{"id":319942,"date":"2025-07-22T16:10:03","date_gmt":"2025-07-22T16:10:03","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants-2\/"},"modified":"2025-07-22T16:10:03","modified_gmt":"2025-07-22T16:10:03","slug":"major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/tr\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/","title":{"rendered":"AI Hisse De\u011ferlendirmelerinde B\u00fcy\u00fck De\u011fi\u015fiklikler: \u00d6nde Gelen Analistler Teknoloji Devlerini Yeniden De\u011ferlendiriyor"},"content":{"rendered":"
<\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":301454,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4674],"tags":[33,45,44],"class_list":["post-319942","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai","tag-stock","tag-strategy"],"acf":{"h1":"Analist Firmalar\u0131, Cesur Yeni Derecelendirmeler ve Fiyat Hedefleriyle AI Pazar\u0131n\u0131 Sars\u0131yor","h1_source":{"label":"H1","type":"text","formatted_value":"Analist Firmalar\u0131, Cesur Yeni Derecelendirmeler ve Fiyat Hedefleriyle AI Pazar\u0131n\u0131 Sars\u0131yor"},"description":"\u00d6nde gelen finansal analistler, b\u00fcy\u00fck AI teknoloji \u015firketleri \u00fczerindeki pozisyonlar\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde revize etti ve de\u011fi\u015fen yar\u0131 iletken manzaras\u0131 ortas\u0131nda Apple ve Nvidia i\u00e7in \u015fa\u015f\u0131rt\u0131c\u0131 d\u00fc\u015f\u00fc\u015fler ya\u015fand\u0131.","description_source":{"label":"Description","type":"textarea","formatted_value":"\u00d6nde gelen finansal analistler, b\u00fcy\u00fck AI teknoloji \u015firketleri \u00fczerindeki pozisyonlar\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde revize etti ve de\u011fi\u015fen yar\u0131 iletken manzaras\u0131 ortas\u0131nda Apple ve Nvidia i\u00e7in \u015fa\u015f\u0131rt\u0131c\u0131 d\u00fc\u015f\u00fc\u015fler ya\u015fand\u0131."},"intro":"Yapay zeka sekt\u00f6r\u00fcnde \u00f6nemli analist revizyonlar\u0131n\u0131n bir dalgas\u0131 ya\u015fan\u0131yor ve bir\u00e7ok \u00fcst d\u00fczey Wall Street firmas\u0131, teknoloji alan\u0131ndaki kilit oyuncular hakk\u0131ndaki g\u00f6r\u00fc\u015flerini dramatik bir \u015fekilde de\u011fi\u015ftiriyor.","intro_source":{"label":"Intro","type":"text","formatted_value":"Yapay zeka sekt\u00f6r\u00fcnde \u00f6nemli analist revizyonlar\u0131n\u0131n bir dalgas\u0131 ya\u015fan\u0131yor ve bir\u00e7ok \u00fcst d\u00fczey Wall Street firmas\u0131, teknoloji alan\u0131ndaki kilit oyuncular hakk\u0131ndaki g\u00f6r\u00fc\u015flerini dramatik bir \u015fekilde de\u011fi\u015ftiriyor."},"body_html":"
\n\nYapay zeka yat\u0131r\u0131m ortam\u0131, bu hafta \u00f6nde gelen piyasa analistlerinin sekt\u00f6r\u00fcn a\u011f\u0131r toplar\u0131 i\u00e7in \u015fa\u015f\u0131rt\u0131c\u0131 yeni derecelendirmeler yay\u0131nlamas\u0131yla \u00f6nemli de\u011fi\u015fimler ya\u015fad\u0131. Bu de\u011fi\u015fiklikler, hangi \u015firketlerin yapay zeka geli\u015fiminden yararlanmak i\u00e7in en iyi konumda oldu\u011funa dair geli\u015fen bak\u0131\u015f a\u00e7\u0131lar\u0131n\u0131 yans\u0131t\u0131yor.\n

