Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more
Wall Street analysts issued prominent ratings and target updates for major technology, aerospace, and consumer companies, including Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, and Broadcom. Deutsche Bank upgraded CrowdStrike to buy from hold with a raised price target of $300, citing artificial intelligence expansion in cybersecurity. Morgan Stanley reiterated an overweight rating on SpaceX, stating the stock is getting cheaper as they nearly doubled 2027 revenue and EBIT estimates. Bank of America reiterated a buy rating on Apple following earnings, highlighting capital returns and artificial intelligence optionality.
Listen to Live Briefing
Real-time synthesized voice briefing · Live Feeds Desk
- ✓ Deutsche Bank upgraded CrowdStrike to buy from hold and raised its price target to $300.
- ✓ Morgan Stanley reiterated SpaceX as overweight, noting the stock is getting cheaper.
- ✓ Bank of America reiterated Apple as a buy following earnings based on strong capital returns and artificial intelligence optionality.
What changed
Wall Street firms delivered a wave of high-profile analyst updates covering major technology and aerospace companies including CrowdStrike, SpaceX, and Apple.
Live updates
-
Wall Street Analyst Calls Highlight Nvidia, SpaceX, Apple, and More
Wall Street analysts issued prominent ratings and target updates for major technology, aerospace, and consumer companies, including Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, and Broadcom. Deutsche Bank upgraded CrowdStrike to buy from hold with a raised price target of $300, citing artificial intelligence expansion in cybersecurity. Morgan Stanley reiterated an overweight rating on SpaceX, stating the stock is getting cheaper as they nearly doubled 2027 revenue and EBIT estimates. Bank of America reiterated a buy rating on Apple following earnings, highlighting capital returns and artificial intelligence optionality.
Why it matters
These analyst calls arrive amid heavy market tracking of high-profile technology and industrial equities. Major financial institutions continue to adjust their positions and valuations across aerospace, software, and semiconductor sectors. Market participants monitor these revisions to gauge shifting sentiment on artificial intelligence integration and post-earnings valuations.
What is confirmed
- Deutsche Bank upgraded CrowdStrike to buy from hold and raised its price target to $300.
- Morgan Stanley reiterated SpaceX as overweight, noting the stock is getting cheaper.
- Bank of America reiterated Apple as a buy following earnings based on strong capital returns and artificial intelligence optionality.
What to watch next
- Further analyst target revisions and rating adjustments across major technology and industrial equities
- Market reaction to updated revenue and EBIT estimates for aerospace and semiconductor firms
confidence 90%Sources used for this update (17)
- www.cnbc.com — Oil today: Iran, US, crude, wti, brent, trump
- CNBC — Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more
- CNBC — We're trimming a rallying industrial stock, looking for its next catalyst post-spinoff
- Yahoo Finance — 'Worrisome': Jim Cramer warns chip stocks have gone 'parabolic' — here are the defensive moves he's making now
- Benzinga — Jim Cramer Warns ‘Don’t Assume the Worst Is Behind Us’ After $1 Trillion Chip Stock Rout - Intel (NASDAQ
- CNBC — Stocks making the biggest moves premarket: CrowdStrike, Rivian, Micron & more
- CNBC — Goldman raises oil price forecast for December and 2027. Here's why
- CNBC — 2 of our banks are at the heart of this week's biggest tech deals
- CNBC — Stocks making the biggest moves midday: Oracle, SpaceX, Tempus AI, Rivian & more
- www.cnbc.com — Here are Wednesday's biggest analyst calls: SpaceX, AMD, Apple, Adobe, CoreWeave & more
- www.cnbc.com — Monday's big analyst calls: Nvidia, SpaceX, Apple, Rivian ...
- guavy.com — Analysts highlight Nvidia SpaceX Apple Rivian Amazon ...
Community Sentiment: How do you assess this situation?
Voice your perspective · Real-time aggregated sentiment from the Live Feeds community