What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Dec. 22-26.
JPMorgan reiterates Apple as overweight
JPMorgan says its survey checks show Apple’s iPhone 17 lead times are moderating.
“In Week 15 of our Apple Product Availability Tracker, lead times across the iPhone 17 series moderated by three days, relative to unchanged lead times observed from Wk14 to Wk15 in the prior year for iPhone 16, with average lead times now tracking at ~3 days, which is in line with the prior year.”
Stifel reiterates Nvidia as buy
Stifel says it’s sticking with shares of Nvidia.
“Nvidia is the pioneer of AI infrastructure, including across the scale-up networking frontier.”
Canaccord reiterates Tesla as buy
Canaccord raised its price target on shares of Tesla ahead of its delivery report.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive longterm demand environment. ... Taken together, these underlying positives outweigh the near term earnings reset in the valuation framework, supporting an increase in our target price from $482 to $551 even as 4Q25 delivery estimates move lower.”
Bank of America reiterates Amazon and Walmart as buy
Bank of America says Amazon and Walmart remain well positioned in the wake of its annual holiday pricing survey.
“Overall, our data suggest that Amazon has best average delivery speed and availability among large retailers, but Walmart had a slight pricing advantage this year (by 0.5%) for the subset of items available on both sites.”
Wedbush reiterates Microsoft as outperform
Wedbush says the stock remains a “core winner.”
“We maintain our OUTPERFORM rating and $600 price target and Microsoft remains a core winner in the IVES AI 30 list.”
Baird reiterates Meta as outperform
Baird cut its price target on the stock to $815 per share from $820 but says investors should buy the dip.
“Reviewing the current bull vs. bear battleground for Meta, we acknowledge further near-term risks to sentiment, but believe embedded expectations are in better balance vs. three months ago, and encourage investors to be opportunistic buyers.”
Raymond James reiterates AMD as outperform and Nvidia as strong buy
The firm said both stocks have upside following reports Nvidia plans to resume chip shipments to China.
“In the wake of recent news regarding potential resumption of GPU sales to China, we take the opportunity to assess the potential upside for AMD and NVIDIA. Several moving pieces remain, making it difficult to assess the exact outcome, but in an optimistic scenario, we estimate AMD could see ~$500-800M of revenue upside and ~$0.10-0.20 of non-GAAP EPS upside, and NVDA could see ~$7-12.5B of revenue upside, which translates to ~$0.15-0.30 of non-GAAP EPS upside in 2026.”
Wells Fargo reiterates Oracle as overweight
Wells says Wall Street sentiment on Oracle is too negative right now.
“We see all of the bad, but hardly any of the good being priced in.”
Morgan Stanley reiterates Starbucks as overweight
Morgan Stanley says it’s seeing signs the turnaround is working for Starbucks.
“SBUX will report F1Q Jan 28 and hold an investor day in New York Jan 29, a rather early but important update on the company’s turnaround so far, which is showing some early traction.”
Needham reiterates Reddit as buy
Needham says the stock is firing on all cylinders and is a best idea in 2026.
“We add RDDT to the Conviction List, replacing Roku, which is up 48% YTD in 2025.”
Deutsche Bank reiterates FedEx as buy
Deutsche says the stock is cheap.
“FDX generated enviable revenue growth of 7% overall, or 8% in its Express division, fueled by double-digit growth in its domestic business, which we think will be unmatched across Transportation providers.
Mizuho reiterates First Solar and Sunrun as outperform
Mizuho said the two solar companies are its favorite ideas in 2026.
“We like FSLR, RUN that continue to benefit from favorable tax credit and tariff policies, and which also haven’t yet seen any direct demand from AI yet.”
Raymond James initiates Levi’s as outperform
Raymond James initiated the denim company and says it’s well positioned for EPS growth.
“We initiate coverage on Levi Strauss & Co. (LEVI) with an Outperform rating and a $26 price target.”
