Micron and Guidewire gain upgrades on AI growth and inventory improvements, while Goldman Sachs and Datadog face downgrades over valuation concerns.
Analysts upgraded Micron Technology (MU) and Guidewire Software (GWRE) citing improved inventory dynamics and AI-driven growth prospects. Micron’s valuation risks eased after a price correction, while Guidewire showed strong revenue and margin expansion.
Goldman Sachs (GS) and Datadog (DDOG) were downgraded due to valuation concerns. GS shares are seen as pricing in higher-than-expected return on equity, while DDOG’s premium valuation demands flawless growth continuation.
The moves reflect shifting sentiment around cyclical risks and AI-driven earnings potential in tech and financial sectors.