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Top Calls on Wall Street: Nvidia, Oracle, Apple, Tesla, Nike, FedEx, CoreWeave and More

Here are the biggest calls on Wall Street on Friday:Citizens JMP upgrades Stryker to market outperform from market performCitizens says the medical technology company offers flawless execution.“We...

Top Calls on Wall Street: Nvidia, Oracle, Apple, Tesla, Nike, FedEx, CoreWeave and More

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":512544561992168,"tweetId":"512544561992168","gmtCreate":1766160503556,"gmtModify":1766160781821,"author":{"id":4223422361357552,"idStr":"4223422361357552","authorId":4223422361357552,"authorIdStr":"4223422361357552","name":"Lee Jasmine","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>What should I invest for the stable dividend unit trust?&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>What should I invest for the stable dividend unit trust?&nbsp;</p></body></html>","text":"What should I invest for the stable dividend unit trust?","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/512544561992168","repostId":1154456505,"repostType":2,"repost":{"id":"1154456505","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1766157104,"share":"https://ttm.financial/m/news/1154456505?lang=en_US&edition=fundamental","pubTime":"2025-12-19 23:11","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Oracle, Apple, Tesla, Nike, FedEx, CoreWeave and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1154456505","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Friday:Citizens JMP upgrades Stryker to market outperform from market performCitizens says the medical technology company offers flawless execution.“We...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Friday:</p><h3 id=\"id_934839142\" style=\"text-align: start;\">Citizens JMP upgrades Stryker to market outperform from market perform</h3><p style=\"text-align: start;\">Citizens says the medical technology company offers flawless execution.</p><p>“We upgrade our rating on shares of Stryker Corporation from Market Perform to Market Outperform and establish a $440 price target.”</p><h3 id=\"id_1443258924\" style=\"text-align: start;\">KeyBanc initiates LivaNova as overweight</h3><p style=\"text-align: start;\">Key says the med tech company is underappreciated.</p><p>“We believe LIVN is in the midst of an underappreciated performance inflection, and see multiple sources of potential upside vs. expectations.”</p><h3 id=\"id_4073720101\" style=\"text-align: start;\">JPMorgan downgrades Lockheed Martin to neutral from overweight</h3><p style=\"text-align: start;\">The bank says it sees too many headwinds for the defense contractor.</p><p>“LMT has underperformed this year and perhaps we’ll regret not sticking with a less popular call for longer, but with our out-year cash flow estimates below consensus, we are moving to the sidelines.”</p><h3 id=\"id_3344833222\" style=\"text-align: start;\">UBS reiterates FedEx as buy</h3><p style=\"text-align: start;\">UBS says it’s sticking with the stock following earnings on Thursday.</p><p>“We continue to apply a 14x P/E to our CY2027E EPS of $22.46/share to derive our price target of $314. In our view, rising visibility to future margin improvement remains a key factor for FDX.”</p><h3 id=\"id_1877177524\" style=\"text-align: start;\">Morgan Stanley initiates Arthur J Gallagher at overweight</h3><p style=\"text-align: start;\">Morgan Stanley sees “steady organic growth” for the insurance company.</p><p>“Despite the decelerating commercial property pricing, contingent revenue, declining valuation, and other headwinds, Arthur J. Gallagher (AJG) should see steady organic growth over the next several years.”</p><h3 id=\"id_835061554\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h3><p style=\"text-align: start;\">The firm says its checks show Apple’s iPhone 17 demand remains robust.</p><p>“Preliminary C1Q26 iPhone builds at 56M (+12% Y/Y) shows sustainability in iPhone 17 demand.”</p><h3 id=\"id_752138981\" style=\"text-align: start;\">Wells Fargo upgrades Generac to overweight from equal weight</h3><p style=\"text-align: start;\">Wells Fargo sees “accelerating growth.”</p><p>“We’re upgrading GNRC to Overweight from Equal Weight amid the recent pullback &amp; an accelerating growth outlook for diesel gensets as backup power for AI data centers.”</p><p style=\"text-align: start;\">Read more.</p><h3 id=\"id_175286830\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h3><p style=\"text-align: start;\">Deutsche raises its price target to $500 per share from $470 ahead of Tesla’s deliveries report.