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Here are Friday's biggest analyst calls: Nvidia, Apple, Tesla, Netflix, Adobe, Coinbase, Microsoft, Oracle & more

Here are Friday's biggest analyst calls: Nvidia, Apple, Tesla, Netflix, Adobe, Coinbase, Microsoft, Oracle & more

CNBC13-06-2025
Here are the biggest calls on Wall Street on Friday: Oppenheimer reiterates Netflix as outperform Oppenheimer raised its price target and says it sees a "long subscriber runway" for Netflix . "Maintaining Outperform rating and increasing price target to $1,425 (was $1,200) based on 2030E." Goldman Sachs reiterates Adobe as buy Goldman says Adobe has "AI momentum" following earnings on Thursday. "We reiterate our Buy rating and $570 PT following Adobe's F2Q25 results." Morgan Stanley reiterates Tesla as overweight Morgan Stanley says Tesla remains extramely well positioned in "data, robotics, energy, AI, manufacturing and supporting infrastructure." "While there are a growing number of US efforts to push the boundaries of physical AI, we struggle to think of any other company as well positioned as Tesla in terms of data, robotics, energy, AI, manufacturing and supporting infrastructure (from fleet fulfillment to communications network, etc)." Wolfe downgrades GE Vernova to peer perform from outperform Wolfe downgraded the stock on valuation. "We are downgrading GEV from OP to PP rating." Oppenheimer reiterates Coinbase as outperform Oppenheimer said it's feeling even more bullish on the stock following the company's 2025 Coinbase State of Crypto Summit. "We believe COIN can command a valuation premium compared to HOOD, and will take advantage of current dislocation to get blockchain exposure." Bank of America reiterates Advanced Micro Devices as buy Bank of America says AMD is establishing itself as the "next-best AI vendor." "We attended AMD's Advancing AI Event in San Jose where AMD provided an update to its end-to-end AI infrastructure platform. Similar to last AI event in Oct-2024, investor expectations might have been high, but we highlight its continued execution in AI roadmap, customer/ecosystem proliferation, and software maturity." Bank of America upgrades Whirlpool to neutral from underperform Bank of America says the appliance maker is "relatively well positioned for appliance tariffs." "We upgrade Whirlpool to Neutral (from Underperform) and raise our PO to $94 (from $68) now based on 7.3x our 26E EV/EBITDA." Wells Fargo reiterates Microsoft as overweight Wells raised its price target on the stock to $565 per share from $515. "Recall MSFT disclosed $13B in AI revenue run-rate making it the clear outright leader in AI to date. MSFT benefits from having a vertically integrated approach towards AI, offering hardware (AI accelerators like Maia), infrastructure (Azure AI), and software (Copilots), where it can provide a full suite of AI services to customers." JPMorgan upgrades Newell Brands to overweight from neutral JPMorgan says it has renewed confidence in the consumer goods company. "We are upgrading Newell Brands (NWL) shares to Overweight rating from Neutral. We believe the combination of (1) increased speed of relevant innovation, (2) distribution gains in key retailers, (3) potential for market share improvement as most peers source from abroad, as NWL is tariff advantaged in more categories..." Read more . RBC initiates Air Products as outperform RBC says the turnaround is on for the industrial gas supplier. "We initiate coverage on Air Products at Outperform with a $355 PT, based on 27x our $13.15 FY26E EPS." Jefferies upgrades Darden to hold from underperform Jefferies says it sees Darden's "value appeal" restored. "We have become increasingly positive on DRI's ability to return its core Olive Garden brand to 'Every Day Affordable Price' (EDAP) leadership in casual dining and compete more effectively for traffic going forward." Wells Fargo upgrades ZScaler to overweight from equal weight Wells says it sees robust free cash flow for the cloud security company. "We believe Zscaler is well positioned to deliver $5B in ARR over the next ~2.5 years with a 25% OM [operating margin] and 29% FCF margin." Read more. Redburn Atlantic Equities downgrades United Rentals to neutral from buy The firm says it sees a more balanced risk/reward for the equipment rental company. "We downgrade United Rentals to Neutral as its consistent delivery has raised expectations and left the opportunity more balanced." UBS initiates Emcor as buy UBS says shares of the construction company have more room to run. "We initiate coverage of EME with a Buy rating and a $570 price target. We believe the visibility to continued strong earnings growth in 2026-27E is not sufficiently priced in." Raymond James initiates Constellation Energy as outperform Raymond James says the nuclear energy company is well positioned for growth. " Constellation Energy (CEG), the largest independent power producer, stands out as the nation's largest producer of clean energy, the largest nuclear fleet operator, and the largest commercialindustrial retail book holder, cementing an entrenched market leadership story." BMO upgrades Oracle to outperform from market perform BMO says it has "more confident in software and operating income." "Consistent with our preview, we have growing confidence that 1) Oracle can grow operating income dollars in FY26, and 2) P/E is a more appropriate valuation framework during accelerated cap ex spend periods." Read more. Wells Fargo upgrades Klaviyo to overweight from equal weight Wells Fargo says it's bullish on the marketing automation company's international opportunities. "We're upgrading KVYO to 'Overweight' (from Equal Weight) and raise our PT to $40 (from $32)." Citi downgrades Sherwin-Williams to neutral from buy Citi says it sees "challenging" homebuilder environment. "We downgrade SHW to Neutral on our more bearish outlook on housing, given our view of a delayed recovery stemming from the elevated rates, sluggish existing home sales, and a challenging homebuilder environment." Mizuho reiterates Nvidia as outperform Mizuho says the company is the leader in the AI race. CUDA is Nvidia's computing platform and programming model. "We continue to see NVDA leading the AI race with its fortress CUDA moat and strong hardware/networking performance for AI training and inference." Morgan Stanley reiterates Apple as overweight The investment bank says its Apple checks show iPhone and iPad estimates are tracking ahead. The firm also said the iPhone and iPad sell-thru in China are "positively surprising." "Furthermore, despite trending below normal seasonality, preliminary September qtr iPhone/iPad builds point to in-line to slightly better than expected September qtr iPhone/iPad shipments."
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Silicon Valley Startup Tensor Unveils $200K Luxury Robocar With 37 Cameras And Zero-Cloud Privacy For 2026 Launch
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Silicon Valley Startup Tensor Unveils $200K Luxury Robocar With 37 Cameras And Zero-Cloud Privacy For 2026 Launch

