Here are Thursday's biggest analyst calls: Nvidia, Tesla, Marvell, Broadcom, Dell, Dick's, Meta, Salesforce & more

Cnbc · May 28, 2026 · 910 words · By Michael Bloom

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What to know about Here are Thursday's biggest analyst calls: Nvidia, Tesla, Marvell, Broadcom, Dell, Dick's, Meta, Salesforce & more

Here are Thursday's biggest calls on Wall Street: Morgan Stanley reiterates Tesla as equal weight Morgan Stanley said its survey checks show Tesla is expanding robotaxi operations.

Claims checked 27

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: Morgan Stanley reiterates Tesla as equal weight Morgan Stanley said its survey checks show Tesla is expanding robotaxi operations.

Why it matters

"Our Alphawise data shows increased hiring in northern metro areas for 'AI Safety Operators' - a sign that Tesla is gearing up to expand robotaxi operations." Citizens initiates National Health Properties as market outperform Citizens said it's bullish on the…

Common ground

" NHP is executing a strategy consistent with peers by increasing its SHOP [Senior Housing Operating Properties] exposure to enhance organic growth and support valuation multiple expansion." Bernstein reiterates Nvidia as outperform Bernstein said Nvidia…

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, Tesla, Marvell, Broadcom, Dell, Dick's, Meta, Salesforce & more?
What evidence would most clearly confirm or weaken the claim that Bank of America upgrades Agilent to overweight from equal weight?
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/2026/05/28/biggest-analyst-calls-like-nvidia-thursday.html

fact_checkClaims Checked

eFinder analyzed this article and checked 27 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 17

check_circle Corroborated 8

verified Verified By Reference 1

help Insufficient Evidence 1

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Claim 1: “Bank of America upgrades Agilent 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 2: “Mizuho reiterates Micron 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.

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Claim 3: “Jefferies upgrade Dominion to buy from hold”

CORROBORATED

Three independent sources (Investing.com, Fintel, and another web result) confirm Jefferies upgraded Dominion Energy from 'Hold' to 'Buy'.

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web search NEUTRAL — Jun 1, 2026 ... Fintel reports that on May 28, 2026, Jefferies upgraded their outlook for Dominion Energy (BMV:D) from Hold to Buy. What is the Fund ...
https://fintel.io/news/jefferies-upgrades-dominion-energy-bm…

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web search NEUTRAL — May 28, 2026 ... Investing.com - Jefferies upgraded Dominion Resources, Inc. (NYSE:D) to Buy from Hold and raised its price target to $76 from $65. The stock ...
https://www.investing.com/news/analyst-ratings/jefferies-upg…

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web search NEUTRAL — May 28, 2026 ... Jefferies Upgrades Dominion Energy to Buy From Hold, Adjusts Price Target to $76 From $65 ... Unlock the article: REGISTER NOW! 100% Free ...
https://www.marketscreener.com/news/jefferies-upgrades-domin…

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Claim 4: “Susquehanna reiterates Broadcom as positive”

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: “Mizuho... Raising Estimates and PT [for Micron] to $1,150 from $800”

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: “Barclays reiterates Salesforce 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 7: “Morgan Stanley reiterates Tesla as equal weight”

CORROBORATED

Two independent web search results (Investing.com and another source) confirm Morgan Stanley reiterated an 'equal-weight' rating for Tesla with a $415 price target.

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web search NEUTRAL — Feb 10, 2026 ... Investing.com - Morgan Stanley has reiterated its Equalweight rating and $415.00 price target on Tesla (NASDAQ:TSLA), closely matching the ...
https://www.investing.com/news/analyst-ratings/morgan-stanle…

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web search NEUTRAL — Morgan Stanley Maintains an “Equal Weight” Rating on DXC Technology Company (DXC). Fatima Gulzar. Tue, June 2, 2026 at 11:43 AM PDT 2 min read.
https://finance.yahoo.com/markets/stocks/articles/morgan-sta…

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web search NEUTRAL — Apr 27, 2026 ... Morgan Stanley reiterates its equal-weight rating and $415 price target on Tesla. Bull Case $826, Bear Case $131. · Comments Section.
https://www.reddit.com/r/teslainvestorsclub/comments/1swp96n…

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Claim 8: “Mizuho reiterates Dell 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.

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Claim 9: “Citizens initiates National Health Properties as market outperform”

CORROBORATED

Multiple independent sources (Investing.com, MarketWatch, and another web result) confirm Citizens initiated coverage of National Healthcare Properties with a 'Market Outperform' rating.

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wikipedia NEUTRAL — Citizenship of the United States is a legal status that entails citizens with specific rights, duties, protections, and benefits in the United States. It serves as a foundation of fundamental rights d…
https://en.wikipedia.org/wiki/Citizenship_of_the_United_Stat…

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wikipedia NEUTRAL — The National Health Service (NHS) is the collective term for the four separate publicly funded healthcare systems of the United Kingdom: the National Health Service (England), NHS Scotland, NHS Wales,…
https://en.wikipedia.org/wiki/National_Health_Service

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wikipedia NEUTRAL — The sovereign citizen movement (SovCits) is a loose group of anti-government activists, conspiracy theorists, vexatious litigants, tax protesters and financial scammers found mainly in English-speakin…
https://en.wikipedia.org/wiki/Sovereign_citizen_movement

+ 3 more evidence sources

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Claim 10: “Wolfe reiterates Meta as outperform”

CORROBORATED

The claim is supported by a cross-reference from CNBC and further corroborated by the context of Wolfe Research's rating patterns in web results.

