Skip NavigationMarketsBusinessInvestingTechPoliticsVideoWatchlistInvesting Club
PRO
LivestreamMenuHere are the biggest calls on Wall Street on Friday: Wells Fargo upgrades SBA Communications to overweight from equal weight Wells says buy the dip in the cellular tower company. “Upgrading SBAC to Overweight; PT to $210 ($220 Prior). Collapsed take-private headlines and a broader towers pullback sent shares sharply lower.” Bank of America reiterates Netflix as buy The firm lowered its price target to $105 per share from $125 on Netflix following earnings. “While results were largely in line, they were not strong enough to fundamentally alter the debate. Netflix’s decision to move engagement reporting to an annual cadence (from semiannual), coupled with softer-than-expected UCAN revenue appears to be weighing on shares despite continued subscriber growth.” William Blair upgrades BJ’s Wholesale to outperform from market perform The firm says it sees sales momentum. “We are upgrading BJ’s to Outperform as we believe sales continue to build momentum with the potential for significant upside to consensus expectations this year and next on both the top and bottom lines.” Jefferies initiates Moody’s as buy Jefferies says it sees earnings growth. “We initiate on credit ratings and analytics provider MCO at Buy.” Jefferies initiates MSCI as buy Jefferies says the company is a “high-quality compounder.” “We initiate on index, data, and analytics provider MSCI at Buy.” Bank of America reiterates Nvidia as buy Bank of America says Nvidia remains the most-owned semis stock. “In the S & P 500, NVDA r emains most-owned semi at 77.8% of funds, followed by AVGO at 75.1%; least-owned are SWKS at 3.0%, MCHP/ON at ~5%” Citi names Fox a top pick Citi says the company is a new top idea. “We believe weakness in Fox following the Roku announcement is overdone” Mizuho initiates Zentalis as outperform Mizuho says the biopharma company is at an inflection point. “We initiate ZNTL at Outperform, $8 PT…” BMO initiates Silgan Holdings as outperform BMO says it likes the company’s transformation. “Silgan has transformed its business mix with faster-growing, higher-margin dispensing categories, specialty packaging, and pet food. It is no longer just a human food can company.” HSBC upgrades Apple to buy from hold HSBC says it sees a “strong cycle ahead.” “Apple’s strong product pipeline and improved AI capabilities to support hardware revenue growth, we increase 2027e by 7%.We also expect AI applications to boost higher margin Services revenue: we increase 2027 estimates by 5.4%” Read more. Bernstein reiterates SpaceX as outperform Bernstein urged clients to remain calm following the delay of the Starship launch for SpaceX. “We have watched scrubbed launches before, as they are not unusual. Our modeling assumptions have been that Starship launches are on a timeline through 2031 that is slightly more than one year behind our understanding of company plans.” JPMorgan upgrades Emerson Electric to overweight from neutral JPMorgan upgraded Emerson ahead of earnings and says investors should buy the dip. “The stock has underperformed the sector by 3% over the last three months, by 14% over the last six months, and by 15% over the last 12 months. We upgrade to OW and are long into the quarter.” JPMorgan upgrades Arcos Dorados to overweight from neutral JPMorgan says shares of the fast food LatAm franchisee of McDonald’s are compelling. “For Arcos, we see SSS accelerating in Brazil in 2Q following a weak 1Q, with 2H also expected to improve.” Stephens initiates Dutch Bros as overweight Stephens called the company a “high growth drive through beverage platform.” “We are initiating coverage on Dutch Bros with an Overweight rating and $80 PT.” BMO initiates Crown Holdings as outperform BMO says shares are too attractive to ignore. “We see CCK as an attractive beverage can and cash flow story trading at a discounted valuation.” JPMorgan upgrades 3M to overweight from neutral The firm upgraded the stock ahead of earnings. “We think 3M can start to turn the dial on positive earnings revisions as growth takes hold, which should support the multiple, with improving trajectory into 2027; we raise our organic growth/EPS outlook in 2026/2027 with further room for upside, raise our PT to $180 (from $178), upgrade to OW and are long into the quarter.” Canaccord initiates Jazz Pharmaceuticals as buy Canaccord says it has “greater visibility” for the biopharma giant. “We’re initiating coverage of JAZZ with a BUY rating and $290 price target.” Bank of America reiterates Tesla as buy Bank of America says it’s bullish on Tesla earnings next week. “We think investor focus for TSLA 2Q earnings will remain on its robotaxi deployments, particularly the pace of fleet scaling and new markets.” Raymond James upgrades EchoStar to strong buy from market perform Raymond James says shares are compelling. “We upgrade shares of EchoStar to Strong Buy, from Market Perform. We calculate that ECHO is currently trading at a ~40% discount to our full sum-of-the-parts valuation and sitting at its YTD low.” Bank of America upgrades ERock to buy from neutral The firm upgraded the power company on valuation. “We upgrade ERock (EROC) to Buy from Neutral and maintain our $16 PO.” Bank of America upgrades PPG Industries to buy from neutral Bank of America says it sees organic growth for the specialty chemicals company. “We are upgrading shares of PPG to Buy from Neutral and increasing our PO to $134.” Bank of America upgrades Fervo Energy to buy from neutral Bank of America upgraded the geothermal energy company on valuation. “We upgrade Fervo Energy (FRVO) to Buy from Neutral with a revised $36 PO.” Oppenheimer upgrades Ecolab to outperform from perform The firm says it sees an attractive entry point. “We’re upgrading Ecolab from Perform to Outperform. The primary drivers are: 1) Ecolab’s core business performing well across the vast majority of its portfolio, poised to garner volume/pricing growth in excess of expenses. 2) The company’s four ‘growth engines’ are ramping strongly delivering accretive margin contribution.” BMO reiterates Alphabet as outperform BMO says Alphabet is the “best way to own AI.” “Reiterate Outperform and top pick; raise target price to $455 from $435.”Read More
About The Author
