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2024-04-10

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Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More

Here are the biggest calls on Wall Street on Tuesday:Morgan Stanley resumes Cisco as overweightMorgan Stanley said it sees “double digit overall shareholder return potential.”“Cisco is trading at / ne

Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More

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FY25 earnings outlook are also close to a floor level.”</p><h2 id=\"id_2291145156\" style=\"text-align: start;\">Barclays downgrades American Express to equal weight from overweight</h2><p>Barclays sees “limited upside” on valuation for the stock.</p><p>“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”</p><h2 id=\"id_4047602339\" style=\"text-align: start;\">BMO upgrades Chemours to outperform from market perform</h2><p>BMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.</p><p>“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”</p><h2 id=\"id_2035075072\" style=\"text-align: start;\">Wells Fargo upgrades Digital Realty Trust to overweight from equal weight</h2><p>Wells Fargo sees numerous catalysts ahead for the real estate investment trust.</p><p>“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”</p><h2 id=\"id_514781485\" style=\"text-align: start;\">Compass Point downgrades Wells Fargo to neutral from buy</h2><p>Compass sees a more balanced risk/reward for shares of Wells Fargo.</p><p>“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”</p><h2 id=\"id_1345237615\" style=\"text-align: start;\">Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weight</h2><p>Morgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.</p><p>“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”</p><h2 id=\"id_757412039\" style=\"text-align: start;\">Jefferies initiates TE Connectivity at buy</h2><p>Jefferies likes the company’s exposure to Chinese automakers.</p><p>“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”</p><h2 id=\"id_2562605002\" style=\"text-align: start;\">RBC upgrades First Horizon to outperform from sector perform</h2><p>RBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.</p><p>“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”</p><h2 id=\"id_579754222\" style=\"text-align: start;\">Goldman Sachs upgrades Molson Coors to buy from neutral</h2><p>Goldman said in its upgrade of the brewer that it sees strengthening share gains.</p><p>“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”</p><h2 id=\"id_4286189019\" style=\"text-align: start;\">Wells Fargo initiates Monday.com as overweight</h2><p>Wells said the project management software company offers “attractive growth.”</p><p>“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress &amp; new product cycles, to maintain outsized growth/margin expansion.”</p><h2 id=\"id_1280068899\" style=\"text-align: start;\">Wells Fargo initiates GitLab as overweight</h2><p>Wells sees the software company’s stock at an attractive entry point.</p><p>“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”</p><h2 id=\"id_3101092375\" style=\"text-align: start;\">Rosenblatt initiates TeraWulf at buy</h2><p>Rosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”</p><p>“We initiate coverage of WULF with a Buy rating and $4.20 price target.”</p><h2 id=\"id_3640758362\" style=\"text-align: start;\">TD Cowen reiterates Alphabet at outperform</h2><p>TD raised its price target on the Google and YouTube parent to $170 per share from $165.</p><p>“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”</p><h2 id=\"id_954524338\" style=\"text-align: start;\">William Blair initiates Tradeweb Markets at outperform</h2><p>William Blair said the electronic marketplace is a market leader.</p><p>“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”</p><h2 id=\"id_3940318741\" style=\"text-align: start;\">TD Cowen upgrades GE Aerospace to outperform from market perform</h2><p>TD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”</p><p>“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power &amp; renewables assets (GE Vernova).”</p><h2 id=\"id_3108638422\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America said its survey checks show App Store growth increasing.</p><p>“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”</p><h2 id=\"id_989599442\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla at overweight</h2><p>Morgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.</p><p>“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”</p><h2 id=\"id_1671093183\" style=\"text-align: start;\">Barclays reiterates Netflix at equal weight</h2><p>Barclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.</p><p>“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”</p><h2 id=\"id_3925055840\" style=\"text-align: start;\">Bank of America upgrades Ally Financial to buy from neutral</h2><p>Bank of America said the bank holding company has “credit leverage.”</p><p>“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”</p><h2 id=\"id_1589650856\" style=\"text-align: start;\">Bank of America initiates Frontier a buy</h2><p>Bank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”</p><p>“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”</p><h2 id=\"id_3870255266\" style=\"text-align: start;\">Bank of America upgrades Freeport-McMoRan to buy from neutral</h2><p>Bank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.</p><p>“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”</p><h2 id=\"id_3365310689\" style=\"text-align: start;\">JPMorgan upgrades American Eagle to overweight from neutral</h2><p>JPMorgan said it sees brand momentum after meeting with AEO’s management.</p><p>“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”</p><h2 id=\"id_360163446\" style=\"text-align: start;\">Rosenblatt initiates Bitdeer Technologies as buy</h2><p>Rosenblatt said it’s bullish on shares of the bitcoin miner.</p><p>“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”</p><h2 id=\"id_1198603572\" style=\"text-align: start;\">Wolfe upgrades U.S. Steel to outperform from peer perform</h2><p>Wolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.