5 big analyst AI moves: SpaceX gets a Street-high target, Samsung selloff overdone

This analyst roundup focuses on AI-related stock calls and sector implications. Raymond James initiated SpaceX with a Street-high $800 target, arguing its Starship/Starlink ecosystem could become a massive infrastructure platform, while Bank of America reiterated a Buy on Alibaba as a compelling China AI play with cloud growth expected to accelerate. Mizuho’s Jordan Klein called Samsung’s selloff overdone, saying the weakness reflects a momentum unwind rather than deteriorating memory fundamentals and that TSMC and ASML results should matter more for semiconductor sentiment. On the negative side, Bernstein downgraded Salesforce after weak Agentforce feedback, suggesting AI monetization progress may take longer than hoped. Stifel upgraded Shopify to Buy and raised its target to $150, citing strong GMV growth and a plausible path to 30%+ revenue growth in 2026. Overall, the article is mixed for tech/AI sentiment: bullish on SpaceX, Alibaba and Shopify, bearish on Salesforce, and cautiously constructive on semis despite Samsung volatility.