Tuesday’s Biggest Analyst Calls: Apple, Nvidia, Tesla, Amazon, Meta, Disney, Mcdonald’s & More

Here are Tuesday’s biggest calls on Wall Street:

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Cantor Fitzgerald Begins Coverage on Eli Lilly with Bullish View
Cantor Fitzgerald launched coverage on Eli Lilly with an “Overweight” rating and a 12-month price target of $975. The firm believes the biopharmaceutical company remains well-positioned to benefit from the growing demand in the obesity treatment market.

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Morgan Stanley Maintains Overweight Rating on Apple
Despite a challenging economic backdrop, Morgan Stanley kept its “Overweight” rating on Apple. The firm highlighted encouraging results from its March 2025 U.S. iPhone survey, noting stronger-than-expected interest in Apple Intelligence features, a record number of consumers planning to upgrade within the next year, and enthusiasm for potential foldable or slimmer iPhone models.

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Deutsche Bank Stays Neutral on Nvidia, Cuts Price Target
Deutsche Bank reiterated its “Hold” stance on Nvidia but reduced its price target from $135 to $125 per share. While Nvidia’s discounted valuation and reduced exposure to China offer some appeal, Deutsche expressed concern over the long-term sustainability of AI-related capital expenditures amid intensifying global trade tensions.

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Goldman Sachs Downgrades Macy’s
Goldman Sachs lowered its rating on Macy’s from “Buy” to “Neutral,” citing a series of headwinds including slowing GDP growth, inflation, and potential tariff risks. Although the firm acknowledged the retailer’s ongoing growth efforts, it believes broader macroeconomic challenges could outweigh them.

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Citi Upgrades Brazilian Fintechs StoneCo and PagSeguro
Citi upgraded both StoneCo and PagSeguro from “Neutral” to “Buy,” raising their 12-month price targets to $15 and $10, respectively. The firm believes both companies are gaining market share in Brazil’s digital payment sector.

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Jefferies Starts Coverage on Sonoco as Buy
Jefferies initiated coverage on packaging company Sonoco with a “Buy” rating. The firm pointed to the completion of a significant business transformation that began in 2020, including mergers, acquisitions, and divestitures that have boosted margins and free cash flow, but kept valuations suppressed.

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Bank of America Upgrades Sportradar
Bank of America upgraded Sportradar from “Underperform” to “Buy,” raising its price objective from $12 to $28. The firm sees the sports data and betting company as well-positioned for growth in the expanding global sports entertainment space.

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Baird Boosts Verra Mobility to Outperform
Baird upgraded Verra Mobility from “Neutral” to “Outperform,” calling it a strong company with a solid competitive moat. While acknowledging some macro uncertainties, especially around travel trends, the firm sees long-term potential in Verra’s traffic technology business.

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Needham Reiterates Buy on Disney Ahead of Earnings
Needham maintained its “Buy” rating on Disney ahead of its earnings release on May 7. Analysts are particularly interested in the impact of geopolitical tensions and tariffs on global theme park traffic, cruise bookings, and the company’s streaming subscriber retention.

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Wells Fargo Selects McDonald’s as a Top Pick
Wells Fargo identified McDonald’s as one of its top investment ideas ahead of the company’s May 1 earnings report. While first-quarter performance was mixed, the firm sees improving sentiment thanks to product innovation and strong defensive qualities.

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UBS Begins Coverage on Gulfport Energy with Buy Rating
UBS initiated coverage of Gulfport Energy with a “Buy” rating and a $215 price target, expressing confidence in the company's positioning within the energy sector.

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Bank of America Starts CoreWeave as Buy
Bank of America initiated coverage on AI-focused cloud company CoreWeave with a “Buy” rating and a $42 price objective. The firm noted CoreWeave’s platform is purpose-built to support AI workloads and positions it to take market share.

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Barclays Downgrades Texas Instruments
Barclays lowered its rating on Texas Instruments from “Equal Weight” to “Underweight,” arguing that analysts’ expectations for revenue and margins are overly optimistic given geopolitical uncertainties.

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Wells Fargo Cuts UPS to Equal Weight
Wells Fargo downgraded UPS from “Overweight” to “Equal Weight” and dropped its price target to $98, citing concerns about declining domestic shipping volumes and a more difficult outlook for managing its Amazon-related business.

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Bernstein Downgrades eBay on Tariff Concerns
Bernstein cut its rating on eBay from “Outperform” to “Market Perform,” pointing to weak performance data in the first quarter and heightened tariff-related risks.

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Mixed Views on Tesla Before Earnings
Morgan Stanley reiterated its “Overweight” rating on Tesla, expecting Tuesday’s earnings to focus on narrow margins, cash flow challenges, and CEO engagement. Meanwhile, Bank of America maintained a “Neutral” rating but lowered its price target to $305 from $380, noting the company’s U.S. manufacturing footprint could cushion tariff impacts.

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Bernstein Cuts Kraft Heinz to Market Perform
Bernstein downgraded Kraft Heinz to “Market Perform,” stating the company is losing market share across several key legacy brands.

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Goldman Sachs Maintains Buy on Amazon, Lowers Target
Goldman Sachs kept its “Buy” rating on Amazon but reduced its price target from $255 to $220. The firm remains optimistic about Amazon’s long-term growth, driven by exposure to both consumer internet and cloud computing.

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Roth MKM Reiterates Buy on Meta
Roth MKM reaffirmed its “Buy” rating on Meta Platforms, though it lowered its price target from $730 to $580 ahead of earnings. The firm cited catalysts like AI innovations and possible changes in spending guidance for 2025.

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JPMorgan Downgrades Comerica
JPMorgan cut its rating on Comerica from “Neutral” to “Underweight,” citing a weak growth outlook for 2025 and a valuation that looks expensive given the challenges.

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Piper Sandler Begins Coverage of Bristol-Myers Squibb as Overweight
Piper Sandler initiated coverage on Bristol-Myers Squibb with an “Overweight” rating and a $65 price target, saying the company is in the process of reinventing itself.

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HSBC Downgrades UnitedHealth to Hold
HSBC downgraded UnitedHealth from “Buy” to “Hold,” stating that while first-quarter results were strong, underlying cost trends—previously masked by deductible timing—pose risks ahead.

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