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LivestreamMenuHere are the biggest calls on Wall Street on Monday: Jefferies reiterates Tesla as hold Jefferies raised its price target to $375 per share from $350. “Tesla shares did not sell off ahead of the SPCX IPO or since. Consensus that a merger will be next and soon may turn TSLA into a tracker as shareholders try to minimize stake dilution.” Wolfe upgrades Kimco to outperform from peer perform Wolfe says fundamentals are “strong” for the real estate company. “With this note, we upgrade Kimco Realty to Outperform, from Peer Perform, with a $28 Price Target for ~16% Total Return.” Morgan Stanley downgrades Cleveland-Cliffs to equal weight from overweight The firm says the risk/reward is more balanced. “We downgrade CLF to EW, with new $12.5 price target, as we see a more balanced risk-reward in line with EW peers STLD/NUE.” Bernstein reiterates Micron as outperform Bernstein raised its price target on the stock to $1,300 per share from $510. “We maintain Outperform on Samsung, SK hynix and Micron and raise price targets to KRW440,000 (vs 225,000), KRW3,300,000 (vs 1,150,000) and US$1,300 (vs 510) respectively, driven by increased forecasts of conventional memory pricing as well as HBM [high bandwidth memory] pricing going forward.” KeyBanc initiates SpaceX as sector weight KeyBanc says the stock is fairly valued. “SPCX possesses significant disruptive growth avenues, though we believe this is reflected in current valuation and risk/reward appears balanced, in our view.” Goldman Sachs reinstates Estee Lauder as buy Goldman reinstated coverage of the stock and says it’s undervalued. “We are reinstating a rating on EL at Buy with a 12-month price target of $100, as we believe the market is underestimating the sustainability of EL’s growth momentum following several years of execution challenges and underperformance.” JPMorgan upgrades Baldwin Group to overweight from neutral JPMorgan says there is upside if the company goes private, as has been reported. “We are moving from Neutral to Overweight and raising our price target from $25 to $28. Last Thursday afternoon, right before the market close, the Insurance Insider reported that Baldwin had retained Ardea to advise on strategic options, including a potential private equity financed take-private transaction.” JPMorgan upgrades Visteon to overweight from neutral JPMorgan says the stock is “uniquely positioned.” “While select auto suppliers have re-rated on optimism around exposure to non-auto verticals, particularly AI/DC related, we believe VC i s uniquely positioned to drive significant outgrowth within automotive and related verticals with less execution risk.” TD Cowen reiterates Pinterest as buy TD Cowen says the stock is a best idea. “PINS is our Best Smidcap Idea for ’26 as we think the company is well positioned with growth levers including i) Ramping Performance+ adoption driving lower funnel ad rev; ii) Monetization upside, helped by revamped go-to-market strategy; iii) Measurement / optimization driving better outcomes.” Wells Fargo upgrades Ovintiv to overweight from equal weight Wells says the exploration and production company is firing on all cylinders. “With portfolio transformation now complete, OVV is shifting to delivery, supported by deep inventory & strong execution. We see a more durable FCF profile not fully reflected in valuation, w/ shares trading at a discount to peers.” TD Cowen initiates Bill Holdings as buy TD Cowen says investors should buy the dip. “BILL is a leading accounts payable, accounts receivable, and expense management solutions vendor for SMBs serving a large, growing market.” Roth upgrades Diamondback Energy and ConocoPhillips to buy from neutral Roth says investors should buy the dip in a slew of oil and gas companies. “We are upgrading APA, COP, FANG , MGY, MTDR, PR, and SM from Neutral to Buy as these stocks are all around 15-25% off 52-week highs and due to our expectations that front-month oil prices are likely to stabilize in the near term at closer to $70-$80 per bbl as opposed to $100 per bbl.” Evercore ISI initiates Credo as outperform Evercore says the “AI connectivity play” has plenty of upside. “We initiate CRDO with an OP rating and $325 price target.” Read more. Seaport upgrade BWX Technologies to buy from neutral Seaport says it sees strong “commercial nuclear growth.” “We are upgrading BWXT to a Buy rating (from Neutral) with a target of $245/shr…” Benchmark initiates Boyd Gaming as buy The firm says the stock is a “regional gaming compounder.” “We initiate coverage of Boyd Gaming with a Buy rating and $100 PT. Bank of America reiterates Apple as buy Bank of America says Apple’s Siri is underappreciated. “In our view, Apple’s WWDC 2026 announcement represents a material positive reset of its AI strategy, with Siri AI repositioned as a context-aware, multimodal, cross-app assistant embedded across the Apple ecosystem.”Read More
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