Here are Wednesday's biggest analyst calls: Nvidia, Apple, Netflix, Microsoft, Robinhood, Amazon, Dell, Chewy & more
Wall Street Stock Recommendations: Various firms have made significant stock recommendations, including Loop reiterating Nvidia as a buy, Deutsche Bank upgrading Gaming & Leisure Properties to buy, and Bernstein maintaining an outperform rating on Robinhood, highlighting positive outlooks for these companies ahead of earnings.
Market Reactions and Upgrades/Downgrades: Notable upgrades include Bank of America raising Walmart's price target and HSBC upgrading Trip.com to buy, while Citi downgraded Target to neutral due to poor performance, indicating mixed sentiments across different sectors in the market.
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- Rating Upgrade: Baird analyst David George upgraded JPMorgan Chase from Underperform to Neutral while maintaining a price target of $280, citing the bank's 'enviable capital position' as a key factor supporting this revision.
- Strong Earnings Report: In its Q4 2025 earnings report, JPMorgan posted an adjusted EPS of $5.23, surpassing the $5.00 consensus, with revenue reaching $46.77 billion, exceeding the $46.20 billion estimate, indicating robust profitability.
- Valuation Concerns: Despite the strong earnings, George noted that JPMorgan's stock trades near 3x tangible book value, suggesting limited margin for disappointment, thus making the risk/reward profile more reasonable but unattractive for new investments.
- Investment Banking Outlook: TD Cowen reiterated its Buy rating on JPMorgan with a price target of $400, despite a 4% drop in shares post-earnings, which analysts deemed 'unwarranted', highlighting a positive outlook for investment banking activity and loan growth in 2026.

- Event Date and Venue: The 2nd LA CorpGov Forum is scheduled for September 18, 2026, at 2:30 PM at The Huntington Library in San Marino, California, aiming to attract numerous institutional investors and corporate executives to foster industry networking and collaboration.
- Rich Agenda: The forum will feature multiple panels, fireside chats, and networking opportunities, with a reception at 5:00 PM offering cocktails and hors d’oeuvres, enhancing relationship-building among attendees.
- Digital Report Publication: The event will be filmed with multiple 4K cameras and professionally edited, resulting in a report that will be published by CorpGov and its content partners like Yahoo Finance and Bloomberg, ensuring broad dissemination and impact of the insights shared.
- First Forum Recap: The inaugural LA CorpGov Forum took place on September 4, 2025, in Los Angeles, attracting over 100 institutional investors and corporate executives to discuss critical topics such as IPOs and shareholder activism, underscoring the forum's significance and influence within the industry.

Emergence of IoT: The article discusses the growing significance of the Internet of Things (IoT) and how interconnected devices are becoming integral to daily life.
Impact on Industries: It highlights the transformative effects of IoT on various industries, enhancing efficiency and creating new business opportunities.
Consumer Adoption: The piece notes an increase in consumer adoption of smart devices, indicating a shift in how people interact with technology.
Future Prospects: It concludes with insights on the future potential of IoT, suggesting that it will continue to evolve and shape the technological landscape.
- Sustained Earnings Growth: Deutsche Bank strategists highlighted that tech stocks maintained an earnings growth rate near 30% in Q4, which continues to bolster investor confidence despite a three-day market downturn.
- Software Stocks Struggle: The iShares Expanded Tech-Software Sector ETF (IGV) tumbled nearly 9% over eight consecutive days last week, reflecting investor concerns about potential disruptions to business models from artificial intelligence, leading to increased market volatility.
- Future Earnings Expectations: While analysts anticipate a slowdown in tech profit growth to 23%, forward estimates indicate an uptick in earnings expectations for megacap tech firms, suggesting sustained market confidence in future profitability.
- Market Digestion Phase: CFRA's chief investment strategist noted that the recent volatility in the information technology sector is a necessary digestion of prior gains, with projections for record earnings growth in 2026 and 2027, encouraging investors to remain patient.
- AI Technology Transformation: Analysts widely believe that artificial intelligence will be the most transformative technology of the next decade, with its economic impact expected to rival that of the internet, and its adoption rate significantly outpacing that of the internet, indicating strong market potential.
- AppLovin Investment Outlook: AppLovin's Axon ad engine leverages AI to match advertiser demand with publisher supply, with adjusted earnings expected to grow at 48% annually over the next three years; the current P/E ratio of 51 times appears reasonable, and analysts' target price of $771 per share implies an 89% upside.
- Robinhood Market Share Growth: Robinhood is gaining market share across multiple brokerage service categories through payment for order flow and other revenue streams, with adjusted earnings projected to grow at 20% annually over the next three years; the current P/E ratio of 34 times is sensible, and analysts' target price of $152 per share suggests an 81% upside.
- AI Tool Innovation: Robinhood's AI investment tool, Cortex, provides real-time data analysis for Gold subscribers, helping users understand stock price movements, with the CEO stating the goal is to offer users a world-class financial team, further enhancing its appeal among younger investors.
- AppLovin AI Engine: AppLovin's AI recommendation engine, powered by Axon technology, enables advertisers to target campaigns effectively, with adjusted earnings expected to grow at 48% annually over the next three years, making the current 51 times earnings valuation appear reasonable and highlighting its strong growth potential in the advertising market.
- Return on Ad Spend: AppLovin delivers a 45% higher return on ad spend (ROAS) than Meta and a 115% higher ROAS than platforms like YouTube and TikTok, indicating the effectiveness of its advertising technology and solidifying its leadership position in the rapidly evolving digital advertising space.
- Robinhood AI Tool: Robinhood's AI investment tool, Cortex, leverages real-time data and analysis to assist users in making informed investment decisions, with adjusted earnings projected to grow at 20% annually over the next three years, showcasing its strong appeal among younger investors.
- Market Share Growth: Robinhood is gaining market share across multiple brokerage service categories, particularly among millennials and Gen Z, boasting twice the customer base of its closest competitor, which is expected to further drive revenue growth and enhance its market position.









