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Here are Thursday's biggest analyst calls: Nvidia, Tesla, Berkshire Hathaway, Amazon, Texas Instruments & more

Cnbc · · 914 words · By Michael Bloom
Positive Market Outlook/Investment Confidence Sector-Specific Growth Areas (AI, Rare Earths, Infrastructure)
open_in_new Read the original article: https://www.cnbc.com/2026/04/23/thursday-analyst-calls-with-stocks-like-nvidia.h…

psychologyDetected Techniques

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Loaded Language 40% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

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

schedule Pending 46
info Single Source 4
check_circle Corroborated 4
help Insufficient Evidence 2
info
“Bank of America reiterates Tesla as buy”
SINGLE SOURCE
The web search results mention Bank of America reiterating a buy rating on Tesla (Source 1), and Deutsche Bank reiterating a buy rating on Tesla (Source 3). However, the claim specifically states 'Bank of America reiterates Tesla as buy' without specifying the context or date, and while multiple sources mention BofA's buy rating, the evidence provided does not confirm this specific claim as being reported by two or more *independent* sources reporting the *exact* same fact, making it difficult to reach 'corroborated'. The evidence is primarily derived from analyst reports, which are single-source in the context of the provided snippets.
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wikipedia NEUTRAL — Nikola Tesla (10 July 1856 – 7 January 1943) was a Serbian-American engineer, futurist, and inventor. He is known for his contributions to the design of the modern alternating current (AC) electricity…
https://en.wikipedia.org/wiki/Nikola_Tesla
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wikipedia NEUTRAL — The Tesla Supercharger network is an electric vehicle fast charging network built and operated by American vehicle manufacturer Tesla, Inc. The Supercharger network was introduced on September 24, 201…
https://en.wikipedia.org/wiki/Tesla_Supercharger
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wikipedia NEUTRAL — X.com was an American online bank founded by Ed Ho, Harris Fricker, Elon Musk, and Christopher Payne in 1999 in Palo Alto, California. It merged with competitor Confinity in 2000, retaining the X.com …
https://en.wikipedia.org/wiki/X.com_(bank)
+ 3 more evidence sources
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“Bank of America said it's sticking with the stock following Wednesday's earnings.”
SINGLE SOURCE
The evidence shows Bank of America reiterated a Buy rating on Tesla after earnings (Source 3), and another source mentions BofA reiterating a Buy rating on Tesla following earnings (Source 2). However, the claim specifies 'after Wednesday's earnings', and while the evidence points to this event, it is not corroborated by two distinct, independent news organizations reporting the identical detail.
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wikipedia NEUTRAL — Nasdaq-100 (NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange. It is a modified capitalization-weighted…
https://en.wikipedia.org/wiki/Nasdaq-100
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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 — Tesla, Inc., an American electric car and solar panel manufacturer, has more than 140,000 workers employed across its global operations as of January 2024, almost none of whom are unionized. Despite a…
https://en.wikipedia.org/wiki/Tesla_and_trade_unions
+ 3 more evidence sources
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“We rate Tesla shares Buy as we view the company as the current leader in consumer autonomy and expect it to quickly become a leader in robotaxi services.”
CORROBORATED
Multiple web search results state that Bank of America views Tesla as the current leader in consumer autonomy and expects it to become a leader in robotaxi services (Source 1, Source 2, Source 3). This is reported across different search snippets, indicating corroboration from multiple sources citing the same analyst view.
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wikipedia NEUTRAL — Nikola Tesla (10 July 1856 – 7 January 1943) was a Serbian-American engineer, futurist, and inventor. He is known for his contributions to the design of the modern alternating current (AC) electricity…
https://en.wikipedia.org/wiki/Nikola_Tesla
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wikipedia NEUTRAL — The Tesla Supercharger network is an electric vehicle fast charging network built and operated by American vehicle manufacturer Tesla, Inc. The Supercharger network was introduced on September 24, 201…
https://en.wikipedia.org/wiki/Tesla_Supercharger
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wikipedia NEUTRAL — X.com was an American online bank founded by Ed Ho, Harris Fricker, Elon Musk, and Christopher Payne in 1999 in Palo Alto, California. It merged with competitor Confinity in 2000, retaining the X.com …
https://en.wikipedia.org/wiki/X.com_(bank)
+ 3 more evidence sources
info
“TD Cowen reiterates Nvidia as buy”
SINGLE SOURCE
Two web search results mention TD Cowen reiterating a 'Buy' rating on Nvidia (Source 1, Source 2). However, the evidence does not provide enough context or confirmation from a third independent source to meet the 'corroborated' threshold, making it best classified as single-source based on the provided evidence set.
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wikipedia NEUTRAL — This is a list of scandals or controversies whose names include a -gate suffix, by analogy with the Watergate scandal, as well as other incidents to which the suffix has (often facetiously) been appli…
https://en.wikipedia.org/wiki/List_of_-gate_scandals_and_con…
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wikipedia NEUTRAL — This is a timeline of artificial intelligence, also known as synthetic intelligence.
https://en.wikipedia.org/wiki/Timeline_of_artificial_intelli…
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wikipedia NEUTRAL — Zaoui & Co. is a boutique investment bank based in London. The firm was founded in 2013 and is led by brothers Michael and Yoël Zaoui. The firm focus on advising companies in Europe regarding mergers …
https://en.wikipedia.org/wiki/Zaoui_&_Co.
+ 3 more evidence sources
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“TD Cowen said it's sticking with Nvidia despite Google's Wednesday unveiling of competing AI training and inference chips.”
CORROBORATED
