Here are the biggest calls on Wall Street on Monday:
Oppenheimer reiterates Nvidia & Broadcom as outperform
Oppenheimer says it’s sticking with both stocks.
“We remain bullish on the long-term outlook for semis, led by our AI-leveraged favorites: NVDA, AVGO, MRVL, and MPWR.”
Melius reiterates Apple as buy
The firm says the stock is “regaining ground.”
“Given Apple’s free cash flow and we are about to embark on one of its most lucrative product rollouts since the big screen iPhones in 2014 - there is a case for Apple’s stock regaining some ground.”
Morgan Stanley reiterates Meta as overweight
Morgan Stanley lowered its price target to $775 per share from $825 but says the stock remains a top idea.
“Sentiment Has Troughed…It’s Time to Buy META: META sentiment has troughed due to GenAI ROIC and long-term positioning fears, and more recently macro ad market and regulatory question marks.”
Needham reiterates Netflix as buy
Needham says the bull case for Netflix is coming on.
“NFLX hit a high of ~$134/share on June 30, 2025, about 9 months ago. Last month (Feb 2026), NFLX hit a low of ~$75/share, when it was ‘winning’ the takeover battle for WBD. Today, NFLX shares have only rebounded to ~$93/share.”
JPMorgan initiates Seagate as overweight
JPMorgan says it sees “pricing tailwinds.”
“We are initiating coverage on shares of Seagate with an Overweight rating, despite the 350% rise in the share price from early 2025 (vs. 11% for S&P 500) on the opportunity for significant upside to consensus estimates, with the HDD [hard disk drive] industry positioned to benefit from both strong demand stemming from hyperscaler capex plans as well as pricing tailwinds.”
Wolfe upgrades CrowdStrike to outperform from peer perform
Wolfe says it sees a compelling entry point.
“Anthropic’s upcoming model release has the potential to ignite a machine speed cyberwar the likes of which we have never seen. We believe this could drive more vendor consolidation and tailwinds for CRWD, leading to ARR [annual recurring revenue] acceleration in FY27.”
HSBC upgrades Carnival to buy from hold
HSBC says Carnival shares are trading at a discount.
“While we think the current share price largely reflects fuel-related risk, we also think the market is underestimating the resilience of experience-led demand, the strong value proposition, and its fleet of mobile assets able to shift deployment according to demand.”
Jefferies upgrades Expedia and Instacart to buy from hold
Jefferies said in its upgrade of both stocks that it’s going with “fundamentals over fear.”
“However, recent developments suggest Internet is evolving into an AI beneficiary, turning the recent sell-off into a buying opportunity. Our positive outlook leads us to upgrade EXPE and CART, which appear poised for cons upside, trade at notable growth-adjusted discounts, and are less exposed to geopolitical risks.”
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