Technology
6 companies covered · 8 reports, 6 in the last 30 days
Ratings across the sector
Buy 0Hold 4 67%Sell 2 33%
Top calls
Rating actions
- Microsoft: guidance is now in the numbers, and $529 already pays for it
- NVIDIA: the toll road of the AI build-out
- Datavault AI: a $143m equity value on $12m of operating value and a Bitcoin stack down 47% in six months
- Cerebras Systems: the contract is signed, the build is the risk
- IonQ: the quantum revenue leader, priced as if the fault-tolerant win is already banked
Latest research
See all 8- IonQ 3Q26: more than half of the beat is the foundry, and the guide raise needs a big fourth quarter
- Cerebras 3Q26: the build stayed on schedule, which is what our target already assumes
- Microsoft: guidance is now in the numbers, and $529 already pays for it
- NVIDIA: the toll road of the AI build-out
- Datavault AI: a $143m equity value on $12m of operating value and a Bitcoin stack down 47% in six months
Companies
6Showing 1–6 of 6 companies
| NVDA | NVIDIA CorporationSemiconductors | +10% | |
| CBRS | Cerebras Systems Inc.Semiconductors | +6% | |
| MSFT | Microsoft CorporationSoftware | +0% | |
| ORCL | Oracle CorporationSoftware | -5% | |
| IONQ | IonQ, Inc.Quantum computing | -66% | |
| DVLT | Datavault AI Inc.Software | -83% |