Top Calls on Wall Street: Nvidia, Netflix, AMD, Sandisk, Micron, Microsoft & more

Here are Monday’s biggest calls on Wall Street:

Goldman reiterates Advanced Micro Devices as buy

The firm raised its price target on the stock o $640 per share from $450.

AMD - We see upside in the quarter driven mainly by server CPUs, with some level of potential offset in terms of PC downside; we see a favorable setup for the stock driven by strength in Server CPUs.

Goldman Sachs reiterates Sandisk as buy

The firm raised its price target on Sandisk to $2,200 per share from $1,200.

We believe investor expectations are very elevated into the print given extremely strong 2Q guidance, as well as positive commentary from management in recent weeks.

Bank of America reiterates IBM as buy

The firm raised its price target on the stock to $330 per share from $315.

Reit. Buy as IBM is mixing up to higher margin software (incl. M&A), driving strong FCF, & optionality from quantum.

Goldman Sachs reiterates Netflix as buy

Goldman lowered its price target to $110 per share from $120 but says it’s sticking with Netflix.

In terms of industry data, we frame the upcoming earnings report as likely to demonstrate a headwind to user growth (not reported) and engagement from a mixture of headwinds (seasonality, content slate & being further removed from live event impact).

Wolfe reiterates Microsoft as outperform

Wolfe lowered its price target on the stock but says it’s sticking with Microsoft.

Recent memory price increases have led us to raise our MSFT FY27 Capex estimates ($270B vs. $230B prior), and correspondingly decrease FY27 profitability estimates, as we now estimate MSFT having negative FCF in FY27. Reiterate OP and decrease PT to $525 (vs. $570 prior).

Citi adds a positive catalyst watch on Micron

Citi said it sees higher pricing for Micron.

We add upside Catalyst Watch on MU on higher 2H26 DRAM prices...

Bernstein reiterates Nvidia as outperform

Bernstein said it’s sticking with Nvidia.

The datacenter opportunity is enormous, and still early, with material upside still possible.

Bank of America upgrades T-Mobile to buy from neutral

Bank of America said shares are undervalued.

We upgrade T-Mobile to Buy from Neutral with an unchanged $220 price objective.

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