Here are Monday’s biggest analyst calls: Nvidia, Apple, Tesla, Palantir, Zoom, Microsoft, Roku, Netflix & more – CNBC
Here are Monday’s biggest calls on Wall Street: Morgan Stanley upgrades Datadog to overweight from equal weight Morgan Stanley said it sees robust growth trends for Datadog. “The return of digital transformation & cloud migration initiatives and an emerging opportunity to monitor agentic apps are fueling accelerating core growth which should sustain thru 2027.” Wells Fargo upgrades ConocoPhillips to overweight from equal weight Wells said the oil and gas company has a compelling valuation. “We are upgrading COP to Overweight and raising our price target to $132, driven by an increase in dividend growth assumption within the DDM [dividend discount model] component of our valuation.” Bernstein upgrades Liberty Formula One to outperform from market perform Bernstein said investors should buy the dip. “We tactically upgrade Liberty F1 (FWONK) to Outperform into this year. The stock had a quiet 2025 (~flat), but we now see multiple avenues to inflect on upward estimate revisions tied to favorable deal-making in the year.” Bernstein reiterates Nvidia and Broadcom as top picks Bernstein said both stocks remain best ideas at the firm. “On the long side continue to like NVDA and AVGO as top picks as AI spending currently shows no signs of slowing, and valuations appear extremely attractive particularly as numbers seem to have a clear upward bias.” Barclays upgrades Amphenol to overweight from equal weight Barclays sees several tailwinds for the company. “We upgrade APH to Overweight and raise PT to $156 driven by strong tailwinds from APH content in data center AI architectures, the CCS [connectivity and cable solutions] acquisition tracking ahead of guidance, and content gains in all other end markets.” Bank of America reiterates Apple as buy Bank of America said it’s bullish on Apple ahead of earnings later this month. “As we head into F1Q26 (Dec Q) earnings after market close on Thur Jan 29, we see upside to ST [street] ests given continued strong sales of iPhone & double-digit growth in Services revs.” HSBC initiates Netflix as buy HSBC said investors should buy the dip. “Share price pullback an opportunity; initiate on NFLX at a Buy rating and USD107.00 target price.” Morgan Stanley initiates Medline as overweight Morgan Stanley said the medical distributor is a share gainer. “As the largest medical distributor in the US, MDLN is well placed to continue to take share in both core divisions and act as a partner to take cost out of the healthcare system.” Citi reiterates General Motors as buy Citi raised its price target on GM and says it’s sticking with its buy rating. “We increased our price target to $98 up from $86 to reflect a move towards 2026-27 results.” Read more. Citi upgrades Zoom to buy from neutral Citi said the stock’s valuation is “undemanding.” “We upgrade ZM to a Buy from Neutral/High Risk. The undemanding valuation now looks to have a clearer growth catalyst which we think can drive sustainable 5%+ top-line growth.” Citi upgrades Palantir to buy from neutral Citi said a “supercycle” is coming for Palantir in 2026. “We are upgrading PLTR to Buy/High-Risk from Neutral and raising estimates and our target price to $235. Shares have minted spectacular returns over the last few years as a vicious growth acceleration and equally impressive margin expansion has ‘broken’ traditional rule-of-40 and valuation frameworks.” Susquehanna upgrades Applied Materials to positive from neutral The firm said it sees higher wafer fab equipment spending benefiting the stock. “Also, upgrading A MAT (higher WFE) [wafer fab equipment].” UBS upgrades Vista Energy to buy from neutral UBS said the Mexico energy company is an “appealing growth story.” “We upgrade Vista t o Buy from Neutral and raise our PT to US$65/sh from US$50/sh. Our positive outlook is backed by: 1) a strong production growth expected for the coming years, and 2) a discounted valuation.” Goldman assumes Microsoft as buy After a change in analyst coverage the firm said the stock is “still one of the best secular growth stories in technology.” “We assume coverage on Microsoft w ith a Buy rating and a 12-month price target of $655 (up from $630 prior; 37% upside).” B. Riley