Snowflake (SNOW) and Palantir (PLTR) have received upgrades from Seeking Alpha analysts, reflecting robust data and AI demand alongside improved valuation alignment with fundamentals.
On the flip side, Micron (MU) and Marvell (MRVL) have Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities
Subscribe to Newsletters To ensure this doesnât happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Entering text into the input field will update the search result below Entering text into the input field will update the search result below Quick Insights Snowflake was upgraded due to its strong positioning in data platforms, accelerating AI adoption, robust analytics demand, and raised product revenue growth guidance. Palantir’s upgrade stemmed from its valuation aligning with strong fundamentals, high net dollar retention, robust growth prospects, and resilience in margins and revenue. Micron faced concerns about peak pricing and cyclicality in memory markets, while Marvell was downgraded due to margin softness and overextended valuation after significant rallies