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Here are Friday's biggest analyst calls of the day: Nvidia, SpaceX, Tesla, AMD, Intel, Dell, Apple, Meta & more 88%
By Michael Bloom71%
7/24/2026, 12:32:26 PM
Topics: Analyst Calls
Keywords: Investment Strategy, Breaking News Markets, Markets, Teck Resources Ltd, Mamas Creations Inc, Digital Realty Trust Inc, Meta Platforms Inc, Amkor Technology Inc, Sunococorp Llc, Sonoco Products Company, Apple Inc, Space Exploration Technologies Corp, Advanced Micro Devices Inc, Tesla Inc, Shattuck Labs Inc, Ishares Semiconductor Etf, Dell Technologies Inc, Intel Corp, Dover Corp, Nvidia Corp, Edwards Lifesciences Corp, Freeport Mcmoran Inc, Technology Select Sector Spdr Fund, Ark Innovation Etf
BS Summary: This article contains 5 faulty reasoning types, including Overconfidence Bias, Confirmation Bias, and Halo Effect, with Optimism Bias as the most egregious example at 50.4% saturation with 385 hits. Analysis detected 846 faulty-reasoning hits from 764 analyzed words, generating a BS Score of 80.5% and a BS Rank of 88% (2,664 of 21,186 articles). This article is worse (more manipulative) than 87.40% of the article peer group.
Here are the biggest calls on Wall Street on Friday:
UBS upgrades Amkor Technology to buy from neutral
UBS says the company's partnership with Nvidia has plenty of upside.
"We view the US$1.5bn NVIDIA strategic partnership supporting Amkor's on-going ramp of Vera CPU."
Baird reiterates Apple as outperform
Baird raised its price target to $330 per share from $310 on Apple.
"We also think Street estimates over the NTM [next twelve months] are set up well, with potential for further upside."
H HSBC initiates SpaceX as hold
H HSBC initiated the stock with a hold mainly on valuation.
"Space, Connectivity, and AI are designed to leverage a repeatable, vertically integrated, cost-efficient model; SpaceX's market leading rocket operation already effectively supports Starlink."
Raymond James upgrades Teck Resources to outperform from market perform
Raymond James says it sees accelerating growth.
"We believe Teck offers investors good exposure to energy transition metals with numerous internal growth options."
UBS reiterates Advanced Micro Devices as buy
UBS raised its price target on the stock following the company's AI day.
"We are raising estimates and bumping PT higher from $700 to $730 on a new view that C2028 EPS could approach $30 following details and commentary from AMD on its CPU roadmap, share, and TAM presented at its AI Day."
Read more.
Bank of America reiterates Intel as buy
Bank of America says it's sticking with the stock following earnings.
"Intel's Q2 beat/raise earnings call reconfirms the two pillars of our Buy thesis: 1) External manufacturing customer discussions have reached a more tangible stage, leading to capex boost (positive semicaps), and 2) INTC's core server CPU business is strongly participating in the ongoing agentic cycle, with data center sales surging 59% YoY, INTC's best growth rate in the past 15 years."
Mizuho initiates SonocoCorp as outperform
Mizuho says the midstream energy company has more room to run.
"Our SUNC view and valuation mirror SUN, as we see total potential returns as effectively indistinguishable given equivalent per unit distributions and economic ownership."
Morgan Stanley reiterates Nvidia as overweight
Morgan Stanley says it's bullish on the company's deal with Amkor.
"AMKR announced a multi-year advanced packaging agreement with NVIDIA, expanding the companies' existing partnership."
JPMorgan initiates Shattuck Labs as overweight
JPMorgan says the biotech company has plenty of upside.
"We are initiating coverage on Shattuck (STTK) with an OW rating and a Dec-2027 PT of $10."
BMO upgrades Dover to outperform from market perform
BMO says investors should buy the dip in shares of Dover.
"We are upgrading to Outperform with a $240 target (+22% upside) as the ~-8% decline following Q2/26 results appears overdone, and we see a path to positive revisions in 2027."
Deutsche Bank reiterates Meta as buy
Deutsche says it's bullish ahead of Meta earnings, but did lower its price target to $800 per share from $810.
"We expect Meta to deliver another strong quarter, with advertising revenue likely approaching the high end of guidance as improving return on ad spend continues to attract incremental budget share."
TD Cowen upgrades Digital Realty to buy from hold
TD Cowen says it sees robust demand.
"We are upgrading DLR to Buy and are raising our PT to $222.
Amid record demand strength, we see potential for further large signings in late '26/early '27."
William Blair initiates Mama's Creations as outperform
The firm says the food manufacturer has plenty of upside.
"We are initiating coverage of Mama's Creations with an Outperform rating.
We believe the company is ready and prepared to advance a strategy to become a national provider of choice for fresh deli foods, supported by both organic growth and disciplined inorganic means."
Citi adds a positive catalyst watch on Dell
Citi raised its price target to $515 per share from $475.
"For Dell, we see upside driven by a larger CPU total addressable market (TAM), robust server demand, and continued strength in AI infrastructure deployments, which support stronger growth."
Piper Sandler reiterates Tesla as overweight
Piper lowered Tesla's price target to $450 per share from $500.
"Following the Q2 results and publication of the 10-Q, we are cutting our 2026/2027 EPS estimates to reflect lower margins.
This is particularly true in the Energy segment, but also in the Automotive segment."
Leerink upgrades Edwards Lifesciences to outperform from market perform
The firm says it sees a slew of positive catalysts ahead for Edwards Lifesciences.
"We are upgrading EW to Outperform from Market Perform and increasing our PT to $101 from $87."
Analysis
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