Naughty Flicks

Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are the biggest calls on Wall Street on Friday: Wells Fargo upgrades Becton Dickinson to overweight from equal weight Wells said it sees growth upside. “Upgrading BDX to OW from EW on better execution, as seen in 2H FY26 outperformance, and multiple sources of possible upside to FY27 guide. We expect Dec 10 investor day to be a positive catalyst for return to MSD sales growth and better EPS growth.” William Blair upgrades Appian to outperform from market perform William Blair upgraded the enterprise software company following earnings. “We are upgrading shares of Appian to Outperform following another impressive quarter.” Roth upgrades Centrus Energy to buy from hold Roth said it’s becoming more constructive on the stock. “We are upgrading LEU from Neutral to Buy. We note we previously had concerns about a significant decline in revenue looming and a high market valuation creating significant downside risk.” Seaport upgrades SiTime to buy from neutral Seaport said buy the dip in the maker of precision silicon timing systems. “We are pretty sure the AI cycle is not over and the recent sell-off is indiscriminate. We think it is overdone and provide a buying opportunity for SiTime . We are upgrading to Buy (from Neutral) with a $425 price target.” JPMorgan upgrades SQM to overweight from neutral JPMorgan sees an “earnings reset” for the Latin American lithium miner. “We upgrade SQM to Overweight from Neutral, while lowering our fair value to $71 from $88.” Daiwa reiterates Apple as outperform Daiwa raised its price target on the iPhone maker but warned of several headwinds ahead for Apple. “Continued shift to Pro models and the Duo could support margins even with lower units. But 2H27 faces tougher comps and higher memory prices, while Apple’s biggest strength remains its huge ecosystem. We raise our target price to $375 from $335, or 36x FY28E EPS of $10.45.” Read more. Morgan Stanley reiterates SpaceX as overweight Morgan Stanley said buy the weakness in SpaceX shares. “The post-midterm SPCX s ell-off is driven (in part) by anti data center sentiment. Intriguing… because SPCX’s long-term model is a natural hedge to NIMBYism and an ‘n of 1′ in physical AI. The diffusion of today’s AI trade into space/robotics adds potentially trillions of TAM and millions of new jobs across many US states.” UBS upgrades Jinko Holdings to buy from neutral UBS said the solar energy company is in an “earnings recovery.” “We upgrade JKS to Buy from Neutral while lowering our PT to $17 from $24, driven by an earnings inflection and, in our view, attractive valuation.” Citigroup downgrades BJ’s to neutral from buy Citi sees a more balanced risks/reward for BJ’s Wholesale Club. “There’s a lot of optimism priced into shares at this point — 3Q SSS should beat plan of 2-3%/ Street +2.8%, the warehouse club sector is seeing strong underlying sales trends driven by traffic gains from high gas prices, and valuations have risen as investors flocked to staples retail as an inflation hedge.” Bank of America reiterates Nvidia as buy Bank of America called Nvidia “best of breed.” “Our $350 PO is based on 22x CY27E PE ex cash, within NVDA’s historical 15x-56x forward year PE range, which we believe is justified by NVDA’s leading share in fast- growing AI compute/networking markets, offset by lumpiness in global AI projects, cyclical gaming market, and concerns around access to power.” Bank of America downgrades TripAdvisor to underperform from buy Bank of America said growth is slowing for the online travel website company. “We downgrade TRIP to Underperform from Buy due to: (1) increased execution risk with both the CEO & CFO departing over the next few months amid an ongoing restructuring; (2) sharply slowing growth, with 3Q rev. -11% y/y vs. guide of -7% to -10% and 4Q guided down low-teens vs. Street at -5%.” Wells Fargo downgrades Molson Coors to underweight from equal weight Wells sees “earnings risk.” “We’re downgrading TAP to Underweight from Equal Weight and lowering our target to $36, -15% downside. We see > 20% risk to Street EPS, think P/E can track back to lows, and see this tough for a stock that has rallied of late with the rest of consumer.” Guggenheim reiterates Netflix as buy Guggenheim sees plenty of positive catalysts ahead in 2027 for Netflix. “Three drivers offer upside to sentiment in 2027 & to financials into 2028, in our view: 1) additional sports and live events, including a first-quarter NFL game and the Women’s World Cup in 2027, with NFL rights extended through 2029-30. 2) a rejuvenated content cycle under new Chief Content Officer Peter Rice… 3) expanded third-party arrangements….” Needham initiates Fervo Energy at buy Needham said the energy company has more room to run. “We initiate coverage of Fervo Energy (FRVO) at Buy with a $17 price target.” Roth initiates Forgent Power Solutions at buy Roth said the company has a “differentiated” offering. “We initiate coverage on FPS with a Buy rating and $42 price target. FPS offers differentiated exposure to AI power infrastructure, with opportunities to gain share and increase content per project.” Bank of America double downgrades International Flavors & Fragrances to underperform from buy The bank said the stock is “out of catalysts.” “IFF reported 3Q adj EBITDA of $403mn, besting our above-consensus $398mn est (cons’ $389m) … With shares having rallied materially and the stock out of catalysts, we find upside difficult from here and are downgrading from Buy to Underperform.”Read More