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Here are Thursday's biggest analyst calls: Nvidia, Apple, Uber, Microsoft, Disney, CoreWeave, Alcoa & more

Cnbc · 🇮🇷 public Iran · · 1117 words · By Michael Bloom
Wall Street Analyst Recommendations Stock Market Trends
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What to know about Wall Street Analyst Recommendations

Here are Thursday's biggest calls on Wall Street: Goldman Sachs reiterates Nvidia as buy Goldman said it expects a "beat and raise" quarter ahead of earnings later this month.

Claims checked 25
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 Thursday's biggest calls on Wall Street: Goldman Sachs reiterates Nvidia as buy Goldman said it expects a "beat and raise" quarter ahead of earnings later this month.

Why it matters

"We expect investors to focus on: (1) the magnitude of upside to Nvidia's $ 1 trillion datacenter guidance at GTC; (2) potential upside from agentic AI to the server CPU business; (3) competitive dynamics; (4) gross margin outlook given rising input costs."…

Common ground

"We are upgrading the FRPT shares to Overweight from Neutral.

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.

open_in_new Read the original article: https://www.cnbc.com/2026/05/07/thursday-wall-street-stocks-by-analysts-include-…

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

schedule Pending 15
check_circle Corroborated 4
help Insufficient Evidence 4
info Single Source 1
cancel Disputed 1
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Claim 1: “Maintaining our OP rating and $330 target [for Apple].”
CORROBORATED
Multiple sources explicitly state that Evercore ISI has a $330 price target for Apple.
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web search NEUTRAL — Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $330.00 price target on Apple stock following the announcement, noting that the partnership allows Apple to "get the best of bot…
https://au.investing.com/news/analyst-ratings/evercore-isi-r…
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web search NEUTRAL — Investment analysts at Evercore ISI have once again turned heads in the financial world by elevating their price target for Apple Inc. to $330 per share, a move driven primarily by robust demand for t…
https://www.webpronews.com/evercore-isi-lifts-apple-price-ta…
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web search NEUTRAL — Evercore ISI maintained an Outperform rating and $330 price target on the stock. Claim 70% Off TipRanks Premium.
https://www.tipranks.com/news/the-fly/macbook-neo-positions-…
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Claim 2: “BMO upgrades Selective Insurance 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 3: “Goldman Sachs reiterates Uber 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 4: “Deutsche Bank reiterates DoorDash 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 5: “Wells Fargo upgrades United Therapeutics 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 6: “BMO upgrades Prologis 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.
help
Claim 7: “Loop reiterates CoreWeave as buy”
INSUFFICIENT EVIDENCE
No evidence was found in the search results to confirm or deny this claim.
help
Claim 8: “JPMorgan upgrades Freshpet to buy from hold”
INSUFFICIENT EVIDENCE
The evidence shows that Jefferies, not JPMorgan, upgraded Freshpet from 'Hold' to 'Buy'. There is no evidence that JPMorgan performed this upgrade.
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web search NEUTRAL — Bloomberg Originals Host & Executive Producer Emily Chang interviews JPMorgan Chase CEO Jamie Dimon, a titan in the banking industry who’s known for his free...
https://www.youtube.com/watch?v=9Kl-wO_j5GM
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web search NEUTRAL — Jefferies upgraded Freshpet's stock rating from Hold to Buy, despite lowering the price target to $150, citing the company's strong fourth-quarter performance and optimistic future sales projections.
https://www.investing.com/news/insider-trading-news/freshpet…
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web search NEUTRAL — Freshpet's stock soared 6.2% as Jefferies upgraded it to 'Buy', highlighting strong growth in sales and retail expansion.According to Yahoo Finance, the investment firm elevated its rating from "Hold"…
https://www.indexbox.io/blog/freshpets-stock-surges-after-je…
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Claim 9: “data center suppliers representing 10% of PLD's new leasing... in 1Q26”
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 10: “Wells Fargo reiterates Disney as a top pick”
INSUFFICIENT EVIDENCE
No evidence was found in the search results to confirm or deny this claim.
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Claim 11: “Northland upgrades Surf Air Mobility to 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.
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Claim 12: “Jefferies upgrades Agilon Health to buy from hold”
SINGLE SOURCE
The search results for Jefferies provide general company information and earnings reports, but contain no mention of a rating upgrade for Agilon Health.
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web search NEUTRAL — Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and f…
https://en.wikipedia.org/wiki/Jefferies_Group
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web search NEUTRAL — Jefferies is the leading pure-play investment banking and capital markets firm, purpose-built and driven to deliver for our clients.
https://www.jefferies.com/
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web search NEUTRAL — Mar 24, 2026 · Jefferies is set to report earnings after markets close on Wednesday, kicking off a closely watched earnings season for Wall Street's largest banks.
https://www.reuters.com/business/finance/japans-smfg-plans-p…
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Claim 13: “Raising our PT to $155 from $120 [for CoreWeave]”
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: “BTIG upgrades Fortinet 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.
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Claim 15: “Barclays reiterates Microsoft as overweight”
CORROBORATED
Multiple sources confirm Barclays maintains an 'Overweight' rating for Microsoft.
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web search NEUTRAL — On December 5, Barclays maintained its Overweight rating and a $625 price target on Microsoft following the company’s announcement of upcoming price increases for its Office and Microsoft 365 commerci…
