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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are the biggest calls on Wall Street on Friday: Jefferies upgrades Rivian to buy from hold Jefferies upgraded the electrical vehicle maker following earnings on Thursday. “We upgrade Rivian s hares to Buy … Rivian Q3 indicated higher than expected order conversion rate for the high end R2 launch trim. R2 volume trending ~2x R1 volume in Q4, including high take up for Autonomy (hands off), somehow consistent with recent experience with Tesla FSD.” Morgan Stanley reiterates Amazon as overweight The bank lowered its price target to $335 per share from $350 following Amazon’s earnings release late Thursday. “AWS tactical expectations may have gotten too high into the print … While ’28 EPS falls ~5% to ~$15.8, we remain OW with $335 PT having 45% upside. AMZN remains Top Pick.” Read more. Raymond James reiterates Nvidia as strong buy Amazon’s earnings results show Nvidia is a beneficiary of Amazon Web Services, Raymond James says. “NVIDIA: AWS keeps buying NVIDIA systems alongside Trainium and Inferentia.” Bank of America removes Apple from the US1 list Bank of America is sticking with Apple a head of earnings on Monday, but removing the iPhone maker from its top picks list. “As we head into F4Q26 (Sep Q) earnings after market close on Mon, Nov 2nd, investor focus will likely be on component cost inflation, durability of GM and services revenue growth.” Bernstein reiterates SpaceX as outperform SpaceX continues to move toward building its own telecom network, Bernstein says. “If SpaceX ultimately builds its own network, the overhang could persist through years of network build before eventually becoming real facilities-based competition. In our discussions, SpaceX has shown no signs of backing away from a mobile network, in whatever form it may ultimately take.” Deutsche Bank reiterates Coinbase as buy Deutsche Bank cut its price target to $190 per share from $210 following earnings. “We view COIN’s 3Q results as being slightly above expectations overall…” Rosenblatt upgrades Monolithic Power Systems to buy from neutral Rosenblatt upgrades the maker of power circuits for cloud computing systems following earnings. ” Monolithic Power delivered a strong beat-and-raise quarter as Enterprise and Communications design wins secured previously ramp into production, driving our expected 2026 revenue growth of approximately 150% and 100%, respectively.” Oppenheimer upgrades Incyte to outperform from perform The biotech company has a robust pipeline, Oppenheimer says. “We believe INCY’s deep and promising pipeline appears undervalued considering its increasing potential to drive accelerating revenue growth…” HSBC upgrades GE Vernova to buy from hold HSBC sees “long term earnings growth” for GE Vernova. “Upgrade to Buy (from Hold), increase TP to USD1,100 (from USD1,040); lower risk premium for long-term earnings growth.” KeyBanc downgrades Reddit to sector weight from overweight The bank says user traffic is slowing. “We are downgrading shares of RDDT from OW to SW as our thesis is not playing out; search traffic is a larger headwind than envisioned, and this creates more uncertainty around ’27E/’28E revenue and EBITDA. Bank of America downgrades Intel to neutral from buy The bank says the earning release on Thursday showed the turnaround is being “pushed out.” “We downgrade INTC t o Neutral from Buy. In our view, the stock has not communicated enough traction with external foundry customers, while its data center strength is offset by a surprisingly sharp drop in PC shipments TD Cowen downgrades Hershey to hold from buy TD Cowen sees weakening category trends. “We downgrade Hershey t o Hold after management nudged investors to the low end of their 2-4% org sales for 2027 and revised EPS to low DD% from 15-20%.” BMO downgrades Honeywell Aerospace to market perform from outperform BMO downgraded Honeywell Aerospace , citing slower growth. “Moving to sideline until a clearer path to meaningful growth and margin expansion above consensus.” Morgan Stanley reiterates Roblox as overweight The Wall Street investment bank cut its price target to $50 per share from $55, but is sticking with the stock. “RBLX beat 3Q, but the 4Q guide undershot expectations of bookings reacceleration in ’26. That said, we came away more confident that user growth is returning and that RBLX’s product pipeline could drive meaningful TAM expansion.”Read More