Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Tesla, Meta, AMD, BP, Costco, Nike & more
Here are Friday's biggest calls on Wall Street.
TL;DR
- Wells Fargo initiated coverage on Johnson Controls with an "overweight" rating, citing a "self-help" story and strong growth potential.
- UBS initiated Chemed as "buy" and upgraded Stem to "buy," highlighting attractive levels and an earnings inflection, respectively.
- Mizuho reiterated SpaceX as "outperform" due to its AI segment and initiated Tower Semiconductor as "outperform."
- Wolfe upgraded Fervo Energy to "outperform," while Citizens initiated Pursuit Attractions as "market outperform."
- Barclays initiated Ligand Pharmaceuticals as "overweight" and upgraded Humana to "overweight."
- Needham initiated PDF Solutions as "buy" and Wealthfront as "buy," noting their unique platforms.
- Canaccord initiated Merlin Labs as "buy," and Truist upgraded First Financial Bancorp to "buy."
- Seaport reiterated Nvidia as "sell," citing capacity limitations and growing competition.
- StoneX initiated Viking Holdings as "buy" and Mizuho initiated Tower Semiconductor as "outperform."
- HSBC upgraded BP to "buy," expecting faster deleveraging.
- Bernstein initiated CF Industries as "outperform" and upgraded 3M to "market perform."
- Bank of America reiterated Advanced Micro Devices as "buy" with a raised price target and downgraded Nike to "underperform."
- Bernstein reiterated Apple as "outperform" but noted margin concerns.
- JPMorgan initiated Genius Sports as "overweight," and KeyBanc initiated Lumexa Imaging Holdings as "overweight."
- Deutsche Bank reiterated Tesla as "buy" and Meta as "buy," raising its price target for Meta.
- Truist initiated Cardinal Infrastructure Group as "buy," citing long-term growth potential.
- Loop initiated Global Payments as "buy," anticipating significant upside.
- Goldman Sachs reiterated Costco as "buy" with a lowered price target.