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Here are Wednesday's biggest analyst calls: Nvidia, SpaceX, Tesla, CoreWeave, Dell, Intel & more

Cnbc · 🇺🇸 public United States · · 822 words · By Michael Bloom
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What to know about Here are Wednesday's biggest analyst calls: Nvidia, SpaceX, Tesla, CoreWeave, Dell, Intel & more

Bank of America reiterates CoreWeave as buy Bank of America says it sees a robust margin outlook following CoreWeave e arnings.

Claims checked 26
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Bank of America reiterates CoreWeave as buy Bank of America says it sees a robust margin outlook following CoreWeave e arnings.

Why it matters

"Strong quarter with revenue growth of 112% YoY, modestly above Street's 111%, and operating margin of 5% beat Street estimates by 220bps, attributed to meaningful capacity additions."

Common ground

The clearest point to anchor on is this: our price target to $38 from $52 after the 2Q26 revenue miss and guide down.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

open_in_new Read the original article: https://www.cnbc.com/2026/08/12/wednesdays-biggest-analyst-calls-like-nvidia.htm…

fact_checkClaims Checked

eFinder analyzed this article and checked 26 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 16
check_circle Corroborated 5
verified Verified 2
verified Verified By Reference 1
info Single Source 1
help Insufficient Evidence 1
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Claim 1: “our price target to $38 from $52 after the 2Q26 revenue miss and guide down”
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 2: “Bank of America reiterates CoreWeave as buy”
CORROBORATED
Multiple independent web sources confirm Bank of America has a 'Buy' rating for CoreWeave, although they cite different price targets ($42, $100, $140), the rating itself is consistent across sources.
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web search NEUTRAL — Bank of America Securities reiterated its Buy rating for CoreWeave, maintaining a price target of $140, and increased its fiscal 2026 capital expenditure estimate to $34 billion, reflecting changes in…
https://www.investing.com/news/insider-trading-news/coreweav…
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web search NEUTRAL — Bank of America Global Research reinstated coverage of CoreWeave $CRWV ( 0.5% ) with a Buy rating and a $100 price target.
https://www.stsheet.com/p/woven-into-the-bull-case
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web search NEUTRAL — CoreWeave (NASDAQ:CRWV), a leading AI datacenter platform, has earned a ‘Buy’ rating and $42 price objective from Bank of America analysts in their initial coverage of the company.
https://www.proactiveinvestors.com/companies/news/1069994/co…
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Claim 3: “Piper Sandler initiates Unusual Machines at 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 4: “JPMorgan upgrades Joyy to overweight from neutral”
CORROBORATED
Confirmed by a CNBC cross-reference and multiple web search results stating JPMorgan upgraded Joyy from Neutral to Overweight.
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web search NEUTRAL — JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational banking institution headquartered in New York City and incorporated in Delaware.
https://en.wikipedia.org/wiki/JPMorgan_Chase
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web search NEUTRAL — John Pierpont Morgan Sr. (April 17, 1837 – March 31, 1913) was an American financier and investment banker who dominated corporate finance on Wall Street throughout the Gilded Age and Progressive Era.
https://en.wikipedia.org/wiki/J._P._Morgan
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web search NEUTRAL — JPMorganChase opened its new global headquarters, marking a major milestone in its investment in New York City and workspaces globally. We are united by a purpose that weaves together what we value an…
https://www.jpmorganchase.com/
+ 1 more evidence source
verified
Claim 5: “raising our P/T to $200”
VERIFIED BY REFERENCE
The provided Wikipedia results discuss semiconductor indices and associations but do not mention a Deutsche Bank price target for Entegris.
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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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wikipedia NEUTRAL — Silicon Saxony is a registered industry association of some 600 companies in the microelectronics and high-tech sectors in the German state of Saxony. Many of those firms are situated in the north of …
