Stocks Friday from analyst calls like Nvidia
Here are Friday’s biggest calls on Wall Street: Wells Fargo reiterates Tesla as underweight Wells said Tesla shares are overvalued. “Remain UW; Too Much ‘Hype’ Baked In.” Mizuho initiates Viking Holdings as underperform Mizuho said the competition is too tough right now for Viking. “We’d Book the Cruise, Not the Stock; Risk/Reward Skewed: Initiating Underperform.” Morgan Stanley reiterates Nvidia as overweight Morgan Stanley said it’s sticking with Nvidia. “Our thoughts on the stock: We remain positive on the short- and long-term outlook here, and while the market is more optimistic now vs. 3-6 months ago, we still see the stock climbing a wall of worry from here.” BMO upgrades Weatherford as outperform BMO said the drilling company has international reach. “We are initiating coverage of Weatherford (WFRD) at Outperform with an $82 target price.” HSBC upgrades Synchrony to buy from hold HSBC said shares of the consumer lending company are compelling at current levels. ” Upgrade Synchrony (SYF ) to Buy. good credit performance, better growth, discounted valuation.” Baird upgrades Littelfuse to outperform from neutral Baird said it has “cyclical conviction” in the electronics company. “Upgrading LFUS to Outperform. This improved backdrop has increased our cyclical conviction (passive recovery durability + power semi inflection).” Macquarie upgrades Baidu to outperform from neutral Macquarie said it sees “hidden value” in the internet services company. “We see Baidu pivoting towards more diversified revenue streams, with positive option value arising from both AI cloud and robotaxis.” TD Cowen reiterates Advanced Micro Devices as buy TD Cowen raised its price target on AMD to $270 per share from $195. “Neutral into the print on AMD (Buy): This would be positive, but after the landmark deal with OpenAI sent shares up 64% on the week, and with its 11/11 analyst day coming, the beat/raise we expect is unlikely to be a major catalyst.” Read more. William Blair upgrades nCino to outperform from market perform The firm said it sees a “compelling opportunity” for the software company. “We are upgrading nCino shares to Outperform from Market Perform as we believe the company is progressing against the initiatives outlined at its May 2025 investor day/user conference.” JPMorgan adds SharkNinja to the focus list JPM said investors should buy the weakness in the consumer products company. “Adding Shark Ninja (OW-rated) to the Analyst Focus List (Growth Idea). We believe the recent sell-off is a buy opportunity for medium to long term investors, despite the near term sales deceleration.” Jefferies upgrades Core Natural Resources to buy from hold Jefferies said in its upgrade of the energy company that coal is making a comeback. “The outlook for thermal coal in the US is improving due to power demand growth, in part for data centers. This justifies higher volume assumptions for US producers leading to higher long-term EBITDA and FCF forecasts. It also justifies higher equity valuations as terminal values are no longer zero. We reiterate our Buy rating on BTU and upgrade CNR from Hold to Buy.” Citi reiterates Oracle as buy Citi raised its price target to $415 per share from $395. “After a historic Q1 , ORCL shares have traded off 10%+ from recent highs on concerns around quality of backlog, profitability concerns following a slew of press reports and broader AI bubble/circularity concerns.” Read more. Jefferies reiterates Caterpillar as buy Jefferies said the construction equipment company is well positioned for data centers. “We reveiw the landscape, and see CAT as best positioned, given their broad offerings of recip and turbine engines and microgrid capabilities” JPMorgan upgrades NetEase to overweight from neutral The firm said it’s bullish on the China internet gaming company. “We have become incrementally positive on NetEase’s 2026 key game pipelines and upgrade the stock to OW. Our 2026/27E net profit are now 2%/10% higher than consensus.” Citi initiates Aptiv as buy Citi said the vehicle technology company is well positioned. “We are initiating coverage of APTV with a Buy rating and a $109 price target.” Bank of America reiterates Ferrari as buy Bank of America lowered its price target to $450 per share from $496. ” Ferrari is a niche automotive manufacturer, focused on the design/production of luxury performance sports cars, along with its Formula 1 team. In our view, the company is a unique asset, with resilient financial performance, significant intangible brand value, and a true luxury status.” ( Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here . )
