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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are Thursday’s biggest calls on Wall Street: Bank of America reiterates Microsoft as buy The firm raised its price target to $630 per share from $600 following earnings on Wednesday. “Microsoft delivered strong 1Q27 results, with the focal point being Azure growth of 48% YoY cc, ~300bps above expectations, and 2Q guidance of 49-50% vs. Street’s 45%.” Goldman Sachs reiterates ServiceNow as buy Goldman said it’s sticking with the stock following earnings on Wednesday. “We believe a durable rerating will hinge on evidence that ServiceNow can convert its role in the enterprise AI stack into incremental revenue growth, with stabilization in organic growth and upward estimate revisions serving as the clearest proof points.” Morgan Stanley names Carvana a top pick Morgan Stanley named the company a top idea following earnings. “We move CVNA to Top Pick on improving growth visibility, an attractive setup, and compelling risk/reward. PT unchanged at $88.” William Blair initiates Chevron as outperform William Blair said the oil and gas company has plenty of upside. ” Chevron has assembled a differentiated upstream and downstream portfolio, which when combined with notable cash margins results in continued record earnings and FCF.” Goldman Sachs reiterates Apple as buy Goldman said it likes Apple’s latest product announcements. “New MacBook, iMac, and iPad models featuring next-generation M6 and A20 Pro processors, alongside recent broad-based price increases across the portfolio, should support Apple’s revenue growth and competitive positioning, with favorable premium mix helping to offset near-term supply constraints and broader softness in the PC and tablet markets.” JPMorgan initiates Palantir as overweight JPMorgan said Palantir has has plenty of upside and added the stock to its focus list. “We are initiating coverage of Palantir Technologies (PLTR) with an Overweight rating and a December 2027 price target of $262, implying over 30% upside to recent levels.” Mizuho upgrades Hilton to outperform from neutral Mizuho said the company is a high quality business. “We are upgrading HLT from Neutral to Outperform, raising our PT to $421. HLT is one of the highest-quality businesses in our coverage.” Wells Fargo reiterates Oracle as overweight Wells said Oracle shares have more room to run following its AI World Day. “AI World put ORCL’s silicon-agnostic strategy front & center. Meanwhile, the investor day addressed key concerns, reaffirming LT targets while providing much desired visibility into funding (just $20B), CapEx plans & path to positive FCF.” Citizens downgrades Alphabet to market perform from outperform Citizens downgraded the stock following earnings citing slowing growth. “We are downgrading Alphabet t o Market Perform from Market Outperform after search growth slowed by ~5 points from 2Q to 3Q.” Read more. JPMorgan reiterates Alphabet as overweight The firm said it’s sticking with the stock following earnings. “Alphabet’s 3 Q results & the stock’s sharp move lower show us the margin for error when a hyperscaler spending hundreds of billions on the AI infrastructure buildout and flipping to negative FCF posts disappointing results in the core.” UBS upgrades Wintrust Financial to buy from neutral UBS said Wintrust has “rerating potential.” “We upgrade WTFC to Buy as the stock checks all the boxes we look for in 2027: above- peer growth, NIM [net interest margin] upside, and the capital optionality that should benefit if M & A activity picks up.” Morgan Stanley initiates Rubrik as overweight Morgan Stanley said the cyber company is firing on all cylinders. “As the cost of attack moves to zero, backup and data resiliency becomes more important than ever. Combine that need with growing a data security platform, and see Rubrik as able to take greater share of IT/Security wallet.” UBS upgrades Ares Capital Corp to buy from neutral UBS said buy the weakness. “We upgrade ARCC to Buy from Neutral with a $21 price target, as valuation has compressed while we see improving earnings as a catalysts from higher base rates…” Morgan Stanley initiates Fervo Energy and Ormat Technologies as overweight Morgan Stanley said it’s bullish on both geothermal companies. “Initiate ORA at Overweight, $123 PT. An established conventional geothermal leader with attractive growth in its legacy businesses and emerging EGS upside. Initiate FRVO at Overweight, $23 PT. An EGS pure play with a visible path to a commercial roll-out & cost reductions, although with higher execution risks.” Jefferies initiates Absci as buy Jefferies said the biotech company is well positioned. ” Absci Corp (ABSI) is a clinical-stage biotech company focused on discovering and developing novel therapeutics using expertise in artificial intelligence, deep learning, protein engineering, and disease biology.” JPMorgan upgrades Constellium to overweight from neutral JPMorgan upgrades the recycling company following earnings. “We rate shares of Constellium Overweight with a $35/share Dec-2027 price target. We feel the company’s end market exposure, pricing power, and margin-accretive investments should support incremental EBITDA growth and improved FCF generation into CY27/28.” Bank of America reiterates Tesla as buy Bank of America said it likes a combination of Tesla with SpaceX. “We maintain our Buy rating and $460 PO given a core business moving past early autonomy monetization, with robotaxi a meaningful earnings driver by YE27. We see a potential merger as additive optionality on top.” BTIG initiates MSG Rangers as buy BTIG said it’s bullish on the owner of the New York Rangers. “We are initiating coverage of Madison Square Garden Rangers (MSGR) with a Buy rating and $257 PT.” Bank of America upgrades Afya to buy from neutral Bank of America said buy the dip in the educational services company. “We are upgrading Afya from Neutral to Buy as we think the recent sell-off was exaggerated considering Afya’s exposure to a more resilient student base and its low leverage of 0.8x.” Cantor Fitzgerald initiates Kardigan as overweight Cantor said it likes the biotech company’s heart treatments. “We are initiating coverage of Kardigan (KARD) with an OW rating and a 12-month PT of $50.” StoneX reiterates Nvidia as buy StoneX said it’s sticking with the stock. “Nvidia’s growing web of customer investments and backstops, and this week’s Broadcom-backstopped financing for Anthropic compute, are clear illustrations: frontier deployments funded through assembled capital stacks rather than the buyer’s own balance sheet.” StoneX upgrades Prosperity Bancshares to buy from hold StoneX upgraded Prosperity following earnings. “Following earnings we are upgrading the shares to BUY from HOLD with an $85 PT based on 11.5x our forward estimate, or a one multiple discount to its median 5-year FY1 PE.” Seaport initiates Anthropic as no rating The firm called the AI company “unusual” and says it’s waiting until the company’s IPO to issue a recommendation. “We are initiating coverage of Anthropic, and defer assigning a rating pending the company’s IPO. We see the company as benefiting from its leading AI model capabilities, but also facing considerable risks from its growing capital intensity and very complicated governance structure.”Read More