Here are Friday’s biggest calls on Wall Street: Loop upgrades Autodesk to buy from hold Loop said it sees an improving risk/reward. “We are upgrading Autodesk shares to Buy from Hold and establishing a $310 price target, reflecting improving fundamentals and an increasingly attractive risk/reward profile.” Stephens initiates Korn Ferry as overweight Stephens said the company is well positioned for earnings growth. “We are initiating coverage on Korn Ferry (KFY) with an Overweight rating and a $94 price target.” StoneX initiates Birkenstock as buy StoneX said the shoe and sandal company has several “growth levers.” “We are bullish on BIRK, given the brand’s increasing relevance, multitude of growth levers, and best-in-class margins that should continue to benefit from greater scale.” Roth initiates Allegro MicroSystems as buy Roth said Allegro has underappreciated growth. “We initiate coverage of Allegro MicroSystems (ALGM) with a Buy rating and $40 12-month price target. We believe investors are underappreciating how much of ALGM’s growth now comes from data center, that its automotive content story remains intact…” Stephens initiates Service Corp as overweight Stephens said it sees “steady growth” for the funeral company. “SCI gives us several reasons to expect continued growth. We see a growing preneed backlog, continued pricing and manageable cremation headwinds supporting a durable earnings outlook.” KeyBanc upgrades Palo Alto Networks to overweight from sector weight Key said investors should buy the dip. “We are upgrading shares of PANW t o Overweight as we expect security budgets to accelerate through 2027, Palo a leading beneficiary of the trend toward consolidation with strong product offerings in key areas to secure AI and defend against the accelerated.” Read more. Piper Sandler upgrades Americold Realty Trust to overweight from neutral Piper said the real estate investment trust has “revaluation upside.” “While COLD is up ~32% YTD total return, the stock’s relative multiple versus industrial peers is still depressed versus historical which gives us comfort there is more revaluation upside.” Roth initiates Analog Devices as buy Roth said the stock has plenty more room to run. “We initiate coverage of Analog Devices (ADI) with a Buy rating and $505 12- month price target. We believe the industrial recovery has further room to run, secular data center drivers are larger than the Street is modeling and ~74% non- GAAP gross margins are sustainable.” TD Cowen initiates Velaris as buy TD Cowen said the biotech company has upside potential. “Velaris is a preclinical biotechnology company developing biologics for pulmonary hypertension and broader cardiopulmonary disease.” Goldman Sachs reiterates CoreWeave as buy Goldman said it came away from investor meetings feeling confident in its buy rating. ” CoreWeave has steadily executed on pushing up to higher levels of the software infrastructure stack through to the highest level of managed inference, and as it does so, it recognizes 10-20pts higher gross margin vs. its bare metal compute business.” Rothschild & Co Redburn downgrades Broadcom to neutral from buy The firm said it sees limited upside potential right now. “Beyond this, the market needs reassurance that Google’s customer-owned tooling efforts will not become widespread. The upside potential to Broadcom shares from clearing these hurdles is appreciable but is unlikely to occur quickly. This limits the ability for Broadcom shares to rerate versus peers, and we downgrade to Neutral.” Baird upgrades Domino’s Pizza to outperform from neutral Baird said the company has the “right mix for better returns.” “We are upgrading DPZ t o Outperform as we see a clearer path to better SSS performance and franchisee profitability.” Stifel downgrades Lowe’s to sell from hold Stifel said the company has “underappreciated challenges.” “We outline a cautious approach to HD shares while downgrading LOW s hares to Sell from Hold ahead of F3Q26 earnings next week.” Jefferies upgrades Steris to buy from hold Jefferies said there’s robust EPS growth ahead for the medical supplies company. “We U/G STE to Buy. Investors can now buy a steady DD% EPS