economy
February 6, 2026
Here are Friday's biggest analyst calls: Nvidia, Amazon, Micron, Reddit, Roblox, Estee Lauder, Palantir & more
Here are the biggest calls on Wall Street on Friday.
TL;DR
- DA Davidson downgrades Amazon to neutral, citing potential loss of share in Amazon Web Services.
- BTIG initiates Merit Medical as buy, calling it a 'high quality' medical device company.
- UBS initiates JBS as buy, believing the Brazilian meat company is poised for a re-rating.
- RBC reiterates outperform ratings on Nvidia, Marvell Technology, and Micron due to strong AI semi demand.
- Goldman Sachs initiates Biohaven as buy, describing the biotech company as 'best-in-class'.
- Barclays downgrades Canada Goose to underweight, citing profitability challenges.
- Goldman Sachs upgrades Vistra to buy, suggesting investors buy the dip in the nuclear energy company.
- Jefferies reiterates Palantir as underperform, seeing more downside than upside for the stock.
- Oppenheimer upgrades Roku to outperform, finding its shares attractive at current levels.
- Deutsche Bank upgrades Ares Management to buy, recommending buying the weakness.
- Citi upgrades Estee Lauder to buy, viewing the stock reaction as a buying opportunity.
- Deutsche Bank downgrades Old Dominion to hold, believing most good news is priced in.
- UBS downgrades Norfolk Southern to hold, anticipating EPS headwinds.
- Cantor Fitzgerald initiates Jumia Technologies as overweight, positioning it as the 'Amazon of Africa'.
- Bank of America reiterates Amazon as buy, lowering price objective due to AWS multiple.
- Stephens upgrades Boot Barn to overweight, citing earnings and tax refund benefits.
- Morgan Stanley reiterates Reddit as overweight, lowering price target but sticking with rating.
- Deutsche Bank reiterates Roblox as buy, noting strong momentum and better-than-expected results.
- BTIG reiterates Strategy (MSTR) as buy, urging calm regarding bitcoin volatility.
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