<\/p>\n
\n \n Seaport has initiated coverage on Apple, stating that the company’s product lineup positions it well for the long term. They expect a strong year ahead, particularly with the Apple Air trending positively. The firm anticipates that an affordable phone may be released next year, which could lead to further price increases.\n <\/p>\n \n Wells Fargo sees multiple catalysts on the horizon for Snowflake. They believe there is a favorable tactical setup for NOW shares as they approach the fourth quarter, driven by potential upside in the third quarter from the U.S. Public Sector and a significant renewal cohort in the fourth quarter. The firm remains optimistic as shares are currently trading at approximately 30 times the ’27 EV\/FCF.\n <\/p>\n \n Following Nike’s earnings report, Bank of America has reiterated its Buy rating, noting that the turnaround is “underway.” Better-than-expected wholesale sales have bolstered their confidence in the company’s recovery.\n <\/p>\n \n JPMorgan’s survey indicates that consumers are eager to participate in Apple’s upgrade cycle. Their findings suggest a robust cycle for the iPhone 17 Series, particularly among upgraders, although interest from switchers appears slightly softer compared to the previous year. Notably, both groups are showing a preference for high-end models.\n <\/p>\n \n Jefferies has upgraded Delta Airlines, citing it as “compelling.” They view Delta and United Airlines as having the highest upside potential for fourth-quarter guidance and compelling margin prospects through 2026 and beyond.\n <\/p>\n \n Jefferies believes Sunrun is well-positioned for growth heading into 2026. They have upgraded the stock to Buy with a refreshed price target of $21, anticipating significant cash generation within the guidance range for 2025 and beyond.\n <\/p>\n \n Wells Fargo has raised its price target for CrowdStrike to $600 per share from $550, citing the company’s growing momentum and advanced security platform as key factors for accelerated growth.\n <\/p>\n \n Jefferies sees “elevated growth” potential for Carvana, supported by consumer surveys and capacity analysis that indicate continued strong performance.\n <\/p>\n \n RBC has upgraded Mercury Systems, noting its strong position as a merchant supplier of defense mission-critical processing systems.\n <\/p>\n \n Barclays has downgraded AT&T primarily due to valuation concerns, stating that the stock’s current valuation is now more reflective of operational improvements.\n <\/p>\n \n HSBC believes Autodesk is strategically positioned to benefit from advancements in artificial intelligence, prompting their upgrade to Buy.\n <\/p>\n \n Evercore ISI has downgraded Allstate on valuation grounds, stating that the risk-reward balance has shifted after a solid year-to-date performance.\n <\/p>\n \n Goldman Sachs sees Glaukos as well-positioned within the ophthalmology market, which represents a significant global opportunity in MedTech.\n <\/p>\n \n Baird anticipates industry stabilization for United Rentals, believing that growth reacceleration in 2026 will drive shares higher despite a higher current valuation.\n <\/p>\n \n HSBC highlights Repligen’s broad portfolio in bioprocessing, one of the fastest-growing areas in the healthcare sector, leading to their Buy initiation.\n <\/p>\n \n Goldman Sachs expresses bullish sentiment on Beta Bionics, upgrading the medtech company to Buy.\n <\/p>\n \n TD Cowen sees Macom benefiting from secular growth drivers across its markets, leading to their Buy initiation.\n <\/p>\n \n TD Cowen has opted to downgrade Marvell due to limited visibility on the stock’s performance.\n <\/p>\n \n Bank of America has raised its price target for Dell to $170 per share, highlighting key topics for the upcoming Securities Analyst Meeting.\n <\/p>\n \n TD Cowen believes Semtech is well-positioned for data center connectivity, leading to their Buy initiation.\n <\/p>\n \n William Blair has raised its delivery estimates for Tesla but finds it increasingly challenging to maintain a market perform rating.\n <\/p>\n \n JPMorgan views Banc of California as favorably positioned for lower interest rates, prompting their upgrade.\n <\/p>\n \n Evercore ISI sees numerous positive catalysts for Samsara, leading to their upgrade and a raised price target.\n <\/p>\n \n TD Cowen remains bullish on Nvidia’s NVLink technology, viewing it as a competitive advantage in the market.\n <\/p>\n \n RBC downgraded GE Vernova primarily on valuation, although they acknowledge the company’s strong demand and positive price dynamics.\n <\/p>\n \n BTIG has initiated coverage of Coinbase Global with a Buy rating, citing the company’s strong operational performance.\n <\/p>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":" Here are Wednesday’s biggest calls on Wall Street: Seaport Initiates Apple as Buy Seaport has initiated coverage on Apple, stating that the company’s product lineup positions it well for the long term. They expect a strong year ahead, particularly with the Apple Air trending positively. The firm anticipates that an affordable phone may be released […]<\/p>\n","protected":false},"author":1,"featured_media":2250,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-2249","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts\/2249","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/comments?post=2249"}],"version-history":[{"count":0,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts\/2249\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media\/2250"}],"wp:attachment":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media?parent=2249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/categories?post=2249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/tags?post=2249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n
\n
\n Here are Wednesday’s biggest calls on Wall Street:
\n <\/span>
\n <\/span>
\n <\/span>\n <\/p>\nSeaport Initiates Apple as Buy<\/h2>\n
Wells Fargo Initiates Snowflake as Overweight<\/h2>\n
Bank of America Reiterates Nike as Buy<\/h2>\n
JPMorgan Reiterates Apple as Overweight<\/h2>\n
Jefferies Upgrades Delta to Buy from Hold<\/h2>\n
Jefferies Upgrades Sunrun to Buy from Hold<\/h2>\n
Wells Fargo Adds CrowdStrike to Tactical Ideas List<\/h2>\n
Jefferies Upgrades Carvana to Buy from Hold<\/h2>\n
RBC Upgrades Mercury Systems to Outperform from Sector Perform<\/h2>\n
Barclays Downgrades AT&T to Equal Weight from Overweight<\/h2>\n
HSBC Upgrades Autodesk to Buy from Neutral<\/h2>\n
Evercore ISI Downgrades Allstate to In Line from Outperform<\/h2>\n
Goldman Sachs Initiates Glaukos as Buy<\/h2>\n
Baird Upgrades United Rentals to Outperform from Neutral<\/h2>\n
HSBC Initiates Repligen as Buy<\/h2>\n
Goldman Sachs Upgrades Beta Bionics to Buy from Neutral<\/h2>\n
TD Cowen Initiates Macom Technology Solutions as Buy<\/h2>\n
TD Cowen Downgrades Marvell to Hold from Buy<\/h2>\n
Bank of America Reiterates Dell as Buy<\/h2>\n
TD Cowen Initiates Semtech as Buy<\/h2>\n
William Blair Reiterates Tesla as Market Perform<\/h2>\n
JPMorgan Upgrades Banc of California to Overweight from Neutral<\/h2>\n
Evercore ISI Upgrades Samsara to Outperform from In Line<\/h2>\n
TD Cowen Reiterates Nvidia as Buy<\/h2>\n
RBC Downgrades GE Vernova to Sector Perform from Outperform<\/h2>\n
BTIG Initiates Coinbase as Buy<\/h2>\n