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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are Monday’s biggest calls on Wall Street: Morgan Stanley upgrades Wells Fargo to overweight from equal weight Morgan Stanley said Wells Fargo is a new top pick. “Upgrade WFC to Overweight as normalizing balance sheet growth should ease funding pressure, stabilize NIM, and raises our conviction in the path to higher returns.” Read more. Bank of America initiates Vylor as buy Bank of America said the company is a “seed leader.” “We are initiating coverage of Vylor (VYLR) with a Buy rating and $78 PO.” Morgan Stanley reiterates SpaceX as overweight Morgan Stanley said the stock is getting cheaper. “Adjusted for growth , SpaceX is one of the cheaper ways to play the strong optionality of the Space and Intelligence Economy. Investors still have a few weeks to ‘catch’ the opportunity before Flight 15.” Bernstein reiterates Nvidia as outperform Bernstein said it’s standing by the stock. “NVDA (Outperform, $400.00): The datacenter opportunity is enormous.” Citizens initiates Ondas as outperform Citizens said the autonomous company has plenty more room to run. “We initiate coverage with a Market Outperform rating and $14 price target on Ondas Inc. (ONDS), a dynamic player in the autonomous systems category with a diversified platform spanning four high-growth submarkets…” BMO initiates nVent Electric as outperform BMO said it sees “unprecedented growth.” “Initiating coverage at Outperform and a $212/share target. nVent has aligned with unprecedented growth we are seeing across AI infrastructure and power.” BMO initiates Vertiv as outperform BMO said the company is firing on all cylinders. “Initiating coverage at Outperform with a $329/share target price (+31% upside). Vertiv i s a premier data center play and has had an incredible run over the last five years.” Jefferies initiates Samsara as buy Jefferies said the company is a share gainer. “We expec t IOT to take share within its $175B TAM (only ~1% penetrated) and deliver a 22% Rev CAGR w/ Rule of 40 mgn through FY29.” Wedbush initiates Korsana Biosciences as outperform Wedbush said the biotech company has Alzheimer’s potential. “We are initiating coverage of Korsana Biosciences (KRSA) with an Outperform rating and $44 target. Simply put, Alzheimer’s disease (AD) remains an area of high unmet need.” Truist initiates Lumexa Imaging Holdings as buy Truist said it’s a leader in the diagnostic imaging market. “We are initiating coverage of LMRI with a Buy rating and $18 price target.” JPMorgan upgrades Virtu Financial to overweight from neutral The firm said its well positioned for growth. “We are upgrading Virtu from Neutral to Overweight. We see Virtu as well positioned to grow its business, leveraging what we see as a greater opportunity set driven by product innovation and new product proliferation with greater capacity driven by retained earnings and growth in equity and trading capital.” Barclays upgrades Estee Lauder to overweight from equal weight Barclays said the stock is attractive. “We believe Estée Lauder’s sales growth and earnings profile over the next several years make it among the most attractive companies not just within our coverage but among broader Global Consumer Staples.” Goldman Sachs upgrades Stagwell to buy from neutral Goldman said shares of the European media company are compelling. “Stagwell has had success winning pitches in its Marketing Services and Digital Transformation segments this year, which has driven strong share price performance YTD. Canaccord reiterates Tesla as buy Canaccord said it’s sticking with the stock following Tesla delivery numbers on Friday. “The deliveries were good news, the kind that steadies nerves. But, in our opinion, the stock is a bet on other things: robots; some arriving on 4 wheels, and others on hands and feet.” JPMorgan upgrades Ryder to overweight from neutral JPMorgan says shares are too cheap to ignore. “We are upgrading Ryder to OW for the first time (from N) following the recent pull-back, as structural changes to the business model should create higher highs and higher lows, while improving used truck prices provide a unique tailwind.” Stifel upgrades Rentokil to buy from hold Stifel said buy the dip. “Rentokil’s share price and valuation are at their lowest levels since 2018 and 2015 respectively, having drifted down further since interim.” Evercore ISI upgrades Texas Roadhouse to outperform from in line Evercore said buy any weakness in the restaurant company. “After a ~25% pullback recently, we are upgrading Texas Roadhouse to Outperform after a one-year hiatus on the sidelines.” Citi upgrades Harley-Davidson to buy from neutral Citi said it’s turning more constructive. “We have been cautious on Harley-Davidson for several years, and for good reason, but the facts on the ground have changed enough to warrant a more constructive view.” Read more. Bank of America upgrades DraftKings to buy from neutral The firm said it sees a slew of positive catalysts ahead. “We have been on the sidelines for DKNG f or the past year given a challenging event path from prediction markets (PM) and material estimate risk. Now we see 1) PMs as a win-win, 2) less cannibalization risk, 3) bottoming Street ests., and 4) a favorable risk reward with the stock down -47% in the past year.” Melius upgrades Microsoft to buy from hold Melius said buy any weakness in Microsoft. “Satya Nadella and his team are increasingly going to be considered the ‘adults in charge’ – a key cog in the security, governance and the ‘AI CYA’ play that is likely in the early innings.” TD Cowen upgrades Cboe to buy from neutral TD Cowen said it sees upside potential. “We are upgrading CBOE to Buy from Hold and raising our PT to $334, or ~22x our ’27E EPS, from $315.” TD Cowen initiates Maravai LifeSciences as buy The firm said it has a unique offering. “Shares of MRVI are up > 120% YTD after recent positive data from MRK/MRNA’s cancer vaccine Ph3 trial continues to drive renewed interest in the potential of mRNA therapies beyond infectious disease vaccines.” William Blair initiates Sable Offshore as outperform William Blair said it sees upside. ” Sable is an offshore oil company with assets purchased four years ago from Exxon.” JPMorgan reiterates Apple as overweight The firm said its checks show iPhone lead times moderating. “In Week 4 of our Apple Product Availability Tracker, lead times moderated for both models relative to Week 3, with the moderation for the iPhone 18 Pro more pronounced than both last week and the prior year cycle.”Read More