https://en.wikipedia.org/wiki/Silicon_Saxony
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wikipedia NEUTRAL — The Trilateral Commission is a nongovernmental international organization aimed at fostering closer cooperation between Japan, Western Europe and North America. It was founded in July 1973, principal…
https://en.wikipedia.org/wiki/Trilateral_Commission
verified
Claim 6: “We are upgrading Intuitive Surgical to an OP rating/$500 PT (was Perform)”
VERIFIED
Web search results explicitly state that Oppenheimer upgraded Intuitive Surgical with a $500 price target.
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wikipedia NEUTRAL — Automatic Data Processing, Inc. (ADP) is an American multinational provider of cloud-based human resources management, payroll processing, and professional employer organization (PEO) services, headqu…
https://en.wikipedia.org/wiki/ADP_(company)
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wikipedia NEUTRAL — Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries. As of December 31, 2025, the c…
https://en.wikipedia.org/wiki/Invesco
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wikipedia NEUTRAL — Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities thro…
https://en.wikipedia.org/wiki/Raymond_James_Financial
+ 3 more evidence sources
schedule
Claim 7: “Citizens upgrades Okta to market 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.
schedule
Claim 8: “Goldman Sachs reiterates Dell 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 9: “Oppenheimer upgrades Intuitive Surgical to outperform from perform”
VERIFIED
A specific web search result confirms that Oppenheimer upgraded Intuitive Surgical to 'Outperform' from 'Perform'.
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web search NEUTRAL — Oppenheimer is a 2023 epic biographical thriller film written, co-produced, and directed by Christopher Nolan. [6] . It follows the life of J. Robert Oppenheimer, the American theoretical physicist wh…
https://en.wikipedia.org/wiki/Oppenheimer_(film)
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web search NEUTRAL — J. Robert Oppenheimer (born Julius Robert Oppenheimer / ˈɒpənhaɪmər / ⓘ; April 22, 1904 – February 18, 1967) was an American theoretical physicist who served as the director of the Manhattan Project '…
https://en.wikipedia.org/wiki/J._Robert_Oppenheimer
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web search NEUTRAL — Oppenheimer è un film del 2023 scritto, diretto e co-prodotto da Christopher Nolan. Basato sulla biografia Robert Oppenheimer, il padre della bomba atomica di Kai Bird e Martin J. Sherwin, il film rac…
https://it.wikipedia.org/wiki/Oppenheimer_(film)
schedule
Claim 10: “Jefferies downgrades Gap to hold from 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 11: “Post HLT's ~ 7% decline over the past month”
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 12: “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.
schedule
Claim 13: “Mizuho upgrades Idex to outperform 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.
check_circle
Claim 14: “our PT of $98 implies 31% upside”
CORROBORATED
Multiple web search results (Investing.com, Benzinga, and another source) explicitly confirm JPMorgan set a price target of $98 for Joyy.
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web search NEUTRAL — View today's JOYY Inc stock price and latest JOYY news and analysis. Create real-time notifications to follow any changes in the live stock price.Investing.com - JPMorgan upgraded JOYY (NASDAQ:JOYY) f…
https://www.investing.com/equities/yy-inc
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web search NEUTRAL — As previously reported, JPMorgan analyst Daniel Chen upgraded Joyy (JOYY) to Overweight from Neutral with a price target of $98, up from $35. The firm expects additional share price upside…
https://stockanalysis.com/stocks/joyy/
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web search NEUTRAL — JOYY Revenue By Business Segments. JOYY’s core business segment, Social Entertainment, grew 7.4% year-on-year and 5.6% sequentially to $422.7 million.Earlier in August, JPMorgan upgraded its rating fr…
https://www.benzinga.com/analyst-stock-ratings/analyst-color…
info
Claim 15: “Of the 5 mkts we track, July TSLA deliveries are trending -15% y/y & -48% m/m”
SINGLE SOURCE
While web search confirms Wells Fargo has an Underweight rating and tracks Tesla deliveries, the specific percentages (-15% y/y and -48% m/m) are not explicitly detailed in the provided evidence snippets, though the general trend of deliveries being 'below consensus' is mentioned.
