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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are Friday’s biggest calls on Wall Street: BMO initiates American Express as outperform BMO said it sees “compounding premium growth.” “We believe concerns around premium card competition and elevated reinvestment overlook a more important development; namely that AXP’s premium ecosystem is still gaining scale…” Barclays initiates Boeing as overweight Barclays said it sees the “current valuation as an attractive entry point.” “We initiate coverage of Boeing with an Overweight rating and a $300 price target. Barclays reiterates SpaceX as overweight Barclays said the company is firing on all cylinders with plenty of upside. “We initiate coverage o f SpaceX (SPCX) at Overweight with a $254 12-month price target.” Piper Sandler initiates Mid Penn Bancorp as overweight Piper said the regional bank is in a “sweet spot.” “We initiate coverage of Mid Penn Bancorp (ticker: MPB) with an Overweight rating…” Piper Sandler upgrades Jack Henry to overweight from neutral Piper said it has “earnings visibility.” “We are upgrading JKHY to Overweight from Neutral as continued multiple compression has improved the risk-reward for a business with unusually high earnings visibility.” Morgan Stanley upgrades CBOE to overweight from underweight Morgan Stanley said shares of the exchanged and capital markets company are too attractive to ignore. “Double upgrade CBOE to OW (from UW) as the investment case has changed.” Read more. UBS upgrades ArcelorMittal to buy from neutral UBS said buy the weakness in the steel and metals company. “The stock also benefits from ~$1.8bn organic growth by ~2029. Ultimately, with EU HRC [hot rolled coil] likely to rise materially in the coming months, we see upside in MT a fter a 17% m/m pullback, so upgrade to Buy.” Citi initiates Fortune Brands Innovations as buy Citi said it sees a “compelling” turnaround. “We initiate on FBIN with a Buy rating and $48 target price, as we see a compelling turnaround opportunity driven by margin and share recovery in Water, continued growth in Security, and portfolio streamlining with a likely divestiture of Fiberon.” Baird upgrades Humana to outperform from neutral Baird said it sees “EPS power.” “We upgrade HUM t o Outperform and raise our price target to $596, reflecting greater confidence in $35+ of 2028 adjusted EPS power.” Rothschild & Co Redburn reiterates Apple as buy The firm said Apple will need to keep up with Meta’s Muse. “The Meta Muse Charm and Meta glasses are unlikely to displace the smartphone. However, the Muse assistant is a reminder tha t Apple AI’s fast-follower strategy will need to impress in 2027.” JPMorgan initiates C4 Therapeutics as buy JPMorgan said the biotech company has plenty of upside. “We are initiating coverage of C4 Therapeutics (CCCC) with an Overweight rating and a December 2027 price target of $10…” Oppenheimer upgrades Fastly to outperform from perform Oppenheimer said industry checks appear robust. “We are upgrading Fastly (FSLY) to Outperform and establishing a price target of $35. Our bullish stance is predicated upon our strong industry checks that indicate growing contract values (growing attach of newer security products) and early monetization of agentic AI traffic.” Raymond James initiates Kymera Therapeutics as outperform Raymond James said it sees an “attractive risk/reward” for the biotech company. “We are initiating coverage of Kymera Therapeutics (KYMR) with an Outperform rating and a $140 target price.” Roth initiates El Pollo Loco as buy Roth said the fast food chain is undervalued. “We initiate El Pollo Loco (LOCO) with a Buy rating and $22 PT. LOCO’s turnaround, initiated in 2024, has restored restaurant-level profit margins and improved franchisee returns, putting the brand on a path to its strongest unit openings since 2017.” Guggenheim initiates Ducommun as buy Guggenheim called the stock a “compounding story.” “We are initiating coverage on Ducommun Inc. (DCO) with a BUY rating and $246 price target, which represents 46% of potential upside.” Wolfe initiates GSK as outperform Wolfe said it sees “driver of potential upside” for the biotech company. “We initiate on GSK (GSK-US) with an Outperform and $70 PT.” Yorkville Ives initiates Tesla as outperform The firm said Tesla is “just beginning.” “We view Tesla as one of the clearest ways to own physical AI in the public markets Wolfe initiates Southwest Gas Holdings as outperform Wolfe said shares of the gas utility have plenty more room to run. “We initiate on SWX with an Outperform, $92 PT.” Citizens upgrades Houlihan Lokey to market outperform from market perform Citizens said buy the dip. “We are upgrading Houlihan Lokey to Market Outperform and establishing a $175 price target as confidence improves that fiscal 1Q27 was an aberration.” UBS reiterates Nvidia as buy The September Taiwan Export Data shows that AI demand remains “strong” for Nvidia. “The elevated absolute level of exports remains consistent with healthy underlying AI-driven demand.”Read More