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[Morning Watchlist]

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ANALYSTS LOVE THESE 3 OVERSOLD STOCKS

When high-quality stocks get hit—whether from profit-taking, sector
rotation, or macro uncertainty—Wall Street research can be a useful
“second filter” for spotting names where sentiment may have become
temporarily too pessimistic.

That is the premise behind today’s list. Nvidia, Dell Technologies,
and Quantum Computing have each experienced meaningful volatility
and/or drawdowns, yet analysts are actively reiterating bullish views
(and, in some cases, initiating coverage) with price targets that
imply substantial upside from current levels.

To be clear, “oversold” does not automatically mean “cheap,”
and analyst optimism is not a guarantee of performance. But when price
weakens while forward commentary stays constructive—especially
around secular growth themes like AI infrastructure and next-gen
compute—those setups can create attractive risk/reward entry points.

Here are three stocks that currently fit that profile.

-------------------------

COMPANY: NVIDIA (SYM: NVDA)

RECENT PRICE: about $188.74

Nvidia remains the centerpiece of the AI infrastructure buildout.
While the stock can be volatile—often sharply—many analysts
continue to treat it as the most important “platform” company in
accelerated computing, with a combination of hardware dominance and a
deep software ecosystem.

WHAT ANALYSTS ARE SAYING

A recent market write-up reported that RBC CAPITAL MARKETS INITIATED
COVERAGE WITH AN OUTPERFORM RATING AND A $240 PRICE TARGET, citing
demand visibility and a “backlog” figure cited as exceeding $500
BILLION. (Note: this is RBC’s characterization as reported by a
third party, not a company-reported GAAP backlog figure.)

Separately, Goldman Sachs has also published a bullish view with a
$240 PRICE TARGET in a preview note, emphasizing investor focus on
Nvidia’s long-term data center revenue trajectory and
next-generation platform ramps.

And while your draft referenced Rothschild Redburn at a higher number,
what is broadly reported in public sources is that ROTHSCHILD & CO
REDBURN REITERATED A BUY AND RAISED ITS NVIDIA PRICE TARGET TO $245
(FROM $211).

WHY THE “OVERSOLD” SETUP CAN WORK

Nvidia’s stock tends to trade in waves: long runs, sharp pullbacks,
then renewed momentum as fundamentals catch up. In many cases, the
market sells the stock on near-term fear (valuation, supply,
geopolitical restrictions, customer concentration) and then re-rates
it when demand and margins prove durable.

The core long-term bull case remains intact in most analyst
frameworks:

*
AI compute demand continues to expand from hyperscalers into
enterprises

*
Nvidia’s platform ecosystem (hardware + software + tooling) is
sticky

*
New product cycles can extend the runway when customers upgrade

KEY RISKS TO RESPECT

*
GEOPOLITICAL AND EXPORT RESTRICTIONS can reduce addressable markets or
shift demand timing

*
CUSTOMER CONCENTRATION and “capex digestion” can create periodic
air pockets

*
COMPETITION (including in-house silicon) can pressure pricing over
time

*
VALUATION SENSITIVITY: high expectations can magnify pullbacks

BOTTOM LINE: Even with volatility, analysts continue to treat NVDA as
a premier AI infrastructure beneficiary, and multiple published notes
suggest meaningful upside from current levels.

-------------------------

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COMPANY: DELL TECHNOLOGIES (SYM: DELL)

RECENT PRICE: about $121.35

Dell has re-emerged as a serious AI infrastructure story—less about
consumer PCs and more about enterprise and hyperscaler buildouts that
require AI-optimized servers, racks, and storage.

WHAT ANALYSTS ARE SAYING

Barron’s reported that BARCLAYS UPGRADED DELL TO OVERWEIGHT AND
MAINTAINED A $148 PRICE TARGET, pointing to strong AI server demand
and improving fundamentals. Notably, the same piece highlighted
Dell’s BETTER-THAN-EXPECTED GROSS MARGINS and an emphasis on cost
discipline—cutting operating expenses while growing operating
income.

