Here are Monday's biggest analyst calls: Nvidia, Apple, Palantir, AMD, McDonald's, Broadcom, Airbnb & more
By Michael Bloom
Published on May 4, 2026.
Bernstein reiterates Apple as outperform, raising its price target to $350 per share from $340. Goldman Sachs upgrades KE Holdings to buy from neutral, citing the China real estate company's recent share price movement as an attractive entry point. William Blair initiates Suncrete as outperforming, while HSBC downgrades Palantir to hold from buy due to rising competition from competitors like OpenAI. Morgan Stanley raised its price Target on Advanced Micro Devices to $360 per share, anticipating a strong quarter driven by server CPU. Deutsche Bank upgrades Packaging Corp to buy, while Piper Sandler upgrades Essex Property Trust to overweight from neutral. Mizuho initiates Fannie Mae and Freddie Mac as outperforms, while Wells Fargo initiates BeOne Medicines as overweight due to a robust pipeline. Cantor Fitzgerald upgrades GlobalFoundries to overweight and anticipates a dip in expectations for investors.
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