# Nvidia, Apple, AMD See Mixed Analyst Ratings

**Published:** 2026-09-11T08:19:08.599Z  
**Topic:** Tesla  
**Sentiment:** neutral  
**Publisher:** TrendWatcher — https://www.trendwatcher.in/article/52d751cf-f25d-41f2-94fe-4a8db08c9375

Analysts issued varied ratings for tech giants: Citi reiterated Buy on Nvidia ahead of its GTC keynote, while Seaport Global downgraded AMD due to AI

Citi reiterated its Buy rating on Nvidia, anticipating CEO Jensen Huang's October 28 GTC keynote as a potential catalyst for the chipmaker, even as the firm warned of a possible pause after the stock's recent run [1]. This outlook comes amidst broader analyst activity across the tech sector, with some firms adjusting ratings based on competitive pressures and growth expectations.

| At a glance | |
|---|---|
| Nvidia Rating | Buy (reiterated by Citi) [1] |
| Apple Rating | Neutral (upgraded by MoffettNathanson) [1] |
| AMD Rating | Neutral (downgraded by Seaport Global) [1] |
| Salesforce Backlog | Up 11% (before AI platform contribution) [1] |

## Tech Sector Adjustments

MoffettNathanson upgraded Apple to Neutral from Sell, acknowledging that while the company trades above 30x forward earnings, the resolution of key risks no longer justifies a sell rating based solely on valuation [1]. Morgan Stanley also maintained an Overweight rating on Apple, citing conservative fiscal 2026 growth expectations as a potential catalyst ahead of the September 9 iPhone event [1].

In contrast, Seaport Global downgraded Advanced Micro Devices (AMD) to Neutral from Buy, citing concerns about slowing momentum in its AI accelerator business [1]. Following supply chain checks, analysts believe AMD may struggle to meet high expectations for the current year, leading to reduced estimates [1].

Microsoft remained a top pick for BMO, which reiterated an Outperform rating, highlighting the company's broad portfolio, dominant cloud business, consistent execution, and fair valuation despite premium pricing [1]. Barclays maintained an Overweight view on Amazon, projecting approximately 200 basis points of potential upside to consensus estimates for AWS revenue growth in the fourth quarter of 2025 [1]. Bank of America reiterated Salesforce as a Buy, noting a healthy 11% backlog growth even before contributions from its AI-driven Agentforce platform, despite ongoing concerns about competition from Agentic AI [1].

## Other Notable Calls

Beyond the major tech players, Deutsche Bank issued a near-term Catalyst Call Buy on Mobileye, pointing to strong investor interest in its autonomous driving efforts and anticipating a positive sentiment boost from a solid showing at the International Motor Show [1]. Jefferies initiated coverage of utility company Entergy with a Buy rating, positioning it as an "AI load play" and forecasting 11–15% EPS growth from 2024 to 2030, which would outpace peers and exceed consensus by 7–11% in later years [1]. Wolfe Research maintained a Peer Perform rating on Tesla, noting an uncertain outlook and potential challenges in 2026 due to a difficult operating environment [1].

## What to watch

*   Nvidia's GTC keynote on October 28 for new product announcements or strategic updates [1].
*   Apple's iPhone event on September 9 for new device launches and fiscal 2026 growth outlook [1].
*   Broadcom's September 4 earnings report for insights into its fundamentals and investor expectations [1].
*   Mobileye's performance at the International Motor Show for impact on investor sentiment regarding its autonomous driving initiatives [1].

The varied analyst calls reflect a nuanced market perspective, balancing optimism for established tech leaders and emerging AI plays against concerns about competitive pressures and valuation in specific segments.

## Sources
1. Tradealgo — [Thursday’s Biggest Analyst Calls: Nvidia, Apple, Tesla ...](https://www.tradealgo.com/news/thursdays-biggest-analyst-calls-nvidia-apple-tesla-microsoft-broadcom-salesforce-amazon-amd-more)
2. CNBC — [Analyst Calls of the Day](https://www.cnbc.com/analyst-calls-of-the-day/)

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Cite as: TrendWatcher, "Nvidia, Apple, AMD See Mixed Analyst Ratings", https://www.trendwatcher.in/article/52d751cf-f25d-41f2-94fe-4a8db08c9375