Wall Street analysts are optimistic about AI data center stocks, with price target increases for Nvidia, AMD, Arm, and Broadcom. Specifically, Mizuho Securities analyst Vijay Rakesh anticipates strong performance from Nvidia, driven by its Blackwell processor. Deutsche Bank highlights Monolithic Power Systems and MKS as top picks, while Rosenblatt Securities favors Lattice Semiconductor and Micron for the latter half of 2025. Meanwhile, Surge AI, a data-labeling company led by former Facebook, Google, and Twitter employee Edwin Chen, has impressively reached over $1 billion in revenue without venture capital funding, focusing on complex AI behavior and talent-matching. In Canada, OpenText, Coveo, BlackBerry, and Kinaxis are identified as key AI stocks to watch, with Kinaxis specializing in supply chain management software and reporting strong first-quarter results. UBS maintains a Neutral rating on Linde plc, noting its investments in AI and low-carbon hydrogen. While Palantir remains a popular AI stock, companies like Pfizer and PayPal are seen as potential outperformers by 2028. SoundHound AI, despite a 151% sales increase in Q1 and new customer acquisitions, faces profitability challenges and is considered a risky investment, with analysts projecting revenue between $157 million and $177 million for 2025.
Key Takeaways
- Mizuho Securities expects strong performance from Nvidia due to its Blackwell processor.
- Surge AI, a data-labeling company, has reached over $1 billion in revenue without venture capital.
- Edwin Chen, Surge AI's CEO, previously worked at Facebook, Google, and Twitter.
- OpenText, Coveo, and BlackBerry are highlighted as Canadian AI stocks to consider.
- UBS maintains a Neutral rating on Linde plc, noting its AI and hydrogen investments.
- Pfizer and PayPal are identified as companies that could potentially outperform Palantir by 2028.
- SoundHound AI's stock is down over 40% this year, despite a 151% sales increase in Q1.
- Kinaxis, specializing in supply chain management software, reported strong first-quarter results.
- SoundHound AI projects revenue between $157 million and $177 million for 2025.
- Deutsche Bank named Monolithic Power Systems and MKS as top picks.
Nvidia and AI Data Center Stocks See Price Target Increases
A Wall Street analyst raised price targets for AI data center stocks like Nvidia, AMD, Arm, and Broadcom. Mizuho Securities analyst Vijay Rakesh expects strong performance from Nvidia due to its Blackwell processor. Nvidia's stock is on multiple IBD lists. Deutsche Bank named Monolithic Power Systems and MKS as top picks, while Rosenblatt Securities favors Lattice Semiconductor and Micron for the second half of 2025.
Nvidia and AI Data Center Stocks See Price Target Increases
A Wall Street analyst raised price targets for AI data center stocks like Nvidia, AMD, Arm, and Broadcom. Mizuho Securities analyst Vijay Rakesh expects strong performance from Nvidia due to its Blackwell processor. Nvidia's stock is on multiple IBD lists. Deutsche Bank named Monolithic Power Systems and MKS as top picks, while Rosenblatt Securities favors Lattice Semiconductor and Micron for the second half of 2025.
Surge AI's Edwin Chen Built a $1 Billion Company Without Venture Capital
Surge AI, a data-labeling company, has reached over $1 billion in revenue without any venture capital funding. CEO Edwin Chen, formerly of Facebook, Google, and Twitter, focused on complex AI behavior. Surge uses an algorithm to match data-labelers to projects based on their skills. The company's talent-matching system helps reduce turnover. Chen believes the AI industry is currently focused on the wrong goals.
Top 3 Canadian AI Stocks to Buy During the Dip
Three Canadian AI stocks are worth considering during the market dip OpenText, Coveo, and BlackBerry. OpenText focuses on AI-driven automation and cybersecurity. Coveo builds AI-powered search and personalization tools. BlackBerry has shifted to cybersecurity and AI-driven threat detection. These stocks offer unique opportunities for investors interested in the AI sector in Canada.
UBS Highlights Linde Stock's AI, Hydrogen, and Growth Sector Investments
UBS maintained its $485 price target and Neutral rating on Linde plc. The company's recent investor event highlighted investments in low-carbon hydrogen. Linde is also focusing on artificial intelligence. These technology investments aim to tap into faster-growing markets.
Will These 3 Stocks Outperform Palantir by 2028?
Palantir Technologies is a popular AI stock, but its high valuation may not be sustainable. Pfizer, with a market cap of $142 billion, is growing stronger, especially in oncology. PayPal Holdings, valued at $73 billion, offers attractive potential in digital payments. These companies have the potential to surpass Palantir's valuation by 2028.
SoundHound AI Stock A Risky Buy Right Now
SoundHound AI's stock has dropped 45% this year despite a 151% sales increase in Q1. The company is adding new customers and has no debt. However, SoundHound isn't profitable and its stock is expensive. The company faces substantial losses and a high valuation, making it a risky investment.
Invest in Kinaxis Before Canada's AI Boom
Kinaxis, a Canadian tech stock, specializes in supply chain management software. It offers real-time planning tools for major companies. Kinaxis reported strong first-quarter results, beating analyst estimates. The company's subscription-based model provides recurring revenue. Kinaxis is well-positioned to benefit from the AI boom in Canada.
SoundHound AI Stock's Future: What Analysts Predict
SoundHound AI's stock is down over 40% this year. The company has strong partnerships in the automotive and tech sectors. SoundHound projects revenue between $157 million and $177 million for 2025. Analysts are moderately bullish on the stock, but profitability remains uncertain. The average price target is $11.50, suggesting limited upside.
Sources
- Nvidia, AI Data Center Stocks Get Price-Target Hikes
- Nvidia, AI Data Center Stocks Get Price-Target Hikes
- Bootstrapped to $1 Billion: Surge AI CEO Edwin Chen on How He Did It
- Buy the Dip: The 3 Best AI Stocks in Canada Right Now
- Linde Stock Holds Price Target as UBS Highlights AI, Hydrogen, and Growth Sectors
- Prediction: 3 Magnificent Stocks That'll Be Worth More Than Palantir by 2028 @themotleyfool #stocks $PLTR $PFE $ISRG $PYPL
- Is SoundHound AI a Buy?
- I’d Invest $7,000 in This Tech Stock Before the AI Boom Hits Canada
- What Lies Ahead for SoundHound AI Stock (SOUN)?