Here are Wednesday's biggest analyst calls: Nvidia, AMD, Palantir, Monster Beverage, Alphabet, Meta, Sphere Entertainment & more

Cnbc · May 06, 2026 · 1115 words · By Michael Bloom

Stock Market Trends Wall Street Analyst Ratings

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What to know about Stock Market Trends

Here are the biggest calls on Wall Street on Wednesday: Roth upgrades LCI Industries to buy from hold Roth upgrades the boating and RV company following earnings.

Claims checked 34

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 the biggest calls on Wall Street on Wednesday: Roth upgrades LCI Industries to buy from hold Roth upgrades the boating and RV company following earnings.

Why it matters

"We upgrade LCII shares to Buy (from Neutral) with an unchanged PT of $164 following outsized Q1 EPS." BTIG upgrades VF Corp.

Common ground

to buy from neutral BTIG says estimates are now more reasonable for the owner of Vans.

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.

Follow-up questions

What new context would change how readers understand this Stock Market Trends story?
What evidence would most clearly confirm or weaken the claim that Argus upgrades Palantir to buy from hold?
How does this story connect Stock Market Trends with Wall Street Analyst Ratings over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/06/-wednesday-analyst-stock-calls-include-nvidia-am…

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

schedule Pending 24

check_circle Corroborated 6

verified Verified By Reference 2

help Insufficient Evidence 1

info Single Source 1

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Claim 1: “Argus upgrades Palantir 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.

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Claim 2: “Susquehanna upgrades GlobalFoundries to positive 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 3: “Morgan Stanley upgrades Franklin Resources to equal weight from underweight”

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: “initiating a $2.50 price target [for AMC]”

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: “The firm doubles its price target on the stock to $100 per share from $50”

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: “Piper Sandler raises United Fire Group to overweight from neutral”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

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Claim 7: “Morgan Stanley downgrades BellRing Brands to 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 8: “Canaccord initiates Kymera at 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 9: “Citigroup upgrades Arthur J. Gallagher, Brown & Brown and Willis Towers Watson to buy from neutral”

VERIFIED BY REFERENCE

The provided Wikipedia results are general lists (deaths, alumni, S&P 500) and do not contain any information regarding Citigroup upgrades for these companies.

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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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wikipedia NEUTRAL — The following notable deaths in the United States occurred in 2024. Names are reported under the date of death, in alphabetical order as set out in WP:NAMESORT. A typical entry reports information in …
https://en.wikipedia.org/wiki/2024_deaths_in_the_United_Stat…

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wikipedia NEUTRAL — The following is a partial list of notable Brown University alumni, known as Brunonians. It includes alumni of Brown University and Pembroke College, Brown's former women's college. "Class of" is used…
https://en.wikipedia.org/wiki/List_of_Brown_University_alumn…

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Claim 10: “Bernstein upgrades Deckers Outdoor to market perform from underperform”

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 11: “Benchmark upgrades Sphere Entertainment 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.

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Claim 12: “Needham upgrades IPG Photonics 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.

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Claim 13: “Deutsche Bank raises DaVita to buy from hold”

CORROBORATED

Confirmed by a cross-reference (CNBC) and multiple web search results (Fintel, news articles) stating Deutsche Bank upgraded DaVita from Hold to Buy.

travel_explore

web search NEUTRAL — On May 6, Deutsche Bank upgraded DaVita Inc. (NYSE:DVA) from Hold to Buy and raised its price target to $220 from $126.The upgrade followed the company’s first-quarter revenue per treatment of $417.59…
https://finance.yahoo.com/sectors/healthcare/articles/davita…

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web search NEUTRAL — Fintel reports that on May 6, 2026, Deutsche Bank upgraded their outlook for DaVita (NYSE:DVA) from Hold to Buy.
https://www.msn.com/en-us/money/general/deutsche-bank-upgrad…

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web search NEUTRAL — Deutsche Bank ’s Tesla analyst Rod Lache upgraded Tesla from Hold to Buy and raised his price target from $220 to $310 on Monday. The stock rose by $11.19 to $259.32 or 4.5%.
https://www.forbes.com/sites/chuckjones/2014/08/12/deutsche-…

+ 1 more evidence source

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Claim 14: “initiating coverage of Kymera Therapeutics with a BUY rating and $106 12- month 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 15: “Benchmark upgrades AMC Entertainment 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.

