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11-23
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Ratings Weekly | Nvidia, Tesla, Apple, Alphabet, Dell, Bullish, PDD, Palo Alto Networks, and More to Watch
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Here are calls made by Wall Street's best analysts during the week of Nov. 17-21.</em></p><h2 id=\"id_273554111\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>The firm said Nvidia remains “compelling” following earnings.</p><p>“Reiterate Buy, top sector pick as AI demand continues to strengthen, supply is being well-managed, EPS estimates continue to be revised up, while the stock’s valuation remains compelling given potential for 40%+ EPS growth rates.”</p><h2 id=\"id_2527545853\" style=\"text-align: start;\">Raymond James reinstates Nvidia as strong buy</h2><p>Raymond James resumed coverage of the stock and says it remains compelling.</p><p>“NVIDIA Corporation leads in AI and is a core holding. NVIDIA retains significant competitive moats with an extensive and mature software stack resulting from over a decade head start, a strong community supported by the leading developers, and its full-stack systems approach and platform cadence.”</p><h2 id=\"id_1327487515\" style=\"text-align: start;\">Piper Sandler reiterates Tesla as overweight</h2><p style=\"text-align: start;\">Piper called Tesla’s full self driving product “truly impressive” following a series of investor meetings.</p><p>“We think FSD is a truly impressive product that is (probably) already better at driving than the average American. A flawless robo-taxi ride to the hotel reinforced our conviction in this statement.</p><h2 id=\"id_1849016387\" style=\"text-align: start;\">UBS reiterates Apple as neutral</h2><p>UBS said its checks show wait times remains “elevated” for Apple’s iPhone.</p><p>“UBS Evidence Lab data that tracks iPhone availability across 30 geographies suggests wait times continue to tick lower WoW for the Base and Pro Max on average, the two models that remain elevated on a YoY compare.”</p><h2 id=\"id_352890076\" style=\"text-align: start;\">Loop upgrades Alphabet to buy from hold</h2><p style=\"text-align: start;\">Loop says the wall of worry for Alphabet shares has been “obliterated.”</p><p>“Our reservation regarding the sustainability of search revenue growth under AI cannibalization and transition risk is no longer a concern shared by investors. While Google search results remain as healthy as ever traffic share to Gemini has doubled YoY and the position of Google Cloud and size of opportunity for its proprietary AI processors (TPUs) is becoming better appreciated.”</p><h2 id=\"id_489107044\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p style=\"text-align: start;\">Goldman is sticking with the Windows parent after a series of meetings with management.</p><p>“We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors.”</p><h2 id=\"id_4287615490\" style=\"text-align: start;\">JPMorgan reiterates Microsoft as overweight</h2><p style=\"text-align: start;\">JPMorgan says Microsoft has a “compelling vision” after attending the company’s Ignite Conference.</p><p>“We attended Microsoft’s Ignite conference held in San Francisco, CA. Throughout the presentations and announcements, Microsoft brings to the forefront the concept of ‘frontier firms’ that are reimagining how business is done by placing AI at the operational core to enable employees and catalyze productivity.”</p><h2 id=\"id_2259987803\" style=\"text-align: start;\">Morgan Stanley reiterates Amazon as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Amazon Web Services growth upside remains high.</p><p>“AWS accelerating to mid-20%+ growth remains key to AMZN multiple re-rate and our OW call. $315 PT (~40% upside).”</p><h2 id=\"id_3223182933\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Netflix is under pressure to make a bid for Warner Bros Discovery.</p><p>“What is unique to Netflix as a potential bidder is the possibility for substantive changes to WB’s business model under Netflix’s ownership.”</p><h2 id=\"id_3742178457\" style=\"text-align: start;\">Deutsche Bank upgrades Bullish to buy from hold</h2><p style=\"text-align: start;\">Deutsche sees an attractive risk/reward for the crypto company following earnings.</p><p>“We are upgrading Bullish (BLSH) from Hold to Buy post 3Q25 earnings.”</p><h2 id=\"id_3064304234\" style=\"text-align: start;\">Bank of America reiterates Palo Alto Networks as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the stock following earnings.</p><p>“Our Buy is based on strong financials across the majority of Palo Alto’s business.”</p><h2 id=\"id_3243016727\" style=\"text-align: start;\">Bernstein downgrades PDD to market perform from outperform</h2><p style=\"text-align: start;\">Bernstein says it’s concerned about slowing growth for the China internet company.</p><p>“Our PDD downgrade is driven primarily by the view that its domestic business is maturing, and that a steadier growth algorithm behooves the company - to paraphrase a senior industry exec we respect - to start doing grown-up company things... like meet with investors, and return cash.”</p><h2 id=\"id_2446121227\" style=\"text-align: start;\">Bank of America reiterates Dell as buy</h2><p style=\"text-align: start;\">Bank of America lowered its price target on Dell to $160 per share from $170 ahead of earnings next week.</p><p>“Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years...”</p><h2 id=\"id_482566754\" style=\"text-align: start;\">Goldman Sachs initiates MP Materials at buy</h2><p style=\"text-align: start;\">Goldman says the rare earths company has “significant value.”</p><p>“We are initiating coverage of MP with a Buy rating and a $77, 12-month price target, implying ~32% upside from current levels.”