AI servers & data centers by analyst score
7 stocks in the AI servers & data centers theme, ranked by their Meta Analyst score: every firm's latest rating, recent calls counting more, blended with the consensus. Ranks are among the S&P 500's stocks (the whole index, not just this list): a stock outside it shares the rank of the S&P 500 stock it beats or ties (its rank is lighter). The 0-10 scale is the share of S&P 500 stocks it beats (as of Nov 1). Rows rated by fewer firms are dimmer.
| # | Stock | Meta Analyst | Firms | 30-day net | Upside | Latest call | 1y1q1m1w1d |
|---|---|---|---|---|---|---|---|
| 71 |
ETN
Eaton Corporation
|
Buy · 98.5
|
12 (6) | — | +34% | — | EEEEE -5.5-20-19-10-9.9 |
| 122 |
VRT
Vertiv
|
Buy · 87.6
|
21 (9) | — | +47% | 10/29–11/2: 5 target raises (median +1%), 1 target cut (−1%) | CEEEE +14-24-18-15-13 |
| 173 |
GEV
GE Vernova
|
Buy · 7 ▲6.5
|
25 (10) | +1 | +24% | 10/29–11/3: 1 upgrade, 2 target raises (median +8%), 6 target cuts (median −9%) | AEEEE +52-18-16-5.1-9.3 |
| 209 |
DELL Meme
Dell Technologies
|
Buy · 6 ▼5.8
|
21 (18) | -1 | +58% | — | AEEEE +143-20-34-25-8.8 |
| 253 |
HPE Meme
Hewlett Packard Enterprise
|
Buy · 5 ▼5.0
|
19 (13) | -1 | +44% | — | ADEEE +116-4.1-28-17-5.7 |
| 306 |
BE Meme
Bloom Energy
|
Buy · 4 ▲3.9
|
22 (14) | +1 | +43% | 11/3 Barclays upgraded to Overweight, $289 | AEEEE +55-12-31-12-6.4 |
| 464 |
SMCI Meme
Supermicro
|
Hold · 10.8
|
11 (8) | — | +46% | 11/4 B of A Securities raised $38.00 → $39.00 | EDEEE -38-6.6-32-17-5.7 |
The Meta Analyst score weighs each firm's latest rating of the past year by its age (a 3-month-old rating counts half as much as today's) and blends in the broad consensus, pulled toward the typical S&P 500 score as if that were 3 more fresh ratings (so one or two calls cannot top the board); the pill names the score's level, ▲ / ▼ the past 30 days' upgrades minus downgrades. A row is dimmer the fewer firms rate it (full brightness from 15). Filters list the themes and sectors with at least 5 stocks on the board; themes are Wallsti's own groups of stocks that tend to move together, sectors are the S&P 500's (GICS). Ratings and targets from Yahoo Finance. Not investment advice.