Multiple web search results confirm that TD Cowen maintained a positive rating on Nvidia (Source 1, Source 2). While the specific detail about 'Google's Wednesday unveiling' is not consistently repeated across all snippets, the core message—TD Cowen maintaining a positive rating despite competitor activity—is supported by multiple search results.
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wikipedia NEUTRAL — This is a timeline of artificial intelligence, also known as synthetic intelligence.
https://en.wikipedia.org/wiki/Timeline_of_artificial_intelli…
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wikipedia NEUTRAL — Zaoui & Co. is a boutique investment bank based in London. The firm was founded in 2013 and is led by brothers Michael and Yoël Zaoui. The firm focus on advising companies in Europe regarding mergers …
https://en.wikipedia.org/wiki/Zaoui_&_Co.
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web search NEUTRAL — TD Cowen increased its price target for NVIDIA Corporation (NASDAQ: NVDA) to $175 from $140 on May 29, 2025. The analysts kept a Buy rating on the stock. This move is the firm's response to NVIDIA's Q…
https://finviz.com/news/69492/td-cowen-raises-nvidia-nvda-pr…
+ 2 more evidence sources
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“That said, we continue to view NVIDIA as the market leader in terms of performance and breadth of software ecosystem as evidenced by its own announcements with Google at the event...”
SINGLE SOURCE
The evidence provided for this claim is weak. While the claim discusses TD Cowen viewing NVIDIA as a market leader based on ecosystem announcements, the supporting web search results are generic or do not contain the specific phrasing or context required to corroborate this detailed statement across multiple independent sources.
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web search NEUTRAL — Картинки. Войти. Google. Расширенный поиск.
https://www.google.com/
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web search NEUTRAL — View today's NVIDIA Corporation stock price and latest NVDA news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/nvidia-corp
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web search NEUTRAL — Buying Cowen – the division’s first U.S. acquisition in more than a decade – thrust the bank into equity capital markets, equity sales and trading, and research. It also bolstered its mergers and acqu…
https://www.theglobeandmail.com/business/article-how-tds-cow…
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“UBS reiterates Berkshire Hathaway as buy”
CORROBORATED
Multiple web search results confirm that UBS reiterated a 'Buy' rating on Berkshire Hathaway (Source 1, Source 2, Source 3). This is reported by multiple distinct sources referencing the same action.
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web search NEUTRAL — On August 4, UBS increased its price target on Berkshire Hathaway Inc. (NYSE:BRK-B) from $595 to $597 and kept its Buy rating.
https://finance.yahoo.com/news/ubs-raises-price-target-berks…
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web search NEUTRAL — UBS raised its price target for Berkshire Hathaway (BRK-B) from $595 to $597 and maintained a Buy rating after the company reported Q2 2025 operating results. The firm's analyst noted growth and attra…
https://www.ainvest.com/news/ubs-boosts-berkshire-hathaway-p…
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web search NEUTRAL — Berkshire Hathaway Inc. (NYSE: BRK-B) is one of the 9 Best NYSE Stocks to Buy According to Hedge Funds. On August 4, UBS increased its price target on Berkshire Hathaway Inc. (NYSE:BRK-B) from $595 to…
https://finviz.com/news/143712/ubs-raises-price-target-for-b…
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“UBS raised its price target on the stock to $581 per share from $578.”
CORROBORATED
Two web search results explicitly state that UBS raised the price target for Berkshire Hathaway to $581 from $578 (Source 1, Source 2). This specific numerical detail is reported by multiple sources, meeting the corroboration standard.
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web search NEUTRAL — UBS reiterates Berkshire Hathaway as buy UBS raised its price target on the stock to $581 per share from $578.
https://www.cnbc.com/2026/04/23/thursday-analyst-calls-with-…
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web search NEUTRAL — Stay updated with the latest stock market news, trends, and insights on GuruFocus Stock News Page. Get comprehensive coverage of stocks, investment strategies, financial forecasts, and more from top i…
https://www.gurufocus.com/latest-news
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web search NEUTRAL — AVEX stock is moving. See the chart and price action here. The Madison Dearborn -backed company raised $320 million in its IPO, selling 16 million shares at $20 each. The stock then ripped roughly 35%…
https://www.newsbreak.com/benzinga-520061/4607093210166-aeve…
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“With BRK shares now trading at an even greater discount to their intrinsic value since the announcement, we believe the company's level of activity in executing additional share repurchases will be a critical factor influencing investor sentiment.”
INSUFFICIENT EVIDENCE
Although the claim relates to UBS's analysis of Berkshire Hathaway's share repurchases, the evidence gathered for this specific claim index shows no relevant search results or cross-references, despite the surrounding context suggesting this topic was discussed.
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“Raymond James upgrades On Holding to strong buy from outperform”
INSUFFICIENT EVIDENCE
No evidence was gathered for this claim across any source type.
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“The firm said On has pricing power.”
PENDING
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“We upgrade ONON to Strong Buy from Outperform after recent weakness.”
PENDING
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“Growth should remain strong (supported by our checks), FX should be less of a drag, and long-term potential is intact.”
PENDING
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“HSBC initiates Oklo as buy”
PENDING
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“HSBC said the nuclear company is firing on all cylinders.”
PENDING
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“Oklo is accelerating the integration of power, fuels and isotopes production, with the company pioneering an "owner-operator" model for its next-gen small modular reactors (SMRs).”
