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Nvidia Could Soar 72%? Here Are 10 Key Analyst Calls from Thursday

MarketDash Editorial Team
18 days ago
Wall Street analysts are adjusting their targets across the board, with Nvidia getting a fresh boost and retailers facing mixed signals. Here's a breakdown of Thursday's most important rating changes and what they mean for investors.

Wall Street's top analysts recalibrated their outlooks on Thursday, delivering a mixed bag of price target adjustments that ranged from substantial cuts to bullish upgrades. Here's what the smart money is thinking about ten companies worth watching.

Tech and E-Commerce Moves

Piper Sandler analyst Hannah Rudoff bumped Global-E Online Ltd (GLBE) from $42 to $48 while maintaining an Overweight rating. The stock closed Wednesday at $35.39, suggesting plenty of room to run if Rudoff's thesis plays out.

Wix.Com Ltd (WIX) wasn't so fortunate. Needham analyst Bernie McTernan took an axe to the website builder's target, slashing it from $200 to $140. That's a 30% reduction, though McTernan kept his Buy rating intact. With shares closing at $101.70 on Wednesday, there's still implied upside, but the dramatic cut signals some serious concern about near-term prospects.

The Nvidia Story

Here's the headline grabber: Melius Research analyst Ben Reitzes raised NVIDIA Corp (NVDA) from $300 to $320 while maintaining a Buy rating. Do the math on that $186.52 Wednesday close and you're looking at roughly 72% potential upside. That's not a typo. Reitzes clearly sees something big ahead for the AI chip giant, even as shares have pulled back from their recent highs.

Healthcare Adjustments

HC Wainwright analyst Emily Bodnar trimmed Agios Pharmaceuticals Inc (AGIO) from $56 to $48 while keeping a Buy rating. Shares closed at $22.34, so even the reduced target suggests meaningful upside if the company executes.

Aclarion Inc (ACON) got a modest boost from Ascendiant Capital analyst Lucas Ward, who increased the target from $22 to $23 with a Buy rating. The stock closed at $5.87 on Wednesday, implying nearly four-fold upside if Ward's valuation proves accurate.

The big winner in healthcare? Madrigal Pharmaceuticals Inc (MDGL), which saw Oppenheimer analyst Jay Olson raise his target from $600 to $650 while maintaining an Outperform rating. With shares settling at $555.60 on Wednesday, the company is already approaching that ambitious target.

Retail and Restaurants Under Pressure

TD Cowen analyst Andrew M. Charles cut Jack In The Box Inc (JACK) from $21 to $16, maintaining a Hold rating. With shares closing at $14.38, the stock is already trading below even the reduced target, suggesting limited near-term catalysts for the struggling restaurant chain.

Bernstein analyst Zhihan Ma delivered contrasting views on two major retailers. Target Corp (TGT) saw its target reduced from $87 to $80 with an Underperform rating. Shares settled at $86.08 on Wednesday, trading above the new target and reinforcing Ma's bearish stance.

Meanwhile, Lowe's Companies Inc (LOW) got a slight bump from $282 to $284, with Ma maintaining an Outperform rating. Lowe's closed at $228.41 on Wednesday, suggesting significant upside if the home improvement retailer can capitalize on housing market dynamics.

Cybersecurity Stays Strong

Palo Alto Networks Inc (PANW) received a modest price target increase from Bernstein analyst Peter Weed, who raised it from $207 to $210 while keeping an Outperform rating. With shares closing at $199.90 on Wednesday, the cybersecurity leader is trading right at the threshold of Weed's target range.

What It All Means

Thursday's analyst calls paint a picture of selective optimism. Tech infrastructure plays like Nvidia and cybersecurity names are drawing bullish attention, while consumer-facing businesses are seeing more cautious outlooks. The wide divergence in targets, especially the 72% implied upside for Nvidia, suggests analysts see meaningful separation between winners and losers in this market environment.

Of course, price targets are educated guesses, not guarantees. But when analysts make substantial moves, either up or down, it's worth paying attention to the reasoning behind them. These calls reflect months of research, management conversations, and financial modeling. Whether they prove right or wrong, they offer a window into how Wall Street is thinking about these companies right now.

