Ratings Weekly | Dell, Broadcom, Nvidia, Amazon, Netflix, Tesla, Apple, Oracle, and More to Watch

Tiger Newspress
Nov 30

What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of Nov. 24-28.

1. Dell

Bank of America reiterates Dell as buy

Bank of America raised its price target to $163 per share from $160 following earnings on Tuesday.

“We remain bullish on shares of DELL where we expect long term EPS growth of 15% over the next five years.”

2. Broadcom

Goldman Sachs reiterates Broadcom as buy

Goldman raised its price target on Broadcom to $435 per share from $380.

“We believe expectations are elevated and investors are positioned positively heading into the quarter, given strong peer results (Nvidia), and positive datapoints from Google with its Gemini 3 release.”

3. Nvidia

Bernstein reiterates Nvidia as outperform

The firm said it’s sticking with Nvidia following the memo it sent out to Wall Street analysts.

“We believe the company’s responses to these points are broadly valid and useful. However,
the memo appears to have been sent only to the sell side. Consequently, given the attention it has drawn we have fielded many, many requests from investor clients today for it.”

TD Cowen reiterates Nvidia as buy

The investment bank says it’s even more bullish on the stock after meeting with company management.

“We had the opportunity to meet with NVIDIA EVP & CFO Colette Kress on our semiconductor, semicap, and networking bus tour. ... .We came away from our meeting incrementally confident in the company’s growth prospects for C2026+.”

Bernstein reiterates Nvidia as outperform

Bernstein said it’s sticking with Nvidia.

“The datacenter opportunity is enormous, and still early, with material upside still possible.”

4. Amazon

JPMorgan reiterates Amazon as overweight

The investment bank said buy the dip in Amazon shares.

“Despite strong 3Q earnings that delivered AWS’ fastest growth in 11 quarters and considerable clarity across a number of key AWS questions, AMZN shares retraced to pre-earnings levels and are -10% off November highs.”

Goldman Sachs reiterates Amazon and Walmart as buy

Goldman said Walmart and Amazon are well positioned for the holidays.

“Amidst a modestly more muted holiday shopping backdrop, we believe market share gains will accrue to retailers who offer strong value or great fashion. Our stock calls that align with this include Buy-rated WMT and FIVE, Buy-rated BURL/TJX/ROST, and Buy-rated AMZN.”

5. Netflix

UBS reiterates Netflix as buy

UBS said if Netflix buys Warner Bros Discovery it would be an “immediate jolt to engagement and pricing power.”

“We expect a strong quarter for Netflix given 4Q programming and believe the stock could approach recent highs.”

6. Tesla

Mizuho reiterates Tesla as outperform

Mizuho lowers its price target on the stock but says it’s sticking with Tesla.

“Lowering TSLA estimates/PT to $475 from $485 with weaker US/China EV markets, potential posing 2026E headwinds for Analog.”

Melius reiterates Tesla as buy

Melius said Tesla remains a step ahead of peers.

“To be clear, our point is not that Tesla is at risk, it’s that everybody else is. After a very long and gradual period of improvement, autonomy is coming very soon, and it will change everything about the driving ecosystem.

7. Apple

JPMorgan reiterates Apple as overweight

The bank says the iPhone maker is well positioned after a report of Apple’s CEO succession planning.

“While the change in guard at the helm will drive additional scrutiny from long-term investors who are going to desire similar execution, we believe the elevation of a product/hardware focused executive to the top role is likely to be taken as a sign of further emphasis on innovation and focus towards launching new product categories...”

8.Microsoft

Bernstein reiterates Microsoft as outperform

Bernstein says Microsoft is a “major winner” in AI.

“In summary, we believe that 1) the demand strength is extremely strong for Azure; 2)
Microsoft’s ability to convert that demand into revenue is underappreciated and bounded only by datacenter capacity; 3) Microsoft’s AI platform capabilities are differentiated and create a major driver for why Azure will be the platform of choice for AI and non-AI workloads;”

9. Oracle

Deutsche Bank reiterates Oracle as buy

The bank said in an analysis that Oracle is getting “little if any credit for its business with OpenAI at the current share price” and that investors should buy the dip.

“This exercise intends to help frame the risk/reward currently embedded in shares, which we’d argue skews strongly to the upside and amidst the pullback presents an attractive entry point for investors when looking at Oracle’s business in totality.”

HSBC reiterates Oracle as buy

HSBC says it’s sticking with Oracle shares.

“The bottom line is that Oracle has successfully contracted over USD500bn of RPO (some of it outside OpenAI), with good revenue timing visibility, and is skillfully planning to meet these commitments. ... . And Oracle has been impressively executing to plan and making tremendous gains against these incumbents.”

10. Coinbase

Argus downgrades Coinbase to neutral from buy

The research firm says it’s concerned about declining crypto trading volume.

“We are lowering our rating on Coinbase Global Inc. to HOLD from BUY. ... .However, we believe that some investors may shy away from crypto asset trading as volatility may be too much to stomach.”

11. ASML

Morgan Stanley names ASML a top pick

Morgan Stanley said the semiconductor equipment company is too attractive to ignore.

“Given the recent share price decline, we see this as an attractive entry point to the stock and move ASML to our Top Pick in European semis.”

12. Oscar Health

Piper Sandler upgrades Oscar Health to overweight from neutral

Piper said the healthcare company is executing well.

“We believe OSCR has designed and priced CY26 product for adversity.”

13. Eli Lilly

Morgan Stanley reiterates Eli Lilly as overweight

The firm raised its price target to $1,290 per share from $1,171.

“Earlier this year we outlined our views on ‘The Broadening’ of the GLP-1 market driven by a number of factors which are playing out. LLY also recently became the first $1trn market cap Biopharma company.”

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