Wall Street Analyst Ratings Roundup: NVIDIA, Apple, SpaceX and Others Reiterated as Buy
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Multiple Wall Street banks issued bullish ratings on Monday covering Nvidia, Apple, SpaceX and over a dozen other names; whether this single-day cluster of upgrades can sustain a sector rotation still hinges on upcoming earnings.
What signals did the big three in tech receive?
UBS reiterated its buy rating on Nvidia, saying a management meeting reinforced confidence in the demand outlook. This means → the bottleneck has shifted from "not enough buyers" to land, power, and factory capacity falling behind.
JPMorgan raised Apple's target price from $340 to $360 and maintained its overweight rating, citing a shifting seasonal rhythm in iPhone revenue. In plain terms = JPMorgan thinks the peak-and-trough pattern of iPhone sales is flattening, making future revenue more predictable than the market expects.
Pivotal raised SpaceX's target price to $230 and maintained its buy rating, projecting Starlink's global mobile subscribers to reach roughly 160 million by 2036 at an average monthly revenue just above $20.
What supports the "inflection point" story for software stocks?
Morgan Stanley upgraded Manhattan Associates — a supply-chain software firm — from equal-weight to overweight, citing accelerating cloud bookings and early AI traction. This means → Morgan Stanley sees the company shifting from waiting for a tailwind to an upward inflection in business momentum.
Northland upgraded C3.ai from market perform to outperform, pointing to a "new growth engine" and an upcoming period of easier year-over-year comparisons.
Morgan Stanley also named eBay a top pick, noting the U.S. live-commerce market has grown more than fivefold in two years to $27 billion, with an estimated CAGR of roughly 22% through 2030.
Who got called out in financials and healthcare?
Deutsche Bank initiated coverage of Interactive Brokers with a buy rating, calling it one of the best-positioned brokerage platforms to ride the global trend toward self-directed investing.
JPMorgan upgraded Biogen — a biopharma company — from neutral to overweight, citing an increasingly attractive catalyst path and an improved long-term growth outlook. This means → JPMorgan is not banking on a short-term spike but on a growing queue of pipeline catalysts.
What opportunities are hiding in industrials and infrastructure?
Citi upgraded Allison Transmission from neutral to buy with a $135 target price, anchored by strong free-cash-flow generation.
Citi also upgraded Blackstone Digital Infrastructure Trust — a data-center REIT — from neutral to buy, but lowered the target price from $23 to $20. In plain terms = Citi sees the stock as having fallen roughly 17% from its IPO price, creating enough of a discount to warrant entry.
Raymond James upgraded T-Mobile to outperform, arguing the market has overblown fears about satellite competition from SpaceX.
Which other contrarian upgrades stand out?
Wells Fargo upgraded Tyler Technologies — a government-IT software firm — from equal-weight to overweight, arguing that fears of AI disruption are overstated and that 2027 offers room for an earnings rebound.
All of these ratings dropped on a single trading day, with a decidedly bullish tilt. This reflects a synchronized uptick in Wall Street's risk appetite across multiple sectors — but whether it can translate into a sustained sector rotation remains contingent on the next earnings season.
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