Ratings Weekly | SpaceX, Tesla, Nvidia, Marvell, Salesforce, Alphabet, Broadcom, Oracle and More to Watch

Here are the biggest calls on Wall Street This Week:

Evercore ISI reiterates SpaceX and Nvidia 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 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."

Bank of America reiterates Marvell 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."

Deutsche Bank reiterates Salesforce as buy

Deutsche said the company is firing on all cylinders.

“F2Q provided the clearest evidence yet that Salesforce’s organic revenue growth
has troughed and its second-half reacceleration is more clearly in sight, while also pushing back on concerns that AI will disintermediate core applications.”

Wolfe reiterates Alphabet as outperform

The firm said the stock is a top idea heading into 2027.

“Our Outperform rating is based on our long-term view that the company’s scale, AI investments, category leadership position, and product catalysts should enable Alphabet to outgrow the digital advertising market, gain share in Cloud computing, generate new sources of revenue, and remain highly competitive in the Gen AI race.”

Melius reiterates Broadcom as buy

The firm said the company’s earnings report on September 2 will be “pivotal.”

"Broadcom’s stock is up just 3% this year vs. ~50% for the SMH and +14% for Nvidia. If you’ve been following CDS spreads, you know it’s become a bit of a battleground stock nowadays."

Citi reiterates Oracle as buy

The firm added a positive catalyst watch on the stock and said it’s a “historic” opportunity to own the shares.

"We are opening a positive catalyst watch and revisiting the Oracle Cloud bull case. We see opportunity after one of the most extreme dislocations and drawdowns in the stock’s history, driven by investor capitulation and multiple technical selling factors."