Friday’s Biggest Analyst Calls: Tesla, NVIDIA, Robinhood, Microsoft, Deere, Amazon, McDonald's & More

Here are Friday’s biggest calls on Wall Street:

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Morgan Stanley Maintains Tesla as a Top Pick
Analyst Adam Jonas reaffirmed his support for Tesla, despite recent swings in the stock. He acknowledged high short-term volatility but still holds a bullish long-term view. Jonas kept his $410 price target, though he cautioned the stock might decline further in the near term, beyond its recent four-week drop.

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KeyBanc Begins Coverage on Twilio and Five9 With Overweight Ratings
KeyBanc Capital Markets started its coverage of cloud communication firms Twilio and Five9 with Overweight ratings. The firm believes both companies are growing at a faster pace than their peers and sees room for more upside that the market hasn't yet priced in.

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UBS Upgrades Teradata to Neutral From Sell
UBS shifted its rating on Teradata from Sell to Neutral after surveying about 15 customers and partners. While the outlook remains difficult, the firm noticed early indications of stabilization and believes current risks are largely reflected in the stock price.

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Bank of America Reaffirms Buy Rating on Broadcom
Bank of America maintained its bullish stance on Broadcom following the company’s latest earnings results. Analysts pointed to Broadcom’s broad exposure to essential tech markets—such as smartphones, cloud computing, telecom, and data storage—as justification for their continued Buy rating.

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Goldman Sachs Initiates Teva With a Buy Rating
Goldman Sachs started coverage on several generic drugmakers, assigning a Buy rating to both Teva and Amneal Pharmaceuticals (AMRX), while rating Viatris (VTRS) as Neutral. The firm believes the sector, despite some uncertainty related to regulation and pricing, offers attractive entry points due to low valuations.

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Bernstein Downgrades CrowdStrike to Market Perform
Bernstein moved CrowdStrike to Market Perform from Outperform, citing valuation concerns. The cybersecurity company was deemed significantly overpriced relative to the firm's $371 price target, a trend Bernstein noted across the cybersecurity space.

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Morgan Stanley Keeps Overweight Rating on Amazon
Amazon remains one of Morgan Stanley’s top ideas. Analysts described the tech giant as an underrated winner in the generative AI field. They also highlighted Amazon’s growing investment in robotics and automation aimed at reducing its $200 billion logistics costs.

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Goldman Sachs Upgrades MasTec to Buy
Goldman upgraded MasTec to Buy from Neutral while downgrading MYR Group to Neutral. The firm sees greater potential for upward earnings revisions at MasTec due to its emerging opportunities in pipeline construction.

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Goldman Sachs Maintains Buy on Robinhood and Raises Price Target
Goldman Sachs stayed bullish on Robinhood, increasing its price target from $72 to $81 per share. The firm viewed recent monthly performance metrics favorably and sees structural growth in the retail trading market.

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Barclays Upgrades Ormat Technologies to Overweight
Barclays upgraded Ormat Technologies, a geothermal energy company, citing benefits from recent tax legislation. With the U.S. facing a looming power shortage, the firm expects Ormat to see improved pricing and growth in power purchase agreements.

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Barclays Begins Coverage of Solaris Energy With Overweight Rating
Barclays initiated Solaris Energy with an Overweight rating, highlighting its crucial role in supplying power to data centers. As electricity demand rises, especially off-grid, Solaris stands to benefit from urgent infrastructure needs and rising power rates.

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Morgan Stanley Upgrades Applied Materials to Equal Weight
Morgan Stanley improved its stance on Applied Materials from Underweight to Equal Weight. Although the company faces a challenging fiscal 2026, analysts said some risks have already been mitigated.

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Jefferies Upgrades Urban Outfitters to Hold
Jefferies raised its rating on Urban Outfitters from Underperform to Hold. Following a strong first-quarter performance and in anticipation of an upcoming investor event, the firm sees a more balanced risk/reward scenario.

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Goldman Sachs Maintains Neutral View on Tesla, Lowers Price Target
Goldman Sachs reaffirmed its Neutral rating on Tesla but lowered its price target from $295 to $285. In a preview of Q2 deliveries, analysts estimate a range of 335,000 to 395,000 vehicles, settling on 365,000 as the base case depending on incentive strategies and June demand.

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Loop Capital Downgrades McDonald’s to Hold
Loop Capital downgraded McDonald’s from Buy to Hold. Analysts expressed concern that the company’s U.S. comparable sales growth might not recover as strongly as previously hoped, especially after a disappointing chicken strips launch.

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Bernstein Maintains Outperform on Microsoft, Boosts Price Target
Bernstein reiterated its Outperform rating on Microsoft and raised its price target from $520 to $540. The firm sees enormous potential in Microsoft’s partnership with OpenAI, which could significantly boost Azure revenue in the years ahead.

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UBS Reaffirms Buy Rating on Nvidia
UBS continued to list Nvidia among its top ideas, alongside other major chip stocks such as Broadcom, Marvell, Arm, Micron, and Texas Instruments.

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Melius Upgrades Deere to Buy From Hold
Melius Research upgraded Deere after sitting on the sidelines for a year or two. With a price target of $750, the firm is optimistic about Deere’s dominant role in agricultural technology, despite uncertainties about when the market will fully appreciate its position.

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Morgan Stanley Upgrades MP Materials to Overweight
Morgan Stanley upgraded rare earths producer MP Materials from Equal Weight to Overweight. The firm cited geopolitical tensions and a growing focus on securing mineral supply chains as key factors behind the upgrade. MP’s integrated model outside China makes it a strong strategic asset.

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