Stock Upgrades Today Highlight Top Picks

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•  08 Dec 2025
 

•   AMAT  
   
  -0.29%
•   ASML  
   
  -0.40%
•   AVGO  
   
  +1.64%
•   BLBX  
   
  +26.65%
•   CRM  
   
  +1.47%

$AMAT Applied Materials drew fresh enthusiasm after TD Cowen lifted its target to 315 while keeping a Buy rating. The call highlights AMAT sitting at the crossroads of strengthening DRAM and leading edge foundry demand cycles a combination that tends to precede revenue expansion and order acceleration. With margins steady and wafer fab equipment spending turning up AMAT appears well positioned for another leg higher as memory and logic customers renew capex commitments.

$ASML ASML received another confident vote from BofA which raised its target to 1331 and reiterated Buy. The note emphasized 2027 as a pivotal year driven by rising lithography intensity and margin expansion as EUV and High NA adoption deepens. Investors continue to view ASML as a rare pure play on next generation semiconductor manufacturing cycles where competitive moats and pricing power remain unmatched.

$AVGO Broadcom saw renewed bullishness as UBS lifted its target to 472 while maintaining Buy underscoring the firms strong profitability and sustained demand across networking semiconductor and software segments. With hyperscale AI infrastructure demand rising and VMware integration synergies starting to take shape analysts continue to view AVGO as one of the most durable compounders in large cap tech.

$BLBX Blackboxstocks gained meaningful attention after merger target REalloys announced a landmark partnership with the Saskatchewan Research Council securing 80 percent of annual heavy rare earth production from the upgraded facility. This agreement positions the combined entity at the forefront of North Americas first commercial scale heavy rare earth refining pathway fully compliant with US defense sourcing standards. With commercial output expected in early 2027 the strategic value of this future supply chain footprint cannot be understated.

$CRM Salesforce remained in Buy territory even as Truist trimmed its target to 380 noting valuation pressure but reaffirming confidence in strong Q3 AOV and net new order momentum. CRM continues to show resilience in enterprise cloud demand and improving operating leverage even as software peers navigate mixed macro signals.

$LCID Morgan Stanleys shift brought a notable contrast by upgrading GM while cutting Lucid to Sell signaling ongoing challenges for LCID around capital efficiency and volume scaling. While not an upgrade this relative repositioning reinforces analyst concerns that Lucids long term path may remain uncertain without clearer demand traction.

$MA Mastercard drew reiterated Buy conviction from UBS with a 700 target following managements presentation at the Global Technology and AI Conference. Strong cross border trends resilient consumer spend and accelerating adoption of tokenization and AI driven fraud tools continue to support a constructive multiyear earnings trajectory.

$META Meta retained its Buy rating and 850 target at Citi as analysts highlighted potential margin benefits from restructuring including sizable budget cuts in the Metaverse division. With advertising stabilizing and efficiency initiatives deepening Meta continues to demonstrate disciplined execution while investing selectively in AI infrastructure.

$MMYT MakeMyTrip remained in Buy territory at BofA as analysts maintained confidence despite airline disruptions including IndiGo related issues. The firm continues to view MMYT as a structurally advantaged player in Indias rapidly expanding travel and hospitality recovery cycle.

$ORCL Oracle stayed rated Buy at Citi though its target was lowered to 375 due to valuation compression. The firm emphasized that bookings strength remains intact while cloud infrastructure momentum continues to progress despite macro driven sentiment swings.

$SNPS Synopsys received an upgrade from Citi to Neutral as the firm prepared for Q4 earnings. While not a bullish rating bump it still reflects improving confidence as SNPS moves through a transition year marked by strong design automation demand and the growing role of AI optimized chip development tools.

$TSLA Tesla did not join the upgrade list as a top analyst downgraded the stock citing high valuation and expectations for a choppy trading stretch into 2026. Despite ongoing leadership in EVs energy storage and AI driven autonomy the report argues that multiples remain difficult to justify in the near term even with FSD advancements on the horizon.

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