Here are Thursday's biggest analyst calls: Nvidia, Tesla, Wynn, Broadcom, FedEx, Five Below, Snowflake, CrowdStrike, & more

Major Wall Street firms issued numerous positive analyst calls today, highlighting companies with strong fundamentals and growth catalysts across diverse sectors. Goldman Sachs reiterated Snowflake as a Buy, raising its price target to $260 on robust revenue growth and FCF, while Bank of America reaffirmed Nvidia as a top pick, citing its dominant AI infrastructure share and strong margins. Other significant actions include upgrades for Wynn due to its UAE resort potential and International Paper on pricing power, alongside new Buy initiations for Oddity Tech and Service Titan, collectively underscoring analysts' confidence in firms demonstrating strong earnings, strategic positioning, or tactical upside.

Analysis

A wave of bullish analyst sentiment is evident across multiple sectors, with a strong emphasis on companies demonstrating superior fundamentals and clear growth catalysts. In technology, Goldman Sachs reiterated its Buy on Snowflake (SNOW), raising its price target to $260, citing a best-in-class profile of over 30% revenue growth combined with a 25%+ free cash flow margin. Similarly, Bank of America reaffirmed Nvidia (NVDA) as a top pick, underscoring its 80%+ market share in AI infrastructure and industry-leading 45%+ FCF margins. Cybersecurity firm CrowdStrike (CRWD) also received a positive nod from Wells Fargo for achieving net new ARR growth a quarter ahead of schedule. Beyond core tech, significant upgrades signal conviction in specific turnaround or growth stories. UBS upgraded Wynn Resorts (WYNN) to Buy based on its promising Al Marjan resort project in the UAE, while Bank of America upgraded International Paper (IP) to Buy, anticipating operating rates over 95% and significant pricing power in 2026. Several new initiations, including "Buy" ratings for disruptor Oddity Tech (ODD) and software platform ServiceTitan (TTAN), indicate a search for new growth avenues. Even in more mature markets, analysts see value, with JPMorgan reiterating Overweight on HP Inc. (HPQ) for successfully navigating PC market headwinds and maintaining print margins.

Key Decisions for Investors

• Investors should assess their exposure to high-growth tech leaders like Snowflake and Nvidia, as analysts are reaffirming their bullish theses based on strong execution, robust FCF generation, and dominant market positioning.
• Consider cyclical and industrial names with specific, company-driven catalysts, such as International Paper's demonstrated pricing power or Wynn Resorts' high-potential UAE development project.
• Monitor upcoming event-driven catalysts flagged by analysts, including Broadcom's earnings on September 4 and Wynn's investor day in December, as they are viewed as key inflection points for these stocks.
• For newly initiated names like Oddity Tech and ServiceTitan, consider a deeper dive as they represent fresh growth ideas highlighted by analysts for their disruptive potential and expanding market share.
• While TD Cowen remains tactically bullish on Tesla, the acknowledgement of both bull and bear cases suggests investors should closely watch the progress of its near-term catalysts, such as EV launches and AV deployments, to validate the positive outlook.