Here are Thursday's biggest analyst calls: Nvidia, Tesla, Berkshire Hathaway, Amazon, Texas Instruments & more
By Michael Bloom
Published on April 23, 2026.
The Wall Street analyst community has been buzzing with the biggest calls on Wall Street, with Bank of America reiterating Tesla as a buy and expecting it to become a leader in robotaxi services. Despite Google's unveiling of competing AI training and inference chips, TD Cowen remains confident in Nvidia's performance and breadth of software ecosystem. UBS reiterates Berkshire Hathaway as buy, while UBS raised its price target on the stock to $581 per share from $578. Meanwhile, Raymond James upgrades On Holding to strong buy from outperform, stating that On has pricing power and growth potential. HSBC initiates Oklo as buy. Morgan Stanley downgrades CSX to underweight from equal weight, citing the stock's valuation as stretched. JPMorgan downgrades Lucky Strike Strike to under-weight from neutral. Northland initiates USA Rare Earth as buy and expects the rare earths company to be one of the first rare earth supply chain solutions outside of China.
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