Ratings Weekly | Apple, Nvidia, Amazon, Meta, Alphabet, Coinbase, UnitedHealth, 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 Oct. 27 - Oct. 31. 

1. Apple

Morgan Stanley reiterates Apple as overweight

The firm raised its price target to $305 per share from $298 following earnings.

“iPhone growth is accelerating, Services is outperforming, and AAPL is protecting GMs better than we expected.”

Bank of America reiterates Apple as buy

Bank of America raised its price target to $320 per share from $270.

“Apple’s ecosystem, its brand and its large installed base remains a competitive advantage.”

Baird reiterates Apple as outperform

Baird said it’s bullish ahead of Apple earnings on Thursday. The firm raised its price target to $280 per share from $230.

“Expect solid FQ4 results/guidance. It’s still early in the iPhone 17 cycle, but early indicators appear to be directionally supportive, including solid upgrade rates posted by AT&T/T-Mobile last week. However, the bigger focus is likely to be the December-quarter outlook, and we’d note that current estimates look potentially conservative based on historical sequential seasonality”

JPMorgan reiterates Apple as overweight

JPMorgan raised its price target on the stock to $290 per share from $280.

“AAPL shares are heading into the upcoming earnings print with a greater halo of positivity than any time in the past year with the discussion around the investment thesis narrowing down to outcomes on iPhone sales for the iPhone 17 series, and following it, the iPhone 18 series to be launched next year.”

2.Nvidia

Goldman Sachs reiterates Nvidia as buy

Goldman raised its price target on the stock to $240 per share from $210.

“We expect Nvidia to deliver a beat-and-raise quarter, with the stock reaction likely hinging on the level of upside to guidance.”

Bank of America reiterates Nvidia as buy

Bank of America raised its price target on Nvidia after a meeting with management.

“Meanwhile we think valuation at 32x/25x CY26E/27E PE remains compelling given it represents <1x earnings growth rate versus broader Mag-7 and growth peers at >2x. Raise PO to $275 from $235...”

UBS reiterates Nvidia as buy

UBS raised its price target on the stock to $235 per share from $205.

“In addition to a number of new partnerships, NVDA’s new demand commentary suggests Street estimates are too low by a significant margin.”

JPMorgan reiterates Nvidia as overweight

JPMorgan says Nvidia is a beneficiary of “strong AI server spending.”

“We expect AI-related demand to drive a multi-year runway of growth for NVDA’s datacenter GPU business...”

3. Amazon.com

UBS reiterates Amazon as buy

UBS raised its price target on Amazon ahead of earnings on Thursday.

“We raise our price target to $279 from $271 as we roll forward our valuation parameters by one quarter.”

Loop reiterates Amazon as buy

Loop says it’s standing by Amazon ahead of earnings on Thursday.

“We are bullish on the stock ahead of earnings because: (1) we see several signs that AWS revenue growth has started to accelerate and the growth curve will continue to bend upward, (2) we think acceleration in retail units observed in 2Q will continue...”

Bank of America reiterates Amazon as buy

Bank of America raised its price target on the stock to $303 per share from $272 following earnings.

“We think Amazon’s focus on the customers and the buyer experience is right for the Internet. We think Amazon is well positioned to capitalize on the global growth of eCommerce and other secular trends such as cloud computing, online advertising and connected devices.”

4.Meta

Bank of America reiterates Meta as buy

Bank of America lowered its price target to $810 per share from $900 following earnings.

“We expect Meta stock to be controversial given a limited EPS growth outlook and y/y FCF pressure in 2026.”

Oppenheimer downgrades Meta to perform from outperform

The firm says there’s “too much uncertainty” surround the company’s AI investments following earnings.

“Downgrading META to Perform (from Outperform) as risk/reward properly reflected after-hours.”

5. Alphabet

Bank of America reiterates Alphabet as buy

Bank of America raised its price target on the stock to $335 per share from $280 following earnings.

