economy
January 12, 2026
Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Palantir, Zoom, Microsoft, Roku, Netflix & more
Here are Monday's biggest calls on Wall Street.
TL;DR
- Morgan Stanley upgraded Datadog to overweight, citing robust growth trends and emerging opportunities in monitoring agentic apps.
- Wells Fargo upgraded ConocoPhillips to overweight due to a compelling valuation, raising its price target.
- Bernstein upgraded Liberty Formula One to outperform, recommending buying the dip and seeing potential for upward estimate revisions.
- Bernstein reiterated Nvidia and Broadcom as top picks, noting sustained AI spending and attractive valuations.
- Barclays upgraded Amphenol to overweight, driven by tailwinds from data center AI architectures and acquisition performance.
- Bank of America reiterated Apple as a buy, anticipating upside to earnings estimates based on strong iPhone sales and Services revenue growth.
- HSBC initiated Netflix with a buy rating, viewing the share price pullback as an opportunity.
- Morgan Stanley initiated Medline as overweight, identifying it as a share gainer in the medical distribution sector.
- Citi reiterated General Motors as a buy and raised its price target, focusing on future results.
- Citi upgraded Zoom to buy, citing an undemanding valuation and clearer growth catalysts.
- Citi upgraded Palantir to buy, forecasting a 'supercycle' in 2026 driven by growth acceleration and margin expansion.
- Susquehanna upgraded Applied Materials to positive, expecting higher wafer fab equipment spending to benefit the stock.
- UBS upgraded Vista Energy to buy, highlighting its appealing growth story and discounted valuation.
- Goldman Sachs assumed coverage on Microsoft with a buy rating, calling it a strong secular growth story in technology.
- B. Riley upgraded Airbnb to buy, citing an attractive valuation and prospects for sustained growth.
- Morgan Stanley upgraded Akamai to overweight, believing its evolution into a cloud infrastructure and security platform is nearing an inflection point.
- Bank of America upgraded Comcast to buy, viewing it as an M&A player in 2026 and emphasizing the critical nature of its sports rights.
- Wells Fargo reiterated Tesla as underweight, raising its price target but maintaining a negative outlook for 2026 due to robotaxi uncertainties.
- Bank of America reiterated Roku as a buy, raising its price target and commending its revenue diversification.
- Wells Fargo reiterated Amazon as overweight, raising its price target and seeing positive catalysts for AWS growth.
- Wells Fargo reiterated Meta as overweight, lowering its price target but expecting confidence in 2026 EPS outlook.
- Wells Fargo reiterated Alphabet as equal weight, raising its price target but noting uncertainty in the search market due to conversational search transitions.
- Barclays downgraded Snowflake to equal weight from overweight, primarily due to valuation concerns and heightened competition.
- Baird upgraded Pool Corp to outperform, believing existential competitive fears are overblown and the valuation is attractive.
- Morgan Stanley upgraded Appian to overweight, seeing an attractive risk/reward profile driven by durable growth prospects and margin improvements.
- UBS initiated Andersen Group with a buy rating, believing the market is not fully capturing its growth potential and international opportunities.
- Citi placed a positive catalyst watch on ServiceNow, anticipating a strong upcoming quarter driven by a potential budget flush and robust pipelines.
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