Apple Yenilik Endi\u015feleri Ortas\u0131nda D\u00fc\u015f\u00fc\u015fle Kar\u015f\u0131 Kar\u015f\u0131ya<\/h2>\nBarclays, teknoloji devi Apple'a \"E\u015fit A\u011f\u0131rl\u0131k\"tan \"A\u011f\u0131rl\u0131k Alt\u0131\"na d\u00fc\u015f\u00fcrerek ve fiyat hedefini 217 dolardan 158 dolara indirerek dikkat \u00e7ekici bir darbe vurdu. Analistler, bu karar\u0131n arkas\u0131nda birka\u00e7 fakt\u00f6r oldu\u011funu belirterek, \u00f6zellikle Apple'\u0131n yapay zeka yar\u0131\u015f\u0131ndaki konumuna dair endi\u015felere vurgu yapt\u0131.\n\n\"Apple'\u0131n yapay zeka yar\u0131\u015f\u0131nda geri kald\u0131\u011f\u0131na, i\u015fletim sistemi daha karma\u015f\u0131k hale geldik\u00e7e temel \u00f6zelliklerin \u00f6tesine ge\u00e7mekte zorland\u0131\u011f\u0131na inan\u0131yoruz,\" diye yazd\u0131 Barclays analistleri. Apple'\u0131n \"iPhone 16 sonras\u0131 art\u0131ml\u0131 \u00f6zelliklerle\" ilgili zorluklarla kar\u015f\u0131la\u015fabilece\u011fini ve Adalet Bakanl\u0131\u011f\u0131 davalar\u0131ndan kaynaklanabilecek olumsuz etkileri vurgulad\u0131lar.\n\nAnalistler ayr\u0131ca, \u015firketin \u00fcr\u00fcnlerine y\u00f6nelik t\u00fcketici harcamalar\u0131n\u0131n azalmas\u0131 konusundaki endi\u015felerini dile getirerek, \"yumu\u015fak iPhone 15 sat\u0131\u015flar\u0131 ve \u00c7in zay\u0131fl\u0131\u011f\u0131\"n\u0131n devam eden zorluklar olu\u015fturabilece\u011fini \u00f6ne s\u00fcrd\u00fcler.\n

Nvidia'n\u0131n Hakimiyetine Kar\u015f\u0131t G\u00f6r\u00fc\u015f Ortaya \u00c7\u0131k\u0131yor<\/h2>\nBir\u00e7ok piyasa g\u00f6zlemcisini \u015fa\u015f\u0131rtan bir hamleyle, Melius Research, yar\u0131 iletken devi Nvidia'y\u0131 \"Sat\" notuyla ve 400 dolarl\u0131k fiyat hedefiyle kapsamaya ba\u015flad\u0131, bu da mevcut seviyelerden yakla\u015f\u0131k %40'l\u0131k bir d\u00fc\u015f\u00fc\u015f\u00fc temsil ediyor.\n\nFirma, Nvidia'n\u0131n yapay zeka talebinden yararlanmadaki ola\u011fan\u00fcst\u00fc ba\u015far\u0131s\u0131n\u0131 kabul etti ancak pazar konumunun s\u00fcrd\u00fcr\u00fclebilirli\u011fini sorgulad\u0131. Melius analistleri, potansiyel rekabet tehditlerine i\u015faret ederek, \"Pazar\u0131n giderek Nvidia'n\u0131n b\u00fcy\u00fcme oran\u0131 s\u00fcrd\u00fcr\u00fclebilirli\u011fine ve yapay zeka \u00e7\u0131kar\u0131m TAM'\u0131n\u0131n tam olarak yakalanmas\u0131n\u0131 varsayan bir \u00e7arpana tak\u0131nt\u0131l\u0131 hale geldi\u011fini g\u00f6r\u00fcyoruz,\" dediler.\n\nBu duru\u015f, Nvidia'n\u0131n devam eden yapay zeka hakimiyeti ortas\u0131nda \u00e7o\u011fu analistin iyimser bak\u0131\u015f a\u00e7\u0131lar\u0131yla keskin bir tezat olu\u015fturuyor.\n

TSMC En \u0130yi Yar\u0131 \u0130letken Se\u00e7imi Olarak Ortaya \u00c7\u0131k\u0131yor<\/h2>\nTaiwan Semiconductor Manufacturing Company (TSMC), Needham'dan g\u00fcven oyu ald\u0131 ve firma, TSMC'yi \"en iyi yar\u0131 iletken se\u00e7imi\" olarak belirledi. Firma, \"Al\" notunu korurken TSMC'nin fiyat hedefini 168 dolardan 200 dolara y\u00fckseltti.\n\nNeedham analistleri, \"Yapay zeka \u00fcr\u00fcnlerinin 2024'te 3-4 milyar dolarl\u0131k ek gelir sa\u011flayaca\u011f\u0131 ve 2025'te daha fazla b\u00fcy\u00fcme olaca\u011f\u0131\" beklentileri de dahil olmak \u00fczere iyimser bak\u0131\u015f a\u00e7\u0131lar\u0131n\u0131 destekleyen birka\u00e7 fakt\u00f6r\u00fc vurgulad\u0131. Firma ayr\u0131ca TSMC'nin teknolojik avantajlar\u0131na, \u00f6zellikle ileri yar\u0131 iletken \u00fcretim s\u00fcre\u00e7lerindeki liderli\u011fine dikkat \u00e7ekti.\n

