ASML, Oracle, Roblox: Top Analyst Calls

ASML, Oracle, Roblox: Top Analyst Calls

By Yahoo Finance Video
Publication Date: 2025-12-03 15:47:00

00:00 Speaker A

Now let’s move on to some of today’s most important analyst calls on Wall Street.

00:03 Speaker A

We look at ASML, Oracle and Roblox.

00:07 Speaker A

Kicking things off with ASML, Bank of America is doubling down on the company as a top semiconductor pick in 2026.

00:13 Speaker A

The company says the stock could rise another 20% from here, raising its price target to $1,331 per share from $1,092 previously.

00:23 Speaker A

B of A calls 2027 a watershed year for the company as analysts expect chipmakers to rely more heavily on ASML’s machines, particularly for memory chips.

00:36 Speaker A

That means ASML will get a larger share of that spending, and as the company will sell more of its more expensive premium tools, its profit margins should improve as well.

00:46 Speaker A

Next up is a big introduction from Wells Fargo to Oracle.

00:51 Speaker A

The bank initiated the cover at…