Seeking Alpha汇总上调Marvell和德州仪器、下调戴尔和Palantir评级

Recent analyst actions from Seeking Alpha feature rating upgrades for Marvell Technology ( MRVL ) and Texas Instruments ( TXN ) alongside downgrades for Dell Technologies ( DELL ) and Palantir Technologies ( PLTR ). The J Thesis upgraded Marvell to Strong Buy following a 28% pullback that compressed valuation multiples, while Khaveen Investments raised Texas Instruments to Buy on data center growth driven by Nvidia partnerships. On the downgrade side, Kenio Fontes moved Dell to Hold despite blowout Infrastructure Solutions Group revenue, citing valuation risks at 24x forward earnings. Cestrian Capital Research shifted Palantir to Distribute as the stock exceeded its $177 price target, even as fundamentals remain exceptional with a robust $9.4 billion net cash balance sheet. U pgrades Marvell Technology ( MRVL ): Upgrade Hold to Strong Buy by The J Thesis . The analyst believes a 28% stock price pullback has compressed valuation multiples to attractive levels while AI-driven data center demand remains robust, with the company delivering four consecutive double-beat quarters. "I am still on board with the idea that Marvell Technology isn't only an exceptional business that continues to ride the AI-powered wave successfully. I also believe that it has a strong market position, significant pricing power, and remains tied to multi-year catalysts that support the long-term bull case." Texas Instruments ( TXN ): Upgrade to Buy by Anthony Goh . Upgraded five-year revenue growth forecasts of 13.5% reflect accelerating expansion in data center analog solutions supported by partnerships with Nvidia, with the Data Center segment projected to rise from 8.6% of revenue in 2025 to 25.2% by 2028. "TI’s growth has surpassed our previous forecasts, mainly due to the strong recovery in the Industrial segment. As we expect Data Center capex to continue growing strongly through the next few years, we see TI as positioned to continue benefiting from the end-market growth, supported by its partnership with Nvidia and its broad Analog product portfolio covering power and signal-processing chips for Data Centers." D owngrades Dell Technologies ( DELL ): Downgrade to Hold by Kenio Fontes . Despite massive Q2 revenue beats with the Infrastructure Solutions Group surging 89% year-over-year, the analyst cites limited margin of safety at 24x forward earnings and potential cyclicality risks as infrastructure solutions now represent roughly 67.5% of total revenue. " Dell’s thesis is certainly not bad. There is a very solid narrative of how the company is delivering growth through the AI tailwind. Not only that, but I also believe that this level of revenue should remain strong for the next few years...But still, that is not enough to justify “bullishness” at this price level. " Palantir Technologies ( PLTR ): Downgrade to Distribute by Cestrian Capital Research . While fundamentals remain exceptional with rapid revenue growth, strong cash flow margins, and a $9.4 billion net cash balance sheet, the stock has surpassed the analyst's $177 price target alongside expectations of slowing Q3 revenue and RPO growth. "The stock is currently at $179, having run up to a recent high of $188...Our reasons to move to “Distribute” are for reasons of price alone—this is a gain of >30% from the top of our Accumulation range and >70% from the bottom of our range—so we move to the “Distribute” rating. "