Analyst Ratings and Price Target Updates

$TSLA - Tesla, Inc. - Reiterates an Overweight rating and maintains the price target at $510, with a focus on the Optimus robot ramp. The analyst identifies substantial long-term value in the Optimus robot and models a conservative production ramp commencing in the third quarter of 2027, featuring high initial average selling prices of approximately $100,000. - Cantor Fitzgerald

$META - Meta Platforms, Inc. - Reiterates an Outperform rating and maintains the price target at $810, viewing this as a potential pivotal opportunity. The analyst regards Meta's artificial intelligence expenditures as a significant and underappreciated driver for expanding the total addressable market through the emergence of new AI-enabled entrepreneurial activities, termed 'Born on Meta'. - RBC Capital

$ZS - Zscaler, Inc. - Upgrades to a Buy rating and initiates a price target of $214. The analyst views the recent 24 percent stock price decline as having de-risked the company's guidance, thereby creating an appealing purchasing opportunity in a sector leader at an attractive valuation. - Guggenheim

$WULF - TeraWulf Inc. - Raises the price target to $36 from $32 while maintaining a Buy rating. - Clear Street

$RBRK - Rubrik, Inc. - Reiterates a Buy rating and maintains the price target at $110. The analyst regards Rubrik as the leading company in cyber resilience, with attainable financial guidance, although future revenue beats are expected to be less frequent as the firm scales its business. - Guggenheim

$DELL - Dell Technologies Inc. - Reiterates a Buy rating and raises the price target to $500 from $230. The analyst attributes Dell's strong financial results to a fundamental increase in demand driven by modernization efforts, hardware refreshes, and artificial intelligence workloads, rather than solely a pull-forward effect. - Goldman Sachs

$UNH - UnitedHealth Group Incorporated - Raises the price target to $440 from $395 while maintaining a Buy rating. - Truist Securities