Here Monday's biggest analyst calls: Nvidia, Tesla, Apple, Viking, Hershey, Marriott, Dollar General & more
Here are the biggest calls on Wall Street on Monday.
TL;DR
- Jefferies upgrades Fastenal to buy, KLA Corp. to buy, and Trex to buy, while reiterating an outperform rating for Viking Holdings.
- JPMorgan upgrades Dollar General to overweight and IMAX to overweight, while reiterating Tesla as outperform.
- Macquarie initiates Pony AI at outperform, citing rapid deployment in China.
- Bank of America upgrades Bristol-Myers Squibb to buy, initiates Central Bancompany at buy, and names Thermo Fisher a top pick.
- Wedbush reiterates Tesla as outperform, highlighting AI and robotics advancements.
- UBS initiates Waystar at buy and Valley National Bank at buy.
- Morgan Stanley upgrades Doximity to overweight and Hershey to overweight.
- Goldman Sachs lifts Marriott to buy, upgrades Las Vegas Sands to buy, initiates SiTime at buy, but downgrades Texas Instruments and Arm Holdings to sell.
- Bernstein reiterates Nvidia as outperform, emphasizing the large datacenter opportunity.
- KeyBanc downgrades Adobe and ServiceNow to underweight, but upgrades Trane Technologies to overweight.
- Roth downgrades Costco to sell, citing fading renewal rates and slowing member growth.
- Deutsche Bank upgrades McCormick to buy, calling it a top idea for 2026.
- BTIG upgrades Enersys to buy, noting its role in data center technology.
- Wells Fargo upgrades Masco to overweight, citing reasonable valuation.
- Susquehanna initiates Fabrinet at positive, positioning it as an NVIDIA supply partner.
- Evercore ISI initiates Honeywell at outperform and GE Vernova at outperform, highlighting growth prospects.
- Wolfe downgrades AT&T to peer perform due to a lack of visibility.
- Evercore ISI reiterates Apple as outperform, citing long-term opportunities.