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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are Monday’s biggest calls on Wall Street: Morgan Stanley names eBay a top pick Morgan Stanley sees growth acceleration for eBay. “The Live Commerce market has started to take off in the US, growing > 5x to $27B over the past 2 years, and we see a ~22% CAGR out to 2030.” Wells Fargo upgrades Tyler Technologies to overweight from equal weight Wells said buy the dip. “Key points to our upgrade incl: 1) 2025 bookings headwinds impacted 2026 revenue, but we see majority of headwinds as transitory & think 2027 presents room for reversion; 2) TYL sh ares are trading as though AI disrupted, though we see the name as more AI-resilient/insulated from broader market impacts.” UBS initiates Shattuck Labs as buy UBS said the stock has plenty more room to run. “We initiate coverage of Shattuck Labs (STTK) with a Buy rating and a $17 PT.” Jefferies initiates Beta Bionics as buy Jefferies said it sees an “improving risk/reward. “We initiate on BBNX with a Buy and PT of $30.” Northland upgrades C3.ai to outperform from market perform Northland said the company has a “new growth engine.” “At the same time comps are soon to ease (Jan. qtr), C3.ai h as found a new growth engine, in our view.” Morgan Stanley upgrades Manhattan Associates to overweight from equal weight Morgan Stanley said it sees “accelerated cloud bookings.” “But now with accelerating bookings on the back of structural go-to-market changes and early AI traction, the business momentum is at a positive inflection point at a more attractive valuation. As such, we are upgrading Manhattan Associates to Overweight.” Citi upgrades Allison Transmission to buy from neutral Citi said it likes the company’s free-cash flow. “We are upgrading ALSN t o Buy from Neutral and maintaining our $135 price target.” JPMorgan reiterates Apple as overweight JPMorgan raised its price target on Apple to $360 per share from $340. “We are adjusting our estimates for the near-quarters as both we and investors align expectations to the new seasonality of iPhone revenues in the absence of the base SKUs in the fall, and instead helping revenue seasonality relative to historical trends in the spring time-frame.” Seaport upgrades Hexcel to buy from neutral Seaport said it sees a “good” entry point for Hexcel. “Upgrade to Buy (from Neutral) with a $104 PT. What’s changed is that: 1) we recently had a chance to speak with CFO, Jamie Coogan; 2) we think recent A & D selling is overdone and provides a good entry point.” Citi upgrades Blackstone Digital Infrastructure Trust to buy from neutral Citi said buy the dip. ” BXDC is down ~17% from its IPO price and ~25% from its prior trading-to- date high. We are upgrading the shares to a Buy rating, while reducing our target from $23 to $20 and we estimate NAV as of 3Q26 was $19.42.” UBS reiterates Nvidia as buy UBS said it came away even more impressed after a meeting with management. “we think NVDA’ s tone remained exceptionally bullish on demand, with the key constraint increasingly shifting toward land/power/shell rather than end demand.” Bank of America initiates AxoGen as buy The firm said the nerve repair company has plenty of upside. “We are initiating coverage on Axogen (AXGN) with a Buy rating and $52 PO.” Pivotal reiterates SpaceX as buy Pivotal raised its price target on SpaceX to $230 per share from $220. “We forecast Starlink reaches global mobile subscribers of ~160M at a blended ARPU in the low-$20s by ’36. We view our international forecasts as particularly conservative. Adding Starlink Mobile to our forecasts drove a $10 increase in our YE’27 target price to $230. Reiterate BUY” JPMorgan upgrades Biogen to overweight from neutral JPMorgan said shares are “compelling.” “We are upgradin g BIIB t o OW from N ahead of an increasingly compelling catalyst path and an improved long-term growth outlook for the company.” Read more. Deutsche Bank initiates Interactive Brokers as buy Deutsche said it sees a “high growth business model.” “We view IBKR as among the best-positioned brokerage platforms to benefit from the ongoing global shift toward self-directed and professional investing.” Baird upgrades Hub Group to outperform from neutral Baird said the stock is too attractive to ignore at current levels. “We are upgrading the shares of Hub Group from Neutral to Outperform, reflecting what we believe is an increasingly attractive risk/reward profile.” Piper Sandler initiates American Savings Bank as overweight Piper said it likes the company’s “healthy dividend.” “We initiate coverage of ASBH at Overweight with a $20 PT which reflects 11.0x our 2027E EPS and is consistent with a premium to local peers (9.9x) for its low-cost deposit base, above-peer profitability outlook, and attractive dividend yield.” Raymond James upgrades T-Mobile to outperform from market perform The firm said SpaceX fears are overblown. “We are upgrading shares of T-Mobile (TMUS) to Outperform (from Market Perform) ahead of 3Q26 results.” BMO upgrades Terreno Realty to outperform from market perform BMO said the company is “unique.” “We upgrade TRNO to Outperform with a $75 target price.” Truist upgrades First Solar to buy from hold Truist said it sees an improving backdrop. “We upgrade FSLR to BUY from HOLD with a $270 PT based on a stronger backdrop for pricing into the 2030s and recent valuation reset.” Read more. Evercore ISI initiates Robinhood as outperform Evercore said the company has plenty of upside. “HOOD’s precedent of driving meaningful attach rates to new products and getting them to $100M of revs fairly quickly provides support to the bull case, and when combined with nascent but potentially game changing offerings with prediction markets and Chain –– we believe the story will continue to be able to carry its premium valuation over the next several years.”: Read more. Canaccord initiates Butterfly Networks as buy Canaccord said it sees revenue growth. “We are initiating coverage on Butterfly Network with a BUY rating and a $10 price target.” TD Cowen initiates Brown & Brown as buy TD Cowen says it sees margin potential. “We are bullish on BRO: property-rate pressure is masking a durable brokerage franchise with improving organic growth, sizable Accession synergies, expanding margins, underused cros ssell potential, and meaningful buybacks.” TD Cowen initiates TeraWulf as buy TD Cowen said it’s a good way to “play the AI demand boom.” “We are initiating coverage of WULF with a Buy rating and a $21 PT.” Morgan Stanley upgrades SLM to overweight from equal weight Morgan Stanley said it sees a compelling setup for SLM shares. “With shares lower amid macro/credit concerns, we see an improving setup. A second capital-light partnership is the next key catalyst, helping drive EPS upside versus consensus.” Bank of America upgrades Salesforce to buy from underperform The firm said it now sees a “strong enterprise AI strategy” for Salesforce. “We upgrade the stock to Buy and raise our price objective to $285 (from $160). Our prior concern centered on AI-driven disintermediation. However, conversations with CIOs and other market participants suggest that large enterprises (more than SMBs) are unlikely to replace platforms that house their business logic, data, workflows and compliance frameworks. Deutsche Bank upgrades AST SpaceMobile to buy from hold Deutsche said buy the dip. “We are upgrading ASTS t o Buy and maintaining our $93 PT. The stock is down ~65% from its all-time high in May.” Seaport upgrades Mattel to buy from hold Seaport said Mattel is undervalued. “With speculation swirling, we think investors are taking a closer look at toy stocks and realizing that there’s underappreciated value.” Wells Fargo downgrades Adobe to underweight from overweight Wells said it sees too many negative catalysts for Adobe. “Key points to our downgrade inc.: 1) 3Q results suggest cracks starting to show, steep 4Q ramp looks difficult. 2) See incremental risk to prelim FY27 guide, given lack of price increase & ongoing mgmt transition (CEO + CFO);”Read More