https://finviz.com/news/247869/barclays-maintains-overweight…
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web search NEUTRAL — Firm maintains "Overweight" rating for MSFT.On September 26, 2025, Morgan Sta.This adjustment marks a 7.39% increase in the price target while maintaining the "Overweight" rating. Looking at previous …
https://www.gurufocus.com/news/3121971/msft-morgan-stanley-r…
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web search NEUTRAL — Barclays maintains an Overweight rating, targeting a price of $600 with a 62% upside potential. • The broader implications of AI adoption challenges loom over market expectations. Verified by 2 source…
https://www.linkedin.com/posts/curiouscats-ai_microsoft-fina…
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Claim 16: “AI leader Palantir (PLTR, OP) agreed and is building the tech with Surf”
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: “Wells Fargo upgrades Alcoa 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.
schedule
Claim 18: “Barclays upgrades Halliburton 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.
help
Claim 19: “Bank of America upgrades Scorpio Tankers to buy from underperform”
INSUFFICIENT EVIDENCE
The evidence directly contradicts the claim: Bank of America downgraded Scorpio Tankers from 'Buy' to 'Underperform', whereas the claim states they upgraded it from 'Underperform' to 'Buy'.
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web search NEUTRAL — On January 9, Bank of America downgraded Scorpio Tankers Inc. (NYSE:STNG) to Underperform from Buy and set a $53 price target.
https://www.insidermonkey.com/blog/bank-of-america-downgrade…
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web search NEUTRAL — BofA downgraded Scorpio Tankers (STNG) to Underperform from Buy with a $53 price target With the company locking in additional time charters, suggesting the company...
https://www.tipranks.com/news/the-fly/scorpio-tankers-downgr…
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web search NEUTRAL — Bank of America downgraded shares of Scorpio Tankers (NYSE:STNG – Free Report) from a buy rating to an underperform rating in a research note issued to investors on Friday, Marketbeat reports.
https://www.americanbankingnews.com/2026/01/12/scorpio-tanke…
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Claim 20: “Evercore ISI reiterates Apple as outperform”
CORROBORATED
Multiple sources confirm Evercore ISI maintains an 'Outperform' rating for Apple.
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web search NEUTRAL — Investing.com - Evercore ISI has maintained its Outperform rating and $300 price target on Apple (NASDAQ:AAPL) while removing the stock from its Tactical Outperform list following the company’s Septem…
https://www.investing.com/news/analyst-ratings/evercore-isi-…
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web search NEUTRAL — Evercore ISI Maintains "Outperform" Rating on Apple Inc. (NASDAQ:AAPL), Sees AI Benefits Driving Future Growth.On November 13, Evercore ISI reiterated Apple Inc. (NASDAQ:AAPL) as “Outperform” with a p…
https://finance.yahoo.com/news/evercore-isi-maintains-outper…
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web search NEUTRAL — Amit Daryanani, Evercore ISI senior managing director, joins 'Squawk Box' to discuss the impact of President Trump's tariffs on Apple, why he's keeping the s...
https://www.youtube.com/watch?v=Ta3tOfHLvDQ
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Claim 21: “Barclays upgrades SiTime 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.
schedule
Claim 22: “BMO upgrades Louisiana-Pacific 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.
cancel
Claim 23: “The shares [Freshpet] were down 9% yesterday (SPX +1%) following a 1Q26 sales beat and guidance increase.”
DISPUTED
The evidence is contradictory. One source mentions shares were down 3.02% in premarket trading following a cautious outlook, while another mentions a surge on a Q3 beat. There is no specific evidence confirming a 9% drop specifically linked to a '1Q26' sales beat and guidance increase.
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web search NEUTRAL — Freshpet sees FY2023 revenue at $755 million, an increase from its previous guidance of $750 million and above the consensus of $750.9 million. Adjusted EBITDA is now seen at $62 million, up from the …
https://www.investing.com/news/stock-market-news/freshpet-sh…
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web search NEUTRAL — Freshpet forecasts fiscal 2026 sales of $1.179 billion to $1.212 billion, compared with an estimate of $1.206 billion. FRPT Price Action: Freshpet shares were down 3.02% at $72.26 during premarket tra…
https://www.benzinga.com/markets/earnings/26/02/50779009/dog…
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web search NEUTRAL — Net sales increased 8.6% to $285.2 million from $262.7 million a year earlier, driven by 9.7% volume growth and partially offset by a 1.1% unfavorable price/mix impact.
https://finviz.com/news/318575/dog-and-cat-food-maker-freshp…
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Claim 24: “JPMorgan reiterates Instacart 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 25: “Goldman Sachs reiterates Nvidia as buy”
CORROBORATED
Multiple independent sources (investing.com and other web results) confirm that Goldman Sachs maintains a 'Buy' rating for Nvidia, although price targets vary across different reports.
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web search NEUTRAL — On Monday, Goldman Sachs reiterated their Conviction Buy rating on NVIDIA (NASDAQ:NVDA) with a steady price target of $135.00.The recommendation to maintain a Buy rating on NVIDIA's stock, which also …
https://www.investing.com/news/company-news/goldman-sachs-ma…
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web search NEUTRAL — Goldman Sachs analyst Toshiya Hari maintains $NVIDIA (NVDA.US)$ with a buy rating, and adjusts the target price from $135 to $150. According to TipRanks data, the analyst has a success rate of 67.5% a…
https://www.moomoo.com/news/post/44493452/goldman-sachs-main…
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web search NEUTRAL — Goldman Sachs is positive on the stock with a Buy rating. The target price is unchanged at USD 605.Intraday chart for NVIDIA Corporation.
https://www.marketscreener.com/quote/stock/NVIDIA-CORPORATIO…
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.