Silicon Valley startup Tensor plans to release the first personal Level 4 autonomous vehicle for consumers in the second half of 2026, challenging Tesla (NYSE:TSLA) and other self-driving hopefuls in a high-stakes race for autonomy, Forbes reports. The vehicle, built by Vietnamese automaker VinFast (NASDAQ:VFS), will combine "eyes off" self-driving capability with a folding steering wheel and retractable pedals that transform the driver's seat into a lounge-like space, the report says. Don't Miss: The same firms that backed Uber, Venmo and eBay are investing in this pre-IPO company disrupting a $1.8T market — 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can Tensor, rebranded from robotaxi operator AutoX, departs from the common industry path of launching ride-hailing services first, instead offering a luxury electric vehicle that owners can either drive themselves or allow to operate fully autonomously in approved zones. The company emphasizes privacy, allowing drivers to disable remote access and keep their travel data stored only in the vehicle. A Sensor Suite Built to Maximize Safety and Autonomy Tensor's robocar will feature one of the most extensive sensor arrays in the industry, with 37 cameras, five custom lidars, 11 radars, multiple microphones, ultrasonic sensors, collision detectors, water sensors, and more, many with self-cleaning systems for uninterrupted performance. Forbes says cameras under the chassis can detect obstacles beneath the vehicle, addressing a flaw that has plagued other autonomous systems. The fully drive-by-wire architecture includes triple-redundant braking and steering systems to meet strict safety requirements, paired with high-resolution lidar capable of dense environmental mapping. Interior features such as folding pedals, a retractable yoke, and a sliding central display maximize cabin space during self-driving mode. Trending: Bill Gates Warned About Water Scarcity. AI Foundation Model and Supercomputer Power the Drive The vehicle's intelligence will come from Tensor's proprietary "Foundation Model," a transformer-based AI system that Forbes says is similar in architecture to large language models like ChatGPT, designed for real-time decision-making and deep situational reasoning without relying on cloud servers. Tensor's AI blends rapid reflexive responses with slower, more deliberate analysis, enabling it to handle complex driving situations safely. An onboard supercomputer delivering 8,000 tera operations per second of processing power will analyze sensor data in real time, supported by a triple-layer redundancy system for critical functions. This setup includes processors from Nvidia (NASDAQ:NVDA), Texas Instruments (NASDAQ:TXN), NXP Semiconductors (NASDAQ:NXPI), and Renesas, ensuring continued operation even if primary systems Tesla's Delays in Consumer Self-Driving Tesla has repeatedly promised unsupervised self-driving "within a year" for the past eight years, but Forbes says the company currently offers only supervised driver-assist systems. Tensor's approach directly targets the consumer market rather than starting with taxi fleets, a move that could differentiate it in a crowded field of autonomous vehicle developers. Tensor acknowledges it will not be able to navigate every road at launch, focusing instead on highways and major arterials in non-snow regions. The company believes its combination of safety, privacy, and luxury will justify a price above existing premium EVs such as the Lucid Air, which ranges from $72,400 to $250,500. If Tensor can deliver on its 2026 promise, the report says it could redefine personal mobility by making Level 4 autonomy available for purchase, shifting self-driving from a service you summon to a vehicle you own. Read Next: In a $34 Trillion Debt Era, The Right AI Could Be Your Financial Advantage — Image: Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Silicon Valley Startup Tensor Unveils $200K Luxury Robocar With 37 Cameras And Zero-Cloud Privacy For 2026 Launch originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.