</p><p>“We expect Tesla’s 4Q25 deliveries to track below consensus expectations and our previous estimate due to lower volume from the US and to some extent China.”</p><h3 id=\"id_2643627893\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h3><p style=\"text-align: start;\">Goldman says it’s keeping with a buy on shares of Nike, but has concerns after its earnings report Thursday.</p><p>“We step away from the quarter incrementally cautious on the timeline and cadence of recovery at NKE.”</p><h3 id=\"id_328534280\" style=\"text-align: start;\">Wedbush reiterates Rivian as outperform</h3><p style=\"text-align: start;\">Wedbush raised its price target on shares of Rivian</p><p>“We are raising our price target of RIVN from $16 to $25 while maintaining our OUTPERFORM rating as 2026 represents a significant year for the company with the launch of R2 in 1H26 expected to drive improving delivery metrics...”</p><h3 id=\"id_661427538\" style=\"text-align: start;\">Barclays initiates Parsons at overweight</h3><p style=\"text-align: start;\">Barclays says it likes the infrastructure company’s Middle East exposure.</p><p>″...we initiate on PSN with an OW as govt services and strong exposure to an expanding Middle East adds fuel to a U.S. infrastructure story that’s maturing, but the company is well positioned in.”</p><h3 id=\"id_1156328671\" style=\"text-align: start;\">Barclays upgrades Cummins to overweight from equal weight</h3><p style=\"text-align: start;\">Barclays sees several positive catalysts ahead for the machinery industrial stock.</p><p>“We raise CMI to OW on a combination of EPA 2027 pushing forward, R&amp;D expenses becoming less burdensome in the future, and power being the bridge (short term or long term).”</p><h3 id=\"id_2654235642\" style=\"text-align: start;\">Citizens JPM reiterates Oracle as market outperform</h3><p style=\"text-align: start;\">The firm says it’s sticking with shares of Oracle after reports Blue Owl Capital was pulling funding for a data center.</p><p>“We maintain our Market Outperform rating and $342 price target on Oracle Corporation after: on December 17 a Financial Times article stated that “Blue Owl Capital will not back a $10B deal for its next facility” and that ’Blue Owl had been in discussions with lenders and Oracle about investing in the planned 1 gigawatt data center being built to serve OpenAI in Saline Township, Michigan.”</p><h3 id=\"id_4255513165\" style=\"text-align: start;\">JPMorgan upgrades Paccar to overweight from neutral</h3><p style=\"text-align: start;\">JPMorgan sees a margin recovery for the commercial truck company.</p><p>“PCAR’s strong U.S. manufacturing footprint positions it to gain market share as competitors face higher tariff-related costs, potentially leading to significant incremental truck sales and revenue.”</p><h3 id=\"id_1617542151\" style=\"text-align: start;\">KeyBanc initiates Intuitive Machines at overweight</h3><p style=\"text-align: start;\">KeyBanc says in its initiation of Intuitive that the space and satellite company is best positioned.</p><p>“Leading player in lunar services with strong NASA ties.”</p><h3 id=\"id_3379650216\" style=\"text-align: start;\">Wells Fargo initiates Synaptics at overweight</h3><p style=\"text-align: start;\">Wells says the semiconductor company is an “emerging edge AI play.”</p><p>“SYNA offers an attractive risk / reward into 2026 as it accelerates its transition to an IoT chip supplier. We think Astra pipeline / demand updates will be positive catalysts for shares &amp; supportive of a val re-rate over time. Initiate OW; PT $95.”</p><h3 id=\"id_2007667644\" style=\"text-align: start;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: start;\">Bernstein urges investors to remain calm and says it’s standing by the stock.</p><p>“While we understand some of the AI angst that has affected the sector lately, we believe Nvidia is set up well into the new year.”</p><h3 id=\"id_3917359790\" style=\"text-align: start;\">Wedbush downgrades Lyft to underperform from neutral</h3><p style=\"text-align: start;\">Wedbush says it’s worried about the disruption caused by autonomous vehicles.</p><p>“In 2026, investors will more intensely debate the timeline in which AVs will expand to a greater share of consumers and the role that 3P [third party] distribution platforms like Uber and Lyft will play as the industry evolves. While the near-term financial impact to established ridesharing platforms is limited, over time, we expect AVs will disrupt the current status quo.”