Thursday’s Biggest Analyst Calls: Nvidia, Tesla, Palantir, Broadcom, Mcdonald’s, Micron, Coreweave, Roku & More

Here are Thursday’s biggest calls on Wall Street:

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BMO Bullish on TransUnion

BMO Capital Markets launched its coverage of credit reporting agency TransUnion with an Outperform rating, citing the company as its top choice within the information services sector. The firm sees strong potential for growth in TransUnion’s business model and labeled it a “best idea.”

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Guggenheim Sees Upside in Equinix

Equinix, a data center services provider, was initiated with a Buy rating from Guggenheim. Analysts believe the recent dip in the stock price has opened a good entry point for investors. The firm set a target price of $933, suggesting confidence in a rebound from the recent pullback.

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Goldman Sachs Starts Coverage on Semiconductor Names

Goldman Sachs began coverage of Lam Research and Seagate, assigning both a Buy rating. The bank expects relatively “stable” revenue trends for these companies through 2026, even though the market outside of China has been in a mild downturn since 2022. Goldman remains cautiously optimistic, projecting slow but steady performance moving forward.

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AI Optimism Fuels Nvidia and Broadcom Ratings

Goldman Sachs also initiated coverage of Nvidia and Broadcom with a Buy rating, saying both companies are in prime position to benefit from rising AI spending. While monetization is still developing, early revenue signs and cost savings justify further investment, the firm said. Goldman sees continued growth as AI-related capital expenditures increase.

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Micron Gets a Thumbs-Up from Deutsche Bank

Deutsche Bank began its coverage of Micron Technology with a Buy rating and a price target of $150. Analysts believe Micron is well-positioned for gains, supported by both short-term cyclical trends and longer-term secular drivers.

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First Solar Gains from U.S. Policy Support

Deutsche Bank also issued a catalyst call buy rating for First Solar, citing recent favorable U.S. policy decisions, including clarity on the Inflation Reduction Act. The firm sees First Solar as a key beneficiary of the newly passed "One Big Beautiful Bill" from July 3rd, which supports clean energy initiatives.

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Texas Instruments Earns a Buy Rating

Texas Instruments received a Buy rating from Goldman Sachs, which forecast a rebound in free cash flow per share during the broader semiconductor industry recovery. The firm placed a 12-month price target of $255 on the stock.

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McDonald’s Upgraded on Product Strategy

Goldman Sachs upgraded McDonald’s from Neutral to Buy, with a $345 price target, suggesting roughly 18% upside. The bank pointed to the fast-food giant’s increased focus on value meals and product innovation in response to budget-conscious consumers.

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Tesla Remains Underweight at Wells Fargo

Tesla continues to hold an Underweight rating from Wells Fargo. The firm noted concerns about softening demand, reduced delivery growth, and less impactful price cuts that may hinder the electric vehicle maker's momentum.

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Amrize Earns Outperform Rating from Bernstein

Bernstein began coverage on Amrize, a construction firm, assigning an Outperform rating and a $62 price target. The firm is optimistic about the company's future growth prospects.

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Trex Upgraded by Baird

Trex, which makes building products, was upgraded to Outperform from Neutral by Baird. Analysts cited consistent consumer demand and stable sell-through figures as the rationale for the upgrade.

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Roku Rated Overweight by KeyBanc

KeyBanc upgraded Roku to Overweight with a $115 price target. The bank pointed to Roku’s improving advertising innovation, cost efficiency efforts, and effective partnership strategies that could drive platform growth.

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Oracle Upgraded by Piper Sandler

Oracle was upgraded to Overweight by Piper Sandler. Analysts highlighted increasing enterprise demand and noted that the company’s alignment with OpenAI-related growth adds another driver to its future prospects.

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Alphabet Still a Favorite at Evercore

Alphabet retained its Outperform rating from Evercore ISI, which described it as one of the firm’s top picks. They were pleased with Q1 earnings and expect Q2 to maintain similar positive trends, citing revenue acceleration and margin improvement.

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Meta’s Target Price Boosted by Bank of America

Bank of America reiterated its Buy rating on Meta and lifted its price target to $765. Analysts highlighted Meta’s $3.5 billion investment in eyewear company EssilorLuxottica as a move that could deepen its role in smart glasses development.

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Amazon’s Prime Day Looks Promising

Telsey Advisory Group maintained its Outperform rating on Amazon, noting that early signs from Prime Day indicate a strong value proposition that may help the company further expand market share.

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Deutsche Bullish on Cinemark

Deutsche Bank initiated Cinemark with a Buy rating and a $36 target. The firm said the theater chain’s broad presence in both the U.S. and Latin America gives it an edge for box office growth.

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AMD Upgraded by HSBC

Advanced Micro Devices (AMD) was upgraded to Buy from Hold by HSBC. The firm cited improved AI prospects, raising its 2026 revenue forecast for AMD’s AI segment by over 50% compared to consensus due to strong demand for its MI350 series.

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Carlyle Group Upgraded by Citi

Citi boosted its rating on Carlyle Group to Buy, seeing strong momentum in fundraising across credit, private wealth, insurance, and other areas. The firm also raised forward earnings estimates.

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Palantir Target Lifted by Wedbush

Palantir received a price target hike from Wedbush—from $140 to $160—as the firm grows more confident in the company's AI strategy and sees the bull case playing out in the next year.

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Netflix Price Target Raised by Morgan Stanley

Netflix had its price target increased to $1,450 from $1,200 by Morgan Stanley. The firm noted that generative AI tools could help the streaming giant cut content production costs significantly.

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CoreWeave Downgraded on Valuation

Needham downgraded CoreWeave from Buy to Hold, citing a high valuation. The stock is trading at 41 times the firm’s projected 2026 EBIT, which Needham sees as excessive.

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Synovus Upgraded by Wells Fargo

Synovus, a commercial bank, was upgraded to Overweight by Wells Fargo, which raised its price target to $62. The bank cited expected benefits from repricing assets, growing loans, hedge strategies, and tight expense control.

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Coinbase Downgraded to Sell

Coinbase was double-downgraded by H.C. Wainwright from Buy to Sell based on valuation concerns. The firm sees the current stock price as unjustified.

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Lockheed Martin Downgraded by TD Cowen

TD Cowen downgraded Lockheed Martin from Buy to Hold with a $480 target. The firm mentioned challenges with its F-35 program and broader execution concerns as reasons for caution in the near term.

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