Friday's biggest Wall Street analyst calls: Nvidia, SpaceX, Apple, Tesla, Meta, AMD, BP, Costco and more

Wall Street ratings updates drive moves in Nvidia, Apple, Tesla and more See the latest analyst targets, AI demand trends, and key stock catalysts

Wall Street analysts issued a series of ratings changes and pricetarget updates on Friday across technology, consumer, energy, and industrial stocks. Among the notable calls, firms reiterated or adjusted views on Nvidia, AMD, Apple, Tesla, Meta, Costco, Nike, and BP, while also starting coverage on companies including Johnson Controls, Chemed, SpaceX, Fervo Energy, Pursuit Attractions, Ligand Pharmaceuticals, PDF Solutions, Merlin Labs, Viking Holdings, Tower Semiconductor, CF Industries, Genius Sports, Lumexa Imaging Holdings, Cardinal Infrastructure Group, Global Payments, and Wealthfront. The notes highlighted a mix of themes including AIrelated demand, margin pressure, earnings inflections, deleveraging, and consumer demand. Several firms also raised or lowered price targets based on updated estimates and recent results.