Here are Wednesday’s biggest analyst calls: SpaceX, Nvidia, Apple, AMD, Meta, Amazon, Tesla, Boeing & more

Here are the biggest calls on Wall Street on Wednesday.

Skip NavigationJoin ICJoin ProLivestreamMenuHere are the biggest calls on Wall Street on Wednesday. Bernstein reiterates Robinhood as outperform Bernstein says Robinhood i s firing on all cylinders following earnings. “Record volumes & pricing trade-offs; prediction markets and new products to drive next leg of growth.” Read more. Yorkville Ives reiterates Nvidia & Meta as outperform The research likes the two companies’ partnership. “Agents are where the next leg of AI spend goes, and in our view Nvidia just secured the pole position for that build at the hyperscaler with the most people to put them in front of. We maintain our OUTPERFORM rating and $920 price target on META and our OUTPERFORM rating and $300 price target on NVDA .” Daiwa reiterates SpaceX as neutral Daiwa raised its price target on SpaceX. “We raise our SOTP-based TP to $159 from $140, reflecting higher valuations across all three segments.” Jefferies upgrades Chemed to buy from neutral Jefferies is bullish on the hospice and plumbing company’s turnaround. “As the co emerges out of recent operating issues that impacted earnings visibility, stability, & growth, we believ e CHE will regain its premium multiple, especially given our expectation for a Q4/FY26 beat vs guidance and as mgmt rebuilds an earnings stability track record.” Read more. Evercore ISI reiterates Apple as outperform Evercore likes Apple’s Mac and iPad upgrade announcements. “Net/Net: We think the refreshed Mac lineup pairs stronger performance with higher pricing, providing a potential lever to defend gross margins, though the benefit depends on incremental hardware costs & consumer demand. … .The redesigned iPad Mini broadens the refresh, while the anticipated touchscreen MacBook Pro could add a premium tier and further support Mac ASPs.” Truist reiterates Amazon as buy Truist is bullish ahead of earnings on Thursday. “We remain constructive on AMZN ahead of 3Q26 results which should come in at the higher- end of expectations/consensus, showing sustained growth at AWS and above-industry growth across its NA marketplace.” Needham initiates Clover Health as buy Needham sees a compelling earnings “opportunity.” “We are initiating coverage of Clover Health (CLOV) with a Buy rating, $6 PT.” Wolfe reiterates Tesla as peer perform Wolfe says the Tesla setup is looking better but is sticking with its peer perform rating right now. “While TSLA will be entering a period of significant cash burn, we nonetheless see an increasingly attractive setup.” Langenberg & Company upgrades Boeing to buy from hold The firm upgraded the aerospace stock and says there’s plenty to like following Boeing ‘s earnings. “We are upgrading to BUY from Hold with a $250 price target. Do we like seeing a delay in commercial airplane production increases for 737 and 787? Of course not. But we love getting to re-enter the stock at a $15 billion lower market cap.” Susquehanna reiterates Advanced Micro Devices as buy The firm raised its price target to $650 per share from $620. ” AMD will report 3Q earnings Tuesday, Nov. 3. In short, we expect better results/guidance, driven primarily by DC [display core].” Gordon Haskett downgrades Instacart to hold from buy Gordon Haskett says it sees “share price upside” if a deal with DoorDash happens. “We’re downgrading CART shares to Hold from Buy as we see potential share price upside from a deal announcement being offset by risk to the downside should a deal fail to materialize.” Roth initiates Anfield Energy as buy Roth says the energy company is undervalued. “We are initiating coverage o f Anfield Energy with a Buy rating and US$5.00 price target.” Guggenheim initiates Madison Square Garden Rangers as buy Guggenheim says it’s bullish on the NHL hockey team owner. “We are initiating coverage of MSG Rangers Corp. (MSGR) with a BUY rating and $278 price target. MSGR became a new public company yesterday following its spin-off from MSG Knickerbockers Corp., MSGK.” Stifel downgrades Whirlpool to sell from hold The firm downgraded the appliance maker after disappointing quarterly results. “We are downgrading WHR shares to Sell from Hold reducing our target price to $20 which we derive by assigning a 6x EV/FY28E EBITDA.”Read More

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