Here are Monday's biggest analyst calls: Nvidia, Oracle, Amazon, Starbuck's, Ollie's, Microsoft, Walmart & more
Here are the biggest calls on Wall Street on Monday.
TL;DR
- Wells Fargo reiterates Oracle as overweight, citing negative sentiment not reflecting its value.
- Stifel reiterates Nvidia as buy, highlighting its AI infrastructure leadership.
- Deutsche Bank reiterates Woodward as buy, raising its price target and calling it an 'aftermarket gold mine'.
- Raymond James upgrades Cummins to outperform, anticipating a trucking market recovery.
- Wells Fargo initiates Arcellx at overweight, recognizing its market leadership.
- Morgan Stanley reiterates Starbucks as overweight, seeing early signs of a successful turnaround.
- Jefferies initiates BlackSky Technology at buy, finding its satellite imagery offering attractive.
- Bank of America reiterates Amazon and Walmart as buy, positioning them well after holiday pricing surveys.
- Loop upgrades Ollie's to buy, considering the discount retailer undervalued.
- Wedbush reiterates Microsoft as outperform, maintaining its rating and price target.
- Citigroup adds a positive catalyst watch on Marvell Technology, bullish ahead of CES and anticipating sales growth driven by AI data centers.