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Here are Thursday's biggest analyst calls: Nvidia, Apple, Broadcom, Netflix, Oracle, Microsoft, CrowdStrike & more

Cnbc · · 1011 words · By Michael Bloom
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What to know about Here are Thursday's biggest analyst calls: Nvidia, Apple, Broadcom, Netflix, Oracle, Microsoft, CrowdStrike & more

Here are Thursday's biggest calls on Wall Street: Morgan Stanley reiterates Broadcom as overweight Morgan Stanley raised its price target on Broadcom to $502 per share from $485 following earnings.

Claims checked 34
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center86%
Right14%

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

What happened

Here are Thursday's biggest calls on Wall Street: Morgan Stanley reiterates Broadcom as overweight Morgan Stanley raised its price target on Broadcom to $502 per share from $485 following earnings.

Why it matters

"Very strong results amid even higher expectations - but the growth trend remains very strong.

Common ground

PT up to $502, reiterate OW." Jefferies upgrades RTX to buy from hold Jefferies said it likes the company's free-cash flow.

Perspective signals

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

open_in_new Read the original article: https://www.cnbc.com/2026/06/04/thursday-analyst-calls-with-stocks-like-nvidia.h…

fact_checkClaims Checked

eFinder analyzed this article and checked 34 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 24
info Single Source 5
check_circle Corroborated 3
cancel Disputed 1
verified Verified By Reference 1
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Claim 1: “Morgan Stanley reiterates CrowdStrike 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: “Wells Fargo reiterates Microsoft as overweight”
SINGLE SOURCE
The claim is reported by a single cross-reference source (CNBC).
compare_arrows
cross reference SUPPORTS — The bank [Wells Fargo], which has an overweight rating on the tech giant, hiked its price target on shares to $650 from $625.
https://www.cnbc.com/2026/06/01/microsoft-could-hit-new-high…
info
Claim 3: “Morgan Stanley reiterates Broadcom as overweight”
SINGLE SOURCE
The provided web search results for Morgan Stanley are general company descriptions or login pages and do not mention a rating for Broadcom.
travel_explore
web search NEUTRAL — Morgan Motor Company Limited is a British motor car manufacturer majority-owned by European [2] investment group InvestIndustrial. Morgan was founded in 1910 by Henry Frederick Stanley Morgan. The com…
https://en.m.wikipedia.org/wiki/Morgan_Motor_Company
travel_explore
web search NEUTRAL — The scientists plan to escape with Morgan, but after waking, Morgan, believing they have betrayed her starts a killing spree. She kills Darren with a lethal injection, shoots Ted in the chest and the …
https://en.m.wikipedia.org/wiki/Morgan_(2016_film)
travel_explore
web search NEUTRAL — Log in to the Morgan Stanley Online Wealth Management site to seamlessly and securely manage your investments and everyday finances in one place.
https://login.morganstanleyclientserv.com/ux/
info
Claim 4: “FedEx Freight [spun] from FDX earlier this week”
SINGLE SOURCE
The TipRanks source mentions a 'separation' occurring, but the other provided evidence only shows FedEx Freight as a service/subsidiary. There is no strong corroboration of a formal spin-off from FDX in the provided text.
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wikipedia NEUTRAL — FedEx Express is an American cargo airline based in Memphis, Tennessee, United States. As of 2023, it was the world's largest cargo airline in terms of fleet size and freight tons flown. It is the nam…
https://en.wikipedia.org/wiki/FedEx_Express
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wikipedia NEUTRAL — FedEx Express Flight 80 was a scheduled cargo flight from Guangzhou Baiyun International Airport, China, to Narita International Airport, Japan, operated by FedEx Express. At 06:48 JST (UTC+09:00) on…
https://en.wikipedia.org/wiki/FedEx_Express_Flight_80
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wikipedia NEUTRAL — FedEx Office Print & Ship Services Inc. (doing business as FedEx Office; formerly FedEx Kinko's, and earlier simply Kinko's) is an American retail chain that provides an outlet for FedEx Express and F…
https://en.wikipedia.org/wiki/FedEx_Office
+ 3 more evidence sources
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Claim 5: “Benchmark initiates CoStar Group 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 6: “KBW upgrades Essent Group to outperform from market 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.
