CNBC汇总多家券商周四美股评级调整，未形成单一可交易事件

Thursday's stock calls include SpaceX and Nvidia
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Here are Thursday's biggest analyst calls: Nvidia, Apple, SpaceX, Blackrock, Cintas, Amazon, JPMorgan & more
Published Thu, Jul 16 2026
8:32 AM EDT
Michael Bloom
WATCH LIVE
Here are the biggest calls on Wall Street on Thursday: JPMorgan upgrades BlackRock to overweight from equal weight JPMorgan upgraded the stock following earnings on Wednesday. "BlackRock's stock has lagged considerably YTD despite earnings growth that continues to remain robust. We think the BlackRock stock will catch-up to the solid fundamental outlook, and expect outperformance from here. We increase our 2026 and 2027 estimates and increase our Dec-2026 price target to $1,364." Read more. Raymond James upgrades AeroVironment to outperform from market perform Raymond James says buy the dip. "We are upgrading AeroVironment (AVAV) to Outperform from Market Perform and establishing a $210 price target. Since March, shares have declined 55% versus the S & P 500's ~10% return while forward EBITDA estimates have reset materially lower." Bank of America reiterates JPMorgan as buy The firm raised its price target to $420 per share from $408 on JPMorgan. "Best of breed stock trading at negligible P/E premium." Read more. Morgan Stanley upgrades Rocket Companies to overweight from equal weight Morgan Stanley says the mortgage company is best positioned for share gains. "We see favorable risk-reward; valuation discounts higher-for longer, downside to consensus ests. Barring a sharp rate rise , RKT share gains & operating leverage still support a path to normalized EPS and $1.24 in '28. PT up $1 to $19 as we roll our valuation year." Goldman Sachs initiates Excelerate Energy as buy Goldman says the company is a beneficiary of LNG prices. "We are positive on EE, as the company benefits from lower LNG prices later this decade, executes on a clear growth path given existing operating leverage and expected organic fleet additions, and capitalizes on vertical integration opportunities that we believe are still underappreciated by the market." Benchmark initiates Synopsys as buy Benchmark says it sees several positive catalysts ahead. "We are initiating coverage of Synopsys, Inc. (SNPS) with a Buy rating and $570 price target." BTIG downgrades Etsy to neutral from buy The firm downgraded Etsy on valuation. "Moving to Sidelines After Industry-Topping Performance Takes Shares Well Past Our PT; Downgrading to Neutral from Buy." KeyBanc reiterates Amazon as overweight Key raised its price target to $335 per share from $330. "AMZN r emains our preferred e-commerce stock as: 1) underlying retail trends remain strong; and 2) AWS is inflecting. While investment in Leo and data centers may limit NT margin upside, we believe consensus is understating revenue and EPS into 2028E" Benchmark initiates Cadence Design Systems as buy The firm says the semis tech company has plenty of upside. "We are initiating coverage of CDNS with a Buy rating and $450 price target." Stifel initiates EyePoint as buy Stifel says the biopharma company has a robust pipeline. "We initiate coverage of EyePoint (EYPT) with a Buy rating, $40." Piper Sandler initiates SpaceX as neutral Piper says there are some "idiosyncratic near-term headwinds" for SpaceX. "After covering TSLA for 10+ years, we're comfortable underwriting the multi-year thesis. However, we're initiating at Neutral, because there are some idiosyncratic near-term headwinds that we think will likely cap upside (specifically: staged lockup expirations and uncertainty re: a potential Tesla acquisition)." Baird initiates Vertiv as outperform Baird says it's bullish on the company's partnership with Nvidia. "We like Vertiv as a data center pure-play, whose foundational NVIDIA alignment supports strong innovation visibility. NVIDIA has extolled Vertiv as the 'world leader' in cooling/power (high praise!), the lens through which the upcoming transition to 800VDC should be viewed (noting the relationship has also demonstrably grown)." Piper Sandler initiates AST SpaceMobile as overweight Piper says the space company has plenty of upside. "ASTS builds satellites that communicate directly with smartphones. The service ensures connectivity for users everywhere, regardless of cellular coverage, including for applications like video calls, streaming, and gaming." Seaport reiterates Nvidia as sell Seaport says it's concerned about Nvidia raising prices. "Nvidia is raising prices to a level that will make it harder for many customers to afford its products. So they are getting even more involved in providing financing support to the neoclouds, adding to the $30 billion of backstops they already have in place (but not on their balance sheet)." JPMorgan upgrades SK Telecom to overweight from neutral JPMorgan says buy the dip in the Asia telecom company. " SKT's share price has pulled back 27% from the latest peak (vs. KOSPI's -22%), reflecting investors' rationalized view on the Anthropic proxy trade, in our view." Baird initiates Forgent Power Solutions as outperform Baird says the power solutions company has more room to run. "Forgent was purpose-built for the AI infrastructure build-out, embracing a strong growth/market share focus within a smaller electrical sub-market." Baird initiates nVent Electric as outperform Baird says it sees growth acceleration. "Initiating with Outperform rating, $188 price target. We're most bullish on nVent's NVIDIA-endorsed liquid cooling portfolio, where the company has a head start versus many electrical peers and recent growth has accelerated dramatically." Truist downgrades Lululemon to sell from hold Truist says it sees too many negative catalysts. "LULU - Downgrading to Sell on meaningful pressure and limited visibility into a potential recovery." Benchmark initiates Rambus as buy The firm says Rambus has a differentiated offering. "We are initiating coverage of Rambus, Inc. (RMBS) with a Buy rating and $165 price target. We view Rambus' technology, in all forms of commercialization, as a key enabler to solving the memory bottleneck that exists in data center high-performance computing applications." Wells Fargo downgrades Cinemark and Imax to equal weight from overweight Wells says the risk/reward is now more balanced for the movie companies. "We are updating our film-by-film analysis and our '26 BO goes to $9.9bn driven by an -11% decline in our 3Q forecast. As a result, we are moving to the sidelines on both CNK an d IMAX as we think the risk/reward ratio is now more balanced." Bank of America upgrades Ero Copper to buy from neutral The firm says "capital returns are near." "We upgrade Ero Copper to Buy (from Neutral) and raise our price objective to CAD49/shr (US$34/shr) from CAD41/shr (US$30/shr)." Bank of America upgrades Cintas to buy from neutral Bank of America says the company is "firing on all cylinders." "We upgrade Cintas from Neutral to Buy and raise our PO to $230 following better than expected 4Q26 results as well as FY27 guidance that was above Street but likely leans conservative." Evercore ISI reiterates Apple as outperform Evercore says it's bullish on Apple earnings later this month. "For AAPL, we see durable iPhone 17 momentum (China + units), with the debate on GM sustainability and the timing of a GM trough as memory costs roll in." Oppenheimer initiates Arteris as outperform Oppenheimer says the company is a "merchant leader in network-on-chip (NoC) interconnect IP [intellectual property]." "We initiate coverage of Arteris (AIP) with an Outperform rating and a $40 PT."
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