</p><h3 id=\"id_3877142258\" style=\"text-align: start;\">Citigroup resumes CoreWeave at buy</h3><p style=\"text-align: start;\">Citi resumes research coverage of CoreWeave and says it sees “robust demand.”</p><p>“We are Renewing Coverage after a restricted period with a $135 target price.”</p><h3 id=\"id_2961832317\" style=\"text-align: start;\">JPMorgan initiates Oculis Holding at overweight</h3><p style=\"text-align: start;\">JPMorgan says the biotech company is well positioned.</p><p>“We are initiating coverage of Oculis Holding AG (Oculis; OCS) with an Overweight rating and a Dec 2026 price target of $38.”</p><h3 id=\"id_4000099187\" style=\"text-align: start;\">Truist reiterates Nvidia at buy</h3><p style=\"text-align: start;\">The bank raised its price target to $275 per share from $255 on top idea Nvidia.</p><p>“In this construct, we favor Buy-rated AI infra companies NVDA, AMD, and AVGO, and derivatives MPWR, TTMI, APH, &amp; MTSI.”</p><h3 id=\"id_857052379\" style=\"text-align: start;\">Cantor Fitzgerald initiates Terrestrial Energy at overweight</h3><p style=\"text-align: start;\">Cantor says the company is a nuclear beneficiary.</p><p>“Terrestrial Energy’s integral molten salt reactor provides the necessary combination of features that we believe position the company well to succeed in both the grid power arena and as a provider of industrial heat.”</p><h3 id=\"id_1357794074\" style=\"text-align: start;\">Rosenblatt initiates Taboola at buy</h3><p style=\"text-align: start;\">Rosenblatt says in its initiation of Taboola that the web advertising platform has plenty more room to run.</p><p>“We see acceleration driving re-rating as confidence rises. We launch at BUY, with a $6 PT, up nearly 50%, assuming an 8x EV vs. 2026E adj. EBITDA, supported by a beatable 8%+ CAGR estimate.”</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, Oracle, Apple, Tesla, Nike, FedEx, CoreWeave and 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, Oracle, Apple, Tesla, Nike, FedEx, CoreWeave and 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\">2025-12-19 23:11</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 Friday:</p><h3 id=\"id_934839142\" style=\"text-align: start;\">Citizens JMP upgrades Stryker to market outperform from market perform</h3><p style=\"text-align: start;\">Citizens says the medical technology company offers flawless execution.</p><p>“We upgrade our rating on shares of Stryker Corporation from Market Perform to Market Outperform and establish a $440 price target.”</p><h3 id=\"id_1443258924\" style=\"text-align: start;\">KeyBanc initiates LivaNova as overweight</h3><p style=\"text-align: start;\">Key says the med tech company is underappreciated.</p><p>“We believe LIVN is in the midst of an underappreciated performance inflection, and see multiple sources of potential upside vs. expectations.”</p><h3 id=\"id_4073720101\" style=\"text-align: start;\">JPMorgan downgrades Lockheed Martin to neutral from overweight</h3><p style=\"text-align: start;\">The bank says it sees too many headwinds for the defense contractor.</p><p>“LMT has underperformed this year and perhaps we’ll regret not sticking with a less popular call for longer, but with our out-year cash flow estimates below consensus, we are moving to the sidelines.”</p><h3 id=\"id_3344833222\" style=\"text-align: start;\">UBS reiterates FedEx as buy</h3><p style=\"text-align: start;\">UBS says it’s sticking with the stock following earnings on Thursday.</p><p>“We continue to apply a 14x P/E to our CY2027E EPS of $22.46/share to derive our price target of $314. In our view, rising visibility to future margin improvement remains a key factor for FDX.”</p><h3 id=\"id_1877177524\" style=\"text-align: start;\">Morgan Stanley initiates Arthur J Gallagher at overweight</h3><p style=\"text-align: start;\">Morgan Stanley sees “steady organic growth” for the insurance company.</p><p>“Despite the decelerating commercial property pricing, contingent revenue, declining valuation, and other headwinds, Arthur J. Gallagher (AJG) should see steady organic growth over the next several years.”</p><h3 id=\"id_835061554\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h3><p style=\"text-align: start;\">The firm says its checks show Apple’s iPhone 17 demand remains robust.</p><p>“Preliminary C1Q26 iPhone builds at 56M (+12% Y/Y) shows sustainability in iPhone 17 demand.”</p><h3 id=\"id_752138981\" style=\"text-align: start;\">Wells Fargo upgrades Generac to overweight from equal weight</h3><p style=\"text-align: start;\">Wells Fargo sees “accelerating growth.”</p><p>“We’re upgrading GNRC to Overweight from Equal Weight amid the recent pullback &amp; an accelerating growth outlook for diesel gensets as backup power for AI data centers.”