5 big analyst AI moves: Nvidia replaced as Top Pick, Pinterest downgraded
View original at finance.yahoo.com5 big analyst AI moves: Nvidia replaced as Top Pick, Pinterest downgraded Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week…
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Broadcom's AI-related revenue modeled at $10 billion in calendar 2027 but could easily scale to $40-50 billion per year in C28+ as hyperscaler expansion accelerates
80% confidenceThe iPhone Air delay in China was the primary reason for weaker China sales, but we're very enthusiastic about China and expect to return to growth in Q1
80% confidenceEnterprise and sovereign demand is approaching $1 billion, up sharply from a couple hundred million dollars in the most recent quarter
80% confidenceNvidia has line of sight to fulfilling $500 billion of orders in 2025/2026 between Blackwell and Rubin
80% confidenceCompetition remains fierce and the macro treacherous
80% confidencePinterest tap danced around fulfilling long-term revenue growth targets
80% confidenceCisco has secured more than $2 billion in AI orders in fiscal 2025, nearly all from hyperscalers, with two-thirds full systems running Silicon One
80% confidenceApple has done a good job mitigating memory cost headwinds, as it was a tailwind in the Sep-qtr and it's expected to have no impact on the Dec-qtr
80% confidenceThere is a scramble to secure compute to meet demand as hyperscalers rush to lock in AI infrastructure deals
80% confidenceJefferies expects 2027 EPS of $9 and model suggests $10+ in EPS in 2027
80% confidenceGoogle's TPU volumes could surge with 2026 shipments nearing 3 million units
80% confidenceUpside case envisions EPS of $20 in 2027 and potentially $30 in 2028 if OpenAI's capacity expands by 2-3 gigawatts annually
80% confidenceBroadcom is at an inflection point with larger upside to estimates as ASICs hit an inflection point
80% confidenceManagement's tone on the call was downtrodden with more cautious ad spending trends at larger U.S.-based retailers and cautious commentary around potential tariff impact on home furnishings category
80% confidenceCisco's installed base includes tens of billions in aging Cat 4K/6K gear (5-15 years old) with upgrades to AI-enabled Smart Switches to lift Campus growth from 5% in FY26 to about 7% in FY27
80% confidenceJefferies' bottom-up model projects around $464 billion in revenue for 2025-2026, with another $36 billion in upside if Nvidia hits the $500 billion estimate
80% confidenceThere is a more challenging environment within certain advertising verticals and growing concerns around the competitive landscape in the gen AI era
80% confidenceExpect numbers will have to continue marching higher and see step function estimate revisions upward over the next year
80% confidenceiPhone revenue strength is expected to be driven by strong demand for the 17 lineup as well as some average selling price (ASP) tailwinds
80% confidenceApple struggled to keep up with demand for several iPhone 17 and older iPhone 16 models last quarter
80% confidenceCisco is entering a multi-year growth cycle driven by AI infrastructure demand, a large-scale Campus refresh cycle, and momentum in Security
80% confidenceNvidia remains the clear leader in the AI accelerator market
80% confidence