Observed Signal · Apr 23, 2026 · Analyst Ratings · Source: CNBC Investing · Impact: 1/5 · Sentiment: Neutral
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.
Routine compilation of analyst ratings and price-target changes; limited direct impact on the AdTech/MarTech industry.
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Key Takeaways & Evidence Grounding
- Bank of America reiterated Tesla shares as Buy following Tesla's recent earnings.
- TD Cowen reiterated Nvidia as Buy despite Google unveiling competing AI training and inference chips.
- UBS raised its price target on Berkshire Hathaway to $581 per share from $578.
- Bernstein raised its price target on Amazon to $300 per share from $265.
- Rosenblatt upgraded SiriusXM to Buy and noted SiriusXM was named the exclusive advertising representative for YouTube audio advertising inventory in the U.S.
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Thursday's Biggest Analyst Calls: Nvidia, Apple, Netflix
Evercore ISI reiterated an outperform rating on Apple and raised its 12-month price target to $365 from $330, an 11% increase that the firm says implies roughly 22% upside from the prior close. Analyst Amit Daryanani argued Apple has overcome near-term memory chip constraints and that its services ecosystem (Apple Music, Apple TV+, iCloud, Apple Pay) plus upcoming high-end iPhones — including a planned foldable model — should sustain revenue and margin expansion. Evercore also cited potential monetization opportunities from an Apple Intelligence AI launch this fall that could create asymmetric upside without hyperscaler-level capex. The note aligns with broader Wall Street sentiment: LSEG data shows 33 of 48 analysts rate Apple a buy or strong buy. The stock has recently traded strongly, rising about 15.5% over the past month.
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.
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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