Is Palantir the Next Tesla?
Is Palantir the Next Tesla?

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Is Palantir the Next Tesla?

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Tesla and Palantir's rise look similar Tesla stock's primary rise started in 2020, increasing from about $24 per share all the way to around today's $340 per share. It returned over 1,100% over that time frame, resulting in a rise that few stocks have ever matched. Palantir's rise has similarly been rapid and impressive. Its stock rose from around $16 to $185 at the time of this writing, resulting in about 1,000% gains. Both companies delivered impressive performance in a very short amount of time, despite not increasing their revenue by 10 times (or more) over that time frame. As a result, most investors assume that they've grown too fast and are ripe for a pullback. But this analysis excludes a significant aspect of the investment thesis. Palantir and Tesla have low institutional ownership One of the reasons why Tesla's stock did so well over that time frame is that individual investors owned it. Individual investors don't have the same mindset as institutions. Various funds and other money managers are likely more devoted to traditional valuation metrics. If their discounted cash flow (DCF) models don't work out, then they avoid the stock entirely. However, companies like Tesla and Palantir break the mold of what traditional finance teaches, which can invalidate the assumptions that go into these models. Individual investors are far more likely to take a long-term view and note that Tesla's technology and vision could allow it to deliver massive growth over the long term. This illustrates a huge difference in approaches: Institutional investors utilize trailing metrics to predict the future, while individual investors look at the world and see where it could go. This difference has allowed stocks like Tesla and Palantir to thrive, leading to massive market outperformance as individual investors are less concerned with traditional valuation measures. Whether you think that's a correct approach to these two stocks or not is irrelevant; it's what's going on. Luckily, we have access to a metric that measures the percentage of shares outstanding that institutions own. For Tesla, about 49% of shares outstanding are institutionally owned. Compared to other tech giants, this is rather low. For comparison, Alphabet and Meta Platforms each have about 78% of shares outstanding owned by institutional investors. That's quite the difference and shows how much individuals, rather than large institutions, own Tesla. Palantir is in the same territory as Tesla, with about 53% of shares owned by institutions. Compared to the two closest companies in market cap to Palantir, Costco and ExxonMobil, these two have 69% and 67% of shares owned by institutional investors, respectively. Because Palantir has a similarly small amount of shares owned by institutional investors as Tesla, the stock will likely continue to perform in a manner that some may consider irrational. The decision to invest in Palantir is up to you, but investors need to be aware that after Tesla's massive run, the stock became incredibly volatile. Palantir could be approaching that point, but we'll find out in the coming years. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. 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Is Palantir the Next Tesla? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Warren Buffett Is Selling Apple and Bank of America Stock and Piling Into an Embattled Healthcare Stock Down 46% This Year
Warren Buffett Is Selling Apple and Bank of America Stock and Piling Into an Embattled Healthcare Stock Down 46% This Year

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Warren Buffett Is Selling Apple and Bank of America Stock and Piling Into an Embattled Healthcare Stock Down 46% This Year