</p><p style=\"text-align: start;\">Read more.</p><h3 id=\"id_175286830\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h3><p style=\"text-align: start;\">Deutsche raises its price target to $500 per share from $470 ahead of Tesla’s deliveries report.</p><p>“We expect Tesla’s 4Q25 deliveries to track below consensus expectations and our previous estimate due to lower volume from the US and to some extent China.”</p><h3 id=\"id_2643627893\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h3><p style=\"text-align: start;\">Goldman says it’s keeping with a buy on shares of Nike, but has concerns after its earnings report Thursday.</p><p>“We step away from the quarter incrementally cautious on the timeline and cadence of recovery at NKE.”</p><h3 id=\"id_328534280\" style=\"text-align: start;\">Wedbush reiterates Rivian as outperform</h3><p style=\"text-align: start;\">Wedbush raised its price target on shares of Rivian</p><p>“We are raising our price target of RIVN from $16 to $25 while maintaining our OUTPERFORM rating as 2026 represents a significant year for the company with the launch of R2 in 1H26 expected to drive improving delivery metrics...”</p><h3 id=\"id_661427538\" style=\"text-align: start;\">Barclays initiates Parsons at overweight</h3><p style=\"text-align: start;\">Barclays says it likes the infrastructure company’s Middle East exposure.</p><p>″...we initiate on PSN with an OW as govt services and strong exposure to an expanding Middle East adds fuel to a U.S. infrastructure story that’s maturing, but the company is well positioned in.”</p><h3 id=\"id_1156328671\" style=\"text-align: start;\">Barclays upgrades Cummins to overweight from equal weight</h3><p style=\"text-align: start;\">Barclays sees several positive catalysts ahead for the machinery industrial stock.</p><p>“We raise CMI to OW on a combination of EPA 2027 pushing forward, R&amp;D expenses becoming less burdensome in the future, and power being the bridge (short term or long term).”</p><h3 id=\"id_2654235642\" style=\"text-align: start;\">Citizens JPM reiterates Oracle as market outperform</h3><p style=\"text-align: start;\">The firm says it’s sticking with shares of Oracle after reports Blue Owl Capital was pulling funding for a data center.</p><p>“We maintain our Market Outperform rating and $342 price target on Oracle Corporation after: on December 17 a Financial Times article stated that “Blue Owl Capital will not back a $10B deal for its next facility” and that ’Blue Owl had been in discussions with lenders and Oracle about investing in the planned 1 gigawatt data center being built to serve OpenAI in Saline Township, Michigan.”</p><h3 id=\"id_4255513165\" style=\"text-align: start;\">JPMorgan upgrades Paccar to overweight from neutral</h3><p style=\"text-align: start;\">JPMorgan sees a margin recovery for the commercial truck company.</p><p>“PCAR’s strong U.S. manufacturing footprint positions it to gain market share as competitors face higher tariff-related costs, potentially leading to significant incremental truck sales and revenue.”</p><h3 id=\"id_1617542151\" style=\"text-align: start;\">KeyBanc initiates Intuitive Machines at overweight</h3><p style=\"text-align: start;\">KeyBanc says in its initiation of Intuitive that the space and satellite company is best positioned.</p><p>“Leading player in lunar services with strong NASA ties.”</p><h3 id=\"id_3379650216\" style=\"text-align: start;\">Wells Fargo initiates Synaptics at overweight</h3><p style=\"text-align: start;\">Wells says the semiconductor company is an “emerging edge AI play.”</p><p>“SYNA offers an attractive risk / reward into 2026 as it accelerates its transition to an IoT chip supplier. We think Astra pipeline / demand updates will be positive catalysts for shares &amp; supportive of a val re-rate over time. Initiate OW; PT $95.”</p><h3 id=\"id_2007667644\" style=\"text-align: start;\">Bernstein reiterates Nvidia as outperform</h3><p style=\"text-align: start;\">Bernstein urges investors to remain calm and says it’s standing by the stock.</p><p>“While we understand some of the AI angst that has affected the sector lately, we believe Nvidia is set up well into the new year.”</p><h3 id=\"id_3917359790\" style=\"text-align: start;\">Wedbush downgrades Lyft to underperform from neutral</h3><p style=\"text-align: start;\">Wedbush says it’s worried about the disruption caused by autonomous vehicles.