Bernstein reiterated its outperform rating on Nvidia on Monday, setting a $400 price target on the strength of the datacenter business. The same round of Wall Street calls also touched Apple, Microsoft, Tesla, Wells Fargo and Samsara.
Bernstein stays bullish on Nvidia's datacenter bet
Bernstein reiterated an outperform rating on Nvidia with a $400 price target on Monday. According to CNBC: "The datacenter opportunity is enormous."
Apple and Microsoft draw fresh commentary
JPMorgan reiterated Apple as overweight, noting that iPhone lead times moderated in the fourth week of its Product Availability Tracker, with the pullback for the iPhone 18 Pro sharper than both the prior week and the year-ago cycle. Separately, Melius upgraded Microsoft to buy from hold, arguing that Satya Nadella's team is becoming central to AI security and governance, an area Melius says is likely still in its early innings.
Tesla and other notable calls
Canaccord reiterated Tesla as buy following Friday's delivery figures, framing the stock as a bet on robotics – from four-wheeled autonomous vehicles to humanoid machines – rather than on deliveries alone. Elsewhere, Morgan Stanley upgraded Wells Fargo to overweight from equal weight, saying normalizing balance sheet growth should ease funding pressure and stabilize net interest margin. Jefferies initiated Samsara at buy, estimating the IoT company has penetrated only about 1% of its $175 billion addressable market.
Source: CNBC
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