Ratings Weekly | Nvidia, Tesla, Oracle, Apple, CoreWeave, Microsoft, and More to Watch

What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of September 22-28. 

Bernstein reiterates Oracle as outperform

Bernstein raised its price target on the stock to $364 per share from $363.

“After updating our long view estimates to incorporate management’s guidance, we expect Oracle’s growth to accelerate for the next few years;”

Rothschild & Co Redburn initiates Oracle at sell

The firm says it sees too many negative catalysts for Oracle.

“While the market currently fixates on headline figures, we expect attention to shift toward the underlying economics. Combined with subdued non-IaaS [infrastructure as a service] growth— which the market appears willing to overlook for now—this sets up meaningful downside risk. Consequently, we launch coverage with a Sell rating and a $175 target price.”

Deutsche Bank reiterates Tesla Motors as buy

Deutsche raised its price target on the stock to $435 per share from $345 on Tesla.

“Ahead of 3Q25 deliveries next week, we raise our near-term estimates given stronger volume in the quarter but keep our full-year and 2026 outlook mostly unchanged.”

Evercore ISI reiterates Apple as outperform

Evercore raised its price target on Apple and says it sees more upside.

“We think Apple’s core strength remains concentrated in the Pro tiers, while the iPhone 17 appears to have exceeded initial expectations. Maintaining OP but raising our target to $290 (from $260).”

KeyBanc reiterates Apple as sector weight

Key says its iPhone 17 survey checks show mixed demand.

“We think AAPL stock is getting slightly ahead of what we think of as modestly better-than-anticipated iPhone demand. We are early cycle; we think most data points are positive, but with the stock’s recent outperformance, we think it’s hard to say it’s justified by a material shift in expectations.

Morgan Stanley reiterates Apple as overweight

Morgan Stanley said its checks show that trends are mixed for Apple’s iPhone 17 lead times.

“iPhone 17 lead times are tracking in-line to higher Y/Y, but early iPhone supply is better Y/Y, meaning early iPhone 17 demand is likely up Y/Y.”

Wells Fargo reiterates CoreWeave, Inc. as overweight

Wells said the stock remains well positioned.

“While the future state of AI remains uncertain, we believe CRWV is set to benefit in the near term as the leading ‘pick-and-shovel’ infrastructure play, while demand continues to outpace supply.”

Morgan Stanley names Microsoft a a top pick

The firm raised its price target to $625 per share from $582.

“Confidence in a path to shedding those weights and a broadening set of growth drivers elevates MSFT to Top Pick.”

Barclays reiterates NVIDIA as overweight

Barclays raises its price target to $240 per share from $200.

“When tracking AI capacity additions over the [last twelve months], AI [total addressable markets] don’t seem so outlandish anymore and NVDA looks like the most interesting name in our group.”

Daiwa reiterates NVIDIA as outperform

Daiwa raised its price target on the stock to $205 per share from $165, and says Nvidia is “undervalued.”

“NVIDIA keeps marching forward carrying on its broad shoulders the AI mantra. CEO Jensen Huang’s is traveling the world, and having success, supporting this effort.”

Baird reiterates Tesla Motors as outperform

Baird says investors should buy the dip in Tesla shares.

“We recently upgraded shares to Outperform (note here) and see a string of catalysts ahead beginning with the shareholder meeting on November 6.”

Bank of America reiterates Wal-Mart as buy

Bank of America raised its price target to $125 per share from $120.

“We expect WMT’s value & convenience to continue resonating esp. as online pricing is the same as in-store.”