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Claim 7: “Bernstein initiates TeraWulf and Cipher Digital 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 8: “BTIG [established] a $90 PT [for Medtronic]”
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: “CRWD's FQ1 beat expectations across the board”
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 10: “Citi reiterates Oracle 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 11: “Mizuho reiterates Nvidia 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 12: “Benchmark [set] $45 price target [for CoStar Group]”
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 13: “Citi raised its price target on the stock [Oracle] to $330 per share from $320”
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 14: “Goldman Sachs upgrades Expro Group 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 15: “KeyBanc upgrades Murphy Oil to overweight from sector 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.
info
Claim 16: “Bank of America reiterates Alphabet as buy”
SINGLE SOURCE
The claim is reported by a single cross-reference source (CNBC).
compare_arrows
cross reference SUPPORTS — Bank of America reiterates Alphabet as buy
https://www.cnbc.com/2026/05/15/friday-biggest-stock-calls-b…
schedule
Claim 17: “William Blair upgrades Karat Packaging to outperform from market 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 18: “Guggenheim initiates Opus Genetics 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 19: “MoffettNathanson reiterates Apple as 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 20: “CRWD [had a] $52mm raise to FY27 NNARR guidance”
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.
cancel
Claim 21: “Morgan Stanley raised its price target on Broadcom to $502 per share from $485”
DISPUTED
The evidence directly contradicts the claim. Multiple sources state Morgan Stanley raised the price target to $485 from $470, not to $502 from $485.
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wikipedia NEUTRAL — Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings se…
https://en.wikipedia.org/wiki/Broadcom
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wikipedia NEUTRAL — JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United Stat…
https://en.wikipedia.org/wiki/JPMorgan_Chase
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wikipedia NEUTRAL — Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more tha…
https://en.wikipedia.org/wiki/Morgan_Stanley
+ 3 more evidence sources
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Claim 22: “Jefferies upgrades RTX to buy from hold”
CORROBORATED
Three independent web sources confirm that Jefferies upgraded RTX from 'Hold' to 'Buy' on June 4, 2026.
travel_explore
web search NEUTRAL — On June 4, 2026, Jefferies upgraded RTX RTX from a "Hold" rating to a "Buy" rating.Analysts have upgraded RTX to a "Buy" rating, reflecting a positive outlook for the stock's performance.
https://www.gurufocus.com/news/8901601/rtx-upgraded-by-jeffe…
travel_explore
web search NEUTRAL — Jefferies upgrades RTX to Buy, lifts target price to $220.RTX gains on expectations of stronger margins and cash flow.
https://invezz.com/news/2026/06/04/rtx-stock-rises-4-after-j…
travel_explore
web search NEUTRAL — Jefferies analyst Sheila Kahyaoglu upgraded RTX to Buy from Hold with a price target of $220, up from $210. Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for RTX.
https://intellectia.ai/news/stock/rtx-corporation-sees-posit…
info
Claim 23: “Macquarie downgrades Broadcom to neutral from outperform”
SINGLE SOURCE
The evidence provided for Macquarie consists only of general company descriptions and does not mention any rating changes for Broadcom.
travel_explore
web search NEUTRAL — Macquarie was founded on 10 December 1969 as Hill Samuel Australia Limited (HSA), a subsidiary of the UK's Hill Samuel & Co. Limited. The group's logo is a stylised version of the
https://en.wikipedia.org/wiki/Macquarie_Group
travel_explore
web search NEUTRAL — Macquarie Bank offers transaction accounts, home loans, credit cards, online banking, business banking and more. Find out why you should bank with us.
https://www.macquarie.com.au/
travel_explore
web search NEUTRAL — Macquarie is a diversified financial group providing clients with asset management and finance, banking, advisory and risk and capital solutions across debt, equity and commodities.
https://www.macquarie.com/us/en/about.html