</p><h2 id=\"id_1294203783\" style=\"text-align: start;\">Goldman Sachs reiterates Block as buy</h2><p style=\"text-align: start;\">Goldman says the stock remains compelling following its investor day.</p><p>“We reiterate our Buy rating on Block, and come away with increased conviction around the sustainability of top line acceleration across both segments, supported by distribution and go to market investments in Seller, accelerating product velocity and innovation in Cash App, and underpinned by the company’s investments in AI and business automation across the entire organization.”</p><h2 id=\"id_1896342878\" style=\"text-align: start;\">Oppenheimer initiates IBM as outperform</h2><p>Oppenheimer said it sees “margin expansion.”</p><p>“We are initiating coverage of International Business Machines (IBM) with an Outperform rating and a $360 price target...”</p><h2 id=\"id_2402731260\" style=\"text-align: start;\">Deutsche Bank resumes Carvana as buy</h2><p>Deutsche said the company reminds the firm of Amazon.</p><p>“We are resuming coverage of Carvana with a Buy rating and a $395 Target Price. To us, Carvana, like Amazon before it is a classic market-leading 1P e-commerce player that is in the early innings of doubling down on the advantages afforded to it via a fully verticalized infrastructure.”</p><h2 id=\"id_2738253819\" style=\"text-align: start;\">Oppenheimer downgrades T-Mobile to perform from outperform</h2><p>The firm said it’s concerned about a price war.</p><p>“T-Mobile Downgrading to Perform: Industry Price War Will Hurt Flowshare and Margins</p><h2 id=\"id_3970417039\" style=\"text-align: start;\">Jefferies upgrades DoorDash to buy from hold</h2><p style=\"text-align: start;\">Jefferies says its growth algorithm is underappreciated.</p><p>“We believe DASH’s 2026 outlook helped lower expectations, providing flexibility for both long-term investments and upside to consensus.”</p><h2 id=\"id_3074409310\" style=\"text-align: start;\">Goldman Sachs upgrades Medtronic to neutral from sell</h2><p style=\"text-align: start;\">Goldman sees improving fundamentals for the med tech company.</p><p>“We upgrade shares of Medtronic (MDT) from Sell to Neutral post 2QFY26 results, as the company’s new product momentum picks up and overall P&L metrics take another step in the right direction.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Nvidia, Tesla, Apple, Alphabet, Dell, Bullish, PDD, Palo Alto Networks, and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Nvidia, Tesla, Apple, Alphabet, Dell, Bullish, PDD, Palo Alto Networks, and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-23 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Nov. 17-21.</em></p><h2 id=\"id_273554111\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>The firm said Nvidia remains “compelling” following earnings.</p><p>“Reiterate Buy, top sector pick as AI demand continues to strengthen, supply is being well-managed, EPS estimates continue to be revised up, while the stock’s valuation remains compelling given potential for 40%+ EPS growth rates.”</p><h2 id=\"id_2527545853\" style=\"text-align: start;\">Raymond James reinstates Nvidia as strong buy</h2><p>Raymond James resumed coverage of the stock and says it remains compelling.</p><p>“NVIDIA Corporation leads in AI and is a core holding. NVIDIA retains significant competitive moats with an extensive and mature software stack resulting from over a decade head start, a strong community supported by the leading developers, and its full-stack systems approach and platform cadence.”</p><h2 id=\"id_1327487515\" style=\"text-align: start;\">Piper Sandler reiterates Tesla as overweight</h2><p style=\"text-align: start;\">Piper called Tesla’s full self driving product “truly impressive” following a series of investor meetings.</p><p>“We think FSD is a truly impressive product that is (probably) already better at driving than the average American. A flawless robo-taxi ride to the hotel reinforced our conviction in this statement.</p><h2 id=\"id_1849016387\" style=\"text-align: start;\">UBS reiterates Apple as neutral</h2><p>UBS said its checks show wait times remains “elevated” for Apple’s iPhone.</p><p>“UBS Evidence Lab data that tracks iPhone availability across 30 geographies suggests wait times continue to tick lower WoW for the Base and Pro Max on average, the two models that remain elevated on a YoY compare.”</p><h2 id=\"id_352890076\" style=\"text-align: start;\">Loop upgrades Alphabet to buy from hold</h2><p style=\"text-align: start;\">Loop says the wall of worry for Alphabet shares has been “obliterated.”</p><p>“Our reservation regarding the sustainability of search revenue growth under AI cannibalization and transition risk is no longer a concern shared by investors. While Google search results remain as healthy as ever traffic share to Gemini has doubled YoY and the position of Google Cloud and size of opportunity for its proprietary AI processors (TPUs) is becoming better appreciated.”</p><h2 id=\"id_489107044\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p style=\"text-align: start;\">Goldman is sticking with the Windows parent after a series of meetings with management.</p><p>“We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors.”</p><h2 id=\"id_4287615490\" style=\"text-align: start;\">JPMorgan reiterates Microsoft as overweight</h2><p style=\"text-align: start;\">JPMorgan says Microsoft has a “compelling vision” after attending the company’s Ignite Conference.</p><p>“We attended Microsoft’s Ignite conference held in San Francisco, CA. Throughout the presentations and announcements, Microsoft brings to the forefront the concept of ‘frontier firms’ that are reimagining how business is done by placing AI at the operational core to enable employees and catalyze productivity.”</p><h2 id=\"id_2259987803\" style=\"text-align: start;\">Morgan Stanley reiterates Amazon as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Amazon Web Services growth upside remains high.