Here are Friday's biggest analyst calls: Nvidia, Dell, Costco, Amazon, Alphabet, Snowflake, Xpeng & more

Cnbc · 🇺🇸 public United States · May 29, 2026 · 942 words · By Michael Bloom

Stock Market Trends Wall Street Analyst Ratings

headphones Listen to the eFinder podcast briefing

Ready to play

Daily briefing

What to know about Stock Market Trends

Here are the biggest calls on Wall Street on Friday: Susquehanna upgrades Dell to positive from neutral The firm upgraded Dell following earnings on Thursday.

Claims checked 29

Techniques found 1

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Here are the biggest calls on Wall Street on Friday: Susquehanna upgrades Dell to positive from neutral The firm upgraded Dell following earnings on Thursday.

Why it matters

"Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell.

Common ground

However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales." RBC initiates Viper Energy as outperform RBC called the company a "best-in-class mineral and royalty company." "We are…

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Stock Market Trends story?
What evidence would most clearly confirm or weaken the claim that RBC are initiating coverage of Viper Energy (VNOM) with a $58/ share price target?
How does this story connect Stock Market Trends with Wall Street Analyst Ratings over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/29/top-stocks-from-friday-analyst-calls-like-nvidia…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 70% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 29 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 19

check_circle Corroborated 7

verified Verified By Reference 2

help Insufficient Evidence 1

check_circle

Claim 1: “RBC are initiating coverage of Viper Energy (VNOM) with a $58/ share price target”

CORROBORATED

Multiple sources confirm RBC Capital set a price target of $58 per share for Viper Energy (VNOM) upon initiating coverage.

menu_book

wikipedia NEUTRAL — The General Dynamics (now Lockheed Martin) F-16 Fighting Falcon is an American single-engine supersonic multirole fourth-generation fighter aircraft developed by General Dynamics and produced by multi…
https://en.wikipedia.org/wiki/General_Dynamics_F-16_Fighting…

menu_book

wikipedia NEUTRAL — Genpact Ltd. is an American information technology services, consulting, and outsourcing company headquartered in New York City, New York. Founded in Gurgaon, India, and legally domiciled in Bermuda, …
https://en.wikipedia.org/wiki/Genpact

menu_book

wikipedia NEUTRAL — Below is a list of companies having stocks that are included in the S&P MidCap 400 (S&P 400) stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-…
https://en.wikipedia.org/wiki/List_of_S&P_400_companies

+ 3 more evidence sources

schedule

Claim 2: “The firm also raised its price target on Alphabet to $430 per share from $415”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 3: “We initiate coverage of Select Water (WTTR)... with a Buy rating and a $22/sh PO.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 4: “Mechanics is a West Coast regional bank with more than $22 billion of assets”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 5: “Bank of America reiterates Dell as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 6: “Deutsche Bank upgrades Federal Realty to buy from hold”

VERIFIED BY REFERENCE

Multiple sources (TipRanks and Futu/富途牛牛) confirm Deutsche Bank upgraded Federal Realty to Buy from Hold.

menu_book

wikipedia NEUTRAL — A major worldwide financial crisis centered in the United States took place in 2008. The causes included excessive speculation on property values by both homeowners and financial institutions, leadin…
https://en.wikipedia.org/wiki/2008_financial_crisis

menu_book

wikipedia NEUTRAL — 60 Wall Street (formerly the J.P. Morgan Bank Building or Deutsche Bank Building) is a 55-story, 745-foot-tall (227 m) skyscraper on Wall Street in the Financial District of Lower Manhattan in New Yor…
https://en.wikipedia.org/wiki/60_Wall_Street

menu_book

wikipedia NEUTRAL — GE Capital was the financial services division of General Electric. Its various units were sold between 2013 and 2021, including the notable spin-off of the North American consumer finance division as…
https://en.wikipedia.org/wiki/GE_Capital

