What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Nov. 3-7.
Jefferies reiterates CoreWeave as buy
Jefferies calls the stock “very attractive.”
“We see an attractive risk/reward profile, with CRWV now trading at 17x our rolled-forward EV/CY27 EBIT, compared to MSFT, AMZN, and ORCL...”
Citi reiterates CoreWeave as buy
Citi raised its price target on the stock to $192 per share from $164.
“In the near term, we see CRWV as one of the larger AI beneficiaries across our coverage.”
UBS reiterates Apple as neutral
UBS says it sees Apple as a beneficiary in the wearable technology space for personalized nutrition.
“We see ready-to-eat / recipe box companies such as Hello Fresh, and wearable tech companies such as Apple to be the largest beneficiaries of the shift towards truly personalized nutrition.”
Morgan Stanley reiterates Apple as overweight
Morgan Stanley said it’s bullish on Apple robotics.
“We estimate Apple Robotics can generate $133bn of revenue by 2040 in our ‘median case’, with upside toward $300bn of revenue, equating to $20-65 of per share value today.”
Bank of America reiterates Apple as buy
The firm said it’s sticking with Apple after checks show App Store revenue grew.
“For the month of October, App store rev increased +8.8% y/y globally, outpacing app store download growth of +0.4% y/y. Reiterate Buy on strong capital returns, eventually winner at AI at the edge & optionality from new products/markets. PO stays at $325 on 32x C27E EPS of $10.11.”
Barclays reiterates Tesla as equal weight
Barclays says Tesla still needs to work on its growth initiatives following Thursday’s shareholder vote.
“While there were few surprises at today’s Tesla AGM, the event broadly reminded us of the
excitement investors face ahead on Tesla’s growth prospects. Yet we believe the key question for the stock now remains on the execution path for Tesla’s growth initiatives.”
Wedbush reiterates Tesla as outperform
Wedbush says it’s sticking with the stock ahead of Thursday’s shareholder meeting.
“We expect Musk to get overwhelming shareholder approval on the potential $1 trillion pay package despite some opposition from various shareholders/ISS and send a loud and clear message to Elon being “wartime CEO” during this most important chapter of growth in Tesla’s history as the AI Revolution is here. We maintain OUTPERFORM and $600 PT.”
Macquarie upgrades Unity to outperform from neutral
Macquarie says in an upgrade of Unity that the software company is well positioned for growth.
“Mgmt’s execution has been solid and we have greater confidence in the long-term growth opportunity driving increased FCF and operating leverage.”
Wells Fargo reiterates Micron Technology as buy
Wells Fargo raises its price target on Micron to $300 per share from $220.
“This week we hosted meetings w/ CEO, Sanjay Mehrotra & EVP, Global Operations, Manish Bhatia. Mtgs reinforce +thesis on MU’s execution / competitive position (HBM4 confidence) & memory industry dynamics. Increase ests; PT to $300.”
Bernstein reiterates Nvidia as outperform
The firm said Nvidia is a key player in the robotic chip market.
“We see Nvidia and Horizon as early movers in the segment with high potential to win in the market.”
Melius reiterates Broadcom and Nvidia as buys
Melius says Broadcom and Nvidia are cloud capex leaders.
“We just raised our 2026 and 2027 estimates for cloud capex (6 companies) by $85B and $192B, respectively, with 50%+ of that upside to be spent on compute/networking. Nvidia takes the biggest chunk of that, followed by Broadcom.”
Argus upgrades Super Micro to buy from neutral
Argus said buy the dip in Super Micro shares.
“In our view, missteps by the company on revenue delivery and margin shortfalls are fully reflected in the share price, while the potential for strong forward momentum is being overlooked.”
Loop reiterates Super Micro as buy
Loop says it remains bullish on the stock following earnings on Tuesday.
“Reiterating our Buy and $60 PT post SMCI’s Sep Q EPS as our FY2027 EPS doesn’t change
($3.00) ’tho the complexion of getting there has.”
UBS reiterates Advanced Micro Devices as buy
UBS raises its price target to $300 per share from $265 ahead of earnings on Tuesday.
“With its first Analyst Day since before ChatGPT taking place next week, there wasn’t likely to be a ton new at earnings to swing the debate - and that was indeed the case. Set against the rally in shares into this report, we could see a pullback tomorrow. That said, we would not get cute here ahead of the Analyst Day because AMD probably lays out a path of $15-20 in EPS later this decade and AWS is probably still out there as a catalyst too.”
Morgan Stanley reiterates Alphabet as overweight
Morgan Stanley says Alphabet’s Google Cloud could grow “50%+ in 2026.”
“We view Google Cloud growth as continued driver of GOOGL multiple expansion and AI-driven outperformance. Remain OW, $330 PT.”
Mizuho reiterates Amazon as buy
The firm raised its price target on the stock and says it likes Amazon’s deal with OpenAI.
“We reiterate our Outperform rating and increase our PT to $315 (from $300 prev) reflecting higher multiples on increased confidence post the 3Q print / commentary / OpenAI deal.”