Is the Nvidia share in front of a competitor wave? Morgan Stanley relies on two promising AI shares that could have the potential to challenge the leading AI giant.
• Morgan Stanley advises to take a closer look at two AI shares
• Competition for Nvidia share?
• Analysts see growth potential
In the intoxication of the hype about artificial intelligence, the chipriesen nvidia share went through the ceiling at the Nasdaq last year, and ultimately a surcharge of around 171 percent at the spa table at the end of the year. According to some Wall Street analysts, numerous other companies in the industry have come into the background, but according to some Wall Street analysts.
Course leap at ARM share ahead?
Lee Simpson from US investment bank Morgan Stanley relies on the semiconductor company Arm Holdings. Arm Holdings is a leading company in the area of semiconductor and chip design. It develops architecture and designs for microprocessors used in a variety of devices, from smartphones and tablets to computers, cars and IoT (Internet of Things) devices. Instead of producing chips yourself, ARG licenses its designs to other companies, which then use them to manufacture their own processors. The ARM architecture is particularly well known for its energy efficiency – according to The Motley Fool, the processors are more energy -efficient than X86 chips from Intel and AMD – and is often used in mobile devices. As a result, ARM processors are installed in 99 percent of smartphones and 67 percent of other mobile devices, The Motley Fool is stated. An essential part of ARMS success are therefore also his partnerships with large corporations such as Apple, Qualcomm, Samsung and other technology companies that use the arm designs for their own chips.
When the number template for the third quarter of the 2025 financial year, ARM was able to hit expectations. While analysts had expected an EPS of $ 0.339 in advance, the profit per share was actually $ 0.39. With $ 983 million, sales also exceeded the analysts estimates of $ 945 million. “We are firmly convinced that the progress in the AI, both during training and at the inference, will increase the demand for computing power in the Ki cloud. We expect arm solutions to meet the requirements from the cloud to the brim,” said ARM-CEO Rene Haas as part of the telephone conference on the role of the chip designer in the AI market.
Against this background, Morgan Stanley-Analyst Simpson has set a Bullish price target of $ 300, which would be equivalent to upward potential of around 145 percent compared to the current level of the share at NASDAQ of $ 122.49 (as of March 4, 2025). Of the 22 analysts that evaluate the share on Tipranks, 17 rates to buy. Four stop recommendations are only offset by a sales recommendation. Here, however, the average price target is significantly lower at $ 179, but still promises around 46 percent upward potential from the current level (level of data: March 4, 2025).
Immense growth potential in Axon share
In addition to arm, Morgan Stanley relies on the Axon Enterprise Ki share. Axon Enterprise is a leading company in the field of security and criminal prosecution technology. It is known for the development of innovative products and solutions used by police and security authorities, such as its energy weapons, which are known as Taser known as Taser. In addition, Axon also dominates the market for body cameras and software for digital evidence. Axon uses artificial intelligence in its products. For example, his software uses Digital Protection Protection to transcribe and anonymize audio and video files. In addition, the Axon Fleet cameras use AI to identify license plates and immediately raise the alarm if a hit on a police search list. In April 2024, Axon launched “Draft One”, a generative AI application that automatically created reports for the police based on body camera shots. This solution achieved sales of $ 100 million faster than any other product in the company’s history. According to The Motley Fool, CEO Rick Smith said: “We position ourselves as the undisputed market leader in the practical use of AI”.
After the Axon share increased around 130 percent in value in the past 2024 at NASDAQ, a discount of more than 11 percent has so far been on the spa table for this year. Keith Housum from Northcoast Research recently rated the paper down to “hold”. The background was, according to the Motley Fool, concerns about the evaluation and the termination of a partnership with Flock Safety, a provider of real-time crush monitoring. However, Meta Marshall from Morgan Stanley sees this as a overreaction: “Since Axon has ended the collaboration, we assume that you have an alternative solution to real-time video surveillance”. According to the Morgan Stanley expert, the course recipient has now offered an attractive purchase opportunity, which is why Marshall set the price target to $ 1,150-about $ 118 percent above the recent final course of $ 528.28 (as of March 4, 2025). In the case of Tipranks, the average price target is $ 679.73, which corresponds to an upward potential of around 29 percent. 15 out of 17 evaluating Wall Street analysts advise you to buy the Axon share, while two stop recommendations pronounce. There are currently no sales recommendations (state of the data: March 4, 2025).
Editor finance.net
This text serves exclusively for information purposes and does not represent an investment recommendation. Finance.net GmbH excludes any regress entitlements.
Selected leverage products on Apple
With knock-outs, speculative investors can participate disproportionately in price movements. Simply choose the desired lever and we will show you suitable open-end products on Apple
The lever must be between 2 and 20
Advertising