Monday's Biggest Analyst Calls: Nvidia, Apple, Tesla, Palantir, Oracle, Chewy, Roblox, Alphabet & More

Here are Monday’s biggest calls on Wall Street:

Analysts on Wall Street kicked off the week with a wave of notable calls, including fresh ratings, upgrades, and adjusted price targets across a wide range of industries. From tech giants like Tesla, Nvidia, and Apple to emerging names in crypto and biotech, here’s a closer look at the most important moves.

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Morgan Stanley Reaffirms Tesla as Overweight
Morgan Stanley reiterated its bullish stance on Tesla, highlighting Elon Musk’s proposed compensation package as a strong positive for shareholders. The firm noted that while execution remains critical, the structure of the pay package aligns Musk’s incentives with minority investors. It ties his rewards to operational milestones, profitability goals, and long-term value creation through market cap growth—ultimately reinforcing Musk’s commitment to Tesla.

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Citi Reiterates Nvidia as a Buy
Citi maintained its buy rating on Nvidia but trimmed its price target to $200 from $210 per share. The bank underscored Nvidia’s long-term opportunity in artificial intelligence, calling the stock a prime beneficiary of secular AI-driven growth.

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Wells Fargo Stays Overweight on Apple
Wells Fargo said it sees potential revenue upside from Apple’s upcoming iPhone 17. According to its analysis, reports of higher price points for the next-generation model could translate into a 3% to 5% boost in revenue.

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JPMorgan Upgrades Veeva Systems to Overweight
JPMorgan raised its rating on Veeva Systems from neutral to overweight, signaling optimism about the company’s growth trajectory. The firm emphasized Veeva’s role as a cloud solutions provider to the life sciences sector, where it supports clients with data storage, regulatory compliance, and go-to-market strategies.

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Canaccord Initiates Bullish With a Buy Rating
Canaccord Genuity started coverage of crypto exchange Bullish with a buy rating, praising its strong positioning in the digital asset market. The firm highlighted Bullish’s modern technology stack and single global order book, which it said have helped the platform evolve into a top-tier, institutionally focused exchange.

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JPMorgan Upgrades Afya to Overweight
JPMorgan boosted its rating on Brazilian medical education company Afya, citing its stable outlook and visibility. The analysts said Afya’s business model—focused squarely on medical education—offers consistent growth and reliable performance.

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Bank of America Reaffirms Palantir as a Buy
Bank of America reiterated its bullish view on Palantir, emphasizing its strong positioning in the AI space. The firm said that even in an environment of tighter budgets, Palantir has the potential to outperform industry growth, though its premium pricing could limit broad adoption in some areas.

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Bank of America Reaffirms Roblox as a Buy
The firm also restated its buy rating on Roblox while lifting its price target from $159 to $171. Analysts believe Roblox could become the world’s largest video game platform if it achieves its ambitious target of securing 10% of the global gaming market by 2030.

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Deutsche Bank Reaffirms Oracle as a Buy
Ahead of Oracle’s earnings release, Deutsche Bank reaffirmed its buy rating.

The firm pointed to the long-standing track record of CEO Safra Catz and founder Larry Ellison as capital allocators, and it expects rising returns from Oracle’s cloud investments to drive operating income and EPS higher in the coming years.

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Morgan Stanley Initiates Miami International as Overweight
Morgan Stanley initiated coverage on Miami International Holdings, calling it a standout player in the financial exchange space.

The firm praised the company as an “attractive pure-play options exchange” with strong momentum in a market benefiting from both cyclical and structural growth drivers.

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Morgan Stanley Upgrades Sanofi to Overweight
Morgan Stanley upgraded Sanofi from equal weight to overweight, pointing to a compelling entry opportunity. The analysts said the biopharma stock’s recent pullback represents an attractive valuation reset for investors.

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TD Cowen Upgrades Canada Goose to Buy
TD Cowen upgraded Canada Goose, shifting from hold to buy. The firm said the outerwear company is successfully expanding from its traditional winter products into year-round lifestyle apparel, creating a stronger growth runway.

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Mizuho Upgrades Chewy to Outperform
Mizuho raised its rating on Chewy to outperform, calling the current setup highly attractive. After a pullback from recent highs, the firm sees the risk-reward balance leaning strongly in favor of the online pet retailer.

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Bank of America Upgrades Scorpio Tankers to Buy
Bank of America turned bullish on Scorpio Tankers, citing stronger cash generation. It lifted its rating to buy from neutral and raised its price target to $60 from $49.

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Deutsche Bank Upgrades Teck Resources to Buy
Deutsche Bank upgraded Teck Resources, framing the miner as a turnaround story. Once seen as a copper-focused growth play, sentiment toward the company has dipped, but analysts now believe the stock represents a contrarian opportunity.

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Evercore ISI Reiterates Alphabet as Outperform
Evercore ISI reaffirmed its outperform rating on Alphabet while boosting its price target to $300 from $240. Following its latest proprietary survey on search, the firm said Alphabet remains a top pick, with earnings projections for 2027 running 5% above consensus.

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