upgrades Airbnb to buy from neutral B. Riley said the stock has an attractive valuation. “We’re upgrading Airbnb (ABNB, PT from $140 to $170) from Neutral to Buy to reflect an attractive valuation and prospects for sustained healthy growth and margin expansion, with room for upside in a stable demand environment for travel.” Morgan Stanley upgrades Akamai to overweight from underweight Morgan Stanley said the stock is at inflection point. “We think Akamai’s evolution from content delivery provider to a cloud infrastructure and security platform is approaching an inflection point” Read more. Bank of America upgrades Comcast to buy from neutral The firm said Comcast is an M & A player in 2026 and that it’s sports right are “critical.” “We are upgrading CMCSA to Buy with a $37 PO (from Neutral, $31) as we believe strategic action for NBCU is a necessity post Versant spin and recent deals.” Wells Fargo reiterates Tesla as underweight Wells raised its price target on the stock to $130 per share from $120 but says it still negative on Tesla in 2026. ” TSLA is valued as if robotaxi domination is inevitable. However, there is an undeniable risk that TSLA’s vision-only (VO) approach could prove not safe enough for robotaxis.” Bank of America reiterates Roku as buy The firm raised its price target on Roku to $140 per share from $115. “We commend Roku’s transformation over the last several years as the company has taken great strides to diversify their revenue base and reduce their overreliance on M & E.” Read more. Wells Fargo reiterates Amazon as overweight Wells raised its price target on the stock to $301 per share from $295. “See 4Q EPS print & commentary supporting case for positive ’26 AWS revisions, fueled by doubling of compute capacity through ’27. AMZN top Internet pick for ’26.” Wells Fargo reiterates Meta as overweight Wells lowered its price target to $795 per share from $802 on Meta. “Expect 4Q earnings and ’26 outlook to solidify confidence in $31-$32 EPS for 2026. Street CapEx likely moves higher, again.” Wells Fargo reiterates Alphabet as equal weight Wells raised its price target to $350 per share from $268 on Alphabet. “We believe that the upcoming format transition to conversation search brings significant uncertainty to the search market. We expect disruption with the format change, which will likely drive headwinds to medium-term search growth.” Barclays downgrades Snowflake to equal weight from overweight The firm downgraded the stock mainly on valuation. “We are downgrading SNOW to EW after a very strong year and believe a higher valuation level, increased investor expectations and heightened competition for new workloads are creating an unfavorable set-up.” Baird upgrades Pool Corp to outperform from neutral Baird said the pool company is too attractive to ignore. “Upgrading POOL to Outperform rating, new $320 price target. While the timing/magnitude a discretionary recovery remains uncertain, we believe existential competitive fears are overblown and valuation is now too attractive to ignore.” Morgan Stanley upgrades Appian to overweight from equal weight Morgan Stanley said it sees an attractive risk/reward for the cloud computing company. “With Appian shares trading ~3x CY27 sales, we also see an attractive risk/ reward given the prospect of durable mid-teens growth (on the back of a strong government business in 2026 and upgrades to the company’s AI subscription tiers) coupled with ongoing improvements in operating margins.” UBS initiates Andersen Group as buy UBS said the tax company has plenty of room for growth. “We initiate coverage of Andersen with a Buy rating and $28 PT, implying ~20% upside potential. With the stock hovering around $24, the market implied 2027 adj. EBITDA is ~$200m vs. UBSe of $230m, making us believe that the market is not capturing the impact of revenue growth and/or future productivity as well as the growing potential international opportunity.” Citi adds a positive catalyst watch on ServiceNow Citi said its checks show a strong pipeline. “We open a positive catalyst watch on NOW, anticipating a strong upcoming quarter driven by a potential modest budget flush. Early checks also signal a robust close and with stronger pipelines into FY26.” Disclosure: Versant Media is the parent company of CNBC.