That combination matters because investors have often worried that AI
servers could be “high revenue, low margin.” Barclays’ tone, as
summarized by Barron’s, suggests increasing confidence that Dell can
participate in AI infrastructure growth without sacrificing
profitability.

WHY THE “OVERSOLD” SETUP CAN WORK

Dell is a classic example of a stock where narrative lags
fundamentals. During periods when tech multiples compress or hardware
gets discounted, the market often paints with a broad brush. But if AI
server orders and deployments remain strong, a hardware name can
re-rate quickly—especially if margins and opex discipline surprise
to the upside.

Two additional positives frequently cited:

*
INSTALLED BASE REFRESH CYCLE: a large population of older enterprise
servers creates ongoing upgrade demand

*
CHANNEL STRENGTH: Dell’s enterprise relationships and sales channel
can translate AI interest into repeat orders

KEY RISKS TO RESPECT

*
EXECUTION AND SUPPLY CHAIN TIMING: AI server ramps can be lumpy;
delivery schedules matter

*
COMPETITIVE INTENSITY: AI infrastructure is crowded, and pricing can
tighten

*
MIX RISK: if the market perceives AI servers as structurally
low-margin, sentiment can turn quickly

*
PC CYCLICALITY: even if AI is the driver, the PC business can still
affect consolidated results

BOTTOM LINE: Dell is increasingly being treated as an AI
infrastructure beneficiary, and the Barclays upgrade narrative
suggests the Street sees the drawdown as an opportunity rather than a
warning sign.

-------------------------

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-------------------------

COMPANY: QUANTUM COMPUTING (SYM: QUBT)

RECENT PRICE: about $12.66

Quantum Computing offers exposure to one of the most speculative—but
potentially transformational—areas in advanced computing. As with
most early-stage “frontier tech” names, it is high risk and highly
volatile. That said, it is also a space where incremental changes in
investor belief can drive outsized price moves.

WHAT ANALYSTS ARE SAYING

Barron’s reported that ROSENBLATT INITIATED COVERAGE ON QUANTUM
COMPUTING WITH A BUY RATING AND A $22 PRICE TARGET, arguing the
company has “legitimate” quantum-related assets and multiple
potential paths to win. Another widely circulated summary of the
initiation likewise noted the BUY RATING AND $22 TARGET.

Importantly, Barron’s also noted skepticism around the company,
including criticisms and allegations that have weighed on
sentiment—one reason the stock can become “oversold” quickly in
risk-off conditions.

WHY THIS “OVERSOLD” SETUP CAN WORK

In emerging-tech sectors, valuation is often driven less by current
earnings power and more by:

*
perceived technological credibility

*
commercial pathways and partnerships

*
capital access and runway

*
sector-wide sentiment

That means when a credible analyst initiates coverage and frames the
asset base as legitimate, the stock can re-rate rapidly—especially
if the broader market becomes more receptive to long-duration growth.

On the big-picture opportunity: Boston Consulting Group has projected
that quantum computing could create $450 BILLION TO $850 BILLION IN
ECONOMIC VALUE BY 2040, alongside a sizable hardware/software provider
market. (This is an industry value estimate, not a forecast of
QUBT’s revenue.)

KEY RISKS TO RESPECT

*
EARLY-STAGE EXECUTION RISK: commercialization timelines can slip

*
FINANCING/DILUTION RISK: frontier tech companies often require capital

*
EXTREME VOLATILITY: these names can move double digits on headlines

*
TECHNOLOGY AND ADOPTION UNCERTAINTY: “quantum advantage” is not
guaranteed on any particular timeline

BOTTOM LINE: QUBT is the highest-risk name on this list, but also the
one that can move the most if sentiment shifts. The Rosenblatt
initiation provides a fresh bullish catalyst in a sector where
perception matters.

-------------------------

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