Wells Fargo has raised its price target for Nvidia Corporation (NVDA) to $220 from $185, maintaining an Overweight rating. This adjustment reflects increased second-quarter 2025 revenue and earnings per share (EPS) estimates to $48.2 billion and $1.06 respectively, surpassing Nvidia's guidance of $45 billion ±2%, driven by strong intra-quarter demand and approved sales of the H20 chip. Mizuho also increased Nvidia's target price to $205 from $192. In cybersecurity, Piper Sandler upgraded Palo Alto Networks (PANW) to Overweight from Neutral, raising the price target to $225 from $200, citing platform success, growing traction of XSIAM, consistent cash flow, and the strategic $25 billion CyberArk acquisition. Deutsche Bank followed with an upgrade to Buy from Hold for Palo Alto Networks, raising its target to $220 and dismissing investor concerns as overblown. Wall Street consensus rates Palo Alto Networks as a Strong Buy with 23.3% upside potential. Separately, Baird upgraded Starbucks (SBUX) to Outperform from Neutral, raising its price target to $115, highlighting confidence in turnaround strategies under new leadership. Other notable analyst actions include Mizuho raising Cisco's target price from $75 to $83 and various biotech companies reporting second-quarter 2025 financial results and business updates.