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Claim 24: “Guggenheim [set] $16 PT [for Opus Genetics]”
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: “ESNT [is trading at] 93% of 1Q TBV”
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: “Bank of America upgrades UnitedHealth 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 27: “Morgan Stanley raised its price target on the stock [CrowdStrike] to $690 per share from $610”
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 28: “BTIG upgrades Medtronic 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.
check_circle
Claim 29: “Wolfe initiates FedEx Freight as outperform”
CORROBORATED
Multiple sources (Investing.com and TipRanks) report that Wolfe Research (and Evercore ISI) initiated coverage of FedEx Freight with an outperform rating.
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wikipedia NEUTRAL — The Rookie is an American drama series created by Alexi Hawley for ABC. The series follows John Nolan, a man in his forties, who becomes the oldest rookie at the Los Angeles Police Department. The ser…
https://en.wikipedia.org/wiki/List_of_The_Rookie_episodes
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wikipedia NEUTRAL — Veeva Systems Inc., headquartered in Pleasanton, California, provides cloud computing software, data, and consulting services for the life sciences industry. Its products are used to track all aspects…
https://en.wikipedia.org/wiki/Veeva_Systems
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wikipedia NEUTRAL — Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure. As of December 31, 2022, the company had investments in approximately 3,000 properties, all of which were in…
https://en.wikipedia.org/wiki/Welltower
+ 3 more evidence sources
schedule
Claim 30: “Bernstein reiterates Netflix 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.
verified
Claim 31: “RTX is home to leading franchises across Aerospace (47% of sales) and Defense (53% of sales)”
VERIFIED BY REFERENCE
While Wikipedia confirms RTX is an aerospace and defense conglomerate, the specific sales percentage breakdown (47% Aerospace / 53% Defense) is not present in the provided evidence.
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wikipedia NEUTRAL — An aerospace manufacturer is a company or individual involved in the various aspects of designing, building, testing, selling, and maintaining aircraft, aircraft parts, missiles, rockets, or spacecraf…
https://en.wikipedia.org/wiki/Aerospace_manufacturer
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wikipedia NEUTRAL — Collins Aerospace is an American aviation and defence technology company, which is one of the world's largest suppliers of aerospace and defence products. It was formed in 2018 from the merger between…
https://en.wikipedia.org/wiki/Collins_Aerospace
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wikipedia NEUTRAL — RTX Corporation, formerly Raytheon Technologies Corporation, is an American multinational aerospace and defense conglomerate headquartered in Arlington, Virginia. It is one of the largest aerospace an…
https://en.wikipedia.org/wiki/RTX_Corporation
+ 3 more evidence sources
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Claim 32: “Google is now working with MediaTek and developing in-house capabilities [for supply chain]”
CORROBORATED
Multiple sources confirm Google is collaborating with MediaTek for its next-generation TPU (Ironwood) for 2026 to manage supply chain and production risk.
travel_explore
web search NEUTRAL — For its next-generation Ironwood TPU, debuting in 2026, it’s teaming with MediaTek and Broadcom—a move that spreads cost and production risk. MediaTek will handle I/O and manufacturing coordination wi…
https://www.jonpeddie.com/news/ironwood-chetyorka-google-bro…
travel_explore
web search NEUTRAL — Google has tapped Taiwanese chipmaker MediaTek to collaborate on the development and production of its next-generation Tensor Processing Units (TPUs), set to be released in 2026, according to sources …
https://deepnewz.com/ai-products/google-taps-mediatek-2026-a…
travel_explore
web search NEUTRAL — Which foundry partners does MediaTek work with? MediaTek is one of the earliest adopters of TSMC's 2nm N2P process for both mobile and data center silicon, with the first 2nm flagship SoC tape-out com…
https://www.linkedin.com/pulse/beyond-mobile-how-mediatek-we…
schedule
Claim 33: “JPMorgan upgrades Venture Global to overweight 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 34: “50% of 2026E production [for Murphy Oil] is oil; none is hedged”
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.