Nvidia · CNBC Technology
Here are the biggest calls on Wall Street on Monday: Wells Fargo reiterates Tesla as underweight The firm says it's
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"Upgrade ON to Buy; raise estimates/PO to $85.
Key facts
- Initiating coverage of Credo Technology Group Holding (CRDO) with a BUY rating and PT of $175 based on 23x our C28 EPS of $7.60." KeyBanc upgrades T-Mobile to overweight from sector weight Key says
- The team upgrade TEM to Buy from Hold, PT $65, after the stock declined > 50% in the last 6 months while fundamentals have strengthened
- The slow auto/EV environment makes their ON upgrade potentially a tad early, but they like the company's 1) pipeline (rising AI power, Treo products), 2) solid FCF generation (~6% FCF yield)
- The team see: 1) an accelerating organic EBITDA growth with upside levers; 2) an advantageous network position driving a competitive advantage for FWA/Mobile [fixed wireless access] share gains; and 3)
Summary
Here are the biggest calls on Wall Street on Monday: Wells Fargo reiterates Tesla as underweight The firm says it's sticking with its underweight rating on Tesla ahead of earnings next week. The slow auto/EV environment makes our ON upgrade potentially a tad early, but we like the company's 1) pipeline (rising AI power, Treo products), 2) solid FCF generation (~6% FCF yield)." Oppenheimer upgrades Blackstone to outperform from perform Oppenheimer says the stock is "attractive. " "We are upgrading BX to Outperform (from Perform) with a target of $154 because even on the lowered target multiple, the stock is now attractive. " Morgan Stanley upgrades Bilibili to overweight from equal weight Morgan Stanley says it sees "AI tailwinds.
TD Cowen upgrades Tempus AI to buy from hold TD Cowen says it sees improving fundamentals. "We upgrade TEM to Buy from Hold, PT $65, after the stock declined > 50% in the last 6 months while fundamentals have strengthened. " Goldman Sachs upgrades LatAm Airlines and Copa Holdings to buy from neutral Goldman says it was returning to buy ratings on both stocks to reflect the "new macro environment. " "While they recognize that they had recently downgraded LTM and CPA to Neutral since their report they saw a meaningful change in the global macro outlook, with jet fuel prices increasing by over 80% since Feb 12, 2026, and therefore, are adjusting ratings for their coverage to reflect this new macro environment. " TD Cowen upgrades Constellation Brands to buy from hold TD Cowen says the company is a beneficiary of the World Cup.