"We upgrade GAP shares following a disciplined leadership strategy under CEO Richard Dickson, focused on long-term sales and margin recovery across all brands through product innovation, customer targeting, and marketing excellence,"
"Following strong 3Q25 sales, we expect some headwinds for auto sales following the expiration of the U.S. EV tax credit. Importantly, we believe TSLA is making strong progress on FSD and Robotaxi, both of which we believe is critical to value creation,"
"The firm expects NVDA to post sales of $56.8 billion, as compared to analyst expectations for $54.6 billion."
Markets are trading lower amid AI bubble concerns while analysts continue to endorse select stocks ahead of earnings. Several firms reiterated buy or outperform ratings on Nvidia and raised price targets, with Citi projecting $56.8 billion in sales versus $54.6 billion consensus. Barclays upgraded Gap to overweight and Jefferies moved Gap to buy, citing a disciplined leadership strategy under CEO Richard Dickson and brand revitalization driving sales and margin recovery. Stifel reiterated a buy on Tesla with a $508 target, noting potential near-term auto sales headwinds after the U.S. EV tax credit expiry but highlighting progress on FSD and Robotaxi.
Read at 24/7 Wall St.
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