</p><p>“AWS accelerating to mid-20%+ growth remains key to AMZN multiple re-rate and our OW call. $315 PT (~40% upside).”</p><h2 id=\"id_3223182933\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Netflix is under pressure to make a bid for Warner Bros Discovery.</p><p>“What is unique to Netflix as a potential bidder is the possibility for substantive changes to WB’s business model under Netflix’s ownership.”</p><h2 id=\"id_3742178457\" style=\"text-align: start;\">Deutsche Bank upgrades Bullish to buy from hold</h2><p style=\"text-align: start;\">Deutsche sees an attractive risk/reward for the crypto company following earnings.</p><p>“We are upgrading Bullish (BLSH) from Hold to Buy post 3Q25 earnings.”</p><h2 id=\"id_3064304234\" style=\"text-align: start;\">Bank of America reiterates Palo Alto Networks as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the stock following earnings.</p><p>“Our Buy is based on strong financials across the majority of Palo Alto’s business.”</p><h2 id=\"id_3243016727\" style=\"text-align: start;\">Bernstein downgrades PDD to market perform from outperform</h2><p style=\"text-align: start;\">Bernstein says it’s concerned about slowing growth for the China internet company.</p><p>“Our PDD downgrade is driven primarily by the view that its domestic business is maturing, and that a steadier growth algorithm behooves the company - to paraphrase a senior industry exec we respect - to start doing grown-up company things... like meet with investors, and return cash.”</p><h2 id=\"id_2446121227\" style=\"text-align: start;\">Bank of America reiterates Dell as buy</h2><p style=\"text-align: start;\">Bank of America lowered its price target on Dell to $160 per share from $170 ahead of earnings next week.</p><p>“Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years...”</p><h2 id=\"id_482566754\" style=\"text-align: start;\">Goldman Sachs initiates MP Materials at buy</h2><p style=\"text-align: start;\">Goldman says the rare earths company has “significant value.”</p><p>“We are initiating coverage of MP with a Buy rating and a $77, 12-month price target, implying ~32% upside from current levels.”</p><h2 id=\"id_1294203783\" style=\"text-align: start;\">Goldman Sachs reiterates Block as buy</h2><p style=\"text-align: start;\">Goldman says the stock remains compelling following its investor day.</p><p>“We reiterate our Buy rating on Block, and come away with increased conviction around the sustainability of top line acceleration across both segments, supported by distribution and go to market investments in Seller, accelerating product velocity and innovation in Cash App, and underpinned by the company’s investments in AI and business automation across the entire organization.”</p><h2 id=\"id_1896342878\" style=\"text-align: start;\">Oppenheimer initiates IBM as outperform</h2><p>Oppenheimer said it sees “margin expansion.”</p><p>“We are initiating coverage of International Business Machines (IBM) with an Outperform rating and a $360 price target...”</p><h2 id=\"id_2402731260\" style=\"text-align: start;\">Deutsche Bank resumes Carvana as buy</h2><p>Deutsche said the company reminds the firm of Amazon.</p><p>“We are resuming coverage of Carvana with a Buy rating and a $395 Target Price. To us, Carvana, like Amazon before it is a classic market-leading 1P e-commerce player that is in the early innings of doubling down on the advantages afforded to it via a fully verticalized infrastructure.”</p><h2 id=\"id_2738253819\" style=\"text-align: start;\">Oppenheimer downgrades T-Mobile to perform from outperform</h2><p>The firm said it’s concerned about a price war.</p><p>“T-Mobile Downgrading to Perform: Industry Price War Will Hurt Flowshare and Margins</p><h2 id=\"id_3970417039\" style=\"text-align: start;\">Jefferies upgrades DoorDash to buy from hold</h2><p style=\"text-align: start;\">Jefferies says its growth algorithm is underappreciated.</p><p>“We believe DASH’s 2026 outlook helped lower expectations, providing flexibility for both long-term investments and upside to consensus.”</p><h2 id=\"id_3074409310\" style=\"text-align: start;\">Goldman Sachs upgrades Medtronic to neutral from sell</h2><p style=\"text-align: start;\">Goldman sees improving fundamentals for the med tech company.</p><p>“We upgrade shares of Medtronic (MDT) from Sell to Neutral post 2QFY26 results, as the company’s new product momentum picks up and overall P&L metrics take another step in the right direction.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","PDD":"拼多多","BLSH":"Bullish","AMZN":"亚马逊","AAPL":"苹果","XYZ":"Block, Inc.","MDT":"美敦力","CVNA":"Carvana Co.","TSLA":"特斯拉","DELL":"戴尔","IBM":"IBM","MP":"MP Materials Corp.","PANW":"Palo Alto Networks","MSFT":"微软","GOOG":"谷歌","NVDA":"英伟达","DASH":"DoorDash, Inc.","TMUS":"T-Mobile US Inc","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140931538","content_text":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Nov. 17-21.Bank of America reiterates Nvidia as buyThe firm said Nvidia remains “compelling” following earnings.“Reiterate Buy, top sector pick as AI demand continues to strengthen, supply is being well-managed, EPS estimates continue to be revised up, while the stock’s valuation remains compelling given potential for 40%+ EPS growth rates.”Raymond James reinstates Nvidia as strong buyRaymond James resumed coverage of the stock and says it remains compelling.“NVIDIA Corporation leads in AI and is a core holding. NVIDIA retains significant competitive moats with an extensive and mature software stack resulting from over a decade head start, a strong community supported by the leading developers, and its full-stack systems approach and platform cadence.”Piper Sandler reiterates Tesla as overweightPiper called Tesla’s full self driving product “truly impressive” following a series of investor meetings.