AI-Driven Upgrades: NVDA to $200, META to $775, CSCO Buy & Citi’s Equity Outlook

In a week dominated by geopolitical jitters, major brokerages doubled down on AI and technology leaders. Barclays hiked NVIDIA (NVDA) to a $200 price target, Oppenheimer lifted Meta (META) to $775, Citi reaffirmed its AI-equities overweight, and Deutsche Bank upgraded Cisco (CSCO) to Buy. Below, we unpack each call, quantify the upside, and show you how to leverage two Financial Modeling Prep APIs—Company Rating & Information and Earnings Transcript—to stay current on price targets and key event dates.

1. Barclays Raises NVDA to $200

• New Target: $200 (from $170), implying ~40% upside from NVDA's $144.47 close on June 18.

• Compute Revenue Upgrade: 2023E raised to $37 billion (from $35.6 billion) based on $2 billion in September upside.

• Blackwell Capacity: June production at 30k wafers/month vs. 40k view; utilization healthy.

• 2H Catalysts: Mass production of Blackwell Ultra in Q3; system sales to hit ~50% of revenue by October.

• Valuation: 29× 2026 non-GAAP EPS of $6.86 (up from $6.43).

Why it matters: Barclays' checks underscore NVDA's enduring AI compute moat—and their target implies NVDA could capture a larger share of AI infrastructure spend in 2H 2025 and beyond.

2. Oppenheimer Lifts META to $775

• New Target: $775 (from $665); maintains Outperform.

• Revenue Upside: 2025/2026 estimates +4%/+1% on stronger ad demand.

• Growth Rates: 17% rev growth (17% ex-FX) in 2025; 15% in 2026 with +102 bp and +63 bp ad-market share gains.

• Risks: TikTok competition assumed “no ban”; AI model (Llama 4) underwhelming but Scale AI acquisition ($14.3 billion) boosts data platform.

• CapEx: $68 billion in 2025; $85 billion in 2026.

• Valuation: 27.5× 2026 EPS of $28.23 (3% discount to peers).

Takeaway: Oppenheimer sees Meta's AI monetization ramp and ad-market recovery as key drivers, justifying a near-60% upside to current levels.

3. Citi: AI Trade Outweighs Geopolitics

• Equity Stance: +1 Overweight U.S. equities on AI resurgence.

• S&P 500 Target: Raised to 6,300 (bull 7,000) by year-end.

• Regional Tilt: Trim Europe OW; add EM Asia (Korea, Taiwan, India) for AI production plays.

• Geopolitical View: Middle East risks are “short-lived,” spare oil capacity should cap spikes.

“If oil-driven corrections occur, we'll increase equity exposure further,” says Dirk Willer, Citi's Global Head of Macro & Asset Allocation.

4. Deutsche Bank Upgrades CSCO to Buy

• Rating Change: Buy (from Hold); Price Target $73 (from $65).

• Growth Drivers: AI data-center spending, campus-network refresh, sovereign tech contracts.

• Visibility: Durable mid-single-digit top-line growth outlook.

• Product Mix: Favorable networking/security mix bolstering margins.

5. Track Real-Time Ratings with API

Rather than scouring research portals, pull live analyst ratings, target prices, and consensus for NVDA, META, CSCO and peers via the Company Rating & Information API. Embed a line like:

“The FMP Company Rating endpoint provides a rating of a company based on its financial statements, discounted cash flow analysis, financial ratios, and intrinsic value. Investors can use this rating to get a quick overview of a company's financial health and to compare different companies." Company Rating & Information API

This smart embed keeps your models and dashboards perpetually up to date.

6. Anticipate Earnings & Catalyst Dates

To catch post-upgrade earnings reactions—often key for stock moves—use the Earnings Transcript API:

“Get the full transcript of an earnings call for a specific company in text format. This endpoint can be used to learn more about a company's financial performance, future plans, and overall strategy.”
Earnings Transcript API

7. Tactical Takeaways & Risk Controls

8. Next Steps & Call to Action

1. Request your FMP API key to unlock Company Rating & Earnings Transcript endpoints.

2. Embed these APIs in your research platform to auto-refresh ratings and upcoming results.

3. Back-test your setups with historical data before deploying fresh capital.

By combining broker upgrades with real-time API insights, you'll stay ahead of AI-driven market moves—and position for the next leg of the technology rally in 2025.