Analysts Update Ratings and Targets for Key Tech and Entertainment Stocks

Deutsche Bank keeps a Buy on Nvidia (NVDA), raising its price target to $155 from $145 as macro uncertainty eases and Q2‑Q3 earnings look stronger.

Baird stays Neutral on Tesla (TSLA) ahead of earnings, citing potential weaker full‑year volume and margin pressure in its Energy unit.

UBS lifts its Disney (DIS) target to $138 from $120 and maintains a Buy, expecting continued theme‑park strength and better direct‑to‑consumer profitability to drive double‑digit earnings growth.

Wells Fargo upgrades AMD (AMD) to Overweight, lifting its target to $185 from $120, driven by robust data‑center demand and a growing rack‑scale strategy.

Mizuho moves Palantir (PLTR) from Underperform to Neutral after strong commercial and government performance, anticipating a potential acceleration in revenue growth for a fifth consecutive quarter.

Jefferies keeps a Buy on Amazon (AMZN), bumping its target to $265 from $255, and on Meta (META), raising the target to $845 from $790, citing solid revenue and margin upside in Q2 and advanced targeting capabilities that keep billions of users and advertisers connected.

Guggenheim turns Bullish on Commvault Systems (CVLT), upgrading to Buy and setting a $210 target, pointing to improved industry checks and durable demand drivers.

Citi launches coverage on NovaGold (NVGO) and QXO (QXO) with Buy ratings and $7 and $33 targets respectively, highlighting high‑risk, high‑reward prospects and market consolidation potential.

UBS starts coverage on Motorola Solutions (MSI) with a Buy and a $490 target, seeing an attractive upside.

Cantor Fitzgerald stays Overweight on Microsoft (MSFT), raising its target to $581 from $512 ahead of the July 30 earnings call.