Here are Thursday's biggest analyst calls: Nvidia, Anthropic, Apple, Tesla, Chevron, Microsoft, Alphabet & more

Bank of America reiterates Microsoft as buy and raised its price target to $630 after citing Azure growth of 48% YoY and 2Q guidance of 49-50%.

Likely modest upward bias as traders price in continued Azure outperformance and higher estimates.

This is an analyst reiteration with a raised target tied to specific Azure growth and guidance figures, but it is not a new company disclosure.

Goldman Sachs reiterates ServiceNow as buy, arguing a durable rerating depends on converting its enterprise AI stack role into incremental revenue growth.

Likely mild positive drift as the market weighs evidence of stabilization and upward estimate revisions.

Analyst framing can move positioning, but the article does not add new ServiceNow operational data beyond the cited earnings context.

Morgan Stanley names Carvana a top pick after earnings, citing improving growth visibility and keeping the price target at $88.

Likely upward bias as traders align with the top-pick call and the unchanged $88 target.

The article provides a clear rating change and PT, but it is still secondary to the already-reported earnings.

William Blair initiates Chevron as outperform, citing a differentiated upstream and downstream portfolio and record earnings and FCF.

Likely positive bias as the initiation frames upside tied to margins and cash flow strength.

Initiations can move sentiment, but the article provides no new Chevron-specific datapoint beyond the analyst’s characterization.

Goldman Sachs reiterates Apple as buy, pointing to new MacBook, iMac, and iPad models with next-gen M6 and A20 Pro processors plus broad price increases.

Likely modest positive bias as traders react to the product narrative and pricing power emphasis.

The article is an analyst call with specific product references, but it is not a fresh Apple filing or guidance update.

Bank of America reiterates Tesla as buy with a $460 price objective, citing autonomy monetization progress and robotaxi as a meaningful earnings driver by YE27, plus potential merger optionality.

Likely upward bias as the market re-focuses on YE27 robotaxi earnings potential and optionality.

Clear analyst target and thesis, but it remains speculative and not a new Tesla disclosure.

Citizens downgrades Alphabet to market perform from outperform after earnings, citing slowing search growth by about 5 points from 2Q to 3Q.

Likely downside bias as traders adjust expectations for core search growth and margins.

The article includes a concrete deterioration metric tied to the downgrade, but it is still an analyst reaction rather than a new Alphabet print.

JPMorgan initiates Palantir as overweight and sets a December 2027 price target of $262, citing upside and adding it to its focus list.

Likely positive bias as the market digests the initiation and target-implied upside.

Initiation plus a specific long-term target can move positioning, but the article does not add new Palantir fundamentals beyond the analyst’s view.