Observed Signal · May 28, 2026 · Analyst Calls · Source: CNBC Investing · Impact: 2/5 · Sentiment: Neutral
Thursday's Biggest Analyst Calls on Major Stocks
A CNBC roundup published May 28, 2026 lists major Wall Street analyst actions for the day. Highlights include Morgan Stanley reiterating Tesla as equal weight while noting signs of expanded robotaxi operations; Bernstein reiterating Nvidia as outperform; Wolfe Research reiterating Meta as outperform and raising long-term subscription revenue and operating income estimates; Deutsche Bank sharply raising Marvell's price target after earnings; and Bank of America raising its Snowflake price target following strong quarterly results. The piece compiles multiple upgrades, reiterations and initiations from firms including Oppenheimer, Wells Fargo, Jefferies, Barclays, Mizuho, JPMorgan, BMO and others across technology, industrials, retail and infrastructure names.
Consolidates multiple analyst upgrades, reiterations and initiations across major technology and industrial companies; useful for market and investor sentiment but not a single industry‑shifting announcement.
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Key Takeaways & Evidence Grounding
- Morgan Stanley reiterated Tesla as equal weight and reported survey signals of expanding robotaxi operations.
- Bernstein reiterated Nvidia as outperform, citing a large and early datacenter opportunity.
- Wolfe Research reiterated Meta as outperform and revised Meta subscription revenue and operating income estimates to $16B and $13B by 2030.
- Deutsche Bank raised its price target for Marvell to $240 per share from $120 following earnings.
- Bank of America raised its price target for Snowflake to $300 per share from $205 after F1Q27 results.
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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.
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.
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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