Here are Friday's biggest analyst calls: Nvidia, Apple, Amazon, Roblox, First Solar, Coinbase & more

Major Wall Street firms issued numerous positive analyst calls, with Goldman Sachs reiterating Nvidia as a buy and raising its price target to $240, and upgrading Roblox to buy. Morgan Stanley reiterated Apple and Reddit as overweight, increasing their price targets to $305 and $250 respectively, while Bank of America reiterated Amazon as a buy with a raised target of $303. JPMorgan upgraded Methanex to overweight, and UBS upgraded Amplitude to buy, indicating a broad bullish sentiment across technology, industrial, and healthcare sectors.

Analysis

Wall Street analysts are exhibiting a strongly positive sentiment (0.85), issuing numerous upgrades and reiterating buy ratings across various sectors following recent corporate earnings. Goldman Sachs raised Nvidia's price target to $240 from $210, anticipating a "beat-and-raise" quarter, while Morgan Stanley increased Apple's target to $305 from $298, citing accelerating iPhone growth and strong Services performance. Bank of America also lifted Amazon's price target to $303 from $272, underscoring its strong positioning in e-commerce and cloud computing.

This bullish outlook is largely driven by robust corporate earnings, positive guidance, and strong company fundamentals. Western Digital reported solid results and issued a strong guide, leading to a positive catalyst watch, while Amplitude's potential for over 20% revenue growth in FY26 prompted a UBS upgrade. Goldman Sachs upgraded Roblox to Buy, noting its "sustained upside" and "hallmarks of a consumer Internet/Media platform."

Sector-specific insights highlight growth in technology, digital assets, and renewable energy. Coinbase is seen as the "AWS of Crypto financial infrastructure," executing on its vision with major bank partnerships. First Solar is recognized for its "above-average, de-risked earnings growth trajectory," and even Novartis received an upgrade on a "buy the dip" rationale, focusing on growth drivers despite a recent miss.

Key Decisions for Investors

• Investors should prioritize companies with recent analyst upgrades and raised price targets, especially those demonstrating strong post-earnings performance and positive forward guidance
• Consider exposure to sectors benefiting from secular tailwinds such as cloud computing, e-commerce, renewable energy, and digital assets, as highlighted by multiple positive calls
• Evaluate "buy the dip" opportunities in fundamentally sound companies like Novartis, where growth drivers are strong despite short-term misses, and monitor new coverage initiations for attractive entry points