Big Analyst Calls on Meta, Tesla, Amazon and More
- Analysts on Wall Street have made significant calls concerning several major companies including Meta, Tesla, and Amazon.
- The sentiments expressed in these calls range from positive to negative.
- Investors should consider these recommendations when making financial decisions.
In a recent analysis, Bank of America has reaffirmed its "Buy" rating for Arm Holdings, citing the company's strategic positioning within significant semiconductor trends following its latest earnings report. The firm believes that Arm is well-positioned to capitalize on emerging megatrends in the semiconductor industry, which could drive future growth. Goldman Sachs has added Dollar General to its conviction buy list, highlighting the company's promising turnaround strategy. Conversely, Oppenheimer has downgraded Etsy from "Outperform" to "Perform," citing a lack of visibility regarding the stock's future performance. Meanwhile, Wolfe Research has also downgraded Bill.com, indicating that the company faces numerous challenges ahead. In other notable upgrades, JPMorgan has raised its rating for C.H. Robinson to "Overweight," setting a price target of $110 for December 2025, following a strong earnings report that showcased structural improvements. Morgan Stanley has similarly upgraded GE Vernova to "Overweight," reflecting optimism about the company's role in the ongoing energy transition, with a new price target of $220. Additionally, Morgan Stanley has downgraded Voya to "Equal Weight" due to concerns over its health solutions segment, while Citi has reiterated its "Buy" rating for SoFi, expressing increased confidence in the stock after recent investor meetings. These shifts in analyst ratings reflect the dynamic nature of the market and the varying outlooks for different companies.