Goldman Sachs reiterates a neutral rating on Tesla, expressing optimism regarding the company’s Cybercab initiative. “We continue to believe that Cybercab will position Tesla well to operate with an attractive cost structure.”
Bernstein reiterates an outperform rating on Apple, citing continued market share gains in China. “Apple continues to gain share in China and globally as shipments outperform market.”
Baird upgrades Sonida Senior Living to outperform, highlighting significant upside potential. “We believe SNDA is well-positioned to benefit from the highly favorable senior housing operating environment.”
Morgan Stanley upgrades Shell to overweight from equal weight, naming the stock a top pick and pointing to significant acceleration. “First, concerns over long-term resource longevity have weighed on the shares, but this is already partially addressed. … .Second, Shell’s valuation has been held back by its dividend policy, but we see potential for a significant acceleration.”
Piper Sandler upgrades Simmons First National to overweight from neutral, advising investors to buy the dip. “After the close [Thursday] SFNC f iled an 8-K disclosing the planned closure of 26 Simmons Bank branches across 6 states. … .With the shares off their recent highs, another year of impressive operating leverage on the horizon, improving loan growth and profitability, we are upgrading the shares to Overweight and increasing our PT to $27.50.”
Goldman Sachs upgrades Vodafone to buy from sell, noting that estimates are above consensus for the first time in years. “We upgrade Vodafone to Buy from Sell. Its structural quality remains lower than the sector average, in our view. However, its ROIC growth is now accelerating, driven by UK mobile market repair and increased cost-cutting. This can drive a re-rating amplified by leverage; our estimates are above consensus for the first time in years.”
B. Riley initiates coverage of Infleqtion with a buy rating, citing strong momentum in the quantum computing space. “We are initiating coverage of Infleqtion, Inc. (INFQ) with a Buy rating and a $23 PT, reflecting our positive fundamental and stock thesis and ~80% 12-month upside potential.”
William Blair reiterates an outperform rating on Nvidia, expressing approval of the company’s acquisition of Hugging Face. “Confirming market speculation, NVIDIA announced the acquisition of AI model distribution leader, Hugging Face, for $12.9B. … .We view this move as NVIDIA continuing to use its balance sheet to maintain the health of the AI ecosystem as it rapidly expands.”
Morgan Stanley reiterates an equal weight rating on Oracle but raises the price target to $210 from $207 ahead of the Sept. 10 earnings report. “We see an attractive tactical set-up into F1Q27.”
Deutsche Bank reiterates a buy rating on Robinhood, raising the price target to $136 from $115. “We are raising our EPS estimates and our price target for Robinhood to reflect the recent acceleration in Robinhood Chain fee revenue. While still in early days, on the 2Q26 earnings call, CFO Shiv Verma noted that monetization on Robinhood Chain from developers varies by transaction size but can be thought of as a few basis points on average, with approximately half of the economics shared with Arbitrum.”
Citi reiterates a buy rating on Netflix, maintaining its stance despite surprising price hikes in Germany and Austria. “We believe the magnitude of the ad-tier price hike (40%) was surprising to some investors. We suspect the ad-tier price change reflects efforts to mitigate adverse mix shift, which we believe was the primary driver of weaker-than expected UCAN revenue in 2Q26.”
Canaccord initiates coverage of Belite Bio with a buy rating, suggesting substantial room for growth. “We are initiating coverage of BLTE shares with a BUY rating and $303 target. Despite strong price performance since the IPO, we see near-, medium-, and longer-term drivers for additional upside.”
StoneX initiates coverage of PulteGroup with a buy rating, calling the homebuilder best-in-class. “We view PulteGroup as a ‘best of breed’ Homebuilder as demonstrated by its long-term history of sales growth (10% CAGR over 10 years), higher-than-average Return on Equity (15%), relatively high margins, and strong balance sheet with low net debt.”
Citi initiates coverage of Dianthus Therapeutics with a buy rating, praising the biotech company’s quality. “We are initiating DNTH with a Buy/High Risk rating and a $156/shr target price. Dianthus is a clinical-stage biotechnology company focused on developing best-in-class therapies for severe autoimmune diseases.”