</p><p>“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”</p><h2 id=\"id_2828198900\" style=\"text-align: start;\">KBW initiates nCino as outperform</h2><p>KBW said in its initiation of the software company that it sees a compelling entry point for nCino.</p><p>“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”</p><h2 id=\"id_1536231272\" style=\"text-align: start;\">DA Davidson reiterates Nvidia as neutral</h2><p>DA Davidson is concerned about a downturn affecting Nvidia in 2026.</p><p>“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-09 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_663519422\" style=\"text-align: start;\">Morgan Stanley resumes Cisco as overweight</h2><p>Morgan Stanley said it sees “double digit overall shareholder return potential.”</p><p>“Cisco is trading at / near record discount to S&amp;P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”</p><h2 id=\"id_873712341\" style=\"text-align: start;\">Raymond James initiates Permian Resources as buy</h2><p>Raymond James said the Permian Basin oil and gas company is well positioned.</p><p>“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”</p><h2 id=\"id_1107121316\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman lowered its price target on the EV maker to $175 per share from $190.</p><p>“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”</p><h2 id=\"id_736783547\" style=\"text-align: start;\">Bank of America upgrades Infosys to buy from neutral</h2><p>Bank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.</p><p>“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”</p><h2 id=\"id_2291145156\" style=\"text-align: start;\">Barclays downgrades American Express to equal weight from overweight</h2><p>Barclays sees “limited upside” on valuation for the stock.</p><p>“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”</p><h2 id=\"id_4047602339\" style=\"text-align: start;\">BMO upgrades Chemours to outperform from market perform</h2><p>BMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.</p><p>“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”</p><h2 id=\"id_2035075072\" style=\"text-align: start;\">Wells Fargo upgrades Digital Realty Trust to overweight from equal weight</h2><p>Wells Fargo sees numerous catalysts ahead for the real estate investment trust.</p><p>“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”</p><h2 id=\"id_514781485\" style=\"text-align: start;\">Compass Point downgrades Wells Fargo to neutral from buy</h2><p>Compass sees a more balanced risk/reward for shares of Wells Fargo.</p><p>“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”</p><h2 id=\"id_1345237615\" style=\"text-align: start;\">Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weight</h2><p>Morgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.</p><p>“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”</p><h2 id=\"id_757412039\" style=\"text-align: start;\">Jefferies initiates TE Connectivity at buy</h2><p>Jefferies likes the company’s exposure to Chinese automakers.</p><p>“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”</p><h2 id=\"id_2562605002\" style=\"text-align: start;\">RBC upgrades First Horizon to outperform from sector perform</h2><p>RBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.</p><p>“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”</p><h2 id=\"id_579754222\" style=\"text-align: start;\">Goldman Sachs upgrades Molson Coors to buy from neutral</h2><p>Goldman said in its upgrade of the brewer that it sees strengthening share gains.</p><p>“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”</p><h2 id=\"id_4286189019\" style=\"text-align: start;\">Wells Fargo initiates Monday.com as overweight</h2><p>Wells said the project management software company offers “attractive growth.”</p><p>“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress &amp; new product cycles, to maintain outsized growth/margin expansion.”</p><h2 id=\"id_1280068899\" style=\"text-align: start;\">Wells Fargo initiates GitLab as overweight</h2><p>Wells sees the software company’s stock at an attractive entry point.</p><p>“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”</p><h2 id=\"id_3101092375\" style=\"text-align: start;\">Rosenblatt initiates TeraWulf at buy</h2><p>Rosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”</p><p>“We initiate coverage of WULF with a Buy rating and $4.20 price target.”</p><h2 id=\"id_3640758362\" style=\"text-align: start;\">TD Cowen reiterates Alphabet at outperform</h2><p>TD raised its price target on the Google and YouTube parent to $170 per share from $165.</p><p>“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”</p><h2 id=\"id_954524338\" style=\"text-align: start;\">William Blair initiates Tradeweb Markets at outperform</h2><p>William Blair said the electronic marketplace is a market leader.</p><p>“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”</p><h2 id=\"id_3940318741\" style=\"text-align: start;\">TD Cowen upgrades GE Aerospace to outperform from market perform</h2><p>TD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”</p><p>“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power &amp; renewables assets (GE Vernova).”</p><h2 id=\"id_3108638422\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America said its survey checks show App Store growth increasing.</p><p>“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”</p><h2 id=\"id_989599442\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla at overweight</h2><p>Morgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.</p><p>“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”</p><h2 id=\"id_1671093183\" style=\"text-align: start;\">Barclays reiterates Netflix at equal weight</h2><p>Barclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.</p><p>“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”</p><h2 id=\"id_3925055840\" style=\"text-align: start;\">Bank of America upgrades Ally Financial to buy from neutral</h2><p>Bank of America said the bank holding company has “credit leverage.”</p><p>“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”</p><h2 id=\"id_1589650856\" style=\"text-align: start;\">Bank of America initiates Frontier a buy</h2><p>Bank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”</p><p>“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”</p><h2 id=\"id_3870255266\" style=\"text-align: start;\">Bank of America upgrades Freeport-McMoRan to buy from neutral</h2><p>Bank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.