Bank of America raised its price target for Dell to $600 per share from $505, citing a strong product portfolio and growth potential in AI. Berenberg initiated coverage on several space companies, including Rocket Lab and Planet Labs, with a bullish outlook. Morgan Stanley maintained its equal weight rating on Tesla, anticipating momentum ahead of its Cybercab launch event.
Apple is under scrutiny as Morgan Stanley emphasized the importance of its upcoming iPhone launch, which could test its pricing power. JPMorgan reiterated its overweight rating on Nvidia, supported by positive demand fundamentals. Other notable calls include upgrades for Deutsche Bank and OGE Energy, while Nio was downgraded due to concerns over slowing vehicle deliveries.
Overall, these analyst ratings reflect a mix of optimism and caution across various sectors, providing insights into potential investment opportunities