finance and economy - In a series of high-impact analyst calls on Thursday, September 4, 2025, Wall Street's top firms have dramatically shifted their positions on several technology industry leaders, with significant impl...
ications for market direction and investor strategy.
Nvidia continues to dominate analyst attention, with renewed focus on its AI infrastructure leadership. Morgan Stanley raised its price target to $785, citing accelerating demand for AI training chips and data center solutions. The firm estimates that Nvidia's total addressable market could expand to $600 billion by 2027, representing a massive growth opportunity.
Apple faced mixed analyst sentiment, with concerns about iPhone 15 demand in China balanced against optimism about services revenue growth. JPMorgan maintained its overweight rating but trimmed its price target to $190, noting supply chain data suggesting moderate headwinds in the Asian market.
Tesla received a notable upgrade from Goldman Sachs, which cited improving margins and production efficiencies at new gigafactories. The firm raised its price target to $355, expecting stronger delivery numbers in Q4 2025.
Microsoft saw renewed bullish calls based on its Azure cloud growth and AI integration progress. Bank of America reiterated its buy rating and $400 price target, highlighting the company's strategic positioning in the enterprise AI market.
Broadcom attracted attention following its VMware acquisition closure, with analysts particularly focused on software strategy execution. Citigroup initiated coverage with a buy rating and $925 target.
Salesforce, Amazon, and AMD also received significant coverage, with analysts particularly focused on AI capabilities and cloud infrastructure scaling.
Nvidia continues to dominate analyst attention, with renewed focus on its AI infrastructure leadership. Morgan Stanley raised its price target to $785, citing accelerating demand for AI training chips and data center solutions. The firm estimates that Nvidia's total addressable market could expand to $600 billion by 2027, representing a massive growth opportunity.
Apple faced mixed analyst sentiment, with concerns about iPhone 15 demand in China balanced against optimism about services revenue growth. JPMorgan maintained its overweight rating but trimmed its price target to $190, noting supply chain data suggesting moderate headwinds in the Asian market.
Tesla received a notable upgrade from Goldman Sachs, which cited improving margins and production efficiencies at new gigafactories. The firm raised its price target to $355, expecting stronger delivery numbers in Q4 2025.
Microsoft saw renewed bullish calls based on its Azure cloud growth and AI integration progress. Bank of America reiterated its buy rating and $400 price target, highlighting the company's strategic positioning in the enterprise AI market.
Broadcom attracted attention following its VMware acquisition closure, with analysts particularly focused on software strategy execution. Citigroup initiated coverage with a buy rating and $925 target.
Salesforce, Amazon, and AMD also received significant coverage, with analysts particularly focused on AI capabilities and cloud infrastructure scaling.