grower below its avg multiple with headwinds behind it. FY2 valuation has compressed 10% over 18 months on US insurance coverage losses and concerns about medtech volumes.” StoneX initiates Deckers as buy StoneX said it likes the company’s balance sheet. “We see a compelling investment opportunity in DECK, supported by its attractive LT growth prospects and robust FCFs, best-in-class returns, and a healthy balance sheet.” KeyBanc reiterates SpaceX as sector weight KeyBanc said its bullish on the company’s Starship launch. “At 5:45 p.m. CDT (6:45 p.m. EDT) Nov 13, the launch window opens for SPCX’s 15th integrated flight test of its super-heavy lift rocket, Starship. … .The launch is a key milestone for the program, as SPCX seeks to demonstrate fixes and enhancements implemented following some anomalies encountered during Flight 14 in September 2026.” Wells Fargo initiates Denali Therapeutics, Alector and Korsana Biosciences as overweight “We are positive on the TfR [Transferrin Receptor (TfR) technology] category, and believe that pursuits in Alzheimer’s Disease create a path to significant value creation. We like the basket approach and believe that DNLI, KRSA , and ALEC can improve on Roche’s tronti.” Wells Fargo upgrades Ecolab to overweight from equal weight Wells said there’s several growth drivers ahead. “We’re upgrading ECL on our view that its pricing surcharge will remain sticky into FY27…” Wolfe reiterates Nvidia, Broadcom and Marvell as outperform Wolfe said it’s sticking with all three stocks. “We remain positive on AI stocks under coverage (NVDA, AVGO, MRVL); demand for AI inference has continued be very strong and we see upside to estimates across our covered names, concerns on financing / power availability persist.” Deutsche Bank upgrades Installed Building Products to buy from hold Deutsche said shares are compelling at current levels. “We are upgrading IBP to a Buy following its acquisition of Old Dominion Group (ODG), a mechanical and industrial (M & I) installation business, at an attractive ~9.3x EV/LTM EBITDA post synergies.” Piper Sandler initiates Innio as overweight Piper said the power generation and energy solutions company has plenty of positive catalysts ahead. “We initiate coverage of INNIO (INIO) with an OW rating and $21 PT, implying ~39% upside. INNIO makes the Jenbacher gas engines that data center developers use to build their own power.” Morgan Stanley reiterates Nvidia as overweight The firm cut its price target to $267 per share from $300 on Nvidia. “Resignation of CEO is a major setback, lack of an immediate permanent successor & China regulatory risk are factors – but we believe the foundation is strong and even on more conservative assumptions the risk reward is still very positive.” Truist downgrades Nvidia to hold from buy Truist said it’s concerned about Nvidia’s “culture.” “Unfortunately, it’s not just about ex-CEO Jensen Huang’s affairs or his resignation, but also about the potential tha t NVDA’ s culture becomes impaired, and that the company may have shipped GPUs that became accessible to companies and government entities in China, challenging future revenue performance
HomeTop StoriesHere are Friday's biggest analyst calls: Nvidia, SpaceX, Deckers, Broadcom, CoreWeave, Palo...
Here are Friday’s biggest analyst calls: Nvidia, SpaceX, Deckers, Broadcom, CoreWeave, Palo Alto Networks & more
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- Alaunos Therapeutics Inc
- Alector Inc
- Allegro Microsystems Inc
- Alphabet Class A
- Americold Realty Trust
- Analog Devices Inc
- Autodesk Inc
- Birkenstock Holding PLC
- Breaking News: Investing
- Breaking News: Markets
- Broadcom Inc
- business news
- CoreWeave
- Deckers Outdoor Corp
- Denali Therapeutics Inc
- Domino's Pizza Inc
- Ecolab Inc
- Inc.
- Innio NV
- Installed Building Products Inc
- Investment strategy
- iShares Semiconductor ETF
- Korn Ferry
- Korsana Biosciences
- Lowe's Companies Inc
- Markets
- Marvell Technology Inc
- NVIDIA Corporation
- Palo Alto Networks Inc
- Service Corporation International
- Space Exploration Technologies Corp
- SPDR S&P Semiconductors
- STERIS plc
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