Top Wall Street Analyst Calls This Friday: Key Moves At Nvidia, SpaceX, Tesla And Rising Tech Giants
The Metals Royalty Company (TMCR) has attracted attention from Stifel analysts, who see solid upside potential. “TMCR operates as a capital‑light royalty and streaming business that delivers diversified exposure to metal prices without bearing operational, development or capital‑cost risk. Led by founder‑CEO Brian Paes‑Braga, with the Hess family as anchor shareholders, the company offers a compelling capital‑allocation profile.”
The Metals Royalty perspective contrasts with broader outlooks. Evercore ISI highlights the strategic synergy between Nvidia and SpaceX, noting that Nvidia’s recent activity bolsters SpaceX’s AI position in early Verma customer cohorts while shaping expectations for upcoming Falcon 9 timelines. Evercore’s analysis underscores the importance of vertical integration and rapid deployment milestones.
CLSA upgraded Baozun to an outperformance rating, citing strengthening profitability among the brand’s Chinese e‑commerce solutions players. The firm lifted the target to US $3.80 per share (up from US $3.20) and assigned a four‑time forward peer earnings multiple, moving the rating to the O‑PF ladder with about 26% upside. The share trades at a 3.2× P/E, far below comparable e‑commerce peers.
Bank of America revisited Affirm, raising its price target to US $104 per share from $93 after the reported earnings. The bank describes Affirm as a “best‑in‑class compounder” with significant headroom for future growth. Additionally, the bank reiterated its buy stance on Marvell, emphasizing “rare accelerating growth” fueled by diverse top‑line drivers across cloud computing, networking, optics, security and storage platforms.
BofAMc. also reinforced a bullish tone for Tesla, observing that its robotaxi service is competitive on pricing while facing longer wait periods against rivals. Analysts believe Tesla will continue to scale its autonomous fleet, maintaining a lower cost structure compared with competitors.
William Blair opened a coverage note on TeraWulf, assigning an outperformance recommendation after evaluating the firm’s fundamentals. “We view the recent share pullback as a favorable risk‑reward entry point,” he wrote, estimating a base‑case fair value near US $31 per share—implying roughly 92% upside under best‑case scenarios.
Bank of America returned to Burlington, affirming its buy recommendation. Management anticipates market‑share gains that should translate into stronger margins, reinforcing the overall upgrade.
Evercore ISI boosted Amazon, raising its price target to US $355 from $315 following its annual retail survey. The firm now reports preliminary findings suggesting agentic AI adds measurable lift to Amazons’ retail performance: 57 % of Alexa AI users made purchases they had never encountered before.
KBW introduced Octave Specialty Group as an outperformer, betting on a turnaround narrative. “Octave … is in a turnaround,” the agency stated, praising its emerging specialization in targeted health solutions.
Finally, Argus upgraded Moderna to a buy rating, urging traders to “buy the dip” given encouraging Phase 3 results for the personalized cancer‑vaccine program and the forthcoming regulatory engagement with partners Merck.
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