economy
January 16, 2026
Here are Friday's biggest analyst calls: Nvidia, Tesla, Netflix, Disney, Amazon, Honeywell, Nio, Rocket Lab & more
Here are the biggest calls on Wall Street on Friday.
TL;DR
- Deutsche Bank upgrades Coupang to buy, citing strength against regulatory scrutiny.
- Goldman Sachs upgrades BioNTech to buy, viewing it as a share gainer in oncology.
- Barclays downgrades HP to underweight due to secular challenges in PCs and printing.
- Macquarie upgrades Nio to outperform, seeing it best positioned in the China EV market.
- KeyBanc upgrades Topgolf Callaway Brands and Yeti to overweight.
- Oppenheimer reiterates Nvidia as outperform, calling it the 'AI castle on the hill'.
- Morgan Stanley names DraftKings a top pick, citing an attractive catalyst path.
- Barclays reiterates Amazon as overweight, deeming the stock 'cheap'.
- Morgan Stanley upgrades Rocket Lab to overweight, seeing an attractive risk-reward.
- Morgan Stanley downgrades Kraft Heinz and JM Smucker to underweight/equal weight due to negative catalysts.
- JPMorgan upgrades AutoNation to overweight, expecting an upwards earnings trajectory.
- JPMorgan upgrades Honeywell to overweight, noting a disconnect on asset value.
- Loop reiterates Netflix as buy, seeing an attractive entry point ahead of earnings.
- Barclays reiterates Tesla and Rivian as equal weight, stating fundamentals are an afterthought.
- Jefferies reiterates Nvidia as buy, raising its price target.
- Citi reiterates Disney as buy, focusing on ESPN Unlimited growth and Experiences trends.
- Benchmark upgrades Dave & Buster's to buy, seeing a setup for positive same-store sales.
- Susquehanna upgrades Seagate to positive, anticipating positive catalysts.
- Bank of America upgrades Magnolia Oil & Gas to buy, citing operational momentum.
- Wells Fargo downgrades Regions Financial to underweight after a weaker-than-expected guide.
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