# Analyst Report İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Analyst Report" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

TD Cowen Lowers Target on SharpLink Amid Weakness in ETH

Analysts at TD Cowen have lowered their price target for SharpLink Gaming (SBET) from $16 to $13. This adjustment cites weak Ethereum (ETH) performance in Q2 and regulatory delays, particularly concerning the CLARITY Act in the US. Consequently, TD Cowen has also revised its year-end 2024 Ethereum price forecast down to $2,370, a significant cut from the previous $3,650 target. However, longer-term projections for ETH remain optimistic, with targets of $3,347 by end-2027, $4,554 by end-2028, and $5,969 by end-2029. Despite the near-term headwinds, TD Cowen maintains its core investment thesis on SharpLink. The firm highlights SharpLink's recent capital allocation, including a $75 million direct funding round, the purchase of 10,000 ETH, and a buyback of 2.13 million common shares at an average price of $4.69. The bank estimates SharpLink's accumulated ETH holdings could reach 940,000 by year-end, with a projected net asset value of $9.13 per share. More precise guidance is expected after the company's quarterly report in August. At the time of writing, SBET shares were trading around $6, having gained over 5% in the past week.

cryptonews.ru07/31 16:51

TD Cowen Lowers Target on SharpLink Amid Weakness in ETH

cryptonews.ru07/31 16:51

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

marsbit06/17 11:39

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

marsbit06/17 11:39

活动图片

Market Analysisright-arrow

Othersright-arrow