Here are Tuesday’s biggest calls on Wall Street:
Wells Fargo reiterates Nvidia as overweight
Wells raised its price target to $315 per share from $265.
“We’re positive on the NVDA F1Q27 set-up.”
Susquehanna reiterates Nvidia as positive
The firm raised its price target to $275 per share from $250.
“NVIDIA reports earnings on Wednesday, May 20. We expect better results and guidance as GB300 continues to ramp through 1H26.”
Wells Fargo reiterates Tesla as underweight
Wells says its checks show Tesla deliveries are trending better year over year.
“Of the 4 mkts we track, April TSLA deliveries are trending +7% y/y & -47% m/m.”
Deutsche Bank reiterates Intel as hold
Deutsche raised its price target on the stock to $100 per share from $63.
“Over the past ~month, reports of Intel’s Foundry business gaining customer traction have become much more frequent yielding a strong tailwind for INTC shares (+100% in last month).”
Citi reiterates Broadcom as buy
Citi raised its price target on Broadcom to $500 per share from $475 ahead of earnings in early June.
“We raise our PT to $500 based on a 20x multiple applied to FY28 EPS of $25, vs prior 30x but rolling forward to FY28 (from F27) to reflect increased earnings visibility. Maintain Buy and reiterate #1 semis pick in 2026.”
Bernstein reiterates Disney as outperform
Bernstein says it’s sticking with its outperform rating.
“With concerns around the Experiences segment partially alleviated following the FYQ2 print, we believe the setup for Disney could improve if (1) Experiences segment delivers on the renewed expectations for the summer despite macro headwinds, and (2) DTC margins expand beyond the initial 10% guidance for the year, with clear momentum for further improvement. It doesn’t need to be great—just better.”
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