Sat\u0131n Alma Sonras\u0131 Broadcom \u0130\u00e7in Kar\u0131\u015f\u0131k G\u00f6r\u00fcn\u00fcm<\/h2>\nRosenblatt, Broadcom'un VMware'i sat\u0131n almas\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar i\u00e7in yeni de\u011ferlendirmeler yaratarak, fiyat hedefini 1,535 dolardan 1,450 dolara d\u00fc\u015f\u00fcrd\u00fc ancak \"Al\" notunu korudu.\n\n\"Yeni FY24 gelir rehberli\u011fi art\u0131k VMware'i i\u00e7eriyor ... ve yaln\u0131zca %7'lik organik b\u00fcy\u00fcme ima ediyor, bu da \u00f6nceki %10 beklentimize k\u0131yasla,\" diye a\u00e7\u0131klad\u0131 Rosenblatt analistleri, k\u0131sa vadede baz\u0131 entegrasyon zorluklar\u0131 olabilece\u011fini \u00f6ne s\u00fcrd\u00fc.\n\nBununla birlikte, firma genel olumlu bak\u0131\u015f a\u00e7\u0131s\u0131n\u0131 koruyarak, Broadcom'un a\u011f ve yapay zeka altyap\u0131 bile\u015fenlerindeki g\u00fc\u00e7l\u00fc konumunu vurgulad\u0131.\n\n[cta_button text=\"Start Trading\"]\n

Microsoft Fiyat Hedefi Art\u0131\u015f\u0131 Al\u0131yor<\/h2>\nWedbush Securities, Microsoft'a y\u00f6nelik iyimser duru\u015funu g\u00fc\u00e7lendirerek fiyat hedefini 500 dolardan 550 dolara y\u00fckseltti ve teknoloji devine \"\u00dcst\u00fcn Performans\" notunu korudu.\n\nFirman\u0131n analistleri, Microsoft'un yapay zeka stratejisine olan g\u00fcvenlerini ifade ederek, \u015firketin \"Yapay Zeka Devrimi'nin direksiyonunda sa\u011flam bir \u015fekilde oturdu\u011funu\" belirtti. Wedbush, Microsoft'un Azure bulut platformunun ve yapay zeka yeteneklerinin entegrasyonunun \u00f6nemli b\u00fcy\u00fcme fakt\u00f6rleri oldu\u011funu vurgulad\u0131.\n\nBu olumlu de\u011ferlendirme, Microsoft'un kurumsal m\u00fc\u015fteriler aras\u0131nda devam eden yapay zeka benimsemesinin \u00f6nde gelen yararlan\u0131c\u0131lar\u0131ndan biri olarak konumunu daha da sa\u011flamla\u015ft\u0131r\u0131yor.\n\nBu analist revizyonlar\u0131n\u0131n g\u00f6sterdi\u011fi gibi, yapay zeka alan\u0131ndaki rekabet ortam\u0131 h\u0131zla geli\u015fmeye devam ediyor ve bu da yat\u0131r\u0131mc\u0131lar i\u00e7in bu dinamik sekt\u00f6rde hem f\u0131rsatlar hem de zorluklar yarat\u0131yor.\n\n<\/div>","body_html_source":{"label":"Body HTML","type":"wysiwyg","formatted_value":"
\n

Yapay zeka yat\u0131r\u0131m ortam\u0131, bu hafta \u00f6nde gelen piyasa analistlerinin sekt\u00f6r\u00fcn a\u011f\u0131r toplar\u0131 i\u00e7in \u015fa\u015f\u0131rt\u0131c\u0131 yeni derecelendirmeler yay\u0131nlamas\u0131yla \u00f6nemli de\u011fi\u015fimler ya\u015fad\u0131. Bu de\u011fi\u015fiklikler, hangi \u015firketlerin yapay zeka geli\u015fiminden yararlanmak i\u00e7in en iyi konumda oldu\u011funa dair geli\u015fen bak\u0131\u015f a\u00e7\u0131lar\u0131n\u0131 yans\u0131t\u0131yor.<\/p>\n

Apple Yenilik Endi\u015feleri Ortas\u0131nda D\u00fc\u015f\u00fc\u015fle Kar\u015f\u0131 Kar\u015f\u0131ya<\/h2>\n