</p><p>“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”</p><h2 id=\"id_3365310689\" style=\"text-align: start;\">JPMorgan upgrades American Eagle to overweight from neutral</h2><p>JPMorgan said it sees brand momentum after meeting with AEO’s management.</p><p>“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”</p><h2 id=\"id_360163446\" style=\"text-align: start;\">Rosenblatt initiates Bitdeer Technologies as buy</h2><p>Rosenblatt said it’s bullish on shares of the bitcoin miner.</p><p>“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”</p><h2 id=\"id_1198603572\" style=\"text-align: start;\">Wolfe upgrades U.S. Steel to outperform from peer perform</h2><p>Wolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.</p><p>“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”</p><h2 id=\"id_2828198900\" style=\"text-align: start;\">KBW initiates nCino as outperform</h2><p>KBW said in its initiation of the software company that it sees a compelling entry point for nCino.</p><p>“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”</p><h2 id=\"id_1536231272\" style=\"text-align: start;\">DA Davidson reiterates Nvidia as neutral</h2><p>DA Davidson is concerned about a downturn affecting Nvidia in 2026.</p><p>“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOG":"谷歌","AAPL":"苹果","NVDA":"英伟达","CSCO":"思科","GOOGL":"谷歌A","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129671183","content_text":"Here are the biggest calls on Wall Street on Tuesday:Morgan Stanley resumes Cisco as overweightMorgan Stanley said it sees “double digit overall shareholder return potential.”“Cisco is trading at / near record discount to S&P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”Raymond James initiates Permian Resources as buyRaymond James said the Permian Basin oil and gas company is well positioned.“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”Goldman Sachs reiterates Tesla as neutralGoldman lowered its price target on the EV maker to $175 per share from $190.“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”Bank of America upgrades Infosys to buy from neutralBank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”Barclays downgrades American Express to equal weight from overweightBarclays sees “limited upside” on valuation for the stock.“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”BMO upgrades Chemours to outperform from market performBMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”Wells Fargo upgrades Digital Realty Trust to overweight from equal weightWells Fargo sees numerous catalysts ahead for the real estate investment trust.“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”Compass Point downgrades Wells Fargo to neutral from buyCompass sees a more balanced risk/reward for shares of Wells Fargo.“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weightMorgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”Jefferies initiates TE Connectivity at buyJefferies likes the company’s exposure to Chinese automakers.“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”RBC upgrades First Horizon to outperform from sector performRBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”Goldman Sachs upgrades Molson Coors to buy from neutralGoldman said in its upgrade of the brewer that it sees strengthening share gains.“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”Wells Fargo initiates Monday.com as overweightWells said the project management software company offers “attractive growth.”“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress & new product cycles, to maintain outsized growth/margin expansion.”Wells Fargo initiates GitLab as overweightWells sees the software company’s stock at an attractive entry point.“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”Rosenblatt initiates TeraWulf at buyRosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”“We initiate coverage of WULF with a Buy rating and $4.20 price target.”TD Cowen reiterates Alphabet at outperformTD raised its price target on the Google and YouTube parent to $170 per share from $165.“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”William Blair initiates Tradeweb Markets at outperformWilliam Blair said the electronic marketplace is a market leader.“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”TD Cowen upgrades GE Aerospace to outperform from market performTD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power & renewables assets (GE Vernova).”Bank of America reiterates Apple as buyBank of America said its survey checks show App Store growth increasing.“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”Morgan Stanley reiterates Tesla at overweightMorgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”Barclays reiterates Netflix at equal weightBarclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”Bank of America upgrades Ally Financial to buy from neutralBank of America said the bank holding company has “credit leverage.”“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”Bank of America initiates Frontier a buyBank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”Bank of America upgrades Freeport-McMoRan to buy from neutralBank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”JPMorgan upgrades American Eagle to overweight from neutralJPMorgan said it sees brand momentum after meeting with AEO’s management.“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”Rosenblatt initiates Bitdeer Technologies as buyRosenblatt said it’s bullish on shares of the bitcoin miner.“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”Wolfe upgrades U.S. Steel to outperform from peer performWolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”KBW initiates nCino as outperformKBW said in its initiation of the software company that it sees a compelling entry point for nCino.“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”DA Davidson reiterates Nvidia as neutralDA Davidson is concerned about a downturn affecting Nvidia in 2026.“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”","news_type":1,"symbols_score_info":{"GOOG":1.1,"GOOGL":1.1,"TSLA":1.1,"NFLX":1.1,"AAPL":1.1,"NVDA":1.1,"CSCO":1.1}},"isVote":1,"tweetType":1,"viewCount":2244,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}