“We think FSD is a truly impressive product that is (probably) already better at driving than the average American. A flawless robo-taxi ride to the hotel reinforced our conviction in this statement.UBS reiterates Apple as neutralUBS said its checks show wait times remains “elevated” for Apple’s iPhone.“UBS Evidence Lab data that tracks iPhone availability across 30 geographies suggests wait times continue to tick lower WoW for the Base and Pro Max on average, the two models that remain elevated on a YoY compare.”Loop upgrades Alphabet to buy from holdLoop says the wall of worry for Alphabet shares has been “obliterated.”“Our reservation regarding the sustainability of search revenue growth under AI cannibalization and transition risk is no longer a concern shared by investors. While Google search results remain as healthy as ever traffic share to Gemini has doubled YoY and the position of Google Cloud and size of opportunity for its proprietary AI processors (TPUs) is becoming better appreciated.”Goldman Sachs reiterates Microsoft as buyGoldman is sticking with the Windows parent after a series of meetings with management.“We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors.”JPMorgan reiterates Microsoft as overweightJPMorgan says Microsoft has a “compelling vision” after attending the company’s Ignite Conference.“We attended Microsoft’s Ignite conference held in San Francisco, CA. Throughout the presentations and announcements, Microsoft brings to the forefront the concept of ‘frontier firms’ that are reimagining how business is done by placing AI at the operational core to enable employees and catalyze productivity.”Morgan Stanley reiterates Amazon as overweightMorgan Stanley says Amazon Web Services growth upside remains high.“AWS accelerating to mid-20%+ growth remains key to AMZN multiple re-rate and our OW call. $315 PT (~40% upside).”Morgan Stanley reiterates Netflix as overweightMorgan Stanley says Netflix is under pressure to make a bid for Warner Bros Discovery.“What is unique to Netflix as a potential bidder is the possibility for substantive changes to WB’s business model under Netflix’s ownership.”Deutsche Bank upgrades Bullish to buy from holdDeutsche sees an attractive risk/reward for the crypto company following earnings.“We are upgrading Bullish (BLSH) from Hold to Buy post 3Q25 earnings.”Bank of America reiterates Palo Alto Networks as buyBank of America says it’s sticking with the stock following earnings.“Our Buy is based on strong financials across the majority of Palo Alto’s business.”Bernstein downgrades PDD to market perform from outperformBernstein says it’s concerned about slowing growth for the China internet company.“Our PDD downgrade is driven primarily by the view that its domestic business is maturing, and that a steadier growth algorithm behooves the company - to paraphrase a senior industry exec we respect - to start doing grown-up company things... like meet with investors, and return cash.”Bank of America reiterates Dell as buyBank of America lowered its price target on Dell to $160 per share from $170 ahead of earnings next week.“Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years...”Goldman Sachs initiates MP Materials at buyGoldman says the rare earths company has “significant value.”“We are initiating coverage of MP with a Buy rating and a $77, 12-month price target, implying ~32% upside from current levels.”Goldman Sachs reiterates Block as buyGoldman says the stock remains compelling following its investor day.“We reiterate our Buy rating on Block, and come away with increased conviction around the sustainability of top line acceleration across both segments, supported by distribution and go to market investments in Seller, accelerating product velocity and innovation in Cash App, and underpinned by the company’s investments in AI and business automation across the entire organization.”Oppenheimer initiates IBM as outperformOppenheimer said it sees “margin expansion.”“We are initiating coverage of International Business Machines (IBM) with an Outperform rating and a $360 price target...”Deutsche Bank resumes Carvana as buyDeutsche said the company reminds the firm of Amazon.“We are resuming coverage of Carvana with a Buy rating and a $395 Target Price. To us, Carvana, like Amazon before it is a classic market-leading 1P e-commerce player that is in the early innings of doubling down on the advantages afforded to it via a fully verticalized infrastructure.”Oppenheimer downgrades T-Mobile to perform from outperformThe firm said it’s concerned about a price war.“T-Mobile Downgrading to Perform: Industry Price War Will Hurt Flowshare and MarginsJefferies upgrades DoorDash to buy from holdJefferies says its growth algorithm is underappreciated.“We believe DASH’s 2026 outlook helped lower expectations, providing flexibility for both long-term investments and upside to consensus.”Goldman Sachs upgrades Medtronic to neutral from sellGoldman sees improving fundamentals for the med tech company.“We upgrade shares of Medtronic (MDT) from Sell to Neutral post 2QFY26 results, as the company’s new product momentum picks up and overall P&L metrics take another step in the right direction.”","news_type":1,"symbols_score_info":{"TMUS":2,"AAPL":2,"MDT":2,"GOOGL":2,"NFLX":2,"MSFT":2,"MP":2,"XYZ":2,"IBM":2,"TSLA":2,"PDD":2,"BLSH":2,"PANW":2,"CVNA":2,"GOOG":2,"AMZN":2,"DELL":2,"DASH":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":503198556823872,"gmtCreate":1763859716319,"gmtModify":1763860992187,"author":{"id":"4218948791871792","authorId":"4218948791871792","name":"Tyler Mason","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218948791871792","idStr":"4218948791871792"},"themes":[],"title":"","htmlText":"Meta?","listText":"Meta?","text":"Meta?