Top Calls On Wall Street: Nvidia, Apple, AMD, Amazon, Palantir, Nokia, Eli Lilly and More

Here are Tuesday’s biggest calls on Wall Street:

Bank of America reiterates Nvidia, Marvell and Advanced Micro Devices as Buy

Bank of America said to keep buying shares of all three stocks.

“While the sector may remain range-bound in the near term, we expect Compute (NVDA, AMD), Networking (MRVL), and Analog (ADI, ON) to demonstrate greater resilience.”

Evercore ISI reiterates Apple as Outperform

The firm said its survey checks show the latest iPhone 18 data for Apple looks “positive.”

“High-level, the data points are POSITIVE especially considering that Duo isn’t ready for preorders, as average delivery time for ProMax is ~25 days (vs. 19 days last year) and 16 days for Pro (vs. 12 days last year).”

JPMorgan reiterates Amazon as Overweight

JPMorgan said Amazon is a best idea.

“AWS Acceleration & Backlog Build, w/ Operating Profit Upside.”

UBS reiterates Palantir as Buy

UBS raised its price target to $250 per share from $220.

“Last week we attended Palantir’s AIPCon customer/leadership event outside SF, where we spoke with customers and had time with Palantir’s management. Bottom line, our view of Palantir as the best AI enabler in the market was if anything bolstered by these conversations and demand momentum seems robust.”

Rosenblatt initiates Nokia as Buy

Rosenblatt said the company is a “powerhouse.”

“Nokia’s Network Infrastructure segment is quietly becoming one of the best-positioned Optical assets in the AI buildout.”

Berenberg upgrades Eli Lilly to Buy from Hold

Berenberg says the company is firing on all cylinders.

“Investor expectations for Lilly to maintain its lead in the fast-growing obesity market are undoubtedly high. We are confident in this and see upside to FY 2026 guidance.”

Cantor Fitzgerald initiates Samsara as Overweight

Cantor said the company has a differentiated offering.

“For IOT, we think its unique hardware + software combination creates high barriers to entry around its business, and it will be able to capture an outsized portion of its large, under-penetrated TAM. This business also has physical and data network effects that make it stronger the larger it becomes.”

Oppenheimer upgrades Etsy to Outperform from Market Perform

Oppenheimer said it sees a host of positive catalysts ahead.

“Upgrading ETSY to Outperform (from Perform) & establishing $90 target on AI search benefits, product improvements, and app engagement/conversion.”