Top Calls on Wall Street: Apple, Tesla, SpaceX, Micron, Credo, Estee Lauder, Visteon & More

Here are Monday’s biggest calls on Wall Street:

Bank of America reiterates Apple as buy

Bank of America says Apple’s Siri is underappreciated.

“In our view, Apple’s WWDC 2026 announcement represents a material positive reset of its AI strategy, with Siri AI repositioned as a context-aware, multimodal, cross-app assistant embedded across the Apple ecosystem.”

Jefferies reiterates Tesla as hold

Jefferies raised its price target to $375 per share from $350.

“Tesla shares did not sell off ahead of the SPCX IPO or since. Consensus that a merger will be next and soon may turn TSLA into a tracker as shareholders try to minimize stake dilution.”

KeyBanc initiates SpaceX as sector weight

KeyBanc says the stock is fairly valued.

“SPCX possesses significant disruptive growth avenues, though we believe this is reflected in current valuation and risk/reward appears balanced, in our view.”

Bernstein reiterates Micron as outperform

Bernstein raised its price target on the stock to $1,300 per share from $510.

“We maintain Outperform on Samsung, SK hynix and Micron and raise price targets to KRW440,000 (vs 225,000), KRW3,300,000 (vs 1,150,000) and US$1,300 (vs 510) respectively, driven by increased forecasts of conventional memory pricing as well as HBM [high bandwidth memory] pricing going forward.”

Evercore ISI initiates Credo as outperform

Evercore says the “AI connectivity play” has plenty of upside.

“We initiate CRDO with an OP rating and $325 price target.”

Goldman Sachs reinstates Estee Lauder as buy

Goldman reinstated coverage of the stock and says it’s undervalued.

“We are reinstating a rating on EL at Buy with a 12-month price target of $100, as we believe the market is underestimating the sustainability of EL’s growth momentum following several years of execution challenges and underperformance.”

JPMorgan upgrades Visteon to overweight from neutral

JPMorgan says the stock is “uniquely positioned.”

“While select auto suppliers have re-rated on optimism around exposure to non-auto verticals, particularly AI/DC related, we believe VC is uniquely positioned to drive significant outgrowth within automotive and related verticals with less execution risk.”

Seaport upgrade BWX Technologies to buy from neutral

Seaport says it sees strong “commercial nuclear growth.”

“We are upgrading BWXT to a Buy rating (from Neutral) with a target of $245/shr...”

TD Cowen reiterates Pinterest as buy

TD Cowen says the stock is a best idea.

“PINS is our Best Smidcap Idea for ’26 as we think the company is well positioned with growth levers including i) Ramping Performance+ adoption driving lower funnel ad rev; ii) Monetization upside, helped by revamped go-to-market strategy; iii) Measurement / optimization driving better outcomes.”