Here are the biggest voices on Wall Street on Monday: Morgan Stanley reiterates Nvidia as overweight Morgan Stanley says the stock is a top idea after the company’s recent TMT conference Stated. “All the names published on NVDA – AI converge, making it more likely that NVDA will outperform.” Oppenheimer reiterates that Netflix is outperforming Oppenheimer says the stock price He raised his price target on Netflix and said he believes there is upside for Netflix’s subscribers. “Raises target to $725 (then $615) and reconsiders bullish case: ARM.” [adjusted revenue metrics] It increased in 2017, with continued tailwinds for subscribers from paid shares/advertisements. Jefferies upgrades Choice Hotels, buys after poor performance Jefferies has upgraded the hotel chain after canceling efforts to acquire Wyndham. “As a result of the cancellation of the Wyndham Hotel acquisition effort, we are upgrading CHH to Buy From Underperform.” Jeffries Reiterates Adobe Buy He said you should buy stocks as they fall. “We expect ADBE to recover by sharing details of its video AI roadmap on or shortly after the earnings release and summit meeting.” Evercore ISI reiterates Tesla is on line Although he feels that the stock price has become more positive following the inspection, he said he maintains an in-line evaluation. “There’s nothing like seeing the process firsthand. Last week, we had the opportunity to take investors to Tesla’s Austin Gigafactory, test drive a Cybertruck and Highland Model 3, and meet with investor relations.” JP Morgan upgrades KingSoft Cloud from neutral to overweight JPMorgan said it expects the cloud company’s profits to expand. “We expect the pace of Kingsoft Cloud’s margin expansion to exceed market expectations, even without a significant turnaround in revenue in the short term, due to the following factors: 1) favorable growth in the high-margin business; Shift in revenue mix.” JPMorgan launches Duolingo as overweight JPMorgan launches language learning company, says it expects “premium revenue.” “We will begin coverage of Duolingo (DUOL) with an overweight rating of $270 starting December 24th PT.” Wolf upgrades Xcel Energy to outperform peers Wolf said he sees the company as an attractive entry point despite huge losses from the Texas wildfires. “XEL lost $4 billion in value in the Texas fires. We believe damages are likely to prove less than the $500 million insured amount. Morgan Stanley downgrades Hyatt from overweight to equal weight Morgan Stanley said the risk-reward balance is more balanced in downgrading the stock. “We downgrade Hyatt from overweight to equal weight as its focus on asset lightness and business model simplification drives outperformance, leaving a more balanced risk-reward balance.” JP Morgan, Overweight Saia launches as JPMorgan said it sees the shipping company entering a “new chapter of growth.” “Through significant investment and consistent execution, Saia has transformed from a regional company into his national LTL airline.” Stifel upgrades Stahl Surgical to buyout status. He expressed a bullish view on lens companies. “We haven’t slammed the table yet. We need long-term confidence in the U.S. and visibility on STAAR’s ability to withstand competition from China. But we expect STAA to reach $50 before it becomes a $25 stock. Morgan Stanley downgrades Petrobras from overweight to equal weight.When downgrading the stock, Morgan Stanley stated that it had “low confidence in the support for the dividend yield” of Petrobras stock. Ta. “Even though we still see upside and the base dividend is at a healthy level of around 12%, the split decision on the special dividend has kept us on the sidelines.” Morgan Stanley, Eli Lilly Morgan Stanley says Eli Lilly’s next move will be the results of its sleep apnea study. “We continue to build our diabetes data moat and next up is sleep apnea data.”Trust upgrades Procter & Gamble to buy from hold ”, he said. “In our opinion, if PG is able to achieve volume growth in the coming quarters, it will emerge from the CPG group (particularly the food industry, where volume declines are expected to continue) and, as a result, PG The stock’s valuation should also improve.” Trust Company Upgrades Fresh Pet from Pending to Buyable Trust Company said it expected volume growth in its upgrade of the pet food health company. “We are upgrading FRPT to buy from hold, increasing PT 12 million from $120 to $135 and maintaining the recently increased margin.” Guggenheim names Nike as best idea Guggenheim said: He said sporting goods retailers are currently the best idea. “Key Message: This morning we are adding Nike to our Best Ideas. At $99, the stock price decline (14%) over the past three months presents an attractive entry point with favorable risk/reward. We believe that we have presented the ratio at this level. ”Jeffries Upgrades PDD from Hold to Buy He said Jefferies has become bullish on the Chinese retailer’s stock. “Among e-commerce stocks, PDD stock has fallen more than 20% since the beginning of the year. Geopolitical risk concerns have been factored in, and we believe Temu’s market share gain story in domestic and international markets remains intact. , upgraded the stock to buy.” Morgan Stanley establishes Finia as overweight Morgan Stanley establishes auto parts and supplier company, says it is a “key beneficiary of the EV reset.” . “PHIN is the purest expression of our ‘ICE is great’ theory, and we believe it can generate significant cash flow over a longer period of time than the market expects at approximately 4x EBITDA. ” UBS upgrades Foot Locker from sell to neutral UBS said “theory has been fulfilled” with the Foot Locker upgrade. “We’re pretty much right. A year ago, the sell side expected FY24 EPS to be $4.50; they now expect it to be $1.60. We see the risk of a downward revision to EPS decreasing. ” JPMorgan launches Caspian with Overweight JPMorgan launches fintech company with Overweight, saying the company is the “leading super payments app.” “We initiate coverage of Kaspi.kz, a Kazakhstan-based super app. Overweight rating and December 24 price target of $159, indicating 50% upside from current levels.” UBS, Apple Reasserts its neutrality The company said Apple’s sales in China remain under pressure. “Apple remains a ‘preferred’ brand in the US, but is under pressure in China.” Morgan Stanley Reiterates Meta as Overweight Morgan Stanley says it supports Meta stock. “Topline momentum in GenAI remains rare as it takes companies years to build out the infrastructure layer, but META is the most advanced in user/platform tools and driving incremental rotation.” Gold Man Sachs bought Amazon, reiterating what Goldman said it supported Amazon stock. “Momentum is building around several key stories: improved AWS revenue growth, a more linear recovery in North American operating margins, and sustained/steady performance in global e-commerce revenue.
