Rivian Automotive Inc. (RIVN) has received a reaffirmed Buy rating from Stifel, with the price target raised to $18 from $16. The analyst's optimism is driven by Rivian's progress toward key milestones, including achieving positive gross profit in the first quarter of 2025 and the fourth quarter of 2024, as well as the upcoming R2 launch, cost reductions, and funding visibility. Nebius Group (NBIS) also saw its Buy rating maintained by DA Davidson, with the price target increased to $35 from $30. This adjustment reflects the revaluation of ClickHouse, in which Nebius holds a 28% stake now valued at $1.68 billion, contributing an additional $5 per share to the target. Khosla Ventures is expected to lead a new funding round for ClickHouse, targeting a $6 billion valuation. Astera Labs (ALAB) was upgraded to Overweight from Equal Weight by Morgan Stanley, with a price target of $99. The upgrade is based on attractive AI leverage and growth vectors, including continued hyperscale capex, with the valuation seen as a compelling entry point following a recent stock pullback. Quantum Computing Inc. (QBTS) had its price target raised to $14 from $8 by Benchmark, maintaining a Buy rating. This follows comments from CEO Baratz on D-Wave's quantum supremacy demonstration and the long lead time sales cycles for their systems, which range from $20 to $40 million per unit. Lucid Group Inc. (LCID) received a Hold rating reaffirmation from Stifel, with the price target maintained at $3.00. The analyst highlighted cost optimization efforts and the potential future catalyst of the Gravity model, though near-term cash burn and margins remain concerns.