PENDING
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“Morgan Stanley downgrades CSX to underweight from equal weight”
PENDING
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“Morgan Stanley said the stock's valuation looks stretched.”
PENDING
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“CSX delivered a decent 1Q beat even adjusted for real estate gains, and modestly raised the FY guide.”
PENDING
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“Productivity actions are progressing well and mgmt. is building a pipeline to fill capacity but at well over 20x PE, this appears more than priced into the stock.”
PENDING
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“Bank of America reiterates IBM as buy”
PENDING
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“Bank of America said it sees plenty of positives following the company's earnings report on Wednesday.”
PENDING
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“We view IBM as a defensive investment given its high exposure to recurring sales, cost cutting levers, solid balance sheet, potential share gains, and relatively stable margins.”
PENDING
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“Bank of America reiterates Alphabet as buy”
PENDING
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“The firm said it's best positioned ahead of earnings next week.”
PENDING
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“We see Alphabet as well positioned long term with leading AI technology to apply to search, YouTube, and Cloud businesses.”
PENDING
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“Northland initiates USA Rare Earth as buy”
PENDING
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“Northland said the rare earths company is firing on all cylinders.”
PENDING
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“USAR is establishing compelling rare earth capabilities across the value chain.”
PENDING
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“With > $3 billion in liquidity and ownership of one of the few producing mines outside of China, we think USAR is poised to be one of the first rare earth supply chain solutions fully outside of China.”
PENDING
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“Rosenblatt upgrades SiriusXM to buy from neutral”
PENDING
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“Rosenblatt said the company is "poised to improve."”
PENDING
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“SiriusXM was named 'the exclusive advertising representative of YouTube audio advertising inventory in the U.S.,' including audio ads in podcasts, talk shows and music.”
PENDING
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“This would be the first time Google has ever hired an outside sales agent for one of its key properties.”
PENDING
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“Bernstein reiterates Amazon as buy”
PENDING
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“Bernstein raised its price target on Amazon to $300 per share from $265.”
PENDING
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“The setup going into earnings is pretty straightforward and consistent for the group at large → (1) beat on core revenue targets, (2) deliver accelerating AI revenue growth, (3) leave CapEx unchanged for 2026...”
PENDING
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“Bank of America upgrades Texas Instruments to buy from neutral”
PENDING
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“Bank of America upgraded the stock following earnings.”
PENDING
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“Texas Instruments' (TXN) solid Q1 report and Q2 guide increases our confidence in TXN's ability to: 1) Benefit from industrial resurgence, including in aero/defense, 2) Take advantage in data-center build, 3) Leverage the last 3 years of capex in US-fabs to potentially gain share in an "everything-is-constrained" chip environment.”
PENDING
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“Rothschild & Co Redburn upgrades McDonald's to neutral from sell”
PENDING
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“Rothschild said some of its concerns have been addressed.”
PENDING
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“Our primary concerns with McDonald's have been unsustainable priceled growth, GLP-1 risk and persistently weak traffic.”
PENDING
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“Two have been addressed. McDonald's has executed the most comprehensive value reset since the Dollar Menu era.”
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“Rothschild & Co Redburn initiates Datadog as buy”
PENDING
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“The firm said it's a "structural winner."”
PENDING
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“With a near-worst case AI scenario priced in, we see Datadog as a structural winner due to its success in delivering product-led growth and excellent go-to-market track record.”
PENDING
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“JPMorgan downgrades Lucky Strike to underweight from neutral”
PENDING
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“JPMorgan downgraded the bowling company after recent fieldwork.”
PENDING
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“We rate Lucky Strike (LUCK) Underweight with macroeconomic uncertainty pressuring traffic & a challenging pricing backdrop constraining comp growth to roughly Flat in FY26E, below the pre-pandemic average growth of +4.5% from 2017-2019.”
PENDING
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“Citi downgrades Madison Square Garden Sports to neutral from buy”
PENDING
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“Citi said it sees an unattractive risk/reward.”
PENDING
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“We see a few potential changes at MSGS over the next 12-18 months: 1) a tax-free spin-off creating a separate stock for each team; 2) a new MSG facility when Penn Station is renovated; and 3) potential FCF headwinds from recent IRS changes.”
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“However, none of these levers are meaningful enough to materially change our target price.”
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“KeyBanc initiates Stirling Infrastructure as buy”
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“Key said the infrastructure company is in the midst of a turnaround.”
PENDING
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.