Wall Street analysts issue fresh rating changes across tech, consumer and health stocks

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Wall Street rating changes

Highlights

Goldman Sachs raises Apple price target to $390 per share from $360 and reiterates buy rating as AI catalysts drive sector focus.
Broadcom upgraded to buy by DA Davidson on optimism over Anthropic partnership, while Raymond James lifts Macom to outperform from market perform.
Rosenblatt hikes Palantir's price target to $260 per share from $225 and reiterates buy ahead of November earnings; StoneX affirms Intel at buy with $140 target.

Tuesday broker calls across major sectors

As reported by CNBC, Wall Street firms publish a wide set of recommendation changes on Tuesday, led by calls on technology and growth names. DA Davidson upgrades Broadcom to buy from neutral, citing optimism about the company’s relationship with Anthropic, while Goldman Sachs reiterates Apple at buy and raises its price target to $390 per share from $360.

Elsewhere, Stephens initiates Mama’s Creations at overweight, RBC initiates Ermenegildo Zegna at outperform, and Bank of America reiterates SpaceX at buy while adding the stock to its top picks list. Raymond James lifts Macom to outperform from market perform, Citigroup upgrades MercadoLibre to buy from neutral, and Roth initiates Dianthus at buy.

BTIG initiates DarioHealth at buy, Bernstein reiterates CoreWeave at underperform but raises its price target to $54 per share, and Rosenblatt reiterates Palantir at buy while increasing its target to $260 per share from $225 ahead of earnings in November. Oppenheimer also initiates MSC Income Fund at outperform, Wolfe upgrades Knife River to outperform from peer perform, and StoneX reiterates Intel at buy with a $140 price target ahead of results later this week.

Market focus stays on AI, earnings and high-growth names

The latest round of calls shows that artificial intelligence exposure and near-term earnings catalysts remain central themes for analysts. Broadcom, Apple, Palantir, Intel and CoreWeave all sit within that focus, with firms adjusting ratings or targets as investors weigh demand trends, partnerships and upcoming financial results.

The list also highlights continued analyst interest beyond mega-cap equities, extending to private-market company SpaceX, luxury group Ermenegildo Zegna, Latin American e-commerce company MercadoLibre, and smaller healthcare names such as Dianthus and DarioHealth. Together, the recommendations point to a market environment in which brokers are still separating likely winners from laggards across multiple industries.

In our earlier article on the AI-linked tech selloff driven by rate fears, we explained how hotter-than-expected inflation data reignited expectations of additional Fed tightening and pressured Nasdaq and S&P 500 futures. We also highlighted the focus on highly leveraged AI infrastructure plays such as CoreWeave, where concerns about the cost of funding large-scale AI spending amplified the broader pullback in chip and cloud-related names.

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