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Here are Monday's biggest analyst calls: Nvidia, Apple, Palantir, AMD, McDonald's, Broadcom, Airbnb & more

Cnbc · · 929 words · By Michael Bloom
open_in_new Read the original article: https://www.cnbc.com/2026/05/04/monday-biggest-analyst-calls-on-wall-street.html

fact_checkFact-Check Results

31 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 21
check_circle Corroborated 4
info Single Source 3
help Insufficient Evidence 2
verified Verified 1
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“Bernstein reiterates Apple as outperform”
CORROBORATED
Multiple web search results confirm that Bernstein initiated coverage of Apple with an 'Outperform' rating on September 16, 2025.
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web search NEUTRAL — In contrast, Phillip Securities downgraded Apple's stock rating to Reduce, maintaining a price target of $200, citing recent share price movements as the reason for this change.
https://www.investing.com/news/analyst-ratings/bernstein-soc…
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web search NEUTRAL — Fintel reports that on September 16, 2025, Bernstein initiated coverage of Apple (NasdaqGS:AAPL) with a Outperform recommendation.
https://www.nasdaq.com/articles/bernstein-initiates-coverage…
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web search NEUTRAL — AAPL, Financial) with an 'Outperform' rating. The current price target set by Bernstein is $290. On September 16, 2025, Bernstein, led by analyst Toni Sacconaghi, initiated coverage on Apple Inc. (AAP…
https://www.gurufocus.com/news/3109610/analyst-initiates-cov…
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“The firm raised its price target on the stock to $350 per share from $340.”
CORROBORATED
Web search results explicitly mention Bernstein raising the Apple price target to $350 from $340 (via TipRanks/Philip Elmer-DeWitt), although another source mentions a move to $340 from $325, the specific $340 to $350 move is documented.
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wikipedia NEUTRAL — Byron Daniel Bernstein (May 8, 1989 – July 2, 2020), better known as Reckful, was an American-Israeli Twitch streamer and professional esports player. He was best known in the gaming community for his…
https://en.wikipedia.org/wiki/Reckful
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wikipedia NEUTRAL — Adam Bernstein (born May 7, 1960) is an American film director, music video director and television director. For his work on the television show Fargo in 2014, he received a nomination for the Primet…
https://en.wikipedia.org/wiki/Adam_Bernstein
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wikipedia NEUTRAL — Bad Apple may refer to: Bad apples, an English metaphor "Bad Apple!!", background music from a 1998 Touhou Project game, which spawned a 2007 remix and 2009 shadow-art music video "Bad Apple", a son…
https://en.wikipedia.org/wiki/Bad_Apple
+ 3 more evidence sources
info
“Revenue grew 17% you in FQ2 and was guided to grow another 14-17% in FQ3.”
SINGLE SOURCE
The provided evidence for this claim contains general Apple revenue information and Instagram profiles, but does not contain the specific percentages (17% FQ2, 14-17% FQ3) mentioned in the claim.
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web search NEUTRAL — How Apple Makes Money: iPhones, Macs, and Services.
https://www.macrotrends.net/stocks/charts/AAPL/apple/revenue
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web search NEUTRAL — “Today, Apple is very proud to report a September quarter revenue record of $102.5 billion, including a September quarter revenue record for iPhone and an all-time revenue record for Services,” said T…
https://www.apple.com/newsroom/2025/10/apple-reports-fourth-…
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web search NEUTRAL — apple 5821462185 instagram_users_profile_pic_url apple...
https://www.instagram.com/apple/
info
“Gross margins also beat expectations at 49.3% for FQ2 and guided to 48% for FQ3.”
SINGLE SOURCE
The provided evidence includes a general definition of gross margin and unrelated products (Borofone headphones), but no financial data regarding Apple's FQ2 or FQ3 gross margins.
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web search NEUTRAL — Gross margin is a key financial metric that measures a company's profitability...
https://www.investopedia.com/terms/g/grossmargin.asp
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web search NEUTRAL — Сегодня мы рассмотрим два продукта от компании Borofone – беспроводные наушники-вкладыши FQ3 и игровую гарнитуру BO105. Обе модели позиционируются как бюджетные, но смогут ли они удивить нас качеством…
https://rutube.ru/video/2ccc182081d0c8236bc9dff1173b79ec/
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web search NEUTRAL — LTX 2.3 fixes this. Using the new ID-LoRA update, you generate the face, the voice, and the exact lip movements at the exact same time. This article shows you my exact three-stage ComfyUI workflow.
https://aistudynow.com/how-i-build-perfect-ai-lip-sync-with-…
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“Goldman Sachs upgrades KE Holdings to buy from neutral”
VERIFIED
Investing.com explicitly reports that Goldman Sachs upgraded KE Holdings (BEKE) to 'Buy' from 'Neutral'.
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wikipedia NEUTRAL — G-Research (legal name: Trenchant Limited) is a British quantitative finance research and technology firm. The firm makes use of machine learning, big data, and other technologies to predict movements…
https://en.wikipedia.org/wiki/G-Research
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wikipedia NEUTRAL — Tencent (Chinese: 腾讯; pinyin: Téngxùn) is a Chinese multinational technology conglomerate and holding company headquartered in Shenzhen. It is one of the highest grossing multimedia companies in the w…
https://en.wikipedia.org/wiki/Tencent
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wikipedia NEUTRAL — The 1Malaysia Development Berhad scandal is an ongoing political scandal in Malaysia, in which then-Prime Minister Najib Razak was accused of channeling over RM 2.67 billion (approximately US$700 mill…
https://en.wikipedia.org/wiki/Timeline_of_the_1Malaysia_Deve…
+ 3 more evidence sources
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“William Blair initiates Suncrete as outperform”
SINGLE SOURCE
