Ratings Weekly | Nvidia, Apple, Microsoft, Amazon, Netflix, Palantir, Broadcom, CoreWeave, Carvana 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 Feb. 16-20.

Wells Fargo reiterates Nvidia as overweight

Wells says investors should buy the weakness ahead of earnings next week.

“We recommend buying NVDA ahead of F4Q26 print (2/25). Increase estimates; expect very strong demand/ramp commentary and increased confidence in GPU spend dominance. With shares trading at ~19x CY27 P/E, we think NT sentiment is likely bottoming.”

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.”

Citi reiterates Nvidia as buy

Citi says it’s bullish heading into earnings next week.

“We recommend investors add to NVDA as valuation looks attractive with the stock likely to outperform in 2H26 as demand visibility extends into 2027.”

Deutsche Bank reiterates Nvidia as hold

Deutsche is sticking with its hold rating on Nvidia ahead of earnings next week.

“Additionally, we see the current valuation as the most appealing in quite some time but are less clear as to whether near term strength would come as a surprise to investors and/or overcome the sector wide concern weighing on AI-related semi stocks. Consequently, we maintain our Hold rating, albeit with the risk/reward into earnings incrementally more positive than in recent quarters.”

Evercore ISI reiterates Apple as outperform

Evercore says the “bear concerns” over Apple have mostly been removed.

“Stock remains a relative underweight as folks spend time thinking through the iPhone 17 cycle and potential levers for upside in H2:26/CY27. Most investors concede that some of the severe bear concerns have been removed.”

Wedbush reiterates Apple as outperform

Wedbush says the Apple sell-off is overdone.

“That said, we believe this recent worry and sell-off in Apple’s shares is unwarranted as the focus is Apple getting its AI strategy right and releasing its advanced AI features by the summer timeframe and that still appears on target.”

Citigroup reiterates Microsoft as buy

Citi said investors should buy the dip on Microsoft.

“We reiterate our Buy rating and note shares are at ~decade low valuations and a discount to the S&P500 on forward P/E– a level only briefly seen in 2022.”

Morgan Stanley reiterates Amazon as overweight

Morgan Stanley says the stock remains a top idea and AI winner.

“AMZN is Top Pick as AWS/Retail both under-appreciated GenAI winners. AWS seems set to further accelerate as capex yield framework shows how it could grow 30%+ in ’26/’27. We also discuss why AMZN is an agentic winner with leverage and why partnerships would be positive/ manageable”

Wedbush reiterates Netflix as outperform

Wedbush urged investors to remain calm and keep buying the stock as the Netflix deal for WBD remains uncertain.

“We expect volatility in shares until the April shareholder vote and Netflix’s Q1:26 earnings results. A lengthy regulatory process notwithstanding, we expect less overhang after the shareholder vote.

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.”

Mizuho upgrades Palantir to outperform from neutral

Mizuho sees “spectacular growth.”

“PLTR is in a category of one, delivering total revenue growth, acceleration, and margin expansion at scale that is unlike anything else in software.”

Goldman Sachs reiterates Broadcom as buy

Goldman said it’s bullish ahead of Broadcom earnings next week.

“Expect a solid quarter, with continued AI momentum.”

Morgan Stanley reiterates CoreWeave as equal weight

The investment bank is cautious ahead of earnings on Feb. 26.

“CoreWeave has secured and expanded large contracts from the most demanding GenAI users, though easing investor concerns regarding management’s ability to consistently execute on stated goals will require 1) exiting the year with >850 MW of active power, 2) resolving prior data center delays, and 3) outlining a credible path to securing an additional 5 GW of capacity.”

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.”

JPMorgan reiterates Carvana as overweight

JPMorgan says AI fears are overblown for Carvana.

“CVNA’s Vertically Integrated Infra a Key Moat That Is Hard to Disrupt and Uniquely Positioned to Adopt/Leverage AI to Differentiate Further.”

Barclays initiates Eli Lilly at overweight

Barclays said the pharmaceutical giant is a “market leader.”

“Unlike the prior go-to treatments for obesity (i.e., diet and exercise), we do not view the medical treatment of obesity as a fad, and believe GLP-1(+)s represent a durable structural shift, with Eli Lilly likely to remain the market leader.”

HSBC downgrades Walmart to hold from buy

HSBC downgraded Walmart following earnings, citing slowing “momentum.”

“The lack of immediate momentum means we cut our rating to Hold (from Buy) with TP of USD131 from USD122.”

Citigroup upgrades StubHub to neutral from sell

Citi says the headwinds are now priced in for the ticket company.

“We initiated on StubHub with a Sell/High Risk rating with a bearish view on 2026 EBITDA estimates. Over the past month, the stock has fallen ~45%. We attribute the weakness primarily to AI fears and heightened regulatory concerns. We believe regulatory headwinds are now largely incorporated in the prevailing equity value.”

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.”

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.”

Truist upgrades Shopify to buy from hold

Truist says investors should buy the weakness.

“Large drawdown in software valuations related to AI fears has created attractive buying oppty for L-T investors in Shopify, in our opinion. Shopify is one of the few software co’s to show strong accelerating growth recently.

Barclays upgrades Etsy to overweight from equal weight

Barclays upgraded Etsy following earnings.

“At ~8x our new FY27 EBITDA, valuation isn’t stretched in absolute terms even though EBITDA growth is somewhat lackluster; as topline growth improves, we’d expect multiple expansion to follow suit. Upgrade to Overweight from Equal Weight, PT $72.”

Morgan Stanley reiterates Palo Alto Networks as overweight

Morgan Stanley says shareholders should buy any weakness in Palo Alto shares following earnings. The firm lowered its price target to $223 per share from $245.

“Company presented a compelling argument for AI as a tailwind for cyber, which given competitive positioning and growing platform from M&A, leave us firmly OW and buyers of weakness.”

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.”

UBS upgrades Southwest to buy from neutral

UBS says it likes the company’s new initiatives.

“We upgrade LUV to Buy from Neutral & raise our price target to $73 (from $51).”

Melius upgrades Chevron to buy from hold

Melius says it likes the company’s execution.

“Bottom Line. Chevron’s strategy couldn’t be clearer: value over volume. The investment profile is differentiated by 1) the focus on shareholder returns including dividends and buybacks (European Oils are shrinking buybacks), 2) an uptick in exploration focused on high-impact frontier regions.”

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.”