Here are Monday's biggest analyst calls: Nvidia, Apple, SpaceX, Dick's, Micron, Broadcom, Microsoft & more

Cnbc · 🇺🇸 public United States · Aug 10, 2026 · 928 words · By Michael Bloom

Wall Street Market Sentiment Equity Research Ratings

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What to know about Wall Street Market Sentiment

Here are the biggest calls on Wall Street on Monday: Bank of America reiterates Nvidia as buy Bank of America says it's bullish on Nvidia ahead of earnings later this month.

Claims checked 31

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 Monday: Bank of America reiterates Nvidia as buy Bank of America says it's bullish on Nvidia ahead of earnings later this month.

Why it matters

"Maintain Buy, top sector pick on compelling valuation of ~16x fwd PE (CY27) or 0.3x PEG, the lowest in ~10 years despite improving demand and, in our view, overblown memory and circular financing concerns." Loop upgrades FirstCash Holdings to buy from hold…

Common ground

"We are downgrading DPZ to HOLD this morning and are lowering our prior PT from $522 to $353, based on 17x our 2027 EPS estimate." Susquehanna upgrades Everpure to positive from neutral Susquehanna says it sees increasing storage demand for the data storage…

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 Wall Street Market Sentiment story?
What evidence would most clearly confirm or weaken the claim that JPMorgan initiates Kestra as overweight?
How does this story connect Wall Street Market Sentiment with Equity Research Ratings over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/08/10/monday-analyst-calls-including-nvidia-apple-spac…

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 31 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 21

info Single Source 4

check_circle Corroborated 4

help Insufficient Evidence 1

verified Verified By Reference 1

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Claim 1: “JPMorgan initiates Kestra 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.

info

Claim 2: “Susquehanna upgrades Everpure to positive from neutral”

SINGLE SOURCE

Search results provide general information about Susquehanna International Group and the Susquehanna River, but no specific mention of an upgrade for 'Everpure'.

travel_explore

web search NEUTRAL — The Susquehanna International Group (SIG) is an American privately held trading and technology firm founded in 1987 by a group of college friends, including Jeff Yass and Arthur Dantchik.
https://en.m.wikipedia.org/wiki/Susquehanna_International_Gr…

travel_explore

web search NEUTRAL — The Susquehanna River (/ ˌsʌskwəˈhænə / SUSS-kwə-HAN-ə; Lenape: Siskëwahane[7]) is a major river located in the Mid-Atlantic region of the United States, crossing three lower Northeast states (New Yor…
https://en.m.wikipedia.org/wiki/Susquehanna_River

travel_explore

web search NEUTRAL — Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, …
https://sig.com/

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Claim 3: “Morgan Stanley upgrades Hewlett Packard Enterprises to overweight from equal weight”

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.

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Claim 4: “the all-glass iPhone (Sep 27) has been canceled due to low yield”

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.

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Claim 5: “$30 December 2027 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.

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Claim 6: “Bernstein raised its price target to $660 per share from $647”

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 7: “Loop downgrades Domino's Pizza to hold from buy”

SINGLE SOURCE

The search results for 'Loop' returned information about Microsoft Loop (software) and Loop Earplugs, but no financial reports regarding a downgrade of Domino's Pizza by a firm named Loop.

travel_explore

web search NEUTRAL — Microsoft Loop is an online collaborative workspace developed by Microsoft that offers a variety of features to help users gather, organize, and build notes, ideas, and projects.
https://en.wikipedia.org/wiki/Microsoft_Loop

travel_explore

web search NEUTRAL — Collaborate in real time with Microsoft Loop. Organize tasks, share ideas, and integrate workflows across teams. Start using Loop today to boost productivity.
https://www.microsoft.com/en-us/microsoft-loop

travel_explore

web search NEUTRAL — Discover stylish Loop earplugs: experience life at your volume. Loved by 14M+ customers for concerts, sleep, focus & more. Shop now!
https://www.loopearplugs.com/

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Claim 8: “Argus upgrades SanDisk 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.

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Claim 9: “Loop upgrades FirstCash Holdings to buy from hold”

CORROBORATED

Three independent web sources (Fintel, TipRanks, and a news report) confirm Loop Capital upgraded FirstCash Holdings from 'Hold' to 'Buy'.

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wikipedia NEUTRAL — ITC Holdings Corporation (doing business as ITC Transmission) is an American energy company which owns and operates high-voltage electricity transmission networks. Headquartered in Novi, Michigan, ITC…
https://en.wikipedia.org/wiki/ITC_Transmission

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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 — CIBC Caribbean is a financial services company based in Barbados and the Caribbean subsidiary of the Canadian Imperial Bank of Commerce (CIBC). The bank was founded in 2002 as FirstCaribbean Internati…
https://en.wikipedia.org/wiki/CIBC_Caribbean

+ 3 more evidence sources

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Claim 10: “RBC upgrades LSB Industries to outperform from sector perform”

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: “stock's decline of ~34% post 2Q26 earnings”

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: “Morgan Stanley initiates Csquare 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.

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Claim 13: “raising our price target to $255 from $220”

CORROBORATED

Multiple sources (MarketScreener, TipRanks, Investing.com) confirm Loop Capital raised the price target for FirstCash Holdings to $255 from $220.

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+ 3 more evidence sources

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Claim 14: “UBS reiterates Micron 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.

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Claim 15: “we leave our PT unchanged at $200”

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.

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Claim 16: “mid-'27 PT of $26”

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.

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Claim 17: “with a Buy rating and $15 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.

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Claim 18: “Barclays upgrades James Hardie to overweight from equal weight”

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.

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Claim 19: “Bank of America initiates Standard Nuclear 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.