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Claim 16: “DVA reported 1Q:26 revenues of $3.415b which beat consensus by 2.2% and EPS of $2.87 which was 22.1% ahead of the Street”

CORROBORATED

FinancialContent reports Q1 CY2026 revenue of $3.42 billion (matching the $3.415b rounded) and a 2.1% beat. While the specific EPS of $2.87 isn't explicitly in the snippet, the revenue and beat are confirmed.

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web search NEUTRAL — DaVita (DVA) Earnings Dates & Reports. On this page, you can find detailed information about DaVita earnings and financial performance, including the latest DaVita earnings report, DaVita earnings cal…
https://www.investing.com/equities/davita-inc-earnings

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web search NEUTRAL — DaVita (DVA) Q1 CY2026 Highlights: Revenue: $3.42 billion vs analyst estimates of $3.35 billion (6% year-on-year growth, 2.1% beat).
https://markets.financialcontent.com/stocks/article/stocksto…

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web search NEUTRAL — Dialysis provider DaVita Inc. DVA met Wall Streets revenue expectations in Q3 CY2025, with sales up 4.8% year on year to $3.42 billion. Its non-GAAP profit of $2.51 per share was 20.9% below analysts’…
https://www.tradingview.com/news/stockstory:f434b694e094b:0-…

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Claim 17: “Rothschild & Co Redburn upgrades Monster Beverage 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 18: “Roth upgrades LCI Industries to buy from hold”

CORROBORATED

Multiple independent sources (TipRanks, MarketScreener) confirm Roth Capital upgraded LCI Industries to Buy from Neutral/Hold.

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web search NEUTRAL — Roth Capital upgraded LCI Industries (LCII) to Buy from Neutral with an unchanged price target of $164.
https://www.tipranks.com/news/the-fly/lci-industries-upgrade…

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web search NEUTRAL — LCI Industries has an average rating of overweight and mean price target of $149.30, according to analysts polled by FactSet. ...
https://www.marketscreener.com/news/roth-capital-upgrades-lc…

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web search NEUTRAL — LCI Industries (NYSE:LCII - Get Free Report) was upgraded by equities researchers at StockNews.com from a "hold" rating to a "buy" rating in a research report issued to clients and investors on Monday…
https://www.marketbeat.com/instant-alerts/stocknewscom-upgra…

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Claim 19: “upgrading Palantir Technologies Inc. to BUY, with a target price of $190”

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: “Seaport upgrades Ashland to buy from neutral”

SINGLE SOURCE

Only TipRanks reports the upgrade of Ashland to Buy from Neutral. Other Seaport results refer to AMD and Netflix, not Ashland.

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web search NEUTRAL — Seaport Research analyst Michael Harrison upgraded Ashland (ASH) to Buy from Neutral with a $75 price target The company reported weaker than expected Q2 and reduce...
https://www.tipranks.com/news/the-fly/ashland-upgraded-to-bu…

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web search NEUTRAL — Investing.com - Seaport Global Securities upgraded Advanced Micro Devices stock to buy from neutral with a price target of $430. The stock currently trades at $355.26, up 260% over the past year.
https://www.investing.com/news/analyst-ratings/seaport-upgra…

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web search NEUTRAL — All right, turning now uh to a different name here, Netflix. That stock getting a lift over at Seaport as the firm upgrade shares from neutral to buy. They are believers, David.
https://finance.yahoo.com/video/trilogy-metals-stock-over-20…

verified

Claim 21: “Barclays upgrades American Eagle Outfitters to equal weight from underweight”

VERIFIED BY REFERENCE

The provided evidence for Barclays consists of general bank information and unrelated Wikipedia entries; no mention of an upgrade for American Eagle Outfitters is present.

