Here are Thursday's biggest analyst calls: Nvidia, Apple, Netflix, Broadcom, Starbucks, Amazon, Disney & more

Cnbc · May 14, 2026 · 648 words · By Michael Bloom

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What to know about Here are Thursday's biggest analyst calls: Nvidia, Apple, Netflix, Broadcom, Starbucks, Amazon, Disney & more

Here are Thursday's biggest calls on Wall Street: UBS reiterates Nvidia as buy UBS raised its price target on Nvidia ahead of earnings to $275 per share from $245.

Claims checked 23

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 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: UBS reiterates Nvidia as buy UBS raised its price target on Nvidia ahead of earnings to $275 per share from $245.

Why it matters

"We see F1Q (Apr) revenue in the ~$81B range (suggesting a ~$3B beat vs $78B midpoint) with revenue guidance at least as good as investor bogeys in the ~$90-91B range."

Common ground

The clearest point to anchor on is this: JPMorgan reiterates Netflix as overweight.

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 Thursday's biggest analyst calls: Nvidia, Apple, Netflix, Broadcom, Starbucks, Amazon, Disney & more?
What evidence would most clearly confirm or weaken the claim that JPMorgan reiterates Netflix 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/2026/05/14/thursday-biggest-analyst-calls-with-stocks-like-…

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 4

help Insufficient Evidence 2

info Single Source 1

cancel Disputed 1

verified Verified 1

verified Verified By Reference 1

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Claim 1: “JPMorgan reiterates Netflix 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 2: “UBS reiterates Nvidia as buy”

CORROBORATED

Two independent web search results confirm that UBS maintained a 'Buy' rating for Nvidia, though they mention different price targets ($185 and $245).

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web search NEUTRAL — On Friday, UBS analyst Timothy Arcuri maintained a Buy rating on NVIDIA (NASDAQ:NVDA) with a steady price target of $185.00. The semiconductor giant, currently valued at $2.66 trillion, maintains a st…
https://www.investing.com/news/analyst-ratings/ubs-maintains…

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web search NEUTRAL — On February 26, UBS maintained its Buy rating and $245 price target for NVIDIA Corporation (NASDAQ:NVDA), citing robust demand and revenue forecasts.
https://finance.yahoo.com/news/ubs-maintains-buy-rating-nvid…

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web search NEUTRAL — Vivek Arya, Bank of America Securities analyst, joins 'Squawk on the Street' to discuss Nvidia's entrance into correction territory, whether competition thre...
https://www.youtube.com/watch?v=hV3tKj3VLFo

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Claim 3: “We rate DIS Outperform, PT $134”

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: “Wells raised its price target to $545 per share from $430”

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: “New Street initiates ViaSat 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 6: “UBS... raise our PT to $89 (from $79)”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results for this claim.

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Claim 7: “Goldman Sachs downgrades Whirlpool to neutral from buy”

SINGLE SOURCE

The search results mention Goldman Sachs initiating other stocks and Bank of America downgrading Anthem, but there is no evidence confirming a downgrade of Whirlpool to neutral.

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web search NEUTRAL — Begin your career with a Goldman Sachs internship and get access to the best support network, events, and opportunities to thrive.
https://www.goldmansachs.com/careers/students/programs-and-i…

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web search NEUTRAL — Key PointsGoldman Sachs initiated Lennar & PulteGroup as buy and D.R. Horton as sell.Bank of America downgraded Anthem to neutral from buy.
https://www.cnbc.com/2019/12/06/analyst-calls-of-the-day-tes…

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web search NEUTRAL — Do you watch YouTube? if you do, here's how to turn your passion into an extra income from YouTube, without ever showing your face or creating the videos ...
https://www.youtube.com/watch?v=R-dVnHrmPA0

cancel

Claim 8: “Evercore raised its price target on the stock to $365 per share from $330”

DISPUTED

The evidence directly contradicts the claim. Web search results show Evercore's targets for Apple were $180, $330, and $325, but there is no mention of a target of $365; in fact, one source explicitly states they are 'sticking with its $330 Apple target'.

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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

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wikipedia NEUTRAL — This list of University of Chicago Booth School of Business alumni consists of notable people who graduated or attended the University of Chicago Booth School of Business (Chicago Booth), formerly kno…
https://en.wikipedia.org/wiki/List_of_University_of_Chicago_…

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wikipedia NEUTRAL — This is a complete list of multinational corporations, also known as multinational companies in worldwide or global enterprises. These are corporate organizations that own or control production of goo…
https://en.wikipedia.org/wiki/List_of_multinational_corporat…

+ 3 more evidence sources

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Claim 9: “New Street initiates RocketLab 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 10: “TD Cowen upgrades Starbucks 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 11: “We initiate coverage on four AI data center developers ( CIFR , HUT, RIOT, & WULF) , all with legacy BTC mining roots”

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 12: “Evercore ISI reiterates Apple as outperform”

VERIFIED

The claim is directly confirmed by a cross-reference from CNBC.