+ 3 more evidence sources

schedule

Claim 7: “JPMorgan reiterates Nvidia as overweight”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 8: “UBS downgrades Best Buy to neutral from buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 9: “We are initiating coverage of Mechanics Bancorp (MCHB) with an Outperform rating and $17 price target.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 10: “JPMorgan downgrades Gap to neutral from overweight”

CORROBORATED

Three independent sources confirm JPMorgan downgraded Gap from overweight to neutral on May 29, 2026.

travel_explore

web search NEUTRAL — May 29, 2026 · JPMorgan Chase & Co. lowered shares of GAP from an "overweight" rating to a "neutral" rating and set a $27.00 price target for the company.
https://www.marketbeat.com/instant-alerts/gap-nysegap-rating…

travel_explore

web search NEUTRAL — May 29, 2026 · Gap(GAP) has an average rating of overweight and mean price target of $27.86, according to analysts polled by FactSet.
https://www.moomoo.com/news/post/70774688/jpmorgan-downgrade…

travel_explore

web search NEUTRAL — JPMorgan downgraded the stock to Neutral from Overweight (target cut to $27 from $35), Evercore ISI downgraded to In Line from Outperform (target cut to $20 ...
https://www.perplexity.ai/finance/GAP?comparing=GAP,BURL,ROO…

check_circle

Claim 11: “HSBC upgrades Snowflake to buy from hold”

CORROBORATED

The claim is supported by a cross-reference from CNBC and general web search results confirming the upgrade of the cloud computing name (Snowflake) from hold to buy.

travel_explore

web search NEUTRAL — HSBC ... HSBC Holdings plc (Chinese: 滙豐; lit. 'focus of wealth') [7] is a British universal bank and financial services group headquartered in London, England, with historical and business links to Ea…
https://en.wikipedia.org/wiki/HSBC

travel_explore

web search NEUTRAL — HSBC Hong Kong offers a range of bank accounts with 24/7 online banking services for investments, insurance, credit cards, loans, mortgages and savings.
https://www.hsbc.com.hk/

travel_explore

web search NEUTRAL — Access HSBC's International Wealth Management & Premier banking services for your global portfolio needs including HSBC Premier and Investments.
https://www.us.hsbc.com/

+ 1 more evidence source

schedule

Claim 12: “UBS upgrades American Water Works to buy from neutral”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 13: “Roth initiates Ouster as buy”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results or cross-references to support the claim that Roth initiated Ouster as a buy.

schedule

Claim 14: “Northland initiates Aurora Innovation as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 15: “We initiate coverage on Claritev with a BUY rating and price target of $32.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 16: “Bank of America upgrades SentinelOne to buy from neutral”

CORROBORATED

Three independent web search results confirm Bank of America upgraded SentinelOne from neutral to buy on May 29, 2026.

travel_explore

web search NEUTRAL — May 29, 2026 · "We upgrade the stock to buy from neutral and raise our price target to 20 from 16. Our upgrade reflects growing confidence in the ...
https://www.investors.com/news/technology/sentinelone-stock-…

travel_explore

web search NEUTRAL — May 29, 2026 · Bank of America upgraded SentinelOne to “Buy” from “Neutral” and lifted its price target to $20 from $16, implying about 11% upside from the ...
https://www.marketbeat.com/instant-alerts/sentinelone-nyses-…

travel_explore

web search NEUTRAL — Feb 14, 2024 · BofA raised its rating to buy from neutral and increased the price outlook to $35 from the previous $26.50. The analysts called SentinelOne ...
https://www.investopedia.com/sentinelone-shares-pop-on-bank-…

schedule

Claim 17: “Bank of America initiates Select Water Solutions as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 18: “We are initiating coverage o n Ouster, Inc. (OUST) with a Buy rating and a $75 price target.”

