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January 13, 2025

Top Analyst Insights on Tesla, AMD, and Salesforce

**Tesla (TSLA) Outlook**: Bank of America has downgraded Tesla from Buy to Neutral but boosted the price target to $490, up from $400. This change reflects high execution risks across its diverse segments including autos and energy. Expectations remain bullish with the introduction of low-cost models and significant upcoming catalysts like the rollout of robotaxi services in 2025.

**AMD Challenges in AI Segment**: HSBC has reduced AMD’s rating from Buy to Reduce with a new price target of $110, down from $200. This change is rooted in competitive pressures, particularly in the AI GPU sectors where demand has faltered against Nvidia. Market observers are urged to consider AMD’s upcoming product launches while assessing longer-term potential.

**Salesforce’s Strong Position**: Needhamโ€™s reports indicate Salesforce has been added to its Conviction List with an increased price target of $400, up from $375. Anticipated growth is driven by their Agentforce strategy, rapidly gaining traction and expected to significantly boost enterprise deal sizes through 2025.

Investors should monitor these developments closely as they align with broad market movements and sector-specific dynamics that could affect long-term performance.

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