Barclays, teknoloji devi Apple’a “E\u015fit A\u011f\u0131rl\u0131k”tan “A\u011f\u0131rl\u0131k Alt\u0131”na d\u00fc\u015f\u00fcrerek ve fiyat hedefini 217 dolardan 158 dolara indirerek dikkat \u00e7ekici bir darbe vurdu. Analistler, bu karar\u0131n arkas\u0131nda birka\u00e7 fakt\u00f6r oldu\u011funu belirterek, \u00f6zellikle Apple’\u0131n yapay zeka yar\u0131\u015f\u0131ndaki konumuna dair endi\u015felere vurgu yapt\u0131.<\/p>\n

“Apple’\u0131n yapay zeka yar\u0131\u015f\u0131nda geri kald\u0131\u011f\u0131na, i\u015fletim sistemi daha karma\u015f\u0131k hale geldik\u00e7e temel \u00f6zelliklerin \u00f6tesine ge\u00e7mekte zorland\u0131\u011f\u0131na inan\u0131yoruz,” diye yazd\u0131 Barclays analistleri. Apple’\u0131n “iPhone 16 sonras\u0131 art\u0131ml\u0131 \u00f6zelliklerle” ilgili zorluklarla kar\u015f\u0131la\u015fabilece\u011fini ve Adalet Bakanl\u0131\u011f\u0131 davalar\u0131ndan kaynaklanabilecek olumsuz etkileri vurgulad\u0131lar.<\/p>\n

Analistler ayr\u0131ca, \u015firketin \u00fcr\u00fcnlerine y\u00f6nelik t\u00fcketici harcamalar\u0131n\u0131n azalmas\u0131 konusundaki endi\u015felerini dile getirerek, “yumu\u015fak iPhone 15 sat\u0131\u015flar\u0131 ve \u00c7in zay\u0131fl\u0131\u011f\u0131”n\u0131n devam eden zorluklar olu\u015fturabilece\u011fini \u00f6ne s\u00fcrd\u00fcler.<\/p>\n

Nvidia’n\u0131n Hakimiyetine Kar\u015f\u0131t G\u00f6r\u00fc\u015f Ortaya \u00c7\u0131k\u0131yor<\/h2>\n

Bir\u00e7ok piyasa g\u00f6zlemcisini \u015fa\u015f\u0131rtan bir hamleyle, Melius Research, yar\u0131 iletken devi Nvidia’y\u0131 “Sat” notuyla ve 400 dolarl\u0131k fiyat hedefiyle kapsamaya ba\u015flad\u0131, bu da mevcut seviyelerden yakla\u015f\u0131k %40’l\u0131k bir d\u00fc\u015f\u00fc\u015f\u00fc temsil ediyor.<\/p>\n

Firma, Nvidia’n\u0131n yapay zeka talebinden yararlanmadaki ola\u011fan\u00fcst\u00fc ba\u015far\u0131s\u0131n\u0131 kabul etti ancak pazar konumunun s\u00fcrd\u00fcr\u00fclebilirli\u011fini sorgulad\u0131. Melius analistleri, potansiyel rekabet tehditlerine i\u015faret ederek, “Pazar\u0131n giderek Nvidia’n\u0131n b\u00fcy\u00fcme oran\u0131 s\u00fcrd\u00fcr\u00fclebilirli\u011fine ve yapay zeka \u00e7\u0131kar\u0131m TAM’\u0131n\u0131n tam olarak yakalanmas\u0131n\u0131 varsayan bir \u00e7arpana tak\u0131nt\u0131l\u0131 hale geldi\u011fini g\u00f6r\u00fcyoruz,” dediler.<\/p>\n

Bu duru\u015f, Nvidia’n\u0131n devam eden yapay zeka hakimiyeti ortas\u0131nda \u00e7o\u011fu analistin iyimser bak\u0131\u015f a\u00e7\u0131lar\u0131yla keskin bir tezat olu\u015fturuyor.<\/p>\n

TSMC En \u0130yi Yar\u0131 \u0130letken Se\u00e7imi Olarak Ortaya \u00c7\u0131k\u0131yor<\/h2>\n

Taiwan Semiconductor Manufacturing Company (TSMC), Needham’dan g\u00fcven oyu ald\u0131 ve firma, TSMC’yi “en iyi yar\u0131 iletken se\u00e7imi” olarak belirledi. Firma, “Al” notunu korurken TSMC’nin fiyat hedefini 168 dolardan 200 dolara y\u00fckseltti.<\/p>\n

