
As Q2 earnings season rolls on, some of the world’s most influential tech and infrastructure companies have delivered strong results—but what’s catching Wall Street’s attention isn’t just the numbers, it’s the upgraded outlooks and rising price targets. In particular, three stocks—each deeply involved in the growth of artificial intelligence—have seen analysts sharply raise their expectations.
While all three are in or nearing mega-cap territory (market caps of $200 billion or more), their post-earnings share performance hasn’t fully reflected the bullish sentiment now taking shape. Here’s a closer look at the names that are drawing analyst upgrades and why the market may be underpricing them.