Wall Street Analysts Issue Ratings and Price Targets on Key Stocks

애널리스트 | Wed Jul 29 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 sources

Wall Street analysis on major stocks including Palantir, AMD, and Viking Therapeutics, along with Cramer's warning on parabolic stocks.

Analysis

[Palantir Technologies] maintained outperform ratings with $200 price targets from Oppenheimer and Baird ^[4]

Oppenheimer's Param Singh: Q2 revenue expected to grow 85% YoY
Baird's William Power: potential to generate up to $8B in FCF
Shares fell 6.1% on negative Cleveland Research report
Q2 earnings scheduled for August 3

[Viking Therapeutics] received Wall Street average price target of $92.58 implying 161% upside ^[3]

Current market cap $4.1B
projected $11B value within 12 months
Two phase 3 trials underway for subcutaneous VK2735
Up to 13.1% weight loss over 13 weeks in mid-stage trials
Stock down 46% over the past two years

[Advanced Micro Devices] signed major MI450 series deals with Anthropic and OpenAI ^[2]

2025 revenue approximately $35B
up 34%
Net income approximately $4.2B
net margin 12.5%
Debt ratio 0.0x
current ratio 2.9x
Retains semi-custom deals with Microsoft/Sony game consoles

[Arista Networks] achieved 39% net margin on AI/cloud networking infrastructure ^[2]

2025 revenue approximately $9.0B
up 28.6% YoY
Net income approximately $3.5B
Customer concentration risk from Cloud/AI Titans
Strengths in high-speed switching and proprietary software

[Astera Labs] posted 115% surge in data center connectivity revenue ^[1]

FY2025 revenue $852.5M
up 115.1%
Net income $219.1M
net margin 25.7%
Top 3 customers account for 86% of revenue
Debt ratio 0
current ratio 10.2x

[Jim Cramer] warned against parabolic stocks and advised preference for stair-step gainers ^[5]

Sandisk down over 50% from June 25 high
Arm Holdings down 44% from June 18 high
Corning down over 50% from June 29 peak
Charitable Trust follows principle of partial selling on parabolic moves

Sources