Needham analistleri, “Yapay zeka \u00fcr\u00fcnlerinin 2024’te 3-4 milyar dolarl\u0131k ek gelir sa\u011flayaca\u011f\u0131 ve 2025’te daha fazla b\u00fcy\u00fcme olaca\u011f\u0131” beklentileri de dahil olmak \u00fczere iyimser bak\u0131\u015f a\u00e7\u0131lar\u0131n\u0131 destekleyen birka\u00e7 fakt\u00f6r\u00fc vurgulad\u0131. Firma ayr\u0131ca TSMC’nin teknolojik avantajlar\u0131na, \u00f6zellikle ileri yar\u0131 iletken \u00fcretim s\u00fcre\u00e7lerindeki liderli\u011fine dikkat \u00e7ekti.<\/p>\n

Sat\u0131n Alma Sonras\u0131 Broadcom \u0130\u00e7in Kar\u0131\u015f\u0131k G\u00f6r\u00fcn\u00fcm<\/h2>\n

Rosenblatt, Broadcom’un VMware’i sat\u0131n almas\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar i\u00e7in yeni de\u011ferlendirmeler yaratarak, fiyat hedefini 1,535 dolardan 1,450 dolara d\u00fc\u015f\u00fcrd\u00fc ancak “Al” notunu korudu.<\/p>\n

“Yeni FY24 gelir rehberli\u011fi art\u0131k VMware’i i\u00e7eriyor … ve yaln\u0131zca %7’lik organik b\u00fcy\u00fcme ima ediyor, bu da \u00f6nceki %10 beklentimize k\u0131yasla,” diye a\u00e7\u0131klad\u0131 Rosenblatt analistleri, k\u0131sa vadede baz\u0131 entegrasyon zorluklar\u0131 olabilece\u011fini \u00f6ne s\u00fcrd\u00fc.<\/p>\n

Bununla birlikte, firma genel olumlu bak\u0131\u015f a\u00e7\u0131s\u0131n\u0131 koruyarak, Broadcom’un a\u011f ve yapay zeka altyap\u0131 bile\u015fenlerindeki g\u00fc\u00e7l\u00fc konumunu vurgulad\u0131.<\/p>\n

\n \n \n <\/use>\n <\/svg>\n Start Trading<\/span>\n <\/a>\n <\/div>\n \n

Microsoft Fiyat Hedefi Art\u0131\u015f\u0131 Al\u0131yor<\/h2>\n

Wedbush Securities, Microsoft’a y\u00f6nelik iyimser duru\u015funu g\u00fc\u00e7lendirerek fiyat hedefini 500 dolardan 550 dolara y\u00fckseltti ve teknoloji devine “\u00dcst\u00fcn Performans” notunu korudu.<\/p>\n

Firman\u0131n analistleri, Microsoft’un yapay zeka stratejisine olan g\u00fcvenlerini ifade ederek, \u015firketin “Yapay Zeka Devrimi’nin direksiyonunda sa\u011flam bir \u015fekilde oturdu\u011funu” belirtti. Wedbush, Microsoft’un Azure bulut platformunun ve yapay zeka yeteneklerinin entegrasyonunun \u00f6nemli b\u00fcy\u00fcme fakt\u00f6rleri oldu\u011funu vurgulad\u0131.<\/p>\n

Bu olumlu de\u011ferlendirme, Microsoft’un kurumsal m\u00fc\u015fteriler aras\u0131nda devam eden yapay zeka benimsemesinin \u00f6nde gelen yararlan\u0131c\u0131lar\u0131ndan biri olarak konumunu daha da sa\u011flamla\u015ft\u0131r\u0131yor.<\/p>\n

Bu analist revizyonlar\u0131n\u0131n g\u00f6sterdi\u011fi gibi, yapay zeka alan\u0131ndaki rekabet ortam\u0131 h\u0131zla geli\u015fmeye devam ediyor ve bu da yat\u0131r\u0131mc\u0131lar i\u00e7in bu dinamik sekt\u00f6rde hem f\u0131rsatlar hem de zorluklar yarat\u0131yor.<\/p>\n<\/div>\n"},"faq":null,"faq_source":{"label":"FAQ","type":"repeater","formatted_value":false}},"yoast_head":"\nAI Hisse De\u011ferlendirmelerinde B\u00fcy\u00fck De\u011fi\u015fiklikler: \u00d6nde Gelen Analistler Teknoloji Devlerini Yeniden De\u011ferlendiriyor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pocketoption.com\/blog\/tr\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI Hisse 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