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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are the biggest calls on Wall Street on Friday. Roth initiates Natera at buy Roth says the life sciences company has an “unmatched catalyst runway.” “We initiate coverage of Natera with a Buy rating and $475 price target.” Roth initiates Guardant Health at buy Roth says the life sciences company is best positioned for growth. “We believe GH can sustain premium growth through its transition to positive FCF in 2028, powered by greenfield penetration for Shield, a blood-based colorectal cancer screening test uniquely positioned to improve compliance in a ~50M US unscreened population.” PhillipCapital double upgrades SpaceX to buy from sell The firm says it’s bullish on SpaceX’s Super Intelligence Network. “Upgrade to BUY from SELL with a higher target price of US$250.00 (prev. US$75.00) as we raise FY26e revenue by 56% to US$45.1bn and lift FY27e by 201% to US$132bn on higher SI [Super Intelligence] revenue.” Read more. Seaport reiterates Nvidia as sell Seaport says it’s concerned about “competitive pressures.” “We could be wrong about Nvidia i n the coming months, as they leverage their supply chain heft, but competitive pressures are mounting. We see their aggressive finance bundling as a reaction to competitive pressure and a strategic tension at the heart of their business.” Barclays initiates Rush Street Interactive at overweight Barclays says the digital gaming company has plenty more room to run. “RSI’s US iGaming product momentum/moat seems underappreciated, while shares have derisked near-term market growth fears; initiate at OW, $24 PT.” Piper Sandler downgrades Deckers to underweight from neutral The firm sees too many headwinds ahead. “We downgrade DECK to Underweight with a $75 PT — with a rare F2Q27 sales miss (first time in at least 5 years), DECK lowered sales guide at both brands and EPS for the year; as athletic marketplace dynamics aren’t expected to meaningfully improve until next summer/Fall, some of the innovation at HOKA did not resonate as well as expected …” Jefferies upgrades MSC Industrial to buy from hold Jefferies says the industrial company has fallen to a “compelling” entry point. “We upgrade MSM t o Buy with a $135 PT. The shares have pulled back ~15% on the print … while we view fundamentals as improving, with volume growth momentum expected to accelerate in 2027 alongside continued productivity improvement.” Citizens initiates Microbot Medical at market outperform Citizens sees recurring revenue for the medical device company. “We initiate coverage of Microbot Medical with a Market Outperform rating and $2.50 price target.” Northland initiates Unusual Machines at outperform Northland says the drones component company is well positioned for growth. “The U.S. Department of War wants more small, U.S.-made drones. Many companies are delivering. Unusual Machines is delivering essential components to those drone companies.” Needham initiates Diodes at buy Needham says it sees margin expansion for the analyst power solutions company. “We are initiating coverage o f DIOD with a Buy rating and $110 PT.” KBW upgrades Valley National to outperform from market perform KBW sees a “valuation discount” for Valley National. “We haven’t bottom-ticked the stock, but that doesn’t bother us, and we’re moving to Outperform. Our thesis is rooted in leading NII growth/NIM expansion, superior EPS growth, and a powerful ROTCE improvement story that’s nowhere close to being reflected in today’s 15-25% valuation discount, in our view.” Raymond James upgrades Hess Midstream to outperform from market perform Raymond James says buy the dip. “We believe HESM’s recent selloff following the Chevron (CVX) restructuring has created a more attractive entry point.” JPMorgan downgrades Norwegian Cruise to underweight from neutral JPMorgan says it’s concerned about “geopolitical headwinds.” “Importantly, we see potential downside risk to our embedded 2H27 net yield acceleration with potential for prolonged geopolitical headwinds to constrain demand recapture in Europe noting ~85% of Europe itineraries for NCLH are sourced from USA based customers – the highest across our cruise coverage.” Morgan Stanley reiterates CoreWeave as equal weight The bank lowered its price target to $70 per share from $99. “Execution has been solid, and CoreWeave remains the speed and scale leader in a crowded neocloud ecosystem. However, growing financing uncertainty reduces visibility into the path to deploying existing contracted capacity and achieving 8 GW (active) longer-term.” Morgan Stanley names CBOE a top pick Morgan Stanley says the company’s entry into prediction markets is a positive catalyst. “We elevat e CBOE to Top Pick, raise our PT to $450 and reiterate Overweight, as regulatory approval for CBOE’s company-specific KPI prediction markets removes a key hurdle to launch and unlocks a potentially significant revenue opportunity not reflected in our or consensus estimates.” Morgan Stanley names Pinnacle Financial Partners a top pick Morgan Stanley sees increased momentum for the stock following earnings. “We move PNFP to Top Pick as results point to building momentum in producer hiring, employee retention, and above-peer growth.” Bank of America upgrades Pharvaris to buy from neutral The bank says the biotech company has plenty of upside. “We upgrade Pharvaris (PHVS) t o Buy from Neutral and maintain our $44 PO.” Bank of America upgrades Allegion to buy Bank of America sees improving growth for the security solutions company. “We upgrade ALLE to Buy (from Neutral) and raise our PO to $200 (from $164) following 3Q26 earnings and FY guidance that was significantly better than our expectations led by an acceleration in Americas organic growth, which we expect to continue into 2027.” Cantor Fitzgerald initiates Quantum Corp. at overweight Cantor says buy the weakness. “QMCO is a 46-year-old data storage and data management company that has spent most of the last decade as a shrinking, over-leveraged legacy tape and backup vendor, and the last sixteen months remaking itself into something considerably more interesting…”. UBS reiterates CoreWeave as buy UBS lowered its price target to $105 per share from $120 on CoreWeave. “Restoring confidence may be a multi-quarter fix but we remain Buy-rated.”Read More