5 big analyst AI moves: Nvidia top 2026 pick, ASML gets big price target hike

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• Confidence based on higher 2027 foundry and memory capex as well as better than feared China demand

  80% confidence

• Forecast EssilorLuxottica shipments of 35 million units in 2030, up from 18 million previously, and 57 million units in 2040 vs 48 million previously

  80% confidence

• 42% of CIOs expect to adopt GitHub Copilot within the next 12 months

  80% confidence

• CIOs expect software budgets to grow 3.8% in 2026, from 3.7% in 2025

  80% confidence

• Microsoft remains in pole position to garner increasing IT Wallet share as GenAI adoption ramps and cloud migrations pick up

  80% confidence

• 53% of application workloads currently sit on Azure

  80% confidence

• Scope for 80 EUV tools in 2027

  80% confidence

• Rubin delivers 5x inference improvement vs. Blackwell

  80% confidence

• Expect order intake over the next 2-3 quarters to confirm this strength

  80% confidence

• 2027 shaping up as ASML's strongest earnings year, driven by sharp increase in demand for advanced lithography tools

  80% confidence

• Dell is increasing the mix of proprietary storage offerings with meaningful upgrade potential from older-generation servers

  80% confidence

• ASML sales forecast of around €46.8 billion in FY27 with EPS of roughly €45.7, implying 57% earnings growth year on year

  80% confidence

• EssilorLuxottica's vertically integrated model and portfolio of brands should continue to provide competitive advantage despite increase in competition

  80% confidence

• Nvidia stock trading at just 23x CY26 EPS, well below its five-year average

  80% confidence

• Smart glasses could progressively displace smartphones over medium to long term as ergonomics, technology and social acceptance improve

  80% confidence

• EssilorLuxottica remains global leader with about 70% market share, expected to decline to 20% by 2040

  80% confidence

• Google's TPU represents NVDA's main competition, while other custom AI platforms have yet to scale at a comparable pace

  80% confidence

• Microsoft's generative AI leadership, improving demand signals and margin expansion potential are well underpriced

  80% confidence

• Applying multiple of 31 times earnings, at the lower end of usual cycle peak valuation range

  80% confidence

• 37% of CIOs plan to use Azure OpenAI Services within the next 12 months

  80% confidence

• NVDA is up 'only' 36% over the past year, lagging the performance of several other companies tied to AI spending

  80% confidence

• Early traction in Meta-led AI glasses has materially improved the long-term outlook for the category

  80% confidence

• Models AI order growth of 155% in fiscal 2026 and 60% in fiscal 2027

  80% confidence

• Expect large catch-up in memory capacity buildout following an exceptional pricing up-cycle

  80% confidence

• AI server gross margins expected to remain in high single-digit range, company managing to mid-single-digit op margins

  80% confidence

• Blackwell is now ramping fully, and Rubin is on time for 2H26 ramp

  80% confidence

• Dell plans to ship around $9.4 billion of AI servers in Q4, lifting full-year AI server shipments to roughly $25 billion

  80% confidence

• The more competition, the more likely this market will gain critical mass and attract R&D efforts to the benefit of all players

  80% confidence

• 80% of CIOs plan to deploy Microsoft 365 Copilot over the next year, the fifth consecutive sequential increase

  80% confidence

• Stock lag attributed to late launch of Blackwell, concerns about sustainability of AI spending, and concerns about share losses to custom AI solutions

  80% confidence

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