Here are Friday's biggest analyst calls: Nvidia, Oracle, Apple, Tesla, Nike, FedEx, Generac, CoreWeave & more
Here are the biggest calls on Wall Street on Friday.
TL;DR
- Citizens JMP upgrades Stryker to market outperform.
- KeyBanc initiates LivaNova as overweight.
- JPMorgan downgrades Lockheed Martin to neutral.
- UBS reiterates FedEx as buy.
- Morgan Stanley initiates Arthur J Gallagher at overweight.
- Morgan Stanley reiterates Apple as overweight, citing robust iPhone 17 demand.
- Wells Fargo upgrades Generac to overweight, seeing accelerating growth for AI data center backup power.
- Deutsche Bank reiterates Tesla as buy, raising price target despite expected delivery misses.
- Goldman Sachs reiterates Nike as buy but expresses caution.
- Wedbush reiterates Rivian as outperform, raising price target ahead of R2 launch.
- Barclays initiates Parsons at overweight, citing Middle East exposure.
- Barclays upgrades Cummins to overweight.
- Citizens JPM reiterates Oracle as market outperform.
- JPMorgan upgrades Paccar to overweight, expecting margin recovery.
- KeyBanc initiates Intuitive Machines at overweight, highlighting lunar services leadership.
- Wells Fargo initiates Synaptics at overweight, viewing it as an emerging edge AI play.
- Bernstein reiterates Nvidia as outperform, urging calm amidst AI sector concerns.
- Wedbush downgrades Lyft to underperform, concerned about autonomous vehicle disruption.
- Citigroup resumes CoreWeave at buy, citing robust demand.
- JPMorgan initiates Oculis Holding at overweight.
- Truist reiterates Nvidia at buy, raising price target.
- Cantor Fitzgerald initiates Terrestrial Energy at overweight, seeing it as a nuclear beneficiary.
- Rosenblatt initiates Taboola at buy, anticipating acceleration and re-rating.