Wamsi Mohan

Dell Technologies Inc's (NYSE:DELL) expanding AI capabilities attract price target updates by these analysts. Goldman Sachs analyst Michael Ng maintained a Buy rating, while raising the price target from $130 to $140. BofA Securities analyst Wamsi Mohan reiterated a Buy rating, while lifting the...

BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects artificial intelligence to drive most of the revenue growth in the server market over the next six years....

Hewlett Packard Enterprise Co (NYSE:HPE) has reached a settlement with the Department of Justice around the acquisition of Juniper Networks Inc (NYSE:JNPR) and is likely to focus on getting "the deal done as quickly as possible," according to BofA Securities. The Hewlett Packard Enterprise Analyst...

BofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc (NASDAQ:AAPL) with a price target of $235 on Tuesday. The rerating reflected strong capital returns, AI leadership and optionality from new products or markets. Mohan said media articles indicated Apple’s plans to either...

BofA Securities analyst Wamsi Mohan initiated coverage on SanDisk (NASDAQ:SNDK) with a Buy rating and a price target of $61 on Wednesday. Mohan noted that SanDisk is a leading developer and manufacturer of data storage devices based on NAND flash technology. The rerating reflected: •...

An Apple Inc (NASDAQ:AAPL) analyst looks at the bear and bull cases for the stock, with items such as new smartphones, tariffs and artificial intelligence weighing on investors’ minds about the future of the tech giant. "We present a comprehensive summary of the bull/bear debates on Apple....

Apple Inc (NASDAQ:AAPL) analysts adjust price targets and earnings estimates after the tech giant announced the impact of tariffs after its second-quarter financial results. The Apple Analysts: Rosenblatt analyst Barton Crockett downgraded Apple stock from Buy to Neutral and lowered the price...

IBM (NYSE:IBM) shares tanked despite the company Wednesday reporting upbeat first-quarter earnings. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On IBM Analyst Wamsi Mohan maintained a Buy rating and price target of $270....

BofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc (NASDAQ:AAPL) with a price target of $250 Wednesday. Recently, client focus has shifted to the feasibility of manufacturing Apple products, such as iPhones, in the U.S. Mohan noted while Apple can find labor to assemble...

After a brutal sell-off that wiped out a fifth of Apple Inc.'s (NASDAQ:AAPL) market value in less than a week, one of Wall Street's most prominent banks believes history is flashing a strong buy signal for the tech titan and historical data suggests they might be right. In a note shared Tuesday,...

BofA Securities analyst Wamsi Mohan on Wednesday maintained a Buy rating on Apple Inc (NASDAQ:AAPL) with a price target of $265. The rerating reflects an expected strong iPhone upgrade cycle in fiscal 2025 and 2026 driven by the need for the latest hardware to enable generative AI features, higher...

Apple Inc (NASDAQ:AAPL) analysts see China, iPhone and Services as the key highlights from the company’s first-quarter financial results. The Apple Analysts: Raymond James analyst Srini Pajjuri reiterated an Outperform rating on Apple with a $250 price target. Bank of America analyst Wasmi...

IT hardware stocks have dropped following the DeepSeek news. Despite the plunge, BofA Securities analyst Wamsi Mohan likes stocks such as Corning Inc (NYSE:GLW), Hewlett Packard Enterprise Co (NYSE:HPE), Western Digital Corp (NASDAQ:WDC), Seagate Technology Holdings PLC (NASDAQ:STX), IBM (NYSE:IBM...

Apple Inc (NASDAQ:AAPL) beat analysts’ fourth-quarter revenue and earnings estimates, but guidance that came in below estimates has analysts questioning the future outlook after Thursday’s report. The Apple Analysts: Bank of America analyst Wamsi Mohan reiterated a Buy rating on Apple...

Shares of IBM (NYSE:IBM) tanked in early trading on Thursday, after the company reported downbeat third-quarter revenues. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Morgan Stanley analyst Erik Woodring maintained an Equal-Weight rating,...