Analysts at Morgan Stanley said there are still plenty of overweight stocks to keep ahead of revenue as the reporting season ends. The company says stocks like Nvidia are sticking to stocks heading into quarterly reports. Other stocks that Morgan Stanley likes include EQT, Arista Networks and Tuya. Arista Networks Analyst Meta Marshall supports the stake in the network stock ahead of Tuesday’s earnings. “The (this) company has beaten revenues at 300-400bps over the last three to four years, almost lining up to the Bouissonside’s expectations for the quarter,” she writes. Still, Marshall said the fourth quarter results are unlikely to move the needle. She added, “multiple expansions” pending, and the company showed a meaningful amount of new customers. However, the company has an opportunity to be underestimated in the data center field. “Our checks have been gradually positive in networking this quarter, with data centers as a focus and expectation area of progressive improvement throughout the year,” she said. Arista’s stock has increased by 61% from last year. According to analyst Devin McDermott, EQT buys stock trembling in hydrocarbon explorer. “The pullback creates an attractive entry point and the ratings are more convincing,” he wrote in a recent note. EQT remains the top pick at the company ahead of Wednesday’s revenue. The stock has risen by more than 60% over the past 12 months, already up 16%. McDermott said the recent choppiness of the stock was due to concerns about Deepseek’s AI model and could reduce electricity demand. The company acknowledged that these concerns could last, but it says there are still opportunities to buy. “While rising power consumption is the source of long-term gas demand, LNG (liquefied natural gas) is a much larger short-term growth driver,” he writes. “We continue to prefer gas to oil exposure within E&PS and recommend purchasing a gas pullback,” he said. Tuya Tuya’s stock has grown by a whopping 66% this year, but the company says there is more room for driving for the Chinese Internet of Things and AI companies. The company repeated its recent evaluation of overweight in Note Client, saying it is likely that it will continue to have a “strong revenue growth momentum.” However, analyst Yang Liu said there was a “disparity between fundamentals and stock prices,” urging investors to stay calm. “I think the stock price will leave a critical space to keep up with value,” she added. The company has acknowledged the risk of tariffs, but now it says there are too many other positive catalysts to ignore. Liu also raised its price target to $3 from $2.30, earning fourth quarter revenue on the deck on February 26th. “Robust topline growth is likely to be maintained by strong IoT demand overseas and profits from Tuya’s market share,” she said in a quarterly preview. nvidia “Sentiment is exacerbated mainly on potential long-term risks, but the near-term business is solid. There is a high probability of upward revisions in the short term.” EQT “We are in E&PS I would still prefer gas to oil exposure, and recommend buying a gas pullback. …. The demand for long-term gas is the opposite, but LNG (liquefied natural gas) is much larger than short-term “Arista” Company has surpassed revenue over the last three to four years, earning inline with the expectation of the Buisson side to the quarter. Tuya”We’ve made our OW Rating It takes into account the strong sustainable revenue growth driven by increasing PT and good cost management overseas. …. Maintain stock growth momentum.
