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Analysts raised targets for INSP, SECZ, CLF and WAT, while cutting targets for CRDO, CL and TTMI; ratings remained unchanged.
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Three AI infrastructure stocks—Amkor Technology, Ciena Corp, and TTM Technologies—are recommended as strong buys despite rallying 35-85% year-to-date, as they trade at 42-43% discounts to their 52-week highs. All three benefit from accelerating AI and data center demand with significant upside potential ranging from 34% to 96%.
Ciena Corporation has secured two major subsea cable deployments: upgrading the 17,000-km ACE route with 30+ Tb/s capacity using its WL6e technology, and deploying WL6e on FLAG's ECHO trans-Pacific cable system. The company's WL6e adoption has surpassed WL5e, and its disaggregated line systems hold roughly 70% market share. Ciena trades at a forward P/E of 37.35 and holds a Zacks Rank #1 (Strong Buy) rating.
The global AI Data Center Interconnect Market is projected to grow from USD 12.85 billion in 2025 to USD 53.35 billion by 2035 at a 15.32% CAGR, driven by increasing demand for high-speed, low-latency optical connectivity to support distributed AI workloads. Software-defined networking and coherent optical technology are the fastest-growing segments, while North America leads with 38.47% market share and Asia Pacific shows the highest growth potential at 17.30% CAGR.
Colgate-Palmolive was removed from the S&P 100 index due to its $69 billion market cap being eclipsed by faster-growing AI-driven stocks, but the company remains a solid long-term investment. With 63 consecutive years of dividend increases, a 347% total return over 20 years, and expected 17% EPS CAGR through 2028, the stock offers stability and growth potential despite being a slower-growth consumer staples company.
Procter & Gamble faces a $1.4 billion after-tax earnings headwind in fiscal 2027 as it attempts to balance pricing strategies with volume growth in a challenging consumer environment. While pricing contributed to 1% organic sales growth in fiscal 2026, volume remained flat in Q4. PG plans to shift toward more balanced growth through innovation, promotions, and disciplined pricing rather than relying solely on price increases, which risk consumer trade-downs and reduced purchase frequency.
Piper Sandler analyst Michael Lavery maintains Colgate-Palmolive (NYSE:CL) with a Overweight and lowers the price target from $98 to $95.