Thursday’s Biggest Analyst Calls: Nvidia, Apple, Tesla, Microsoft, Broadcom, Salesforce, Amazon, Amd & More

Here are Thursday’s biggest calls on Wall Street:

Here’s a look at the biggest stock recommendations and rating changes making headlines today.

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RBC upgrades Leidos to Outperform from Sector Perform
RBC boosted its rating on defense contractor Leidos, citing strong leadership and business momentum. The firm highlighted ongoing strength in Leidos’ Health Services unit, solid positioning within defense programs, and growing confidence in CEO Tom Bell’s revised strategy.

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Bank of America reiterates Salesforce as Buy
Bank of America reaffirmed its bullish stance on Salesforce following earnings. Analysts noted that while second-quarter results don’t fully eliminate concerns about competition from Agentic AI, the company’s backlog remains healthy, growing 11% even before contributions from its AI-driven Agentforce platform.

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HSBC upgrades Copart to Buy from Hold
HSBC sees further upside for Copart, the online car auction giant. The firm expects slower volume growth to be temporary and believes the company has multiple levers such as margin expansion and buybacks to drive near-term earnings growth.

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Citi reiterates Nvidia as Buy
Citi continues to back Nvidia but warns the stock may pause after its impressive run.
The firm pointed to CEO Jensen Huang’s upcoming October 28 GTC keynote as the next potential catalyst for the chipmaker.

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Barclays initiates Ideaya Biosciences as Overweight
Barclays started coverage of Ideaya Biosciences with an Overweight rating and a $40 price target, signaling confidence in the biotech’s growth prospects.

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MoffettNathanson upgrades Apple to Neutral from Sell
Moffett upgraded Apple, easing its previously bearish stance.
The firm acknowledged that while Apple still trades above 30x forward earnings a premium for modest growth the resolution of key risks makes a sell rating based solely on valuation no longer justified.

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Evercore ISI reiterates Broadcom as Outperform
Evercore ISI raised its price target on Broadcom to $342 from $304, reiterating an Outperform rating.
Analysts expect solid fundamentals heading into Broadcom’s September 4 earnings report, though tempered by high investor expectations.

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Barclays reiterates Amazon as Overweight
Barclays maintained its Overweight view on Amazon, pointing to continued upside in its cloud business.
The firm sees roughly 200 basis points of potential upside to consensus estimates for AWS revenue growth in the fourth quarter of 2025.

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BMO reiterates Microsoft as Outperform
BMO remains bullish on Microsoft, calling it one of its top picks.
Analysts cited Microsoft’s wide-ranging portfolio including its dominant cloud business consistent execution, and fair valuation despite its premium pricing.

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Deutsche Bank issues Catalyst Call Buy on Mobileye
Deutsche Bank kept a long-term hold on Mobileye but added a near-term catalyst call buy.
The firm pointed to strong investor interest in the company’s autonomous driving efforts and expects a solid showing at the International Motor Show to lift sentiment.

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Evercore ISI upgrades Brinker to Outperform from In Line
Evercore ISI raised Brinker’s rating, expecting upside for the parent of Chili’s.
The firm also increased its price target to $210 from $190, supported by higher earnings projections.

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Morgan Stanley reiterates Apple as Overweight
Morgan Stanley remains positive on Apple ahead of its September 9 iPhone event.
The firm said conservative fiscal 2026 growth expectations could turn the launch into a meaningful catalyst.

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Jefferies initiates Entergy as Buy
Jefferies initiated coverage of utility company Entergy with a Buy rating.
Analysts highlighted its strong positioning as an “AI load play,” forecasting 11–15% EPS growth from 2024 to 2030, outpacing every utility peer and exceeding consensus by 7–11% in later years.

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Wolfe reiterates Tesla as Peer Perform
Wolfe Research maintained a neutral stance on Tesla, noting that 2026 could bring challenges.
The firm sees an uncertain outlook as the company faces a difficult operating environment.

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Seaport downgrades AMD to Neutral from Buy
Seaport Global lowered its rating on Advanced Micro Devices, citing concerns about slowing momentum in its AI accelerator business.
After recent supply chain checks, analysts believe AMD may struggle to meet lofty expectations this year, leading them to reduce estimates and cut the stock to Neutral.

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Today’s analyst calls highlight a broad mix of optimism and caution across sectors from tech heavyweights like Nvidia, Apple, and Microsoft, to defense names like Leidos, and consumer plays such as Brinker. For investors, these updates provide insight into where Wall Street sees opportunities and where risks may be emerging.

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