Notable analyst calls this week: UnitedHealth, Akamai and Snowflake among top picks
View original at seekingalpha.comNotable analyst calls this week: UnitedHealth, Akamai and Snowflake among top picks The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]) closed in the green this week as investors assessed the latest developmen…
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Potential upside to earnings estimates over next few years from announced and potential AI initiatives to lower G&A/revenue and margin improvement in Optum Health
60% confidenceUnitedHealth's EPS estimates for 2027 and 2028 will exceed consensus by 7.5% and 8% respectively
60% confidenceSeasonal factors could limit Q1 upside in constant-currency, particularly for CIS segment
60% confidenceAsana's positioning as coordination rail for agents and workflows differentiates it, with Work Graph architecture as foundational infrastructure for agentic enterprise
60% confidenceAkamai's risk-reward has become more balanced after significant outperformance
60% confidenceAsana has not observed deal cycle elongation or smaller deal sizes due to AI alternatives from Anthropic and OpenAI
60% confidenceU.S. markets bottomed on Monday
60% confidenceSnowflake as premier trusted cloud data warehouse/lakehouse is long-term winner in enabling enterprise AI revolution
60% confidenceThe inflation process has shifted even as headline CPI declined
60% confidenceDon't expect significant near-term agentic uplift for Akamai despite long-term tailwinds
60% confidence
Data points we hold from this source
| NASDAQ · weekly return | 5 percent |