Wall Street's Major Friday Ratings: NVIDIA, Tesla, Apple and More Receive Reviews from Multiple Firms
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On October 16, multiple Wall Street firms issued ratings on Nvidia, Tesla, Apple, Mobileye, and SpaceX; their points of agreement and disagreement head into earnings season for a reality check.
Nvidia faces three bear worries — why does Evercore push back?
Evercore ISI reiterated a Buy on Nvidia, stating it will keep holding the stock.
The market has three concerns: DeepSeek lowers AI demand, DeepSeek shifts compute away from Nvidia, and Blackwell chip deliveries are delayed.
This means → the bear case rests on two threads: "AI demand has peaked" and "the supply chain is breaking."
Evercore says its channel checks contradict all three worries. In plain terms = they surveyed the supply chain firsthand and found demand and delivery in better shape than the market fears.
Tesla as more than a carmaker — what does Morgan Stanley see?
Morgan Stanley maintained an Equal-weight on Tesla but said its stance is turning "more constructive" ahead of earnings.
The report's focus is not vehicle sales — it is the energy business: storage, solar, and compute integration.
This means → Morgan Stanley sees Tesla shifting toward a distributed compute and power provider, a segment it considers undervalued by the market.
What does Apple's iPhone demand signal look like?
UBS maintained a Neutral on Apple, tracking iPhone availability across 30+ regions via its Evidence Lab.
Data shows Pro model wait times shortened by about 4 days year-over-year; Pro Max wait times were roughly flat.
In plain terms = wait times neither surged nor collapsed — a steady-state signal on demand.
Mobileye and SpaceX — why are firms placing bets now?
Citi initiated coverage of Mobileye — a global leader in automotive vision solutions — with a Buy and an $11 target. Core thesis: autonomous driving starts with visual perception, and Mobileye holds the best position.
Evercore raised its SpaceX target from $230 to $275, reiterating Outperform.
The report notes the market's focus is not on SpaceX's single-quarter numbers but on five key debates that will shape year-end and mid-2027 expectations.
This reflects firms positioning early for the next growth cycle in both autonomous driving and commercial space.
What other ratings moved on the same day?
JPMorgan upgraded EchoStar from Underweight to Overweight with a $144 target (December 2027), citing attractive valuation.
Goldman Sachs initiated coverage on animal-health firms Elanco and Idexx Laboratories, both rated Buy.
JPMorgan initiated coverage on Praxis Precision Medicines — a precision-medicine company — with an Overweight and a $700 target, calling it "one of a kind."
Raymond James upgraded Capri from Outperform to Strong Buy, citing compelling valuation.
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