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LivestreamMenuHere are Monday’s biggest calls on Wall Street: Piper Sandler upgrades Rivian and Mobileye to overweight from neutral Piper said both stocks are compelling. ” RIVN: a de-risked balance sheet, a smooth R2 ramp, and an improved demand outlook. … . MBLY: nearing floor valuation while seizing control of its own destiny.” Read more. Piper Sandler initiates Williams-Sonoma as overweight Piper said the stock is “best-in-class.” “We initiate coverage of WSM with an Overweight rating and $253 PT. The company carries a best-in-class EBIT margin while showing steady outperformance in fairly depressed home furnishing industry backdrop.” JPMorgan initiates Rhythm Pharmaceuticals overweight JPMorgan said shares of the biotech company have plenty more room to run. “We are initiating coverage o f Rhythm Pharmaceuticals ( RYTM) with an OW rating and a Dec-27 price target of $145.” Citizens initiates Sonida Senior Living as market outperform Citizens said the senior living company is firing on all cylinders. “We initiate coverage on Sonida Senior Living, Inc. (SNDA) with a Market Outperform rating and $50 price target as the recently scaled company has become significantly more attractive to institutional investors.” Roth initiates Aduro Clean Technologies as buy Roth said the plastics recycling company has plenty more room to run. “We initiate ADUR with a Buy rating and price target of $30. ADUR has developed a platform chemistry technology that upgrades materials, including waste plastic and paraffinic crude, into higher value products.” Phillip Capital upgrades Alphabet to buy from accumulate The firm said it’s “constructive” on the stock. “Despite the near-term earnings revisions, we remain constructive on GOOGL’s long-term outlook.” JPMorgan initiates BWX Technologies as overweight JPMorgan said the nuclear materials company has a wide moat. “We are initiating coverage of BWX Technologies (BWXT) with an Overweight rating and a Dec. 2027 price target of $230.” Piper Sandler initiates Arlo Technologies as overweight Piper said the market is “underpenetrated.” “We are initiating coverage on Arlo, a provider of connected physical security devices, with an OW-rating and $17 price target.” JPMorgan initiates Cadre Holdings as overweight JPMorgan said the safety products company is undervalued. “We are initiating coverage of Cadre Holdings (NYSE: CDRE) with an Overweight rating and a Dec. 2027 price target of $40, implying ~32% upside from current levels.” UBS upgrades Cameco to buy from neutral UBS said the buy the dip in the uranium company. “We upgrade Cameco to Buy rated following the recent pullback (-18% 1mth & -27% 6mth), which appears driven by broader market and AI-related sentiment rather than any change in fundamentals.” Goldman Sachs initiates Neutron Holdings as buy Goldman said it’s bullish on the micromobility platform company. “We are initiating coverage of Neutron Holdings, Inc. (LIME) with a Buy rating and a $39 12-month PT.” Goldman Sachs initiates Bending Spoons as buy Goldman said the company has plenty of upside. “We are initiating coverage of Bending Spoons S.p.A. (BSP) with a Buy rating and a $43 12-month PT. Bending Spoons is a technology-based conglomerate that focuses on acquiring and transforming mature digital businesses.” Morgan Stanley initiates Somnigroup as overweight Morgan Stanley said the mattress company has a “competitive moat.” “Industry consolidation and vertical integration offer potential earnings growth upside for this mattress manufacturer & retailer, with room for valuation re-rating. Track record of share gains, broad product portfolio, advertising & retail channel leadership reinforce SGI’s competitive moat.” Jefferies upgrades General Motors to buy from hold Jefferies said it sees robust free-cash flow. “Our main takeaway from Q2 earnings was confidence that 2027 will further strengthen GM’s position within the US profit oligopoly and deliver $10+bn of real FCF.” Read more. Jefferies upgrades Ford to buy from hold The firm said the stock is at a “margin trough.” “There is always scope for surprise either way at Ford, but we see Q2 as a low point for volume with post-Novelis production set to normalize up. With US market conditions healthy, management could raise guidance at Q2.” Wolfe reiterates SpaceX as outperform Wolfe said it’s sticking with SpaceX and that it’s bullish on the recent Starship flight test. “Launching from Starbase, Texas, the Super Heavy booster successfully separated from Starship ~2 minutes into the flight, and made a controlled splashdown in the Gulf [though at an overclocked speed with fewer engines firing on descent].” UBS initiates ITG as buy UBS said the positive catalysts are not yet priced in for the marketing tech company. “We initiate coverage of ITG with a Buy rating and $18 price target. We see 40% upside for the stock as we believe the growth over the next 2-3 years from digital connectivity markets, and company-specific initiatives, is not priced in.” Bernstein reiterates Nvidia as outperform Bernstein said it’s sticking with Nvidia. “The datacenter opportunity is enormous, and still early, with material upside still possible.” Barclays downgrades Anheuser-Busch InBev to equal weight from overweight Barclays said it sees a slew of negative catalysts. “We downgrade ABI t o EW. Our thesis rests on three factors: (1) Brazil’s new Imposto Seletivo (Sin Tax), takes effect on 1 January 2027 and creates a structural pricing and earnings headwind in one of ABI’s largest profit pools; (2) ABI faces a difficult 2027 comp against a World Cup-supported 2026.” Wells Fargo initiates Helus Pharma as overweight Wells said the psychedelics company has plenty of upside. “We are Overweight rated on Helus Pharma (HELP) .” Goldman Sachs reiterates Apple as buy Goldman raised its price target on the stock ahead of earnings later this week. “We are Buy rated on Apple with a 12-month target price of $370 (v. $330 prior).” BMO upgrades Robert Half to outperform from market perform BMO said the buy the dip. “We upgrade RHI to Outperform after the stock’s recent sell-off.” Deutsche Bank reiterates Tesla as buy Deutsche lowered its price target to $420 per share from $465 on Tesla. “Following earnings we think it’s fairly clear Robotaxi and especially Optimus (supply chain) are scaling slower than anticipated which is disappointing the market.” Bank of America initiates Clean Harbors as buy Bank of America said the hazardous waste company is “compounding cash.” ” CLH is the leading provider of hazardous waste management services in NA, operating a highly integrated, one-stop-shop platform.” Mizuho reiterates Advanced Micro Devices as outperform The firm said it likes the company’s partnership with Cerebras. “Raise AMD estimates, PT to $625 from $615, and CBRS to $310 from $300 as their new partnership could drive upside.” Wells Fargo upgrades SiriusXM to equal weight from underweight The firm said its prior underweight call was wrong. “Our prior Underweight thesis on SIRI focused on pressures we’ve expected in satellite radio. While those debates continue, we’ve admittedly missed a meaningful market revaluation of SIRI’s spectrum.” Citi initiates Securitize as buy Citi said the tokenization platform company has a “durable competitive moat.” “We rate Securitize (SECZ) Buy/High Risk with a $10 price target, viewing it as the critical infrastructure for the tokenization of real-world assets.”Read More
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