Here are Wednesday's biggest analyst calls: Nvidia, Tesla, Amazon, Duolingo, Toll Brothers, Roblox, Apple & more

CNBC

23-07-2025

Here are Wednesday's biggest calls on Wall Street: Seaport upgrades Toll Brothers to buy from neutral Seaport said it's getting more constructive on the homebuilder. "Have the Builders priced in known bad news enough - falling margins, orders, FY26 units - to warrant a more constructive posture? We think so, and upgrade Taylor Morrison and Toll Brothers to Buy." Rothschild & Co Redburn reiterates Nvidia as buy The firm said earnings visibility is improving. " Nvidia is back to playing offense and recent sovereign investment deals improve earnings visibility. We raise our FY26-28 estimates between 1% and 5% and raise our price target to $192 from $178." Guggenheim upgrades Dynatrace to buy from neutral Guggenheim said it sees the software stock is "gaining momentum." "We are upgrading DT shares to Buy from Neutral and introducing a $66 PT, representing about 25% upside potential, based on increased confidence that key catalysts for Dynatrace's business are gaining momentum." Bank of America reiterates Amazon as buy Bank of America raised its price target on the stock to $265 per share from $248. "We think Amazon is well positioned to capitalize on the global growth of eCommerce and other secular trends such as cloud computing, online advertising and connected devices." Read more. Gordon Haskett upgrades Williams-Sonoma to buy from hold Gordon Haskett said it sees sales improvement. "We are upgrading shares of Williams-Sonoma ( WSM) to Buy-Rated from Hold-Rated with a new Price Target of $205." Roth MKM reiterates Tesla as buy The firm said it's standing by the stock ahead of earnings on Wednesday afternoon. "The primary question heading into Tesla's 2Q25 earnings is whether investors will focus more on progress with CyberTaxi and Optimus, and look past deteriorating EV demand." UBS upgrades Mosaic to buy from neutral UBS said shares of the chemical company are compelling. "We upgrade MOS to Buy (~25% upside potential) from Neutral on a more attractive risk/ reward outlook. Jefferies initiates Galaxy Digital as buy Jefferies said the crypto company has robust cash flow. " GLXY is uniquely positioned to capture upside from a more favorable regulatory backdrop for crypto, and the growing demand for AI data centers." Truist downgrades Lockheed Martin to hold from buy Truist said it has little confidence in management execution. "We are downgrading shares of LMT to HOLD from BUY and lowering our PT to $440 from $554 following 2Q25." Evercore ISI names Duolingo a top pick The firm said investors should buy the dip in shares of the language learning app "With DUOL, we are taking advantage of the recent 33% correction and what we see as a very substantial 50% upside to our $540 PT, and we are leaning into the positive takeaways from our very recent detailed survey report and our Nothing But Net conference in late May." Jefferies initiates Okeanis Eco Tankers as buy Jefferies said shares of the tanker company have plenty more room to run. "We initiate on Okeanis at Buy with a $29 price target." Citi initiates Celsius Holdings as buy Citi said it's very bullish on shares of energy drinking company and sector. "We initiate coverage on Celsius (CELH) with a Buy rating and a $55 target price." Read more. Bernstein downgrades Tyson Foods to market perform from outperform Bernstein said it's concerned about the spread of screwworms for Tyson. "Since last quarter's earnings preview heifer slaughter rates have remained elevated above the level necessary for herd rebuilding, and the cattle supply has thus remained challenged. There is now an additional threat of the spread of New World screwworms, which were last seen in the U.S. around six decades ago, and it took a joint international effort to eradicate over multiple years." Bank of America downgrades Sarepta to underperform from neutral Bank of America said it sees an "uncertain future" for the biopharma company. "We downgrade SRPT shares to Underperform from Neutral with a new $10 PO (prev. $20; model changes inside) after the company on Monday evening announced it has agreed to pause voluntarily and temporarily shipments of their DMD gene therapy at the request of the agency. " Raymond James downgrades Roblox to outperform from strong buy The firm said expectations are too high right now. "We are downgrading shares of Roblox (RBLX) to Outperform (from Strong Buy) and raising our price target to $130 (from $81)." UBS reiterates Texas Instruments as buy UBS said it's sticking with the stock following earnings on Tuesday. "TI reported strong numbers but guided Sep Q revenue up just 4% Q/Q - up only about half of what we and most investors expected." Jefferies downgrades Boot Barn to hold from buy Jefferies downgraded the shoe company mainly on valuation. "We're downgrading BOOT to Hold due to elevated valuation levels, but remain confident in the co.'s fundamentals." Monness Crespi Hardt & Co reiterates Apple as buy Monness said Apple remains well positioned ahead of earnings on July 31. "In our view, Apple is innovating with industry-leading products supported by a powerful digital grid and embarking on a gen AI journey with Apple Intelligence; however, regulatory headwinds persist, the implications of this trade war are unclear, geopolitical risks continue, and the macro treacherous."