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503198556823872","repostId":"1140931538","repostType":2,"repost":{"id":"1140931538","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763859600,"share":"https://ttm.financial/m/news/1140931538?lang=en_US&edition=fundamental","pubTime":"2025-11-23 09:00","market":"us","language":"en","title":"Ratings Weekly | Nvidia, Tesla, Apple, Alphabet, Dell, Bullish, PDD, Palo Alto Networks, and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1140931538","media":"Tiger Newspress","summary":"What has Wall Street been buzzing about this week?","content":"<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Nov. 17-21.</em></p><h2 id=\"id_273554111\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>The firm said Nvidia remains “compelling” following earnings.</p><p>“Reiterate Buy, top sector pick as AI demand continues to strengthen, supply is being well-managed, EPS estimates continue to be revised up, while the stock’s valuation remains compelling given potential for 40%+ EPS growth rates.”</p><h2 id=\"id_2527545853\" style=\"text-align: start;\">Raymond James reinstates Nvidia as strong buy</h2><p>Raymond James resumed coverage of the stock and says it remains compelling.</p><p>“NVIDIA Corporation leads in AI and is a core holding. NVIDIA retains significant competitive moats with an extensive and mature software stack resulting from over a decade head start, a strong community supported by the leading developers, and its full-stack systems approach and platform cadence.”</p><h2 id=\"id_1327487515\" style=\"text-align: start;\">Piper Sandler reiterates Tesla as overweight</h2><p style=\"text-align: start;\">Piper called Tesla’s full self driving product “truly impressive” following a series of investor meetings.</p><p>“We think FSD is a truly impressive product that is (probably) already better at driving than the average American. A flawless robo-taxi ride to the hotel reinforced our conviction in this statement.</p><h2 id=\"id_1849016387\" style=\"text-align: start;\">UBS reiterates Apple as neutral</h2><p>UBS said its checks show wait times remains “elevated” for Apple’s iPhone.</p><p>“UBS Evidence Lab data that tracks iPhone availability across 30 geographies suggests wait times continue to tick lower WoW for the Base and Pro Max on average, the two models that remain elevated on a YoY compare.”</p><h2 id=\"id_352890076\" style=\"text-align: start;\">Loop upgrades Alphabet to buy from hold</h2><p style=\"text-align: start;\">Loop says the wall of worry for Alphabet shares has been “obliterated.”</p><p>“Our reservation regarding the sustainability of search revenue growth under AI cannibalization and transition risk is no longer a concern shared by investors. While Google search results remain as healthy as ever traffic share to Gemini has doubled YoY and the position of Google Cloud and size of opportunity for its proprietary AI processors (TPUs) is becoming better appreciated.”</p><h2 id=\"id_489107044\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p style=\"text-align: start;\">Goldman is sticking with the Windows parent after a series of meetings with management.</p><p>“We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors.”</p><h2 id=\"id_4287615490\" style=\"text-align: start;\">JPMorgan reiterates Microsoft as overweight</h2><p style=\"text-align: start;\">JPMorgan says Microsoft has a “compelling vision” after attending the company’s Ignite Conference.</p><p>“We attended Microsoft’s Ignite conference held in San Francisco, CA. Throughout the presentations and announcements, Microsoft brings to the forefront the concept of ‘frontier firms’ that are reimagining how business is done by placing AI at the operational core to enable employees and catalyze productivity.”</p><h2 id=\"id_2259987803\" style=\"text-align: start;\">Morgan Stanley reiterates Amazon as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Amazon Web Services growth upside remains high.</p><p>“AWS accelerating to mid-20%+ growth remains key to AMZN multiple re-rate and our OW call. $315 PT (~40% upside).”</p><h2 id=\"id_3223182933\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Netflix is under pressure to make a bid for Warner Bros Discovery.</p><p>“What is unique to Netflix as a potential bidder is the possibility for substantive changes to WB’s business model under Netflix’s ownership.”</p><h2 id=\"id_3742178457\" style=\"text-align: start;\">Deutsche Bank upgrades Bullish to buy from hold</h2><p style=\"text-align: start;\">Deutsche sees an attractive risk/reward for the crypto company following earnings.</p><p>“We are upgrading Bullish (BLSH) from Hold to Buy post 3Q25 earnings.”</p><h2 id=\"id_3064304234\" style=\"text-align: start;\">Bank of America reiterates Palo Alto Networks as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the stock following earnings.</p><p>“Our Buy is based on strong financials across the majority of Palo Alto’s business.”</p><h2 id=\"id_3243016727\" style=\"text-align: start;\">Bernstein downgrades PDD to market perform from outperform</h2><p style=\"text-align: start;\">Bernstein says it’s concerned about slowing growth for the China internet company.</p><p>“Our PDD downgrade is driven primarily by the view that its domestic business is maturing, and that a steadier growth algorithm behooves the company - to paraphrase a senior industry exec we respect - to start doing grown-up company things... like meet with investors, and return cash.”</p><h2 id=\"id_2446121227\" style=\"text-align: start;\">Bank of America reiterates Dell as buy</h2><p style=\"text-align: start;\">Bank of America lowered its price target on Dell to $160 per share from $170 ahead of earnings next week.</p><p>“Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years...”</p><h2 id=\"id_482566754\" style=\"text-align: start;\">Goldman Sachs initiates MP Materials at buy</h2><p style=\"text-align: start;\">Goldman says the rare earths company has “significant value.”