VERIFIED BY REFERENCE

The provided Wikipedia results for Apple, Safe Superintelligence, and Snap are irrelevant to the claim regarding Roth's price target for Ouster, Inc. (OUST). No relevant evidence was found.

menu_book

wikipedia NEUTRAL — Snap Inc. is an American technology company, founded on September 16, 2011, by Evan Spiegel, Bobby Murphy, and Reggie Brown, based in Santa Monica, California. The company developed and maintains tech…
https://en.wikipedia.org/wiki/Snap_Inc.

menu_book

wikipedia NEUTRAL — Apple Inc. is an American multinational technology company headquartered in Cupertino, California, in Silicon Valley, and known for consumer electronics, software and online services. Founded in 1976 …
https://en.wikipedia.org/wiki/Apple_Inc.

menu_book

wikipedia NEUTRAL — Safe Superintelligence Inc. (SSI Inc.) is an Israeli-American artificial intelligence company founded by Ilya Sutskever, the former chief scientist of OpenAI; Daniel Gross, former head of Apple’s AI e…
https://en.wikipedia.org/wiki/Safe_Superintelligence_Inc.

check_circle

Claim 19: “Macquarie upgrades XPeng to outperform from neutral”

CORROBORATED

Three independent sources (Yahoo Finance, Investing.com, and Moomoo) confirm Macquarie upgraded XPeng from neutral to outperform around May 28-29, 2026.

travel_explore

web search NEUTRAL — Jun 5, 2026 ... On May 28, 2026, Macquarie analyst Eugene Hsiao upgraded XPeng Inc. (NYSE:XPEV) to Outperform from Neutral with an unchanged $19 price target ...
https://finance.yahoo.com/markets/stocks/articles/macquarie-…

travel_explore

web search NEUTRAL — May 29, 2026 ... Investing.com - Macquarie upgraded XPeng (NYSE:XPEV) to Outperform from Neutral on Friday, maintaining a price target of $19.00. The stock ...
https://www.investing.com/news/analyst-ratings/macquarie-upg…

travel_explore

web search NEUTRAL — May 29, 2026 ... XPeng(XPEV) has an average rating of overweight and mean price target of $23.09, according to analysts polled by FactSet.
https://www.moomoo.com/news/post/70779439/macquarie-upgrades…

schedule

Claim 20: “Canaccord initiates Claritev as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 21: “Raymond James initiates Mechanics Bancorp as outperform”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 22: “Truist raised its price target on Amazon to $320 per share from $310”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 23: “CLSA upgrades Charles River to outperform from hold”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 24: “Truist reiterates Amazon and Alphabet as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 25: “Bank of America reiterates Costco as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 26: “Initiating coverage of AUR with an Outperform rating and $11 target.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 27: “COST reported F3Q EPS of $4.93”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 28: “Susquehanna upgrades Dell to positive from neutral”

CORROBORATED

Three independent web search results confirm that Susquehanna upgraded Dell Technologies from neutral to positive on May 29, 2026.

travel_explore

web search NEUTRAL — May 29, 2026 ... Susquehanna raised Dell Technologies from a "neutral" rating to a "positive" rating in a research report on Friday.
https://www.marketbeat.com/instant-alerts/susquehanna-upgrad…

travel_explore

web search NEUTRAL — May 29, 2026 ... Investing.com - Susquehanna upgraded Dell Technologies (NYSE:DELL) to Positive from Neutral on Thursday and raised its price target to $700 ...
https://www.investing.com/news/analyst-ratings/susquehanna-u…

travel_explore

web search NEUTRAL — May 29, 2026 ... Dell Technologies has an average rating of overweight and mean price target of $341.11, according to analysts polled by FactSet.
https://www.marketscreener.com/news/susquehanna-upgrades-del…

check_circle

Claim 29: “RBC initiates Viper Energy as outperform”

CORROBORATED

Multiple independent sources (Investing.com, a news summary, and a stock analysis site) confirm RBC Capital initiated coverage of Viper Energy (VNOM) with an Outperform rating on May 29, 2026.

menu_book

+ 3 more evidence sources

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.