Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Amazon, Coinbase, Reddit, Arm, Roblox & more

Cnbc · 🇺🇸 public United States · Jul 31, 2026 · 748 words · By Michael Bloom

headphones Listen to the eFinder podcast briefing

Generate a natural audio summary of this story

Daily briefing

What to know about Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Amazon, Coinbase, Reddit, Arm, Roblox & more

Here are the biggest calls on Wall Street on Friday: Wells Fargo reiterates Nvidia as overweight Wells says it's sticking with the stock.

Claims checked 23

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center88%

Right12%

8 sources 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: Wells Fargo reiterates Nvidia as overweight Wells says it's sticking with the stock.

Why it matters

"With NVDA shares continuing to lag, ahead of F2Q27 results (8/26) we thought we would outline some key topics that we think could make NVDA shares work again.

Common ground

Increase estimates; reiterate $315 PT." Citigroup initiates BBB Foods at buy Citi says the LatAm food company is a compounder.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Amazon, Coinbase, Reddit, Arm, Roblox & more?
What evidence would most clearly confirm or weaken the claim that Morgan Stanley reiterates Amazon as overweight?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/07/31/friday-stocks-from-analyst-calls-include-nvidia-…

fact_checkClaims Checked

eFinder analyzed this article and checked 23 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 13

check_circle Corroborated 6

help Insufficient Evidence 2

info Single Source 1

cancel Disputed 1

schedule

Claim 1: “Morgan Stanley reiterates Amazon 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 2: “The firm [Deutsche Bank] did lower its price target to $200 per share from $250 [for Reddit]”

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: “Deutsche Bank reiterates Reddit 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.

help

Claim 4: “Deutsche Bank upgrades International Paper to buy from hold”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Deutsche Bank's rating for International Paper.

schedule

Claim 5: “Macquarie reiterates SpaceX 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 6: “Saia's headline 2Q26 adjusted EPS of $3.51 beat our $3.34 and the Street's $3.38 estimates”

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 7: “Stifel upgrades Saia to buy 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 8: “Cantor Fitzgerald initiates Duos Technologies at 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.

info

Claim 9: “BMO upgrades Nextpower to outperform from market perform”

SINGLE SOURCE

The search results provide general information about BMO Bank but contain no mention of a rating change for Nextpower (NXT).

travel_explore

web search NEUTRAL — BMO Bank, N.A. (colloquially BMO; US: / biːmoʊ / BEE-moh) is a U.S. national bank headquartered in Chicago, Illinois. It is a subsidiary of the Canadian multinational investment bank and financial ser…
https://en.wikipedia.org/wiki/BMO_Bank

travel_explore

web search NEUTRAL — BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
https://www.bmo.com/en-us/main/personal/

travel_explore

web search NEUTRAL — Manage your accounts quickly, easily & securely with BMO US Online Banking. Review your accounts, pay bills & more from your own device.
https://www.bmo.com/en-us/main/personal/ways-to-bank/online-…

schedule

Claim 10: “Cantor... PT of $26 [for Duos Technologies]”

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 11: “New Street upgrades Arm Holdings 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.

schedule

Claim 12: “New Street... $260 TP [for Arm Holdings]”

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 13: “Wells Fargo reiterates Nvidia as overweight”

CORROBORATED

Multiple independent web sources confirm that Wells Fargo maintains an 'Overweight' rating for Nvidia, although they report different price targets ($185 and $265).

menu_book

wikipedia NEUTRAL — The following article lists the most valuable corporate brands in the world according to different estimates by Kantar Group and Brand Finance. Factors that influence brand value are sales, market sha…
https://en.wikipedia.org/wiki/List_of_most_valuable_brands

menu_book

wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia

menu_book

wikipedia NEUTRAL — Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide. It is a systemically important …
https://en.wikipedia.org/wiki/Wells_Fargo

+ 3 more evidence sources

schedule

Claim 14: “Needham upgrades AXT to buy 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.

check_circle

Claim 15: “Citigroup initiates BBB Foods at buy”

CORROBORATED

Both TipRanks and MarketScreener independently report that Citigroup initiated coverage of BBB Foods (TBBB) with a 'Buy' rating.

travel_explore

web search NEUTRAL — Citi initiated coverage of BBB Foods (TBBB) with a Buy rating and $49 price target Citi names BBB a top pick in the Latin America consumer group.
https://www.tipranks.com/news/the-fly/bbb-foods-initiated-wi…

travel_explore

web search NEUTRAL — BBB Foods has an average rating of buy and mean price target of $45.32, according to analysts polled by FactSet. ...
https://www.marketscreener.com/news/citigroup-initiates-bbb-…

travel_explore

web search NEUTRAL — What Happened: Citi initiated Trent coverage with a “buy” call on the stock with a target price of ₹9,250, representing an upside of 21% from its closing price on Wednesday.
https://www.benzinga.com/analyst-ratings/analyst-color/24/09…

check_circle

Claim 16: “Citi says... US$49/sh TP [for Tiendas 3B]”

