Weekly recap
Wall Street analyst calls: Jul 28 – Aug 3, 2025
12 research notes from 10 Wall Street firms on 6 companies. 2 upgrades, 0 downgrades, 0 initiations, 9 price-target increases and 1 cut.
Upgrades 2
Biggest price-target increases 9
NVIDIABuyMorgan Stanley · Raised price target +18%, kept rating · Jul 30, 2025
$200from $170
General MotorsSellBernstein · Raised price target +14%, kept rating · Jul 28, 2025
$41from $36
MicrosoftBuyCantor · Raised price target +10%, kept rating · Jul 31, 2025
$639from $581
MicrosoftBuyMorgan Stanley · Raised price target +10%, kept rating · Jul 31, 2025
$582from $530
MicrosoftBuyWells Fargo · Raised price target +8%, kept rating · Jul 31, 2025
$650from $600
MicrosoftBuyUBS · Raised price target +8%, kept rating · Jul 31, 2025
$650from $600
FordHoldPiper Sandler · Raised price target +6%, kept rating · Jul 31, 2025
$9.50from $9
MicrosoftBuyWolfe Research · Raised price target +4%, kept rating · Jul 31, 2025
$675from $650
Biggest price-target cuts 1
Most-covered companies
Most active firms
All notes 12
- Macquarie Upgrades Nio’s Rating and Price Target
- Wolfe Research Raises Microsoft Price Target to $675
- KeyBanc Upgrades Microsoft to Overweight, $630 Price Target
- Morgan Stanley Raises Microsoft Price Target to $582
- Cantor Fitzgerald Raises Microsoft Price Target to $639
- UBS Raises Microsoft Price Target to $650
- Wells Fargo Raises Microsoft Price Target to $650
- Piper Sandler Maintains ‘Neutral’ Rating on Ford
- Wolfe Research Keeps Tesla’s ‘Peerperform’ Rating
- Morgan Stanley Raises NVIDIA Price Target to $200
- RBC Capital Lifts Tesla’s Price Target to $325
- Bernstein Keeps ‘Underperform’ Rating on GM