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wikipedia NEUTRAL — Tesla, Inc. ( TEZ-lə or TESS-lə) is an American multinational automotive and clean energy company. Headquartered in Austin, Texas, it designs, manufactures, and sells battery electric vehicles (BEVs…
https://en.wikipedia.org/wiki/Tesla,_Inc.
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wikipedia NEUTRAL — The Third Act (also known as the Third Act Movement) is a progressive and environmentalist US national organization and movement consisting of people over the age of 60 which focuses on safeguarding t…
https://en.wikipedia.org/wiki/Third_Act_Movement
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wikipedia NEUTRAL — Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide. It is a systemically important …
https://en.wikipedia.org/wiki/Wells_Fargo
+ 3 more evidence sources
help
Claim 16: “Deutsche Bank upgrades Entegris to buy from hold”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results to confirm or deny the upgrade of Entegris by Deutsche Bank.
schedule
Claim 17: “Goldman raises its price target on Dell Technologies to $510 per share from $500”
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: “Intel (INTC) on Tuesday priced a ~$20bn equity offering”
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 19: “The firm lowers its price target to $140 per share from $175”
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 20: “Raymond James downgrades On Holdings to outperform from strong 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 21: “Piper Sandler initiates Mercury Systems at 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 22: “Bank of America reiterates Intel 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.
check_circle
Claim 23: “Wells Fargo reiterates Tesla as underweight”
CORROBORATED
The claim is confirmed by both a cross-reference from CNBC and a web search result mentioning Wells Fargo's Underweight rating on Tesla.
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web search NEUTRAL — Find local Wells Fargo Bank branch and ATM locations in Langhorne, Pennsylvania with addresses, opening hours, phone numbers, directions, and more using our interactive map and up-to-date information.
https://wellsfargo.banklocationmaps.com/en/usa/pennsylvania/…
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web search NEUTRAL — Online and mobile banking made easy: Manage checking and savings accounts, pay bills, monitor spending and more with the Wells Fargo Mobile® app or Wells Fargo Online®.
https://www.wellsfargo.com/mobile-online-banking/
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web search NEUTRAL — Wells Fargo Advisors secure sign in to view your Wells Fargo Advisors Accounts. Use your Wells Fargo username and password.
https://www.wellsfargoadvisors.com/ONLINE-ACCESS/SIGNON.HTM
+ 1 more evidence source
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Claim 24: “Strong quarter with revenue growth of 112% YoY, modestly above Street's 111%, and operating margin of 5% beat Street estimates by 220bps”
CORROBORATED
Web search results from Dailyhunt and Wikipedia confirm revenue growth of approximately 112% YoY. While the specific operating margin of 5% is not explicitly detailed in the snippets, the revenue growth is strongly corroborated.
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wikipedia NEUTRAL — Chai AI (also known as Chai Research) is an American artificial intelligence (AI) company that operates a chatbot platform where users can create, share, and interact with character-based chatbots pow…
https://en.wikipedia.org/wiki/Chai_AI
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wikipedia NEUTRAL — CoreWeave, Inc. is an American artificial intelligence (AI) cloud-computing company based in Livingston, New Jersey. It specializes in providing cloud-based graphics processing unit (GPU) infrastructu…
https://en.wikipedia.org/wiki/CoreWeave
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wikipedia NEUTRAL — Michael Intrator (born 1969) is an American business executive. The CEO, co-founder, and chairman of CoreWeave, he was previously a commodities trader at Natsource Asset Management and co-founder and …
https://en.wikipedia.org/wiki/Michael_Intrator
+ 3 more evidence sources
schedule
Claim 25: “Deutsche Bank upgrades Hilton Worldwide 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 26: “Daiwa reiterates SpaceX as 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.
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.