</p><p>“We are initiating coverage of MP with a Buy rating and a $77, 12-month price target, implying ~32% upside from current levels.”</p><h2 id=\"id_1294203783\" style=\"text-align: start;\">Goldman Sachs reiterates Block as buy</h2><p style=\"text-align: start;\">Goldman says the stock remains compelling following its investor day.</p><p>“We reiterate our Buy rating on Block, and come away with increased conviction around the sustainability of top line acceleration across both segments, supported by distribution and go to market investments in Seller, accelerating product velocity and innovation in Cash App, and underpinned by the company’s investments in AI and business automation across the entire organization.”</p><h2 id=\"id_1896342878\" style=\"text-align: start;\">Oppenheimer initiates IBM as outperform</h2><p>Oppenheimer said it sees “margin expansion.”</p><p>“We are initiating coverage of International Business Machines (IBM) with an Outperform rating and a $360 price target...”</p><h2 id=\"id_2402731260\" style=\"text-align: start;\">Deutsche Bank resumes Carvana as buy</h2><p>Deutsche said the company reminds the firm of Amazon.</p><p>“We are resuming coverage of Carvana with a Buy rating and a $395 Target Price. To us, Carvana, like Amazon before it is a classic market-leading 1P e-commerce player that is in the early innings of doubling down on the advantages afforded to it via a fully verticalized infrastructure.”</p><h2 id=\"id_2738253819\" style=\"text-align: start;\">Oppenheimer downgrades T-Mobile to perform from outperform</h2><p>The firm said it’s concerned about a price war.</p><p>“T-Mobile Downgrading to Perform: Industry Price War Will Hurt Flowshare and Margins</p><h2 id=\"id_3970417039\" style=\"text-align: start;\">Jefferies upgrades DoorDash to buy from hold</h2><p style=\"text-align: start;\">Jefferies says its growth algorithm is underappreciated.</p><p>“We believe DASH’s 2026 outlook helped lower expectations, providing flexibility for both long-term investments and upside to consensus.”</p><h2 id=\"id_3074409310\" style=\"text-align: start;\">Goldman Sachs upgrades Medtronic to neutral from sell</h2><p style=\"text-align: start;\">Goldman sees improving fundamentals for the med tech company.</p><p>“We upgrade shares of Medtronic (MDT) from Sell to Neutral post 2QFY26 results, as the company’s new product momentum picks up and overall P&L metrics take another step in the right direction.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Nvidia, Tesla, Apple, Alphabet, Dell, Bullish, PDD, Palo Alto Networks, and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Nvidia, Tesla, Apple, Alphabet, Dell, Bullish, PDD, Palo Alto Networks, and More to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-23 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Nov. 17-21.</em></p><h2 id=\"id_273554111\" style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>The firm said Nvidia remains “compelling” following earnings.</p><p>“Reiterate Buy, top sector pick as AI demand continues to strengthen, supply is being well-managed, EPS estimates continue to be revised up, while the stock’s valuation remains compelling given potential for 40%+ EPS growth rates.”</p><h2 id=\"id_2527545853\" style=\"text-align: start;\">Raymond James reinstates Nvidia as strong buy</h2><p>Raymond James resumed coverage of the stock and says it remains compelling.</p><p>“NVIDIA Corporation leads in AI and is a core holding. NVIDIA retains significant competitive moats with an extensive and mature software stack resulting from over a decade head start, a strong community supported by the leading developers, and its full-stack systems approach and platform cadence.”</p><h2 id=\"id_1327487515\" style=\"text-align: start;\">Piper Sandler reiterates Tesla as overweight</h2><p style=\"text-align: start;\">Piper called Tesla’s full self driving product “truly impressive” following a series of investor meetings.</p><p>“We think FSD is a truly impressive product that is (probably) already better at driving than the average American. A flawless robo-taxi ride to the hotel reinforced our conviction in this statement.</p><h2 id=\"id_1849016387\" style=\"text-align: start;\">UBS reiterates Apple as neutral</h2><p>UBS said its checks show wait times remains “elevated” for Apple’s iPhone.</p><p>“UBS Evidence Lab data that tracks iPhone availability across 30 geographies suggests wait times continue to tick lower WoW for the Base and Pro Max on average, the two models that remain elevated on a YoY compare.”</p><h2 id=\"id_352890076\" style=\"text-align: start;\">Loop upgrades Alphabet to buy from hold</h2><p style=\"text-align: start;\">Loop says the wall of worry for Alphabet shares has been “obliterated.”</p><p>“Our reservation regarding the sustainability of search revenue growth under AI cannibalization and transition risk is no longer a concern shared by investors. While Google search results remain as healthy as ever traffic share to Gemini has doubled YoY and the position of Google Cloud and size of opportunity for its proprietary AI processors (TPUs) is becoming better appreciated.”</p><h2 id=\"id_489107044\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p style=\"text-align: start;\">Goldman is sticking with the Windows parent after a series of meetings with management.</p><p>“We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors.”</p><h2 id=\"id_4287615490\" style=\"text-align: start;\">JPMorgan reiterates Microsoft as overweight</h2><p style=\"text-align: start;\">JPMorgan says Microsoft has a “compelling vision” after attending the company’s Ignite Conference.</p><p>“We attended Microsoft’s Ignite conference held in San Francisco, CA. Throughout the presentations and announcements, Microsoft brings to the forefront the concept of ‘frontier firms’ that are reimagining how business is done by placing AI at the operational core to enable employees and catalyze productivity.”