</p><p>“In 2026, investors will more intensely debate the timeline in which AVs will expand to a greater share of consumers and the role that 3P [third party] distribution platforms like Uber and Lyft will play as the industry evolves. While the near-term financial impact to established ridesharing platforms is limited, over time, we expect AVs will disrupt the current status quo.”</p><h3 id=\"id_3877142258\" style=\"text-align: start;\">Citigroup resumes CoreWeave at buy</h3><p style=\"text-align: start;\">Citi resumes research coverage of CoreWeave and says it sees “robust demand.”</p><p>“We are Renewing Coverage after a restricted period with a $135 target price.”</p><h3 id=\"id_2961832317\" style=\"text-align: start;\">JPMorgan initiates Oculis Holding at overweight</h3><p style=\"text-align: start;\">JPMorgan says the biotech company is well positioned.</p><p>“We are initiating coverage of Oculis Holding AG (Oculis; OCS) with an Overweight rating and a Dec 2026 price target of $38.”</p><h3 id=\"id_4000099187\" style=\"text-align: start;\">Truist reiterates Nvidia at buy</h3><p style=\"text-align: start;\">The bank raised its price target to $275 per share from $255 on top idea Nvidia.</p><p>“In this construct, we favor Buy-rated AI infra companies NVDA, AMD, and AVGO, and derivatives MPWR, TTMI, APH, &amp; MTSI.”</p><h3 id=\"id_857052379\" style=\"text-align: start;\">Cantor Fitzgerald initiates Terrestrial Energy at overweight</h3><p style=\"text-align: start;\">Cantor says the company is a nuclear beneficiary.</p><p>“Terrestrial Energy’s integral molten salt reactor provides the necessary combination of features that we believe position the company well to succeed in both the grid power arena and as a provider of industrial heat.”</p><h3 id=\"id_1357794074\" style=\"text-align: start;\">Rosenblatt initiates Taboola at buy</h3><p style=\"text-align: start;\">Rosenblatt says in its initiation of Taboola that the web advertising platform has plenty more room to run.</p><p>“We see acceleration driving re-rating as confidence rises. We launch at BUY, with a $6 PT, up nearly 50%, assuming an 8x EV vs. 2026E adj. EBITDA, supported by a beatable 8%+ CAGR estimate.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154456505","content_text":"Here are the biggest calls on Wall Street on Friday:Citizens JMP upgrades Stryker to market outperform from market performCitizens says the medical technology company offers flawless execution.“We upgrade our rating on shares of Stryker Corporation from Market Perform to Market Outperform and establish a $440 price target.”KeyBanc initiates LivaNova as overweightKey says the med tech company is underappreciated.“We believe LIVN is in the midst of an underappreciated performance inflection, and see multiple sources of potential upside vs. expectations.”JPMorgan downgrades Lockheed Martin to neutral from overweightThe bank says it sees too many headwinds for the defense contractor.“LMT has underperformed this year and perhaps we’ll regret not sticking with a less popular call for longer, but with our out-year cash flow estimates below consensus, we are moving to the sidelines.”UBS reiterates FedEx as buyUBS says it’s sticking with the stock following earnings on Thursday.“We continue to apply a 14x P/E to our CY2027E EPS of $22.46/share to derive our price target of $314. In our view, rising visibility to future margin improvement remains a key factor for FDX.”Morgan Stanley initiates Arthur J Gallagher at overweightMorgan Stanley sees “steady organic growth” for the insurance company.“Despite the decelerating commercial property pricing, contingent revenue, declining valuation, and other headwinds, Arthur J. Gallagher (AJG) should see steady organic growth over the next several years.”Morgan Stanley reiterates Apple as overweightThe firm says its checks show Apple’s iPhone 17 demand remains robust.“Preliminary C1Q26 iPhone builds at 56M (+12% Y/Y) shows sustainability in iPhone 17 demand.”Wells Fargo upgrades Generac to overweight from equal weightWells Fargo sees “accelerating growth.”“We’re upgrading GNRC to Overweight from Equal Weight amid the recent pullback & an accelerating growth outlook for diesel gensets as backup power for AI data centers.”Read more.Deutsche Bank reiterates Tesla as buyDeutsche raises its price target to $500 per share from $470 ahead of Tesla’s deliveries report.“We expect Tesla’s 4Q25 deliveries to track below consensus expectations and our previous estimate due to lower volume from the US and to some extent China.”Goldman Sachs reiterates Nike as buyGoldman says it’s keeping with a buy on shares of Nike, but has concerns after its earnings report Thursday.