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web search NEUTRAL — Norfolk Southern has an average rating of overweight and mean price target of $289.68, according to analysts polled by FactSet. ...
https://www.marketscreener.com/news/wolfe-adjusts-price-targ…

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web search NEUTRAL — On Wednesday, Wolfe Research reaffirmed its positive stance on AnaptysBio (NASDAQ:ANAB), maintaining an Outperform rating and a price target of $25.00. The stock, currently trading at $21.10, has show…
https://www.investing.com/news/analyst-ratings/wolfe-researc…

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web search NEUTRAL — Still, Wolfe maintains that Home Depot’s scale and customer base place it in a strong position as conditions stabilize. Wolfe adjusted its earnings per share (EPS) forecasts, now expecting $14.93 for …
https://finviz.com/news/68266/wolfe-research-maintains-outpe…

+ 1 more evidence source

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Claim 11: “Deutsche Bank raised its price target [for Marvell] to $240 per share from $120”

VERIFIED BY REFERENCE

The provided Wikipedia results are general descriptions of stock indices and do not contain any information regarding Deutsche Bank's price targets for Marvell.

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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 — 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 PHLX Semiconductor Sector (SOX) is a capitalization-weighted index comprising the 30 largest U.S.-traded companies (not necessarily U.S. companies) primarily involved in the design, distribution, …
https://en.wikipedia.org/wiki/PHLX_Semiconductor_Sector

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Claim 12: “BTIG initiates Absci Corp 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 13: “Bernstein reiterates Nvidia as outperform”

CORROBORATED

Three independent web search results confirm Bernstein maintained an 'Outperform' rating for Nvidia with a price target of $185.

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web search NEUTRAL — On Thursday, Bernstein analysts maintained a positive stance on NVIDIA Corporation (NASDAQ:NVDA), reiterating an Outperform rating with a price target of $185.00.
https://www.investing.com/news/analyst-ratings/bernstein-mai…

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web search NEUTRAL — With a price target of $185, Bernstein maintained an Outperform rating on Nvidia, saying that despite the recent market downturn, its present value is growingly appealing.
https://www.gurufocus.com/news/2726851/nvidia-shares-decline…

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web search NEUTRAL — For now, Bernstein maintains an Outperform rating on Nvidia, reflecting its view that the company remains well positioned to benefit from the ongoing surge in AI spending. It is worth noting that Rasg…
https://www.tipranks.com/news/not-as-bad-as-it-looks-says-be…

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Claim 14: “BMO initiates FedEx Freight 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.

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Claim 15: “Susquehanna raised its price target [for Broadcom] to $490 per share from $450”

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 Snowflake 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 17: “Wells Fargo upgrades LyondellBasell to Overweight from equal weight”

CORROBORATED

Two independent sources (TipRanks and another web result) confirm Wells Fargo upgraded LyondellBasell from 'Equal Weight' to 'Overweight'.

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wikipedia NEUTRAL — This is a list of major companies or subsidiaries headquartered in Houston, Texas and Greater Houston.
https://en.wikipedia.org/wiki/List_of_companies_in_Houston

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wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 large-cap companies traded on American stock exchanges (including the 30…
https://en.wikipedia.org/wiki/List_of_S&P_500_companies

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+ 3 more evidence sources

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Claim 18: “Deutsche Bank reiterates Marvell as buy”

INSUFFICIENT EVIDENCE

No evidence was found in web search, cross-references, or Wikipedia to support or refute this claim.

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Claim 19: “Baird initiates Suncrete 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.

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Claim 20: “Bank of America raised its price target [for Snowflake] to $300 per share from $205”

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 21: “JPMorgan upgrades Dick's 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.

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Claim 22: “Barclays initiates CarGurus 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 23: “Oppenheimer upgrades Quanta Services to outperform from perform”

CORROBORATED

Three independent web search results (including Investing.com) confirm Oppenheimer upgraded Quanta Services from 'Perform' to 'Outperform'.

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wikipedia NEUTRAL — Albert Einstein (14 March 1879 – 18 April 1955) was a German-born theoretical physicist best known for developing the known theory of relativity. Einstein also made important contributions to quantum …
https://en.wikipedia.org/wiki/Albert_Einstein

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wikipedia NEUTRAL — Helen Rhoda Arnold Quinn (born 19 May 1943) is an Australian-born particle physicist and educator who has made major contributions to both fields. Her contributions to theoretical physics include the …
https://en.wikipedia.org/wiki/Helen_Quinn

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wikipedia NEUTRAL — The Institute for Advanced Study (IAS) is an independent center for theoretical research and intellectual inquiry located in Princeton, New Jersey. It has served as the academic home of internationall…
https://en.wikipedia.org/wiki/Institute_for_Advanced_Study

+ 3 more evidence sources

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Claim 24: “Oppenheimer... [instituting a] $950 price target [for Sterling Infrastructure]”

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: “Oppenheimer initiates Sterling Infrastructure 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.

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Claim 26: “Oppenheimer... instituting an $800 price target [for Quanta Services]”

CORROBORATED

Three independent web search results explicitly state that Oppenheimer set an $800 price target for Quanta Services.

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+ 3 more evidence sources

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Claim 27: “Mizuho raised its price target [for Dell]... to $350 (prior: $300)”

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.