Here Are Thursday's Biggest Analyst Calls: Nvidia, Apple, Broadcom, Netflix, Oracle, Microsoft, CrowdStrike & More

Why It Matters

These moves signal heightened investor confidence in AI‑centric business models and reshape sector weightings, influencing capital allocation and market momentum.

Key Takeaways

• Morgan Stanley raises Broadcom PT to $502, maintains overweight
• Mizuho keeps Nvidia outperf, highlights optical networking edge
• Wells Fargo upgrades Microsoft to overweight, backs AI platform strategy
• Citi lifts Oracle PT to $330, expects strong AI‑driven revenue
• Bernstein forecasts Netflix EPS doubling by 2030

Pulse Analysis

Analyst activity on Thursday underscored the market’s pivot toward artificial‑intelligence‑enabled growth. Major houses such as Morgan Stanley, Mizuho and Wells Fargo upgraded or reaffirmed heavyweight tech names, pushing price targets higher for Broadcom, Nvidia, Microsoft and CrowdStrike. The consensus reflects confidence that AI will sustain revenue acceleration, especially as firms like Nvidia expand into optical networking and Microsoft deepens its Copilot ecosystem. These upgrades also ripple through related sectors, prompting a reassessment of hardware and software supply chains.

The technology segment saw the most pronounced sentiment shift. Broadcom’s upgraded target to $502 follows robust earnings, yet a downgrade by Macquarie highlights competitive pressure from Alphabet’s insourcing. Nvidia remains a standout, with Mizuho emphasizing its foothold in next‑gen networking, while Oracle’s new $330 target from Citi signals belief in AI‑driven enterprise software demand. Meanwhile, CrowdStrike’s $690 target reflects a $52 million lift in FY27 net annual recurring revenue, driven by AI‑enhanced security services. These moves collectively suggest that investors are pricing in sustained, high‑margin AI opportunities across chips, cloud, and cybersecurity.

Beyond pure tech, the analyst calls reveal broader market rebalancing. Energy and logistics firms such as Murphy Oil and FedEx Freight received overweight or outperform ratings, pointing to expectations of higher commodity prices and freight demand. Conversely, concerns over supply‑chain shifts—evident in Broadcom’s downgrade—highlight potential headwinds. For investors, the takeaway is clear: AI is the primary catalyst reshaping valuations, but sector‑specific dynamics and macro‑economic factors will continue to influence the risk‑reward landscape as the year progresses.