Key Analyst Recommendations for Wednesday: Nvidia, Apple, Tesla, Delta, Carvana, Coinbase, and Others

Written by Emily J. Thompson, Senior Investment Analyst

ADSK+0.09%

MRVL-3.45%

DAL-1.44%

Source: CNBC

Updated: Oct 01 2025

0mins

Source: CNBC

Wall Street Stock Ratings: Several firms initiated or upgraded ratings on various stocks, including Seaport's buy rating for Apple, Wells Fargo's overweight rating for Snowflake, and Jefferies upgrading Delta and Sunrun to buy, citing strong growth prospects.
Consumer and Market Trends: JPMorgan's survey indicates strong consumer interest in Apple's iPhone 17 Series, while Bank of America noted a turnaround for Nike. Additionally, Jefferies highlighted elevated growth potential for Carvana based on consumer analysis.
Valuation Adjustments: Barclays downgraded AT&T due to valuation concerns, while Evercore ISI downgraded Allstate on similar grounds. Conversely, RBC upgraded Mercury Systems, citing its strong positioning in defense technology.
Emerging Opportunities: Goldman Sachs initiated coverage on Glaukos, emphasizing its potential in the ophthalmology market, and BTIG initiated coverage on Coinbase, highlighting its robust operational performance in the crypto sector.

ADSK

$270+Infinity%1D

Analyst Views on ADSK

Wall Street analysts forecast ADSK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADSK is 373.71 USD with a low forecast of 330.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

23 Analyst Rating

19 Buy

4 Hold

0 Sell

Strong Buy

Current: 269.770

Low

330.00

Averages

373.71

High

400.00

Current: 269.770

Low

330.00

Averages

373.71

High

400.00

Rothschild & Co Redburn

NULL -> Buy

initiated

$375

2026-01-09

Reason

Rothschild & Co Redburn

Price Target

$375

AI Analysis

2026-01-09

initiated

NULL -> Buy

Reason

Rothschild & Co Redburn initiated coverage of Autodesk with a Buy rating and $375 price target. The firm sees Autodesk's appeal at current trading levels as it forecasts the platform to deliver 5.0%-5.5% growth above its industries between 2024 and 2027, higher than the 3.5%-4% implied by consensus. The analyst sees growing demand for the company's converged solutions in architecture, engineering and construction workflows.

BTIG

NULL -> Buy

initiated

$365

2025-12-16

Reason

BTIG

Price Target

$365

2025-12-16

initiated

NULL -> Buy

Reason

BTIG initiated coverage of Autodesk with a Buy rating and $365 price target.

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BTIG

Nick Altmann

Buy

initiated

$365

2025-12-16

Reason

BTIG

Nick Altmann

Price Target

$365

2025-12-16

initiated

Buy

Reason

BTIG analyst Nick Altmann initiated coverage of Autodesk with a Buy rating and $365 price target. The firm believes the medium-term story on Autodesk is becoming much clearer and with a stronghold in is corer markets and new monetization opportunities coming online, it sees a path for continued disciplined and durable growth. The firm's checks tilted favorably and while there are several items to keep an eye on, Autodesk's strategy and innovation vision should address shortfalls surfaced in BTIG's customer conversations, the analyst tells investors in a research note.

Rosenblatt

Buy

maintain

$355 -> $375

2025-11-26

Reason

Rosenblatt

Price Target

$355 -> $375

2025-11-26

maintain

Buy

Reason

Rosenblatt raised the firm's price target on Autodesk to $375 from $355 and keeps a Buy rating on the shares after the company reported "solid" Q3 results and increased its FY26 revenue growth outlook. Autodesk has "performed well" despite ongoing macro turmoil and the implementation of its model changes, the analyst tells investors in a post-earnings note.

About ADSK

Autodesk, Inc. is engaged in three-dimensional (3D) design, engineering and entertainment technology solutions, spanning architecture, engineering, construction, product design, manufacturing, media and entertainment. Its architecture, engineering, construction and operations products improve the way building, infrastructure, and industrial projects are designed, built, and operated. Its product development and manufacturing software provides manufacturers in the automotive, transportation, industrial machinery, consumer products, and building product industries with comprehensive digital design, engineering, manufacturing, and production solutions. Its product offerings include AutoCAD Civil 3D, Autodesk Build, BIM Collaborate Pro, Revit, Tandem, AutoCAD, AutoCAD LT, Inventor, Vault, Maya, and 3ds Max. AutoCAD Civil 3D solution offers a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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Key Analyst Recommendations for Wednesday: Nvidia, Apple, Tesla, Delta, Carvana, Coinbase, and Others

Analyst Views on ADSK

About ADSK

About the author

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