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Thales, a leading French technology and defense company, is poised to benefit from a global supercycle in the armaments industry, with UBS raising its share price target from 160 to 330 euros and upgrading its rating to "Buy." The firm anticipates annual growth rates nearly double the management's cautious targets, supported by Thales' strong market position. With a market capitalization of around 49 billion euros and a 77% increase in share value this year, Thales is also part of the DER AKTIONÄR Weltraum Index, which includes other aerospace companies.
In 3Q 2024, telco network infrastructure vendor revenues reached $49.6B, with Huawei, Ericsson, and Nokia leading the market, accounting for 37.5% of total revenues. Despite a slight quarterly increase, the annualized market saw a 5.6% decline, primarily due to reduced capex forecasts. Tejas Networks and Broadcom reported significant year-over-year growth, driven by strategic developments in India and acquisitions.
UBS analysts are optimistic about Nvidia's growth, dismissing market concerns as exaggerated. They highlight improvements in the Blackwell chipset and a strategic revenue recognition approach that benefits supply chain management. UBS has raised its Blackwell revenue forecast to $9 billion for the January quarter, maintaining a price target of $185 for Nvidia.
UBS analysts predict explosive growth for Nvidia, forecasting $9 billion in Blackwell chipset sales for January, nearly double previous estimates. The company's transition from Hopper to Blackwell systems is accelerating, with strong demand from hyperscalers and improving supply chain conditions. UBS maintains a $185 price target, highlighting Nvidia's potential for blockbuster results in 2024 and beyond.
UBS analysts predict explosive growth for Nvidia, forecasting $9 billion in Blackwell chipset sales for January, nearly double previous estimates. The company's transition from Hopper to Blackwell systems is accelerating, with strong demand from hyperscalers and improved supply chain dynamics. UBS maintains a $185 price target, highlighting Nvidia's potential for blockbuster results in 2024 and beyond.
UBS analysts remain optimistic about Nvidia, dismissing recent market concerns as exaggerated. They highlight improvements in Blackwell chipset yields and revenue recognition practices, which help navigate supply chain challenges. UBS projects Blackwell revenue to reach approximately $9 billion for the January quarter, significantly up from earlier estimates.
UBS analysts remain optimistic about Nvidia, dismissing recent market concerns as exaggerated. They note improvements in Blackwell chipset yields and revenue recognition practices that help navigate supply chain challenges. UBS projects Blackwell revenue to reach approximately $9 billion for the January quarter, significantly up from earlier estimates.
Deutsche Bank maintains a Buy rating on CommScope Holding, with a price target of $6.00, anticipating a significant positive catalyst from the company's upcoming fourth-quarter results. The stock has surged 219% over six months, driven by increased demand in its Cable/Connectivity Solutions segment, while analysts expect a return to profitability this year. Despite mixed ratings from other firms due to high leverage concerns, CommScope reported a 3% year-over-year increase in net sales and a 25% rise in adjusted EBITDA for Q3 2024.
Deutsche Bank maintains a Buy rating on CommScope Holding, with a price target of $6.00, anticipating a significant positive catalyst from the company's fourth-quarter results due on February 20, 2024. Despite current challenges, the firm expects a return to profitability this year, driven by demand recovery in the Cable/Connectivity Solutions segment and increased spending from telecom and enterprise customers. Recent analyst activity includes a JPMorgan upgrade to Neutral due to strategic debt refinancing, while Raymond James and Morgan Stanley have downgraded their ratings over concerns about high leverage.
UBS Global Research has identified 25 US stocks with strong potential for 2025, focusing on technology, healthcare, and industrial sectors. Notable picks include 3M Company, Amazon, CyberArk Software, and Texas Instruments, with expectations of growth driven by strategic initiatives and market demand. Other recommendations include Alaska Air, Mastercard, and Oracle, highlighting an attractive risk/reward ratio for investors.
Amphenol Corp
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Thales benefits from defense supercycle as UBS raises share price target
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