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Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Netflix, Carvana, Tyson Foods, Twilio & more
Here are Monday's biggest calls on Wall Street.
TL;DR
- Jefferies upgraded Boot Barn to buy, citing robust demand and a reset valuation.
- KBW initiated Sezzle with an outperform rating, highlighting underappreciated profitable growth.
- Morgan Stanley named Seagate a top pick, considering it an underappreciated data center stock.
- Deutsche Bank downgraded Avis Budget to hold, citing fundamental reasons.
- Jefferies upgraded Twilio to buy, noting attractive fundamentals and relevance in an AI world.
- JPMorgan initiated MDA Space as overweight, believing the shares have room to run.
- KeyBanc reiterated Nvidia as overweight, stating it remains uniquely positioned.
- Goldman Sachs upgraded Netflix to buy, seeing an attractive risk/reward.
- Jefferies downgraded Las Vegas Sands to hold, expressing concerns about earnings growth.
- Piper Sandler upgraded Tyson Foods to overweight, seeing near-term catalysts in beef and chicken.
- Bank of America initiated PayPay as buy, anticipating accelerating growth.
- Wells Fargo upgraded Olin to overweight, citing a stronger outlook for 2026E.
- Bank of America downgraded Carvana to neutral, viewing the risk/reward as more balanced.
- Barclays upgraded Rocket Companies and First American to overweight based on valuation.
- BMO upgraded Northern Trust to outperform, seeing earnings upside.
- TD Cowen initiated ThredUp as buy, pointing to compounding growth.
- Melius upgraded Amkor to buy, expressing bullishness on the semiconductor test company.
- Evercore ISI upgraded Waters to outperform, believing in a comeback narrative.
- Bank of America reiterated Apple as buy, bullish on the MacBook Neo.
- Jefferies upgraded Kratos to buy, identifying a compelling entry point.
- JPMorgan reiterated Tesla as underweight, lowering estimates after the recent deliveries report.