Thursday’s Biggest Analyst Calls: Nvidia, Apple, Tesla, Meta, Arm, Netflix, Disney, Palantir & More

Wall Street’s Key Analyst Calls for Thursday

‍

Piper Sandler Upgrades Trupanion (TRUP) to Overweight from Neutral
Piper Sandler expressed optimism for the pet insurance company, citing improving investor sentiment and a number of upcoming catalysts.
“We are moving to Overweight from Neutral on TRUP as we not only see improving investor sentiment but a number of catalysts on the horizon,” the firm noted.

‍

BMO Downgrades Electronic Arts (EA) to Market Perform from Outperform
Following an earnings preannouncement, BMO downgraded Electronic Arts, citing limited visibility.
“Despite the increasing strategic market value of Interactive Entertainment assets, we are downgrading EA to Market Perform and reducing estimates and our price target to $145,” the firm said.

‍

Goldman Sachs Reiterates Disney (DIS) as Buy
Goldman Sachs maintained its buy rating on Disney, referring to it as a “quality compounder” ahead of the February earnings report.
“We expect DIS to deliver an EPS beat in F1Q25 with EPS of $1.57,” the analysts stated.

‍

Morgan Stanley Upgrades Logitech (LOGI) to Equal Weight from Underweight
Morgan Stanley upgraded Logitech, noting the stock’s risk profile had shifted.
“With our prior Underweight thesis having largely run its course, we are upgrading LOGI to Equal Weight,” the firm wrote.

‍

KeyBanc Upgrades Boot Barn (BOOT) to Overweight from Sector Weight
KeyBanc highlighted margin expansion as a key driver for Boot Barn, raising its price target to $190.
“We are upgrading to Overweight and establishing a price target of $190, based on 23.9x 2026 EPS estimates. BOOT’s valuation is attractive given sustainable top-line growth and a clearer path to margin expansion,” the firm explained.

‍

Goldman Sachs Reiterates Apple (AAPL) as Buy
While lowering its price target to $280 from $286, Goldman Sachs reiterated its buy rating on Apple.
“We are Buy-rated on AAPL as we believe that the market’s focus on slower product revenue growth masks the strength of the Apple ecosystem and associated revenue durability and visibility,” analysts said.

‍

Morgan Stanley Initiates Brookfield Corporation (BN) as Overweight
Morgan Stanley initiated coverage of the Canadian investment management firm, citing strong valuation and growth prospects.
“We see compelling valuation and underappreciated franchise and growth at BN, the parent of the Brookfield ecosystem,” they noted.

‍

Wolfe Upgrades Netflix (NFLX) to Outperform from Peer Perform
Wolfe upgraded Netflix following its earnings report, citing superior scale and financial returns.
“We upgrade NFLX to Outperform, with a price target of $1,100. Superior scale led to accelerating financial returns and expanding potential to capture the long-term TAM [total addressable market],” the firm commented.

‍

Morgan Stanley Reiterates Arm (ARM) as Buy
Morgan Stanley emphasized Arm’s potential following its announcement of the Stargate AI initiative.
“Arm stock saw a double-digit move yesterday following the announcement of the Stargate AI initiative,” the firm wrote.

‍

Wells Fargo Initiates Magnera Corporation (MAGN) as Overweight
Wells Fargo initiated coverage on the specialty materials company, expressing optimism about its shares.
“We initiate coverage of MAGN with an Overweight rating and a $22 price target,” the analysts said.

‍

Wedbush Reiterates Palantir (PLTR) as Outperform
Wedbush raised its price target on Palantir, citing confidence in its AI strategy.
“We are raising our price target on Palantir from $75 to $90 as our recent checks and growing confidence in the company’s AI strategy are key to the bull thesis for 2025,” the firm stated.

‍

Goldman Sachs Initiates Guidewire Software (GWRE) as Buy
Goldman Sachs expressed bullishness on Guidewire, initiating coverage with a $210 price target.
“We initiate coverage of Guidewire (GWRE) with a Buy rating and a 12-month price target of $210,” they wrote.

‍

Bank of America Reiterates Meta (META) as Buy
Bank of America raised its price target on Meta to $710 from $660, citing contributions from AI and messaging revenues.
“With a stable macro backdrop, growing AI contribution to ad revenues, ramping messaging revenues, and continued cost discipline, we remain positive on the stock in 2025,” the firm commented.

‍

JPMorgan Downgrades Acushnet (GOLF) to Underweight from Neutral
JPMorgan downgraded Acushnet, citing valuation concerns and limited growth potential.
“Multi-year, we see GOLF’s operating expense investment cycle as a constraint to bottom-line growth, despite its leading market share and best-in-class brands,” analysts said.

‍

Loop Reiterates Super Micro (SMCI) as Buy
Loop raised its price target on Super Micro and reiterated its buy rating, citing its importance in the tech and AI sectors.
“We’re raising our price target to $40 (from $35) and reiterating our Buy rating as SMCI remains an important company in an important space,” the firm wrote.

‍

William Blair Reiterates Nvidia (NVDA) as Outperform
William Blair highlighted Nvidia’s exceptional growth in its data center business and maintained its outperform rating.
“Nvidia has seen exceptional growth in its data center business over the last few years, with 217% growth in fiscal 2024 alone and 138% growth forecast in fiscal 2025,” the firm noted.

‍

Bank of America Downgrades Electronic Arts (EA) to Neutral from Buy
Bank of America downgraded EA, citing potential share losses in the gaming industry.
“We downgrade EA from Buy to Neutral as we are no longer confident that EA can gain enough share of player engagement and spend to drive meaningful growth in a struggling PC/console game industry,” they wrote.

‍

Piper Sandler Downgrades Boston Beer (SAM) to Neutral from Overweight
Piper Sandler reduced its outlook on Boston Beer, pointing to slower-than-expected growth for key brands like Hard Mountain Dew.
“We update our model for a diminished outlook on Hard Mtn Dew and slower sales growth on Twisted Tea. Success will likely take more time to build than expected,” the firm explained.

‍

Oppenheimer Reiterates Tesla (TSLA) as Perform
Oppenheimer stuck with its perform rating on Tesla ahead of its earnings report later this month.
“As we lower estimates to reflect moderating U.S. and EU demand, we remain cautious on Tesla’s underlying fundamentals and autonomous technology position,” the firm noted.

‍