Observed Signal · Aug 28, 2026 · Earnings Report · Source: CNBC Investing · Impact: 1/5 · Sentiment: Neutral
Friday’s Biggest Analyst Calls: Nvidia, SpaceX, Tesla, Amazon
CNBC published a roundup of major Wall Street analyst actions on August 28, 2026, listing rating initiations, upgrades, reiterations and price-target changes across multiple public companies. Highlights include Stifel initiating The Metals Royalty Company as a buy, Evercore ISI reiterating SpaceX and Nvidia as outperform, CLSA upgrading Baozun, and Bank of America raising its price target on Affirm and reiterating buys on Marvell, Tesla and Burlington. Evercore also raised its Amazon price target following an annual retail survey that noted positive signals for Agentic AI in retail. The article is a daily compilation of analyst notes rather than a single corporate announcement.
Routine daily roundup of analyst ratings, initiations and target changes across multiple public companies; limited direct impact on the AdTech/MarTech industry.
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Key Takeaways & Evidence Grounding
- Published August 28, 2026 (CNBC).
- Stifel initiated The Metals Royalty Company as a buy.
- Evercore ISI reiterated SpaceX and Nvidia as outperform, citing the partnership and SpaceX AI’s early Vera customer cohort.
- CLSA upgraded Baozun to outperform and raised its target to US$3.80 from US$3.20.
- Bank of America raised its price target on Affirm to $104 per share and reiterated Affirm, Marvell, Tesla and Burlington as buys.
Connected Companies & Entities
9 Entities mapped“Evercore ISI reiterates SpaceX and Nvidia as outperform Evercore said it’s bullish on the partnership between the two companies....”
“Evercore ISI reiterates SpaceX and Nvidia as outperform Evercore said it’s bullish on the partnership between the two companies....”
“Evercore ISI reiterates Amazon as outperform Evercore raised its price target on the stock to $355 per share from $315 following the firm’s ...”
“Bank of America reiterates Tesla as buy The firm said its checks show Tesla robotaxis are well positioned for pricing but with longer waitin...”
“Evercore ISI reiterates SpaceX and Nvidia as outperform Evercore said it’s bullish on the partnership between the two companies....”
“Bank of America reiterates Affirm as buy Bank of America raised its price target on Affirm to $104 per share from $93 following earnings....”
“Bank of America reiterates Affirm as buy Bank of America raised its price target on Affirm to $104 per share from $93 following earnings....”
“Bank of America reiterates Burlington as buy Bank of America said Burlington is a share gainer....”
“Bank of America reiterates Marvell as buy Bank of America said Marvell has “rare accelerating growth” following earnings....”
Ontology Mapping & Concepts
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Thursday's Biggest Analyst Calls: Nvidia, Tesla, Amazon
A CNBC roundup of Wall Street analyst actions published April 23, 2026 lists rating changes and price-target updates across multiple large-cap and smaller companies. Highlights include Bank of America reiterating Tesla as a Buy, TD Cowen reiterating Nvidia as a Buy despite Google unveiling competing AI chips, UBS raising its Berkshire Hathaway price target to $581, and Bernstein raising Amazon’s price target to $300. Other notable moves: Raymond James upgraded On Holding to Strong Buy, HSBC initiated Oklo as Buy, Morgan Stanley downgraded CSX, Bank of America reiterated IBM and Alphabet as Buys, and Bank of America upgraded Texas Instruments to Buy following earnings. Rosenblatt upgraded SiriusXM to Buy and cited a new commercial relationship naming SiriusXM as the exclusive advertising representative for YouTube audio inventory in the U.S.
Top Wall Street Analyst Calls: Nvidia, SpaceX, Tesla
A CNBC roundup lists major Wall Street analyst actions published July 9, 2026, including reiterations, initiations, upgrades and downgrades across technology, industrials, retail and materials stocks. Highlights: Citi reiterated buy ratings for Nvidia and SpaceX; Goldman Sachs upgraded Toast to Buy and initiated coverage of Comfort Systems; William Blair initiated Advanced Micro Devices as Market Perform; Bank of America added Meta to its US1 best-ideas list; Deutsche Bank reiterated MP Materials as Buy while lowering its price target. Several firms (RBC, Baird, Mizuho, Wolfe, JPMorgan, Cantor Fitzgerald) also initiated or changed ratings on companies including Waters, Cohu, Applied Materials, Intuitive Surgical, Five Below, American Tower, Stellantis, Merlin, Perimeter Solutions and CECO Environmental. The piece is a market-focused summary of analyst views rather than new corporate developments.
Friday's Biggest Analyst Calls: Nvidia, Apple, Tesla, Coinbase
A CNBC roundup (published June 5, 2026) summarizes major Wall Street analyst calls and rating changes across a broad set of companies. Banks and brokerages made new initiations, upgrades, downgrades and price-target changes: Bank of America reiterated Nvidia as a Buy after management meetings; JPMorgan added a positive catalyst watch on Qualcomm and upgraded Chipotle to overweight; Deutsche Bank raised its Robinhood price target following the June 4 launch of a new prediction exchange called Rothera; Baird labeled Coinbase a "Bearish Fresh Pick" while keeping it neutral; and several firms including Goldman Sachs, UBS, Evercore ISI, Roth and Citi initiated or upgraded coverage on companies ranging from Concentra and Sotera Health to FormFactor and Shattuck Labs. The article lists many other analyst actions and price-target updates across sectors including semiconductors, consumer, biotech and fintech.
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