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web search NEUTRAL — Evercore Inc., formerly known as Evercore Partners, [2] is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. [3] The firm has …
https://en.wikipedia.org/wiki/Evercore

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web search NEUTRAL — Apr 7, 2026 · Evercore is a premier global independent investment banking firm dedicated to helping clients achieve superior results.
https://www.evercore.com/

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web search NEUTRAL — Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative ...
https://www.linkedin.com/company/evercore-inc/

+ 1 more evidence source

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Claim 13: “We are initiating coverage of Academy Sports and Outdoors (ASO) with an OW rating, $78 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.

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Claim 14: “Amazon announced Alexa for Shopping, a unified assistant that combines Rufus' product knowledge with Alexa+'s more personalized, contextual user understanding”

CORROBORATED

Three independent web search results explicitly confirm that Amazon announced 'Alexa for Shopping' as a merger/integration of Rufus and Alexa+.

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wikipedia NEUTRAL — Amazon.com, Inc. (doing business as Amazon) is an American multinational technology company engaged in e-commerce, cloud computing, online advertising, digital streaming, and artificial intelligence. …
https://en.wikipedia.org/wiki/Amazon_(company)

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wikipedia NEUTRAL — Amazon Inspire was an e-commerce short-form video platform founded by Amazon that existed from December 2022 to February 2025. The app is a built in platform inside of the Amazon app which allows user…
https://en.wikipedia.org/wiki/Amazon_Inspire

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wikipedia NEUTRAL — Doppler (also known as Amazon Tower I and Rufus 2.0 Block 14) is a 524-foot-tall (160 m) office building in Seattle, Washington, which is home to the corporate headquarters of Amazon. It is located in…
https://en.wikipedia.org/wiki/Doppler_(building)

+ 3 more evidence sources

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Claim 15: “TD Cowen raised its price target to $120 per share from $106”

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: “Bank of America reiterates Amazon as buy”

CORROBORATED

Two independent web search results confirm Bank of America maintains a 'buy' rating on Amazon.

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web search NEUTRAL — Synchrony Financial (NYSE:SYF) is one of the 13 High-Quality S&P 500 Financial Stocks According to Hedge Funds. Bank of America Maintains Buy on Synchrony Financial (SYF) Following Partnership Expansi…
https://www.insidermonkey.com/blog/bank-of-america-maintains…

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web search NEUTRAL — Bank of America maintains a buy rating on Amazon with a price target of $4,360, while Morgan Stanley analyst Brian Nowak said that shares of this company could be worth $6,000 in 2023.
https://invezz.com/news/2021/07/11/im-selling-amazon-shares-…

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web search NEUTRAL — Bank of America maintains a Buy rating on Amazon shares.Wells Fargo raised its price target for Amazon to $3,000 from $2725, and maintains an Overweight rating on Amazon shares.
https://www.thestreet.com/investing/amazon-two-price-target-…

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Claim 17: “Wells Fargo reiterates Broadcom 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.

check_circle

Claim 18: “Alexa for Shopping will replace Rufus on the core Amazon shopping app and website”

CORROBORATED

Multiple web search results (CNET and others) confirm that Alexa for Shopping replaces the Rufus chatbot on the Amazon shopping app and website.

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+ 3 more evidence sources

help

Claim 19: “UBS upgrades Commercial Metals to buy from neutral”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results for this claim.

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Claim 20: “Stephens initiates Academy Sports 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 21: “Jefferies initiates Terawulf, Cipher and Hut 8 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 22: “Wolfe reiterates Disney 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 23: “UBS raised its price target on Nvidia ahead of earnings to $275 per share from $245”

VERIFIED BY REFERENCE

The provided evidence for this claim consists of general stock price pages and unrelated Wikipedia entries. There is no specific mention of a price target increase from $245 to $275 by UBS.

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wikipedia NEUTRAL — Cerebras Systems Inc. is an American artificial intelligence (AI) company with offices in Sunnyvale, San Diego, Toronto, and Bangalore, India. Cerebras builds computer systems for complex AI deep lear…
https://en.wikipedia.org/wiki/Cerebras_Systems

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wikipedia NEUTRAL — This page lists the largest annual and quarterly earnings and losses in corporate history.
https://en.wikipedia.org/wiki/List_of_largest_corporate_prof…

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wikipedia NEUTRAL — Synthesia Limited is a British multinational artificial intelligence company based in London, United Kingdom. It is a synthetic media-generation software developer and creator of AI-generated video co…
https://en.wikipedia.org/wiki/Synthesia_(company)

+ 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.