This week, a series of analyst adjustments reshaped perceptions on major tech and industrial brands, from Apple’s AI delays to Siemens’ commitment to automation. Here’s a comprehensive overview of key rating changes and price targets for notable companies:

Apple (NASDAQ:AAPL)

BofA lowered its price target to $240 from $250 but maintained a Buy rating.

• Catalyst: Delays in the launch of Siri AI and increased supply-chain costs due to tariff uncertainties.

• Estimates: FY26 EPS reduced to $7.82 from $8.20; revenue adjusted down to $440 billion from $450 billion.

• Valuation: Multiple decreased to 29x FY26 EPS (down from 30x) to account for heightened tariff volatility.

Amazon (NASDAQ:AMZN)

Raymond James downgraded Amazon from Strong Buy to Outperform, reducing its price target to $195, the lowest among peers.

• Headwinds: Unforeseen EBIT pressures expected for 2025-26, margin compression related to China-linked sales and logistics.

• AI Outlook: Promising machine learning revenue growth, yet facing supply constraints and capital expenditure demands.

• Preference Shift: Analysts now favor Meta, Uber, and MercadoLibre for clearer AI monetization paths.

Salesforce (NYSE:CRM)

D.A. Davidson downgraded Salesforce to Underperform from Neutral, adjusting price target to $200.

• Concern: Overemphasis on AI products (Agentforce) at the expense of legacy Software as a Service segments.

• Growth Risk: FY26 revenue growth forecast at 5.5%, compared to consensus of 7.5%.

• Valuation: Now trades at 18x FY26 EPS, below market peers, reflecting a slowdown outside AI-centric growth.

Siemens (ETR:SIEGn)

Citi upgraded Siemens to Buy (reinstated), with a target set at €245.

• Thesis: The company leads in industrial automation and AI through its €7 billion Digital Industries software portfolio.

• Structural Recommendation: Advocates for the potential spin-off of Healthineers to boost return on capital employed (ROCE) to approximately 25% and reduce net debt/EBITDA.

• Long-Term Outlook: The company benefits from strong tailwinds in electrification and smart manufacturing.

Super Micro Computer (NASDAQ:SMCI)

Citi initiated coverage with a Neutral rating, setting the price target at $39.

• Pros: Holds an 8% share of the AI server market; roughly 70% of sales are linked to AI.

• Cons: High customer concentration (58% from top three clients), margin pressures due to intensifying competition (particularly from Dell), and tariff uncertainties.

• Valuation: Trading at 9-10x next twelve months EPS, below its five-year median of 11-12x.

Tracking Rating Changes & Price Targets

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