By Joel South
Publication Date: 2026-03-10 14:10:00
Wall Street is upgrading its outlook on three tech names linked to AI infrastructure development, and new actions from analysts this week reflect growing conviction in the durability of demand. Bank of America raised its price target on Hewlett Packard Company (New York Stock Exchange: HPE) to $32, Morgan Stanley raised its target on the same stock while improving CrowdStrike Holdings (NASDAQ:CRWD) to its Top Pick, and UBS raised its target by Jabil (New York Stock Exchange: JBL). Across all three names, the common thread is the acceleration of demand from AI-driven infrastructure spending.
| Heart | Company Name | Firm | Old → New rating | New price target | Implicit advantage | Single Line Takeaway |
|---|---|---|---|---|---|---|
| HPE | Hewlett Packard Enterprise Co. | bank of america | Buy → Buy (high goal) | $32 | ~47% from $21.81 | Juniper integration accelerates; raised orientation |
| HPE | Hewlett Packard Enterprise Co. | Morgan Stanley | Equal weight (high target) | $25 | ~15% from $21.81 | Upbeat comments on demand despite cost pressures |
| JBL | Jabil Inc. | USB | Neutral… |
