SA analyst upgrades/downgrades: TSLA, SMCI, ASML, AXP

Seeking Alpha highlights analyst rating changes across tech and financial names, with Tesla receiving a downgrade to Hold while Super Micro Computer and ASML were upgraded to Buy. The Tesla call was driven by weaker-than-expected gross margins, negative free cash flow tied to high AI capex, and a significant EPS miss, suggesting near-term pressure on the stock despite broader AI enthusiasm. In contrast, SMCI was upgraded on strong preliminary Q4 margins, new AI-related orders, and improved profitability, while ASML was boosted by stronger AI growth plans, rising high-NA EUV revenue expectations, and continued demand from China. The article also frames the move as part of a broader market focus on earnings and AI-driven hardware demand.