Here are Monday's biggest analyst calls: SpaceX, Nvidia, Tesla, Applied Materials, Circle, Corning, GE Vernova & more

Stifel reiterates Tesla as Buy while lowering its price target to $491 from $508 on FSD and Robotaxi progress plus backlog strength.

Likely modest upside bias versus peers, with volatility around any FSD/Robotaxi delivery headlines.

The article provides a concrete rating and target change tied to specific catalysts (FSD/Robotaxi, backlog, Model YL). Target cuts can cap upside, but reiteration as Buy supports the tape.

TD Cowen initiates Circle at Buy, citing attractive platform potential for modernization of payments via stablecoins.

Potential near-term bid on initiation headlines, especially if paired with broader crypto/payments risk-on.

The article includes a specific initiation and thesis, but it is offset by another analyst action (Morgan Stanley downgrade) also included in the text.

Raymond James reiterates Nvidia as Strong Buy, arguing the stock trades at a discount not explained by fundamentals.

Moderate upside bias, particularly if investors rotate back toward momentum/scarcity narratives.

The article reiterates without new PT or fresh datapoint beyond the valuation framing, limiting incremental decision value.

Goldman Sachs adds Applied Materials to its conviction buy list, saying it is best positioned with a growth runway in semis equipment.

Mild positive drift possible, especially if semicap sentiment is improving.

This is a qualitative conviction call without new numbers in the excerpt, so novelty is limited.

Truist upgrades Corning to Buy, setting a $175 PT (from $205) after a roughly 45% July pullback.

Potential upside reaction, though the PT cut from $205 to $175 may temper magnitude.

The excerpt includes a clear rating change, PT, and timing context (post ~45% pullback), which is actionable.

Stifel upgrades Ingersoll Rand to Buy with a $101 target price following earnings.

Short-term positive bias, especially if the market is still digesting the earnings read-through.

The excerpt does not provide the earnings details, so the incremental thesis content is thin.

Wells Fargo upgrades Solaris Energy Infrastructure to Overweight, citing a third hyperscaler contract and expanded scope since March coverage.

Potential upside bias as investors price in continued hyperscaler demand.

The article provides specific business momentum (third contract, expanded scope) plus an explicit rating change.

William Blair adds GE Vernova to its conviction list, arguing the market underestimates U.S. power grid and electrical infrastructure buildout needs.

Mild to moderate upside bias if the market aligns with grid-buildout underestimation.

The excerpt is thesis-heavy and does not include new order numbers or a fresh datapoint beyond the conviction framing.