Key Points Warren Buffett and Berkshire Hathaway's team of investors continued a recent trend in trimming down their positions in Apple and Bank of America. Apple is Berkshire's top holding, while Bank of America is the large conglomerate's third-largest holding. Berkshire's biggest buy in the quarter involved a beaten-down health insurance stock. 10 stocks we like better than UnitedHealth Group › Each quarter, investors anxiously await Warren Buffett's company Berkshire Hathaway filing its 13F filing with the Securities and Exchange Commission, divulging what stocks Berkshire held at the end of the quarter, and, therefore, what stocks the company bought and sold in any given quarter. Investors are always looking for a glimpse into the genius of Buffett and his team of investors, especially with Buffett set to step down as CEO of the company at the end of the year. While Berkshire has been quiet in recent quarters, the large conglomerate made some notable moves in the second quarter. Berkshire recently sold some shares in two of its largest positions, while piling into an embattled healthcare stock that has struggled immensely this year. Trimming Apple and Bank of America In the second quarter, Berkshire continued to trim its largest position, Apple (NASDAQ: AAPL), and its third-largest holding, Bank of America (NYSE: BAC). In the quarter, Berkshire sold 7% of its stake in Apple and 4% of its stake in Bank of America. Over the past year, Berkshire has reduced its stake in Apple by 30% and Bank of America by 41%. While the bull market has raged for more than 2.5 years, Berkshire has plodded along conservatively, hoarding hundreds of billions of dollars in cash and cash equivalents, selling more stocks than it buys, and even turning away from share repurchases more recently. Given stretched valuations and the stock market's big run, many investors simply think Buffett and his team are not seeing compelling opportunities. There's also talk that Berkshire is staying conservative to prepare for the big transition that will see Buffett step down as CEO but retain his role as chairman of the board of directors. Longtime Berkshire veteran Greg Abel is set to step into Buffett's big shoes. Berkshire's stock got off to a terrific start this year but has floundered since the transition was announced. Apple has been dealing with tariff-related issues all year. Buffett and Berkshire may have foreseen this once President Donald Trump won the election, leading them to pare back their position. If Berkshire is concerned about the economy, perhaps paring back some of their bank holdings makes sense as well, as banks are typically cyclical. Playing contrarian on this healthcare giant In the second quarter, Berkshire initiated a $1.57 billion position in the nation's largest healthcare insurer, UnitedHealth Group (NYSE: UNH). UnitedHealth's stock has been crushed this year and is down about 46%. However, after the news came out about Berkshire buying the stock, shares increased close to 9.5% in after-hours trading. UnitedHealth has dealt with a flurry of issues this year, including higher medical insurance costs, which is a common trend across the sector. In the second quarter, management at UnitedHealth revised its prior full-year outlook down to $16 adjusted earnings per share, significantly below Wall Street's consensus estimates coming into the year. The main culprit is medical costs, which management thinks will come in $6.5 billion higher than previously expected. The sector has struggled in the face of an aging population, higher utilization of and more expensive services, higher drug prices, and inflation. Additionally, the U.S. Department of Justice (DOJ) is probing UnitedHealth in a criminal investigation over the way it charges customers in its Medicare Advantage program. The Wall Street Journal has previously reported on suspicious billing practices that allegedly increase payouts to the company. In a statement in late July, UnitedHealth said it is cooperating with the DOJ but has "full confidence in its practices and is committed to working cooperatively with the Department throughout this process." At their core, Buffett and his team are value investors, meaning they look for stocks with a market value below a company's perceived intrinsic value. While UnitedHealth has struggled and is forecasting a significant earnings decline this year, management is still projecting double-digit revenue growth in 2025. Furthermore, the company's balance sheet seems to be on solid footing. Sure, the company has high debt, but through the first six months of the year, earnings from operations of about $14.3 billion are still more than 7 times debt interest expense. Additionally, UnitedHealth's dividend yield is now roughly 3.25%, while the company's trailing free-cash-flow yield is above 10%, showing the company can easily cover the dividend for the foreseeable future. In fact, UnitedHealth recently increased its quarterly dividend by 5%. Ultimately, UnitedHealth trades at a lower-than-usual forward price-to-earnings ratio, despite expectations of much lower earnings this year, and at less than 1 times revenue. Buffett and his team value strong moats, so with UnitedHealth still controlling market share in the healthcare insurance industry, they likely see an attractive risk-reward proposition. Should you buy stock in UnitedHealth Group right now? Before you buy stock in UnitedHealth Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and UnitedHealth Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Bank of America is an advertising partner of Motley Fool Money. Bram Berkowitz has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple and Berkshire Hathaway. The Motley Fool recommends UnitedHealth Group. The Motley Fool has a disclosure policy. Warren Buffett Is Selling Apple and Bank of America Stock and Piling Into an Embattled Healthcare Stock Down 46% This Year was originally published by The Motley Fool

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