Bank of America Research Sees Memory Markets Tightening in 2027

Bank of America grew more positive on memory after meetings with Micron executives, as the company’s management increasingly sees memory markets tightening in 2027 and 2028 compared with 2026. Separate Bank of America stock views addressed Salesforce, Uber Technologies, Take-Two Interactive and Aramark ahead of quarterly reports.

Bank of America analyst Tal Liani double-upgraded Salesforce to Buy from Underperform. Salesforce shares are down 13% in 2026. Liani pointed to the company’s enterprise artificial intelligence products and improving momentum in net new annual order value and Slack as factors supporting a return to faster growth in coming quarters.

Take-Two Interactive shares have fallen 25% this year. Bank of America analyst Omar Dessouky sees the Nov. 19 release of GTA 6 and an expected GTA Online launch in the first quarter of 2027 as potential sources of monetization growth. Take-Two is scheduled to report earnings Nov. 9.

Uber shares are down 20% year to date. Bank of America analyst Justin Post identified the company’s U.S. autonomous-vehicle supply plans as a key subject for its third-quarter call, citing reported vehicle ramps by Waymo and Tesla Cybercab. Uber is due to report Nov. 4.

Uber and Nvidia plan to deploy robotaxis powered by Nvidia software in 28 cities by 2028. Post pointed to that partnership as a possible factor in making Uber’s future U.S. autonomous-vehicle supply pipeline more visible.

Bank of America also described Aramark’s client growth and deleveraging as supports for a stock momentum case. The bank cited executive changes made in 2019 and efforts to strengthen sales as part of that view.