“We step away from the quarter incrementally cautious on the timeline and cadence of recovery at NKE.”Wedbush reiterates Rivian as outperformWedbush raised its price target on shares of Rivian“We are raising our price target of RIVN from $16 to $25 while maintaining our OUTPERFORM rating as 2026 represents a significant year for the company with the launch of R2 in 1H26 expected to drive improving delivery metrics...”Barclays initiates Parsons at overweightBarclays says it likes the infrastructure company’s Middle East exposure.″...we initiate on PSN with an OW as govt services and strong exposure to an expanding Middle East adds fuel to a U.S. infrastructure story that’s maturing, but the company is well positioned in.”Barclays upgrades Cummins to overweight from equal weightBarclays sees several positive catalysts ahead for the machinery industrial stock.“We raise CMI to OW on a combination of EPA 2027 pushing forward, R&D expenses becoming less burdensome in the future, and power being the bridge (short term or long term).”Citizens JPM reiterates Oracle as market outperformThe firm says it’s sticking with shares of Oracle after reports Blue Owl Capital was pulling funding for a data center.“We maintain our Market Outperform rating and $342 price target on Oracle Corporation after: on December 17 a Financial Times article stated that “Blue Owl Capital will not back a $10B deal for its next facility” and that ’Blue Owl had been in discussions with lenders and Oracle about investing in the planned 1 gigawatt data center being built to serve OpenAI in Saline Township, Michigan.”JPMorgan upgrades Paccar to overweight from neutralJPMorgan sees a margin recovery for the commercial truck company.“PCAR’s strong U.S. manufacturing footprint positions it to gain market share as competitors face higher tariff-related costs, potentially leading to significant incremental truck sales and revenue.”KeyBanc initiates Intuitive Machines at overweightKeyBanc says in its initiation of Intuitive that the space and satellite company is best positioned.“Leading player in lunar services with strong NASA ties.”Wells Fargo initiates Synaptics at overweightWells says the semiconductor company is an “emerging edge AI play.”“SYNA offers an attractive risk / reward into 2026 as it accelerates its transition to an IoT chip supplier. We think Astra pipeline / demand updates will be positive catalysts for shares & supportive of a val re-rate over time. Initiate OW; PT $95.”Bernstein reiterates Nvidia as outperformBernstein urges investors to remain calm and says it’s standing by the stock.“While we understand some of the AI angst that has affected the sector lately, we believe Nvidia is set up well into the new year.”Wedbush downgrades Lyft to underperform from neutralWedbush says it’s worried about the disruption caused by autonomous vehicles.“In 2026, investors will more intensely debate the timeline in which AVs will expand to a greater share of consumers and the role that 3P [third party] distribution platforms like Uber and Lyft will play as the industry evolves. While the near-term financial impact to established ridesharing platforms is limited, over time, we expect AVs will disrupt the current status quo.”Citigroup resumes CoreWeave at buyCiti resumes research coverage of CoreWeave and says it sees “robust demand.”“We are Renewing Coverage after a restricted period with a $135 target price.”JPMorgan initiates Oculis Holding at overweightJPMorgan says the biotech company is well positioned.“We are initiating coverage of Oculis Holding AG (Oculis; OCS) with an Overweight rating and a Dec 2026 price target of $38.”Truist reiterates Nvidia at buyThe bank raised its price target to $275 per share from $255 on top idea Nvidia.“In this construct, we favor Buy-rated AI infra companies NVDA, AMD, and AVGO, and derivatives MPWR, TTMI, APH, & MTSI.”Cantor Fitzgerald initiates Terrestrial Energy at overweightCantor says the company is a nuclear beneficiary.“Terrestrial Energy’s integral molten salt reactor provides the necessary combination of features that we believe position the company well to succeed in both the grid power arena and as a provider of industrial heat.”Rosenblatt initiates Taboola at buyRosenblatt says in its initiation of Taboola that the web advertising platform has plenty more room to run.“We see acceleration driving re-rating as confidence rises. We launch at BUY, with a $6 PT, up nearly 50%, assuming an 8x EV vs. 2026E adj. EBITDA, supported by a beatable 8%+ CAGR estimate.”","news_type":1,"symbols_score_info":{"ORCL":2,"NVDA":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":47,"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":47,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}