Stories
Top Analyst Calls: Nvidia, Apple, Tesla, Coinbase, and More Face Upgrades and Downgrades
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CNBC TV18•28-09-2026, 18:45
Top Analyst Calls: Nvidia, Apple, Tesla, Coinbase, and More Face Upgrades and Downgrades
- •JPMorgan reiterates Apple as overweight, citing healthy iPhone lead times and strong demand.
- •KeyBanc upgrades First Solar to sector weight due to valuation, while Raymond James upgrades Park Hotels to strong buy.
- •JPMorgan lowers Tesla's price target to $415, reflecting weaker deliveries in China and the US.
- •Jefferies downgrades Roblox to underperform, concerned about optimistic bookings trajectory.
- •Evercore ISI reiterates SpaceX and Resideo as outperform, seeing significant upside and a "self help" story respectively.
Key Questions Answered
JPMorgan reduced its Tesla price target to $415 per share from $445 to reflect weaker-than-expected deliveries in China and the US, which were only partially offset by strength in the rest of the world.
Jefferies downgraded Roblox to underperform from hold because a 30-percent stock run following Q2 results reflected an overly optimistic view of its 12-month bookings trajectory.
Wells Fargo upgraded Sweetgreen to overweight from equal weight because checks pointed to a business recovery taking hold in September and anticipated upside as fundamentals improve.
