Ratings Weekly | Nvidia, Apple, SpaceX, Tesla, Microsoft, Palantir and More to Watch

Here are the biggest calls on Wall Street This Week:

UBS Reiterates Nvidia as Buy

UBS maintained its Buy rating on NVIDIA, citing September Taiwan export data as evidence of strong AI demand.

The firm said elevated export levels remain consistent with healthy underlying demand driven by AI.

Citi Reiterates Nvidia as Buy

Citi remains bullish on Nvidia ahead of its earnings report later this quarter.

The firm expects Nvidia to capture the bulk of AI accelerator spending, supported by its technology leadership and large installed base.

Rothschild & Co Redburn Reiterates Apple as Buy

Rothschild & Co Redburn maintained its Buy rating on Apple, while highlighting the need for the company’s AI strategy to deliver more compelling results by 2027.

The firm said Meta’s Muse assistant is unlikely to replace smartphones but serves as a reminder that Apple’s fast-follower approach to AI must impress investors.

Yorkville Ives Initiates Tesla as Outperform

Yorkville Ives initiated coverage of Tesla Motors with an Outperform rating, describing the company as being in the early stages of its growth opportunity.

The firm views Tesla as one of the clearest ways to gain exposure to physical AI in public markets.

Morgan Stanley Reiterates Microsoft as Overweight

Morgan Stanley remains bullish on Microsoft’s full-stack AI platform, calling the company a key AI winner.

Barclays Initiates SpaceX as Overweight

Barclays initiated coverage of SpaceX with an Overweight rating and a $254 12-month price target, citing strong execution and significant upside potential.

Goldman Sachs Upgrades Palantir to Buy from Neutral

Goldman Sachs upgraded Palantir Technologies Inc. to Buy from Neutral with a 12-month price target of $230, saying the company is firing on all cylinders.

Morgan Stanley Reiterates Netflix as Overweight

Morgan Stanley maintained its Overweight rating on Netflix but lowered its price target to $80 from $83.

The firm believes Netflix remains attractively valued, arguing that continued double-digit revenue growth and 150–200 basis points of margin expansion could support approximately 15% annual EPS growth.

Rosenblatt Initiates Nebius as Buy

Rosenblatt initiated coverage of NEBIUS with a Buy rating, citing strong growth potential.

The firm believes Nebius is well positioned to benefit from massive spending on AI training and inference, placing it just behind CoreWeave among leading neocloud providers.