The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: B. Riley upgraded Snap (SNAP) to Buy from Neutral with an unchanged price target of $10 following the Q4 report. The firm sees early signs of progress on a number of Snap's key initiatives, including "sustained strong growth" in revenue from premium subscribers and traction of higher margin advertising formats. ...

DigitalOcean Holdings Inc. (NYSE:DOCN) is one of the best performing new tech stocks to buy now. On January 27, Bank of America analyst Wamsi Mohan raised the firm’s price target on DigitalOcean to $72 from $60 with a Buy rating. Mohan noted that the company’s shares are trading higher as agentic AI assistants, specifically Clawdbot, gain traction across developer communities. The firm is raising its multiple to reflect the early innings of agentic AI adoption and broadening use cases. DigitalOcean is posi ...

Inference wins, narratives rotateSemis Rip While Software SinksMarkets are once again rallying on semiconductors, while software is being treated as yesterday's trade. Capital continues to crowd into compute, memory, and infrastructure names as visibility around AI capex remains strong. Software, by contrast, is acting like a funding source as investors rotate toward assets with clearer near-term demand signals.The takeaway is not that software is broken, but that timing matters. In this phase of the cycle, ...

Group 1 - Financial giants are showing a bearish sentiment towards DigitalOcean Holdings, with 66% of traders exhibiting bearish tendencies and only 33% bullish [1] - A total of 15 unusual trades were identified, comprising 11 puts valued at $467,240 and 4 calls valued at $145,068 [1] - Significant investors are targeting a price range of $45.0 to $65.0 for DigitalOcean Holdings over the past three months [2] Group 2 - Recent analysis of volume and open interest indicates key insights into liquidity and interest levels for DigitalOcean Holdings's options within the $45.0 to $65.0 strike price range [3] - The current market status shows DigitalOcean Holdings at a price of $57.99, down 3.75% with a trading volume of 3,540,616 [6] - Analysts have issued ratings for DigitalOcean Holdings, with a consensus target price of $61.67, including a Neutral rating from Piper Sandler at $50, an Overweight rating from Barclays at $63, and a Buy rating from B of A Securities at $72 [4][6]

Core Viewpoint - Nebius, formerly known as Yandex, has transformed into a cloud-based AI infrastructure provider and has seen significant stock price appreciation and revenue growth since its rebranding [1][2]. Company Overview - Nebius resumed trading under its new ticker at $14.29 per share on October 21, 2024, and has since increased to approximately $97 [2]. - The company has a market capitalization of $23 billion, which is considered reasonably valued at less than seven times this year's sales [2]. Financial Performance - Nebius's revenue surged 462% in 2024 and increased another 437% year over year in the first nine months of 2025 [2]. - Analysts project a revenue rise of 373% for the full year and a compound annual growth rate (CAGR) of 274% over the next two years as it expands its data center operations [2]. Strategic Partnerships - Nebius has secured significant deals with major companies like Microsoft and Meta Platforms, positioning itself well in the growing AI market [3]. Operational Challenges - Currently, Nebius operates only one first-party data center in Finland and relies on colocation agreements in various countries, which may limit its growth potential [4]. - To expand its data center footprint, Nebius will need to increase its spending significantly, leading to expected steep losses in 2026 and 2027 [4]. - The company's heavy reliance on large clients like Microsoft and Meta could hinder its ability to negotiate favorable pricing amid intense competition from other AI infrastructure providers [4]. Alternative Investment Consideration - DigitalOcean is presented as a potentially better investment option for those seeking exposure to the AI market with less risk, as it offers a more sustainable business model and is reasonably valued [5][6].

Company Overview - DigitalOcean Holdings, Inc. (DOCN) shares increased by 9.9% to close at $58.94, supported by strong trading volume, significantly higher than normal [1] - The stock has gained 8.3% over the past four weeks, indicating positive momentum [1] - DigitalOcean is recognized for its robust AI infrastructure solutions, catering to AI-driven companies processing live data globally [1] Earnings Expectations - The company is projected to report quarterly earnings of $0.38 per share, reflecting a year-over-year decline of 22.5% [2] - Expected revenues for the upcoming quarter are $237.66 million, which represents a 16% increase compared to the same quarter last year [2] - Trends in earnings estimate revisions are closely linked to short-term stock price movements, highlighting the importance of monitoring these changes [2] Stock Performance and Industry Context - The consensus EPS estimate for DigitalOcean has remained stable over the last 30 days, suggesting a lack of upward momentum in earnings revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [3] - DigitalOcean is part of the Zacks Internet - Software industry, which includes Arista Networks (ANET), another company that saw a 5.4% increase in its stock price, closing at $143.72 [3] - Arista Networks has a consensus EPS estimate of $0.75, reflecting a year-over-year increase of 15.4% and currently holds a Zacks Rank of 2 (Buy) [4]

Core Insights - DigitalOcean has appointed Vinay Kumar as Chief Product and Technology Officer (CPTO) to lead product strategy, development, cloud infrastructure, and security as the company scales its AI inference cloud and core offerings [1][5] Group 1: Leadership and Experience - Vinay Kumar brings over a decade of senior leadership experience in building and scaling large-scale cloud platforms, having been a founding member of Oracle Cloud Infrastructure (OCI) [2] - His previous roles include significant positions at Amazon Web Services, Akamai, and Dell, providing him with extensive exposure to cloud infrastructure and enterprise-grade platforms [3] Group 2: Strategic Focus - As CPTO, Vinay will focus on advancing DigitalOcean's platform strategy, accelerating product delivery, and ensuring security and operational excellence [5] - The company aims to enhance its AI capabilities to support scalable, production-grade inference while maintaining operational discipline and reliability [4] Group 3: Market Position and Customer Base - DigitalOcean has established a strong position as a cloud and AI platform, gaining traction with digital-native and AI-native enterprises [4] - The platform is designed to help over 640,000 customers build, run, and scale intelligent applications with speed and simplicity [6]

Market Overview - The market is at a challenging crossroads in 2026, with stretched valuations causing concerns among investors about the sustainability of the bull market [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry themes [1]

As cloud computing enters its next growth phase driven by artificial intelligence (AI) workloads, investors are becoming more selective about where value truly lies. While most attention gravitates toward hyperscalers like Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL), some mid-sized cloud platforms are quietly strengthening their competitive position. One such $50 cloud stock is DigitalOcean (DOCN) which is delivering faster growth, rising profit and surging AI-driven demand. Here's what investor ...

Core Viewpoint - DigitalOcean Holdings, Inc. (NYSE:DOCN) is recognized as one of the best AI stocks to buy under $50, showcasing strong earnings performance and an optimistic growth outlook for 2025 [1]. Financial Performance - The company reported revenues of $230 million, reflecting a 16% year-over-year increase, while net income surged to $158 million, marking a 381% year-over-year growth [2]. - DigitalOcean has raised its full-year revenue guidance from $896 million to $897 million and adjusted its Non-GAAP diluted net income per share forecast from $2.00 to $2.05 [2]. Strategic Partnerships - DigitalOcean announced a new AI partnership with Persistent Systems to develop scalable and secure AI systems, focusing on cost-effective infrastructure for enterprise growth [3]. - Under this partnership, Persistent has chosen DigitalOcean as its cloud and AI infrastructure provider for its AI-powered platform SASVA, leveraging DigitalOcean's Gradient AI Agentic Cloud and GPU offerings [4]. Industry Challenges - The collaboration aims to address challenges in AI adoption, including rising GPU and infrastructure costs, difficulties in agent development ecosystems, and security concerns [5].