Tuesday’s Biggest Analyst Calls: Nvidia, Apple, Tesla, Oracle, Amazon, Netflix, Coreweave, JPMorgan, & More

Here are the biggest calls on Wall Street on Tuesday:

‍

TD Cowen Maintains Amazon as a Buy
TD Cowen reiterated its bullish stance on Amazon, increasing the stock’s price target from $240 to $250 ahead of the company’s second-quarter results. Analysts expect Amazon to outperform consensus expectations for Q2 2025 and to issue a strong forecast for Q3.

‍

Raymond James Upgrades PNC
PNC Financial Services received an upgrade from Raymond James, moving from “Market Perform” to “Outperform.” The firm cited recent positive commentary from an investor event and increased its earnings per share estimates. It now sees a price target of $220 for the regional bank, reflecting optimism in its positioning.

‍

Wells Fargo Reaffirms Alphabet with Slight Price Target Bump
Wells Fargo maintained its “Equal Weight” rating on Alphabet while nudging its price target slightly higher, from $175 to $177. The firm expects a rebound in Alphabet’s second-quarter search revenue and paid clicks, which may momentarily ease concerns about competitive threats and market disruption.

‍

Wells Fargo Also Backs Meta
Meta Platforms continues to earn strong support from Wells Fargo, which reiterated its “Overweight” rating and raised its price target substantially—from $664 to $783. The analysts credited Meta’s solid business fundamentals, improved ad spending, and its leadership’s proactive moves in artificial intelligence development.

‍

Deutsche Bank Upgrades General Dynamics
Deutsche Bank gave General Dynamics a lift, upgrading it from “Hold” to “Buy.” They praised the defense contractor’s relatively strong earnings and free cash flow growth, superior balance sheet, and lower program risk compared to industry peers. The firm also noted that the company’s valuation remains attractive.

‍

TD Cowen Remains Bullish on Netflix
Netflix is still a favorite at TD Cowen, which kept its “Buy” rating while boosting the price target to $1,440 from $1,325. The firm believes Netflix is well-positioned going into the latter half of 2025, which features a highly anticipated content slate.

‍

Bernstein Initiates Bilibili with Outperform
Bernstein began coverage of Bilibili with an “Outperform” rating, predicting a new multi-year growth phase for the Chinese video-sharing platform. Analysts believe the market is underestimating the company’s ability to monetize its core video and advertising operations.

‍

KeyBanc Lifts Sunrun to Sector Weight
KeyBanc upgraded solar firm Sunrun from “Underweight” to “Sector Weight.” While it acknowledged the company’s exposure to regulatory risks, it sees the immediate threat easing. Combined with industry consolidation—partly due to a competitor’s bankruptcy—KeyBanc believes the outlook has stabilized in the short term.

‍

Stifel Downgrades CoreWeave
Stifel downgraded CoreWeave from “Buy” to “Hold” amid concerns over its acquisition of Core Scientific. The deal, valued at $20.40 per diluted share, will be financed entirely through a fixed stock exchange ratio of 0.1235, raising uncertainty about its execution.

‍

Loop Capital Lowers Rating on Shake Shack
Shake Shack was downgraded from “Buy” to “Hold” by Loop Capital, which kept its $127 price target intact. The downgrade stems primarily from valuation, with the stock trading at around 25 times the firm’s 2025 enterprise value to EBITDA estimate.

‍

HSBC Takes a Cautious Stance on Major Banks
Following a strong rally, HSBC adopted a more reserved outlook on big banks. It downgraded Goldman Sachs and JPMorgan from “Hold” to “Reduce,” while also moving Bank of America down from “Buy” to “Hold.”

‍

Bernstein Still Positive on Nvidia
Bernstein reaffirmed its “Outperform” rating on Nvidia, emphasizing the enormous potential of its data center business. The firm believes the opportunity is still in its early stages and offers substantial upside.

‍

Barclays Upgrades National Vision Holdings
National Vision Holdings received an upgrade from Barclays, which shifted its rating from “Equal Weight” to “Overweight.” Barclays cited the company’s broader customer reach and increased use of remote eye exams as factors contributing to growth.

‍

Morgan Stanley Continues to Favor Tesla
Morgan Stanley reiterated Tesla as one of its top picks with an “Overweight” rating. However, the firm noted the potential distraction from Elon Musk’s political interests could apply pressure to the stock in the short term.

‍

TD Cowen Upgrades Capital One
Capital One was upgraded by TD Cowen from “Hold” to “Buy,” highlighting its history of strong performance in credit cards and continued market share growth. The firm also pointed to the potential for meaningful capital returns.

‍

Mizuho Initiates Vital Farms with Outperform
Mizuho began covering Vital Farms with an “Outperform” rating and a $45 price target, citing the egg producer’s favorable market position.

‍

Raymond James Elevates Parsons to Strong Buy
Defense and security firm Parsons received a double upgrade from Raymond James, moving from “Market Perform” to “Strong Buy.” The analysts noted opportunities in FAA contracts, missile defense, and nuclear initiatives, and expect steady growth in non-confidential projects.

‍

Bernstein Raises Oracle Price Target
Oracle retained its “Outperform” rating at Bernstein, which lifted the price target from $225 to $269. The firm praised Oracle’s steady presence in uncertain economic times and sees growing investor confidence in its longer-term growth prospects.

‍

UBS Upgrades KeyCorp to Buy
UBS moved regional bank KeyCorp from “Neutral” to “Buy,” citing its strong capital base, solid loan growth, and likely earnings upgrades. Analysts also see room for valuation multiples to expand.

‍

KeyBanc Reaffirms Apple as Sector Weight
Apple remained rated “Sector Weight” at KeyBanc. The firm raised estimates for the third fiscal quarter but lowered expectations for the fourth, choosing to maintain a balanced view on the tech giant.