised to $435 from $427 at Wells Fargo Wells Fargo raised the firm's price target on Alphabet to $435 from $427 and keeps an Overweight rating on the shares. The firm sees market confidence improving in companies monetizing compute investments directly through cloud business driven by combo of accelerating cloud revenues, stable-to-improving margins and rapidly rising backlogs.

$ASML price target raised to EUR 1,900 from EUR 1,600 at UBS UBS raised the firm's price target on ASML to EUR 1,900 from EUR 1,600 and keeps a Buy rating on the shares. ASML has a "unique position" in the European semiconductor group, the analyst tells investors in a research note. The firm says sustained growth in lithography capacity along with ASML's memory and high North America exposure provide an attractive risk/reward at current share levels.

Meta $META is reportedly planning one of the world’s largest AI data center projects in Louisiana, according to Bloomberg. The buildout could cost more than $200 billion and require massive power infrastructure, including 10 new gas-fired turbines, highlighting the growing scale – and energy demands – of the AI race.

Micron $MU price target raised to $800 from $740 at Mizuho Mizuho raised the firm's price target on Micron to $800 from $740 and keeps an Outperform rating on the shares. The firm upped price targets in the semiconductor space after analyzing the impact of AI data centers on the analog and memory markets. Channel checks show analog continues to see tailwinds from AI server ramps while memory continues to see tailwinds across NAND and DRAM from AI server demand, the analyst tells investors in a research note. Mizuho expects supply to remain tight into the first half of 2027 and highlights that a potential Samsung strike is looming.

SanDisk $SNDK price target raised to $2,025 from $1,300 at Citi Citi raised the firm's price target on SanDisk to $2,025 from $1,300 and keeps a Buy rating on the shares. The "strong" earnings report from Kioxia indicates "persistently strong" storage demand and a "highly favorable" pricing environment, the analyst tells investors in a research note. Citi remains constructive on SanDisk and believes the company's buybacks can help drive upside to earnings estimates.

$AMD price target raised to $579 from $358 at Evercore ISI Evercore ISI raised the firm's price target on AMD to $579 from $358 and keeps an Outperform rating on the shares. After a round of Q1 AI channel checks, the firm said the main themes it heard included that AI workloads are shifting from a training-led regime toward an inference-led regime by end of 2026 and that a shift is increasing focus on cost-per-token, ROI and TCO, which is accelerating hyperscaler interest in homegrown ASICs and alternative accelerators.

Nvidia $NVDA price target raised to $325 from $295 at HSBC HSBC analyst Frank Lee raised the firm's price target on Nvidia to $325 from $295 and keeps a Buy rating on the shares. The firm expects the company to report a "beat and raise" fiscal Q2 on May 200. Nvidia shares have underperformed peers over the last six months despite having two conference events and two sets of financial results that beat estimates and raised expectations, the analyst tells investors in a research note. The firm believes the company needs to show evidence of diversifying its non-cloud service provider customer base to fuel its AI graphics processing unit momentum.

CrowdStrike $CRWD sees mixed analyst activity ahead of earnings. TD Cowen raised its PT to $625 and Barclays lifted its target to $650, citing strong ARR expectations and continued cybersecurity spending momentum. Meanwhile, DZ Bank downgraded the stock to Sell over valuation concerns.

⚡️ Melius Research raised the firm's price target on SanDisk $SNDK to $2,350 from $1,500 and keeps a Buy rating on the shares.

Citi has adjusted its price targets for Intel $INTC and $AMD following the introduction of a new CPU total addressable market (TAM) model. The firm forecasts the CPU TAM to grow 35% annually to $132B by 2030, driven by an estimated 185% annual growth in agentic CPU applications. Intel: • Price Target: Raised to $130 from $95 • Rating: Buy (Maintained) AMD: • Price Target: Raised to $460 from $358 • Rating: Neutral (Maintained)

⚡️KeyBanc raised the firm's price target on Nvidia $NVDA to $300 from $275 and keeps an Overweight rating on the shares. The firm expects Nvidia to deliver strong results and guidance, driven by several upside catalysts: Blackwell GPU shipments rising by 150K-200K quarter-over-quarter, adding an estimated 5B-$7B in revenue; initial Rubin revenue of 3B-$4B included in the outlook; and improving HBM4 supply supporting Rubin GPU shipments of 1.7M-1.8M units this year. While China H200 approvals could represent 13B-$14B in potential revenue, KeyBanc expects management to exclude this from guidance but still outline the possible impact.