“We see Alphabet as well positioned long term with leading AI technology to apply to search, YouTube and Cloud businesses.”

JPMorgan reiterates Alphabet as overweight

JPMorgan raised its price target on the stock to $300 per share from $260.

“Google is the 2nd best performing Mag 7 name YTD—up 37% YTD and 80% from the April lows (compared to the SPX +15% and +36%)—and our recent discussions with investors frequently focus on what’s next following the big run.”

6. Microsoft

Morgan Stanley reiterates Microsoft as overweight

Morgan Stanley raised its price target on the stock to $650 per share from $625 following earnings.

“Microsoft exceeded consensus across all three business segments, yielding a ~3% total revenue beat, as the company executes well to ramping AI demand.”

Guggenheim upgrades Microsoft to buy from neutral

Guggenheim upgraded the stock ahead of earnings later this week and says it’s well positioned for AI.

“We are upgrading the shares of MSFT to Buy from Neutral and introducing a Price Target of $586, representing 12% upside from current levels.”

7.Tesla

Bank of America reiterates Tesla as neutral

Bank of America raised its price target on Tesla but says the stock’s valuation is “stretched.”

“We raise our PO to $471 from $341, still based on our sum-of-the-parts.”

Morgan Stanley reiterates Tesla as overweight

Morgan Stanley says Tesla’s recent earnings report had several “show-stoppers.”

“I’m callin’ it. Autonomous cars are solved. When I say solved, do I mean six or seven 9′s to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros. It’s a James Watt moment that changes transportation forever. Tesla’s 3Q results included 3 ‘show-stoppers’ that seemed to go largely under the radar...”

8.Reddit

Morgan Stanley reiterates Reddit as overweight

Morgan Stanley raised its price target to $250 per share from $230 following earnings.

“Going forward, RDDT’s ability to drive higher user retention and user growth via improved personalization/onboarding key to potential multiple expansion. PT to $250.”

Deutsche Bank reiterates Reddit as buy

Deutsche said it’s bullish on the stock ahead of earnings on Thursday.

“While Google-related referral traffic concerns remain, internal initiatives appear to be a focus, potentially giving Reddit more control of user growth including 1) the new marketing strategy (both brand and performance), and 2) partnerships with publishers, such as with video game news sites and other referral surfaces, which combined should further stabilize user growth.”

9. Coinbase

Bernstein reiterates Coinbase as outperform

Bernstein said the stock is firing on all cylinders following earnings.

“Coinbase is executing on its crypto dream, where blockchain rails would re-architect capital markets, banking and payments. It is also fast becoming the AWS of Crypto financial infrastructure as big banks such as JPM, Citi, PNC choose Coinbase as their Crypto partner.”

H.C. Wainwright upgrades Coinbase to buy from sell

The firm upgraded the stock ahead of earnings.

“We are upgrading our rating on COIN to Buy from Sell on our bullish outlook for crypto asset prices in 4Q alongside regulatory tailwinds.”

10. UnitedHealth

Deutsche Bank downgrades UnitedHealth to hold from buy

Deutsche downgraded the stock on valuation.

“However, with what we now see as a multi-year beat-and-raise story with no wiggle room priced into the shares, we are downgrading UNH shares to Hold.”

11.Palantir

Wedbush reiterates Palantir as outperform

Wedbush says it’s bullish ahead of earnings on November 3.

“We continue to believe Palantir has the potential to be a trillion-dollar market cap company in the next few years as the AI Revolution takes hold and AI production continues to ramp up.”

12. Micron Technology

Citi reiterates Micron as buy

Citi says it sees rising AI demand for the stock.

“We raise our already above-Consensus estimates and price target from $240.00 to $275.00 and maintain our Buy rating on MU.”

13. Western Digital

Citi opens a positive catalyst watch on Western Digital

Citi said it sees “robust cloud momentum” following earnings.

“WDC reported strong results and issued a solid guide.”