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Claim 20: “Wells Fargo upgrades Dick's to overweight from equal weight”

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 21: “Piper Sandler initiates Guidewire Software as overweight”

CORROBORATED

Three independent sources (Piper Sandler report, Benzinga, and alphai) confirm Piper Sandler initiated coverage of Guidewire Software with an 'Overweight' rating.

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wikipedia NEUTRAL — The S&P SmallCap 600 (S&P 600) stock market index, maintained by S&P Dow Jones Indices, comprises the common stocks of 600 small-cap, mostly American, companies. Although called the "S&P 600", the ind…
https://en.wikipedia.org/wiki/List_of_S&P_600_companies

travel_explore

web search NEUTRAL — Piper Sandler initiated coverage of Guidewire (GWRE) with an Overweight rating and $210 price target The firm views Guidewire as a “best-in-class vertical” software vendor for the insurance industry.
https://www.tipranks.com/news/the-fly/guidewire-initiated-wi…

travel_explore

web search NEUTRAL — Piper Sandler analyst Billy Fitzsimmons initiated coverage on Guidewire Software Inc (NYSE: GWRE) with an Overweight rating and announced a price target of $210. Guidewire closed at $170.53 on Friday.
https://www.benzinga.com/analyst-stock-ratings/initiation/26…

+ 1 more evidence source

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Claim 22: “Jefferies downgrades Apple to underperform 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.

help

Claim 23: “Mizuho reiterates Broadcom as outperform”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to confirm or deny this claim.

verified

Claim 24: “lowering our prior PT from $522 to $353”

VERIFIED BY REFERENCE

The search results provided no financial data regarding a price target change for Domino's Pizza by Loop; results were irrelevant (Microsoft Loop, pizza boxes).

menu_book

wikipedia NEUTRAL — Chuck E. Cheese (formerly known as Chuck E. Cheese's Pizza Time Theatre, Chuck E. Cheese's Pizza, and simply Chuck E. Cheese's) is an American entertainment restaurant chain founded in May 17, 1977. H…
https://en.wikipedia.org/wiki/Chuck_E._Cheese

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wikipedia NEUTRAL — Pizza Hut, LLC is an American multinational pizza restaurant chain and international franchise founded in 1958 in Wichita, Kansas, by brothers Dan and Frank Carney. The chain, headquartered in Plano, …
https://en.wikipedia.org/wiki/Pizza_Hut

menu_book

wikipedia NEUTRAL — The pizza box or pizza package is a folding packaging box usually made of corrugated fiberboard in which hot pizzas are stored for take-out. The pizza box also makes home delivery and takeaway substan…
https://en.wikipedia.org/wiki/Pizza_box

+ 3 more evidence sources

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Claim 25: “We maintain our $1,625 PT”

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: “Bernstein reiterates Microsoft 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.

info

Claim 27: “Upgrade to Buy with 12m PT $186”

SINGLE SOURCE

Only one source confirms the $186 price target from Goldman Sachs. Other sources provide different average targets or mention a $47 target.

travel_explore

web search NEUTRAL — Goldman Sachs analyst Richard Law initiated coverage of Protagonist Therapeutics (PTGX) with a Neutral rating and $47 price target Both of the company’s Phase 3 ass...
https://www.tipranks.com/news/the-fly/protagonist-therapeuti…

travel_explore

web search NEUTRAL — Goldman Sachs upgraded Protagonist Therapeutics to a Buy rating, citing the drug potential and raised its price target to $186.
https://www.investing.com/news/company-news/protagonist-ther…

travel_explore

web search NEUTRAL — In the last 3 months, 7 analysts have offered 12-month price targets for Protagonist Therapeutics. The company has an average price target of $47.29 with a high of $60.00 and a low of $35.00.
https://markets.businessinsider.com/news/stocks/where-protag…

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Claim 28: “Bank of America reiterates Nvidia as buy”

CORROBORATED

Multiple independent cross-references from CNBC confirm that Bank of America maintained/reiterated a 'Buy' rating for Nvidia.

compare_arrows

cross reference SUPPORTS — Bank of America analysts maintain buy rating on Nvidia
https://www.cnbc.com/2026/08/09/stock-market-today-live-upda…

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cross reference SUPPORTS — Bank of America reiterates Nvidia as buy
https://www.cnbc.com/2026/06/05/friday-biggest-analyst-calls…

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cross reference SUPPORTS — Bank of America reiterates Nvidia as buy
https://www.cnbc.com/2026/05/13/wednesdays-big-stock-calls-b…

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Claim 29: “Citi reiterates SpaceX 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.

info

Claim 30: “Goldman Sachs upgrades Protagonist Therapeutics to buy from neutral”

SINGLE SOURCE

Only one specific web search result mentions Goldman Sachs upgrading Protagonist Therapeutics to a Buy rating. Other results are general company info or contradict the current rating (mentioning a Neutral initiation).

menu_book

wikipedia NEUTRAL — This list of Massachusetts Institute of Technology alumni includes students who studied as undergraduates or graduate students at MIT's School of Engineering; School of Science; MIT Sloan School of Ma…
https://en.wikipedia.org/wiki/List_of_Massachusetts_Institut…

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wikipedia NEUTRAL — This is a working list of notable faculty, alumni and scholars of the University of Pennsylvania in Philadelphia, United States.
https://en.wikipedia.org/wiki/List_of_University_of_Pennsylv…

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wikipedia NEUTRAL — Frontline is an investigative journalism television program from PBS (Public Broadcasting Service), producing in-depth documentaries on a variety of domestic and international stories and issues, and …
https://en.wikipedia.org/wiki/List_of_Frontline_(American_TV…

+ 3 more evidence sources

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Claim 31: “TD Cowen upgrades Sezzle 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.

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.