Monday's Top Analyst Recommendations: Nvidia, Apple, Tesla, Palantir, Oracle, Chewy, Roblox, Alphabet, and More
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 08 2025
0mins
Should l Buy ORCL?
Source: CNBC
Morgan Stanley's Recommendations: Morgan Stanley reiterated its overweight rating on Tesla, highlighting Elon Musk's compensation package as beneficial for shareholders, and also initiated coverage on Miami International as overweight, citing its strong market position.
Citi and Wells Fargo Insights: Citi maintained a buy rating on Nvidia while lowering its price target, emphasizing AI growth, and Wells Fargo reiterated Apple as overweight, predicting revenue upside from the upcoming iPhone 17.
JPMorgan and Bank of America Upgrades: JPMorgan upgraded Veeva Systems and Afya to overweight, noting their growth potential and consistency, while Bank of America upgraded Palantir and Scorpio Tankers to buy, citing their strong positioning in AI and cash generation, respectively.
Other Notable Upgrades: Deutsche Bank upgraded Oracle and Teck Resources to buy, with Oracle expected to see higher earnings, and Chewy was upgraded by Mizuho due to attractive risk/reward dynamics following a recent pullback.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 149.010
Low
180.00
Averages
309.59
High
400.00
Current: 149.010
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Defense Contract Implications: Major defense contractors like Lockheed Martin are expected to remove Anthropic's technology from their supply chains, which could lead to a decline in Anthropic's market share within the defense sector and adversely affect future revenue growth.
- Legal Response Possibility: Anthropic has indicated it may appeal the supply chain risk designation through legal channels, although no formal action has been taken yet; if the designation becomes official, it would restrict the use of Claude in defense contracts, potentially affecting its business with other clients.
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