Back to News

Nvidia Could Soar 72%? Here Are 10 Key Analyst Calls from Thursday

MarketDash Editorial Team
18 days ago
Wall Street analysts are adjusting their targets across the board, with Nvidia getting a fresh boost and retailers facing mixed signals. Here's a breakdown of Thursday's most important rating changes and what they mean for investors.

Wall Street's top analysts recalibrated their outlooks on Thursday, delivering a mixed bag of price target adjustments that ranged from substantial cuts to bullish upgrades. Here's what the smart money is thinking about ten companies worth watching.

Tech and E-Commerce Moves

Piper Sandler analyst Hannah Rudoff bumped Global-E Online Ltd (GLBE) from $42 to $48 while maintaining an Overweight rating. The stock closed Wednesday at $35.39, suggesting plenty of room to run if Rudoff's thesis plays out.

Wix.Com Ltd (WIX) wasn't so fortunate. Needham analyst Bernie McTernan took an axe to the website builder's target, slashing it from $200 to $140. That's a 30% reduction, though McTernan kept his Buy rating intact. With shares closing at $101.70 on Wednesday, there's still implied upside, but the dramatic cut signals some serious concern about near-term prospects.

The Nvidia Story

Here's the headline grabber: Melius Research analyst Ben Reitzes raised NVIDIA Corp (NVDA) from $300 to $320 while maintaining a Buy rating. Do the math on that $186.52 Wednesday close and you're looking at roughly 72% potential upside. That's not a typo. Reitzes clearly sees something big ahead for the AI chip giant, even as shares have pulled back from their recent highs.

Healthcare Adjustments

HC Wainwright analyst Emily Bodnar trimmed Agios Pharmaceuticals Inc (AGIO) from $56 to $48 while keeping a Buy rating. Shares closed at $22.34, so even the reduced target suggests meaningful upside if the company executes.

Aclarion Inc (ACON) got a modest boost from Ascendiant Capital analyst Lucas Ward, who increased the target from $22 to $23 with a Buy rating. The stock closed at $5.87 on Wednesday, implying nearly four-fold upside if Ward's valuation proves accurate.

The big winner in healthcare? Madrigal Pharmaceuticals Inc (MDGL), which saw Oppenheimer analyst Jay Olson raise his target from $600 to $650 while maintaining an Outperform rating. With shares settling at $555.60 on Wednesday, the company is already approaching that ambitious target.

Retail and Restaurants Under Pressure

TD Cowen analyst Andrew M. Charles cut Jack In The Box Inc (JACK) from $21 to $16, maintaining a Hold rating. With shares closing at $14.38, the stock is already trading below even the reduced target, suggesting limited near-term catalysts for the struggling restaurant chain.

Bernstein analyst Zhihan Ma delivered contrasting views on two major retailers. Target Corp (TGT) saw its target reduced from $87 to $80 with an Underperform rating. Shares settled at $86.08 on Wednesday, trading above the new target and reinforcing Ma's bearish stance.

Meanwhile, Lowe's Companies Inc (LOW) got a slight bump from $282 to $284, with Ma maintaining an Outperform rating. Lowe's closed at $228.41 on Wednesday, suggesting significant upside if the home improvement retailer can capitalize on housing market dynamics.

Cybersecurity Stays Strong

Palo Alto Networks Inc (PANW) received a modest price target increase from Bernstein analyst Peter Weed, who raised it from $207 to $210 while keeping an Outperform rating. With shares closing at $199.90 on Wednesday, the cybersecurity leader is trading right at the threshold of Weed's target range.

What It All Means

Thursday's analyst calls paint a picture of selective optimism. Tech infrastructure plays like Nvidia and cybersecurity names are drawing bullish attention, while consumer-facing businesses are seeing more cautious outlooks. The wide divergence in targets, especially the 72% implied upside for Nvidia, suggests analysts see meaningful separation between winners and losers in this market environment.

Of course, price targets are educated guesses, not guarantees. But when analysts make substantial moves, either up or down, it's worth paying attention to the reasoning behind them. These calls reflect months of research, management conversations, and financial modeling. Whether they prove right or wrong, they offer a window into how Wall Street is thinking about these companies right now.