Top Calls on Wall Street: Nvidia, Tesla, Apple, Micron, Oracle, Broadcom, Disney, Affirm, and More

Here are the biggest calls on Wall Street on Monday:

Goldman Sachs reiterates Nvidia as buy

Goldman Sachs raises its price target on the artificial intelligence chip stock to $210 per share from $200.

“We see significant upside to 2026 estimates for Nvidia, and are comfortable in risk/reward as ‘circular’ deals represent less than ~15% of revenue in 2027E.”

UBS reiterates Tesla at neutral

UBS raises its price target on the Elon Musk-led EV maker to $247 per share from $215.

“TSLA numbers will move higher post deliveries and while we expect tougher 4Q25, stock will move more on future AI commentary than numbers.”

JPMorgan reiterates Apple as overweight

The firm says its channel checks show lead times are moderating for Apple’s iPhone.

“In Week 4 of our Apple Product Availability Tracker, lead times moderated in what is typical for iPhones a month post launch, even though lead times are still tracking to elevated levels compared to lead times evidenced last year with iPhone 16 series, and pointing to higher demand y/y.”

Wells Fargo reiterates Microsoft as overweight

Wells Fargo raised its price target on the stock to $675 per share from $650.

“Key debate into FQ1 will be degree of Azure upside given incremental capacity in 1Q, though the last 2 prints (300/400bps Azure beats) present a high bar. With recent demand signals intensifying, expect MSFT broadly set to benefit. Raise PT to $675.”

Baird reiterates Amazon as outperform

Baird says “improving [Amazon Web Services] growth should help sentiment.”

“On this ‘Open AI Monday’, we are opportunistic buyers of AMZN with likely acceleration in AWS growth in coming quarters, along with solid ongoing growth in high-margin Advertising and Services.”

Morgan Stanley upgrades Micron to overweight from equal weight

Morgan Stanley says the stock is cheap.

“Micron is pushing the envelope on valuation as the group rallies, but we believe we are looking at multiple quarters of double digit price increases which can lead to substantially higher earnings power - and resolve any lingering questions on specialty high bandwidth memory for AI.”

Mizuho reiterates Oracle as outperform

Mizuho says shares of Oracle have more room to run ahead of its financial analyst day.

“We remain bullish on ORCL heading into the Financial Analyst Day, viewing it as a key catalyst to refocus attention on Oracle’s long-term AI growth story.”

Mizuho reiterates Broadcom as outperform

Mizuho says the stock remains well positioned.

“AVGO To Continue Leading AI Custom Silicon with an Expanding Pipeline Driving EPS Upside, and Limited GM Dilution Impact.”

Wells Fargo resumes Disney at overweight

Wells Fargo resumed coverage of the stock and sees a re-rating.

“We think DIS’s assets are growing + maturing, creating more predictability in EPS upside that will engender a rerating. We expect solid execution and a near-term conclusion on succession. We resume coverage with a $159 PT, Overweight rating.”

Rothschild & Co Redburn upgrades Affirm to buy from neutral

Rothschild & Co Redburn says it is getting more constructive on shares of the buy now, pay later fintech company.

“Given Affirm’s more established product set and partnership-led international growth, we upgrade it to Buy.”

Goldman Sachs initiates Figure at buy

Goldman Sachs says the blockchain company is well positioned.

“We initiate coverage of blockchain-enabled fintech lender Figure Technology Solutions (FIGR) with a Buy rating and a $42 12-month price target, based on 42.0x Q5-Q8 adjusted EPS, implying 4% upside.”

Jefferies upgrades Ford Motor to hold from underperform

The firm says Ford has options to navigate tariffs.

“We expect Ford to remain committed to an electrification strategy and should benefit from a longer adjustment period.”

Deutsche Bank upgrades Mobileye to buy from neutral

Deutsche Bank says the risk/reward is too attractive to ignore ahead of earnings later this quarter.

“Ahead of 3Q earnings, we upgrade Mobileye from Hold to Buy, seeing a favorable risk/reward setup going forward.”