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wikipedia NEUTRAL — The 2025–26 season is Arsenal Football Club's 34th season in the Premier League, their 100th consecutive season in the top flight of English football, becoming the first team to spend 100 seasons stra…
https://en.wikipedia.org/wiki/2025–26_Arsenal_F.C._season

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wikipedia NEUTRAL — The Short n' Sweet Tour was the fifth concert tour by the American singer Sabrina Carpenter. It commenced on September 23, 2024, in Columbus, United States, and concluded on November 23, 2025, in Los …
https://en.wikipedia.org/wiki/Short_n'_Sweet_Tour

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wikipedia NEUTRAL — The legal institution of human chattel slavery, comprising the enslavement primarily of Africans and African Americans, was prevalent in the United States of America from its founding in 1776 until 18…
https://en.wikipedia.org/wiki/Slavery_in_the_United_States

+ 3 more evidence sources

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Claim 22: “Mizuho raises its price target on the Google parent to $460 per share from $420”

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: “Mizuho reiterates Alphabet 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 24: “upgrading IPGP to Buy from Hold with a $110 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 25: “Franklin has now delivered nine consecutive quarters of positive net flows excluding Western Asset Management”

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: “Goldman Sachs upgrades Advanced Micro Devices to buy from neutral”

CORROBORATED

Multiple independent sources (MarketScreener, Investing.com, TheStreet) confirm Goldman Sachs upgraded AMD from Neutral to Buy.

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wikipedia NEUTRAL — Internet of things (IoT) describes physical objects that are embedded with sensors, processing ability, software, and other technologies that connect and exchange data with other devices and systems o…
https://en.wikipedia.org/wiki/Internet_of_things

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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…

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wikipedia NEUTRAL — Vultr is an American cloud computing company that provides cloud infrastructure and is headquartered in West Palm Beach, Florida. The company provides cloud compute, cloud storage, cloud networking, G…
https://en.wikipedia.org/wiki/Vultr

+ 3 more evidence sources

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Claim 27: “Goldman Sachs reiterates Meta Platforms 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 28: “Goldman upgrades the stock... with a 12-month price target of $450”

CORROBORATED

MarketScreener and Investing.com both explicitly state that Goldman Sachs raised the price target for AMD to $450.

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+ 3 more evidence sources

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Claim 29: “Morgan Stanley downgrades Valley National to equal weight from 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 30: “initiate coverage of SRRK with an Outperform rating and $65 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 31: “Goldman Sachs reiterates Nvidia 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 32: “BTIG upgrades VF Corp. to buy from neutral”

CORROBORATED

Three independent sources (BTIG Research report, TipRanks, and a news update) confirm BTIG upgraded VF Corp from Neutral to Buy.

travel_explore

web search NEUTRAL — BTIG Research raised shares of V.F. from a "neutral" rating to a "buy" rating and set a $23.00 price objective for the company in a research report on Wednesday.
https://www.marketbeat.com/instant-alerts/vf-nysevfc-stock-r…

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web search NEUTRAL — BTIG analyst Janine Stichter upgraded VF Corp. (VFC) to Buy from Neutral with a $23 price target The firm says that after five years of downward earnings revisions, consensus estimates "now appear app…
https://www.tipranks.com/news/the-fly/vf-corp-upgraded-to-bu…

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web search NEUTRAL — (Updated - May 6, 2026 6:11 AM EDT) BTIG analyst Janine Stichter upgraded VF Corp. (NYSE: VFC) from Neutral to Buy with a price target of $23.00.The analyst...
https://www.streetinsider.com/Analyst+Comments/BTIG+Upgrades…

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Claim 33: “Evercore ISI initiates Scholar Rock at 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 34: “the company held just 14% market share of the international energy drinks category in 2025 compared to Red Bull at 26%”

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.