Investing

Tactical Bulls: Analysts Calling Major Tech Stocks Safe to Buy After the Sell-Off

It has been a rough and bumpy 2025 for investors as the “Trump Bump” has run into major headwinds from tariffs and investors reacting to major policy swings. And the Magnificent 7 and tech stocks have been far from immune to selling pressure as the NASDAQ-100 is down 5% year-to-date and down 10% from its all-time high.
Wall Street is coming to the rescue by telling its clients it is time to buy some of these technology leaders while their stocks are down. Many of these stocks may not even have very much to worry about in the ongoing tariff disputes.
The week of March 21 has seen upgrades and reiterated ratings on many key tech stocks that are worth looking into.
Tactical Bulls would remind its readers that no single analyst call should ever be the sole basis for deciding to buy or sell a stock. Analysts can be wrong, or sometimes the underlying fundamentals can change rapidly. And all investors should know that there are zero guarantees that stocks will rise — and they could even lose money (even if they are already down from highs).
These are top technology stock upgrades and calls where analysts are maintaining strong price targets this week.
ALPHABET
Alphabet Inc. (NASDAQ: GOOGL) is making a $32 billion acquisition of Wiz and analysts are so far positive on the deal for AI and cybersecurity upsell potential with shares under $165. Canaccord Genuity, Roth MKM, Cantor Fitzgerald, and Rosenblatt all reiterated targets above $200. KeyBanc Capital Markets also maintained its Overweight rating but trimmed its target to $202 from $200.
AAPLE
Apple Inc. (NASDAQ: AAPL) was reiterated as Outperform and its price target was raised to $275 from $260 at Evercore ISI. While much weakness has been around Apple’s botched AI offerings, the firm sees Apple still positioned to sustain mid-single digit sales growth with earnings growth in low-to-mid teens over the next several years. The report also cited less volatility and high consistency in its returns and that Apple can maintain or expand its valuation with such strong shareholder returns from its free cash flows.
MICROSOFT
Microsoft Corporation (NASDAQ: MSFT) has not seen much love from its performance lately, but Scotiabank initiated coverage as Sector Outperform and set a $470 price target on the stock. The report called Microsoft a “leading horseman of the AI revolution” that can account for nearly 60% incremental revenue growth out in 2027. This year is expected to be a paradigm shifting year where customer investments grow in AI/Azure and Microsoft 365 Copilot. Barron’s then reported that Microsoft is a “Table Pounder Tech Pick” pointing to Dan Ives of Wedbush — with an Outperform rating and $550 price target.
NVIDIA
NVIDIA Corporation (NASDAQ: NVDA) was down over 20% as its big conference kicked off, and with physical robotics and AI chips leading the way it was given reiterated ratings and price targets with 50% upside (and even more) being quite common this week. BofA, Morgan Stanley and UBS were only about one-third of the firms issuing those strong target prices.
TESLA
Tesla Inc. (NASDAQ: TSLA) was maintained as Buy at Piper Sandler. While the target was cut to $450 from $500 the report called Tesla “Cheap” (rarely heard in the same reference) and not reflecting the upside of robots and robo-taxis. Cantor Fitzgerald also raised Tesla to Overweight from Neutral with a $425 price target after visiting Tesla’s Cortex AI data centers and production lines, calling it an attractive entry point ahead of the robo-taxi launch, and FSDD in China/Europe. RBC did maintain an Outperform rating this week, but the firm cut its price target down to $320 from $440 based on lower numbers from self-driving and robotaxi assumptions.
TEXAS INSTRUMENTS
Texas Instruments Inc. (NASDAQ: TXN) was named a Top Pick at Citi, as the firm is now bullish on its analog sector with low inventories and EPS/margins looking to be in a trough while a sales recovery looks imminent.
Other key tech stocks with analyst calls seen this week:
  • Box Inc. (BOX) reiterated as Buy and $45 target at D.A. Davidson.
  • Corning Inc. (NYSE: GLW) reiterated Buy (target to $65 from $62) at BofA.
  • Rezolve AI Limited (NASDAQ: RZLV) reiterated Buy ($4 target) at Roth MKM (over 100% implied upside).
  • Teledyne Technologies Inc. (NYSE: TDY) reiterated Buy (target to $600 from $550) at BofA.
  • Zoom Communications (NASDAQ: ZM) reiterated Outperform ($95 target) at RBC.
Please note that Tactical Bulls does not maintain formal ratings nor price targets of its own for these stocks.

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