Top Calls On Wall Street: Nvidia, SpaceX, Moderna, TeraWulf , Amazon,Marvell, and More

Here are Friday’s biggest calls on Wall Street

Evercore ISI reiterates SpaceX and Nvidia (NVDA) as outperform

Evercore said it’s bullish on the partnership between the two companies.

"Nvidia’s call reinforces SpaceX AI’s position in the earliest Vera customer cohort, while 4Q27 orbital timing adds an earlier validation point ahead of our FY29 capacity assumption."

Bank of America reiterates Tesla (TSLA) as buy

The firm said its checks show Tesla robotaxis are well positioned for pricing but with longer waiting times than competitors.

"We think Tesla is likely maintaining a lower price point relative to competitors as it continues gathering data and scaling its robotaxi footprint."

Evercore ISI reiterates Amazon (AMZN) as outperform

Evercore raised its price target on the stock to $355 per share from $315 following the firm’s annual online retail survey.

"Overall, our survey shows for the first time, survey evidence that Agentic AI is actually additive for Amazon Retail, with 57% of Alexa AI users buying a product they were not previously aware of..."

Bank of America reiterates Affirm (AFRM) as buy

Bank of America raised its price target on Affirm to $104 per share from $93 following earnings.

"Best in Class Compounder Still Has Room to Run."

Bank of America reiterates Marvell (MRVL) as buy

Bank of America said Marvell has “rare accelerating growth” following earnings.

"Reiterate Buy as we see MRVL as a unique growth franchise poised to accelerate its top-line growth rate towards mid-50s YoY from mid-40s YoY currently, driven by a diversity of leading cloud customers and IP across compute, networking, optics, security and storage."

William Blair initiates TeraWulf (WULF) as outperform

William Blair said shares are compelling.

"We are initiating coverage of TeraWulf at Outperform. We view the recent pullback in shares as a favorable risk/reward entry point and our base-case fair value of $31 per share implies about 92% upside."

Argus upgrades Moderna (MRNA) to buy from neutral Argus said investors should buy the dip.

"Recently, the company announced positive topline Phase 3 results for a trial of its personalized cancer vaccine. Given the strength of this new data, Moderna and its partner Merck plan to engage regulators on the basis of these results."