economy
Here are Friday's biggest analyst calls: Nvidia, Apple, Netflix, JPMorgan, Affirm, UnitedHealth, WeRide & more
Here are the biggest calls on Wall Street on Friday.
TL;DR
- Bank of America reiterated Apple as a 'buy,' citing its high quality and resilient services growth.
- Mizuho downgraded NXPI Semiconductors to 'sell' due to its exposure to the auto sector.
- Bank of America added JPMorgan to its US1 list and removed Goldman Sachs.
- RBC initiated Woodward with an 'outperform' rating, highlighting its strong position in aerospace and defense.
- Bank of America maintained its 'buy' rating for Netflix following its earnings report.
- Goldman Sachs initiated Corvus Pharmaceuticals and WeRide with 'buy' ratings, citing differentiated offerings and market leadership respectively.
- Rothschild & Co Redburn initiated Repligen at 'buy,' recognizing it as a leader in bioprocessing.
- Oppenheimer reiterated Nvidia with an 'outperform' rating, expressing bullishness ahead of earnings.
- Mizuho upgraded STMicroelectronics and Texas Instruments, seeing tailwinds from an industrial recovery.
- Stifel upgraded Onto Innovation to 'buy,' anticipating significant upside.
- BMO initiated Netstreit with an 'outperform' rating, showing optimism for the commercial real estate company.
- William Blair initiated W & T Offshore at 'outperform,' praising its operational focus.
- RBC initiated Golub Capital with an 'outperform' rating, noting its strong positioning.
- Morgan Stanley named Affirm Holdings and UnitedHealth as top picks, citing catalyst paths and favorable rate environments.
- UBS initiated Amneal Pharmaceuticals at 'buy,' seeing a compelling entry point.
- Bank of America upgraded Petrobras to 'buy,' supported by robust cash flow and dividend yield.