Here are Wednesday’s biggest calls on Wall Street:

Deutsche Bank reiterates Nvidia as buy

Deutsche raised its price target on Nvidia to $155 per share from $145.

“We generally anticipate strong 2Q/3Q reports/guides for companies across our coverage given that the macro/tariff overhang from 1Q has largely dissipated. In theory, this should give companies in our universe improved visibility on end-market demand into the second-half of the year.”

Baird reiterates Tesla as neutral

Baird said it’s cautious on Tesla ahead of earnings next week.

“We see risk to estimates stemming from both 1) full-year volume outlook and 2) potential margin compression in the Energy segment.”

Cantor Fitzgerald reiterates Microsoft as overweight

Cantor said its bullish on the stock ahead of earnings on July 30.

“We are raising our PT to $581 (from $512), or 12.5x C26 revenue which is a premium to MSFT one-year NTM [next twelve months] average given recent acceleration in Azure and Microsoft’s positioning as a leading agentic AI platform with checks indicating positive momentum to continue in 2HC25.”

Jefferies reiterates Amazon as buy

Jefferies raised its price target on Amazon to $265 per share from $255.

“We see resilient revs and potential margin upside in Q2.”

Jefferies reiterates Meta as buy

Jefferies raised its price target on the stock to $845 per share from $790.

“META connects 3.5B+ people around the world to 10MM+ advertisers with best-in-class data and targeting capabilities delivering high-quality and relevant advertising to a loyal user base.”

Mizuho upgrades Palantir to neutral from underperform

Mizuho said the company is well positioned for growth.

“PLTR’s recent execution and momentum is stunning, including material upward revisions across its commercial and government segments that we very much underestimated. We also believe PLTR has a legitimate chance to accelerate revenue growth for a 5th consecutive quarter when reporting 2Q results in early August.”

Wells Fargo reiterates Advanced Micro Devices as overweight

Wells raised its price target on the stock ahead of earnings in early August to $185 per share from $120.

“We expect AMD to point to sustained datacenter momentum into 2H; roadmap execution and building rack-scale strategy.”

UBS reiterates Disney as buy

The firm raised its price target on Disney to $138 per share from $120.

“We expect F3Q results to highlight resilient demand at the Parks and similar improvement in DTC profitability, supporting a continuation of double digit earnings growth.”

JPMorgan reiterates Roblox as overweight

JPMorgan raised its price target on the stock to $125 per share from $120.

“Roblox platform engagement continues to inflect higher.”

Wells Fargo reiterates JPMorgan as overweight

Wells raised its price target on JPMorgan Chase to $325 per share from $320 following earnings on Tuesday.

“We raise ests and PT (to $325) on this best-in-class bank. 1) Strong qtr w/core EPS beat by 10% given cap mkts, credit, com’l, consumer; 2) Actions speak—buybacks remain at $7B;”

Wells Fargo reiterates Citi as overweight

Wells raised its price target on the stock to $115 per share from $110 following earnings on Tuesday.

“Citi’s path from value destruction to value creation in 2026 becomes even more clear post-2Q25 given strong revenue growth (+8% YoY), op leverage (expenses up only 2%), and resiliency in the midst of volatility (strong trading, network benefits).”

Morgan Stanley reiterates IBM as equal weight

Morgan Stanley raised its price target on IBM to $253 per share from $233.

“At $283, we believe FCF upside is already priced in, thus we lean tactically cautious into 2Q EPS; though 2Q is unlikely to fully break stock momentum, leaving us EW rated.”