Observed Signal · Jul 7, 2026 · Analyst Ratings · Source: CNBC Investing · Impact: 1/5 · Sentiment: Neutral
Wall Street Analyst Calls: SpaceX, Nvidia, Apple, Shopify
A CNBC roundup lists major Wall Street analyst actions published July 7, 2026. Highlights include Deutsche Bank upgrading First Solar to buy, KeyBanc reiterating Nvidia as overweight, JPMorgan reiterating Apple as overweight with a higher price target, Morgan Stanley initiating coverage of SpaceX as overweight, and Bank of America upgrading Figma and reinstating Shopify as buys. The piece compiles multiple initiations, upgrades and reiterations across sectors — energy, semiconductors, consumer tech, cloud and automotive — reflecting analysts’ views on growth, AI positioning and company-specific catalysts.
Routine compilation of analyst upgrades, initiations and reiterations across multiple public companies; limited direct impact on AdTech/MarTech infrastructure or policy.
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Key Takeaways & Evidence Grounding
- Deutsche Bank upgraded First Solar to buy from hold.
- KeyBanc reiterated Nvidia as overweight, saying the stock remains best positioned.
- JPMorgan reiterated Apple as overweight and raised its price target to $345 per share from $325.
- Morgan Stanley initiated SpaceX as overweight, saying the company has plenty of upside.
- Bank of America upgraded Figma to buy from neutral and reinstated Shopify as a buy.
Connected Companies & Entities
13 Entities mapped“JPMorgan reiterates Apple as overweight The firm raised its price target to $345 per share from $325 in Apple....”
“Bank of America reinstates Shopify as buy Bank of America said the company is ready for the next phase of growth....”
“Morgan Stanley initiates SpaceX as overweight Morgan Stanley said in its initiation of SpaceX that the company has plenty of upside....”
“Deutsche Bank upgrades First Solar to buy from hold Deutsche said shares are compelling....”
“Bank of America upgrades Figma to buy from neutral Bank of America reinstated coverage and upgraded the stock saying it’s too attractive to ...”
“Bank of America upgrades Figma to buy from neutral Bank of America reinstated coverage and upgraded the stock saying it’s too attractive to ...”
“Goldman Sachs upgrades Rentokil to buy from neutral Goldman said it sees solid growth for the business services company....”
“Morgan Stanley initiates SpaceX as overweight Morgan Stanley said in its initiation of SpaceX that the company has plenty of upside....”
“Barclays initiates American Healthcare REIT as overweight Barclays said the senior housing REIT is well positioned....”
“RBC reiterates Tesla as outperform RBC raised its price target to $500 per share from $475....”
“RBC reiterates Tesla as outperform RBC raised its price target to $500 per share from $475....”
“Barclays initiates Wise as overweight Barclays said the company is firing on all cylinders....”
Ontology Mapping & Concepts
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