Will AI application stocks become the biggest winners? DeepSeek helps the popularization and MMF of AI applications, and these Concept stocks are expected to usher in a new round of explosion.
Citi believes that DeepSeek has exhibited good performance, and the training and inference costs are relatively low, which will help promote the popularization of AI applications and accelerate the monetization process of AI, ultimately benefiting the development of edge AI devices.
Omdia: The AI Software market is expected to reach 97 billion dollars in 2024, a year-on-year increase of 32%.
This year's optimistic forecast for budget growth on AI by enterprises (73% and above) has been reduced due to the unexpected complexity of the AI adoption process, and some of the budget may be shifted to 2025.
RBC Capital Sticks to Its Hold Rating for Fastly (FSLY)
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Morgan Stanley Fund: It is expected that market liquidity will be relatively friendly to the broad Technology Sector this year, Bullish on AI, Defense Military Industry, and others.
Morgan Stanley Fund stated that the market liquidity in 2025 is expected to be relatively friendly to the broad Technology Sector. Bullish on AI, defense Military Industry, wind power, and Consumer Electronics industries.
The Analyst Verdict: Fastly In The Eyes Of 10 Experts
Fastly, Inc. (FSLY): Transforming Digital Experiences Through AI
Fastly Price Target Raised to $10.00/Share From $9.00 by Citigroup
Fastly Is Maintained at Neutral by Citigroup
How to choose AI Software stocks in 2025? Morgan Stanley: These companies are expected to stand out.
Morgan Stanley released a Research Report stating that after testing investors' patience in 2024, solutions based on generative AI are expected to make progress in 2025.
Citi Maintains Fastly(FSLY.US) With Hold Rating, Maintains Target Price $10
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The Zacks Analyst Blog Highlights UiPath, Five9, Innodata, Fastly and Jabil
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What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
Fastly Is Maintained at Sector Perform by RBC Capital
Fastly Analyst Ratings
RBC Capital Maintains Fastly(FSLY.US) With Hold Rating, Raises Target Price to $10