CORROBORATED

TipRanks and MarketScreener both confirm Citigroup's $49 price target for BBB Foods.

menu_book

wikipedia NEUTRAL — Hurricane Otis was a compact but very powerful tropical cyclone that made a devastating landfall near the Mexican city of Acapulco as a Category 5 hurricane in October 2023. Otis was the first Pacifi…
https://en.wikipedia.org/wiki/Hurricane_Otis

menu_book

wikipedia NEUTRAL — This list of Internet top-level domains (TLD) contains top-level domains, which are those domains in the DNS root zone of the Domain Name System of the Internet. A list of the top-level domains by th…
https://en.wikipedia.org/wiki/List_of_Internet_top-level_dom…

menu_book

wikipedia NEUTRAL — Robin Hood is a charitable organization which attempts to alleviate problems caused by poverty in New York City. The organization also administers a relief fund for disasters in the New York City area…
https://en.wikipedia.org/wiki/Robin_Hood_Foundation

+ 3 more evidence sources

cancel

Claim 17: “Wells Fargo... reiterate $315 PT [for Nvidia]”

DISPUTED

The evidence provided shows Wells Fargo price targets of $185 and $265 for Nvidia, but no source mentions a $315 price target. The provided evidence for this specific claim consists of generic banking login pages and unrelated company info.

menu_book

+ 3 more evidence sources

check_circle

Claim 18: “Baird initiates Heartflow at outperform”

CORROBORATED

Both Benzinga and another web source independently confirm that Baird initiated coverage of Heartflow (HTFL) with an 'Outperform' rating.

travel_explore

web search NEUTRAL — On October 10, 2023, HeartFlow (HTFL) has been initiated with an Outperform rating by Baird.Analysts have initiated coverage with an Outperform rating and a price target of $34.00, suggesting potentia…
https://www.gurufocus.com/news/8994627/htfl-initiated-by-bai…

travel_explore

web search NEUTRAL — Baird Initiates Coverage On HeartFlow with Outperform Rating, Announces Price Target of $34. Baird analyst David Rescott initiates coverage on HeartFlow (NASDAQ:HTFL) with a Outperform rating and anno…
https://www.benzinga.com/quote/HTFL/price-targets

travel_explore

web search NEUTRAL — William Blair initiated coverage of Heartflow (HTFL) with an Outperform rating and no piece target. The company’s AI-enabled, non-invasive platform changes the heart attack paradigm, providing actiona…
https://www.tipranks.com/news/the-fly/heartflow-initiated-wi…

schedule

Claim 19: “Morgan Stanley reiterates Apple 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 20: “Bernstein reiterates Coinbase 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.

help

Claim 21: “Deutsche [Bank]... raising our price target to $50 from $39 [for International Paper]”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Deutsche Bank's price target for International Paper.

check_circle

Claim 22: “Deutsche Bank downgrades Roblox to hold from buy”

CORROBORATED

TipRanks, Investing.com, and another web source all confirm that Deutsche Bank downgraded Roblox (RBLX) from 'Buy' to 'Hold'.

menu_book

wikipedia NEUTRAL — The following is a list of events of the year 2025 in the United States. Following his election victory in November 2024, Donald Trump was inaugurated as the 47th President of the United States and be…
https://en.wikipedia.org/wiki/2025_in_the_United_States

menu_book

wikipedia NEUTRAL — Epic Games, Inc. v. Apple Inc. was a lawsuit brought by Epic Games against Apple in August 2020 in the United States District Court for the Northern District of California, related to Apple's practice…
https://en.wikipedia.org/wiki/Epic_Games_v._Apple

menu_book

wikipedia NEUTRAL — The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The inde…
https://en.wikipedia.org/wiki/Russell_1000_Index

+ 3 more evidence sources

check_circle

Claim 23: “Roth initiates Sky Harbour at buy”

CORROBORATED

TipRanks and another web source independently confirm that Roth Capital initiated coverage of Sky Harbour (SKYH) with a 'Buy' rating.

menu_book

wikipedia NEUTRAL — The Code of Hammurabi is a Babylonian legal text composed c. 1753 BC. It is the longest, best-organized, and best-preserved legal text from the ancient Near East. It is written in the Old Babylonian d…
https://en.wikipedia.org/wiki/Code_of_Hammurabi

menu_book

wikipedia NEUTRAL — John Hannah (born 23 April 1962) is a Scottish actor and narrator. He came to prominence in Four Weddings and a Funeral (1994), for which he was nominated for the BAFTA Award for Best Actor in a Suppo…
https://en.wikipedia.org/wiki/John_Hannah_(actor)

menu_book

wikipedia NEUTRAL — This is a list of American films that are scheduled for release in 2026. Following the box office section, this list is organized chronologically, providing information on release dates, production co…
https://en.wikipedia.org/wiki/List_of_American_films_of_2026

+ 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.