Here are the biggest calls on Wall Street on Thursday:

Goldman Sachs reiterates Tesla as neutral

The firm says it’s cautiously optimistic on Tesla’s full self-driving technology, but cautioned that it will take time.

“We do not expect FSD to be safer than a human in 2Q of this year, as Tesla targets. However, we believe FSD attach rates/monetization could pick up from what we believe are relatively low levels currently as performance improves, and we assume some increase in Tesla’s automotive gross margin in 2026/2027 in part as a result of higher FSD revenue.”

DA Davidson reiterates Nvidia as neutral

DA says it “remain[s] cautious on Nvidia’s ability to meet consensus expectations for CY2026 and beyond.”

“With this analysis in mind, we continue to believe 2025 could be a peak year for NVDA and remain street low on 2026.”

Barclays reiterates Amazon as buy

The firm says the e-commerce giant is best positioned heading into earnings in early February.

“Amazon remains our preferred e-commerce name heading into the print and into 2025.”

Seaport upgrades Netflix to buy from neutral

Seaport says it sees “share tailwinds” ahead of earnings next week.

“We are upgrading NFLX shares to Buy from Neutral ahead of 4Q24 earnings, with a $955 PT, due to an increase in our net member addition estimate to +9.0MM from +5.7MM, and to the operational tail-winds that should support Netflix’s position with industry-leading original content accolades.”

Wolfe downgrades AMD to peer perform from outperform

Wolfe says it sees slowing revenue growth for the semis company.

“Downgrading AMD to Peer Perform from OP. Our downgrade is based on a lower expectation for datacenter GPU [graphic processing unit] revenue this year than we previously expected.”

Bank of America reiterates Disney as buy

Bank of America says it’s sticking with its buy rating on the entertainment giant.

“However, within our Media and Entertainment coverage DIS has best in class assets (premium IP, best-in-class sports brand, iconic theme park franchise, etc.) and remains well positioned long term, in our view.”

Citi downgrades Southwest to sell from neutral

Citi says the airline stock is overvalued right now.

“Over time, we see Southwest’s valuation correcting to more normalized levels, as the network carriers’ premium travel gains, limit Southwest’s efforts to penetrate that category.”

Goldman Sachs reiterates Uber as buy

The firm says the stock is very attractive right now.

“We see UBER as a global platform with increasing utility for its consumers and expect that the adoption of the Uber One membership and the ramp of New Products will contribute to durable GB [gross bookings] growth in the years ahead.”

Seaport upgrades First Solar to buy from neutral

Seaport says the solar company has an attractive risk/reward.

“Our favorite name for 2025 is FSLR, which we’re upgrading from Neutral to Buy and assigning a PT (price target) of $274. In such a fluid environment, we want to go with one of the sector’s few established blue chips and a company that, in our view, has the best risk-reward profile specific to policy.”