Ratings Weekly | SpaceX, Tesla, Apple, Marvell, Amazon, Micron, Palantir and More To Watch

Here are the biggest calls on Wall Street This Week:

SpaceX Lands Investment-Grade Credit Ratings From Moody’s, Fitch and S&P

Moody's issued a "Baa1" rating, Fitch a "BBB+" and S&P Global Ratings a "BBB" — all signaling that SpaceX's debt is considered investment-grade, generally indicating a moderate credit risk with sufficient capacity to meet financial commitments.

Goldman Sachs reiterates Tesla Motors as Neutral

Goldman says its checks show Tesla delivery numbers will come in ahead of consensus.

“We believe that Tesla’s 2Q26 vehicle deliveries are likely tracking ahead of consensus and we raise our forecast to 420K from 405K.”

Bank of America reiterates Apple as buy

The firm says it thinks price increases are already built into the stock.

“In an exclusive interview with the Wall Street Journal, outgoing CEO Tim Cook noted that Apple is forced to raise pricing to offset the impact of escalating memory costs. We had already expected Apple to raise pricing and had reflected about a $100 price increase in our prior estimates.”

Jefferies reiterates Amazon.com as buy

Jefferies says it’s bullish on the company’s partnership between AWS and OpenAI.

“We expect AWS growth to accelerate to 31% y/y in ’26 vs. 20% in ’25. AMZN remains one of our top 2H26 picks.”

KeyBanc reiterates Marvell Technology as overweight

The firm raised its price target on Marvell to $385 per share from $260.

“We introduce FY29E and, given our more constructive view, raise our estimates and increase PT to $385.”

Rosenblatt reiterates Micron Technology as buy

Rosenblatt raised its price target on Micron to $1,200 from $600 ahead of earnings next week.

“We expect Micron to report a beat-and-raise as continued pricing increases, broadening AI demand, and constrained supply extend the memory upcycle.”

Loop reiterates Palantir Technologies Inc. as buy

Loop says it’s sticking with the stock after a meeting with the company.

“Through that lens, we think Palantir’s premium valuation may be better understood not as a reflection of its current revenue and earnings profile, but as the market assigning value to the possibility that the company is building the next foundational software layer for industrial enterprises.”

Cantor Fitzgerald reiterates CoreWeave, Inc. as Overweight

Cantor says CoreWeave shares are attractive.

“With shares trading on 6.2x EV/EBITDA we believe risk/reward is very attractive in the lead up to 2Q26 results.”

Barclays reiterates Nike as overweight

Barclays says it’s sticking with the stock for the “long-term opportunity.”

“At current valuation levels, NKE reflects a turnaround/restructuring story, replacing its historic positioning as a premium global growth story.”