Top Calls on Wall Street: Nvidia, Palantir, Carvana, DoorDash, Credo Technology, Tempus AI, and More

Here are the biggest calls on Wall Street on Thursday:

Oppenheimer reiterates Nvidia as outperform

Oppenheimer says it’s bullish on Nvidia shares ahead of earnings next week.

“We see several structural tailwinds driving sustained out-sized top-line growth in high performance gaming, datacenter/AI and autonomous driving vehicles.”

Bank of America removes Palantir from US1 list

Bank of America removed the data analysis stock from its top ideas list but said it’s sticking with its buy rating.

“We are removing Palantir Technologies Inc. (PLTR) from the US 1 List. PLTR remains Buy-rated.”

Bank of America reiterates Carvana as buy

Bank of America lowered its price target to $400 per share from $460 following earnings but says Carvana remains a share gainer.

“The company remains in growth mode, with best-in-class eCommerce growth driven by market expansion and greater penetration in existing markets.”

Deutsche Bank reiterates DoorDash as buy

Deutsche says DoorDash’s earnings report on Wednesday was a “clearing event.”

“Most positively, with grocery and retail unit economics and international contribution profit turning positive in the 2H, the margin cadence for 2026 should improve dramatically as we move through the year offsetting growth investments that should scale later in 2026.”

Goldman Sachs initiates Credo Technology at buy

Goldman says it sees a “favorable” risk/reward for the connectivity company.

“We initiate coverage of CRDO with a Buy rating and a 12-month price target of $165.”

Mizuho initiates Tempus AI at outperform

Mizuho says shares of the AI healthcare company have plenty more room to run.

“We initiate coverage of Tempus AI, Inc., with an Outperform rating and $100 price target.”

Daiwa upgrades Verizon to buy from outperform and T-Mobile to outperform from neutral

Daiwa says it’s bullish on both cellular companies.

“Given low valuation and w/ best risk/reward, we upgrade VZ to 1/Buy. ... TMUS have recently been raising rates on legacy plans, which supports our view that the industry is showing price rationality.”

Raymond James upgrades Chewy to outperform from market perform

The investment bank says the online pet company stock is too attractive to ignore.

“We upgrade CHWY to Outperform from Market Perform following recent weakness, which creates attractive risk/reward with EV/EBITDA ~8x on 2027E. We like the setup of a low bar coupled with topline and margin opportunities in 2026.”

KeyBanc raises Symbotic to overweight from sector weight

KeyBanc says it’s getting more constructive on the industrial automation stock after a series of investor meetings.

“We hosted investor meetings with SYM’s CFO Izzy Martins and VP Investor Relations Charlie Anderson in NYC and Boston. Following our meetings, we are upgrading to OW from SW with a $70 PT.”