</p><h2 id=\"id_2259987803\" style=\"text-align: start;\">Morgan Stanley reiterates Amazon as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Amazon Web Services growth upside remains high.</p><p>“AWS accelerating to mid-20%+ growth remains key to AMZN multiple re-rate and our OW call. $315 PT (~40% upside).”</p><h2 id=\"id_3223182933\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p style=\"text-align: start;\">Morgan Stanley says Netflix is under pressure to make a bid for Warner Bros Discovery.</p><p>“What is unique to Netflix as a potential bidder is the possibility for substantive changes to WB’s business model under Netflix’s ownership.”</p><h2 id=\"id_3742178457\" style=\"text-align: start;\">Deutsche Bank upgrades Bullish to buy from hold</h2><p style=\"text-align: start;\">Deutsche sees an attractive risk/reward for the crypto company following earnings.</p><p>“We are upgrading Bullish (BLSH) from Hold to Buy post 3Q25 earnings.”</p><h2 id=\"id_3064304234\" style=\"text-align: start;\">Bank of America reiterates Palo Alto Networks as buy</h2><p style=\"text-align: start;\">Bank of America says it’s sticking with the stock following earnings.</p><p>“Our Buy is based on strong financials across the majority of Palo Alto’s business.”</p><h2 id=\"id_3243016727\" style=\"text-align: start;\">Bernstein downgrades PDD to market perform from outperform</h2><p style=\"text-align: start;\">Bernstein says it’s concerned about slowing growth for the China internet company.</p><p>“Our PDD downgrade is driven primarily by the view that its domestic business is maturing, and that a steadier growth algorithm behooves the company - to paraphrase a senior industry exec we respect - to start doing grown-up company things... like meet with investors, and return cash.”</p><h2 id=\"id_2446121227\" style=\"text-align: start;\">Bank of America reiterates Dell as buy</h2><p style=\"text-align: start;\">Bank of America lowered its price target on Dell to $160 per share from $170 ahead of earnings next week.</p><p>“Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years...”</p><h2 id=\"id_482566754\" style=\"text-align: start;\">Goldman Sachs initiates MP Materials at buy</h2><p style=\"text-align: start;\">Goldman says the rare earths company has “significant value.”</p><p>“We are initiating coverage of MP with a Buy rating and a $77, 12-month price target, implying ~32% upside from current levels.”</p><h2 id=\"id_1294203783\" style=\"text-align: start;\">Goldman Sachs reiterates Block as buy</h2><p style=\"text-align: start;\">Goldman says the stock remains compelling following its investor day.</p><p>“We reiterate our Buy rating on Block, and come away with increased conviction around the sustainability of top line acceleration across both segments, supported by distribution and go to market investments in Seller, accelerating product velocity and innovation in Cash App, and underpinned by the company’s investments in AI and business automation across the entire organization.”</p><h2 id=\"id_1896342878\" style=\"text-align: start;\">Oppenheimer initiates IBM as outperform</h2><p>Oppenheimer said it sees “margin expansion.”</p><p>“We are initiating coverage of International Business Machines (IBM) with an Outperform rating and a $360 price target...”</p><h2 id=\"id_2402731260\" style=\"text-align: start;\">Deutsche Bank resumes Carvana as buy</h2><p>Deutsche said the company reminds the firm of Amazon.</p><p>“We are resuming coverage of Carvana with a Buy rating and a $395 Target Price. To us, Carvana, like Amazon before it is a classic market-leading 1P e-commerce player that is in the early innings of doubling down on the advantages afforded to it via a fully verticalized infrastructure.”</p><h2 id=\"id_2738253819\" style=\"text-align: start;\">Oppenheimer downgrades T-Mobile to perform from outperform</h2><p>The firm said it’s concerned about a price war.</p><p>“T-Mobile Downgrading to Perform: Industry Price War Will Hurt Flowshare and Margins</p><h2 id=\"id_3970417039\" style=\"text-align: start;\">Jefferies upgrades DoorDash to buy from hold</h2><p style=\"text-align: start;\">Jefferies says its growth algorithm is underappreciated.</p><p>“We believe DASH’s 2026 outlook helped lower expectations, providing flexibility for both long-term investments and upside to consensus.”</p><h2 id=\"id_3074409310\" style=\"text-align: start;\">Goldman Sachs upgrades Medtronic to neutral from sell</h2><p style=\"text-align: start;\">Goldman sees improving fundamentals for the med tech company.</p><p>“We upgrade shares of Medtronic (MDT) from Sell to Neutral post 2QFY26 results, as the company’s new product momentum picks up and overall P&L metrics take another step in the right direction.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","PDD":"拼多多","BLSH":"Bullish","AMZN":"亚马逊","AAPL":"苹果","XYZ":"Block, Inc.","MDT":"美敦力","CVNA":"Carvana Co.","TSLA":"特斯拉","DELL":"戴尔","IBM":"IBM","MP":"MP Materials Corp.","PANW":"Palo Alto Networks","MSFT":"微软","GOOG":"谷歌","NVDA":"英伟达","DASH":"DoorDash, Inc.","TMUS":"T-Mobile US Inc","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140931538","content_text":"What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Nov. 17-21.Bank of America reiterates Nvidia as buyThe firm said Nvidia remains “compelling” following earnings.“Reiterate Buy, top sector pick as AI demand continues to strengthen, supply is being well-managed, EPS estimates continue to be revised up, while the stock’s valuation remains compelling given potential for 40%+ EPS growth rates.”Raymond James reinstates Nvidia as strong buyRaymond James resumed coverage of the stock and says it remains compelling.