2 AI Stocks Wall Street Says Could Soar 70% or More From Here, and 1 It Says to Sell Immediately
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Two AI stocks, Nebius Group and Linde, are predicted to soar 70% or more due to their involvement in AI infrastructure and helium supply for semiconductor manufacturing. Conversely, C3.ai is recommended for sale due to its poor performance and Wall Street's Moderate Sell consensus.
Nebius Group, a Dutch company, is poised for significant growth due to its vertically integrated AI cloud infrastructure. Nvidia invested $2 billion in Nebius, and it has contracts worth nearly $50 billion with Meta Platforms and Microsoft. Analysts have a consensus buy rating with price targets implying meaningful upside. Linde, a UK-based industrial gas company, benefits from its helium storage, crucial for semiconductor manufacturing, and has been upgraded to Overweight by JPMorgan. In contrast, C3.ai's shares have plummeted over 55% year-to-date, prompting a Moderate Sell consensus from Wall Street.
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