Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Just For You
GPU Prices Are Surging—3 Ways to Play the AI Chip ShortageReported by Thomas Hughes. Article Published: 4/14/2026. 
Key Points
- GPU rental pricing is surging as capacity limits cap supply, and demand continues to grow.
- GPU-as-a-Service providers are well-positioned in this environment, but are not the only ones to benefit.
- GPU and memory makers are also poised to see their revenue and earnings spike.
- Special Report: Elon Musk already made me a “wealthy man”
AI bubble or not, demand trends suggest the bubble keeps growing with no end in sight. The news in early April is that GPU rental prices are skyrocketing, underpinning a robust outlook for GPU-as-a-Service providers. This group spans a diverse array of businesses that all own or have access to NVIDIA (NASDAQ: NVDA) AI-capable GPU clusters at scale, rent them on an on-demand or long-term basis, and benefit from dynamic pricing. Dynamic pricing here means demand-supply imbalances that give providers pricing power. For investors, that translates into a stronger revenue and earnings outlook—key drivers of higher stock prices. Reports show H100 and H200 pricing up roughly 40% as of March, while pricing for newer Blackwell and upcoming Vera Rubin models rose 50% or more in April. Demand is so intense that operators are increasingly favoring longer-term, highly visible contracts over short-term on-demand business so they can better leverage capital markets, invest in growth, and expand.
For a moment…
Forget about Trump’s ties to Israel.
Forget about reports of Iran’s nuclear program.
Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason. Click here to find out what it is.
That demand is also reflected in delayed plans from major AI labs and hyperscalers. A lack of capacity is behind many postponements, strengthening the outlook for data center infrastructure, GPUs, and the GPU-as-a-Service industry. The primary bottleneck is training: persistent capacity shortages—especially for inference—are impairing the training of large models. At the root of the problem is HBM memory. HBM is critical to AI GPUs, since each GPU requires numerous HBM stacks and each stack uses multiple chips. Although HBM capacity is ramping, meaningful relief is not expected until well into 2027. Play #1: Memory Chip MakersMemory sits at the center of the GPU shortage, and Micron (NASDAQ: MU) is among the best-positioned suppliers. Micron's HBM modules are considered top-tier for AI modeling and inference, and the company is well advanced on expansion projects to improve its supply chain and expand its domestic footprint. Many of those projects are expected to come online in 2027 and later. Until then, revenue and earnings are accelerating at high triple-digit rates, and estimates are moving higher—backed by tight supplies and rising prices, with Micron reportedly sold out of HBM through 2027. 
Micron’s analyst sentiment is strong. MarketBeat tracks 37 analysts—sufficient for a high-conviction rating—and coverage has been increasing, with the consensus rating at Buy. That bias is clear: roughly 90% of ratings are Buy or higher. As of mid-April the consensus price target implied only about 10% upside, but more recent targets suggest at least 20% upside from the key resistance level near $450. Play #2: GPU Chip Makers (That Aren’t NVIDIA)NVIDIA is well positioned to ramp production and capture revenue, but it may not be the only—or best—investment option. Advanced Micro Devices (NASDAQ: AMD), while historically behind NVIDIA on some fronts, is on the verge of launching a new product line that includes rack-scale solutions and the software stack to run them. AMD’s open-source system is designed to compete directly with NVIDIA’s CUDA, positioning it to take share in the data center market. Its chips are viewed as particularly efficient for inference and are expected to deliver notable cost savings. That could drive rapid product sell-through and help boost the broader data center and GPU-as-a-Service markets over time. 
Companies that have announced deals for MI450 products include Meta Platforms (NASDAQ: META), OpenAI, and Oracle (NASDAQ: ORCL). Each plans to use the GPUs to power high-capacity compute centers for AI training and inference. Analysts are constructive, expecting revenue growth to accelerate sequentially over the next four to six quarters and are raising price targets ahead of AMD's fiscal Q2 2026 earnings. MarketBeat shows 40 analysts covering AMD, a Moderate Buy consensus, and potential upside in the 20%–55% range. Play #3: GPU-as-a-Service ProvidersGPU-as-a-Service providers are clear beneficiaries of rising pricing, which directly lifts revenue and earnings. Names to watch include CoreWeave (NASDAQ: CRWV), Applied Digital (NASDAQ: APLD), Nebius Group (NASDAQ: NBIS), and IREN Limited (NASDAQ: IREN). Each company has unique attributes; CoreWeave may be the best positioned with more than 30 data centers across the U.S. and Europe, though the others also stand to gain. 
The chief challenge for these companies is the capital-intensive buildout required to scale capacity—funded largely with debt and, in some cases, equity dilution. That said, swelling backlogs mitigate some execution risk. Nebius Group is a prime example: its total liabilities are expected to approach $8 billion by early 2026, but the company is supported by a backlog reportedly exceeding $45 billion, providing revenue visibility as it expands. |
Post a Comment
Post a Comment