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27 Feb 2026$AMZN drew renewed conviction as BofA reiterated its Buy rating with a $285 target, implying 36.6% upside from $208.99. The call leans heavily on AWS expansion and AI monetization. Volume at 29.3M ran below its 56.8M average, suggesting the upgrade reinforced an existing thesis rather than triggered fresh momentum. With cloud optimization cycles stabilizing and AI workloads scaling, Amazon remains structurally advantaged, but near-term price action may hinge on broader tech sentiment.
$BIDU also saw a Buy reiterated, with the same $285 target implying 36.6% upside from $124.25. Shares slipped 0.7% on just 1.14M volume versus a 2.76M average, reflecting muted reaction. The upgrade underscores confidence in Baidu AI cloud and autonomous driving initiatives, yet China macro uncertainty and regulatory overhangs continue to cap multiple expansion. The valuation case is compelling, but conviction depends on clearer monetization of generative AI assets.
$EXLS maintained a Buy rating with a $43.38 target, suggesting nearly 40% upside from $31.07. The stock rose modestly on sub-average volume. The thesis centers on durable demand for analytics-led outsourcing and margin resilience. In a cost-conscious corporate environment, EXLS data-driven transformation services align with enterprise efficiency mandates. While not a momentum name, it offers steady earnings visibility and defensible niche positioning.
$GPN had its price target lifted to $88 and effectively carries bullish framing with a $103.86 target cited, pointing to 35.6% upside from $76.65. Shares fell 1.55% despite the vote of confidence, on 2.81M volume versus 4.07M average. The analyst argues Q4 cleared key overhangs, likely tied to integration and growth concerns. Payments remains a scale game; if transaction volumes hold and synergies materialize, multiple recovery is plausible, though competitive pressure in merchant acquiring persists.
$KEY was upgraded to Neutral from Underperform after a regional bank selloff, with a $19 target versus a $20.63 current price, implying slight downside. Shares dropped 5.7% on elevated 17.5M volume. This is more valuation reset than bullish inflection. Credit quality and deposit costs remain central. If funding stabilizes and net interest margins trough, downside risk compresses, but without clear loan growth acceleration, upside appears capped in the near term.
$ORCL earned a decisive upgrade to Outperform with a $185 target and referenced upside north of 100% based on longer-term projections. Shares fell 5.3% to $142.40 on 20.3M volume, below the 28.7M average. The call hinges on cloud infrastructure growth and AI-driven EPS expansion, even if financial proof points lag. Oracle backlog and enterprise stickiness offer leverage to AI infrastructure demand, but investors may need patience as capex cycles translate into reported revenue.
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