<\/p>\n
\n \n Baird initiates RocketLab as outperform<\/strong> \n TD Cowen initiates Vistra as buy<\/strong> \n Truist initiates Gartner as buy<\/strong> \n Raymond James initiates Crown Holdings as outperform<\/strong> \n Goldman Sachs initiates VTEX as buy<\/strong> \n JPMorgan upgrades Las Vegas Sands to overweight from neutral<\/strong> \n UBS reiterates Micron as buy<\/strong> \n Goldman Sachs upgrades Celestica to buy from neutral<\/strong> \n Wells Fargo reiterates Netflix as overweight<\/strong> \n Wells Fargo upgrades T-Mobile to overweight from equal weight<\/strong> \n JPMorgan upgrades PPG to overweight from neutral<\/strong> \n Morgan Stanley initiates Equinix as overweight<\/strong> \n Citizens JMP initiates SharpLink Gaming as market outperform<\/strong> \n Bernstein downgrades Lululemon to market perform from outperform<\/strong> \n Bank of America reiterates Nvidia as buy<\/strong> \n Bank of America reinstates Tenaris as buy<\/strong> \n Bank of America upgrades Sea Limited to buy from neutral<\/strong> \n Morgan Stanley reiterates Microsoft as overweight<\/strong> \n UBS reiterates Ferrari as buy<\/strong> \n UBS reiterates Berkshire Hathaway as buy<\/strong> \n Bank of America initiates Vera Therapeutics as buy<\/strong> \n Exane BNP Paribas initiates Tesla as underperform<\/strong> \n Bank of America upgrades Knight-Swift to buy from neutral<\/strong> \n (Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here.)\n <\/p>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":" Here are Thursday’s biggest calls on Wall Street: Baird initiates RocketLab as outperform Baird believes Rocket Lab is well-positioned for the future of space travel. They have initiated coverage with an Outperform rating and a price target of $83, based on a 30x multiple of their 2030 revenue estimate. TD Cowen initiates Vistra as buy […]<\/p>\n","protected":false},"author":1,"featured_media":2996,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-2995","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\/2995","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=2995"}],"version-history":[{"count":0,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts\/2995\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media\/2996"}],"wp:attachment":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media?parent=2995"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/categories?post=2995"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/tags?post=2995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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\n
\n Here are Thursday’s biggest calls on Wall Street:
\n <\/span>
\n <\/span>
\n <\/span>\n <\/p>\n
\n Baird believes Rocket Lab is well-positioned for the future of space travel. They have initiated coverage with an Outperform rating and a price target of $83, based on a 30x multiple of their 2030 revenue estimate.\n <\/p>\n
\n TD Cowen has identified Vistra as a new top pick, citing the company’s potential to benefit from structural tailwinds in the energy sector as electricity demand continues to outpace new generation capabilities.\n <\/p>\n
\n Truist views Gartner as an attractive investment opportunity, noting that the IT service company is currently trading at about a 40% discount to its historical average EV\/EBITDA valuation, following three years of slowing growth.\n <\/p>\n
\n Raymond James has initiated coverage of Crown Holdings with an Outperform rating, highlighting the company’s appealing market profile.\n <\/p>\n
\n Goldman Sachs recommends buying the dip in VTEX, an e-commerce platform developer, initiating coverage with a Buy rating and a 12-month price target of $5.30 per share.\n <\/p>\n
\n JPMorgan is optimistic about Las Vegas Sands, particularly regarding its opportunities in Singapore. They upgraded the stock to Overweight from Neutral, with a price target of $60, indicating over 20% upside potential.\n <\/p>\n
\n UBS has raised its price target on Micron, citing strong demand and worsening DRAM supply shortages. They now expect 2026 EPS to approach $30 and have increased their price target from $225 to $245.\n <\/p>\n
\n Goldman Sachs sees significant growth potential for Celestica, initiating coverage with a Buy rating and a 12-month price target of $340, reflecting a 40x multiple on next twelve months’ EPS.\n <\/p>\n
\n Wells Fargo remains bullish on Netflix, noting that engagement is likely to push the company into new areas. They maintain an Overweight rating but express caution regarding potential guidance risks.\n <\/p>\n
\n The firm has shifted its top carrier pick to T-Mobile, citing higher expected free cash flow growth, continued network leadership, and capital allocation flexibility.\n <\/p>\n
\n JPMorgan has lifted its investment rating on PPG, believing that the company’s market value has decreased more than its business fundamentals have weakened.\n <\/p>\n
\n Morgan Stanley sees Equinix as well-positioned, setting a price target of $950, which reflects a 16% upside based on achievable three-year guidance.\n <\/p>\n
\n Citizens JMP has initiated coverage of SharpLink Gaming with a Market Outperform rating and a price target of $50, suggesting over 200% upside from current levels.\n <\/p>\n
\n Bernstein has downgraded Lululemon, citing limited visibility and worsening trends in pricing and traffic, making it difficult to maintain a bullish outlook.\n <\/p>\n
\n Bank of America believes Nvidia is well-positioned for growth in healthcare and AI, reaffirming its Buy rating.\n <\/p>\n
\n The firm views Tenaris as a resilient player in the European oil and gas sector, reinstating its Buy rating.\n <\/p>\n
\n The firm has upgraded Sea Limited, citing robust fundamentals and raising its price objective to $215 from $206.\n <\/p>\n
\n Morgan Stanley considers Microsoft a core holding, despite some lingering questions about its growth prospects.\n <\/p>\n
\n UBS has trimmed its price target for Ferrari to $529, but continues to see it as a compelling long-term growth story.\n <\/p>\n
\n UBS has lowered its price target for Berkshire Hathaway to $593, noting that shares are trading in line with intrinsic value.\n <\/p>\n
\n Bank of America has initiated coverage of Vera Therapeutics, labeling it an “underdog” in the biotech space with a price target of $48.\n <\/p>\n
\n The firm has expressed skepticism about Tesla’s current valuation, despite a bullish outlook on its AI future.\n <\/p>\n
\n Bank of America upgraded Knight-Swift, citing tightening capacity in the trucking sector as a positive indicator for the company.\n <\/p>\n