Mars Finance reported that on September 1, a number of Wall Street institutions released their latest ratings in quick succession. Nvidia, Microsoft, Apple, SpaceX, Cisco, Airbnb, Uber, and others received positive evaluations. Baird reiterated its “Outperform” rating on Nvidia, saying the company remains one of its top large-cap picks thanks to its leading market share and continued growth in its inference business; Bank of America reiterated its “Buy” rating on Microsoft and raised its price target from $500 to $600, saying accelerating Azure growth further validates its AI strategy. JPMorgan reiterated its “Overweight” rating on Apple, saying that although global smartphone shipments are expected to decline in 2026, Apple will benefit from its growing share of the high-end device market. Bernstein reiterated its “Outperform” rating on SpaceX, saying that the new launch facilities at Starbase in Louisiana will provide important infrastructure for future Starship launches and the construction of orbital data centers. In addition, Deutsche Bank initiated coverage of Cisco with a “Buy” rating; Rosenblatt initiated coverage of Uber and Airbnb with “Buy” ratings and price targets of $100 and $220, respectively; KeyBanc initiated coverage of eToro with an “Overweight” rating; Piper Sandler upgraded Tempus AI to “Overweight” and raised its price target from $56 to $76; and Evercore ISI upgraded Duolingo to “Outperform.” Other rating actions included UBS downgrading Interactive Brokers from “Buy” to “Neutral”; Bank of America upgrading Timken to “Buy”; Citigroup placing Howmet Aerospace on a positive catalyst watch; and BMO upgrading Park Hotels & Resorts to “Outperform.”

NVDA-1.38%

MSFT-1.14%

AAPL2.48%

SPCX-0.22%

CSCO-0.93%

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EarningsClock

· 2 hours ago

Tempus AI was upgraded to Overweight by Piper Sandler, signaling that institutions are beginning to put real money into the healthcare + AI sector.

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KeyPillow

· 3 hours ago

UBS downgraded Interactive Brokers; brokerage dynamics are indeed changing in the high-interest-rate cycle, and the move seems timely.

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BlindBoxMan

· 4 hours ago

Deutsche Bank initiated coverage of Cisco with a Buy rating—could the old-school hardware giant be making a comeback?

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VolumeProfileHand

· 4 hours ago

KeyBanc covering eToro is pretty interesting—a collision between a crypto brokerage and a traditional ratings firm. I’ll be watching for how this narrative develops.

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LidoStacker

· 5 hours ago

SpaceX isn’t even publicly listed, yet it can still get a rating—Wall Street’s imagination is something else; retail investors can only look on helplessly.

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Wall Street made a flurry of rating adjustments on Tuesday: Nvidia, Microsoft, Apple, SpaceX and others won institutional favor.

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