Here is the biggest call on Wall Street: Loop reiterates Nvidia as a firm buy saying it stands by the stock heading into Monday’s earnings. “While there has been increased ‘noise’ in the Gen AI ecosystem lately, our network of work shows that NVDA’s anticipated demand trajectory remains intact, and our work has frankly not yielded a material change to wider expectations. ‘ Deutsche Bank upgraded Gaming & Leisure Properties to buy from Deutsche said shares of the real estate investment trust are “doing things.” With a dividend yield that is very high, with what we believe is a limited downside risk “deregulated crypto” trade. HOOD so far operates a regulated crypto business – barely 15 tokens are listed (vs. more than 250 on Coinbase), not earning revenue from staking, credit, derivatives or stablecoins – offered by rival exchanges reaffirmed Netflix as it buys Pivotal raises its price target on Netflix to $1,100 from $925 Our massive 65M (and likely ~150M+ audience) boosted our medium/long-term customer and ARPU forecasts, combined with a moderate increase in our terminal EBITDA. variety led to a $175 increase in NFLX YE’25 target price to $1,100. Bank of America reiterates Walmart as a buy Bank of America raised its price target to $105 per share from $95 after Monday’s earnings. “We see support for WMT’s outlook as broad-based earnings growth continues and long-term profitability increases supported by high-margin digital advertising growth and 3P Marketplace seller fees as well as improvement in core e-commerce losses.” Bernstein reiterates that Apple outperforms the firm, saying that Apple is “the best idea.” “We see Apple as a quality compounder, with mid-single-digit revenue growth, increasing margins, disciplined capital returns, and double-digit EPS growth.” Goldman Sachs reiterates Microsoft as a buy Goldman said it stands by the stock after the company’s Ignite Conference in Chicago on Friday. “We reiterate our Buy rating and $500 PT following Ignite 2024 where Microsoft announced Gen-AI advancements across the technology stack, reinforcing our belief in Microsoft’s ability to be the platform of choice as AI drives the movement from the Infrastructure layer to the Platform and Application Layers.” Piper Sandler started AppLovin as a weight Piper says the software publisher is an “AI innovator with more room to run.” “We started APP with an OW rating and a $400 PT. The stock has been re-rated appropriately after the AI-driven acceleration, but we still see ./min higher.” Morgan Stanley reiterates Adobe as objection Morgan Stanley said the stock is in a “unique position.” “Limited disclosures have left Adobe’s investor story rudderless amid mounting competitive pressures and a fast-moving GenAI innovation cycle. However, its broad workflows and deep data uniquely position Adobe to capitalize on GenAI, while historically low multiples has an attractive risk/reward.” Morgan Stanley upgraded Lemonade to equal weight from underweight Morgan Stanley said it was taking “significantly more optimism” on the insurance stock. “Lemonade noted its ambitious goal of growing the business from $1 billion in premiums to $10 billion over the next few years.” JPMorgan reiterates Amazon as a weighted firm saying the stock is the best idea heading into the holidays. “Amazon maintains top 45% US e-comm market share & enters holiday season with strong momentum from early holiday promotions, SD1D (same-day) delivery, regionalization, Prime ecosystem expansion, & competitive pricing (see pricing study at below). Evercore ISI adds Dell to the firm’s outperform list, saying it is bullish ahead of next week’s earnings. 2.07, driven by strength in the ISG segment on the heels of storage, general purpose computing, and AI server strength.” Bank of America upgrades Chewy to Buy from underperform Bank of America said in an upgrade of stocks that are trending stable. “We upgrade Chewy to Buy from Underperform & raised PO to $40 from $24. Shelters are still taking in more pets on a net basis and spending negative YoY pets, per credit & debit card data collected by BAC.” Guggenheim upgraded SolarEdge went neutral from sell Guggenheim said there is a more balanced risk/reward for solar companies “The decline in SEDG’s share price has brought us closer to our previous target of $10. Although we made some additional revisions for us. model, at this point we consider the stock to be reasonably valued at approximately 10x our 2026 EBITDA estimate. Oppenheimer downgraded JPMorgan Chase to outperform Oppenheimer downgraded the banking giant mainly in value. “However, we are downgrading JPM to Perform (from Outperform) as the stock is currently trading fundamentally in line with our fair value model.” JPMorgan adds positive catalyst watch on EVgo The company said it was more optimistic about the electric charging company after a series of investor meetings. “Most investors are interested in understanding EVGO’s unit economics of scale and the implications of potential changes to policy support in Trump 2.0.” Barclays raised Newell Brands to overweight from equal weight firm said the turnaround is underway for the consumer products company. “In contrast, we believe NWL’s turnaround strategy is still in the early stages of generating benefits for the P&L and expect this to drive share price performance.” JPMorgan upgraded Energizer to neutral from underweight. “We upgraded Energizer (ENR) to a Neutral rating because we believe the company will have more consistent top- and bottom-line performance going forward.” Citi downgrades Target to neutral from buy. “We are downgrading TGT from Buy to Neutral. Although 3Q also has some unique challenges, we believe that the very poor results in TGT in 3Q (and the uninspiring outlook for 4Q) indicate that TGT is likely to lose its share to WMT”. HSBC upgrades Trip.com to buy from hold HSBC upgrades travel website after acquisition. “Trip.com’s 3Q revenue was broadly in line, but OP (operating performance) margin adj set a post-COVID high of 34.4% on lower marketing spend.” Bernstein started Cava as the market did really say the healthy food chain “priced as a diamond.” “We believe Cava has the potential to be the ‘next thing’ in the restaurant industry, having shown the ability to grow SSS by 25% in the last 3 years, while doubling the number of stores and demonstrating the portability of the concept by expanding its geographic footprint.” Correction: Bank of America upgraded Chewy to buy from underperform. The previous version incorrectly stated the previous bank rating.
The biggest analyst there is a phone like Nvidia
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