5 big analyst AI moves: Bullish on Google stock near-term; Tesla upgraded

Analysts turned bullish across several AI-linked names, highlighting near-term catalysts and upside for market leaders. Citi put Alphabet (GOOG.OQ) on a 90-day upside “Catalyst Watch,” citing a packed event slate (Google Cloud Next, Q1 results, Google I/O) and strong fundamentals — Gemini at 750M+ MAUs and robust Cloud demand — that could push revenue and operating income above consensus. UBS upgraded Tesla (TSLA.OQ) to Neutral from Sell (PT $352), noting heavy share weakness in 2026 but potential longer-term gains from robo-taxi and Optimus; UBS flagged continued volatility. Needham called Netflix (NFLX) a buy after a post-earnings pullback, while UBS/Deutsche Bank raised ASML (ASML.OQ) targets to €1,600 after better-than-expected results and stronger 2026 revenue guidance. Bank of America reiterated a bullish view on Dell (DELL), forecasting 28% AI server unit growth in 2026 and $60B in AI server revenue for Dell (12% market share). Overall market impact is net bullish for AI-exposed equities, with event-driven upside for Alphabet and positive analyst revisions supporting select chip, infrastructure and software names.