Top Calls on Wall Street: Nvidia, Microsoft, Berkshire, Apple, Tesla, Micron & More

Tiger Newspress
10/27

Here are the biggest calls on Wall Street on Monday:

Wells Fargo reiterates Bank of America as overweight

The firm raised its price target on the stock.

“We expect BAC to post a new 16%-18% ROTCE target at its Nov. 5 investor day on expectations that it can better monetize its unique franchise. Increase PT from $60 to $62 post 3Q25 earnings when we increased ests.”

Bank of America upgrades Doximity to buy from neutral

The firm says it’s bullish on the social platform for physicians.

“We are upgrading shares of Doximity (the prominent online platform for physicians where top 20 pharma advertises) from Neutral to Buy...”

Mizuho reiterates Nvidia and Broadcom as outperform

Mizuho called both stocks “best positioned.”

“We believe NVDA and AVGO remain best-positioned with leadership in the AI Datacenter...”

JPMorgan reiterates Alphabet as overweight

JPMorgan raised its price target on the stock to $300 per share from $260.

Google is the 2nd best performing Mag 7 name YTD—up 37% YTD and 80% from the April lows (compared to the SPX +15% and +36%)—and our recent discussions with investors frequently focus on what’s next following the big run.”

Citi reiterates Micron as buy

Citi says it sees rising AI demand for the stock.

“We raise our already above-Consensus estimates and price target from $240.00 to $275.00 and maintain our Buy rating on MU.”

KBW reiterates Berkshire Hathaway to underperform from market perform

KBW says things are “not moving in the right direction for Berkshire.

“We lower our rating on BRK.A’s shares to Underperform from Market Perform
and our target price to $700,000 from $740,000.”

RBC upgrades Honeywell to outperform from sector perform

RBC says it sees “growing momentum.”

“We are upgrading Honeywell from Sector Perform to Outperform following a solid 3Q25 that, in our view, marks the start of the breakup catalyst-rich phase heading into the planned 2H26 separation of Aero/ Automation.”

Guggenheim upgrades Microsoft to buy from neutral

Guggenheim upgraded the stock ahead of earnings later this week and says it’s well positioned for AI.

“We are upgrading the shares of MSFT to Buy from Neutral and introducing a Price Target of $586, representing 12% upside from current levels.”

JPMorgan reiterates Apple as overweight

JPMorgan raised its price target on the stock to $290 per share from $280.

AAPL shares are heading into the upcoming earnings print with a greater halo of positivity than any time in the past year with the discussion around the investment thesis narrowing down to outcomes on iPhone sales for the iPhone 17 series, and following it, the iPhone 18 series to be launched next year.”

JPMorgan upgrades Five Below to overweight from neutral

JPMorgan says the risk/reward is too attractive to ignore for the discount retailer.

“Upgrading FIVE to Overweight raising 3Q SSS [same-store sales] to +10.0% and EPS +72% above Consensus noting +20-30bps of incremental operating leverage per comp point of upside and risk/ reward of $161 by $227.”

Goldman Sachs reinstates DoorDash as buy

Goldman reinstated coverage of the stock and says it sees a slew of positive catalysts.

“With the close of the Deliveroo acquisition, we reinstate a rating on DoorDash (DASH) at Buy, with a $315 12-month price target.”

Truist upgrades Booking Holdings to buy from neutral

Truist says the secular downside risk fears are overdone.

“We are upgrading BKNG to Buy from Hold driven by Asia’s long-term travel outlook, steady global GDP growth, more attractive valuation, and arguably too much near-term investor concern on secular downside risks from emerging AI platforms...”

Morgan Stanley reiterates Tesla as overweight

Morgan Stanley says Tesla’s recent earnings report had several “show-stoppers.”

“I’m callin’ it. Autonomous cars are solved. When I say solved, do I mean six or seven 9′s to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros. It’s a James Watt moment that changes transportation forever. Tesla’s 3Q results included 3 ‘show-stoppers’ that seemed to go largely under the radar...”

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