Arabic version: محللون يدعمون بالانتير وأمازون ولام ريسيرش

According to Cnbc, Wall Street analysts highlighted Palantir Technologies, Amazon and Lam Research for growth prospects following their recent quarterly results. The assessments, cited from TipRanks-ranked analysts, focus on artificial intelligence-related demand, cloud growth and semiconductor investment while urging investors to consider longer-term prospects beyond short-term market moves.

Bank of America analyst Mariana Perez Mora reiterated a buy rating on Palantir, with a $255 price target, after the AI-powered data analytics company reported market-beating second-quarter results and raised full-year guidance. Palantir expects U.S. commercial business revenue growth of at least 134%. Mora said U.S. commercial business represented almost 40% of total revenue, compared with 30% a year earlier. That segment grew 149% in the second quarter of 2026, while its customer count rose 35% year over year to 653.

JPMorgan analyst Doug Anmuth maintained a buy rating on Amazon and raised his price target to $365 from $330. He pointed to 37% growth in Amazon Web Services revenue, the unit’s fastest growth since 2021, and said Amazon’s forex-neutral top-line growth accelerated to 20% in the second quarter of 2026. AWS backlog reached $496 billion, up nearly 2.5 times from a year earlier and 36% sequentially, supported by demand for core workloads and AI adoption.

Oppenheimer analyst Edward Yang reaffirmed a buy rating on Lam Research with a $400 price target after the semiconductor-equipment supplier exceeded expectations in its fiscal fourth quarter. Yang cited Customer Support Business Group performance, a quarter-over-quarter doubling in NAND revenue and improved gross margin. Lam raised its wafer fabrication equipment spending outlook to the low-$150 billion range from $140 billion, while describing calendar 2027 as “extraordinary” because of supply shortages and plans for eight to 10 new fabrication plants.