Top Calls on Wall Street: Nvidia, Tesla, Broadcom, Snowflake, CrowdStrike and More

Here are the biggest calls on Wall Street on Thursday:

Goldman Sachs reiterates Snowflake as buy

Goldman says the stock is best-in-class following earnings.

“We reiterate our Buy rating and raise our PT to $260 ($230 prior) as we credit Snowflake’s best-in-class Rule-of profile with 30%+ Revenue Growth and 25%+ [free-cash flow model.]”

Bank of America reiterates Nvidia as buy

Bank of America says Nvidia remains a top idea and has “EPS power” following the release of its latest earnings on Wednesday.

“We reiterate Buy on top sector pick NVDA as we believe it remains solidly positioned to maintain its 80%+ share in the fastest growing and most attractive global AI infrastructure buildout, along with industry leading 45%+ FCF margins and valuation at ~1x earnings growth rate.”

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Oppenheimer reiterates Broadcom as outperform

The investment bank says it’s sticking with Broadcom ahead of earnings on September 4.

“Reiterate Outperform with new $325 target (prior $305).”

Wells Fargo reiterates CrowdStrike as overweight

Wells says the cyber security company is firing on all cylinders, as evidenced by its latest quarterly results.

“CrowdStrike delivered solid results in 2Q26, highlighted by net new [annual recurring revenue] returning to growth one quarter earlier than expected.”

Needham initiates Oddity Tech at buy

Needham says the beauty and wellness platform is a disruptor.

“We initiate coverage of Oddity (ODD) with a Buy rating & $72 PT.”

Oppenheimer upgrades Green Plains to outperform from perform

Oppenheimer says the commodity company’s balance sheet is strengthening.

“We are upgrading shares of GPRE to Outperform from Perform and instating a $14 price target.”

JPMorgan reiterates Hewlett Packard as overweight

JPMorgan says it’s sticking with the stock following earnings on Wednesday.

“In our view, HPQ will push the wall of investor worries relative to a potential slowdown in the PC market (following a pull-forward led by tariff worries) as well as concerns relative to delivering to robust Print margins in the face of higher competition, with its latest F3Q results managing to deliver on both fronts as well as keep its full-year outlook intact following the lowered expectations last quarter.”

UBS upgrades Wynn to buy from neutral

UBS says it’s bullish on the company’s resort project in the United Arab Emirates.

“We raise Macau estimates and upgrade WYNN to Buy from Neutral predicated on those higher estimates and a more bullish view on WYNN’s Al Marjan resort, a view we believe the market will come to share after WYNN’s December investor day.”

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BMO initiates Service Titan at outperform

BMO says the software company is expanding its markets share.

“We are initiating coverage of ServiceTitan (TTAN), a business operations and field service software platform built to help run diverse trades businesses, from HVAC to plumbing and more, with an Outperform rating and $129 target.”

Deutsche Bank upgrades Venture Global to buy from neutral

Deutsche says it’s bullish on the LNG company following a meeting with management.

“While Venture Global is best known for its approach in using factory-built, mid-scale liquefaction trains, we think that this barely scratches the surface of how the Company is differentiating its simultaneous commissioning and construction process.”

Jefferies initiates Acuren at buy

Jefferies says shares of the industrial engineering company have more room to run.

“We’re initiating coverage on Acuren (TIC) with a Buy rating/$16 PT.”

UBS reiterates FedEx as buy

The investment bank raised its price target on the package delivery play to $297 per share from $293.

“FDX has cost savings and pricing actions which should support sequential improvement but we note the 3Q consensus EPS expectation reflects significantly better than normal seasonality.”

TD Cowen reiterates Tesla as buy

TD Cowen says it’s sticking with shares of Tesla.

“Both bull & bear cases have merit, but we’re tactically bullish on several potentially consequential catalysts this year. (EV launches, AV eyes-off deployments, robotics) amid poor sentiment.”

Telsey upgrades Five Below to outperform from market perform

Telsey says the retailer’s transformation is “gaining traction,” as displayed in its latest earnings.

“Five Below’s business inflected in 1H25, and we believe this strong business momentum should continue in 2H25 and ahead.”

Bank of America upgrades International Paper to buy from neutral

The firm says the paper and corrugated cardboard company has pricing power.

“We move to Buy on International Paper and now have Buys across our three c’board companies. As 2Q commentary suggested, there is important execution risk with IP, and consensus is muddied by its pulp divestiture. However, operating rates will now be over 95% in 2026 and we add another $40/ton to pricing for 3Q26 to our existing $40/ton increase in 1Q26 – our average $60/ton increase exceeds consensus.”