Nvidia · CNBC Technology
Here are Friday's biggest analyst calls: Nvidia, Tesla, Apple, Nike, Netflix, Shake Shack & more
Compiled by KHAO Editorial — aggregated from 1 outlet. See llms.txt for citation guidance.
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Here are the biggest calls on Wall Street on Friday: Seaport upgrades Madison Square Garden Sports to buy from neutral Seaport says the owner or the knicks and ranger is too attractive to ignore.
Key facts
- In this vein, they upgrade RHP to OW from EW with ~7% upside to their 12-month PT plus a 5% dividend yield
- Given that their confidence in that view has weakened and they're hearing more anecdotes of non-AI apps software budget pressure, they're moving to a Neutral rating despite the material YTD de-rating
- Morgan Stanley upgrades Ryman Hospitality Properties to overweight from equal weight Morgan Stanley says shares of the gaming, lodging and entertainment company are compelling
- Their checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses
Summary
While not yet at the frontier, the scaffolding is in place for Meta t o make another historic run, this time in AI. This symbolic milestone reinforces Tesla's autonomy lead, but with capex doubling and FCF turning negative, investors will need clearer evidence that unsupervised autonomy is around the corner to support the stock's valuation. In this vein, they upgrade RHP to OW from EW with ~7% upside to their 12-month PT plus a 5% dividend yield.