“NVIDIA Corporation leads in AI and is a core holding. NVIDIA retains significant competitive moats with an extensive and mature software stack resulting from over a decade head start, a strong community supported by the leading developers, and its full-stack systems approach and platform cadence.”Piper Sandler reiterates Tesla as overweightPiper called Tesla’s full self driving product “truly impressive” following a series of investor meetings.“We think FSD is a truly impressive product that is (probably) already better at driving than the average American. A flawless robo-taxi ride to the hotel reinforced our conviction in this statement.UBS reiterates Apple as neutralUBS said its checks show wait times remains “elevated” for Apple’s iPhone.“UBS Evidence Lab data that tracks iPhone availability across 30 geographies suggests wait times continue to tick lower WoW for the Base and Pro Max on average, the two models that remain elevated on a YoY compare.”Loop upgrades Alphabet to buy from holdLoop says the wall of worry for Alphabet shares has been “obliterated.”“Our reservation regarding the sustainability of search revenue growth under AI cannibalization and transition risk is no longer a concern shared by investors. While Google search results remain as healthy as ever traffic share to Gemini has doubled YoY and the position of Google Cloud and size of opportunity for its proprietary AI processors (TPUs) is becoming better appreciated.”Goldman Sachs reiterates Microsoft as buyGoldman is sticking with the Windows parent after a series of meetings with management.“We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors.”JPMorgan reiterates Microsoft as overweightJPMorgan says Microsoft has a “compelling vision” after attending the company’s Ignite Conference.“We attended Microsoft’s Ignite conference held in San Francisco, CA. Throughout the presentations and announcements, Microsoft brings to the forefront the concept of ‘frontier firms’ that are reimagining how business is done by placing AI at the operational core to enable employees and catalyze productivity.”Morgan Stanley reiterates Amazon as overweightMorgan Stanley says Amazon Web Services growth upside remains high.“AWS accelerating to mid-20%+ growth remains key to AMZN multiple re-rate and our OW call. $315 PT (~40% upside).”Morgan Stanley reiterates Netflix as overweightMorgan Stanley says Netflix is under pressure to make a bid for Warner Bros Discovery.“What is unique to Netflix as a potential bidder is the possibility for substantive changes to WB’s business model under Netflix’s ownership.”Deutsche Bank upgrades Bullish to buy from holdDeutsche sees an attractive risk/reward for the crypto company following earnings.“We are upgrading Bullish (BLSH) from Hold to Buy post 3Q25 earnings.”Bank of America reiterates Palo Alto Networks as buyBank of America says it’s sticking with the stock following earnings.“Our Buy is based on strong financials across the majority of Palo Alto’s business.”Bernstein downgrades PDD to market perform from outperformBernstein says it’s concerned about slowing growth for the China internet company.“Our PDD downgrade is driven primarily by the view that its domestic business is maturing, and that a steadier growth algorithm behooves the company - to paraphrase a senior industry exec we respect - to start doing grown-up company things... like meet with investors, and return cash.”Bank of America reiterates Dell as buyBank of America lowered its price target on Dell to $160 per share from $170 ahead of earnings next week.“Our Buy rating is based on broad product portfolio, upside from AI, growth faster than the market, continuing share gains, and opportunity to grow margins over the next several years...”Goldman Sachs initiates MP Materials at buyGoldman says the rare earths company has “significant value.”“We are initiating coverage of MP with a Buy rating and a $77, 12-month price target, implying ~32% upside from current levels.”Goldman Sachs reiterates Block as buyGoldman says the stock remains compelling following its investor day.“We reiterate our Buy rating on Block, and come away with increased conviction around the sustainability of top line acceleration across both segments, supported by distribution and go to market investments in Seller, accelerating product velocity and innovation in Cash App, and underpinned by the company’s investments in AI and business automation across the entire organization.”Oppenheimer initiates IBM as outperformOppenheimer said it sees “margin expansion.”“We are initiating coverage of International Business Machines (IBM) with an Outperform rating and a $360 price target...”Deutsche Bank resumes Carvana as buyDeutsche said the company reminds the firm of Amazon.“We are resuming coverage of Carvana with a Buy rating and a $395 Target Price. To us, Carvana, like Amazon before it is a classic market-leading 1P e-commerce player that is in the early innings of doubling down on the advantages afforded to it via a fully verticalized infrastructure.”Oppenheimer downgrades T-Mobile to perform from outperformThe firm said it’s concerned about a price war.“T-Mobile Downgrading to Perform: Industry Price War Will Hurt Flowshare and MarginsJefferies upgrades DoorDash to buy from holdJefferies says its growth algorithm is underappreciated.“We believe DASH’s 2026 outlook helped lower expectations, providing flexibility for both long-term investments and upside to consensus.”Goldman Sachs upgrades Medtronic to neutral from sellGoldman sees improving fundamentals for the med tech company.“We upgrade shares of Medtronic (MDT) from Sell to Neutral post 2QFY26 results, as the company’s new product momentum picks up and overall P&L metrics take another step in the right direction.”","news_type":1,"symbols_score_info":{"TMUS":2,"AAPL":2,"MDT":2,"GOOGL":2,"NFLX":2,"MSFT":2,"MP":2,"XYZ":2,"IBM":2,"TSLA":2,"PDD":2,"BLSH":2,"PANW":2,"CVNA":2,"GOOG":2,"AMZN":2,"DELL":2,"DASH":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