The search results returned information about the name 'William' and Prince William, but no information regarding William Blair or a company called Suncrete.
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web search NEUTRAL — William is a masculine given name of Germanic origin. It became popular in England after the Norman conquest in 1066, [2] and remained so throughout the Middle Ages and into the modern era.
https://en.wikipedia.org/wiki/William
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web search NEUTRAL — 1 day ago · Stay updated on Prince William, heir to the British throne. From his royal duties and family life with Princess Kate to his passion for the environment, mental health, and charitable work.
https://www.hellomagazine.com/tags/prince-william/
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web search NEUTRAL — 6 days ago · William, prince of Wales, elder son of Charles III and Princess Diana and heir apparent to the British throne. He is married to Catherine, princess of Wales, and has three children, Georg…
https://www.britannica.com/biography/William-prince-of-Wales
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“HSBC downgrades Palantir to hold from buy”
CORROBORATED
The claim is corroborated by a cross-reference from CNBC and multiple web sources including Investing.com and Insider Monkey, all stating HSBC downgraded Palantir from Buy to Hold.
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web search NEUTRAL — Palantir Technologies has an average rating of overweight and mean price target of $185.17, according to analysts polled by FactSet. ...Intraday chart for Palantir Technologies Inc. 147.46.
https://www.marketscreener.com/news/hsbc-downgrades-palantir…
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web search NEUTRAL — Palantir Technologies Inc. (NASDAQ:PLTR) is among the best software infrastructure stocks to buy now. On May 2, Stephen Bersey, an analyst at HSBC, downgraded Palantir Technologies Inc. (NASDAQ:PLTR) …
https://www.insidermonkey.com/blog/is-palantir-technologies-…
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web search NEUTRAL — Palantir (NYSE:PLTR) was cut to Hold from Buy at HSBC on Wednesday, with analysts maintaining a $22 per share price target on the stock, saying its valuation is full.
https://www.investing.com/news/stock-market-news/palantir-do…
+ 1 more evidence source
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“HSBC downgrades Advanced Micro Devices to hold from buy”
CORROBORATED
Multiple independent sources (Investing.com and other web search results) confirm HSBC downgraded AMD from Buy to Hold.
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web search NEUTRAL — HSBC downgraded Advanced Micro Devices (AMD) stock from Buy to Hold and raised its price target to $340 from $335, citing a stretched valuation after a 77% April rally despite intact fundamentals.
https://finance.yahoo.com/markets/stocks/articles/hsbc-downg…
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web search NEUTRAL — Investing.com - HSBC downgraded Advanced Micro Devices Inc. (NASDAQ:AMD) to hold from buy on Monday while raising its price target to $340 from $335.
https://www.investing.com/news/analyst-ratings/hsbc-downgrad…
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web search NEUTRAL — AT:AMD / Advanced Micro Devices, Inc. Shares Held by Institutions. VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 51,307K shares representing 3.16% ownership of the company.
https://www.nasdaq.com/articles/hsbc-downgrades-advanced-mic…
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“the stock has already significantly re-rated from trading at a 19x 2027e PE multiple to a 33x PE multiple”
INSUFFICIENT EVIDENCE
No evidence was found in the search results to support or refute the specific PE multiple change from 19x to 33x.
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“Morgan Stanley reiterates Advanced Micro Devices as equal weight”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding Morgan Stanley's rating for AMD.
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“The firm raised its price target on AMD to $360 per share from $255.”
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“Deutsche Bank upgrades Packaging Corp to buy from hold”
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“raising our price target to $256.”
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“Piper Sandler upgrades Essex Property Trust to overweight from neutral”
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“Mizuho initiates Fannie Mae and Freddie Mac as outperform”
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“Initiate coverage on Fannie Mae (FNMA, OP, PT $10) and Freddie Mac (FMCC, OP, PT $9)”
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“guaranteeing ~$7.7tn in residential mortgages and generating ~$25bn in combined net income in FY25.”
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“Barclays upgrades Casella Waste to overweight from equal weight”
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“Wells Fargo initiates BeOne Medicines as overweight”
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“Wells Fargo upgrades International Paper to overweight from equal weight”
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“Wells Fargo upgrades O-i Glass to overweight from equal weight”
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“Cantor Fitzgerald upgrades GlobalFoundries to overweight from neutral”
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“GlobalFoundries is hosting an Investor Day in New York this Thursday”
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“UBS reiterates McDonald's as buy”
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“Stifel upgrades SiteOne Landscape to buy from hold”
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“maintaining our $157 target price while maintaining our $466 million FY26E EBITDA”
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“Citi reiterates Nvidia and Broadcom as buy”
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“Canaccord initiates Seer as buy”
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“a 12-month price target of $4.”
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“Oppenheimer upgrades Airbnb to outperform from perform”
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“establishing a $180 PT”
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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.